Investment Manager Training – South Africa
August 15, 2022- August 19, 2022
9:00am - 5:00pm
Johannesburg, South Africa

We are excited to announce that we will be hosting ANDE’s Investment Manager Training (IMT) in South Africa.

Start Date August 15, 2022
End Date August 19, 2022
Time 9:00am - 5:00pm
Location Johannesburg, South Africa
ANDE Contact Tendai Mugabe

We are excited to announce that we will be hosting ANDE’s Investment Manager Training (IMT) in South Africa. The ANDE Investment Manager Training course is the only course of its kind which provides a comprehensive overview of investing in small and growing businesses. The course is designed both for investment managers who are actively making investments in SGBs and capacity development providers who are working to support entrepreneurs through the investment process. The course covers the entire investment process – from deal sourcing and due diligence to term sheets, ongoing business support, and exit strategies.

This five-day course is based largely on actual deals made by ANDE members and is designed to be highly interactive and participatory. It will focus on the social and environmental impact of investing at this level, and how that affects the investment process. It will also focus on both investing in emerging and developing markets and impact investing with reference to global/regional case studies with a field visit to an entrepreneur site in Johannesburg, South Africa. The IMT course is intensive and is highly participatory. As such, the IMT will only be offered in-person in Johannesburg, South Africa.

Who you are: The training is primarily targeted to those who have or have had experience in being responsible for investment and portfolio management, those who work closely with investment managers and/or with entrepreneurs seeking investment. While it is not mandatory, trainees should have mid-level to senior management experience and an advanced understanding of financial and accounting concepts concerning improvement for SGB’s specifically using ANDE members as case studies.


Special Note Concerning COVID-19

The Aspen Institute is monitoring the current COVID-19 outbreak and situation very carefully. Should we decide to cancel this event due to safety concerns of attendees and staff, all attendees will receive a full refund. We ask that as attendees book their airfare and accommodations. We would encourage our attendees to choose refundable or flexible options.

Aspen Institute COVID-19 Health & Safety Advisory

The Aspen Institute regards the health and safety of its staff and participants as our highest priority and is committed to doing its part to end the COVID-19 pandemic. Below is an explanation of the health and safety measures we currently are taking, as well as expectations for our event attendees, that are needed to minimize the risk of transmission or spread of COVID-19 and related variants. Please note that these protocols are subject to change, based on revised guidance from the CDC as this pandemic evolves, and/or from the local jurisdiction.

All attendees at Aspen Institute in-person events will be required to undergo COVID-19 rapid testing regardless of vaccination status on the first day of the event. Additionally, attendees are required to show they are fully vaccinated against COVID-19, or, if they are exempt from this requirement (see below for allowable exemptions), take a COVID-19 rapid test daily and show a negative result before entry.

If you are not fully vaccinated, you may be exempted from the vaccination requirement, but only for the following reasons:

  • You have a disability, are pregnant or nursing, and/or have a medical condition which prevents you from getting vaccinated
  • You have objections to vaccination based on religious beliefs
  • You do not yet have access to the vaccine

Please note, if you test positive for COVID-19, you will not be allowed to attend or enter the event in-person or may be asked to leave if the event is in progress. For more information, please see the Aspen Institute’s complete COVID-19 Health and Safety Advisory.

Mask Guidelines

Due to the nature of the omicron variant, even among fully vaccinated and boosted individuals, masks are required at all indoor events, regardless of location and vaccination status. The Institute will provide masks at entry. Please note for the duration of the Investment Manager Training, all participants are required to wear a mask.