David has more than 26 years’ experience of working in financial services in South Africa and the UK. After completing his articles with Price Waterhouse he worked as credit analyst and member of Nedbank’s structured finance team. As the ASISA Academy Retirement Fund Trustee Education Programme Champion, David engages with stakeholders, develops workshop curricula and presents Trustee Education workshops. He is an independent trustee to the Nedgroup Beneficiary Fund and the Liberty Corporate Selection Suite of Umbrella Funds.

As a seasoned independent retirement fund trustee Jolly sits on a number of boards of trustees of SOEs and listed companies’ funds. She is the chairperson of two of these funds and has previously worked as the principal officer of the Municipal Councillors Pension Fund. She previously worked at Old Mutual within their Corporate Distribution and Employee benefits divisions. Jolly is also ASISA Academy Principal Officer Professional Qualification (NQF7) Programme Champion.

Tony has been practising as a retirement funds compliance consultant since 2002. Prior to that he worked in legal services for various investment advisors. He is a highly regarded practitioner in the pension fund statutory and regulatory environment, specialising in trustee education and in particular death benefit. Tony is deputy chair of the IRFA Trustee Training and Education Committee, a member of the IRFA legal and Technical Committee, and a   member of the Pension Lawyers Association.

Lavinia holds B Proc, LLB qualifications and is an admitted Attorney, Conveyancer and Notary Public of the High court. She also holds a Masters of Law degree from the University of Cape Town and is a Certified Financial Planner from the Financial Planning Institute. She started her career in the financial services industry heading up legal and compliance departments of various financial institutions. Lavinia is currently an Independent Principal Officer and Trustee of a number of retirement Funds in the public and private sectors

Malizole is a qualified actuary and chairman of the Actuarial Society of South Africa Alternative Investments committee which focuses on the suitability of infrastructure, private equity and hedge funds for institutions such as pension funds. His areas of specialization and focus within the actuarial profession are pensions and investments. In 2017, he was voted by the Mail & Guardian newspaper as one of South Africa’s Top 200 South Africans.

Johan is an actuary with more than 20 years’ experience in various aspects of Financial Services in Southern Africa, who has a particular passion for the development and investment in businesses that can successfully execute on concepts that excel in delivering commercial, social and environmental returns. He is the founder of Life House Finance, which has developed a range of Structured Finance solutions with a significant housing component. He is a member of the Alternative Investments Committee of the Actuarial Society of South Africa to consider the role that actuaries can play in this environment.

Adrian has worked as Head: Africa & Middle East for the UN-supported Principles for Responsible Investment (PRI) where he raised awareness of ESG issues for institutional investor signatories to the PRI and supported them in their implementation of the PRI Principles. Adrian has previously worked as ESG Manager at the Government Employees Pension Fund (GEPF) from 2011 - 2015, where he was responsible for managing and implementing the GEPF’s Responsible Investment programme.