Money Maestros
Workshops 2026
The Art & Science of Intelligent investing
Investment planning is both an art and a science—and mastering both is key to delivering exceptional client outcomes. Join our Money Maestros Workshop series, where we explore the powerful intersection of technical expertise and human behaviour in modern investing.
In today’s complex financial landscape, successful investment strategies require more than just proven principles. They demand a deep understanding of market forces and the behavioural factors that shape client decisions.
This year, our workshops are designed to equip investment advisors with the insights and tools needed to navigate both.
In this workshop, we’ll explore:
- Which geopolitical and macroeconomic signals truly matter when assessing market direction
- What robust fund due diligence should look like in practice
- The role of asset allocation in building resilient, client-focused portfolios
- Key considerations when planning direct offshore investments
- How to incorporate behavioural coaching to enhance client outcomes and financial wellbeing
Sharpen your expertise. Elevate your client impact. Stay ahead in an ever-evolving investment environment.
Seats are limited—secure your place at the Money Maestros Workshop in your region today.
PROVINCE
EVENT DATE
VENUE
Potchefstroom
6 May 2026
The Feather Hill Boutique Hotel
(VIEW MORE DETAILS)
6 May 2026
The Feather Hill Boutique Hotel
Bloemfontein
7 May 2026
Monte Bello Estate
(VIEW MORE DETAILS)
7 May 2026
Monte Bello Estate
Mbombela
27 May 2026
TBC
(VIEW MORE DETAILS)
27 May 2026
La Villa Vita Boutique Hotel and Spa
Umhlanga
16 September 2026
The Capital Pearls Hotel
(VIEW MORE DETAILS)
16 September 2026
The Capital Pearls Hotel
George
28 October 2026
George Fancourt
(VIEW MORE DETAILS)
28 October 2026
George Fancourt
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Who Will Be Speaking:
Chris Hall
Chris joined Amplify in 2019 as a business development manager. He has over 13 years’ experience in the financial services industry ranging from business development to investment planning, portfolio construction and wealth management.
A believer in considered and consistent asset management, Chris’s strong client bonds help him achieve his goal of enabling clients to see the benefit of investing. By teaching important financial principles to be passed down generations, he hopes to create a ripple effect – impacting not just the financial security of individuals and their families, but the wealth and prosperity of communities.
Chris holds a BCom in Financial Management from the University of the Free State.
Chris van Staden
Chris / I joined the industry in July 1983 and worked in various roles in the Financial Services Banking Industry over the next approx. 42 years plus.
This included joining the Old Mutual Accelerated Admin Management Programme resulting in Branch / Sales and Branch Management Roles / Business Development in Asset Management / Financial Planning as a Wealth Manager / A Senior Investment Specialist and currently an Offshore Specialist at OMI.
I spent travelling throughout SA and working in various Management , Business Development and Wealth Management roles across the Barclays Group / FNB / ABSA Wealth & Barclays Wealth and again in the Old Mutual Group in different geographical areas / branches and fulfilling multiple roles .
After 9 years in Branch Management, I joined Old Mutual Unit Trust in 1995 and transitioned into Business Development for Old Mutual Unit Trust , later joined Old Mutual Asset Management which became Old Mutual Investment Group SA .
In 2008 I moved to ABSA Wealth and Barclays Wealth as a Wealth Manager and a Senior Investment Specialist , where I spent approx. 4 years in these roles being responsible for a portfolio of Ultra High Nett Worth clients and a team of Private Bankers .
In September 2013 I joined Old Mutual International as a Regional Manager / Offshore Specialist , responsible for Relationships and Business Flows for Gauteng / Free State / Northern Cape and North-west in Sales and Distribution .
I hold an Advanced Business Management Diploma from UJ , a FSA Designation from the FPI , A Master Certificate In Financial Markets ( Plumbline ) and a Member of the AAUT .”
Etienne Bosch
Etienne Bosch is the Regional Manager of Old Mutual International for Southern & Eastern Cape assisting family offices, private banks and financial advisers making sound offshore investment decisions. He has been with Old Mutual for more than 20 years in different roles. Initially focussed on local investments and for last 15 years specialising on international investments. He has a B. Comm and a postgraduate in Investment Analysis and Portfolio Management. He also holds the CFP® designation since 2008.
Hannes Weideman
After beginning his career with Old Mutual PFA in 2005 as a financial adviser, Hannes started at STANLIB in 2007 as an Investment Broker Consultant. On successfully assuming increased responsibilities and fund management exposure, he was appointed as the Regional Business Development Manager in 2010.
He is an asset management distribution specialist specialising in the communication of the firms’s portfolio positioning and investment philosophy across asset classes and product offerings. Hannes is a CFP® member since 2011. He is currently responsible for distribution of STANLIB Funds in Gauteng and surrounding areas.
Jessica Fannin
Jessica began her formal career at Amity Investment Solutions (previously known as Amity Wealth) in 2013 as a junior analyst to strengthen the internal investment management processes. As the team has grown Jessica continues to play a crucial role in developing and maintaining investment processes. Jessica joined the management team of Amity in 2016 and is a member of the investment committee.
Jessica attained a Bachelor of Commerce in Investment Management at the University of Pretoria with distinction in 2011. She went on to complete her honours and first level of CFA in 2012. The remainder of her CFA levels where completed and successfully gained the designation as a charter holder in 2016.
Jessica has gained experience in a broad set of portfolio management skillsets at Amity since 2013 and has performed fund manager due diligence, quantitative analysis of investment opportunities, asset class valuation, macroeconomic research, market commentary, performance reporting to mention a few key outputs.
Jessica is passionate about the solutions used to implement sound financial advice and the role Amity plays in the financial services industry to provide these.
Jessica is married and has a daughter. She enjoys outdoor activities, cooking and entertaining and is passionate about her faith. The Fannin family is actively involved in their community.
JP Matthews
Jean-Pierre joined Matrix in 2019 as Head of Product, responsible for the development and distribution of the Matrix product range. He is also a Key Individual, Representative and member of the Investment Committee at Matrix. JP started his career in financial markets in 1996 as a fixed income analyst and trader.
He has been a long-standing proponent of the hedge fund industry in South Africa and was involved in the establishment of various alternative asset management and securities trading businesses over the years. Before joining Matrix, JP was a portfolio manager and head of business at a large institutional alternative asset manager. He has a degree in actuarial science and is a CFP and CFA charter holder.
Kim Silberman
Kim joined Matrix Fund Managers on 1 July 2023 after more than four years at RMB as the fixed income and FX economist. Before joining RMB, Kim worked as an economist for Standard Bank Group Securities and BNP Cadiz Securities.
In 2006, she was part of an emerging market hedge fund for Arnhold and S. Bleichroeder Advisers in New York.
Prior to leaving for New York, she worked as an economist at Econometrix for four years, while completing her Honours degree in Economics through UNISA.
Kim graduated with a Bachelor of Science degree from the University of Cape Town. In 2006, she completed a Master’s degree in Economics at New York University. Her work experience has been varied and includes development and public policy work as well as forecasting and modelling, sector-specific analysis and asset allocation.
Lara Parker
Lara Parker is a seasoned asset management distribution specialist with over 26 years’ experience in the financial services industry. In her role at STANLIB Asset Management, she plays a key leadership role in translating the firm’s investment philosophy, portfolio positioning and house views across a broad spectrum of asset classes and investment solutions for the financial adviser community.
Lara brings deep experience in adviser engagement, investment positioning and solution‑based distribution, having spent her career at the intersection of portfolio management insight and client outcomes. Prior to joining STANLIB Asset Management, she held senior investment specialist roles at Advantage Asset Management (Momentum Group Asset Manager), MCubed Holdings, and Discovery Invest, where she was responsible for supporting independent financial advisers with market insight, single and multi‑manager solutions and investment product strategy.
She is known for her ability to distil complex investment concepts into clear, actionable guidance, helping advisers navigate volatile markets while remaining aligned to long‑term client objectives. Lara is deeply passionate about the asset management industry and the critical role effective distribution plays in enabling sustainable wealth creation and financial freedom for individuals.
Nadia van Wyk
Nadia van Wyk is an Investment Specialist at Amplify Investment Partners with more than 20 years’ experience in the financial industry. She started her career in 2006 and spent 19 years at the Ninety One Investment Platform, building deep expertise in investments and adviser support.
She joined Amplify in August 2024 and brings a strong combination of technical knowledge and clear communication. Nadia holds an Honours degree in Investment Management and is a CFP® professional.
Riaan Craven
Riaan Craven is a seasoned financial services professional with over three decades of experience in the industry. He began his career at Old Mutual in 1991 as a Broker Consultant, where he quickly established a reputation for his deep understanding of client needs and strategic financial planning.
In 1999, Riaan was promoted to Area Manager for Broker Distribution, where he led regional teams and developed strong partnerships within the broker network. His drive for excellence and client-centric approach paved the way for his transition into investment consulting.
By 2002, Riaan had taken on the role of Investment Specialist, where he provided in-depth market insights and supported advisers with tailored investment strategies. In 2008, he further specialized by joining Old Mutual International (OMI) as an Offshore Specialist—a position he continues to hold. In this role, Riaan supports advisers and clients in navigating offshore investment opportunities and solutions, with a focus on long-term wealth preservation and international diversification.
Riaan holds a Bachelor of Commerce (BCom) degree from the University of Pretoria and is a Certified Financial Planner (CFP), underscoring his technical expertise and professional commitment to ethical and effective financial planning.
With his extensive experience, strong industry knowledge, and unwavering dedication to client success, Riaan remains a trusted name in offshore investment consulting within Old Mutual.
Rob Macdonald
Rob Macdonald is passionate about helping financial planning and investment management businesses achieve better client outcomes.
Having held several senior executive positions in the investment industry, he is now an independent coach and consultant and has been a pioneer in the delivery of behavioural coaching and practice management programmes for financial advisers since 2014.
Rob is co-organiser of the annual Humans Under Management South Africa conference and is a sought-after speaker and writer. He is author of the book, The 7 Pillars of Financial Health - Partnering with a Professional to Thrive; and co-author of the books, Rethinking Leadership and Frontiers in Financial Psychology. Rob is an editorial adviser to Blue Chip Journal and a regular contributor the publication.
In 2023 Rob was awarded the FPI Harry Brews Award for his contribution to the financial planning profession in South Africa.
Rob is a Certified Financial Planner (CFP®) and a qualified coach and counsellor.
He holds a M Phil (Management Studies) from Oxford University and is a former Director of the MBA Program at the Graduate School of Business, University of Cape Town.
Ryan Jameson
Ryan joined Fairtree in 2016 and is the Head of Retail North and KZN. He has over 25 years of experience in the financial services industry. He began his career at Momentum in 1998, where he held various roles in investment marketing, sales and distribution for over 15 years. During this time, he also led the national team of investment specialists and legal advisers and served on the Group Investment Committee. He then joined Investec, where he continued to focus on the sales, marketing and distribution of the Investec fund range.
Ryan later returned to Momentum as the Head of Wealth Management, where he was responsible for integrating the investment philosophy, house views, fund solutions and wealth management proposition. He holds a Bachelor of Commerce degree in Economics from the University of South Africa and a Postgraduate Diploma in Financial Planning from the University of the Free State.
Sabelo Mjaja
Sabelo Mjaja, Old Mutual International (OMI) Offshore Specialist, looks after the KZN region for OMI. Previously, Sabelo was with FNB Private Wealth where he was a Private Wealth Adviser. Sabelo has extensive experience in wealth management, having been with Nedbank Private Wealth as a Wealth Manager prior to joining FNB. Sabelo is a CFP® and holds a BCom in Economics and Finance.
Werner Vlok
Werner was appointed Investment Specialist at Amplify in July 2024. His career has been shaped by a deep passion for the investment industry and a commitment to continuous learning. With over 18 years' experience in the financial markets including wealth and portfolio management roles at leading institutions such as Glacier and Sanlam Private Wealth Werner has developed a robust understanding of market cycles and a wide range of investment philosophies.
At Amplify, Werner is drawn to the firm's boutique culture, diversified products offering, and disciplined investment mindset. He values an environment where intellectual rigour, independent thinking, and a relentless focus on client outcomes are central to decision-making.
Werner holds a BCom Honours degree in Economics from the University of the Free State and is a Certified Financial Planner® (CFP®).
