The Art of Randomness

Melvyn Lubega is a business person and IT entrepreneur. Following his graduate studies at the University of Oxford as a Rhodes Scholar, he co-founded Go1, an international software company that currently serves clients in more than 20 countries. Prior to that Melvyn worked for the Boston Consulting Group, where he was their first associate in Sub-Saharan Africa. He also did a summer internship at Goldman Sachs in the UK. Melvyn is Vice-chairperson of the St John’s College Foundation Board. He is an Old Johannian and was Head of School in 2007. We discuss his upbringing, his roots in Uganda, his academic experiences at the University of Cape Town and Oxford as well as his leadership roles.

Melvyn Lubega is a business person and IT entrepreneur. Following his graduate studies at the University of Oxford as a Rhodes Scholar, he co-founded Go1, an international software company that currently serves clients in more than 20 countries. \n\nPrior to that Melvyn worked for the Boston Consulting Group, where he was their first associate in Sub-Saharan Africa. He also did a summer internship at Goldman Sachs in the UK. \n\nMelvyn is Vice-chairperson of the St John’s College Foundation Board. He is an Old Johannian and was Head of School in 2007.\n\nWe discuss his upbringing, his roots in Uganda, his academic experiences at the University of Cape Town and Oxford as well as his leadership roles.

The role of media as part of the job in investment management.\nRobinhood and looking behind the curtain of their business model.\n\"Who Cares About Poor People\".\nElon Musk hosting ClubHouse chats.\nJeff Bezos stepping back.\nAll things electronic vehicles - Battery Technology\nChina! - Defending its Turf, AliPay, Jack Ma\nSoftBank - Staging a comeback (burnt fingers & lessons learned)\nThe future of Google - Structural right to win\nThe numbers! - reporting season, Apple, Spotify, and others

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. The team discusses: 1. Donald Trump & US Election 2.The bicycle of Economics and Politics 3. The coming IPO's 4. SPAC's, PIPE's & EV's 5. Conglomerates & Competitors - VISA 6. Our capital markets risk & liquidity - Delisting 7. Asset manager skin in the game 8. Chamath Palihapitiya - Climate Change Investments 9. Bright's rant on talent development in the SA listed environment - Pick 'n Pay 10. Stay Safe #COVID19 Thank you for your support #5StarRating #LeaveAReview

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. This episode is a summary of 2020 and all the madness that it was and the view of 2021 that is shared by Bright Khumalo and Thamsanqa Netha Welcome to 2021

Today we are joined by Michael Jordaan, the rockstar banker turned venture capitalist. Where he discusses his upbringing, and how he fell in love with banking which led to him to the top position at First National Bank, and how he quit it all to join his family full-time in a farm down in Stellenbosch, where he makes wine and invest in startups. Michael matriculated from Paul Roos Gymnasium, Stellenbosch in 1985. He completed his undergrad degree in Law, M.Comm (Economics), and Ph.D (Banking Supervision) at Stellenbosch University. He’s had a very interesting career in banking from being a management trainee with Deutsche Bank in Hamburg and Frankfurt. He came back home where he joined RMB where his career accelerated. He held different CEO positions from being the CEO of Origin Bank, to being the CEO of FNB HomeLoans, CEO of eBucks, CEO of FNB Customer Solutions, to finally landing the big job of being the CEO of First National Bank which he held for 10 years. During his tenure, FNB was named the “World's Most Innovative Bank" in the 2012 Global Banking Innovations Awards, which used to be held in Washington, DC before Covid times. In 2013 he was the Sunday Times Business Leader Award winner and in 2014 was awarded the CNBC All Africa Business Leader of the Year Award. In 2014 he founded a one man shop venture capital firm Montegray Capital, a name inspired by the mountains of Stellenbosch. He went on to co-found a new digital-only bank called Bank Zero, which doesn’t operate on the same archaic rails as traditional SA banks. Other investments under Montegray include the 5G Telecoms’s business Rain, the Montessori/Cambridge school Newberry House, Bos Ice Tea, a quant-driven investment management firm NMRQL Research etc. We hope you enjoy this podcast as much as we did making it!

Join Bright Khumalo and Thamsanqa Netha as they discuss all matters relating to global investment and finance from the views of two young Africa investors

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. Appreciation of guest on the pod Amazon monster numbers Ant Group listing Visa & Master Card growth SAA, SABC SOE and Economic models ( #ThisIsZim2.0) Dangote listing Softbank & WeWork Valuation The Future of payments (@MFS_Africa & @PayPal) Advertising on the Internet (Google) Pinterest Spotify!!!!!! - Can they get sport! What we are reading???? Thank you for your support #5StarRating

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/

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.

The Art of Randomness — 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

The Art of Randomness — Today we are joined by 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 uprigig ad schooling, his first interest in ivestig, how he founded 36One with Steven Liptz, his love for nature as well as his views on some of his well renowned short trades.

The Art of Randomness — 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

The Art of Randomness — 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.

The Art of Randomness — Today we are joined by Sonja de Bruyn who has has 20 years’ experience in financial services having studied Law, Business and Economics. Sonja is also a co-Founder and Principal Partner of Identity 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. Sonja was previously Executive Director of WDB Investment Holdings from 2002-2007, where she led several large BEE acquisitions including Bidvest, FirstRand, Discovery and Anglo-Coal Inyosi. She started her career in investment banking at Morgan Grenfell (later Deutsche Bank) in 1996 and worked in their Johannesburg, London and Tokyo offices. 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. Sonja 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 UK and Japan. Studying in Canada, ad returig home to build participate in the development of a new South Africa

The Art of Randomness — Join Bright Khumalo and Thamsanqa Netha as they discuss all matters relating to global investment and finance from the views of two young Africa investors

The Art of Randomness — 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

The Art of Randomness — Join Bright Khumalo and Thamsanqa Netha as they discuss all matters relating to global investment and finance from the views of two young Africa investors

The Art of Randomness — 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.

The Art of Randomness — Join Bright Khumalo and Thamsanqa Netha as they discuss all matters relating to global investment and finance from the views of two young Africa investors