Who’s Speaking

Experts in their field

Robert JonesConsultant, Shire Retirement Properties

Rob has been dedicated to finding solutions to operational challenges in the retirement industry for the past 10 years, having made a successful transition from the world of electrical engineering to management and consulting. Consulting from within his company Shire Retirement Properties, he works with developers, operators and owners to design, implement, and market and operate retirement villages of various types throughout South Africa. Rob serves on the boards of various non-profit organisations and is a director of a company providing life right housing to seniors. Rob holds a BEng degree in engineering from University of Stellenbosch and an MBA from Henley Management College, London.

Robert JonesConsultant, Shire Retirement Properties

Rob has been dedicated to finding solutions to operational challenges in the retirement industry for the past 10 years, having made a successful transition from the world of electrical engineering to management and consulting. Consulting from within his company Shire Retirement Properties, he works with developers, operators and owners to design, implement, and market and operate retirement villages of various types throughout South Africa. Rob serves on the boards of various non-profit organisations and is a director of a company providing life right housing to seniors. Rob holds a BEng degree in engineering from University of Stellenbosch and an MBA from Henley Management College, London.

closepopup
Ronel FourieArchitect, Dennis Moss Partnership

Ronel is a qualified Architect that studied in South Africa and at the Bartlett in London. She also obtained her MBA at the Open University, London.
She is a leading specialist in the field of design for people in their later age and have worked in practises all over the world specialising in retirement. She is a fierce advocate of “Contributing at Every Age: Designing for Generational Impact”. Ronel has assisted in writing a number of recognised design guides on designing for older people and has recently been asked to update a number of these to bring them in line with current thinking and changes in standards and legislation.
She is currently completing her PhD in Architecture with design at the University of the Free State, collaborating with the New School of Architecture in San Diego, her topic is: Neuroarchitecture: Designing for the Third generation.

Ronel FourieArchitect, Dennis Moss Partnership

Ronel is a qualified Architect that studied in South Africa and at the Bartlett in London. She also obtained her MBA at the Open University, London.
She is a leading specialist in the field of design for people in their later age and have worked in practises all over the world specialising in retirement. She is a fierce advocate of “Contributing at Every Age: Designing for Generational Impact”. Ronel has assisted in writing a number of recognised design guides on designing for older people and has recently been asked to update a number of these to bring them in line with current thinking and changes in standards and legislation.
She is currently completing her PhD in Architecture with design at the University of the Free State, collaborating with the New School of Architecture in San Diego, her topic is: Neuroarchitecture: Designing for the Third generation.

closepopup
Vanessa CoulsonCOO, Essenwood Retirement Village

Her career started at The Association for the Aged (Tafta) in 2006 working in procurement. Not long after she was promoted to Head of Department for the Operations department at Tafta. This portfolio included procurement, maintenance and health & safety. In 2011, Vanessa spear headed the launch of a new service at Tafta called Ageing in Place which facilitated the older person's wish to live safely and comfortably in their own homes. Starting a new business venture was a challenge that Vanessa thrived on. In 2012, she was promoted to the executive at Tafta taking up the role of Divisional Manager of Operations. This portfolio included projects at the company, information technology and contracts. Vanessa continued with Ageing in Place as well. She presented a paper on Ageing in Place at the All Africa IAGG conference in 2012.
In 2015 she was selected to project manage the development of an ambitious strategic plan for Tafta which aimed to create sustainability for years to come.
In 2016, Vanessa was offered the job of Chief Operating Officer of a retirement home in Durban. She accepted the offer and has been running the 115-bed facility until now.

Vanessa CoulsonCOO, Essenwood Retirement Village

Her career started at The Association for the Aged (Tafta) in 2006 working in procurement. Not long after she was promoted to Head of Department for the Operations department at Tafta. This portfolio included procurement, maintenance and health & safety. In 2011, Vanessa spear headed the launch of a new service at Tafta called Ageing in Place which facilitated the older person's wish to live safely and comfortably in their own homes. Starting a new business venture was a challenge that Vanessa thrived on. In 2012, she was promoted to the executive at Tafta taking up the role of Divisional Manager of Operations. This portfolio included projects at the company, information technology and contracts. Vanessa continued with Ageing in Place as well. She presented a paper on Ageing in Place at the All Africa IAGG conference in 2012.
In 2015 she was selected to project manage the development of an ambitious strategic plan for Tafta which aimed to create sustainability for years to come.
In 2016, Vanessa was offered the job of Chief Operating Officer of a retirement home in Durban. She accepted the offer and has been running the 115-bed facility until now.

closepopup
Arthur CaseCEO, Evergreen Retirement Holdings

After graduating from the University of Stellenbosch Arthur commenced a career in human resources where he eventually held senior positions with Nedbank and the Southern Life Association, before moving to the healthcare sector. Here he served as the Managing Director of the Medicor Private Hospital Group (subsequently sold to MediClinic) and then as Managing Director of the South African Vaccine Producers (Pty) Ltd, a State-owned pediatric vaccine producer. This led to a career in consulting, firstly with Deloittes and later in his own business. In 2009 while consulting to the Amdec Property Group, Arthur was given the opportunity to become involved with Evergreen, an Amdec established lifestyle retirement business.

Arthur CaseCEO, Evergreen Retirement Holdings

After graduating from the University of Stellenbosch Arthur commenced a career in human resources where he eventually held senior positions with Nedbank and the Southern Life Association, before moving to the healthcare sector. Here he served as the Managing Director of the Medicor Private Hospital Group (subsequently sold to MediClinic) and then as Managing Director of the South African Vaccine Producers (Pty) Ltd, a State-owned pediatric vaccine producer. This led to a career in consulting, firstly with Deloittes and later in his own business. In 2009 while consulting to the Amdec Property Group, Arthur was given the opportunity to become involved with Evergreen, an Amdec established lifestyle retirement business.

closepopup
Leigh MaingardDirector, LM Sectional Title Training and Consulting

Leigh is a professional consultant and trainer who specializes in sectional title. After spending 19 years involved in the day-to-day running of property management companies and sectional title schemes, he now shares his knowledge and experience with property professionals. During 2015-18 he was Western Cape Chairman of the National Association of Managing Agents.

Leigh MaingardDirector, LM Sectional Title Training and Consulting

Leigh is a professional consultant and trainer who specializes in sectional title. After spending 19 years involved in the day-to-day running of property management companies and sectional title schemes, he now shares his knowledge and experience with property professionals. During 2015-18 he was Western Cape Chairman of the National Association of Managing Agents.

closepopup
Lodie van StadenNellie van Staden Properties

He is currently involved in the sales of retirement units via Nellie van Staden Properties. He was represented a Developer on life right development for 10 years. He’s managed 56 bed frail care facility for 3 years and has participated in various organizations regarding older persons in Age in action where he was part of the provincial advisory committee.

Lodie van StadenNellie van Staden Properties

He is currently involved in the sales of retirement units via Nellie van Staden Properties. He was represented a Developer on life right development for 10 years. He’s managed 56 bed frail care facility for 3 years and has participated in various organizations regarding older persons in Age in action where he was part of the provincial advisory committee.

closepopup
Lizzie Brynard-BrillCare Centre Manager, Oasis Care Centre

Lizzie has been involved with the Oasis Care Centre since 2009, commencing in a marketing and step-down coordinator capacity. Having been promoted to the position of Care Centre Manager soon afterwards Lizzie drove various processes that led to: the establishment of a fully-fledged Physical Rehabilitation unit; obtaining one of the first adult mental health licenses in South Africa for Dementia care and obtaining a Department of Social Development registration certificate for Frail Care. In her earlier career she spent two years working in England in mental health and elderly care facilities, thereby gaining wide ranging exposure to the geriatric care industry.

Lizzie Brynard-BrillCare Centre Manager, Oasis Care Centre

Lizzie has been involved with the Oasis Care Centre since 2009, commencing in a marketing and step-down coordinator capacity. Having been promoted to the position of Care Centre Manager soon afterwards Lizzie drove various processes that led to: the establishment of a fully-fledged Physical Rehabilitation unit; obtaining one of the first adult mental health licenses in South Africa for Dementia care and obtaining a Department of Social Development registration certificate for Frail Care. In her earlier career she spent two years working in England in mental health and elderly care facilities, thereby gaining wide ranging exposure to the geriatric care industry.

closepopup
Ruan de WetManaging Director, Trans 50

Ruan is the Managing Director of Trans-50 Association which owns and manages five retirement villages throughout South Africa. With over fifteen years’ experience in the retirement industry he believes that the changing landscape of the industry requires constant learning and the ability to adapt to changing resident’s needs.

Ruan de WetManaging Director, Trans 50

Ruan is the Managing Director of Trans-50 Association which owns and manages five retirement villages throughout South Africa. With over fifteen years’ experience in the retirement industry he believes that the changing landscape of the industry requires constant learning and the ability to adapt to changing resident’s needs.

closepopup
Christo TheronFounder, TradeTaxPlus

Christo is a recognised specialist in the field of VAT and has been the chairperson of the SAICA VAT committee for the last 13 years. He is a Chartered Accountant and holds a master’s degree in taxation from the University of Pretoria. Christo has been running the advanced course in VAT program at Unisa for many years and is well known as a presenter of the LexisNexis, SAICA and SAIT seminars for many years.

Christo TheronFounder, TradeTaxPlus

Christo is a recognised specialist in the field of VAT and has been the chairperson of the SAICA VAT committee for the last 13 years. He is a Chartered Accountant and holds a master’s degree in taxation from the University of Pretoria. Christo has been running the advanced course in VAT program at Unisa for many years and is well known as a presenter of the LexisNexis, SAICA and SAIT seminars for many years.

closepopup
Maré EngelbrechtGeneral Manager, Bonhealthcare Group

She has been involved in the geriatric care services since 1993. She holds a BCur. in Nursing. She started working in the sector for Badisa managing one of their homes, Huis Luckhoff. In 2004 she joined the Bonhealthcare Group and have been involved with the managing and overseeing of their frail care centres from inception to completion.

Maré EngelbrechtGeneral Manager, Bonhealthcare Group

She has been involved in the geriatric care services since 1993. She holds a BCur. in Nursing. She started working in the sector for Badisa managing one of their homes, Huis Luckhoff. In 2004 she joined the Bonhealthcare Group and have been involved with the managing and overseeing of their frail care centres from inception to completion.

closepopup
Vagn NielsenCEO, Helderberg Village

Located in Somerset West, Helderberg Village is one of the largest gated residential estates in South Africa with nearly 800 houses and 1200 residents. Under his leadership, the estate was awarded the coveted title of “Best Retirement Development in the World” at the International Property Awards during 2012/13. Vagn majored in local government law and administration and held managerial positions in local government before taking on his current position 16 years ago. Due to his wealth of knowledge on gated estates, he regularly advises and assists Developers and other Trustees and Estate managers on best practices and workable solutions.

Vagn NielsenCEO, Helderberg Village

Located in Somerset West, Helderberg Village is one of the largest gated residential estates in South Africa with nearly 800 houses and 1200 residents. Under his leadership, the estate was awarded the coveted title of “Best Retirement Development in the World” at the International Property Awards during 2012/13. Vagn majored in local government law and administration and held managerial positions in local government before taking on his current position 16 years ago. Due to his wealth of knowledge on gated estates, he regularly advises and assists Developers and other Trustees and Estate managers on best practices and workable solutions.

closepopup
Keith BonsallManaging Director, Halcyon Management Services

Keith has a BCom. from UNISA and has spent the last 34 years in the private hospital industry, 6 of which were as an elected director of the National Association of Private Hospitals (now Hospital Association of South Africa). He has been the Hospital Manager of several large hospitals in Durban, Johannesburg and Pretoria

Keith BonsallManaging Director, Halcyon Management Services

Keith has a BCom. from UNISA and has spent the last 34 years in the private hospital industry, 6 of which were as an elected director of the National Association of Private Hospitals (now Hospital Association of South Africa). He has been the Hospital Manager of several large hospitals in Durban, Johannesburg and Pretoria

closepopup
Syd EckleyConsultant

Syd is a Retirement Thought Leader that has moulded a number of the Acts that Retirement Villages adhere to. He was a member of the Investigating team of the SA Human Rights Commission to determine the status of Older Persons in South Africa and co-author of the report—2016.
Part of establishment of the Senior SANGALA Programme -a national program to promote Active Ageing in partnership with the Department of Sport and Recreation 1997—2003
Chairperson of the Organising Committee for the International Year for Older Persons 1999
Member of the Ministerial Committee on the abuse of older persons—2000-2003

Syd EckleyConsultant

Syd is a Retirement Thought Leader that has moulded a number of the Acts that Retirement Villages adhere to. He was a member of the Investigating team of the SA Human Rights Commission to determine the status of Older Persons in South Africa and co-author of the report—2016.
Part of establishment of the Senior SANGALA Programme -a national program to promote Active Ageing in partnership with the Department of Sport and Recreation 1997—2003
Chairperson of the Organising Committee for the International Year for Older Persons 1999
Member of the Ministerial Committee on the abuse of older persons—2000-2003

closepopup
Tarnia MastersonNew Business Development Manager, BSH Home Appliances SA

Tarnia has been in the appliance industry for the past 26 years of which 15 years has been with BSH. She is very passionate about quality brands and good service and is committed to service excellence. It is the lifestyle that should determine what we have in our homes.

Robert Bosch once said, “I have always acted according to the principle that I would rather lose money than trust. The integrity of my promises, the belief in the value of my products and of my word of honour have always had a higher priority to me than transitory profits.”

Tarnia MastersonNew Business Development Manager, BSH Home Appliances SA

Tarnia has been in the appliance industry for the past 26 years of which 15 years has been with BSH. She is very passionate about quality brands and good service and is committed to service excellence. It is the lifestyle that should determine what we have in our homes.

Robert Bosch once said, “I have always acted according to the principle that I would rather lose money than trust. The integrity of my promises, the belief in the value of my products and of my word of honour have always had a higher priority to me than transitory profits.”

closepopup

Conference Programme

  • Day 1
  • Hall D
08:30 AM - 09:30 AMSpeed Networking Session

This session is fun with the right kind of buzz! Meet, introduce and make an impression. It’s memorable meetings like these that could be the right connections for the future of your business. Who knows what handshakes and deals are done?

 

Even though you are competing, each of you are unique therefore the results are as unique as you are.

09:30 AM - 10:00 AMREFRESHMENTS / EXHIBITION
10:00 AM - 10:30 AMTrends in Retirement Village Development By Rob JonesConsultant

The key thing about Retirement Village development is that it’s not all about the brick and mortar – which must be excellent in any event, but more about the services and lifestyle that the estate facilitates and provides.

This fact places significant emphasis on some of the key elements of a retirement village:

  • Governing body structures (HOA, Body Corporate, Management Associations, etc.)
  • Village components, makeup, sequencing and timing to Assisted Living units
  • Multi-Generational thinking
  • Care Centres for Frail Care services, Memory Care services and Home-Based Care services
  • Constitutions and Conduct Rules
  • Levy structuring (to minimize developer subsidies over development period and ensure sustainability)
  • Lifestyle-supporting Services (examples): Village Management (Managing Agent)

These very challenging matters must be seen within the context of the trends within the retirement housing market and macro trends within society itself.

10:30 AM - 11:00 AMDesign trends in Retirement Villages By Ronel Fourie

Technology will never replace the human touch and we are sure that developments in robotics will not compensate the need for personal care delivered by humans, but we would like to understand how tech can improve health. Research/Statistics, interviews and planning guidelines show us how we should approach the design of future housing for an ageing population, reminding us that this is not about ‘other people’, but about each of us. With a focus on anticipating the needs and aspirations of the next generation of older people.

“Our ageing population demands that we have a radical rethink in the way we design and build our homes to meet our future needs and lifestyle choices. In this presentation, I will try to demonstrate how this can be achieved in both mainstream and specialist housing for older people, drawing on inspiring innovative examples from home and abroad.”

The future is innovative intergenerational programs that involve individuals of all ages that will explode the senior living sector, especially in assisted living.

11:30 AM - 12:00 AMPanel Discussion: Ownership Models

The success of a retirement village in part depends on the model the developer selects when starting down the road of realizing his vision of building a retirement facility.

However, the long-term success of a retirement village depends not only on the facilities and how well it is managed but what model the village will be managed under.  Pros and cons of the models will be discussed from a management ramification and legal perspective thus assisting developers with insights from an operational perspective to inform the viability of the project on a long term basis.

12:00 AM - 12:30 PMLevies and Levy Stabilization Funds By Vagn NielsenCEO, Helderberg Village

Have you ever heard of any residential community development having reserves in excess of R70m!  This topic to be presented at Retirement Village Developers Summit will provide insights on how to structure your development to maximize the ongoing profitability and security in the long term.

A growing trend amongst many new freehold developments is to take the lead from established sectional title developments that commenced with building reserves before it became legislated. Vagn will discuss why and how developers should set up a levy stabilization fund for the benefit and success of their developments.  While we see many excellent developments coming on stream, no provisions have been made in the rules to give such developments long-term sustainability. Lower levies will make any development more attractive to buyers.

More and more buyers are asking to see the annual financial statements before signing on the dotted line and we are hearing the same question being asked over and over… what is the position with regards to charging special levies! These points and much more will be posed by Vagn and discussed.

12:30 PM - 01:00 PMImpact of Property Professional Act
01:00 PM - 01:15 PMQ & A
02:15 PM - 03:00 PMPANEL: Unpacking Frail Care

The panel members have been selected as they offer different perspectives and expertise in managing different size frail care operations.  Areas to be discussed include:

  • financial considerations such as staffing, furniture requirements
  • impact of early onset dementia
  • the optimum size of frail care for profitability
  • what differentiates useable frail care from an excellent design
  • is home-based care a replacement for frail care
  • how many beds to you need to be viable;
  • how big should the frail care unit be in relation to the size of the village
  • how is frail care changing

 

What are your burning questions?

03:00 PM - 03:30 PMFrail Care Breakout Session

The breakout session at the Retirement Village Developers Summit will be broken into smaller teams to discuss 5 key points that arise from the panel discussion.

The breakout session allows delegates an opportunity to discuss the point allocated to them in greater detail and to provide possible solutions that will be presented back to the main conference.

04:00 PM - 04:30 PMVAT solutions in life right developments By Christo Theron Founder, TradeTaxPlus

The topic presented at Retirement Village Developers Summit poses the question of the treatment of VAT in a life right development. The tax cost in the form of Value-Added Tax, Transfer Duty or other potential taxes is a critical issue impacting on the affordability of retirement facilities.   The continued impact of the Brumeria Case in the sector.  Understanding and applying the legal framework within which the industry operates is essential to avoid unpleasant surprises once an agreement has been concluded.   This session will deal with the legal and practical issues when planning, developing and marketing retirement facilities.

03:45 PM - 04:00 PMReport back from Breakout Sessions

The breakout session is a discussion on frail care as a portion of the agenda of the conference.  The breakout session offers the delegates another opportunity to discuss, reflect, or act upon the issues unique to frail care in a more intimate setting.  The impact of peer transfer cannot be understated.

How Breakout Sessions Work

The conference will have 5 breakout sessions occurring simultaneously, with all attendees participating in small groups for thirty minutes before returning to rejoin the greater group.

One of the panel members will be assigned to each of the breakout sessions to act as a sounding board.

A designated team leader will then report back on their session’s findings to the main conference for 5 minutes.

03:30 PM - 03:45 PMREFRESHMENTS / EXHIBITION
11:00 AM - 11:30 AMSmart Technology By Tarnia Masterson

The topic presented at Retirement Village Developers Summit asks the question:  What if all the devices in your life could connect to the internet? Not just computers and smartphones, but everything: clocks, speakers, lights, doorbells, cameras, windows, window blinds, geysers, appliances, cooking utensils, you name it. And what if those devices could all communicate, send you information, and take your commands? It’s not science fiction; it’s the Internet of Things (IoT), and it’s a key component of home automation and smart homes.  Alexa, Amazon’s handy voice assistant works with a number of smart home devices directly, as well as with If This Then That (IFTTT) to control plenty of others via “recipes” you can create yourself.

As services such as Alexa become more mainstream globally with the increase in fibre connectivity, the desire to have IoT and IFTTT connectivity will move to a must-have rather than to like to have.  The benefits to the householder are clearly visible as retirees seek quality of life in their active retirement.