CURRICULUM VITAE CORNELIS HENDRIK VAN SCHALKWYK · 1 CURRICULUM VITAE CORNELIS HENDRIK VAN...

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CURRICULUM VITAE

CORNELIS HENDRIK VAN SCHALKWYK

BIOGRAPHICAL SKETCH

GENERAL INFORMATION

Surname van Schalkwyk Title Prof

First names Cornelis Hendrik Call by name Henco

ACADEMIC QUALIFICATIONS

Degree Field of study Higher education institution Year

BCom General Rand Afrikaans University 1989

BCom Honours Investment Management Rand Afrikaans University 1991

MCom Economics

Compiling an effective exchange rate index for the South African motor industry

Rand Afrikaans University 1993

PhD Finance

Member choice in a defined contribution pension plan: decision-making factors

University of Johannesburg 2012

PGD Financial Planning University of the Free State 2015

PROGRAMMES/COURSES COMPLETED

Title Institution Year

Programme for Academic Leadership (PAL) Gordon Institute of Business Science (GIBS) 2014

PROFESSIONAL DESIGNATIONS

Designation Institution Year

Chartered Financial Analyst® (CFA®)

CFA Institute

Charlottesville, Virginia, USA

CFA Institute ID: 772637

2000

CERTIFIED FINANCIAL PLANNER® (CFP®) Financial Planning Institute of Southern Africa (FPI)

Fairlands, JHB, Gauteng, South Africa

FPI membership number: 106904

2016

PROFESSIONAL EXAMINATIONS

Institution Examination Year

CFA Institute CFA Level I

CFA Level II

CFA Level III

1998

1999

2000

Financial Planning Institute of Southern Africa (FPI) CFP® Competency Professional Examination 2016

MEMBERSHIP IN NATIONAL AND INTERNATIONAL BODIES

Member of CFA Institute

Member of CFA South Africa

Member of the Financial Planning Institute of Southern Africa

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WORK EXPERIENCE

Name of employer Capacity and/or type of work Period – From/To

University of Pretoria Associate Professor

Department of Financial Management

Aug 2018 to date

University of Pretoria Associate Professor

Head of Department

Department of Financial Management

Sep 2010 – Aug 2018

University of Johannesburg Associate Professor

Deputy Head of Department

Department of Finance and Investment Management

Aug 2008 – Aug 2010

Associate Professor

Head of Department

Department of Finance and Investment Management

Jan 2005 – Jul 2008

Rand Afrikaans University Associate Professor

Subject Head: Financial Management and Investment Management

Department of Accounting

Jul 2004 – Dec 2004

Associate Professor

Subject Head: Investment Management

Department of Accounting

Aug 2003 – Jun 2004

Associate Professor

Head: Investment Management

Department of Business Management

Nov 2001 – Jul 2003

Senior Lecturer



Jul 1998 – Oct 2001

Lecturer



Jul 1996 – Jun 1998

Lecturer


Sep 1994 – Jun 1996

Technikon Witwatersrand Lecturer

Department of Human Technology

Jan 1994 – Aug 1994

Junior Lecturer

Department of Human Technology

Jan 1993 – Dec 1993

Nedbank International Treasury Trainee Foreign Exchange Dealer

Corporate Broking Desk

Feb 1990 – Apr 1990

Trainee Foreign Exchange Dealer

Branches Desk

January 1990

TEACHING ACTIVITIES

COURSES PRESENTED – POSTGRADUATE

Course Level Self-developed

Quantitative Investment Analysis UP Honours Yes

Portfolio Management UP Honours No

Portfolio Management UJ Honours Yes

Quantitative Investment Management UJ Honours Partially

Equity Investment UJ Honours Yes

Financial Economics RAU Honours Yes

Contemporary Investment Issues RAU Honours Yes

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COURSES PRESENTED – UNDERGRADUATE


Investment Management 3A (Interest Rates, Money Market, Bonds, Forex, Property) UJ Third year Partially

Investment Management 3B (Portfolio Management) UJ Third year Yes

Financial Management 3A RAU Third year Partially

Business Management 3A (Investment Management) RAU Third year Yes

Business Management 3A (Logistics Management) RAU Third year Yes

Financial Management 2A RAU Second year Partially

Investment Management 1A (Markets, Instruments, Investment Theory, Valuation) RAU Second year Partially

Investment Management 1B (Technical Analysis) RAU Second year Yes

Investment Management 1D (Time Value of Money) RAU Second year Partially

Business Management 2B (Entrepreneurship and Small Business Management) RAU Second year No

Business Management 1B (Financial Management) RAU First year No

COURSES PRESENTED – NATIONAL DIPLOMA / HIGHER DIPLOMA


Management Economics Fourth year Partially

Economics First year No

Business Management First year No

COURSES PRESENTED – CERTIFICATE / DIPLOMA (EXTRA-CURRICULAR)


The Equity Market Certificate (NQF5) No

Global Markets and Instruments Diploma (NQF5) Yes

Portfolio Management Diploma (NQF5) Yes

Portfolio Simulation Diploma (NQF5) Yes

Macro Economics Diploma (NQF5) Yes

OTHER EDUCATION AND PEDAGOGIC COURSES PRESENTED

Course Year Institution

Fundamentals of Business Economics (CIMA Certificate in Business Accounting)

2009 CitiBank


2007 Industrial Development Corporation


2007 Nedbank

Economics for Business (CIMA Certificate in Business Accounting) 2006 Nedbank

CFA Level I preparation course 2001 Deutsche Bank/African Harvest

Lim’Uvune programme

Diploma in Investment Management 1999-2000 Sanlam Employeee Benefits

Basic Private Banking Programme 1997-1999 Nedbank Private Bank

Advanced Private Banking Programme 1999-2000 Nedbank Private Bank

Diploma in Investment Management 1997-1998 Escom

Finance for Non-financial Managers 1996-2003 Transnet, Spoornet, SAB Miller

Business Management 1994-2003 Denel, Samancor, Venda Training Trust

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ESTABLISHMENT OF NEW ACADEMIC PROGRAMMES

Programme & Involvement Date

Initiated and contributed to the reconfiguration of the BCom (Investment Management) and BComHons (Investment Management) degrees at the University of Pretoria.

2018

Initiated and contributed to the reconfiguration of the BComHons (Financial Management Sciences) and BComHons (Investment Management) degrees at the University of Pretoria.

2012

Reconfigured BCom (Financial Management Sciences), BCom (Internal Auditing) and BCom Option: Taxation degrees into BCom (Finance) degree at the University of Pretoria.

2011

Part of a two-man team to completely reconfigure the MCom (Financial Management) coursework degree into the MCom (Finance) coursework degree in the Department of Finance and Investment Management at the University of Johannesburg.

2005-2006

Initiator and team leader for the reconfiguration of the BCom (Financial Management) and BCom (Investment Mangement) degrees into the BCom (Finance) degree in the Department of Accounting at the Rand Afrikaans University.

2004

Responsible for the inclusion of Financial Planning as a major subject in the BCom (Finance) degree. 2004

Initiated the BCom Honours (Financial Planning) degree in the Department of Finance and Investment Management at the University of Johannesburg.

2004

Sole developer of the Diploma in Investment Analysis and Portfolio Management as an extracurricular programme in the Department of Accounting at the Rand Afrikaans University.

2004

Developer of the Certificate in Financial Markets as an extracurricular programme in the Department of Accounting at the Rand Afrikaans University in conjunction with the South African Institute of Financial Markets (SAIFM).

2004

Solely responsible for the development and reinstitution of the BCom (Investment Management) degree in the Department of Business Management at the Rand Afrikaans University.

2000

Made various changes to the curriculum of the BCom Honours (Investment Management) degree in the respective Departments of the Rand Afrikaans University and the University of Johannesburg over a period of time.

1999-2004

Co-developer of the Basic Private Banking programme for Nedbank Private Bank as an extracurricular programme in the Department of Business Management at the Rand Afrikaans University.

1997

Co-developer of the Advanced Private Banking programme for Nedbank Private Bank as an extracurricular programme in the Department of Business Management at the Rand Afrikaans University.

1999

Developer of the Diploma in Investment Management as extracurricular programme in the Department of Business Management at the Rand Afrikaans University.

1997

Developer of the Certificate in Investment Management as extracurricular programme in the Department of Business Management at the Rand Afrikaans University.

1997

OTHER TEACHING CONTRIBUTIONS

PARTICIPATION IN NATIONAL AND INTERNATIONAL TEACHING ASSOCIATIONS, BODIES, COMMITTEES

Member of the Academic Board of the Institute of Bahavioral Finance (IBF) (2008 – Present)

Member of the Council on Higher Education (CHE) BCom Standards Working Group (2016 – Present)

Member of the Insurance and Investment Standards Generating Body (SGB) (2004 – 2006)

TEACHING SUPPORT

Conducted the University of Johannesburg accreditation application to the Chartered Institute of Management Accountants (CIMA) (2005) – commended by the CIMA accreditation representative on the excellence of the documentation submitted for accreditation.

TEACHING INNOVATION

Teaching innovations implemented to enhance the employability and value-add of students

Introduced topic-based lecturing in the Honours module Portfolio Management incorporating academic articles for each topic and Excel-based solutions in the module and examinations for portfolio performance evaluation and attribution (2009).

Introduced an Excel component as part of the syllabus of the Honours module in Quantitative Investment Analysis as well as the examination where students had to build optimized investment portfolios (2008).

Initiated a project for students taking Investment Management 3B where they had to compile and manage an electronic simulated portfolio over a period of three months and reflect on their decisions made over the period as well as conduct a performance analysis on their portfolios (2003).

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COLLABORATION WITH OTHERS

PROFESSIONAL BODIES

Worked closely with two of the Chief Executive Officers of the Financial Planning Institute of Southern Africa (FPI), Mr Sakkie van der Merwe and Mr John Arnesen as well as the Director of the Centre for Financial Planning Law at the University of the Free State, Adv Wessel Oosthuizen in developing the Financial Planning qualifications for the Department of Accounting at RAU/Department of Finance and Investment Management at UJ.

Built good relationship with the Chartered Institute of Management Accountants (CIMA) during the re-accreditation process of the qualifications of the University of Johannesburg and their South African office with the involvement of the Department of Finance and Investment Management in the learnerships offered at Nedbank, the Industrial Development Corporation (IDC), and CitiBank.

OVERSEAS UNIVERSITIES

Visited the University of Tilburg in the Netherlands during April 2007 and had discussions with Prof Bas J.M. Werker (Head of Department of Finance); Prof Frank de Jong (program director of the MSc Finance); and Prof Steven Ongena (Research Coordinator Finance) regarding an agreement for University of Johannesburg students to complete an MSc Finance programme at Tilburg University.

Two students of the Department of Finance and Investment Management at the University of Johannesburg, Philip Mitchley and Jordy Hopkins, started their MSc Finance degrees at the University of Tilburg in August 2007, and both completed their degrees in 2008.

POSTGRADUATE SUPERVISION

SUPERVISION – COMPLETED

Doctoral

Student/Date/Institution Degree/Title Supervisor(s)

LAVAGNA-SLATER, SS (2017)

University of Pretoria

PhD (Business Management)

Investigating peer-to-peer lending as a solution to unsecured lending in an imbalanced credit market

Prof M Pretorius

Prof CH van Schalkwyk

DITTBERNER, AG (2016)


PhD (Financial Management Sciences)

Fundamental momentum: a new approach to investment analysis


Prof LM Brummer

LOUW, E (2016)



Optimal retirement savings: a South African perspective


Dr M Reyers

REYERS, M (2013)



The rationality of retirement preservation decisions: towards a scientific model


Prof DG Gouws

GAMA, M (2010)

University of Johannesburg

PhD (Finance)

The efficiency of capital investment decisions pertaining to information technology: A multi-institutional approach

Prof G Els


Masters full dissertation


MABALANE, MD (2016)


MCom (Financial Management Sciences)

Cultural and demographic differences in financial risk tolerance


Dr M Reyers

JANSEN VAN VUUREN, L (2016)



Assessing the impact of regulatory changes on the role of risk management in insurance companies

Dr M Reyers


OBERHOLZER, N (2011)


MCom (Investment Management)

Volatility spill-over between the Rand foreign exchange market and the JSE/FTSE Top 40 index


BODILL, A (2011)



Determining the multi-manager strategy value-add in a South African context


NKOUTCHOU NKWENGOUA, H-N (2011)


MCom (Financial Management)

Saving for retirement: attitude and behaviour of young South African adults

Prof RJ Eiselen


VILJOEN, T (2008)



Constructing an index for hedging short-term interest rate risk


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VAN DER MERWE, PJV (2006)



The feasibility of a market for credit derivatives in South Africa


THOMPSON, C (2005)



Weather risk management: a South African market perspective


HATTINGH, JJ (2004)

Rand Afrikaans University


Portfolio management: The use of alternative investments for the purpose of diversification

Me E Pretorius


KOK, GS (2000)


MCom (Business Management)

A methodology for developing strategic models for management decision-making


Masters minor/mini dissertation/research article


STEENEKAMP, L (2020) University of Pretoria

MCom (Financial Management Sciences) Mini-dissertation

Associations between financial risk tolerance and demographic and behavioural factors


Ms J Visagie

JUNE, M (2019)



Financial risk tolerance and SA demographics


MAPANZURE, NL (2019)



Behavioural and socio-demographic factors as predictors of retirement confidence


MUPONA, TS (2018)



Behavioural and socio-demographic predictors of emergency savings amongst South African low income earners


VAN DER SPUY, D (2018)



Determining the association between individual financial risk tolerance and investment decisions


Ms J Visagie

KRUGER, R (2018)



Risk tolerance and demographic characteristics: preliminary South African pilot evidence


ALCOCK, A (2017)



Personal financial management behaviour of students at the University of Pretoria


NDLOVU, T (2017)



An evaluation of the firm characteristics influencing access to external debt financing for SMEs in Southern Africa


VISAGIE, J (2016)



Adequacy of financial resources for retirement


SADIKI, F (2015)



Behavioural factors as a tool to understanding lack of savings portfolios in the South African context


NOORANI, HJ (2015)



Adequacy of retirement savings


BLOM, F (2014)



Sources of financial advice for retirement decision-making


Dr M Reyers

DE WET, JJ (2013)



The relationship between emotional intelligence and financial risk tolerance


ZWANE, NN (2013)



Preparing for retirement: a case for existing modes for retirement saving in Swaziland


CHAWANA, M (2011)


MCom (Financial Management) Minor Dissertation

The effect of systematic risk factors on stock returns in a developing country: the case of South Africa

Prof RJ Eiselen


MEYER, C (2010)



Real options: utilisation in a South African financial services organisation

Prof RJ Eiselen


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JANSE VAN RENSBURG, N (2010)



Utilisation of real options to value projects within the gold mining industry

Prof RJ Eiselen


VAN GAALEN, R (2010)



Factors affecting the perceived value of South African rugby players

Mr KC Thomas


HAWTON, R (2008)


MCom (Financial Management) Research Article

A comparison of value measures of South African banking institutions


THOMAS, KC (2008)



A biographical study of the financial directors of the top 40 JSE listed companies


McKENZIE, M (2007)



Impact of credit on living standard at retirement


STANDISH-WHITE, J (2007)



The utilisation of stokvels by mine workers in the Witbank coal fileds


JOHNSTON, M (2006)



The short-term impact of a brand survey on share price


CHIPETA, C (2005)



The equity analysis scorecard: a balanced scorecard approach to equity research analysis


NKHABU, MD (2005)



Does purchasing power parity hold in the real world?


MONENE, IM (2005)



Corporate guide to credit derivatives


TUCKER, E (2005)


MCom (Business Management) Minor Dissertation

The impact of securitisation regulation changes on the South African capital markets


VAN DEN BERG, TAP (2003)



The short-term impact of event risk on the share value of gold mining companies listed on the JSE Securities Exchange


VAN HEERDEN, RE (2003)



The performance of different asset classes during the stages of the investment cycle


VENTER, FJ (2002)



Using derivatives to manage price risk in a deregulated electricity industry


HOWELL, N (2001)



The qualitative assessment of an asset management company by a wrap fund manager


PETERSON, JM (2001)



Optimizing retirement funds: an institutional perspective


STEENKAMP-MEINTJIES, J (2001)



The purpose and transparency of the repurchase agreement in the South African financial system


ZITLAU, F (2001)



Option pricing and risk management


DU PLESSIS, H (2000)



Economic value added as a measure of corporate excellence


DU TOIT, CF (2000)



An empirical analysis of perceived risks in derivatives trading


GRIESSEL, W (2000)



An analysis of the economic climate for foreign investment opportunities in Uganda post 1986


SCHOEMAN, GP (2000)



An ALCO perspective on treasury risks


ELS, JP (1999)



The assessment of bank-risk in emerging markets


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VAN NIEKERK, G (1999)



Productivity and quality improvement through the use of an integrated management system


DE JONGH, M (1998)



Die invloed van die heropbou- en ontwikkelingsprogram op die strategiese bestuur van Suid-Afrikaanse ondernemings en die invloed daarvan op die Suid-Afrikaanse ekonomie


DU PREEZ, J (1998)



A comparison between traditional development methodology and radical application development methodology


VAN AS, B (1998)



The internet as a strategic business management tool


VAN DEN BERG, EG (1998)



Securitisation and asset- backed securities in South Africa


VAN DER WALT, CJ (1998)



‘n Strategiese veiligheidsbestuursmodel vir Bayer se oesbeskermingsdivisie


VOORDEWIND, H (1998)



Excellence and client focus through personnel restructuring of a South African gold plant


BRIEL, AZA (1997)



‘n Operasionele bestuursmodel vir die nie-geprogrammeerde opknapping van goedere treintrokke


HARMSE, GJ (1997)



‘n Integrale geletterdheidsontwikkelings-program vir hulpvlak-personeel in Telkom


NIEHAUS, JH (1997)



The optimal re-engineering of business processes in Spoornet’s infrastructure department


WORST, B (1997)



The extent, issues and trends of enterprise resource planning system usage in South Africa


BOTHA, CL (1996)



‘n Kritiese evaluering van ondernemingsgrootte in ‘n ontwikkelende ekonomie


GOOSEN, E (1996)



Saamgestelde portefeuljes: ‘n kritiese risikometings- en evalueringsmodel


VENTER, HJ (1996)



Logistical support: an evaluational study at Alusaf hillside


FALK, AE (1995)



Herstel van lokomotiewe binne die MADM-besluitnemingsmodel


RONG, RP (1995)



Utilisation of decision support systems in financial institutions


VAN SCHOOR, T (1995)



The impact of the internet on the competitive strategy of an organization


Honours research reports

Year Number of honours reports supervised Supervisor(s)

2013 Nine (9) Prof CH van Schalkwyk

2014 Four (4) Prof CH van Schalkwyk

2017 Three (3) Prof CH van Schalkwyk

2019 Three (3) Prof CH van Schalkwyk

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SUPERVISION – CURRENT

Doctoral

Student Degree/year of registration Title or field of study Supervisor(s)

VENTER, M PhD (Financial Management Sciences) 2015

Default options in defined contribution retirement funds


Prof LM Brummer

KOK, G PhD (Financial Management Sciences) 2016

Board characteristics and the relative performance of companies


Dr E du Toit

Masters full dissertation

LAKHANI, S MCom (Financial Management Sciences) 2019

Dividend yield investment strategies for income investors


Ms J Visagie

Masters mini dissertation

HLAPANI, VR MCom (Financial Management Sciences) 2019

The interplay between financial knowledge and risk-taking behaviour: relationship with demographic factors


Ms J Visagie

SOLDATI, K MCom (Financial Management Sciences) 2019

Trust and financial advice Ms J Visagie


RESEARCH OUTPUTS

PUBLICATIONS IN PEER REVIEWED JOURNALS

MABALANE, M.D., VAN SCHALKWYK, C.H. & REYERS, M. 2019. Nationality differences in financial risk tolerance of financial planning clients. Management Dynamics, 28(2).

LOUW, E., VAN SCHALKWYK, C.H. & REYERS, M. 2017. Life cycle versus balanced funds: An emerging market perspective. South African Journal of Economic and Management Sciences, 20(1), 1-11.

JANSEN VAN VUUREN, L., REYERS, M., & VAN SCHALKWYK, C.H. 2017. Assessing the impact of Solvency Assessment and Management on risk management in South African insurance companies. Southern African Business Review, 21(1), 129-149.

REYERS, M., VAN SCHALKWYK, C.H. & GOUWS, D.G. 2015. Rational and behavioural predictors of pre-retirement cash-outs. Journal of Economic Psychology, 47(C), 23-33.

REYERS, M., VAN SCHALKWYK, C.H. & GOUWS, D.G. 2014. The rationality of retirement preservation decisions: a conceptual model. Journal of Economics and Behavioral Studies, 6(5), 418-431.

VAN DEN BERG, E.G. & VAN SCHALKWYK, C.H. 1998. Spotlight on the South African environment of securitisation and asset-backed securities. The Investment Analysts Journal, number 47.

UNPUBLISHED WORKING PAPERS

VAN SCHALKWYK, C.H.; EISELEN, R. Financial risk tolerance in the South African context: applicability of the Grable and Lytton 13-item financial risk tolerance scale.

VAN SCHALKWYK, C.H.; VAN ZYL, G. & ELS, G. Member investment choice in a retirement fund: the association with financial risk tolerance and behavioural factors.

DITTBERNER, A.G., VAN SCHALKWYK, C.H. & BRUMMER, L.M. The profitability of a fundamental momentum strategy on the JSE.

VISAGIE, J. & VAN SCHALKWYK, C.H. The association between demographics and the source of financial advice or information on perceived adequacy of financial resources for retirement.

POPULAR ARTICLES

VAN DEN BERG, E.G. & VAN SCHALKWYK, C.H. (1998). Why swap old cash for new? Financial Mail, 9 January.

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OTHER SCHOLARLY RESEARCH-BASED CONTRIBUTIONS

CONFERENCE PAPERS (PRESENTER IN BOLD)

NATIONAL

VISAGIE, J., VAN SCHALKWYK, C.H. (2019). The association between sources of financial advice and retirement confidence among pre-retirees in South Africa. Port Elizabeth: Thirty-first Annual Conference of the Southern Africa Institute for Management Scientists, 8-11 September.

VAN SCHALKWYK, C.H.; VISAGIE, J. (2019). The association of South African money attitudes with financial knowledge and financial risk tolerance. Port Elizabeth: Thirty-first Annual Conference of the Southern Africa Institute for Management Scientists, 8-11 September.

VAN SCHALKWYK, C.H. (2018). The financial risk capacity of South Africans. Stellenbosch: Thirtieth Annual Conference of the Southern Africa Institute for Management Scientists, 16-19 September.

VENTER, M., REYERS, M., VAN SCHALKWYK, C.H. (2017). Assessing default options ‐ conceptual framework. Cape Town, South Africa: Annual Southern African Finance Association (SAFA) conference, 18 – 21 January.

VAN SCHALKWYK, C.H.; VAN ZYL, G. & ELS, G. (2013). Member investment choice in a retirement fund: the influence of financial risk tolerance and behavioural factors. Cape Town, South Africa: 23rd annual Southern African Finance Association (SAFA) conference, 24 – 25 January.

Awarded the Alexander Forbes prize for best research presented relating to investment management or behavioural research on retirement fund members’ decision-making

REYERS, M., GOUWS, D.G. & VAN SCHALKWYK, C.H. (2013). The rationality of retirement preservation decisions: a conceptual model. Cape Town, South Africa: 23rd annual Southern African Finance Association (SAFA) conference, 24 – 25 January.

VAN SCHALKWYK, C.H.; VAN ZYL, G. & ELS, G. (2010). Assessing financial risk tolerance. Birchwood Conference Centre, South Africa: Value 2010 Conference (Recognising Value in Africa – Discern and Discover), 30 August – 1 September.

GAMA, M.E.; ELS, G. & VAN SCHALKWYK, C.H. (2010). The extent to which risk management tools are utilised within South African government departments: focus on IT investments. Birchwood Conference Centre, South Africa: Value 2010 Conference (Recognising Value in Africa – Discern and Discover), 30 August – 1 September.

VAN SCHALKWYK, C.H. (2006). What is your conscience costing you? – relative performance of SRI funds. Cape Town, South Africa: Sixth Annual Conference of BEN-Africa (The Business Ethics Network of Africa), 27 – 29 July.

VAN SCHALKWYK, C.H. (2006). Determining financial risk tolerance: a literature study. Sun City, South Africa: Value 2006 Conference (Adding Value in the Financial Word: A 2020 Perspective), 16 – 18 October.

COOMBES, M. & VAN SCHALKWYK, C.H. (2006). Tracking the FTSE/JSE TOP 40 index: ETFs versus index funds. Sun City, South Africa: Value 2006 Conference (Adding Value in the Financial Word: A 2020 Perspective), 16 – 18 October.

DE WET, A. & VAN SCHALKWYK, C.H. (2006). Doing good … pays? Sun City, South Africa: Value 2006 Conference (Adding Value in the Financial Word: A 2020 Perspective), 16 – 18 October.

VAN SCHALKWYK, C.H. (2005). Promoting BEE by creating wealth through property ownership. Bloemfontein: Seventeenth Annual Conference of the Southern Africa Institute for Management Scientists, September.

VAN SCHALKWYK, C.H. & HATTINGH, J.J. (2005). Efficient Asset Allocation For Individual Investors: Is South Africa Different? Durban: Annual Conference of the Economic Society of South Africa, 5 September.

HATTINGH, J.J. & VAN SCHALKWYK, C.H. (2004). Factors influencing South African real estate investments in building wealth to enhance quality of life. Cape Town: Sixteenth Annual Conference of the Southern Africa Institute for Management Scientists.

VAN SCHALKWYK, C.H. & KLOPPER, H.B. (2002). Do Top Brands make Top Investments? Stellenbosch: 4th Annual African Investment Conference of the Africa Centre for Investment Analysis (ACIA), 24-25 October.

KLOPPER, H.B. & VAN SCHALKWYK, C.H. (2002). Customer orientation: convergence between marketers and investors. Johannesburg: Annual Institute of Marketing Management Educators Conference, 26-27 September.

VAN SCHALKWYK, C.H. & KLOPPER, H.B. (2001). Behavioural decision-making as risk factor when compiling investment policies for individuals. Stellenbosch: Thirteenth Annual Conference of the Southern Africa Institute for Management Scientists, 12-14 September.

VAN SCHALKWYK, C.H. (2001). Creating wealth in a developing economy by incorporating psychology in portfolio construction. Muldersdrift: International Jubilee Conference of The Economic Society of South Africa, 12-14 September.

OOSTHUIZEN, T.F.J. & VAN SCHALKWYK, C.H. (2001). Prerequisites for a successful management process. Stellenbosch: Proceedings of the Thirteenth Annual Conference of the Southern Africa Institute for Management Scientists, September. [Work-in-progress]

PETERSEN, J.M. & VAN SCHALKWYK, C.H. (2001). Optimising retirement funds: Criteria for asset allocation and selection of investment managers. Stellenbosch: Thirteenth Annual Conference of the Southern Africa Institute for Management Scientists, 9-11 September.

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STEENKAMP-MEINTJIES, J. & VAN SCHALKWYK, C.H. (2001). The purpose and transparency of the repurchase agreement in a developing country. Muldersdrift: International Jubilee Conference of The Economic Society of South Africa, 12-14 September.

CLOETE, M.; VAN SCHALKWYK, C.H. & FERNANDES, J.B.R. (2001). Media sector convergence: Creating investment opportunities. Stellenbosch: Thirteenth Annual Conference of the Southern Africa Institute for Management Scientists, September. [Poster presentation]

KOK G.S. & VAN SCHALKWYK C.H. (2000). Strategic modelling – test for quality. Midrand: Twelfth Annual Conference of the Southern Africa Institute for Management Scientists, 31 October – 3 November.

VAN DEN BERG E.G. & VAN SCHALKWYK C.H. (2000). Is South African shaping up to securitisation? – measuring developments. Midrand: Twelfth Annual Conference of the Southern Africa Institute for Management Scientists, 31 October – 3 November.

INTERNATIONAL

REYERS, M., VAN SCHALKWYK, C.H. & GOUWS, D.G. (2014). Rational and behavioural predictors of pre-retirement cash-outs: a South African perspective (Poster). Boulder Summer Conference on Consumer Financial Decision Making.

VAN SCHALKWYK, C.H. & ELS, G. (2006). Unpacking Indigenous Financial Knowledge – Research Opportunities in Southern Africa. Portoroz, Slovenia: Seventh Annual Management International Conference, 23 – 25 November.

ELS, G. & VAN SCHALKWYK, C.H. (2006). The Evolution of Indigenous Knowledge – Indigenous Financial Knowledge? Portoroz, Slovenia: Seventh Annual Management International Conference, 23 – 25 November.

INVITED PRESENTATIONS

VAN SCHALKWYK, C.H. (2013). Member investment choice in a retirement fund: the influence of financial risk tolerance and behavioural factors. Stellenbosch: Department of Economics Seminar, May.

VAN SCHALKWYK, C.H. (2000). The use of fundamental analysis in investment decision-making. Midrand: Progressive Systems Fundamental analysis seminar, February.

VAN SCHALKWYK, C.H. (2000). Getting the most accurate data from risk profiling by specifying the criteria that you should use to understand and meet your investor’s needs. Midrand: The Second Annual Unit Trusts Symposium, November.

ASSESSMENT OF POSTGRADUATE STUDIES

Doctoral

Student/Institution Degree/Title

SEMNARAYAN, P (2020)

Gordon Institute of Business Science

PhD

Negative investment returns in a developing market context

HABBERTON, CV (2019)

University of Stellenbosch

PhD (Business Management and Administration)

Developing an optimisation model for the cost of working capital for SMEs

STROUCKEN, JGM (2017)


PhD (Finance)

Connecting capital: the factors influencing the decision-making process of institutional investors towards responsible investing

LOTTER, R (2015)


PhD (Business Management and Administration)

The impact of equity analyst recommendations on market attention, price-consensus and the behaviour of other analysts

Masters

BURGER, IH (2017)



The portfolio construction implications of using various smart beta fundamentals and the fundamental-classification persistence of stocks

COETZEE, R (2016)



Active management and the cost of active management of South African general equity unit trusts

MARX, C (2016)



The relative efficacy of momentum strategies in the South African equity market

ASHWIN, VA (2015)



The relationship between corporate governance and financial performance of companies listed on the JSE Ltd.

DE WET, SR (2014)



Measuring the effect of the National Credit Act on indebtedness in South Africa

JOHNSON, DS (2013)



Strategic decisions and behaviours of South African do-it-yourself listed share investors

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METHERELL, C (2011)

University of Kwazulu-Natal

MCom (Finance)

The impact of demographic factors on subjective financial risk tolerance: A South African Study

RESEARCH FUNDING

Origin of research funds Title of research project Duration Money allocated

UP Research Development Programme Grant (2015 – 2017)

Financial risk profiling and consumer financial decision making

3 years ZAR 150 000

MANAGEMENT AND ADMINISTRATIVE DUTIES

INVOLVEMENT IN DEPARTMENTAL ACTIVITIES

Programme Coordinator for the BComHons (Investment Management) degree in the Department of Financial Management at the University of Pretoria (2018 – 2019)

Programme Director for the BCom (Investment Management) degree in the Department of Financial Management at the University of Pretoria (2018 – present)

Head of the Department of Financial Management at the University of Pretoria (2010 – Aug 2018)

Member of the Postgraduate, Research and Ethics Committee in the Department of Financial Management at the University of Pretoria

Deputy Head of the Department of Finance and Investment Management at the University of Johannesburg (2008 – 2010)

Head of the Department of Finance and Investment Management at the University of Johannesburg (2005 – 2007)

Programme Director for the BCom (Finance) degree in the Department of Finance and Investment Management at the University of Johannesburg (2008 – 2010)

Manage the registration process for the Department of Finance and Investment Management at the University of Johannesburg (2005 – 2010)

Member of the Management Committee of the Department of Finance and Investment Management at the University of Johannesburg (2005 – 2010)

Chair of the Programme Managers Committee of the Department of Finance and Investment Management at the University of Johannesburg (2007 – 2010)

Member of the Higher Degrees Committee of the Department of Finance and Investment Management at the University of Johannesburg (2008 – 2010)

Member of the Academic Council of the Department of Accounting at the Rand Afrikaans University (2003 – 2004)

Member of the Work Distribution Committee of the Department of Business Management at the Rand Afrikaans University (2000 – 2003)

Member of the Work Distribution Standards Committee of the Department of Business Management at the Rand Afrikaans University (2000 – 2003)

Member of the Research Committee of the Department of Business Management at the Rand Afrikaans University (2002 – 2003)

Member of the Code of Conduct Committee of the Department of Business Management at the Rand Afrikaans University (2003)

INVOLVEMENT IN FACULTY ACTIVITIES

Member of the Faculty Board of the Faculty of Economic and Management Sciences at the University of Pretoria (2010 – present)

Member of the Dean’s Committee of the Faculty of Economic and Management Sciences at the University of Pretoria (2010 – 2018)

Member of the Teaching and Learning Committee of the Faculty of Economic and Management Sciences at the University of Pretoria (2011 – 2015; 2018 – present)

Member of the Faculty Board of the Faculty of Economic and Financial Sciences at the University of Johannesburg (2005 – 2010)

Member of the Programme Working Group of the Faculty of Economic and Financial Sciences at the University of Johannesburg (2008 – 2010)

Member of the Higher Degrees Committee of the Faculty of Economic and Financial Sciences at the University of Johannesburg (2005 – 2008)

Member of the Management Committee of the Faculty of Economic and Financial Sciences at the University of Johannesburg (2005 – 2007)

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Member of the Research Committee of the Faculty of Economic and Financial Sciences at the University of Johannesburg (2005 – 2007)

Member of the Quality Committee of the Faculty of Economic and Financial Sciences at the University of Johannesburg (2005 – 2007)

INVOLVEMENT IN UNIVERSITY ACTIVITIES

Member of the Investment Committee of the Council of the University of Pretoria (2011 – present)

Member of the Management Committee of the Investment Committee of the University of Pretoria (2011 – present)

Member trustee of the University of Pretoria Pension fund and Provident fund (2014 – present)

Member of the Management Committee of the University of Pretoria Pension fund and Provident fund (2017 – present)

Member of the Investment Committee of the University of Pretoria Pension fund and Provident fund (2015 – present)

Member of the Senate of the University of Pretoria (2010 – present)

Member of the expert panel for the external evaluation of the Mathematical Sciences Cluster at the University of Pretoria (Departments of Insurance and Actuarial Science, Mathematics and Applied Mathematics and Statistics) (12-14 October 2015)

Alternate member trustee of the University of Pretoria Pension fund and Provident fund (2012 – 2013)

Member of the external evaluation panel for the Department of Agricultural Economics at the University of Pretoria (28-30 October 2013)

Member of the Investment Committee of the University of Johannesburg (2005 – 2010)

Member of the University of Johannesburg Pension Fund Investment Committee (2005 – 2010)

Employer trustee on the University of Johannesburg Provident Fund Board of Trustees (2007 – 2010)

Chairman of the University of Johannesburg Provident Fund Investment Committee (2008 – 2010)

Faculty representative on the Research Output Quality Committee of the University of Johannesburg (2009 – 2010)

Member trustee on the University of Johannesburg Pension Fund Board of Trustees (2010)

Member of the Senate of the University of Johannesburg (2005 – 2007)

Member of Residence Placement Committee at the Rand Afrikaans Universtiy as part of merger negotiations with the Technikon Witwatersrand (2004)

Member of the Rand Afrikaans University Pension Fund Investment Committee (2001 – 2004)

INVOLVEMENT IN STUDENT ACTIVITIES

House parent of Kruinsig Ladies Residence at the Rand Afrikaans University/University of Johannesburg (August 2002 – August 2007)

COMMUNITY SERVICE OR PROFESSIONAL INVOLVEMENT

COMMUNITY INVOLVEMENT

Member of the governing body for Unika Pre-Primary School situated in Robindale, Randburg (2009)

Member of management committee for the Primary School of Orban School, a parallel medium private school situated in Westdene, Johannesburg (2008)

Talk to learners regarding career opportunities in Investment Management at the St. Francis of Assissi church’s career day in Soweto

PROFESSIONAL SERVICE PERFORMED

Member of the Investment Competency Committee of the Financial Planning Institute of Southern Africa (2017 – present)

Trustee of the “Sterftefonds van die Afrikaanse Taal- en Kultuurvereniging ATKV)” (2014 – present)

Member of The Advisor’s Risk Profiling Workgroup (2014)

Member of the “Sterftefondsbeleggingskomitee van die Afrikaanse Taal- en Kultuurvereniging ATKV)” (2008 – 2013)

Active volunteer for CFA Institute supporting the CFA program (2010 – present)

Member of the “Finansieskomitee van die Afrikaanse Taal- en Kultuurvereniging (ATKV)” (2007 – 2009)

Adjudicator for the Citadel “Words on Money” journalism competition (2000 – 2001)

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INVOLVEMENT WITH OTHER UNIVERSITIES

Member of the review panel for the evaluation of the Department of Finance and Tax at the University of Cape Town (5-7 September 2017)

External Moderator for Honours Research reports of Stellenbosch University – Department of Business Management (Financial Management, Financial Analysis and Financial Planning) (2016-)

External Examiner for Financial Management (MCBB05/BMB9X05) Masters module at the University of Johannesburg (2013-)

External Examiner for Financial Risk Management 711 (FRB711) Honours module at the University of Pretoria (2005-8, 2010)

External Examiner for Investment Management 780 (BLB780) Honours module at the University of Pretoria (2009, 2010)

External Examiner for Investment Management 701 (BLB701) Honours module at the University of Pretoria (2010)

External Examiner for Financial Risk Management 721 (FRB721) Honours module at the University of Pretoria (2005)

External Examiner for Investment Management 362 (BLB362) third year module at the University of Pretoria (2001)

External Examiner for Master’s and PhD studies: University of Johannesburg, University of Kwazulu-Natal, University of Stellenbosch

REFEREE DUTIES

Member of the Editorial Board of the Journal of Economic and Financial Sciences (JEFS) (2011 – present)

Associate Editor on the Editorial Board of the Journal of Economic and Financial Sciences (JEFS) (2008 – 2010)

Reviewer for the Investment Analysts Journal

Reviewer for Management Dynamics

Reviewer for Meditari

Reviewer for the African Journal of Business Ethics

Reviewer for the SA Journal of Information Management

Editor of the SA Financial Markets Journal (2003 – 2004)

Reviewer of papers for the Southern African Institute of Management Scientists Conference

IN-HOUSE STAFF DEVELOPMENT

Fundamentals of Atlas.ti – Dr Liz Archer, 6-7 July 2017

Quantitative research (Statistics and SPSS) – Prof Reina Nieuwoudt, April/May 2013

Endnote, 30 August 2012

Research and publication skills (Article writing) - Prof Jana Olivier, 20-22 August 2012

Coaching skills for line managers, 28 June 2012

Postgraduate supervision – Dr E Hofstee, 19-21 June 2012

SPSS (Quantitative data analysis) – Sumarie O’Neil, 4-8 June 2012

Postgraduate supervision – Prof J Mouton, 30-31 May 2012

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