S.W.A.N. INSIGHTS

The Investment World in Flux.

Date: 21 May 2025

Time: 17:00 – 19:30

RSVP: 14 May 2025

ABRU Motor Studio on Lourensford Wine Estate in Somerset West

EVENT OVERVIEW

We’re excited to invite you to our next S.W.A.N. Insights event on 21 May 2025, where we’ll unpack market movements, portfolio performance and unlocking the complexities of beneficiary planning.

Gregoire Theron will provide an investment macro overview, and Duncan Theron will guide you through a concise update on our Funds, sharing insights to help you navigate today’s opportunities and tomorrow’s challenges.

Our guest speaker, renowned Marc Lindley from Ninety One, will present on “All about beneficiaries”—a critical yet often overlooked element of holistic wealth planning.

We’ll round off the event with an update from our partners at Village Collective, showcasing the impact of purpose-driven projects in Somerset West.

Join us for an evening of knowledge, perspective, and connection. Don’t miss this opportunity to engage with industry leaders and gain valuable perspectives about investments and financial planning. RSVP now to secure your spot!

17:00 – 17:20: Arrival Drinks

17:30 – 19:15: Presentations

19:15: Post-Event Drinks and Canapes

Gregoire Theron

Chief Investment Officer: GraySwan

As Chief Investment Officer, Gregoire leads the GraySwan Investment Committee and investment manager research efforts. He and his research team focus on proprietary and fundamental investment manager research. He is exceptionally committed and together with his team of research analysts, performs rigorous and scrutinizing investment manager due diligence, both qualitatively, quantitatively and operationally. No stone is left unturned as they skillfully find tomorrow’s consistent performer.

He has 21 years’ investment experience of which 16 years as an investment consultant and 5 years in offshore alternative investment management. His previous role as Head of Risk at Sanlam’s offshore alternative investment business strategically trained him to find and thereafter monitor investment managers with superior risk-adjusted-performance. His thorough and critical thinking feeds into his role as Senior Investment Consultant to provide transparent and leading-edge investment solutions for you.

Under his eagle eye guidance, the investment manager research team continuously meets with investment managers as part of our due diligence process and furthermore produces more than 30 different extensive monthly peer group investment manager surveys, covering all asset classes within local, developed and developing markets.

Duncan Theron

Chief Executive Officer: GraySwan

Duncan has 26 years of investment experience of which 21 years as an investment consultant and 5 years in offshore alternative investment management. His extensive investment experience in both fields provides him with a unique perspective to ask the right questions and provide high conviction investment insights.

Duncan has consulted to most of the largest and most prestigious retirement funds in South Africa. He previously fulfilled the role of Director, Head of Manager Research and Senior Investment Consultant at two of the largest investment consulting companies in South Africa. He also previously fulfilled the role of Managing Director and finally the Chief Investment Officer of Sanlam’s offshore alternative asset management business.

In 2010 he founded GraySwan, a boutique and independent investment consulting and wealth management company, alongside his partners Gregoire and Tania.

Marc Lindley

Product Specialist: Ninety One

Marc Lindley is Product Specialist at Ninety One Investment Platform with responsibility for the Strategic Initiatives Channel. Marc works closely with the Product and Sales teams and focuses on opportunities and challenges that present themselves as a result of regulatory change whilst also providing technical support to the Sales teams on a national basis. He has extensive industry experience around half of which was spent in the UK including Sales and Investment Writing roles at Deutsche Asset Management and Fidelity Worldwide Investment.

Marc joined Ninety One Investment Platform in 2009 from HSBC Global Asset Management where he was Associate Director responsible for distribution in the Northern England, Scotland and Northern Ireland region.

Mariette du Toit-Helmbold

Chief Destineer: Village Collective

Mariëtte du Toit-Helmbold established Destinate in 2013 after ten years as the CEO of Cape Town Tourism. Destinate is a bespoke destination management and tourism marketing agency. They develop and help implement strategy, build brands, market destinations and connect people with great brands and destinations (often over good food and wine).

Mariëtte is an international destination marketing and tourism thought leader, strategist and in demand internationally as a speaker on tourism, wine tourism, trends in marketing, destination marketing, brand innovation and digital marketing.

She has great insight in wine tourism and was responsible for the first national research project on wine tourism for South Africa. She developed South Africa’s first national wine tourism strategy and led the first phase of implementation thereof.

She understands the importance of having a global and futuristic perspective, but her ability to implement globally relevant vision and strategy within a distinctively local context with tangible results is what has truly positioned her as a thought leader in tourism, marketing and strategic communications.