Summary
Overview
Work History
Education
Skills
Directorships Held
Other Leadership Roles
Dependants
Physical Address
Personal Information
Timeline
Nhlanhla Joachim Shezi

Nhlanhla Joachim Shezi

Managing Director
Hillcrest

Summary

Collaborative leader with strong entrepreneurial flair dedicated to promoting an engaged, empowering work culture. Skilled in building and maintaining relationships with diverse stakeholders in dynamic, fast-paced settings. 25 years of leadership and professional experience in financial services, specializing in asset management, retail products distribution, and corporate finance. Holds a BSc degree in Mathematics and Applied Mathematics, along with an MBA. Joined One Stone Capital in 2001 as a quantitative analyst, rising to senior quantitative analyst in the fund management division. Co-founded the retail unit at One Stone As’investe and served as CEO from 2009 to 2010. Currently serving as Managing Director and CFO at One Stone Capital, responsible for implementing M&A strategy and providing end-to-end advisory services to start-up private equity funds, securing Nhlanhla is a collaborative leader with a strong entrepreneurial flair, with dedication to promoting an engaged, empowering work culture. He possesses strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. His leadership and professional experience includes 25 years in the financial services industry; in particular, asset management, retail products distribution and corporate finance. Nhlanhla has a BSc degree, majoring in Mathematics and Applied Mathematics, and an MBA.

He joined One Stone Capital, shortly after its launch in 2001, as a quantitative analyst and later senior quantitative analyst in the fund management division. During this role he was responsible for co-developing and managing the company’s derivative strategy to protect the company’s fees from market fluctuations. He co-founded One Stone Capital’s retail unit, One Stone As’investe which was incorporated in 2005. He was an executive director of One Stone As’investe between 2005 and 2010 and was its Chief Executive Officer between 2009 and 2010. During his tenure at One Stone As’investe he oversaw the executions of the approved strategies of the business including negotiating agreements with the South African Post Office, and a sales team of over 70 individuals. He was also a member of the group board of directors of One Stone Capital between 2004 and 2006 and of the group executive committee between 2004 and 2010. Nhlanhla is currently Managing Director and CFO of One Stone Capital, responsible for implementation of its M&A strategy. His achievements include providing end-to-end advisory to a start-up private equity fund which entailed drawing up an investor memorandum, comprehensive financial model and fundraising culminating in securing a commitment of R200 million for this fund.

Overview

29
29
years of professional experience
3987
3987
years of post-secondary education

Work History

Managing Director

One Stone Capital
06.2014 - Current
  • Providing general oversight and leadership in establishing One Stone Capital as a transaction advisory firm (after having suspended its operations following selling of its operating company in 2013)
  • The role included et al business development, meeting and maintaining relationships with current and potential clients
  • Secured a client and doing project management thereof in setting up a new private equity fund
  • This included liaising with the legal advisors, overseeing drafting of a private placement memorandum and a financial model and speaking to prospective investors
  • We successfully secured R200 million investment for the client’s fund

Franchise Manager and Financial Advisor

Sedge Financial Services (Old Mutual Franchise)
10.2011 - 06.2014
  • Joined the company as a Financial planner, as part of an idea to own an insurance distribution franchise
  • The role as a financial planner entailed meeting individual prospective customers to offer them advise on investing, retirement planning, risk cover, whilst distributing Old Mutual retail products
  • I was later offered franchise manager role, managing a team of 10 advisors
  • I was offered a more attractive opportunity to move back to previous employer One Stone Capital, an opportunity that I accepted in view of larger potential fees and commission income than in retail

Chief Executive Officer

One Stone As’investe (Pty) Ltd
03.2009 - 10.2010
  • Formulation of overall strategy for the business, in consultation with the board and executive committee
  • Liaison with key stakeholders: the board, shareholders and distribution partners
  • Oversight of implementation of approved strategies
  • Oversight of overall business operations
  • Successful facilitation of drafting process and signature of agreement with the Post Office in 2009
  • Oversight of drafting of business plan for new strategy, and obtaining necessary stakeholder approval
  • Oversight of initial rollout of new approved sales strategy in 20 branches in 2010
  • The company had to be closed down due to a restrictive policy and regulatory environment governing our primary distribution channel, the South African Post Office

Sales and Marketing Director

One Stone As’investe (Pty) Ltd
11.2004 - 03.2009
  • In conjunction with the executive committee formulation and implementation of sales and marketing strategies for the investment product
  • Oversight of and provision of direction to the sales department
  • Development of sales incentives and motivation strategies for the team
  • Development of annual business plans and budgets
  • Presentation of plans, budgets and performance at company and group board meetings
  • Overall operational oversight of the business
  • Liaison with shareholder and distribution partners
  • Achievement of 4.6 sales per agent per day in 2005, which became a benchmark for subsequent rollouts
  • Co-oversight of the rollout to 42 Branches and subsequently to 72 of the Post Office
  • Participated in formulation and implementation of starter pack strategy
  • Promotion to CEO position

Senior Quantitative Analyst

Old Mutual Global Index Trackers (Formerly Umbono Fund Managers) (Pty) Ltd
10.2002 - 11.2004
  • Training and supervision of junior analysts
  • Clients presentations about products and processes
  • Actively contributed to developing and operationalising the company’s derivative strategy to protect the company fees from extreme market fluctuations

Quantitative Analyst

Old Mutual Global Index Trackers (Formerly Umbono Fund Managers) (Pty) Ltd
08.2001 - 10.2002
  • Analyse alignment of portfolios to respective benchmarks in terms of composition at any given time, and performance over specific periods, using MS Excel formulas and external programs (such as Barra and Inet)
  • When portfolio-benchmark composition differentials exceed set limits, determine securities to be traded while ensuring post-trade cash levels are kept within client requirements
  • Maintain tracking error within client-set limits (typically less than 0.5% annually)
  • Use MS Excel, and develop VBA and C++ computer programs to automate routine aspects of portfolio analysis including checking consistency of reported executed trades by stock brokers with orders placed, and updated portfolios from back office
  • Plan and execute quarterly portfolio rebalancing as well as rebalancing necessitated by reported corporate actions
  • Liaise with stock brokers and back office regarding any errors on trades or related reports
  • Promotion to senior position

Process Controller

Natref (Pty) Ltd
01.1997 - 08.2001
  • Plant inspections and taking and reporting of various equipment readings
  • Commissioning and decommissioning various equipment for maintenance, repairs or other operational requirements
  • Drawing of samples for analysis
  • Limited growth opportunities and need for greater challenge

Teacher

Hamilton High School
07.1996 - 12.1996
  • Teacher of Mathematics and Physical Science, Grade 8 to 9
  • Need for greater challenge

Education

Matriculation -

Ogwini Comprehensive High School

Bachelor of Science - Mathematics, Applied Mathematics, Chemistry 1, Physics 1, Hellenistic Greek 1

University of KwaZulu-Natal (formerly University of Durban-Westville)

Masters in Business Administration (Bridging) - Managerial Accounting, Marketing Management

University of Pretoria

Masters in Business Administration - Managing and Leading People, Business in Context, Financial Management, Information Management, Decision and Risk Management, Business Leadership, Business Strategy, Business Simulation, Operations and Service Management, Innovation and Entrepreneurship, Introduction to Microfinance, Microfinance in Context, Innovations in Microfinance, Managing the Institution, Research Project

University of Pretoria
Research Topic: Investment Behaviour and Investment Product Needs for the Township Market: A Case Study Based on Soweto

Skills

Budgeting expertise

Directorships Held

  • Old Mutual Global Index Trackers, 2003-2004
  • One Stone As'investe, 2005 - 2010
  • One Stone Capital, 2003 – 2006, 2014-present

Other Leadership Roles

  • Zone Elder, Rhema Church, Randburg, 2016 - 2020
  • Church Elder/ Associate Pastor, Governors Cathedral Church, Leondale, 2005 – present
  • Member of One Stone Capital Group Executive Committee, 2004 - 2010
  • Mentor, Inhlakanipho Educational and Development Trust, 2004 – 2009
  • Member of the Board and Finance Committee, Breakthrough Ministries, Leondale, 2002-2005
  • Member of Board, Apostolic Faith Mission, Sharpeville, 1998 – 2001

Dependants

2

Physical Address

Same as Postal

Personal Information

  • ID Number: 720513 5430 088
  • Date of Birth: 05/13/72
  • Gender: Male
  • Driving License: Code 08
  • Marital Status: Married

Timeline

Managing Director - One Stone Capital
06.2014 - Current
Franchise Manager and Financial Advisor - Sedge Financial Services (Old Mutual Franchise)
10.2011 - 06.2014
Chief Executive Officer - One Stone As’investe (Pty) Ltd
03.2009 - 10.2010
Sales and Marketing Director - One Stone As’investe (Pty) Ltd
11.2004 - 03.2009
Senior Quantitative Analyst - Old Mutual Global Index Trackers (Formerly Umbono Fund Managers) (Pty) Ltd
10.2002 - 11.2004
Quantitative Analyst - Old Mutual Global Index Trackers (Formerly Umbono Fund Managers) (Pty) Ltd
08.2001 - 10.2002
Process Controller - Natref (Pty) Ltd
01.1997 - 08.2001
Teacher - Hamilton High School
07.1996 - 12.1996
University of Pretoria - Masters in Business Administration (Bridging), Managerial Accounting, Marketing Management
University of Pretoria - Masters in Business Administration, Managing and Leading People, Business in Context, Financial Management, Information Management, Decision and Risk Management, Business Leadership, Business Strategy, Business Simulation, Operations and Service Management, Innovation and Entrepreneurship, Introduction to Microfinance, Microfinance in Context, Innovations in Microfinance, Managing the Institution, Research Project
Ogwini Comprehensive High School - Matriculation,
University of KwaZulu-Natal (formerly University of Durban-Westville) - Bachelor of Science, Mathematics, Applied Mathematics, Chemistry 1, Physics 1, Hellenistic Greek 1

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