Shelley Lotz

Team Member

Horizon Equity Partners

Joined: 2011


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Bio

Shelley Lotz joined Horizon in 2011 and is responsible for operational execution and compliance, investment administration and reporting for the firm, as well as tracking all environmental, social and corporate governance aspects for portfolio companies. She is also responsible for investor relations, including valuations and reporting to investors. Shelley has also assisted the CFOs of various portfolio companies with technical accounting and reporting issues to aid in improving overall financial controls and the quality of reporting at these companies. Before joining Horizon Shelley worked for Royal Bank of Scotland, where her work included securitisation, transaction advisory and private equity. She was the primary finance contact for the launch of RBS’s first £1.1-billion private equity fund. Shelley currently serves as the head of regulatory affairs at the Southern African Venture Capital and Private Equity Association, where she leads engagements with the industry’s key stakeholders and regulators, including the National Treasury, the South African Reserve Bank and the Financial Sector Conduct Authority. Shelley, who holds a BCom BAcc (Hons) degree, is a member of the South African Institute of Chartered Accountants and a category I key individual and representative.

Education