Stephan Hartzenberg, Cfa Email and Phone Number
Stephan Hartzenberg, Cfa work email
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Stephan Hartzenberg, Cfa personal email
Chartered Financial Analyst | MCom (Finance) | BBusSci (Finance)Experienced fund services, capital markets and portfolio management professional with over a decade of experience in managing firms in financial services and capital markets with products in multiple jurisdictions including the Channel Islands, Botswana, Ireland, Mauritius and South Africa. Regulated by the FSC (Mauritius), the GFSC (Guernsey) and the FSCA (South Africa).Completed RE5 as well as the following JSE RP examinations:The Regulation and Ethics of the South African Financial Markets Introduction to the Financial Markets The Equity Market The Bond Market The Derivatives Market JSE Registered Securities TraderExperienced Retirement Fund Trustee to both Retail and Corporate Retirement Funds
Global Financial Administrators
View- Website:
- lfjfinance.co.za
- Employees:
- 1
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Founder And DirectorGlobal Financial AdministratorsSaint Peter Port, Guernsey
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Founder & DirectorGlobal Financial Administrators Jan 2021 - PresentProviding innovative technology and administration solutions to corporates across a spectrum of use cases.
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Group DirectorPim Capital | Fund Services Apr 2020 - PresentRegulated director of a collective investment scheme manager (“manco”) and administrator operating globally. Accountable for strategy formulation and implementation in accordance with groupwide objectives. Jurisdictions under my ambit include Mauritius, South Africa, Botswana and Guernsey. -
Executive Director10X Index Fund Managers Dec 2017 - Apr 202010X IFM is an approved manager of unit trusts as per CISCA. Responsible for the day-to-day management of the company's regulatory and operational obligations.
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Product Architect10X Investments Aug 2016 - Apr 2020Develop and maintain financial products within the regulatory framework whilst ensuring the business case for each product is sound. Liaising with all aspects of the business to make sure each product is structured efficiently within each department's capability. Managing projects related to changes to existing products as well as new product development.As a member of the investment team, I am responsible for investment related decisions including trading across equity, spot FX and fixed income markets. The objective of my responsibility in this area of the business is to ensure efficient implementation of the investment strategy as well as any ad hoc sales/client queries and development work.
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AssociateRidgecape Capital Jan 2015 - Aug 2016• Pricing and trade execution of delta one and nonlinear equity, currency and fixed income derivatives as well as spot fixed income products.• Development and maintenance of proprietary models and databases used in the generation and presentation of trade ideas.• Client relationship management and solicitation.• Cross product sales and autonomous management of the trading desk. -
Research InternAngelhub Ventures Oct 2014 - Dec 2014Project and market research, ad hoc administration and assistance to the investment team. -
Academic TutorUniversity Of Cape Town Jan 2013 - Nov 2014Cape Town, Western Cape, ZaTutor in the School of Management Studies, course code: BUS1004W. Subject areas include: Finance, Accounting, Marketing and Strategy. -
Financial ConsultantVastech Nov 2012 - Dec 2012ZaConducting valuations of projects and optimising current asset management solutions. -
Financial ConsultantVastech Dec 2011 - Jan 2012ZaConducting complex valuations of assets, projects and of the firm as a whole. Skills learned include private company valuation, IT company valuation and intellectual property valuation.
Stephan Hartzenberg, Cfa Skills
Stephan Hartzenberg, Cfa Education Details
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University Of Cape TownSpecialising In Investment Management -
Cfa InstituteFinance
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University Of Cape TownFinance
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Hilton CollegeNational Senior Certificate (Ieb)
Frequently Asked Questions about Stephan Hartzenberg, Cfa
What company does Stephan Hartzenberg, Cfa work for?
Stephan Hartzenberg, Cfa works for Global Financial Administrators
What is Stephan Hartzenberg, Cfa's role at the current company?
Stephan Hartzenberg, Cfa's current role is Founder and Director.
What is Stephan Hartzenberg, Cfa's email address?
Stephan Hartzenberg, Cfa's email address is sh****@****x.co.za
What schools did Stephan Hartzenberg, Cfa attend?
Stephan Hartzenberg, Cfa attended University Of Cape Town, Cfa Institute, University Of Cape Town, Hilton College.
What are some of Stephan Hartzenberg, Cfa's interests?
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What skills is Stephan Hartzenberg, Cfa known for?
Stephan Hartzenberg, Cfa has skills like Finance, Corporate Finance, Financial Analysis, Entrepreneurship, Leadership, People Skills, Work Ethic, Management, Accounting.
Who are Stephan Hartzenberg, Cfa's colleagues?
Stephan Hartzenberg, Cfa's colleagues are Tami Jefferson, Antonia Ramos Ramos.
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