Stephen Gerber Email & Phone Number

Cape Town, Republic Of South Africa

Financial services consulting, asset management and collective Investment schemes. Relevant industry and regulatory training.

South Africa

Independent non-executive director of the Manco

South Africa

Lemon Tree is involved with the identification, screening and commercialisation of viable business ideas and innovations. Our involvement ranges from pure advisory to full operational and strategic, as the venture may require. We perform financial services consulting work, focusing on local and foreign collective investment schemes and hedge funds.

CIS compliance, regulatory applications for local and foreign collective investment schemes.

Cape Town Area, South Africa

Focused investment opportunities.

Durbanville, Cape Town, South Africa

Predictive analytics, data mining, dashboard representation of business metrics, according to client and industry best practice. Qliksense and software of choice.

Kenilworth

Developing sales and marketing for a financial services-focused compliance system. SimpliPhi attends to compliance monitoring of investment portfolios in terms of Regulation 28 to the Pension Funds Act and N90 under the Collective Investment Schemes Control Act. The system, driving off Moonfire's Generator platform, is capable of performing "n" levels of.

Co-founder in 2002 with Ian Hamilton. Headed up Compliance 2002, New Business 2003, Operations 2006, Finance 2008 and Collective Investments 2010. Introduced Private Equity administration in 2007.

Cape Town And Johannesburg

CIS Compliance Officer and integration task team for Fedsure/Investec merger of Management companies.

Cape Town

Compliance and management responsibilities for the Manco.

Cape Town Area, South Africa

Group Strategy, corporate secretarial, board and management committee liaison

Cape Town Area, South Africa

Group Internal Audit

Cape Town Area, South Africa

Articled Clerk - finished as Audit Senior, working under David Friedland, also with Isaac Lipshitz, Colin Hultzer, Gerald Diamond and Eddie Oblowitz.

Mutualpark, Pinelands

Section Head in Actuarial Services, responsible for training, technical information manuals and complex manual calculations. (Before PC)

Youngsfield, Cape Town

National Service, two years, ended as Bombardier, rose to Staff Sergeant in Cape Garrison Artillery over 10 years on one and three month camps.

Mutualpark, Pinelands

Temp work in Investments Division, compiling the first version of the Old Mutual Actuaries Index from first principles, using historical hard copy copies of the Financial Mail going back to 1959.

C. Prac (Sa), Compliance Practitioner

Qualified as a Certified Compliance Practitioner during May 2014.

Leadership Development Program, Organizational Leadership

Activities and Societies: Group project on the use of Internet in marketing church activities. LDP sponsored by the New Apostolic Church.

Rpe, Financial Markets

Registered Persons Examination (5 modules) under SAIFM

Ilpa (Cfp), Financial Planning And Services

ILPA studies, Financial Planning subjects - Retirement Planning; Estate Planning, Investments, Finance

Ca(Sa), Accounting And Auditing

First-time qualifier in 1988, after which commenced articles at Arthur Andersen & Co.

Gda, Accounting

B.Comm (Hons), Accounting

B.Comm; B.Comm (Hons) - with Professor Geoff Everingham.

Aiac (Life Assurance), Insurance

Life Assurance Diploma

Matric, High School Education;

Head Boy 1976, Captain of U19B rugby team

Primary School, General Education, Standard 6

Activities and Societies: Cricket First term of high school, before moving to Bothasig.

Primary Education, Scholar, Sub A To Standard 5

Activities and Societies: Soccer, Athletics, Chess. Prefect