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Christopher Jared Rogerson, CAIA®, CIPM, CFP®

Christopher Jared Rogerson, CAIA®, CIPM, CFP®

Followers of Christopher Jared Rogerson, CAIA®, CIPM, CFP®1000 followers
location of Christopher Jared Rogerson, CAIA®, CIPM, CFP®City of Johannesburg, Gauteng, South Africa

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  • Timeline

  • About me

    Sanlam Investments - Head of Retail Distribution

  • Education

    • CAIA Association

      2018 - 2019
      CAIA Charter Holder

      Complete 2019

    • University of the Free State/Universiteit van die Vrystaat

      2009 - 2009
      Post Graduate Diploma in Financial Planning Financial Planning and Services CFP®

    • University of Johannesburg

      2002 - 2005
      Bachelor of Commerce (B.Com.) Economics and Econometrics

  • Experience

    • Investec Asset Management

      Jun 2007 - Dec 2012

      External Platform Consultant Internal Platform Consultant

      • Investment Specialist

        Jun 2010 - Dec 2012

      • IFA Consultant

        Jun 2007 - Jun 2010

    • PSG Asset Management

      Jan 2013 - Aug 2015
      Fund Specialist

      At PSG Asset Management we believe in putting risk first in all of our portfolios. Using a focused and disciplined process when selecting equities and other underlying instruments for our funds, we have achieved fantastic and consistent performance on our awesome fund range.I currently look after the JHB and KZN Areas, calling on Independent Financial Advisers in order to assist them understand the PSG Asset Management philosophy and process, underlying holdings, and the current positioning of our unit trust funds. Skills offered to my clients, include training on time proven investment concepts, assistance with correlation and blending of various unit trusts, as well as quantitative back testing of portfolios Show less

    • Barclays Africa Group Limited

      Sept 2015 - Jan 2019
      Manager Business Development

      Discretionary Investment Management | Multi ManagementActively Managed Portfolios - Equity (SA and Offshore), Multi-Asset, and Income FranchisesAlternative Asset ManagementStructured and Risk SolutionsPassive & Smart Portfolios

    • ABSA Wealth and Investments

      Jan 2019 - Dec 2022
      Investment Specialist

      Investment Business offering various products- Unit Trusts across asset classes, ETFs, ETNs, Tracker funds, Structured Products, Alternative Asset Management, Multi- Management, Stock Broking, Guaranteed Products and segregated portfolios

    • Sanlam Investments

      Dec 2022 - now

      Investment Business offering various products- unit trusts across asset classes, ETFs, ETNs, tracker funds, structured products, alternative asset management, multi-management, guaranteed products and segregated portfolios

      • Head of Retail Distribution

        Sept 2024 - now

      • Business Development Manager

        Dec 2022 - Sept 2024

  • Licenses & Certifications

    • Certified Financial Planner®

      Financial Planning Standards Board
      Jun 2009

    • Alternative Investment Analyst Charter (CAIA Charter)

      CAIA Association
      Nov 2019

    • CAIA Charterholder

      CAIA Association
      Nov 2019
      View certificate certificate