THE TEAM

When it comes to Creating a World of Success, nothing is more important than the people
you entrust to manage your Investments

At Cinnabar Investment Management we pride ourselves in partnering only with the
most sophisticated and experienced investment professionals.

GREG FLASH, CAIA

CEO & CIO | MSC (ENGINEERING) | KEY INDIVIDUAL

• Key Focus on Portfolio Management and Risk Management
• Multi-Manager Experience – Managed over R18bn in Client Assets
• Discretionary Fund Management Experience – Managed Boutique Asset Consulting Firm
• Alternative Investment Experience – Venture Capital and Hedge Fund Analysis
• Investment Committee Member

Greg Flash - Cinnabar
Windell Bekker - Cinnabar

WINDALL BEKKER

HEAD OF DISTRIBUTION | B.COMM (HON), M.APP.FIN
  • Key Focus – local and offshore distribution
  • 25 years investments offshore and local experience
  • Strong investment management and distribution experience
  • Proven track record in raising domestic and offshore assets
  • Investment committee member

ROLAND OLIVIER

HEAD OF INNOVATION & TECHNOLOGY | BCOM (MARKETING)

• Key Focus on Technology and Tools for usage by clients and internal processes
• Experience and insight into the development of a Robo-Advisor platform
• Management, Cleaning and Processing of big data
• Strong interest in Machine Learning, Artificial Intelligence and Process Automisation / Scalability

Roland Olivier - Cinnabar
Dale Roodt - Cinnabar

DALE ROODT

HEAD OF OPERATIONS | BCOM HONS (ECONOMICS)
  • Key Focus on ensuring efficiency, quality and accuracy of Operational Functions
  • Experience in Valuations, Operational Controls and Reporting Mechanisms
  • Oversight of Investment Trading Implementations and Executions
  • Oversight of Business Lines, Fees and Day-to-Day Entity Operations

ALEX COOK

DIRECTOR | BSC HONS (PHYSIOLOGY) | KEY INDIVIDUAL

• Key Focus on Strategic Networking of Business Relationships
• Multi-Manager Experience – Managed various Client Portfolios
• Wealth Management Experience – Experience as CEO of Large Wealth Management Firm
• Investment Committee Member

Alex Cook - Cinnabar

MODEL PORTFOLIO SERVICES

We offer our retail and institutional clients a bespoke model portfolio service. We have partnered with all major linked investment service providers (LISPs) in South Africa and abroad to ensure our model portfolio service is easily accessible to our clients. We offer the full-service suite to our clients which includes: portfolio construction and management, risk management, marketing material and reporting.

UNITISED PORTFOLIO SERVICES

Many of our clients have existing unitised structures in place and require assistance in managing these existing solutions efficiently. We have formed partnerships with many management companies (MANCOs) in South Africa and therefore are not restricted when providing this service. We offer the full service suite to our clients: portfolio construction and management, risk management, marketing material, reporting and daily trading function.

ASSET MANAGEMENT SERVICES

The ever changing investment landscape has created an opportunity for growing wealth management firms to establish their own in-house asset management divisions. We offer our clients a unique service in which we assist in setting up their own licensed asset management business. This allows these clients to separate themselves from their competitors in the market and ultimately provide their clients a world-class wealth management service.

ALTERNATIVE INVESTMENT SERVICES

As the Investment Industry evolves, wealth managers in South Africa and abroad have access to newer and less traditional asset classes. This provides exciting new opportunities for our clients to earn diversified returns and hence achieve better portfolio outcomes. Our analysis is continuously expanding in the alternative investment space and we currently provide clients with detailed analysis on hedge funds, Section 12J venture capital funds and private equity funds.