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The Management team of Analytics is a group of highly experienced specialists who are passionate about managing money
MEET THE TEAM:
Dr LANCE VOGEL
Chief Investment Officer
BSC (Hons), Masters (Sci) (UCT), Masters (Eng) (Univ of California), PHD (Wits)
Dr. Lance Vogel is the Chief Investment Officer of the Analytics Group. Dr Vogel was head of the Investec Analytics business for 3 years, responsible for the management of the funds, the asset allocation and the manager selection. Prior to that he was with Peregrine Structuring, SBC Warburg and JD Anderson. He has a wealth of experience in derivatives research, product development and portfolio construction. Lance was rated by Financial Mail and Finance Week as one of the top three derivates analysts for three years running. Before a career change took him into the world of finance, he was Chief Scientist at the Atomic Energy Corporation.
JAMES TOWELL
Managing Director: Analytics
B Com, CAIB (SA)
James is responsible for operations and the qualitative investment process. He brings eleven years of solid investment experience to the Group, all gained at Investec. He has an in-depth knowledge of the industry having worked as a private banker, a senior portfolio manager at Investec Securities and a regional manager at Investec Asset Management.
JOHN ECKSTEIN
Managing Director: Analytics Consulting
B Com, LLB, LLM (Tax law) RAU
John is responsible for the Group's product development, legal and compliance. He spent seven years with Investec, mainly in Asset Management as a director of Investec Fund Managers and Investec Investment Management Services where he was responsible for product development, legal and compliance. John also worked for Investec Treasury where he developed local and foreign investment structures. Prior to this he was in legal practice with Jacobs Robbertse Inc.
DANIEL SCHOEMAN
Portfolio Manager
M.Sc., B.Sc.(Hons),B.Com(Hons),CFA,CFP
Daniel Schoeman is a Portfolio Manager of Analytics multi-manager fund of funds. Prior to this, Daniel worked for Advantage Asset Management as Head of Specialised Investments. Daniel has 9 years investment and portfolio management experience. Before joining Advantage, he was a Portfolio Manager at Investment Solutions.
PENNY DREYERSMITH
Analyst
B.Com (Hons) CIMA
Penny has a solid background in investment analysis. She was previously with Investec Analytics as a portfolio administrator and research and portfolio analyst. She also worked at Plexus Multi-manager as the assistant to the Chief Investment Officer.
BIANCA DIPPENAAR
Head of Operations: Analytics Consulting
B.Com, CFP
Bianca is responsible for operations for Analytics Consulting. Bianca began her career in the financial services industry at RMB Asset Management in 1998 as part of the Direct Sales call centre team; she left the company ten years later as CEO of RMB Unit Trusts. She joined STANLIB in October 2008 as Director of Platform Business and was responsible for the running of STANLIB Lisp and part of the Management Company, including E-Commerce, Platform Solutions, Marketing and Communication, Retail Product Development and Intermediary Solutions business until April 2011.
PETER DREYER
Head of Operations: Analytics
CA (SA)
Peter is the Portfolio Administrator for the Analytics Fund of Funds. He started his career doing his three year accounting articles with BDO before joining Merrill Lynch Investment Managers in London as a Fund Accountant for two years. He then returned to his roots as a financial manager of a group in South Africa's manufacturing industry for three years before joining Analytics.
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