The Swan Effect - Creating and Sustaining Your Financial Wellbeing

Money makes the world go round, and if this is true, do you struggle to understand the complex workings of finance, money and investments? Join us, Host Arthi Rabikrisson and co-host on Season 2 Malika Petersen, both women in finance, as we delve into simplifying the complexities that come with managing your finances and investments. The theory of Black Swan Events is a metaphor that describes an event that comes as a surprise, has a major effect, and is often rationalized after the fact with the benefit of hindsight. The opposite of that are White Swan Events which are characterized as being more certain. Because life can be uncertain, there are Grey Swan areas and The Swan Effect is a monthly podcast that dives into some of those grey areas to empower persons in all walks of life to make better money decisions, and ultimately improve their relationship with money. A tribute and thank you to the late co-creator and co-host on Season 1 of the Swan effect podcast, Lucille Sikosana: you set the benchmark high, and we are proud to continue to elevate the important message on financial wellness and financial literacy globally. Your tenacity and optimistic attitude will always be the wind beneath our wings.

Contributors

Host

Arthi Rabikrisson

Arthi Rabikrisson is Founder and Managing Director of Prerna Advisory, based in South Africa, that focuses on neuroscience-based coaching (global award winner) and assessment for individuals, teams’ and corporates; strategic business consulting to SME’s; and capital introduction to alternative funding sources, predominantly from UHNWIs, family offices, DFIs and SWFs.

Over the course of an intensive 15-year corporate career in the investments industry, Arthi has led multiple, successful initiatives (among them equity research, talent management, capital raising, portfolio management, transformation, and coaching) across geographies and client segments in business.

This unique value chain of expertise and experience means that Arthi has a wealth of unconventional insights in these environments, which is relatable and transferable across industries. She now uses these for the benefit of founders and entrepreneurs requiring start-up or expansion capital.

https://za.linkedin.com/in/arthi-s-rabikrisson-mba

Co-host

Malika Petersen

Malika Petersen started her career in the financial industry in 2002. She has held many roles in financial servicing, administration, operations management, relationship management and business development. She is currently the national head of Investment Specialists at Old Mutual Wealth and has recently completed her postgraduate diploma in business administration.

https://www.linkedin.com/in/malika-petersen-7267107a/

Guests

Guest

Tiaan Herselman

Tiaan Herselman is the Head of Proposition Old Mutual Wealth. He holds a BCom Financial Planning (cum laude), Post Graduate Diploma in Financial Planning and an Advanced Post Graduate Diploma in Estate Planning. He is also a CERTIFIED FINANCIAL PLANNER® and has spent the last 14 years in the financial services industry during which he started out his career as a financial planner and then moved into the financial planning fintech and investment landscape. He is currently busy completing his MBA at the University of Johannesburg. He has a strong passion for financial planning and making people aware of the value of good financial advice.

Guest appearance on:

S3 E8: Two Pots For Retirement