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29
OCT

Know Yo Pepo - Trevor Muchedzi

Today we discuss with Trevor Muchedzi who is the founder and CIO of One Transaction Capital. His vision is to build an industry-focused global investment company with an entrepreneurial spirit that will partner with talented founders and management teams to create and develop disruptive businesses in developed and emerging markets.

Trevor is an avid growth investor. He runs a weekly blog, The Northerners, where he researches and shares insights into global investment opportunities and portfolio construction strategies. His thesis covers companies that have huge reinvestment opportunity sets, are gaining market share within their core sectors, and have a high Return On Invested Capital (ROIC). The blog is targeted at investors looking to construct diversified global portfolios.

We discuss offshore investing

Key Articles mentioned in the conversation:
1. coversatiohttps://abovethecrowd.com/2011/05/24/all-revenue-is-not-created-equal-the-keys-to-the-10x-revenue-club/
2. https://ark-invest.com/ark-video-archive/
23
OCT

Know Yo Pepo - Warren Ingram

Today we are joined by Warren Ingram, author and co-founder of Galileo Capital. Warren is an Executive Director at Galileo Capital where he is responsible for wealth management and retirement planning services.

He has been in the private client financial services industry since 1996 and was most recently employed by HSBC Bank (Plc) in South Africa where he was responsible for their Wealth Management division.

He's authored two books "Become Your Own Financial Adviser: The Real Secrets to Becoming Financially Independent" and "How to Make Your First Million". Where he shares real South African stories on how to achieve financial freedom.

We hope you enjoy this conversation.
28
SEP

Off The Cuff - Part 4

As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.

RIP Ruth Bader Ginsberg
The Economics of UFC
Tesla Killers - GM & Nikola
US Capital Markets - liquidity, growth, SPAC's & listing of loss making companies
The Apple Event - Transformation of Apple
TikTok & Oracle
RAIN valuation - ARC Rights Issue, REINET, Richmont & regulation of listed investment companies
Youtube - it's global influence & earnings
Snowflake - cloud computing
Venus and proof of life
Ray Dalio and his bad year
Social Dilemma - Netflix
17
SEP

Know Yo Pepo - Cy Jacobs

Today we are joined by the legendary hedge fund manager Cy Jacobs.

Cy is a co-founder of 36ONE Asset Management and heads the investment team. Before 36ONE, he was a portfolio manager at Investec Securities, where he was head of the Opportunities Mandate. Prior to that, Cy was a Director at HSBC, where he jointly managed the Nedbank Entrepreneur Fund. Cy completed his accounting articles at Kessel Feinstein (later acquired by Grant Thornton).

We discuss his upbringing ad schooling, his first interest in investing, how he co-founded 36One with Steven Liptz, his love for nature as well as his views on some of his well renowned short trades.
09
SEP

Off The Cuff Part 3

As we say the Art of Randomness, we give you the listener, an inside look (or listen) at our raw and candid behind the scenes conversations as investment professionals.

We discuss:
Black Panther - RIP Chadwick Boseman
MTN new CEO Ralph Mupita
IPP's and power cuts
Unions and Pension funds
Sovereign Wealth Funds and State Owed Enterprises
SARB and money supply
Sea Limited and Tencent
Podcast wars - Spotify, Joe Budden and Joe Rogan
Venture funds in SA - seed investment of R100,000
Purple Group
Our current investment strategies and what we are looking at now
02
SEP

Know Yo Pepo - Prof. Saul J. Abelson

Today we are joined by Bright’s Brazilian Jiu Jitsu professor Saul J. Abelson. He’s a landscaper by day and fighter by night. He has a black belt in Judo, Japanese Jiu Jitsu, and Brazilian Jiu Jitsu. His passions are plants and design, his bonsai, writing poetry, making music, jiu jitsu.

Saul was brought up in a family of 6 in a religious Jewish environment and was actually doing security work for a local synagogue when he was offered free judo lessons by one of the community members. His sensei believed in training in multiple disciplines and he had black belts in Karate, Judo and Japanese Jiu Jitsu and encouraged him to try different styles.

When Saul was a brown belt under his first sensei, he discovered Mixed Martial Arts (MMA) and Brazilian Jiu Jitsu with Nathan Raaths. That was 13 years ago and he's been training in one style or another for about 20 years. Aside from that he’s a musician having played in a couple bands, he enjoys playing in his garden and being out in nature, and he also loves writing slam poetry and making music.

Interestingly he's mixed music styles as much as he's mixed up his martial arts training. Saul has been in a punk band before and played at Oppikoppi bru. He's a singer, songwriter of country and western outfit and now he's about to release a rap album under the name The Truth Fairy.
26
AUG

Know Yo Pepo - Sonja de Bruyn

Today we are joined by Sonja de Bruyn, a tour de force of a lady with over 20 years of experience in the financial services sector having studied Law, Business and Economics. Sonja is a co-Founder and Principal Partner of Identity Capital Partners (“Identity”), a women led investment, advisory and financing firm. Identity has an investment portfolio of 12 companies in diverse sectors. Identity’s advisory services include transaction advisory, BEE retail offers, financings, transformation and empowerment policy.

She started her career in investment banking at Morgan Grenfell (now known as Deutsche Bank) in 1997 working on mergers and acquisitions, privatisations, IPOs, and financings across the Johannesburg, London and Tokyo offices and ultimately becoming a vice-president.

Sonja then joined WDB Investment Holdings from 2002-2007 as an Executive Director, where she led several large BEE acquisitions including Bidvest, FirstRand, Discovery and Anglo-Coal Inyosi. She was previously a trustee of the National Empowerment Fund and member of the Presidential Work Group on BEE.

Sonja has 15 years’ experience as a Director of Companies, having served on the Boards of FirstRand, Anglo American Platinum, and Mr Price Group. Sonja is currently a Non-Executive Director of RMB/RMI Holdings, Discovery Group and Remgro.

She holds an LLB (Honours) degree from the London School of Economics and an MA in Economics and Business from McGill University in Montreal. She completed the Harvard Executive Programme in 2012. She has been the recipient of numerous awards.

We spoke about her upbringing in exile (Zambia), working in the US and Japan. Studying in Canada, ad returning home to build and participate in the development of a new South Africa.
19
AUG

Know Yo Pepo - Fulu Makwetla

Fulu Makwetla is the Founding Partner and Managing Director of Third Way Investment Partners; she is also a non-executive director of All Weather Capital, a Sandton based specialist asset manager. She was previously the Investment Manager of the Government Employees Pension Fund (GEPF) – the largest pension fund in Africa, with assets in excess of R1.8 trillion, representing the retirement interest of 1.3 million members and over 450 000 pensioners. During her tenure at the GEPF, she served on the Investment Committee of the Pan African Infrastructure Development Fund and represented the GEPF on several advisory boards of Private Equity Funds.

Prior to joining GEPF, Fulu was an Executive and Senior Consultant at RisCura, consulting to Pension Funds, Insurance Companies and Medical schemes in Southern Africa. She was an employer elected trustee of the RisCura Provident Fund. She also worked for RMB Asset Management and has over 15 years of industry experience.

She currently serves as a director on the board of the Southern African Venture Capital and Private Equity Association (SAVCA), an industry body that advocates for private equity and venture capital asset classes in Southern Africa.

Fulu holds a Bachelor of Commerce in Econometrics and a Bachelor of Commerce (Hons) in Economics from the University of Pretoria, South Africa.

We discuss her upbringing in Venda and how that shaped her views on juggling work, family, friends, a healthy lifestyle, and integrity. We also talk about her foray into the asset management business and her career advancement in pension fund management industry.
12
AUG

Know Yo Pepo - Delphine Govender Part 2

Today we are joined by the awesome Delphine Govender the co-founder and Chief Investment Officer at Perpetua Investment Managers – a value-oriented, long-only investment management firm which commenced operating in October 2012.

Delphine is a qualified Chartered Accountant and CFA charterholder. She has been in financial services sector for the past 21 years and in the investment management field for the past 18 years. Delphine gained the majority of her experience at Allan Gray Limited where she was employed for almost 11 years. She held the position of portfolio manager from 2005 and executive director from 2006.

Delphine left Allan Gray to start Perpetua Investment Managers as she believed there was an opportunity to build the next generation of asset management firms in South Africa, firms that could be differentiated from the established mega players by being authentically active in their investment approach and also more representative of the diversity of thought and people of our country and continent.

We talk to her about her upbringing with parents who were both academics. The decisions they made helped give her a great perspective on life. She walks us through what led her choice to becoming a CA and her love for business and finance. We also chat about her love for family & Cape Town, her view on personal finances, How she made the decision to become an entrepreneur and her view of being in the Investment Management game for more than 20 years. Enjoy 😊

Don’t forget to give us 5 stars on iTunes. 🥳🥳🥳🥳

iTunes:

https://podcasts.apple.com/za/podcast/the-art-of-randomness/id1519411469?i=1000487458503

Spotify:

https://open.spotify.com/episode/7tRU68ZSGGSIzhYo0DouII?si=aM19dN6aRP-gpzBb_39XCg
08
AUG

Know Yo Pepo - Delphine Govender Part 1

Today we are joined by the awesome Delphine Govender the co-founder and Chief Investment Officer at Perpetua Investment Managers – a value-oriented, long-only investment management firm which commenced operating in October 2012.

Delphine is a qualified Chartered Accountant and CFA charterholder. She has been in financial services sector for the past 21 years and in the investment management field for the past 18 years. Delphine gained the majority of her experience at Allan Gray Limited where she was employed for almost 11 years. She held the position of portfolio manager from 2005 and executive director from 2006.

Delphine left Allan Gray to start Perpetua Investment Managers as she believed there was an opportunity to build the next generation of asset management firms in South Africa, firms that could be differentiated from the established mega players by being authentically active in their investment approach and also more representative of the diversity of thought and people of our country and continent.

We talk to her about her upbringing with parents who were both academics. The decisions they made helped give her a great perspective on life. She walks us through what led her choice to becoming a CA and her love for business and finance. We also chat about her love for family & Cape Town, her view on personal finances, How she made the decision to become an entrepreneur and her view of being in the Investment Management game for more than 20 years. Enjoy 😊

Don’t forget to give us 5 stars on iTunes. 🥳🥳🥳🥳

iTunes:

https://podcasts.apple.com/za/podcast/the-art-of-randomness/id1519411469?i=1000487458503

Spotify:

https://open.spotify.com/episode/7tRU68ZSGGSIzhYo0DouII?si=aM19dN6aRP-gpzBb_39XCg
04
AUG

Know Yo Pepo - Sindi Mabaso-Koyana Part 2

We are kicking off Women’s Month with a conversation with Sindi Mabaso-Koyana, the co-founder and executive chair of the AWCA Investment Holdings (AIH). She’s a rockstar in Finance; known for her role as a champion for the advancement of women in business and corporate. In this podcast we discuss her upbringing in rural KZN, her passion for auditing, and some of her investments.

Sindi matriculated from Ogwini Comprehensive High School in Umlazi, KwaZulu Natal. She then went on and completed her undergraduate degree in Accounting, and in 1991 completed her post graduate diploma in accounting at University of Natal PMB.

She began her career as an audit trainee at Deloitte (Durban), post her articles she paid her dues at Robertsons for a year, then went on to be a founding partner at Gobodo Inc. Her career includes being the financial director at Sarhwu Investments, managing director at Viamax a fleet management and logistics business within Transnet, to being the CFO of Transnet from 2001–2004, managing partner and director at Ernst & Young, group CFO at PRASA.

She has been named by the Financial Mail as one of the top 20 most powerful business women in South Africa and was a finalist for the Business Woman of The Year Award in 2004. In 2013 she was nominated by CEO Magazine as the most influential woman in business and public sector.

In 2008 she co-founded a non-profit AWCA, an organisation formed for the development of African Women CAs where she continues to bring the CA profession to young women from previously disadvantaged communities and continues to mentor them.

AWCA Investment Holdings (AIH) was subsequently founded to ensure the long-term financial sustainability of AWCA the non-profit. Investments in AIH include a stake Atos an IT company from France with SA operations, Atlas Motor Services, Hollard Insurance, Reef Tankers etc.

Today she sits on the boards of Adcorp, Public Investment Corporation, Phembani Group, MTN Zakhele Futhi, Toyota SA etc.
01
AUG

Know Yo Pepo - Sindi Mabaso-Koyana Part 1

We are kicking off Women’s Month with a conversation with Sindi Mabaso-Koyana, the co-founder and executive chair of the AWCA Investment Holdings (AIH). She’s a rockstar in Finance; known for her role as a champion for the advancement of women in business and corporate. In this podcast we discuss her upbringing in rural KZN, her passion for auditing, and some of her investments.

Sindi matriculated from Ogwini Comprehensive High School in Umlazi, KwaZulu Natal. She then went on and completed her undergraduate degree in Accounting, and in 1991 completed her post graduate diploma in accounting at University of Natal PMB.

She began her career as an audit trainee at Deloitte (Durban), post her articles she paid her dues at Robertsons for a year, then went on to be a founding partner at Gobodo Inc. Her career includes being the financial director at Sarhwu Investments, managing director at Viamax a fleet management and logistics business within Transnet, to being the CFO of Transnet from 2001–2004, managing partner and director at Ernst & Young, group CFO at PRASA.

She has been named by the Financial Mail as one of the top 20 most powerful business women in South Africa and was a finalist for the Business Woman of The Year Award in 2004. In 2013 she was nominated by CEO Magazine as the most influential woman in business and public sector.

In 2008 she co-founded a non-profit AWCA, an organisation formed for the development of African Women CAs where she continues to bring the CA profession to young women from previously disadvantaged communities and continues to mentor them.

AWCA Investment Holdings (AIH) was subsequently founded to ensure the long-term financial sustainability of AWCA the non-profit. Investments in AIH include a stake Atos an IT company from France with SA operations, Atlas Motor Services, Hollard Insurance, Reef Tankers etc.

Today she sits on the boards of Adcorp, Public Investment Corporation, Phembani Group, MTN Zakhele Futhi, Toyota SA etc.

26 episodes

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