Key People |
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| Plexus Group | |
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Founder & Executive Chairman and member of the Plexus Investment Committee; previously General Manager: Portfolio Management at Sanlam responsible for the investment portfolios of Sanlam's individual policy-owners - portfolios the assets of which totalled more than R35 billion; 26 years' experience of investment research and portfolio management. |
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Managing Director and member of the Plexus Investment Committee; previously with Old Mutual Asset Management and Managing Director of m Cubed Unit Trust Management Company; Chairman of Association for Savings and Investments SA (ASISA) Fund Manager Committee; 16 years' experience in the investment and asset management industry. |
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Ian Pallot, Financial Director; ACA (Institute of Chartered Accountants in England & Wales); CA (SA); previously a partner at Coopers & Lybrand and an investment banking consultant; 20 years’ experience in business start-ups and corporate restructuring, corporate finance, structured property finance and private equity. |
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Investment Strategy Consultant and member of the Plexus Investment Committee; previously Senior Portfolio Manager at Sanlam (with R54 billion under his management); Senior Portfolio Manager at BoE Asset Management (responsible for the management of BoE Growth Unit Trust); Chief Investment Officer of PSG Asset Management; 25 years' experience of investment research and portfolio management. |
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Head: Investment Research and member of the Plexus Investment Committee; experienced quantitative analyst who, amongst others, was responsible for the design and development of the Plexus Unit Trust Indices. |
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Jacques Booysen Jacques Booysen, Investment Analyst; Bachelor of Accounting; CFA level-2 candidate; previously employed as a commodities trader, qualified to trade on Safex Agri; and at Old Mutual as a retirement fund accountant; 4 years’ experience in investments and asset management. |
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Head: Business Development-Africa; previously General Manager at Sanlam responsible for various marketing and distribution functions; 35 years' experience of all aspects of marketing and sales. |
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Head: Legal Services and Compliance; admitted attorney with 10 years' experience of the financial services sector. |
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| External Associates | |||
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Director of Plexus Mauldin Alternative Investments; CEO and founder of Millennium Wave Advisors LLC. He is a prolific author and editor of the popular Thoughts from the Frontline e-newsletter, which goes to over 1,5 million readers weekly. John is a New York Times best-selling author of two investment books, namely Bull’s Eye Investing and Just One Thing. |
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Paul Rainier-Pope, Investment Adviser of Plexus Global Asset Management; Certified Financial Planner (CFP) and full member of the Financial Planning Institute of South Africa; holds a post-graduate Diploma in Financial Planning and has seven years’ experience in the investment advisory industry, specialising in wealth management.
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