Efficient Select Team
Transcription
Efficient Select Team
Efficient Select Team Luis Levy Managing Director, PM BCom, CFA Luis obtained his B Com degree from the University of Cape Town and is a CFA Charter Holder. He started his financial services career in 1998 at Old Mutual and has gained valuable experience in fund management at several leading financial institutions. Luis was one of the founders of Mergence Investment Managers – a company which he helped expand to assets under management in excess of R6 billion in institutional funds at the time of his departure. During his career he has also managed numerous retirement funds. As Managing Director of Efficient Select, Luis oversees the Specialist Manager Boutique and the progression of the company in the institutional market. Brendan Vadas Nolan Wapenaar Chief Investment Officer, PM CFA, CAA ATPL, FAA MEI Head of Fixed Income MCom Brendan’s career commenced at Valugro Capital as junior analyst. After the merger in 2007 he progressed up the ranks to CIO of Efficient Select in 2010. He is a CFA Charter Holder and is responsible for the multi-boutique asset management philosophy, processes and investment team at Efficient Select. Nolan obtained his MCom degree from the University of the Witwatersrand and is a CA(SA). He gained experience in trading and structuring fixed income at both Rand Merchant Bank and Deutsche Bank. He previously headed the Deutsche Bank European Structured Credit Finance trading desk with assets under management in excess of $3 billion. Robert Enslin Callan Williamson Head of Private Clients BCom Honours, CFA Junior Analyst BBusSc CFA – Level II candidate Robert has been with Efficient Select since 2008 and has been the coportfolio manager of Efficient Select’s Specialist Funds since 2011. Besides his Portfolio Management role, Robert was also actively involved in equity research and making asset allocation decisions across Efficient Select’s funds. Robert holds a BComm Honours degree in Financial Analysis from the University of Stellenbosch and is also a CFA charter holder. Callan Williamson joined the Efficient Select team after completing a BSSci degree in Finance at the University of Cape Town. Efficient Select Team Niklas von Maltzahn Ryan McCaughey Junior Quants Analyst BBusSc Junior Analyst BCom Honours Niklas completed an Honours degree in Actuarial Science, Quantitative Finance and Statistics at the University of Cape Town. He specialises in Quantitative Methods and Research. Ryan Mccaughey joined the Efficient Select team after completing a Bcom Honours degree in Financial Analysis at the University of Stellenbosch. Joel Andrews Olwethu Mzaca Junior Analyst and Dealer BCom Honours Trainee Fixed Income Analyst BBusSc Honours in Economics Joel Andrews commenced employment at Efficient Select as a Junior Analyst. He earned his BCom Honours in Finance from the University of Western Cape. Olwethu Mzaca graduated from the University of Cape Town in 2010 with a Bachelor of Business Science and her Honours in Economics. She started her career in the financial industry in 2011 and worked as a Compliance Assistant for Sanlam Investment Management. Olwethu joined Efficient Select as a Trainee Fixed Income Analyst. Bianca Botha Portfolio Administrator BCom Honours Bianca Botha joined the Efficient Select team as an Administrative Assistant and has since progressed to a Portfolio Administrator. She earned her BCom Honours in Finance and Investments from the University of Western Cape. Our employees are our greatest asset! We continually invest in our pool of talent, and consider it our priority to attract and retain only the best investment professionals.