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CAPE TOWN - JOHANNESBURG - NAIROBI Alternative Prosperity is a Level 2 B-BBEE contributor Alternative Prosperity Advisory Company Profile
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Alternative Prosperity Advisory Company ProfileBCompt degree B-BBEE Specialist Administration: ED, SED, CE, BBOS, Disabled Learnerships, Stakeholder Engagement (Foundations and NPOs).

Jun 13, 2020

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Page 1: Alternative Prosperity Advisory Company ProfileBCompt degree B-BBEE Specialist Administration: ED, SED, CE, BBOS, Disabled Learnerships, Stakeholder Engagement (Foundations and NPOs).

CAPE TOWN - JOHANNESBURG - NAIROBI

Alternative Prosperity is a Level 2 B-BBEE contributor

Alternative Prosperity Advisory Company Profile

Page 2: Alternative Prosperity Advisory Company ProfileBCompt degree B-BBEE Specialist Administration: ED, SED, CE, BBOS, Disabled Learnerships, Stakeholder Engagement (Foundations and NPOs).

Executive SummaryA challenge of our time is the role organisations should play in addressing

damaging Economic, Environmental, Social and Governance (EESG)

practices that are eroding prosperity and enhancing inequality.

In South Africa the issue of persistent race based inequality is an example

of such a social challenge.

We are in the business of enabling organisations to make decisions that

will build trust and create wealth for its stakeholders. We journey with

organisations to help understand their role in a changing society and

economy.

Our vision is to help shape organisations to contribute to a prosperous society.

1Company ProfileAlternative Prosperity

Page 3: Alternative Prosperity Advisory Company ProfileBCompt degree B-BBEE Specialist Administration: ED, SED, CE, BBOS, Disabled Learnerships, Stakeholder Engagement (Foundations and NPOs).

2

AP Open

The future of South Africa is dependent on how we dissolve issues of race, especially economic empowerment.

There is disconnect between how Government and Business believe this should best be done. Not understanding and articulating your companies’ position will hamper your success in South Africa. We craft and embed your transformation through our AP OPEN process.

Research

We conduct commissioned research on transformation and other ESG related topics. We have conducted extensive research on the state of transformation in SA, Black ownership and B-BBEE compliance of JSE listed companies.

We have completed commissioned research for, amongst others; The B-BBEE Commissioner, FINWEEK and the JSE.

Technical Advice, Opinions and Reports

We provide technical advice and opinions on complex B-BBEE issues. If your organisation has a specific B-BBEE issue and needs clarity on the implementation and interpretation of the Code and appropriate solutions we can assist. Based on our policy involvement and representation on the technical committee AP has in-depth knowledge and experience around the interpretation and application of B-BBEE rules and regulations.

B-BBEE Scorecard Assessmentand Gap Analysis

We assist clients to optimise compliance scores in a responsible manner. This is achieved by assisting in the clean-up and capture of all material data accurately, after which a score is calculated using the AP scorecard calculator.

We evaluate the scorecard performance in detail and identify the gaps and possible opportunities for improvement.

Alternative Prosperity considers transformation in its broader context. Several drivers are at play; social, economic, technological, legal and political amongst others.

Risk management and interconnected complexity are forcing organisations to re-think and re-imagine the possibilities associated with Transformation.

TransformationStrategy Development

Alternative Prosperity Advisory and Products (Pty) Ltd is black owned and provides services and products in the areas of Broad-Based Black Economic Empowerment, Transformation and ESG related research and advisory.

Products and Services

Ownership Transactions and Structuring

Black ownership is a substantial and complex part of B-BBEE.

We evaluate and analyse organisational structure, black ownership and net value and provide options to optimise and/or introduce black ownership that will not only enhance your scorecard but will align with corporate strategy.

Capital markets typically rely heavily on the use of financial intermediaries, and the ability to trade rapidly and largely anonymously.

These attributes do not make for an easy fit with the need to measure black economic empowerment. A substantial proportion of the shares of many issuer companies are indirectly held via financial institutions.

Mandated Investments

Alternative Prosperity provides services and products in the areas of Broad-Based Black Economic Empowerment and

Transformation related research and advisory.

Company Profile Company ProfileAlternative Prosperity Alternative Prosperity

Our Products and Services

Page 4: Alternative Prosperity Advisory Company ProfileBCompt degree B-BBEE Specialist Administration: ED, SED, CE, BBOS, Disabled Learnerships, Stakeholder Engagement (Foundations and NPOs).

Our Culture

Organisations need to make these decisions within an economic reality shaped by the complex

environmental, social and governance challenges of our day. Our services and products cut through

legislative minefields and aim to inform progressive thinking around organisational responsibility.

We enable organisations to make decisions that will create wealth for its shareholders and stakeholders.

Our vision is to help shape organisations to contribute to a prosperous society.

Our Values

People centered

Honest Accountable

Responsible Dependable

PioneeringWe acknowledge and consider the uniqueness of people (including their circumstances, potential, and the organisations they form)

We act and communicate with honesty (it builds character, prevents escalation of problems, and strengthens relationships)

We are accountable to one another (we embrace honest feedback, acknowledging our shortcomings, it pulls our values together)

We take ownership of clients, tasks and the business in general. We aim to understand our own role in society.

We do what we say. (We stick to our promises, manage expectations and respect other people’s time)

We are not scared of change or unsolved problems.

3Company ProfileAlternative Prosperity

Page 5: Alternative Prosperity Advisory Company ProfileBCompt degree B-BBEE Specialist Administration: ED, SED, CE, BBOS, Disabled Learnerships, Stakeholder Engagement (Foundations and NPOs).

Our Institutional and Policy Involvement

We are a member of the United Nations-supported

Principles for Responsible Investment (PRI) Initiative,

an international network of investors working together

to put the six Principles for Responsible Investment into practice.

We are a member of the Association of B-BBEE Professionals.

We are actively involved in sectoral and national initiatives that work towards addressing transformation and empowerment. 

For this we work with national government, labour industry bodies, academia and civil society. We work with Cosatu, Batseta, the BEE Commissioner, DNA Economics, the Financial Sector Transformation Council (FSTC), The World Wide Fund for Nature (WWF), Principles for Responsible Investment (UN-PRI)) and the Association For Savings and Investment SA (ASISA).”

4Company ProfileAlternative Prosperity

Page 6: Alternative Prosperity Advisory Company ProfileBCompt degree B-BBEE Specialist Administration: ED, SED, CE, BBOS, Disabled Learnerships, Stakeholder Engagement (Foundations and NPOs).

Our Clients

Alternative Prosperity is proud to have worked with a variety of clients straddling different sectors including the Fuel & Petroleum sector, Construction sector, FMCG sector, Financial sector, Agri sector, Transport, Tourism, Property, ITC, Marketing and Advertising sectors

6Company ProfileAlternative Prosperity

Page 7: Alternative Prosperity Advisory Company ProfileBCompt degree B-BBEE Specialist Administration: ED, SED, CE, BBOS, Disabled Learnerships, Stakeholder Engagement (Foundations and NPOs).

AP Foundation

Overview of the APROS Foundation:

• The Foundation is set-up to be a Broad-Based Black Ownership Scheme (B-BBOS)

• The Foundation is registered as a Non-Profit Company (NPC)

Objective of the APROS Foundation:

to play a leadership role in the field of black social and economic empowerment through:

• Informing diversity and empowerment policy;

• Conducting diversity and empowerment research;

• Supporting leadership development (e.g. black directors/heads) ;

• Raising awareness of the role of diversity and empowerment;

• Contributing to scarce skills development (e.g. bursaries)

Click here for more information on our website.

The Foundation is a completely separate entity and functions autonomously involving independent directors.

7Company ProfileAlternative Prosperity

Page 8: Alternative Prosperity Advisory Company ProfileBCompt degree B-BBEE Specialist Administration: ED, SED, CE, BBOS, Disabled Learnerships, Stakeholder Engagement (Foundations and NPOs).

Our People: AP Advisory and Products (Pty)Ltd

8

Responsible for ensuring effective execution of the business strategy through the client facing team;

Bespoke Transformation Strategy Development

Process Engineer / Project Manager / Community Development Specialist / B-BBEE Specialist / Transformation Manager

/ Transformation Strategist / Operations Management

Erosha GovenderB.Eng (Chemical), PDBM (UKZN), SMDP (USB)

CEO Cape Town Office

B-BBEE data analysis, verification assistance and compliance. 5+ years’ experience in B-BBEE compliance and data analysis

Accountant / B-BBEE data analyst, compliance and strategies

Clarisa OosthuizenBCompt degree

B-BBEE Specialist

Administration: ED, SED, CE, BBOS, Disabled Learnerships, Stakeholder Engagement (Foundations and NPOs). +4 years experience in

B-BBEE and Non-Profit Organisation engagement, +5 years HR/Training and Development experience

CSI Advisor / HR Officer / Secondary SDF / Training Co-ordinator

Barenice LechekoN Dip. OMT, HC: ODETDP

Socio-Economic Development and Consumer Education Specialist

Eric AckroydCA(SA), MDP B-BBEE, EEP

CEO Johannesburg Office

Financial Auditor / Marketing Manager / B-BBEE Verification Director / Transformation Specialist

Responsible for developing the Alternative Prosperity Gauteng Transformation and B-BBEE business.

Transformation & B-BBEE Strategy Development Specialist

10+ years’ experience as B-BBEE Verification Manager / Entrepreneurial Development / Agricultural Transformation /

B-BBEE Strategy Development

Johan GiliomeeB.Com (Hons), MBA. EEP

Transformation & BB-BEE Strategy Development

Accountant / B-BBEE Verification Manager / B-BBEE Specialist Advisor

Anton van GeestHons. B. Compt., Professional Accountant (SA)

Ownership Structuring, B-BBEE Technical Expert

Ownership structuring. Technical expert for Alternative Prosperity on B-BBEE.

10+ years experience in various roles in B-BBEE.

Responsible for B-BBEE technical analysis, scorecard calculations and transformation advisory. B-BBEE specialist.

B-BBEE Technical committee

Marketer / B-BBEE Analyst / Auditor / B-BBEE Verification Manager / Quality Manager /Researcher / B-BBEE Specialist /

Transformation Advisor / Strategist

Lister SaungwemeB.Com (Hons.), BPubAdmin (Hons.), B-BBEE MDP, EEP

Transformation & B-BBEE Strategy Development Specialist

Lesego MautloaPGDip Sustainable Development

Transformation Analysis and Advisory Intern

Transformation Analyst (Transformation Research; Assistance with Scorecard Analysis;

and Independent Competent Person’s Reports)

Communications Intern / Research Assistant

Advising clients, developing and implementing strategies on all B-BBEE pillars. Development and maintenance of B-BBEE scores.

B-BBEE Verification Analyst / Advisor / Technical Assessor / SANAS Technical Signatory

Malefase MadibaBA Comms, PM Program, MDP B-BBEE, EEP

B-BBEE Specialist

Company ProfileAlternative Prosperity

Page 9: Alternative Prosperity Advisory Company ProfileBCompt degree B-BBEE Specialist Administration: ED, SED, CE, BBOS, Disabled Learnerships, Stakeholder Engagement (Foundations and NPOs).

Alternative Prosperity Holdings (Pty) Ltd

Our Transformation / B-BBEE business is part of a group of companies that provide related services

We are in the business of enabling organisations to make decisions that will build trust and create wealth for its stakeholders. We do this through the services and products offered by the businesses we are invested in.

Alternative Prosperity Group Holdings Pty Ltd is a 54.9% black owned entity, consisting of 25%

held by African Rainbow Capital (24.8% black on normal flow-through basis), 17.4% held by the

Alternative Prosperity Foundation, 4.3% held by Infinitude Investments (black women’s group)

and 8.4% held by Buma Consulting.

AP Advisory Six Capitals

DNA Economics

Works with South African executives and transformation managers to address B-BBEE and

transformation in a manner that creates shared value.

Works with asset owners and asset managers offering ESG advisory services.

Works with Government, DFIs and other organisations on issues of social and economic research, social

impact and policy.

AP Kenya

Works with private and development institutions on issues of sustainable development in the

East African region.

5

Group Holdings

Investments, Research, Products

Executive

65% 26%

Alternative Prosperity Advisory

(Kenya)

FOCUS:

ESG and SustainabilityIntegrated Reporting

DNA Economics (South Africa)

FOCUS:

Economic DevelopmentResearch and Policy

CLIENTS: CLIENTS:

HEAD:

Cecilia Bjorn-Murai

HEAD:

Matthew Stern

Government, DFI and Large Companies

90%

SixCapitals(South Africa)

FOCUS:

Responsible and Impact Investment Advisory

CLIENTS:

HEAD:

Adrian Bertrand

Asset Owners and Managers

Kenyan Government, DFIand Large Companies

Alternative Prosperity Advisory

(South Africa)JHB | CPT

FOCUS:

B-BBEE and TransformationBespoke ESG

and Sustainability

CLIENTS:

HEAD:

Erosha Govender

Listed, Large and QSECompanies & Non-Profits

100%

Company ProfileAlternative Prosperity

Page 10: Alternative Prosperity Advisory Company ProfileBCompt degree B-BBEE Specialist Administration: ED, SED, CE, BBOS, Disabled Learnerships, Stakeholder Engagement (Foundations and NPOs).

Non-executive Director

Economist and policy analyst

Elias MasilelaBA Social Science, MSc Economics

Non-executive Director

9

Independent Director

Journalist / Editor / Publisher / Editor-in-Chief / Vice Chairperson /

Chairperson / Corporate & Stakeholder Relations Executive

Ainsley MoosBA, BPhil (Honours degree in Journalism), MBA

Board Member

Responsible for the overarching management of the Alternative Prosperity Group’s

finances. Ownership Analyst and Researcher. 10+ year business experience in

financial and business management.

Management Accountant / Tax Practitioner / Financial Director

Dawie MalanACMA, CGMA

Director: Finance

Expanding business within the group of companies through strategy and execution

of marketing and sales. Grow and maintain relationships with clients, industry players

and company stakeholders.

Sales Representative / Over 25 years experience in Sales and Marketing / Training /

Management / Directorship / Business Development Executive

Adolph JonkerB.Econ

Business Development

Our People: AP Holdings (Pty) Ltd

Responsible for the overarching strategy and mergers and acquisitions of Alternative

Prosperity Holdings. Specialising in B-BBEE ownership structuring and strategy

formulation.

Auditor / Valuation specialist / Management Consultant / B-BBEE verification

manager / B-BBEE specialist / Transformation Strategist

Christiaan v/d MerweCA(SA), CFA

Director: Strategy, Mergers & Acquisitions

Director responsible for business and people development. Crafting transformation

and ESG strategies. Delivery of multi-stakeholder developmental projects.

Financial Manager; Development Finance Lecturer / Researchers;

ESG and Transformation Strategist

Rudolph FourieCA (SA), MdevF

Director: Business Development

Director responsible for Africa and Stakeholder Engagement

20+ years’ experience in Pensions

Investment consultant /specialist on governance, private equity, strategy and

investments/Trustee Support /ESG issues in relation to Pension Funds

Wanjiru KirimaB.Econ

Non-executive Director

Chairman and Director responsible for research.

Black Economic Empowerment (BEE) expert with more than 20 years’ experience

in assurance, finance, risk management and corporate governance related professions.

Trevor ChandlerB-Compt Hons

Director

Company ProfileAlternative Prosperity

Page 11: Alternative Prosperity Advisory Company ProfileBCompt degree B-BBEE Specialist Administration: ED, SED, CE, BBOS, Disabled Learnerships, Stakeholder Engagement (Foundations and NPOs).

Fulfill a support function in Finance, the AP communicator

and General administration.

Debtors Admin Clerk / Accounts Clerk / Bookkeeper / Accountant

Ntandoyenkosi ZwaneBCom(Management Accounting)

Accountant

Our People: AP Holdings (Pty) Ltd

B-BBEE verification assistance and compliance. B-BBEE and ESG data analysis.

Transformation strategy development.

Verification Analyst / ESG Researcher / B-BBEE Compliance & Strategies

Melanie SmithBA Development & Environment & BA Hons Sociology

Transformation Analysis / Research

Managing general office functionality. Work with operation managers

and other personnel to help keep businesses running smoothly and

clerical / administrative duties are not limited.

Marketing / After-sales Consultant / Executive Personal Assistant /

Office Manager

Natalie SeptemberBA, Public Administration and Communication Facilitation

Office Manager

Technology Strategy and Provision; Business Support.

Weapons Electrical Engineer (SA Navy, Reutech Radar Systems) / IT Company Owner

/ Systems Engineer / Programme and Project Manager / Compliance Project Manager /

Software Development Director / B-BBEE Specialist

Peter O’Hanlon

Technology Strategy and Delivery

Company ProfileAlternative Prosperity 10

Page 12: Alternative Prosperity Advisory Company ProfileBCompt degree B-BBEE Specialist Administration: ED, SED, CE, BBOS, Disabled Learnerships, Stakeholder Engagement (Foundations and NPOs).

Enterprise and Supplier Development, Socio Economic Development, Consumer Education,

Access and Broad-based Ownership Schemes. +5 years experience in B-BBEE.

Auditor / BEE Professional

Zani MalanCA(SA)

Technical Expert: Transformation & B-BBEE

Bespoke, sustainability and shared value business strategies.

15+ years’ international business experience.

Attorney: RSA, NY / Environmental Law / Management Consultant / C-suite Executive /

Sustainability & Creating Shared Value Strategist

Ciska KrugerB.IUR, LLB, LLM, MSSM

Shared Value, Sustainability & ESG Strategies

Our People: Our Associates

Company ProfileAlternative Prosperity 911

Page 13: Alternative Prosperity Advisory Company ProfileBCompt degree B-BBEE Specialist Administration: ED, SED, CE, BBOS, Disabled Learnerships, Stakeholder Engagement (Foundations and NPOs).

unlocking our common future

T: 021 851 0091E: info@ apros.co.zaalternativeprosperity.com

NATIONAL CAPE TOWN

THE SANCTUARY, 2ND FLOORC/O BROADWAY BLVD (R44) & DE BEERS AVE, SOMERSET WEST, 7130

JOHANNESBURG

GROSVENOR CORNER, 2ND FLOOR195 JAN SMUTS AVENUEROSEBANK, 2193

NAIROBI

JADALA PLACE, 3RD FLOORNGONG LANE, OFF NGONG ROADNAIROBI, KENYA

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