DIF Coffee table Booklet-2120-2025-04-22

Message from the Chair

At Alexforbes, we understand that creating a truly diverse and inclusive workplace is not just a goal but a journey.

It is with pride that I welcome you to this special coffee table book, which captures the two-year journey of the Alexforbes Diversity and Inclusion Forum. This publication is more than just a reflection of our progress—it is a celebration of the people, conversations, and actions that have shaped our journey.

At Alexforbes, diversity and inclusion are not just goals; they are the driving forces behind everything we do. By focusing on why we are committed to this mission, what actions we take, and how we implement them, we are creating a workplace and an industry where everyone has the opportunity to succeed.

While we have made great strides, we recognise that there is still much work ahead. True inclusion is a continuous journey—one that requires ongoing commitment, learning, and collaboration. Together, we can build a more inclusive, fair, and thriving environment for all.

I invite you to immerse yourself in these pages, to reflect on our progress, and to feel inspired by the possibilities that lie ahead. Enjoy the journey!

Renaldo Wagner Chair, Alexforbes Diversity and Inclusion Forum

Destinedto leave amark!

Introduction

Welcome to the first-ever newsletter from the Alexforbes Diversity and Inclusion Forum! We are excited to share with you our journey and achievements in making our workplace more welcoming and respectful for everyone. In this newsletter, you will find initiatives, events, and insights that highlight our commitment to celebrating diversity and promoting inclusion at Alexforbes. Thank you for joining us on this important journey!

Diversity and Inclusion in numbers

2 587

35%

Total number of all employees (March 2023)

Male (total employees)

65%

R1.7 billion total payroll (March 2023)

Female (total employees)

1 B-BBEElevel1 con t r i b rotu

South African signatories to the UN Women’s Empowerment Principles including Alexforbes, and 6 713 Global signatories gendergapscore(36% in 2 0 )22 73%

107

Employees trained (March 2023) 1 993

Dr. Ntombi Mhangwani

Executive Head of Marketing at Vodacom Business. Chairperson for the Women’s Network Forum for Vodacom in South Africa.

On 15 August 2023, we hosted an empowering event titled “Accelerating equality and empowerment: How women’s leadership and collective action can make a difference.”

A panel consisting of five powerful Alexforbes women and Dr Ntombi Mhangwani, the keynote speaker, spoke on the importance of women taking a more prominent role in decision-making. They discussed how as traditional industries change and everyone adopts digital technology, businesses face a big challenge. This challenge means that businesses have to break down old ideas about their industries, who they compete with and what they have always believed.

The panel emphasised that women should have a say in important decisions. Additionally, they pointed out that businesses need to adapt to the new digital world by letting go of old habits and being open to new ways of doing things to stay competitive.

In the dynamic landscape of the Fourth Industrial Revolution, businesses are redefining norms and embracing change. Dr Ntombi Mhangwani’s remarkable keynote touched on the importance of:

• Challenging assumptions: This involves breaking free from old beliefs that hinder progress, embracing innovation over convention.

• Empowering employees: Encouraging a tech-savvy workforce through continuous skills development and adopting new technologies.

Impact and success of the Women in Business event

The Women in Business event was a resounding success, drawing a full auditorium of attendees and approximately 200 online participants. The impact and success of the event were evident through the enthusiastic feedback from attendees:

Diverse perspectives: Attendees valued the opportunity to hear from accomplished individuals who have overcome seemingly insurmountable challenges. It reinforced the belief that success takes various forms, inspiring attendees to embrace their unique paths.

Masterclass-level insights: Many likened the event to a masterclass at the highest level. The event was not just informative but transformative, offering attendees profound insights into leadership and personal development.

Inspiration and resonance: The event resonated deeply with the audience, leaving them feeling empowered and motivated. It reaffirmed the idea that women are capable of taking on leadership roles, serving as role models for the next generation.

Phenomenal address: Dr Ntombi Mhangwani's keynote address left a significant impact. Her wisdom, humility and relatable demeanour resonated deeply with attendees. The insights from the panellists also contributed to the event's overall success.

In summary, the Women in Business event was a transformative experience, offering valuable insights, inspiration and a sense of unity among attendees. It reinforced the limitless potential of women in leadership roles and left a lasting impact on all who participated, both in person and online.

29 August 2023

#Not on my watch campaign in partnership with Sonke Gender Justice

On 29 August, 2023, our partnership with Sonke Gender Justice came to an end. Alexforbes partnered with Sonke Gender Justice to address sexual harassment and gender-based violence in the workplace. Sexual harassment is defined as unwelcome sexual conduct, and gender-based violence includes various forms of violence based on gender.

Impact and success of the Alexforbes/Sonke Gender Justice relationship

The partnership between Alexforbes and Sonke Gender Justice has had a significant impact on addressing sexual harassment and genderbased violence in the workplace. Their campaign promoted education, awareness of workplace policies and zero tolerance for such behaviour, empowering individuals to take action and report incidents without fear of retaliation. By challenging harmful behaviours and promoting gender equality, Sonke has worked towards creating safer and more inclusive workplaces, contributing to broader efforts to eliminate gender-based violence and advance gender equality in communities.

26 September 2023

Heritage Day – Race and culture survey

The Diversity and Inclusion survey was distributed to colleagues on Tuesday, 26 September 2023.

The survey focused on race and culture. In summary, the responses from the culture survey showcase the diverse and rich cultural backgrounds of Alexforbes employees. Understanding and respecting these cultural differences is essential for fostering inclusivity and promoting a harmonious work environment that values the cultural diversity of its employees.

Did you know that……..

African culture: In some African cultures, they celebrate ‘imbeleko’ – a ritual that involves burying the umbilical cord and introducing the new-born baby to their clan, ancestors and elders. It’s a unique way of connecting the new generation to their roots.

Asian/Indian culture: During Diwali, the Festival of Lights, families light candles and lamps to symbolise the victory of light over darkness and good over evil. It is a magical and colourful celebration that illuminates homes and communities, creating a breath taking sight.

Coloured culture: In the Coloured community, they have a tradition of celebrating a child’s 21st birthday, but only if the child is still ‘pure’. This celebration marks a significant milestone and purity is highly valued in this cultural context, making it an interesting and unique tradition.

White culture: In some White cultures, like Jewish people, they have a week-long mourning period called ‘sitting shiva’ for first-degree relatives. During this time, mourners stay at home and all prayer services are conducted in their homes. It’s a unique practice of coming together to offer comfort and support during times of loss.

Farren Roper

Global Head of Diversity, Equity and Inclusion (DEI) at Qualtrics

25 October 2023

Celebrating Pride Month – LGBQTIA+ webinar

During October, we held the LGBQTI+ webinar, with Farren Roper as our keynote speaker. Farren, an international Diversity, Equity and Inclusion leader, shared his insights and experiences during the webinar. His journey from childhood in South Africa to becoming an international TEDx speaker and a Diversity, Equity and Inclusion leader in the United States has provided valuable perspectives on these topics.

Here are some key takeaways from the discussion:

Prioritise inclusion: Inclusion is the key to creating a diverse and welcoming workplace. It is essential that every employee feels like they can be themselves, regardless of their background, gender, orientation or identity. Encourage open dialogue and create an environment where everyone feels comfortable sharing their ideas and opinions.

Support and ally ship: Being an ally means actively supporting the LGBTQIA+ community and other marginalised groups. Support can come in many forms, from educating yourself and challenging stereotypes, to fostering an environment of psychological safety. Get involved in your community and consider donating to relevant causes.

Representation matters: Setting clear diversity goals is an enabler for representation. Consider targets related to gender, ethnicity and other aspects of diversity.

Lead by example: Be the change you want to see. Leaders should set the tone for the entire organisation. They should make diversity, equity, inclusion and belonging part of the company’s values and operational standards.

Inclusive language: Language plays a significant role in making people feel seen and welcome. Using inclusive language can be as simple as asking for pronouns, respecting others’ identities and using nongendered words. Think about the impact your language has on others.

Youth brings hope: The younger generation is incredibly purpose-driven and values-oriented. They want to work for companies that align with their values and ideals. Embrace this hope and support the youth in your workplace, as they will be the future leaders who continue the push for diversity and inclusion.

He reminded us that diversity and inclusion are business imperatives and positively impact businesses in many ways, fostering greater innovation, skillssharing, productivity and higher revenues.

3 November 2023

Disability Awareness Month

In celebration of Disability Awareness Month, the Diversity and Inclusion Forum was eager to educate and share. Over the five weeks from 3 November to 3 December, the forum focused on various themes to learn and encourage inclusion as a united community.

We began by raising awareness about disabilities, fostering understanding and laying the groundwork for deeper conversations.

In the second week, we unpacked Alexforbes’ strategies and commitment to creating an inclusive environment for everyone.

In week three, we explored the sensitive topic of disclosing disabilities, providing insights and guidance to encourage open and supportive communication within our community.

In the fourth week, our focus shifted to ableism and disablism, forms of discrimination similar to racism and sexism. Our goal was to encourage empathy, awareness and lasting change.

During this week, colleagues with disabilities shared their personal experiences.

A short interview with…

Dawie De Villiers Chief Executive Officer

1 Can you share a personal experience that highlights the importance of diversity and inclusion in your life or career?

One of the most important lessons I learnt about business, was the one at the Insead Advanced Management Program about the power of diversity in a team. In all the team exercises, the most successful teams were those that embraced diversity, allowing every member to participate and contribute their unique perspectives. This inclusive approach consistently led to the best results, securing victories in the competitions. From then, I was convinced of the power of diversity in teams. I also realised there is power in all facets of diversity – race, culture, age, experience, gender, background, and so on – and that the more you consider the collective views of all, the closer you get to the right outcome.

2 If you could have dinner with any historical figure, who would it be and why?

Jack Welch, CEO of General Electric. He was my first real case study into how to be a successful CEO and it would be fascinating to discuss general business principles with him. I believe that as much as the world has changed over the years, the basics of doing good and sustainable business has stood the test of time.

3 What is the most valuable lesson you have learnt from a failure or setback in your career?

There have been many failures, which I believe all made me a better person and leader. But the most valuable lessons have all been around people, rather than losses which involved rands

and cents. All I can say is if you have a negative, underperformer in your team, get rid of them as quickly as possible. They are like a cancer that spreads among the whole team and paralyses everything else that is good; and every day that you delay the tough call, the rest of the team suffers for it.

4 If you could choose any superpower, what would it be, and how would it help you in your role at Alexforbes?

I would love to see the future so that I can make the right decisions for all of us at Alexforbes, our shareholders, our clients and society.

5 If you could change one thing about the business world or industry, what would it be, and how would you change it for the better?

The employee benefits and savings industry is close to my heart and I think it is the place where we can make the biggest difference in people’s lives. I would therefore make savings for retirement compulsory, including:

Regulating the administrators, asset managers and advisers so that only the best can competitively participate.

Ensuring that fees are very competitive, providing value for money for the clients.

Encouraging effective saving, as it is the only way to reduce poverty over generations.

1

2

Carina Wessels

Executive: Governance, Legal and Compliance

Can you share a personal experience that highlights the importance of diversity and inclusion in your life or career?

It is very difficult to pinpoint a specific instance or experience, the importance and benefit has been a thread throughout my career. One recent and practical example is the design of the Retirement Fund of the Future. The ultimate outcome, a product of a diverse multi-disciplinary group, surpasses what I had initially envisioned and conceptualised on my own.

If you could have dinner with any historical figure, who would it be and why?

A very personal one, my brother passed away just after my birth and I never had the opportunity to get to know him. From what I have heard, even at the age of 12 when he passed away, he was an extraordinary human being and I would love an opportunity to chat with him.

3 What is the most valuable lesson you have learnt from a failure or setback in your career?

You generally learn the most in life when things are really tough, and in most instances the failure is merely an opportunity to learn something you will realise later.

There are however, certain instances where a failure, setback or challenge relates to a toxic environment or situation and where failing forward and forcing through, is actually not the right choice. The ability to distinguish between a growth opportunity and the need to move on is very important for your own psychological safety.

4 If you could choose any superpower, what would it be, and how would it help you in your role at Alexforbes?

The power to predict the future. In a world that is changing at a pace much faster than ever before (and acknowledging that the rate of change will likely never be this slow again), this power will be a game changer in any business. Being able to see future lotto numbers wouldn’t be bad either.

5 If you could change one thing about the business world or industry, what would it be, and how would you change it for the better?

Although many companies and industries have progressed, there are still several that do not recognise their critical roles as corporate citizens. We are all responsible for protecting our planet and to make reasonable profits.

Viresh Maharaj

Executive: Strategy and Customer Office

1 Can you share a personal experience that highlights the importance of diversity and inclusion in your life or career?

Too many to mention but the theme has remained consistent … diversity helps to challenge our assumptions and exposes new ways of problem solving together.

2 If you could have dinner with any historical figure, who would it be and why?

Nelson Mandela … for all the reasons you can imagine.

3 What is the most valuable lesson you have learnt from a failure or setback in your career? Life is more than what we do for a living.

“Diversity helps to challenge our assumptions and exposes new ways of problem solving together.”

4 If you could choose any superpower, what would it be, and how would it help you in your role at Alexforbes?

Communication is a superpower and being able to communicate in a manner that actually connects would help drive our strategies internally and externally.

5 If you could change one thing about the business world or industry, what would it be, and how would you change it for the better?

Stop abuses of power, authority and position.

Hloni Mphahlele Head of Transformation

1 Can you share a personal experience that highlights the importance of diversity and inclusion in your life or career?

Representation and inclusion: I would like to appreciate Jonathan for including me in EXCO’s monthly meetings to provide transformation updates. While he could easily speak to this, he saw it fitting to involve me and expose me to the conversations at an EXCO level.

2 If you could have dinner with any historical figure, who would it be and why?

Mother Theresa – I would like to ask why she chose a life of service.

3 What is the most valuable lesson you have learnt from a failure or setback in your career?

Failure is not permanent, giving up is! Courage to show up is key to success.

4 If you could choose any superpower, what would it be, and how would it help you in your role at Alexforbes?

The power of persuasion. Persuasion, as a superpower, would enable me to effectively communicate and align various stakeholders with the company’s vision and goals. In essence, the power of persuasion would greatly aid in driving the company forward through cohesive and collaborative efforts.

5 If you could change one thing about the business world or industry, what would it be, and how would you change it for the better?

Empathy. To improve the business world with empathy, companies should focus more on understanding their employees, customers and communities. This means listening to their needs and perspectives, making the business more inclusive, caring and responsible. This approach can lead to better and more ethical practices.

Bruce Bydawell Chief Financial Officer

1 Can you share a personal experience that highlights the importance of diversity and inclusion in your life or career?

I grew up in Zimbabwe in a very conservative family, and my tertiary education at the University of Cape Town opened my eyes to a more diverse world in more ways than just a professional qualification. I am aware of my privileged childhood, and I am deeply committed to the transformation required for South Africa. Every day, I am faced with, and I am guilty of the many micro-aggressions that are part of our society. It is a constant struggle to understand and be convicted that diversity is strength. We are stronger together – our differences are the cement that forms a strong foundation for better decisions, and better outcomes. I am privileged to have diversity in my family that constantly keeps me aware of my own biases.

2 If you could have dinner with any historical figure, who would it be and why?

Mahatma Gandhi – he is well known for his courage, commitment and discipline. I would like to experience what drives those traits.

3 What is the most valuable lesson you have learnt from a failure or setback in your career?

I was unemployed for six months early in my working life. I would suggest that those six months had the biggest impact on my career.

The most valuable lesson I learnt was to be grateful for my job. Work gives dignity and purpose, it makes you feel worthy. Since that period, I have always worked hard and appreciated the fact that I can work.

4 If you could choose any superpower, what would it be, and how would it help you in your role at Alexforbes?

The ability to connect – connecting with people, making them feel good about themselves and appreciating the contribution that each person makes. This is what makes a team stronger, better and more productive. I wish I could be more of a connector.

5 If you could change one thing about the business world or industry, what would it be, and how would you change it for the better?

It may be naïve, but I would like to change the greed that gives rise to corruption and lack of integrity that is found in business and our society. The best transactions are where all parties win. Greed leads to transactions where one party loses and there are far too many people who are trying to win by making others lose.

The speak easy corner

‘The speak easy corner’ is a relaxed and welcoming space where everyone can openly and comfortably share their thoughts.

The Diversity and Inclusion Forum recently received the following request from one of our colleagues:

Anonymous: I am writing to inquire about the feasibility of introducing a pronoun field to the Alexforbes email signature template. I believe that this small addition could contribute significantly to fostering a more inclusive work environment. If considered, its timing could align well with the upcoming South African Pride Month in October.

As we continue to promote diversity and inclusion within our organisation, providing employees with the option to include their preferred pronouns in their email signatures would be a meaningful step. It would not only demonstrate Alexforbes’ commitment to respecting and valuing individual identities but also help raise awareness and promote conversations around gender diversity. I appreciate your consideration of this proposal and look forward to hearing your thoughts on this.

Response: In our ongoing commitment to fostering an inclusive workplace here at Alexforbes, we are offering the option for individuals who wish to include their pronouns in their email signatures. This is a personal choice, and if you are comfortable doing so, you can follow the same steps as those used to edit your email signature to add pronouns next to your name, such as John Doe (she/her). You can do this here. This voluntary gesture contributes to creating an environment where personal identities are acknowledged and respected.

South African trivia quiz

1. Which South African bird is known for its distinctive laugh-like call and is sometimes called the ‘laughing bird’?

2. Which South African actress gained international fame for her role in the film ‘Monster’ and won an Academy Award for it?

3. Which South African city is famous for its large, annual ‘Comrades Marathon’ that attracts long-distance runners from around the world?

4. Which South African musician is known for fusing traditional African rhythms with electronic and dance music, gaining international recognition?

5. What is the South African term for a vendor selling braai meat, often in townships?

6. In South African culture, what is the significance of the ‘Rite of Passage’ ceremony?

7. Which South African activist and Nobel Peace Prize nominee founded the Treatment Action Campaign to fight for HIV/AIDS treatment access?

8. What is the name of the traditional South African stew, often cooked in a castiron pot over an open flame, containing meat and vegetables?

9. In South Africa, what is the traditional Sesotho fabric used for clothing, often featuring vibrant and colourful patterns?

10. What is the South African term for a colourful, layered dessert made with jelly, custard and a sponge cake, often served at celebrations?

Diversity and Inclusion Forum members’ reflections

What are your thoughts on your proudest accomplishment as a forum member this year? What moments or initiatives stand out for you? Looking ahead to 2024, it is time to set new goals and resolutions. With that in mind, what are your resolutions for the forum in the upcoming year?

Fikile Shezi

II am proud to have witnessed the support given by the Alexforbes Group to the Diversity and Inclusion Forum initiatives. The Group and employees strive to embrace the values of workplace inclusivity. The Women in Business work stream has created a platform that tackles workplace challenges, empowerment and societal issues.

In 2024, I look to encourage maximum participation and support of diversity at Alexforbes.

Claudia Viljoen

I am comforted that some colleagues with disabilities have openly shared their experiences of living with a disability. I am so pleased that I was able to be part of the 2023 disability communication campaign.

In 2024, I hope that our communication campaign will encourage colleagues to be more mindful of people with disabilities and that colleagues may feel encouraged to speak openly about their disability, without being judged nor ridiculed. Let’s light up AF by becoming more diverse and more accepting to everyone’s differences.

Renaldo Wagner

One of my proudest accomplishments includes successfully launching the Diversity and Inclusion Forum on a large platform, thereby demonstrating the Executive Committee’s (EXCO) support to the entire Group. Another highlight is our ability to create widespread awareness about the forum.

Key moments and initiatives that stand out include the Diversity and Inclusion Forum becoming a regular topic in EXCO’s monthly meetings and the impactful Women in Business event. Additionally, EXCO’s openness to the forum’s challenges and their respectful response, as well as other business units wanting to collaborate with us, shows that we are heading in the right direction and are trusted for our actions and values.

Penelope Gregoriou

In 2023, it was great to see the influence of challenging established norms, particularly in discussions about the retirement age, where the forum worked to ensure the company aligns with best practices. Additionally, the LGBTQIA+ webinar marked a significant milestone, where we saw enthusiastic engagement from our colleagues as we advanced awareness in a new

diversity stream for the company. Additionally, the endorsement from our EXCO members was a powerful acknowledgement of the importance of our diversity initiatives.

As I look forward to 2024, my resolution for the forum is to strengthen its impact by fostering more open dialogues and inclusivity through increased awareness, advocacy for human capital policies and implementing better feedback mechanisms to hear from employees more frequently. It would be great to continue to have initiatives that challenge norms, and actively contribute to a more inclusive and supportive work environment.

Don Andrews

I am particularly proud of our forum’s efforts in enhancing visibility through well-organised and wellattended events and effective communication. I believe our initiatives are successfully fulfilling the forum’s goal of fostering inclusivity and valuing cultural diversity in our work environment.

For 2024, my resolution is to assist and foster transformative conversations through our Diversity and Inclusion Forum initiatives. I aim to enhance the forum’s presence and impact by effectively communicating the value of diversity, inclusion and fairness in shaping our company culture. This will involve creating and disseminating engaging Diversity and Inclusion Forum content and encouraging a culture of continuous learning.

Nicole Sindelman

In the Age work stream, we made progress in addressing the company’s retirement age policy.

We proposed increasing the retirement age from 62 to 65, aligning it with market trends and our advice to clients. This proposal, backed by data from our LifeGauge tool, was considered by the leadership, who agreed to revisit it in 12 to 18 months. 62 65 Years Years

We also collaborated with the UN SDG Innovators team, presenting a new retirement savings product to the Product and Pricing Committee. This product aims to provide retirement savings access to a previously unserved market segment, aligning with our commitments under the UN Women’s Empowerment Principles.

Further, we are working towards creating a more welcoming environment for new employees through a ‘buddy system’, in collaboration with our human capital team. This initiative is in progress and aims to ensure a smooth integration for joiners.

Lastly, we plan to launch a survey to understand and address generational differences within our workforce. This initiative will help us ensure that voices from all age groups are heard and valued. Alongside these efforts, participation in other work streams, such as Women in Business, has contributed to my growth and learning, enabling me to apply my previous experience to new challenges.

Looking ahead to 2024, it’s a time for setting new goals and resolutions. Patience, discipline, focus and persistence are important in achieving goals. Setbacks are learning experiences and respect for alternative points of view is vital.

Thobela Mfeti

As a new member of the Diversity and Inclusion Forum, it has been wonderful to observe the work of this committee and its impact to employees. The presence this team has in the culture of the organisation has been great to witness and well done to all involved.

For the year of 2024, I look forward to helping this team advance its presence and impact in all our lives and those of our colleagues. I am excited and look forward to the impact this forum has in shaping our culture as an organisation. My resolution for 2024 is to encourage conversations on transformation through our initiatives, and within our immediate and larger team.

Fezile Sigoxo

In 2024, my goal is to hold our MANCO, leaders and forum members accountable for several important tasks. These include being aware of and managing unconscious bias, ensuring fair pay for everyone and setting up a training programme for everyone at Alexforbes. We will also celebrate holidays from different cultures, facilitate easier participation in employee resource groups, and mix our teams to encourage diversity and teamwork.

Food for thought -

“Little things affect little minds” - Benjamin Disraeli

A frail old man went to live with his son, daughter-inlaw and four-year-old grandson. The old man’s hands trembled, his eyesight was blurry and his step faltered. The family ate meals together at the big family table. The elderly old man’s shaky hands and failing sight made eating difficult. Peas rolled off his spoon onto the floor. When he grasped his glass, milk spilled on the tablecloth.

The son and daughter-in-law usually became irritated with the mess. “We must do something about grandfather,” said the son. “I’ve had enough of his spilled milk, noisy eating and food on the floor.” So the husband and wife set a small table in the corner. There, grandfather ate alone, while the rest of the family enjoyed their dinner at the big table. Since grandfather had broken a dish or two, his food was served in a wooden bowl. When the family glanced in grandfather’s direction, sometimes he had a tear in his eye as he sat alone. Still, the only words the couple had for him were sharp admonitions when he dropped a fork or spilled food. The four year old watched it all in silence.

One evening before supper, the father noticed his son playing with wood scraps on the floor. He asked the

child sweetly, “What are you making?” Just as sweetly, the boy responded, “Oh, I am making a little bowl for you and mama to eat your food in when I grow up.” The four year old smiled and went back to work. The words so struck the parents that they were speechless. Then tears started to stream down their cheeks. Though no word was spoken, both knew what must be done.

That evening the husband took grandfather’s hand and gently led him back to the family table. For the remainder of his days, he ate every meal with the family.

In addition, for some reason, neither husband nor wife seemed to care any longer when a fork was dropped, milk spilt or the tablecloth soiled.

Children are remarkably perceptive. With their eyes they observe, with their ears they listen and with their minds they process the messages they have absorbed. If they see us patiently provide a happy home atmosphere for family members, they will imitate that attitude for the rest of their lives. The wise parent realises that every day they are laying the building blocks for the child’s future. Let us be wise builders and role models.

Moral of the story…….This story teaches us how bad ageism is and why we need to be kind and include older people. When older people are treated poorly, it hurts them and teaches young people the wrong lesson. The way the family changed how they treated the grandfather shows us that being kind to older people helps make a caring and welcoming society.

We all need to help stop ageism. Everyone, no matter their age, should be treated well. Think about how you act around older people. Try to involve them in what you do, listen to their stories and learn from them. Being kind to them not only makes our lives better but also shows others how to make a community that is good for people of all ages.

Ten years from today: The world through a child’s eyes

Violet – 12 years old:

I want to live in a world where there is less loadshedding.

Qaahir – 11 years of age:

In 10 years from now I want to live in a world where it is safe, clean and fair for everyone.

Chélin – 15 years old:

I would want to live in a world where I work to live and not live to work. By that time I want to be financially stable, own a car and an apartment, and have no debt.

Chann – 7 years old:

I want things to be so cheap that you can buy a mansion for R5, sleep in my big sister’s, Chélin’s, room, and get everything I want for free, including toys and even PS5s.

Mtokozisi – 12 years old:

I want to live in a world where there is no poverty.

Ntokozo – 13 years old:

I want to live in a world where the standard of education is much better.

Uzair – 14 years old:

My perfect world would be a world with no poverty, homelessness, crime and corruption. There would be no global warming and all the animals would have a perfect environment to live in. I would hope that everyone would be treated with the same amount of respect. I also want there to be world peace, and no more wars and fighting.

Boitumelo – 12 years old:

I want to live in a healthy, virus-free world.

Pearl – 12 years old:

I want to live in a comfortable world where I can walk around freely.

Bokamoso– 8 years old:

I want to live in a world filled with happiness.

Will – 15 years old:

I want to live in a world that uses sustainable energy. We have to think of the climate and the universe, and not just the people that live in it.

I want to live in a drug-free world.

I want to live in this world.

I want to live in a peaceful world.

Unathi – 7 years old:

Cameron – 8 years old:

Serena – 9 years old:

In this edition

Welcome to the second edition of the Alexforbes Diversity and Inclusion Forum newsletter.

We are excited to share with you our journey and achievements in making our workplace more welcoming, inclusive and respectful for everyone. In this edition, we highlight our recent event and offer valuable insights that reinforce our commitment to celebrating diversity and promoting inclusion at Alexforbes. Additionally, be inspired by the remarkable stories of Fazlin, Thipe and Karusha, whose journeys motivate us all.

Thank you for being part of this important journey with us!

25 Our fresh new look: Logo launch

26 Diversity and Inclusion in numbers

27 24 May 2024: Women in Business event

28 Fazlin Swanepoel’s journey beyond the summit

34 Celebrating a few unsung heroes

38 Thipe Khaole: Alexforbes’ very own cyber hero!

39 Welcome to the DIF Champions

42 The speak easy corner

43 Hi everyone, I am Karusha Moodley

45 Food for thought: “The ant and the dove”

Meet the new face of DIF

The new fingerprint logo for the Diversity and Inclusion Forum symbolises individuality and uniqueness of Alexforbes colleagues. It signifies authentication, security and trust, emphasising the forum’s commitment to confidentiality and integrity. Additionally, it represents identity and belonging, highlighting the unity and collective identity of Alexforbes. Destined to leave a mark!

Welcome to the second edition of the Alexforbes Diversity and Inclusion Forum newsletter.

We are excited to share with you our journey and achievements in making our workplace more welcoming, inclusive and respectful for everyone. In this edition, we highlight our recent event and offer valuable insights that reinforce our commitment to celebrating diversity and promoting inclusion at Alexforbes. Additionally, be inspired by the remarkable stories of Fazlin, Thipe and Karusha, whose journeys motivate us all.

Thank you for being part of this important journey with us!

Diversity and Inclusion in numbers Introduction

2794

Total number of all employees (March 2024) 34%

Male (total employees) 66%

Female (total employees)

1 B-BBEElevel1 con t r i b rotu

442

People participated in learnership and intern programmes

553

206 Bursaries awarded to employees and unemployed youth

I am Impact active employee registrations

80% Alexforbes’ performance on the UN Women’s Empowerment Principles

R129.5 million

Total skills development spend for the group

Women in business roundtable discussion: A summary

On 24 May 2024, the Alexforbes Diversity and Inclusion Forum hosted a Women in Business Roundtable event. Hosted by Thandeka Gaba and Thobela Mfeti, the panel featured five accomplished women: Lerato Solomon, Phumza Dyani, Karusha Moodley, Mpho Molopyane and Ntombi Buthelezi.

They discussed mental health, gender representation and inclusive work environments. This summary highlights key insights from the discussion to help build a supportive workplace.

Key insights from the panellists

Lerato Solomon

Lerato, a mental health advocate, emphasised regularly checking in on one’s mental and emotional wellbeing by asking, “How is my heart today?” She encouraged empowering colleagues to notice and address changes in each other’s behaviours. Creating a supportive workplace culture where mental health is openly discussed is crucial.

Karusha Moodley

Karusha, chief operating officer of the Solutions & Enablement platform, stressed creating safe environments for disclosing mental health needs. She highlighted the importance of self-care practices like meditation and journaling. Karusha also reflected on the past sense of community and the need to rebuild such bonds for better support networks.

Mpho Molopyane

Our Chief Economist, Mpho Molopyane, highlighted the need for more women in leadership roles to ensure

diverse perspectives and better decision-making. She discussed the challenges women face in balancing work and personal responsibilities, and advocated for supportive policies such as childcare facilities, flexible working hours and mentoring programmes.

Phumza Dyani

Phumza Dyani, an ICT industry expert, shared her journey of overcoming challenges in a male-dominated field, including imposter syndrome. She emphasised the importance of building strong support networks as well as the need for resilience and adaptability in one’s career.

Ntombi Buthelezi

Ntombi Buthelezi, who has experience in financial services and personal experience with disability, emphasised the importance of disclosing disabilities at work to receive the necessary support. She shed light on the barriers faced by differently abled individuals and underscored the significance of resilience, determination and community support.

The Women in Business Roundtable discussion provided valuable insights into the challenges women face in various professional fields. The panellists shared perspectives on mental health, overcoming barriers in male-dominated industries, creating inclusive work environments, balancing work and personal life, and the experiences of our differently abled colleagues. Continued dialogue and action are essential to creating supportive and inclusive workplaces for all.

Fazlin Swanepoel’s journey beyond the summit!

True leaders emerge during tough times, and this is certainly true for Fazlin Swanepoel. Her story is a powerful mix of overcoming challenges and developing leadership skills. Fazlin, a dedicated wife, mother and an inspiring leader, started her journey by asking herself what her higher purpose was and if she happened to find it, would it be something that would make her family proud.

This question set her on a path of personal and professional growth, showing her that with determination, anything is possible. As she faced each new challenge, Fazlin not only aimed to inspire her sons but also to become a role model for others around her. Her experiences demonstrate how personal ambitions can lead to broader impact, influencing not just family but also the wider community.

Six years ago, during her everyday life, Fazlin chose to take on a challenge unlike any she had faced before. She aimed for Everest Base Camp, not only to test her physical limits but also to inspire others. Her personal journey soon turned into a mission in search of a higher purpose. The Japanese term “Ikigai” refers to something that gives your life value, meaning, or a sense of fulfilment. Discovering her ikigai, and pursuing that which fuelled her passion was key. In her pursuit, she raised funds for the Innovation for the Blind and later would find her longer term passion, which was education in underserved communities in partnership with the NGO Summits with a purpose, which would help her to build digital libraries for communities with very few resources, making her climb a source of hope and learning for many. As she tackled the harsh conditions of the mountains, Fazlin’s successful efforts highlighted the power of using personal goals to aid wider community development. Her project brought

books and education to places where these resources were scarce, proving that big challenges could lead to even bigger impacts. Through her adventure, Fazlin showed that individual actions can truly make a difference in the world.

Fazlin’s preparation for the climb involved not only physical stamina but also mental strength. The mountains offered her crucial insights into the core of leadership, highlighting the significance of persistence, strategic planning, and the capacity to motivate and lead a team towards a shared objective. Through her experiences, she learned that adapting to changing conditions and making decisive choices were vital. Her journey also underscored the importance of teamwork and trust among team members. Furthermore, Fazlin realised that overcoming challenges in the mountains could teach valuable lessons applicable to everyday life and professional situations.

One of the key lessons was the concept of “Pole Pole,” a Swahili phrase used by climbers on Kilimanjaro, meaning “slowly, slowly.” This method highlights the importance of moving one step at a time, crucial in both climbing and leadership. It underscores the value of patience, resilience, and steady progress when facing tough challenges. This approach teaches that rushing can lead to mistakes, whereas taking things slowly can lead to more considered and effective actions. It also shows how small, consistent steps can accumulate to overcome large obstacles. Additionally, the principle serves as a reminder that endurance and persistence are often more important than speed in achieving long-term goals.

During her climbs, Fazlin faced many challenges, including hazardous weather, logistical problems, and physical tiredness. Each hurdle tested her determination but also enhanced her leadership skills. She learned to adjust swiftly, make decisions under pressure, and keep a positive outlook, understanding that a leader’s attitude can significantly affect a team’s morale and success. These experiences taught her the importance of resilience and the ability to handle unexpected situations. She also realised that clear communication and support within a team are crucial for overcoming difficulties. Additionally, these challenges highlighted the value of preparation and thorough planning in achieving success.

Fazlin’s journey also showed the importance of a higher goal. Whether raising money for community initiatives or constructing libraries, she proved that true leadership goes beyond personal success—it is about creating a real impact in other people’s lives. This higher purpose kept her going through the hardest parts of her climbs, reinforcing the belief that the most rewarding achievements are those that benefit the greater good. Her efforts brought not only personal satisfaction but also significant improvements to the communities she helped. By focusing on these goals, Fazlin inspired others to think beyond themselves. Additionally, her journey illustrated how combining personal passions with community service can lead to profound and lasting change.

Fazlin’s experiences also taught her the importance of gratitude and teamwork. In the mountains, amidst the beauty and challenges of nature, she was reminded of people’s capacity for kindness and working together. Her success was not just her own doing; it was supported by teamwork from her climbing group, the local communities and sherpas, and her family back home. This taught her to always appreciate the support of others. It also showed her that achieving big goals often requires collective effort and mutual support. Moreover, these experiences highlighted how shared challenges can bring people closer together, building strong bonds.

In sharing her story, Fazlin hopes to encourage others to follow their own paths to leadership with bravery and resolve. She stresses that leadership, much like mountain climbing, is not about being the first to the top but about helping others as you go up. It is about confronting fears, tackling challenges, and reaching goals that have a deeper, more meaningful impact. She wants people to see that true leaders create paths for others to succeed as well. Her experiences demonstrate that leadership involves perseverance and a commitment to collective success. Additionally, Fazlin believes that every step taken with the intent to help others not only leads to personal growth but also empowers the whole community

Motivating others through action

Fazlin’s adventures teach us the power of setting seemingly impossible goals and the steps required to achieve them. Each mountain she climbed started as a distant dream, transformed into a goal through preparation and action. Her journey underscores the adage, “You can accomplish anything you set your mind to,” encouraging both boys and girls to envision their peaks and persevere towards them. Her story tells us that no dream is too lofty when pursued with passion and persistence.

You can accomplish anything

If there is one unequivocal lesson from Fazlin’s experience, it is embodied in her relentless spirit. Her success in reaching Mafadi, Everest Base Camp, Kilimanjaro and beyond was not a consequence of

A message to dream big

To every adult and child, the message is clear: dream without limits. Whether you aspire to scale real mountains or seek to overcome personal challenges, the potential for greatness lies within each of you. Her story is an invitation to the boy who thinks his dreams are too distant, and to the girl who feels her goals might be too grand or the housewife who believes there is nothing more for her to do after childbirth. Fazlin exemplifies that with courage and steadfast determination, no summit is unreachable.

luck but a testament to her mindset that anything is achievable with enough determination. This lesson extends beyond climbing to every ambition, no matter the field or difficulty.

Leadership lessons

True leadership involves more than guiding others to success; it is about inspiring them to transcend their own expectations. A leader’s journey is often filled with uncertainties, much like navigating through the precarious paths of a mountain. Fazlin mastered the art of adaptive leadership — altering strategies when circumstances changed, and always keeping her team’s morale high. Her leadership was not just about reaching the summit but ensuring that her journey uplifted communities along the way.

Heroic lessons

Heroism is often portrayed as the triumph in dramatic battles, yet Fazlin’s heroism is displayed through her relentless commitment to her causes and her unyielding resolve in the face of adversity. Each step upwards on those steep, icy slopes was a step against the doubts and fears that plague us all. Her heroism lies in her ordinary act of putting one foot in front of the other, proving that heroism is in the endurance as much as in the act.

Fazlin’s charities

Fazlin raised funds for two important charities through her mountain climbing adventures, namely Innovation for the Blind and Summits with a Purpose. Here is a brief overview of each charity and what they stand for:

Innovation for the Blind Summits with a Purpose

Innovation for the Blind is a charity that helps people who are visually impaired. It aims to improve their quality of life by providing them with support and services that help them live independently and confidently. This charity stands for empowerment and inclusion, making sure that people who cannot see are not left out of everyday activities and opportunities. They offer resources like training in using special tools and technology, and they also create programmes that help these individuals find jobs and connect with their communities.

Summits with a Purpose is a charity focused on combining adventure with philanthropy. This organisation encourages people to undertake mountain climbing and other challenging activities to raise funds and awareness for various causes, including building of digital libraries in underserved communities. This ensures that children have access to information technology and are not left behind. They stand for courage, endurance and the power of community effort. By participating in these adventurous events, people not only challenge themselves but also make a significant difference in the lives of others, especially by enhancing educational opportunities through access to digital resources. The charity supports a range of initiatives, including health, education, and environmental protection, reflecting its commitment to making a wide-ranging positive impact.

Conclusion

As we reflect on Fazlin’s remarkable journey—from the physical heights of mountain peaks to the profound depths of community impact—we are called to action. Her story is not just an account of personal achievement; it is a compelling invitation for each of us to explore our own potential and the heights we can reach.

Let us take inspiration from her dedication and spirit. Whether your mountain is a personal goal, a professional challenge, or a community issue, approach it with the same tenacity and heart that Fazlin demonstrated. Dream big, as she teaches, no vision is too ambitious when backed by resolve.

Start today. Set your goals, outline the steps to achieve them, and embark on your journey. Remember, each small step is a part of a larger ascent. Engage with your community, share your journey, and inspire others, just as Fazlin has done. Together, we can not only reach our individual summits but also lift others on our way up.

Let’s celebrate a few unsung heroes!

We are honoured to shine a spotlight on some of our organisation’s unsung heroes. These individuals, whose contributions often go unnoticed, have made significant impacts through their dedication, hard work and unwavering commitment to creating an inclusive and supportive workplace. We celebrate the efforts that these heroes have made to enrich our organisation. We invite you to join us in recognising and appreciating the invaluable contributions of these team members.

Belinda Appelcryn

Can you share something about yourself that your colleagues don’t know?

I have a passion for art and creativity, and I enjoy activities like pottery, mosaic work and pewter crafting. I also love landscaping and gardening, which allows me to nurture the natural world around me. In my adventurous past, I even tried parachute jumping! Now, I find contentment in quieter moments, tending to my garden and enjoying my own company.

What is the most valuable lesson you have learned here at Alexforbes?

I transitioned from a small organisation where personal accountability and responsibility were paramount. Every action had consequences, so ensuring things were done properly was crucial. However, in a larger organisation like Alexforbes, I realised I’m part of a much bigger ‘machine’. Learning to ask for help and relying on my colleagues became essential. While I still enjoy being “control”, I’m actively working on it every day.

What is one thing you enjoy most about your job?

One aspect of my job that I truly enjoy is working closely with people. Understanding their unique perspectives, interpretations and reactions is fascinating to me. As a people’s person, I actively contribute to creating processes that promote working smarter, not necessarily harder. I love approaching tasks or problems in an organised, methodical manner. This involves following a structured process, breaking

down complex tasks into smaller steps and ensuring consistency in handling them. By working systematically, you can enhance efficiency, reduce errors and achieve better outcomes.

Please share how you handle stress and pressure

When it comes to managing stress and pressure, my approach involves a few steps. First, I tend to talk rapidly, expressing my thoughts and feelings randomly. Then, I withdraw to a more solitary space and focus on tackling the situation independently. And yes, sometimes a snack helps too!

What’s the best piece of advice you have ever received?

The best advice I’ve received is that learning is immeasurable. No matter how small or seemingly insignificant a piece of knowledge may be, it always contributes to something greater in the long run. Also, respect, understanding and putting yourself in someone else’s shoes might open your eyes to a different world.

What do you wish more people knew about your job?

As executive personal assistants, our role extends far beyond arranging meetings, handling emails and making coffee or tea. Project management and being a generalist are significant aspects of our day-to-day work. We must swiftly adapt, anticipate challenges and tackle anything that comes our way or is required. 1 4 5 6 2 3

Catherine Bester

Can you share something about yourself that your colleagues don’t know?

I have an identical twin sister and love to play the organ.

What is the most valuable lesson you have learned here at Alexforbes?

Be truthful, ethical and transparent. Make an impact in whatever you do.

What is one thing you enjoy most about your job?

Helping others and making the impossible possible.

Please share how you handle stress and pressure

Managing stress and pressure is essential for overall wellbeing. To achieve this, I focus on maintaining a calm and collected mindset. I must confess, this is not always easy.

What’s the best piece of advice you have ever received?

Stay humble in whatever you do and be kind – always!

What do you wish more people knew about your job?

Executive personal assistants are unsung heroes who make executives’ lives easier and contribute significantly to organisational success. So much happens through their effort.

Can you share something about yourself that your colleagues don’t know?

I play in a rock band and love spending time outdoors.

What is the most valuable lesson you have learned here at Alexforbes?

To treat all my clients equally and provide the same level of service consistently.

What is one thing you enjoy most about your job?

I love working with diverse people and have built strong relationships with both my colleagues and clients.

Please share how you handle stress and pressure

I manage stress by going to the gym every morning to focus my mind. Additionally, I believe in the five Ps (proper planning prevents poor performance).

What’s the best piece of advice you have ever received?

I was advised that I had the choice to either not succeed, because of circumstances, or succeed in spite of circumstances. That has always stuck with me.

What do you wish more people knew about your job?

I wish they knew about the meticulous planning and effort that go into organising events and webinars, as well as the number of steps I take each day.

Van Rooyen

Can you share something about yourself that your colleagues don’t know?

I have a positive attitude, and most of my colleagues don’t know that I was a security officer in this building before becoming a receptionist.

What is the most valuable lesson you have learned here at Alexforbes?

Being good with names and faces helps clients feel more welcome and appreciated. It makes them happy when someone remembers something about them.

What is one thing you enjoy most about your job?

Meeting new people every day.

Please share how you handle stress and pressure

Even when dealing with challenging clients, I remind myself that I am a strong and happy individual.

What’s the best piece of advice you have ever received?

Find passion outside of work. A job you enjoy can contribute to your purpose in life, but life outside of work is also important. Make time for hobbies and social relationships as these experiences can help you find fulfilment.

What do you wish more people knew about your job?

As receptionists, we are the face of the business, an information hub for all and a directory for everything.

Can you share something about yourself that your colleagues don’t know?

Not everyone knows that I am an introvert. Give me a book and a quiet corner, and I am at my happiest.

What is the most valuable lesson you have learned here at Alexforbes?

I am accountable for my actions and I am responsible for my success.

What is one thing you enjoy most about your job?

I enjoy being the solution-giver to issues people find mundane, ultimately ensuring the success of their events and meetings.

Please share how you handle stress and pressure

I count backwards and smile, reminding myself that every challenge is a stepping stone to being greater than yesterday.

What’s the best piece of advice you have ever received?

Perfection is found in imperfection.

What do you wish more people knew about your job?

It is more than just securing a boardroom; we lay a foundation of lasting impressions, always the great kind.

Zoliswa Memeza

Can you share something about yourself that your colleagues don’t know?

I am in a polygamous marriage as the third wife. I’ve been married for 12 years, and while it has been both interesting and challenging, it has also been a great experience so far.

What is the most valuable lesson you have learned here at Alexforbes?

With dedication, you can grow within the company. All you have to do is know your purpose at work and learn as much as you can.

What is one thing you enjoy most about your job?

Interacting face-to-face with clients is something I truly enjoy. I appreciate the conversations and the motivation I receive from both internal and external clients.

Please share how you handle stress and pressure

I calm down and pray, and I also make sure to take accountability for my duties.

What’s the best piece of advice you have ever received?

Always keep smiling and never change who you are. Continue working hard.

What do you wish more people knew about your job?

People should understand that I am more than just a receptionist or business coordinator. This role requires a great deal of courage, as I am the face of the company for clients and play a crucial part in its success. When this position is undermined, it is disheartening because we are also a vital pillar of the company. 1 4 5 6 2 3

Thipe Khaole: Alexforbes’ very own cyber hero

Background

Thipe is currently the chief information security officer (CISO) at Alexforbes, where he leads cyber resilience enhancements across the organisation. With a career spanning over 19 years, Thipe has developed a formidable expertise in information technology as well as cyber and information security. His educational background includes a BSc in Computer Science, an MBA, and several professional certifications in IT governance and security.

Thipe’s journey in the field of IT and cybersecurity is marked by a series of progressive leadership roles and technical achievements. He began his career working for various companies across FMCG, technology consulting and government sectors, where he provided guidance in IT and cybersecurity strategies.

Throughout his tenure, Thipe has been instrumental in leading several transformation initiatives. Notably, he has been involved in enabling information security management systems, developing enterprise architecture capabilities and overseeing SOC maturity programme engagements. His ability to navigate complex cyber threats and drive technological innovations has not only strengthened Alexforbes’ security posture but has also earned him a spot in the elite ‘Cyber 50’ – a recognition awarded to trailblazing leaders in cybersecurity.

Leadership and impact

Thipe is known for his transformational leadership style, deeply rooted in a philosophy that values impact, innovation and inclusivity. He believes in empowering

his team, encouraging them to take initiative and embrace challenges as opportunities for growth. This approach has fostered a dynamic and resilient IT security team at Alexforbes, capable of addressing rapidly evolving cyber threats.

Under Thipe’s leadership, the CISO office at Alexforbes has become a cornerstone of the company’s digital strategy. His strategic foresight and commitment to excellence has been pivotal in integrating cybersecurity into all aspects of business operations, thereby enhancing overall organisational effectiveness.

Conclusion

Looking ahead, Thipe envisions a ‘Secure Alexforbes of the Future,’ underpinned by robust cyber and information security foundations. His focus is on continuous improvement and adaptation to the everchanging cyber landscape. To his colleagues, Thipe often emphasises the importance of staying curious, proactive and committed to learning as these traits are crucial for navigating the complexities of the IT and cybersecurity fields.

Thipe’s story is not just about his professional achievements; it’s about leadership, resilience and the continuous pursuit of excellence. His journey at Alexforbes serves as an inspiring blueprint for current and future leaders in the field.

Welcome to our Diversity and Inclusion Champions!

We are thrilled to introduce our newly appointed Diversity and Inclusion Champions! Each Champion brings a unique perspective and a strong commitment to supporting our mission of celebrating diversity in all its forms. As they step into their roles, we look forward to the impactful contributions they will make, while driving initiatives that promote a culture of acceptance and mutual respect.

Thobeka Cisane – Sandton

“I believe in the core values of Alexforbes and know it can be an enriching workspace and community. I have witnessed the changes we have undergone and want to be involved in the changes moving forward. Despite the shifts in our ways of working and within our communities, I believe there are still bridges to be built between problems and their solutions, and I want to be part of the group working on that.”

Nate Digangoane – Sandton

“With a profound belief in the power of diversity and inclusion, and a solid track record of promoting these values, I am eager to help create an environment where everyone feels valued, respected and empowered. Throughout my academic and professional journey, I have been deeply committed to advocating for diversity and championing inclusive practices.

As a Diversity Champion and former chairperson at my previous employer, I have actively led various initiatives, talks, dialogues, conferences and social activities aimed at promoting diversity, equity and inclusion in every form. Joining this forum gives me a platform to share my unique perspectives and experiences, learn from others and contribute to creating a more inclusive environment. It is an opportunity to contribute to positive change and to foster understanding among our diverse communities. I am excited to collaborate with like-minded individuals who are passionate about driving positive change.”

Lucia Ho – Sandton

“To me, diversity means learning from people from all walks of life, which has motivated me to step out of my comfort zone. As a Chinese South African who grew up in the 90s, I have firsthand experience with diversity. I respect that we come from different backgrounds and have different beliefs, and I believe we can learn from each other.

I can contribute to this forum by sharing my personal life experiences and Chinese culture. I am always willing to help with events, I am a team player, and I respect other cultures and religions.”

Jacqui Kabb – Sandton

“I am excited to be part of a forum dedicated to making our people feel valued, respected and included. I look forward to participating in impactful initiatives that will make Alexforbes a great place to work. It is indeed a privilege to be of service.”

Kakale Duduetsang Maphorisa – Botswana

“Humanity, to me, means showing kindness, care, tolerance, respect, consideration, honesty, and love towards ourselves and others. It is important to keep learning and growing, understanding what makes us different, from our general life experiences to our cultures and circumstances.

In the workplace, we spend a lot of time getting to know our colleagues, stakeholders and clients. Building strong partnerships and powerful teams helps our business evolve and grow. Diversity and inclusion enable us to feel valued and protected, while creating a positive and healthy work environment for everyone.

Trust is essential, and we need to extend it to our clients and the community. By engaging with people, listening to their concerns and addressing them appropriately, we can create a workplace where employees feel happy, safe, supported and valued. This openness encourages the sharing of ideas, sparks innovation and leads to overall improvement.”

Thando Ngcobo – Sandton

“I believe in sympathy and kindness, and carrying these values daily. The spirit of Ubuntu unites us: ‘I am because you are.’

Reading the forum’s newsletter inspired me with its impactful initiatives, stories and awareness of key issues. Growing up with diverse friends taught me to embrace and collaborate with different people.

During my undergraduate studies, I volunteered at the university’s community engagement unit, addressing goals like poverty, hunger, good health and gender equality. We helped children with homework, served at the Gift of the Givers centre and participated in sanitary pad drives. I saw the positive impact of sharing my knowledge and time, and I want to continue this work.

Working from home can create a bubble. Being part of this community will help me engage in activities that bring positive change.”

Cathrine Pitsi – Sandton

“I am committed to creating an inclusive and equitable workplace, and eager to support our organisation’s diversity and inclusion efforts. I value diverse perspectives, and believe that embracing them drives innovation and creativity. My experiences have shown the importance of creating a space where everyone feels valued and heard.

As secretary of strength at St. Mark’s College in Limpopo, I have organised events celebrating different cultures and supported continuous learning for students. I connect well with people from all walks of life and am dedicated to advocating for underrepresented groups.

I am excited about contributing to our diversity and inclusion efforts formally. My passion, experience and commitment make me a strong candidate for this role, and I look forward to discussing how I can help further our mission.”

Keleabetswe Rampole – Botswana

“One of my core principles is believing in equal opportunities for all people. Over the years, I have seen people miss out on opportunities simply because they did not have a voice. I have made it my mission to be their voice. It gives me great joy to have the chance to do this for the Alexforbes community through this initiative.

Diversity is vital in every organisation as it breeds brilliant ideas and leads to inclusivity. Through diversity and inclusion, we can make our brand stand out and perform even better in the market. One of our core values is leadership, and I believe leadership is not about the office you hold but about being accountable in every role and making a difference.”

Thato Segobaetso – Botswana

Diversity and inclusion benefit everyone, from employees to customers, by promoting fairness and empowerment. By accepting and appreciating our differences, we create a stronger and more inclusive environment for all.”

The speak easy corner

Colleagues, we chose the name “The speak easy corner” for this segment of the newsletter because it’s a relaxed and welcoming place where everyone can talk openly and comfortably. The DIF recently received the following request from one of our colleagues:

Anonymous (single parent): As a single parent, I sometimes find it challenging to balance work and parenting. Are there any resources or support systems in place at Alexforbes to help single parents manage these responsibilities effectively?

Response: At Alexforbes, we understand the unique challenges faced by single parents and are committed to providing support. We offer regular lunch hour webinars on various interesting topics, including one specifically for single parents. The Single Parent webinar covers essential aspects such as defining what a family is, raising resilient and compassionate children on your own, accessing support systems, self-help tips and helping your children understand how your family works. Additionally, these sessions include story-telling and recommendations for helpful books.

By attending the Single Parent lunch hour webinar, you can gain valuable insights and practical advice that can help you manage both your work and parenting responsibilities more effectively. We believe that with the right support, you can create a nurturing and balanced environment for both you and your children.

Colleagues, if you would like to know more about these lunch hour webinars, please contact Nadira Shaboodien-Adam (AdamN@alexforbes.com) for further information.

Hi everyone, I am Karusha Moodley

I have been at Alexforbes for about 11 years, and I can safely say that I am not your typical leader or employee. I am a finance person with over 20 years’ experience, turned insurance person, turned operations person, turned life coach. And I have loved, or learned from, every single moment of the journey. There is a lot to say about loving working at Alexforbes, but I want to share with you two learning experiences that have had a significant impact on me. As often the case with learning experiences, the experience was not good at the time, but the outcome has been exceptional. These experiences have shaped my journey of self-exploration and self-discovery and made me a much better version of myself.

Now before you roll your eyes in disdain and close this newsletter, hear me out.

The first experience is working with a manager I had PDD (pre-Dawie days). I do not want to share the details of the experiences I had while working for this manager because they were not mine alone, but I will share one particular conversation where I was told to choose between being a mother and a successful employee (because I had a lot of potential). My experiences with this manager taught me about the kind of leader I wanted to be, the kind of environment I wanted to work in and the environments I wanted to create for people to work in. I also learned about the incredible people who work at Alexforbes who are so strong and tenacious, and who will walk through fire with me – it was my first insight into the power of creating community, something I advocate strongly for now as a coach and a leader.

The second experience that has fundamentally shaped me happened about three years ago, in the midst of Covid, when I had what would seem to be the perfect life. This one is my personal experience and I want to share the details with you. I had recently moved into

a beautiful home with my husband and daughter. We were a close family who laughed often and had fun together. I had a great job that I was good at, and I was flying. I was depressed and burnt out, and no one knew. It still feels so selfish and ungrateful to have so much, and to have been depressed and burnt out, even though I know that the two are not related.

Experiencing depression and burnout as a high functioning senior leader was shameful and embarrassing. I kept it my shameful secret, which in retrospect certainly did not help the situation. I thought I could call on some old faithful tools and it would get back to “normal” and when that didn’t help, I eventually sought professional help. It was only then that I started to see real change and I was able to let go of the shame of my condition and come face to face with the challenges I was facing.

The transformation journey

With the help of my therapist, I started to see the world clearly again and I knew through this experience that I wanted to help people make similar shifts at a deeper level. I studied and qualified as a coach a few months later. And as a coach, all lessons are done for the coach first and then for others. I found myself loving these transformations and the liberation it brought me.

I have since been on several additional coaching programmes, deepening my own journey of growth and transformation, understanding where I was tripping myself up, where I was holding back, afraid to take up space and unwilling to take responsibility for my own journey. It was scary, hard and uncomfortable (as all transformation is). And it was absolutely worth it! I came back more connected to who I was, what my value was, who I wanted to become, what my purpose is and my desires.

Why am I writing about all of this in a corporate newsletter? Because the impact that this transformation has made on me as an employee, a leader and a person was fundamental. I am no longer afraid to take up space and say what is on my mind, even if it is contrary to the thoughts in the room. I am no longer afraid to be the centre of attention, chairing meetings or presenting on a topic. Where previously I would be a quivering bunch of nerves, I am now much more at ease with who I am.

I am able to implement and hold boundaries based on my priorities, and I am able to practice self-care and stress management. As a result, I am far more effective at work now than I was before, with more reach and impact, getting more done, far more efficiently and with more ease and collaboration. There will always be challenging days, but they are manageable.

The inner work journey is also far from over. I cannot wait to see what else I can uncover.

Leadership

As a leader, I am passionate about the growth and development of our people. Self-care and stress management are constant topics of discussion. As I said earlier, I am not your typical leader. Team meetings start with celebrations and brags or a “drop in” to create presence and connection. I have created an engagement team within S&E, which includes people from the various business units within S&E who come together to look at driving engagement across the platform and within the teams.

I am a fierce advocate for the equality of all within the workplace. I am particularly passionate about the empowerment of women (after being told I had to choose between my career and my child) and I have hosted events focused specifically on issues facing women.

Doing this inner work has allowed me to find not only my voice, but also my courage to use it and to take up the space required to make an impact.

My philosophy as a leader is that each person in the organisation is a leader and is part of the team to make Alexforbes a success. It is our role as leaders to create the environment that allows our people to show up as the best versions of themselves and it is the responsibility of each employee to show up as the best version of themselves. When we show up as the best version of ourselves, the authentic version, not the version that we think others want to see of us, the most rested, the most courageous, the one who has done the inner work to stand in their light, to take ownership, this organisation becomes an unstoppable force.

My greatest lesson

Do you tell yourself that you can’t do something? That a particular experience or role is not for you? That other people can have that wonderful thing, but you can’t for whatever reason and the reason will seem extremely valid in your head? These are limiting beliefs and they come from a million little interactions, experiences and conversations that tell us we must stay in our boxes.

I had no idea how many limiting beliefs I had about EVERYTHNG. I used to tell myself that I was not suitable for the “limelight”. I didn’t know I was telling myself this until I came face to face with it when I was doing an acrobatic exercise in a coaching programme last year. The exercise required one of the participants to be the bridge, one to be the spotter and one to “fly”. The bridge was required to lie on the floor and lift the person “flying” using their legs in a defined way. The spotter was the safety officer. The flyer was the show case – essentially in a position of flight above the person acting as the bridge (this will all make sense in a moment).

I was very happy to be the spotter and the bridge in our little group. But when it came time to be the flyer, I shut down completely and said no in tears. I could not do it. I was too heavy, I said, no one could lift me. The acrobatic instructors came over and had a conversation with me, gently explaining the process, what I would need to do, what she would be doing as the bridge, and asked me if I was willing to trust her. It was not her I didn’t trust. It was me! Once I named it, it was easy to tap into this belief that I didn’t deserve to be the flyer. That was the limelight position that was meant for others but not for me. And I let go. I surrendered the belief and put myself in the instructors’ hands. Below are two pictures of me flying! Don’t let anyone tell you what you can and can’t do, especially not yourself.

I am now constantly reminded of the quote by Henry Ford – “Whether you think you can, or you think you can’t-you’re right

Food for thought –“The ant and the dove” – Unknown writer

One hot day, an ant was searching for water. After walking around for some time, the ant came to a spring. To reach the water, it had to climb a blade of grass. While making its way up, it slipped and fell into the water.

A dove, sitting on a nearby tree, saw the ant struggling. The dove quickly plucked a leaf and dropped it into the water near the ant. The ant climbed onto the leaf and was safely carried to dry ground.

Just then, a hunter was about to throw his net over the dove. Guessing what he was about to do, the ant quickly bit him on the heel. In pain, the hunter dropped his net, and the dove flew away to safety.

Moral of the story……

This story demonstrates the importance of helping each other, regardless of the size or strength. It shows how small acts of kindness can make a big difference and how everyone has something valuable to contribute. In a diverse community, everyone has a role to play in supporting and protecting one another.

In this edition

Welcome to the third edition of the Alexforbes Diversity and Inclusion Forum newsletter! In this issue, we explore inspiring themes of courage, respect and growth, and celebrate the diverse voices that enrich our workplace.

Learn how we are fostering respect in a hybrid world, be inspired by Professor Bonang Mohale’s empowering insights on accountability and courage, and celebrate the Alexforbes way of working together.

Discover the incredible journey of Janina Slawski, whose leadership and dedication continue to make an impact in South Africa, and gain wisdom from Dr Ali Bacher’s reflections in My AF Brothers’ Keeper.

Finally, visit The Speak Easy Corner for practical advice on resilience as we continue building a workplace that champions inclusion and mutual support. Thank you for being part of this journey with us!

49 Message from the chair

50 Celebrating the Alexforbes way

52 Respect in a hybrid world roundtable: A summary

54 Professor Bonang Mohale: Empowering through courage and accountability

57 Empower, connect, thrive: My AF KeeperJoin today!

59 Janina Slawski: A life dedicated to growth, leadership and South Africa

61 In loving memory of Shaiks Molete

62 The speak easy corner

63 Dr Ali Bacher’s journey: Lessons shared by Don Andrews

68 Getting to know two colleagues from Botswana

70 Conclusion

71 We want to hear from you

Message from the chair

At

Alexforbes, we understand that creating a truly diverse and inclusive workplace is not just a goal but a journey.

We believe that building an environment where everyone can thrive, regardless of their background, is essential to our success. By embracing diversity, we aim to build a fairer and more equitable industry that benefits not only our people but also our clients and society as a whole.

Our approach is built on three key pillars: why we do what we do, what we do and how we do it. These principles guide every step of our journey towards a more inclusive future.

Why we do what we do

• We are committed to creating a fairer, more inclusive and equitable world.

• We believe that diversity and inclusion lead to better outcomes for our people, clients and society.

• Our goal is to create an environment where everyone, regardless of their background, can thrive and contribute their best.

What we do

• We lead initiatives that promote awareness, understanding and inclusion within Alexforbes and the wider industry.

• We support the Group's Employment Equity (EE) plan and work to achieve EE targets across all levels.

• We organise events, provide resources and set measurable diversity goals to ensure meaningful progress.

Now more than ever, the investment industry needs to keep pushing for progress in diversity and inclusion. At Alexforbes, we are calling on all businesses and organisations to take concrete steps towards creating a more inclusive environment. Whether through setting measurable diversity targets, launching mentorship programmes or simply creating spaces for open dialogue — every action counts. By working together, we can create a future where diversity is not only accepted but celebrated.

How we do it

• We embed diversity and inclusion into our culture, policies and practices, making them visible and accessible.

• We amplify the voices of our employees, providing platforms for open dialogue and celebrating diverse perspectives.

• We focus on removing barriers to inclusion, D&I education and mentorship, and, ensuring that everyone can contribute, grow and succeed.

Diversity and inclusion are not just goals for Alexforbes, they are the driving forces behind everything we do. By focusing on why we are committed to this mission, what actions we take and how we implement them, we are building a workplace and industry where everyone can succeed. While we have made great progress, we recognise that there is still much to do. Together, we can create a more inclusive, fair and thriving environment for all.

Celebrating the Alexforbes way

Nigeria

Namibia

Respect in a hybrid world roundtable: A summary

The Respect in a Hybrid World roundtable at Alexforbes, hosted by Renaldo, Chairperson of the DIF, brought together four expert panellists—Thipe, Karusha, Portia and Johnny—to explore the evolving concept of respect within hybrid workspaces. Each panellist led one of the roundtable’s four core themes, offering practical insights and guidance for fostering respect in both remote and in-office contexts.

Respect for the hybrid environment: Portia led this dialogue, focusing on the adjustments needed to accommodate remote and in-person team members. She highlighted how managers can support individual needs by checking in on availability before reaching out, ensuring that remote workers feel included and respected in daily interactions.

Respect for work-life balance: Johnny tackled the complexities of setting boundaries in a hybrid world, particularly around the expectation for after-hours availability. He emphasised open communication between employees and managers to clarify when after-hours responses are necessary and when boundaries should be respected. For Johnny, this approach is crucial to maintaining productivity and wellbeing.

The power of saying no: This segment, expertly handled by Karusha, delved into the importance of empowering employees to decline tasks that could lead to burnout. Karusha stressed that saying ‘no’ should be seen as responsible, not a lack of commitment. This balance, she explained, is vital to sustainable productivity in a hybrid work environment.

Respect for privacy and confidentiality: Thipe led this final segment, discussing the need to respect personal privacy and ensure confidentiality in both physical and digital spaces. He emphasised that while hybrid work offers flexibility, it requires heightened sensitivity to individual boundaries, which builds trust and a sense of security within the team.

The event’s structure, with each of the four segments skilfully managed by a designated panellist, provided a wellrounded perspective on the challenges and opportunities for respect in a hybrid environment. To further amplify its impact, the recording of the event will be presented in four individual segments as part of an additional campaign early in 2025. Employees are encouraged to be on the lookout for further communication regarding this campaign, which will provide more opportunities to engage with and reflect on these important discussions.

My AF Brothers’ Keeper initiative

Alongside these discussions, the roundtable served as the soft launch of the ‘My AF Brothers’ Keeper’ initiative, championed by Viresh. This programme is designed to create a supportive network for men within Alexforbes, recognising that men often face unique challenges in silence. The initiative includes four pillars: study circles, wellness groups, career mentorship and financial literacy workshops, aimed at building a safe space for men to connect, share and grow.

Renaldo concluded by inviting attendees to engage with the discussed themes, while Viresh’s second video highlighted the My AF Brothers’ Keeper initiative. Viresh encouraged everyone to participate in at least one initiative group, to apply the values shared in the session, and to actively contribute to fostering respect and inclusivity within Alexforbes’ hybrid work culture. For online participants, he highlighted the available digital resources, while those attending in person were invited to enjoy refreshments and collect additional informational materials.

In his closing, Renaldo thanked the panellists, support team and all attendees, reiterating Alexforbes’ commitment to a respectful and adaptive workplace. He expressed hope that the values discussed would be embedded in daily practice, fostering a workplace culture that respects personal boundaries, supports growth and builds resilience across all team members.

Professor Bonang Mohale Empowering through courage and accountability

Our recent meeting with Professor Bonang Mohale provided an inspiring session where he shared insights from his book Behold the Turtle, which aligns closely with the principles of the ‘My AF Brothers’ Keeper’ initiative. This initiative, launched by Alexforbes, aims to create a support network where men can openly discuss their challenges, learn from each other, and work towards both personal and professional growth. Professor Mohale’s talk drew attention to themes of courage, resilience and mutual accountability, which resonates with the initiative’s purpose of empowering men through shared experiences and supportive communities.

Themes from Behold the Turtle

Professor Mohale introduced the metaphor of the turtle, which only makes progress by sticking its neck out—a concept that symbolises the courage required to take risks, especially in the face of challenges. He emphasised that true growth and progress require individuals to step out of their comfort zones, embrace vulnerability and speak ‘truth to power’. This message aligns with the My AF Brothers’ Keeper initiative’s goal of creating a safe space where men can support each other, confront difficult truths and foster accountability.

The Professor also discussed resilience in leadership, stressing that leaders should not be defined by titles or achievements alone but by their ability to listen, empathise and grow alongside others. In his view, vulnerability is not a weakness but rather a sign of strength that allows leaders to connect meaningfully with others. This idea

encourages members of the My AF Brothers' Keeper initiative to embrace their own journeys of self-discovery and to support one another without the fear of judgement or societal expectations.

Alignment with the My AF Brothers’ Keeper initiative

The initiative seeks to build a community where men feel empowered to discuss issues openly, such as mental health, personal development and career aspirations. Professor Mohale’s emphasis on accountability as a key to personal growth was particularly relevant. He illustrated how holding each other accountable helps individuals reach their full potential. This aligns with the initiative’s structure, including study circles, wellness groups, career mentorship programmes and financial literacy workshops designed to promote holistic development.

Professor Mohale also highlighted the importance of mentorship, a theme deeply embedded within the initiative. He spoke of ‘lifting as you rise’, encouraging experienced members to guide others through their journeys. This creates a supportive environment where mentorship is reciprocal, allowing both mentors and mentees to grow.

To conclude the session, Professor Mohale encouraged attendees to embrace the values of courage, resilience and accountability in their daily lives. He urged them to be active participants in the My AF Brothers’ Keeper initiative, to seek out opportunities to connect with others and to support each other’s growth. Through this initiative, members gain both a source of strength and a platform to make a positive impact, not only within Alexforbes but also in their communities.

All attendees were invited to join at least one of the initiative’s groups, whether for study, wellness, career development or financial learning. Professor Mohale encouraged them to view the initiative as a journey towards building a better version of themselves, both individually and as a community. Emphasising the importance of collective growth, he reminded everyone that ‘a hand extended to lift another is far more powerful than two hands clasped in prayer’.

This meeting with Professor Mohale marked the beginning of a transformative journey for the My AF Brothers' Keeper initiative, with its emphasis on building an inclusive, supportive and accountable community. His insights from Behold the Turtle serve as guiding principles for the initiative, encouraging every member to lead with integrity, embrace vulnerability and support one another.

As Professor Mohale concluded, “Leadership is not about titles or accolades; it’s about character, compassion and the courage to lift others as you rise.”

Empower, connect, thrive: My AF Brothers’ Keeper – Join

today!

The My AF Brothers’ Keeper initiative is a pioneering programme under the Alexforbes DIF that fosters a supportive environment for men to connect, grow and overcome challenges together. It emphasises brotherhood, accountability and mutual support, encouraging participants to build a community that uplifts one another both professionally and personally.

Evolution of the initiative

The DIF initially planned to launch the My AF Brothers’ Keeper initiative first, with the My AF Sisters’ Keeper initiative to follow at a later stage. However, as the forum began promoting the My AF Brothers’ Keeper initiative, it became clear that there was significant interest from women. In response to this demand, the forum decided to pivot and combine both initiatives into a single, inclusive programme called My AF Keeper.

This unified approach will ensure that all employees, regardless of gender, can benefit from the empowerment groups. While many groups, such as study circles and career mentorship, are genderneutral, there will be provisions for maintaining confidentiality in gender-specific groups such as men’s health or women’s health, to ensure a safe and respectful environment for participants.

Interest in the empowerment groups

While the initiative has not been hard-launched yet, the forum has been promoting it among employees, and so far, the numbers of interest in each group are as follows:

• Study circles: 30 members

• Fitness and wellness groups: 31 members

• Career advancement mentorship: 35 members Financial literacy workshops: 27 members

• Community engagement and volunteering: 26 members

• Public speaking workshops: 30 members

• Professional networking circles: 33 members

• Work-life balance and family support groups: 24 members

• Cultural exchange and awareness forums: 7 members

• Health check-in groups: 15 members

• Mental health awareness and support circles: 26 members

• Healthy eating and lifestyle workshops: 28 members

This growing interest highlights the initiative’s potential to create a stronger, more supportive community at Alexforbes.

If you’re interested in joining any of these groups, please use the QR code to share your preferences. Your participation will help us build a stronger, more supportive community for everyone.

Your journey of support and growth starts here— don’t miss out!

Janina Slawski: A life dedicated to growth, leadership and South Africa

I am Janina Slawski, of Polish and Irish origin. I was born in Zimbabwe and first came to South Africa to study at the University of Cape Town. I have a diverse background, but I see myself as African-born and African in spirit. I am truly proud and hopeful for the success of our country, South Africa.

At university, I studied for both Bachelor and Master’s degrees in actuarial science, emerging as a qualified actuary before starting work.

My first job was at Southern Life, which had assisted with my bursary for university studies. There I worked in the corporate actuarial department, getting involved with the modelling of the AIDS epidemic as it was starting to impact on mortality in South Africa. I then moved to Ginsburg, Malan and Carsons, which were shortly thereafter taken over by Alexander Forbes (as it was then called) and I therefore started my first stint at Alexforbes. I worked as an employee benefits actuary and consultant, moving to Johannesburg to take a role in the Sandton office, eventually heading one of the retirement branches there.

I stepped down as branch head when I was appointed as the President of the Actuarial Society of South Africa, and after that role ended, moved to join the Alexforbes Asset Consulting division.

I then left Alexforbes for ten years to spend time as General Manager for Risk and Capital Management at Absa Insurance, then as Director of Marketing and Distribution for the Old Mutual Investment Group. In 2018 I returned to Alexforbes to re-join the Asset Consulting division, and I was appointed into my current role of Head of Investments Consulting.

I am proud to have been exposed to a wide range of opportunities across the work

spectrum from pure actuarial, to consulting, employee benefits, short-term insurance, asset management, sales, marketing and asset consulting. I have enjoyed each role in terms of the broad experience that I have gained, but specifically in terms of the teams I have worked with and have helped to build. I found the experience of building teams one of the most rewarding aspects of my career.

I have also loved the opportunity to spend time with clients. It is truly rewarding to walk a journey with a client to take them to the point where they are able to make informed decisions, that will benefit their underlying stakeholders, be they members of retirement funds, policyholders or shareholders.

I am proud to have been the first female and youngest to have been appointed as President of the Actuarial Society of South Africa. It is exceptionally rewarding to be recognised by your peers, and to be able to give back to the profession that you represent.

In terms of challenges, it was initially difficult to get funding for my studies which I needed as my parents could not afford to send me to a South African university. I applied for every bursary that was available in Zimbabwe, and even made it to the interview stage, but was then rejected in a rather amused way because I was a female wanting to study engineering. Once I swapped to study actuary, it was a lot easier to get a bursary.

Apart from that initial challenge, the challenges I have faced in my career have all been the type of challenge that I love, for example, taking on a demoralised team and building them up until they are motivated and pulling towards success … or taking a complex and challenging offering and helping to drive it towards a positioning that clients love.

Leadership and impact: Being a leader and helping to inspire my team is a fundamental part of my DNA. Helping people to grow and ensuring that they are recognised for their achievements is tremendously fulfilling for me.

I now head the client-facing team for our Investments business, assisted by a strong and competent management team who have helped our team to achieve success. Our interactions with clients range from asset consulting to delegated product servicing to actuarial to strategic development and to sales. Our team interacts with clients and consultants on all things Investments. I am proud to head the team that services the largest portion of the Alexforbes revenue stream, and helps clients through the sometimes-complex world of Investments, in a way that helps them to understand and feel confident to make decisions about Investments.

It is also extremely exciting to work with the team that is delivering new business opportunities that are helping to grow our client and assets under management books. We have truly special consulting and product capabilities that we are proud to take to our existing and new potential clients.

Personal touch- One of the most heart-warming pieces of feedback that I have received was from a company secretary who had attended Investment Committee meetings to take minutes, but said she had learned so much about investments during that time. This brought home to me just how much of an opportunity and responsibility we have to share our knowledge of investments, which can really make a difference to the people that we interact with.

I believe that as Alexforbes and Alexforbes Investments, we are on the cusp of achieving even greater success. For a long time, we have delighted clients with our consulting, product and service offerings. Now, we are gaining wider recognition for the quality of these offerings through significant new business opportunities. Through pulling together with our colleagues across Alexforbes, we have the opportunity to achieve significant success, and to widen the range of clients that we assist to achieve better investment outcomes.

In loving memory of Shaiks Molete

It is with deep sadness that we bid farewell to our colleague and friend, Shaiks Molete, who passed away on 23 December 2024.

Shaiks, in his role as Employment Equity Manager, was a pillar of support for our efforts to promote diversity and inclusion within Alexforbes. With his deep knowledge, dedication and unwavering commitment, Shaiks played an instrumental role in advancing the goals of the forum and creating a more equitable and inclusive environment for everyone.

Shaiks’ presence was defined by kindness, motivation and a warm, jolly nature that uplifted everyone he encountered. His grace and inspiring leadership were a source of encouragement to many, and his contributions will be remembered with profound gratitude.

The legacy Shaiks leaves behind is one of hope, inclusion and positive change. While Alexforbes is deeply diminished by his loss, we are richer for having known him.

Our thoughts and prayers are with Shaiks’ family, friends and colleagues during this difficult time. May his soul rest in eternal peace.

The speak easy corner

Colleagues, we chose the name “The speak easy corner” for this segment of the newsletter because it’s a relaxed and welcoming place where everyone can talk openly and comfortably. The DIF recently received the following request from one of our colleagues:

Anonymous: How can we ensure that resilience-building in the workplace acknowledges the unique challenges faced by colleagues from diverse backgrounds, without making assumptions about their experiences?

Response: Thank you for raising such an insightful question. Building resilience inclusively starts with recognising that each person’s journey is shaped by unique experiences. It is important and necessary to create a culture where everyone feels safe to share their challenges without fear of judgement.

Offering flexible support systems, such as mentoring, employee resource groups and tailored development programmes, can help address diverse needs. Most importantly, listening actively and respecting individual perspectives ensures resilience strategies are meaningful and equitable for all.

For confidential assistance, please contact Life EHS on 0800 448 001, International +27 87 350 1642 or SMS your name to 31581

Remember, support is always available. Together, we can foster a workplace where resilience thrives on understanding and mutual respect.

Dr Ali Bacher’s journey: Lessons shared by Don Andrews

Dr Ali Bacher is a name synonymous with South African cricket and a figure of immense influence in the country’s sporting history. Renowned for his leadership and resilience, he has also been a source of inspiration beyond the cricket field, offering lessons in mentorship, perseverance and unity. In our conversation, I had the opportunity to explore his remarkable journey, delving into the defining moments of his life and his perspectives on nurturing talent and leadership.

Through the lens of our ‘My AF Keeper’ initiative, Dr Bacher’s insights offer valuable lessons on promoting growth, resilience and a shared sense of responsibility. My AF Keeper is an inclusive programme led by the Alexforbes DIF, designed to empower Alexforbes employees through activities such as study circles, professional networking and career advancement mentorship. It also provides confidential spaces for genderspecific discussions on health and wellbeing, ensuring a safe and supportive environment for everyone.

How did your early life shape your drive and how does the ‘My AF Keeper’ initiative relate?

When I think about examples of factors that were crucial to my development, two things come to mind. From a young age, I had a strong drive and ambition to succeed. This led me to become a doctor, play cricket for South Africa and eventually become the CEO of Cricket South Africa. I was always determined to achieve the goals I set for myself. Having a dream and a clear direction for your life is essential.

Sometimes things don’t go as planned, but it’s important to never lose sight of that dream. You can’t go through life, whether it’s primary school, high school or university, without a sense of purpose.

My dream began early, partly because of my parents’ journey. They came to South Africa from Eastern Europe: my father from Lithuania in 1929 and my mother from Poland in 1931. If they had stayed behind during the war, when the Germans were persecuting Jews, I wouldn’t be here today. They arrived with no education and had to work hard to survive. When I reached high school, life became even tougher. My parents divorced, and my mother, who didn’t have an education, couldn’t help us with our schoolwork. If I had a problem with maths, she simply couldn’t help me: it wasn’t her fault. This experience taught me to rely on myself and to persevere through difficult situations. I believe this was a pivotal turning point in shaping my future.

In many ways, this journey reflects the values behind My AF Keeper, the importance of having a dream, striving towards it and supporting each other along the way. Just as I had to rely on my own determination to overcome the challenges I faced, My AF Keeper serves as a reminder that mentorship, support and guidance are essential in helping individuals navigate their personal and professional challenges. The initiative can play a key role in nurturing the dreams of young people and guiding them through their own struggles, ensuring they are not alone in their pursuit of success.

Why did you choose the jobs you did?

Whenever I applied for a job, it was because my heart was in it. I never focused on the financial aspect; money was never my main motivation. What mattered to me was that there was always something about the roles I applied for that sparked my passion and genuinely appealed to me. I was never a high earner, but that didn’t bother me. I was perfectly happy dedicating seven days a week to cricket, a deeply loved sport. While the pay in cricket back then was modest, especially compared to what people earn today, I felt content because I was doing something I truly wanted to do.

Weekends were never a break for me. On Saturdays and Sundays, I would spend hours on the phone, speaking with people at cricket centres across South Africa: Cape Town, Port Elizabeth and Durban. I wanted to stay informed about what was happening on the cricketing front in each area. It was this passion that kept me going, and it never felt like a burden. Another significant element of my journey was the unwavering support I received from my family. Their encouragement allowed me to pursue my passion wholeheartedly without hesitation.

Looking back, I realise that the combination of personal passion and family support was what truly fulfilled me. It wasn’t about chasing wealth but about dedicating my time and energy to something meaningful. I believe that when you love what you do, it naturally drives you to give your best, regardless of external rewards.

My memories of my best friend Steve Tshwete and Nelson Mandela

The unification of South African cricket in 1991 was a pivotal moment in the country’s sporting history, but it did not happen without challenges. Initially, a white team was selected with just one Coloured player, who happened to be the brother-in-law of Basil D’Oliviera. The broader effort to unify cricket involved people from various communities – Blacks, Indians and Coloureds – with Indians playing a leading role in the process under the leadership of figures like Krish Mackerdhuj.

However, the unification was largely driven by one individual: the late Steve Tshwete. His influence and leadership were instrumental in bringing the different factions together. There is a remarkable story about how this came to be.

One Wednesday night, I received a phone call at around 22:30 from Frederick van Zyl Slabbert, a man I deeply respected and often sought advice from. He informed me about a significant meeting taking place that evening in Johannesburg. For the first time, the ANC –represented by comrades who had travelled from Lusaka – and representatives from Anglo American, who had organised the gathering, were meeting. This was a monumental step during a period when the ANC was still transitioning from being partly banned, to being fully unbanned as South Africa moved towards democracy.

Frederick told me, “Ali, I want you to go to the Eastern Cape on Friday night.” When I asked why, he said, “I want you to meet Steve Tshwete.” I remember asking, “Who is he?” Frederick insisted, and so I agreed, even though I didn’t know much about Tshwete or where I was heading. That Friday night, I set out on what would become an unforgettable journey.

Nelson Mandela, wearing a No. 6 Springbok jersey, celebrates South Africa’s victory in the 1995 Rugby World Cup final (Cleary, 2013).

On that Friday night, my good friend Robbie Muzell arranged for his wife’s driver to take me to the township of Mdantsane. We had to get directions as we navigated our way there. Eventually, I arrived at a large house. Steve Tshwete wasn’t there at first, as he had gone to see his late father.

At around 20:00, the door opened and in walked this big man with thick-rimmed glasses. I didn’t know who he was at the time. I introduced myself and we shook hands. Then we sat down to talk. I was seated in a chair that sank almost to the floor, while he sat on a solid, high-backed chair. Being such a large man, he towered over me. I can’t even remember what I said during those 45 minutes, we just talked. Finally, he said, “Ali, I am going to help you.”

That moment changed everything for me. Steve Tshwete saved me. Without him, I was finished, persona non grata, because of the Rebel Tours. He never stopped supporting me. His backing gave me credibility with the National Sports Congress. Once they saw Steve standing by me, that was it.

We travelled together to England twice, to Australia and to New Zealand. He became an integral part of my life, attending my children’s weddings and visiting me regularly on Friday nights. Steve wasn’t just an ally; he became my best friend.

Steve had a close relationship with Nelson Mandela. Madiba trusted him deeply. When Madiba needed to deliver a strong message to someone, Steve was often the messenger. He also played the role of facilitator during Mandela’s efforts to resolve issues with his former wife. Steve Tshwete was not only a remarkable leader but also one of the most dependable and loyal people I’ve ever known.

Madiba had a deep love for Steve, which made it easy for me to get Madiba to attend cricket matches.

Whenever I wanted him to come, I would simply ask Steve to arrange it. Madiba attended games at several venues, including Port Elizabeth, the Wanderers Stadium and Newlands. The best occasion, however, was in Cape Town during the New Year’s Test match in 1997. It was South Africa playing against India.

I remember that day clearly. It was day two or three of the match, and the weather was perfect: warm, calm and sunny, with no wind. I went for a walk in the morning, enjoying the beautiful atmosphere. Then, around noon, I received a phone call saying Madiba wanted to come to the cricket. He arrived at 12:00 and asked me, “Ali, would you like me to meet the players?” I immediately said yes.

The lunch break was scheduled from 12:30 to 13:10, so I sent a message onto the field telling the players not to leave for lunch. I walked onto the field with Madiba, and the reaction from the crowd was incredible. Everyone was on their feet, cheering enthusiastically. I introduced Madiba to each of the players, and he took the time to speak to every one of them individually.

Then Madiba asked if he could address the country on SABC. I handed him the microphone and he spoke for about 30 minutes, captivating everyone with his words. The lunch break extended to nearly an hour, but no one minded. It was a moment I’ll never forget.

Madiba was truly extraordinary. Despite spending 27 years in prison, he harboured no bitterness. He often said to me and others, “You must not harbour animosity. What has happened in the past, don’t ever forget, but don’t let it weigh you down or hold you back.” His wisdom and grace were unmatched, and his ability to forgive and unite people was inspiring.

Madiba had a unique, magnetic presence. Wherever he walked, a respectful and almost awe-filled silence would follow. One memorable instance was at the Wanderers Stadium.

I got a call at 12:15, saying Madiba would arrive in five minutes. I rushed to meet him, and the first thing he did upon arriving was to head straight to the kitchen to meet the catering team. He greeted the women there warmly, and you wouldn’t believe their reaction – they were overjoyed, some even moved to tears.

I asked the guests to line up, and as I introduced each one to him, he used his famous line: “You may not remember me…” with a twinkle in his eye. It was classic Madiba: humble, humorous and connecting with everyone on a personal level. Truly, there will never be anyone like him.

Another unforgettable moment was during the 1995 Rugby World Cup final. At around 11:30 on the Saturday morning, Steve Tshwete called me, saying he had a problem. When I asked what it was, he explained that Madiba had requested a number 6 Springbok rugby jersey, Francois Pienaar’s number. I asked why, but Steve simply said, “Ali please don’t ask questions, just get the jersey.” So, I told him where to find one.

It was an extraordinary moment. When Madiba eventually walked out wearing Pienaar’s jersey to meet the All Blacks and Springboks, the crowd erupted. That single act, his donning of the captain’s jersey, symbolised unity and hope for our country. It remains one of the most powerful and iconic images in South African history.

Can you talk a bit about the Hansie debacle

Initially, I didn’t believe the story. It was a Friday evening when my personal assistant received a message from India and I dismissed it as rubbish. I phoned Hansie on the Saturday, telling him to come to Johannesburg for a press conference to put an end to the rumours. He said he couldn’t make it because it was his wife’s birthday. So, on the Sunday, we travelled to Durban, as the Proteas were scheduled to play Australia for the first time on the Wednesday. That Sunday, I called a press conference. In hindsight, and from what people who heard that interview said, there was something off about Hansie. He just didn’t seem right.

On the Monday night, I invited two senior administrators from Australian Cricket, including their CEO, to South Africa. Together with Percy Sonn, the President of SA Cricket, we visited a

game reserve where we spent two days. The CEO asked me why the Indian media were so focused on Hansie’s alleged involvement with the bookmakers. I was adamant that there was no truth to it. Then, at 3:00 the next morning, I received a phone call from Goolam Rajah, the team manager, and Rory Steyn, the security consultant. They said Hansie wanted to speak to me right away. It was a very simple admission. Hansie said, “Doc, I haven’t been honest with you. I’ve had interactions with the bookmakers.” That was it. I put the phone down.

At that moment, everything changed. I was in shock. I had always trusted Hansie, and to hear him admit that he had been involved with the bookmakers was devastating. It felt like a betrayal, not just to me, but to the entire team and the fans. I immediately realised that we had to act fast to address the situation, but I also knew the damage had already been done.

The news was a massive blow, and the press conference that followed had a sombre tone. We had no choice but to be transparent about the situation, but it was difficult. The team’s morale took a hit, and the reputation of South African cricket was severely affected. It was a hard time for everyone involved, but it was also a pivotal moment in the history of the sport in South Africa.

Looking back, I believe that Hansie’s admission, while painful, was necessary for the integrity of the game. It was an unfortunate chapter, but it taught us all a lot about the pressures cricketers face and the importance of maintaining integrity in the sport.

How do you feel about people labelling the Proteas as chokers?

With justification. The history shows it. South Africa has consistently found itself in positions where they could have won major tournaments, only to fall short at crucial moments.

They have been called ‘chokers’ because of their repeated failures in high-pressure situations, particularly in World Cups. However, it is important to recognise that despite these setbacks, the team has also displayed immense talent and resilience, and overcoming this reputation will require a shift in mindset and performance at the highest level.

How do you think Alexforbes can support the development of young and junior employees in the way you nurtured cricketing talent in South Africa?

I believe the key to developing young and junior employees is through education. In today’s world, a good education gives young people the potential to succeed. It’s tough out there, and I recently saw a statistic showing that around half of young people aged between 15 and 28 are unemployed. Can you imagine waking up every day with no job or purpose? The chances of falling into crime are much higher in such circumstances, and that’s a serious problem. Education is essential in preventing that.

Every morning, I wake up with a sense of purpose. I have things to do, I go for a walk and I spend my time thinking, making calls and setting up meetings. Alexforbes should instil the value of education in their employees. With such a large workforce, including families, cousins and nieces, Alexforbes has an opportunity to influence many people. Supporting employees who want to further their education, like completing university degrees, is a powerful way to help them build a better future.

By encouraging lifelong learning and providing opportunities for employees to develop their skills, Alexforbes can create a culture of growth and ambition. This approach not only benefits individual employees but also contributes to the overall success of the company. It’s about helping people reach their full potential and ensuring that they have the tools to succeed, both professionally and personally.

Dr Ali Bacher’s life and career are a testament to the power of determination, mentorship and community. His stories about early struggles, the bonds he shared with icons like Steve Tshwete and Nelson Mandela, and his unwavering commitment to cricket, highlight values that transcend sport. As we look to impact Alexforbes employees through initiatives like My AF Keeper, Dr Bacher’s experiences remind us of the importance of dreams, hard work, and the enduring impact of unity and leadership. His journey serves as a guiding light for all seeking to leave a meaningful legacy.

Reference: Cleary, M. (2013) ‘Nelson Mandela seized the opportunity of the Rugby World Cup 1995’, The Telegraph, 6 December. Available at: https:// www.telegraph.co.uk/news/worldnews/nelson-mandela/10140763/Nelson-Mandela-seized-the-opportunity-of-the-Rugby-World-Cup-1995.html (Accessed: 4 February 2025).

Getting to know a colleague from Botswana

Loago Bokole Head of Asset Consulting

Can you share something about yourself that your colleagues don’t know?

I am a Christian.

What is the most valuable lesson you have learned here at Alexforbes?

The decisions we make and the advice we give can determine whether thousands of people retire comfortably. Even small contributions, when combined, have a meaningful impact.

What is one thing you enjoy most about your job?

Seeing trustees grow confident enough to make decisions without relying on our advice.

How do you handle stress and pressure?

I rely on banter and laughter with my team to lighten the load.

If you could change one thing about the business world or industry, what would it be and how would you change it?

I once applied for a job internally and didn’t get it. That ‘failure’ shifted my mindset—I realised the importance of betting on myself. It led me to leave a company I loved, grow professionally and eventually land my dream job. Failures are there to guide, teach and strengthen us. Looking back, I now see it was all part of a bigger plan. 1 4 5 6 2 3

I would change the habit of constant complaining in the workplace. It’s important to reflect on one’s own contribution to dissatisfaction and focus on finding purpose in work. I’d also encourage leaders to create environments of trust and collaboration to address negative corporate behaviours before they take root.

What is the most valuable lesson you have learned from a failure or setback in your career?

Conclusion

uphold brings us closer to a workplace and an industry where everyone can thrive.

Thank you for being part of this mission. Stay engaged, stay inspired, and continue to be a champion for diversity and inclusion.

Diversity and inclusion are the foundation of everything we do. Every action we take, every conversation we have, and every commitment we

We look forward to sharing more stories and achievements in the next edition. Until then, let’s keep moving forward—together.

The goal of the Alexforbes DIF, is to create a diverse and equitable environment where everyone feels valued. To achieve this, the forum has established four work streams, each focusing on a key aspect of inclusion: