Slidedec k sponsor ed by AfricaSIF.org is an independent, pan- African, not-for-profit network, knowledgebase and advocate promoting investment in sustainable

Slidedeck sponsored by

1

AfricaSIF.org is an independent, pan-African, not-for-profit network,

knowledgebase and advocate promoting investment in

sustainable development across the continent. Launched in June 2010,

the AfricaSIF.org Project is building a network of institutions and

individuals promoting sustainable investment in Africa by investors in

public, private and philanthropy sectors across asset classes,

countries and stakeholders from our platform @ africasif.org.

BIOGRAPHIES

AfricaSIF.org Marketplace Trends Report 2012

AfricaSIF.org Project 2009-2012 | http://www.africasif.org/marketplace-and-trends-report.php | [email protected] | twitter.com/africasif | all rights reserved ® 2012


AfricaSIF.org Marketplace Trends Report 2012

• This project will develop project plan, recruit project manager and project partners to research, analyze and publish the inaugural AfricaSIF.org Marketplace Trends Report 2012 looking at the sustainable investment market size and dynamics in 54 countries in Africa. For the first time, global SIFs are harmonizing the reporting, so AfricaSIF.org will contribute the Africa coverage into the global SIFs Trends Report in Dec 2012.

• The report is a collaborative project to be released publicly. AfricaSIF.org is transparent and inclusive. All project partners will work for the best interest of the report and the project to make it happen.

• The Project Team has 2 groups:– Partners– AfricaSIF.org volunteers

• Learn more at http://www.africasif.org/marketplace-and-trends-report.php


3

1.2 PROJECT TEAM - PARTNERS



4

Project team: Adri Grobler, Frost & Sullivan…

Current role/s

Previous role/s

Background

Education

Your linkedIn weblink1. Name2. Name of Firm3. Twitter @...4. Skype5. Cell 6. Date of Birth:7. Nationality:8. Education [Indicate

college/university and other specializededucation of staff member, giving names of institutions, degreesobtained, and dates of obtainment]:

9. Membership of Professional Associations:

10. Other Training [Indicate significant training since degrees

11. Countries of Work Experience: [List countries where staff hasworked in the last ten years]:

12. Languages:


headshot

5

Adri Grobler

Functional Expertise• More than 8 years of consulting expertise, which include case study based research in emerging markets• Particular interest and expertise in business strategy

- Growth processes, systems thinking and scenario planning, value propositioning

Industry Expertise Experience base covering a broad range of sectors, leveraging long-standing working relationships with leading industry

participants’ Senior Executives in both private and public sectors- Chemicals and materials, mining and mineral beneficiation, manufacturing- Maritime, upstream Oil & Gas, energy and renewable energy, infrastructure development- Water and process solutions, food and beverage manufacturing, home and personal care

What I bring to the Team• Qualitative and quantitative data collection and analysis • Commercial and strategic insight• Stakeholder management, presentation, workshop facilitation. Strong client focus.• Management and coordination of multiple projects, ensuring timeous and high-quality delivery• A passion for public-private sector collaboration and the sustainable development of emerging markets

Career Highlights (relevant to project)• Frost & Sullivan Lead Analyst on Phase II of the Saldanha Bay IDZ feasibility study (2011), commissioned by the Provincial

Government of the Western Cape. Frost & Sullivan successfully delivered the commercial feasibility study of 10 short listed industries; including market potential and competition, capital expenditure, operational expenditure, employment potential, investor interest, funding models and strategic alignment with public sector initiatives

• Frost & Sullivan Project Manager and Lead Analyst on Phase III of the Saldanha Bay IDZ feasibility study (2012). Building upon the 2011 study, Frost & Sullivan successfully conducted a detailed commercial feasibility study of an IDZ at Saldanha Bay that services the needs of the offshore O&G industry in Sub Saharan Africa; including a.o. marine repair activities, a supply base and fabrication. In addition, Frost & Sullivan compiled a strategic marketing plan for said IDZ, which included a dynamic model based on systems thinking principles, co-developed by public sector stakeholders.

Education• MBA Strategy (with distinction), UCT Graduate School of Business. Gold medal winner.

Adri GroblerTeam Leader & Snr. Industry Analyst

Frost & SullivanAfricaCape Town


6

Project team: Gareth Allison, MSCI Africa…

Current role/s

Previous role/s

Background

Education






12. Languages:


headshot


7

Project team: Therese Niklasson, Investec AM…

Current role/s

Previous role/s

Background

Education






12. Languages:


headshot


8

Project team: Adrian Bertrand, GEPF…

Current role/s

Previous role/s

Background

Education






12. Languages:


headshot


Project team: Jon Duncan, OMIGSAJon joined OMIGSA on 1 February 2011 and is responsible for supporting the integration of environment, social and governance (ESG) factors across OMIGSA’s investment capabilities. This work includes:• Developing and maintaining and ESG risk/ opportunity screen across

the various assets classes in which OMIGSA has investment capability;• Incorporate ESG factors into equity analysis and valuation;• Supporting the listed equity capabilities with regards to proxy voting

and engagement; • Driving the OMIGSA Responsible Investment strategy and

implementation plan; • Representing OMIGSA in industry discussions on Socially Responsible

Investing (SRI)/ESG principles, regulations and frameworks such as the South African Code for Responsible Investment (CRISA) and the United Nations-backed Principles of Responsible Investment (PRI).

• Jon comes from a sustainability consulting background having worked across various industries in Africa. He brings a practical insight into the way in which ESG factors materially impact on investment performance.

• Prior to joining OMIGSA, Jon worked at Environmental Resource Management (ERM) as a partner for four years.

• http://za.linkedin.com/pub/jon-duncan/47/403/507

Jon DuncanESG Analyst, Old Mutual Investment Group [email protected]

11 February 1973South AfricanMSc: Environmental ScienceBSc: Civil Engineering


10

Project team: Mark van Wyk, Mergence• Mark Van Wyk’s 11 year career includes development finance, structured

finance, external auditing and property management has included financial administration; management accounting; work experience at Pricewaterhouse Coopers - international accounting firm, a large commercial property portfolio manager, a large JSE listed empowerment organization and as part of large non-bank financial intermediary.

• A Chartered Accountant (SA) by profession, Mark started his career as an assistant systems accountant at Gensec Property Services in Johannesburg following three years of tertiary education at the University of Cape Town. Mark passed all his CA (SA) qualifying exams upon first attempt. Mark is currently registered for CFA 3, which he expects to complete in 2013.

• In 2002 Mark elected to move back to Cape Town from Johannesburg to pursue his ambition of qualifying as a CA(SA) and completed his articles at PWC where he specialised in Financial Services. In 2004 Mark was seconded to PWC-New York. Prior to joining Mergence Investment Manager in 2011, Mark was a Manager at Mettle responsible for sourcing, arranging and the implementation of Debt and Equity transactions with a main focus on securitizations, preference share placements and corporate debt structuring. At Mettle, Mark was also responsible for establishing new wholesale debt funding relationships, performing due diligences, drafting business plans, financial modelling, liaison with funding partners and oversight of proprietary private equity investments by Mettle within the financial services sector.

• Other areas of specialisation where Mark has been involved in are beneficial business model design and evaluation and impact assessments.

• …

Mark van WykMergence Investment Managers25 August 1978South AfricanB Com (Hons), (CA) SASAICA, ABSIPEnglish, Afrikaans (fluent)

AfricaSIF.org Project 2009-2012 | africasif.org | [email protected] | twitter.com/africasif | all rights reserved ® 2012


Project team: Barbara Evans, Bloomberg ESG

• Barbara Evans is a senior analyst on the Bloomberg ESG team in London where she is responsible for the development of the Bloomberg ESG data product and all related functionality. Barbara has over 5 and a half years of investment and research experience, 4 years of which were spent as an analyst on the Sustainability Research team at RCM, the global equity arm of Allianz Global Investors.

• Barbara has an MSc in Environmental Science from Imperial College London and a BA in Geography from St. Hilda’s College, Oxford University.

• http://uk.linkedin.com/pub/barbara-evans/1/993/888

Barbara EvansSenior ESG AnalystBloombergbloomberg.com

25 June 1980BritishBA (hons) 2001, MSc 2006London, FrankfurtEnglish


Project team: Jako Volschenk USB

Jako joined the AfricaSIF>org project team in 2012 to support academic interaction in Africa, and increase the knowledgebase research workload.• Jako Volschenk is a Lecturer in Environmental Finance and Environmental

Sustainability at the University of Stellenbosch Business School (USB) as well as on other Masters programs in South Africa and France, for example, Grenoble Ecole de Management.

• He consults in the areas of energy, carbon trading and environmental sustainability. Jako has furthermore published in the areas of energy and sustainability, as well as microfinance, He has supervised numerous Masters students in the areas of energy, climate change and microfinance.

• Previously Jako was a researcher with the Africa Centre for Investment Analysis and acted as organiser of the Africa SMME Awards. Jako also consulted in the area of social impact of private equity investments in South Africa. He is currently reading for his PhD in the area of emergent corporate climate change strategies in South Africa.

• http://za.linkedin.com/pub/jako-volschenk/8/b84/50

Jako Volschenk Lecturer: Business and the environment, University of Stellenbosch Business School


13AfricaSIF.org Project 2009-2012 | http://www.africasif.org/marketplace-and-trends-report.php | [email protected] | twitter.com/africasif | all rights reserved ® 2012

photo

name

Title/org

Yrs in investment/research

education

email

skype

Documents

Slidedec k sponsor ed by AfricaSIF.org is an independent, pan- African, not-for-profit network, knowledgebase and advocate promoting investment in sustainable