Attendance is by invitation only and will be confirmed on a first come, first served basis.
General enquiries: firstname.lastname@example.org.
This event is eligible for CPD points.
The 2018 i3 Summit will take place in Cape Town and Johannesburg respectively.
Venue: Spier Wine Farm, Stellenbosch
Date: Tuesday, 22 May 2018
Time: Registration from 08h00
Venue: Sandton Convention Centre
Date: Thursday, 24 May 2018
Time: Registration from 07h30
This year attendees can look forward to the event hosted by MC Maya Fisher-French with a prestigious speaker line-up, including insights into the latest global trends shared by Nicolaas Marais Ph.D., head of Multi-Asset Class Solutions and Product Research & Development at Wells Fargo & Company and while Nazmeera Moola, co-head of Fixed Income at Investec Asset Management talks about geo-political issues emerging over the past 12 months. SA political commentator Max du Preez will be on stage to share his views on the local political and economic landscape, while our panel of experts will unpack the key trends shaping our industry and provide an outlook for surviving and thriving in our current low-return environment.
This year attendees can look forward to the event hosted by MC Maya Fisher-French with a prestigious speaker line-up, including Dr Philippa Malmgren, American policy analyst, former special assistant to the US president and author of Geopolitics for Investors (2015) and Signals: The Breakdown of the Social Contract and the Rise of Geopolitics (2014). SA political commentator Max du Preez will share his view on the local political and economic landscape while our panel of investment industry experts will unpack the key trends shaping our industry and provide an outlook for surviving and thriving in our current low-return environment.
Economist, strategist and co-head of SA & Africa Fixed Income at Investec
South African Political Analyst, author and columnist
Co-founder of Beyond RDR, author and financial planning consultant
President of Wells Fargo AM and head of Multi-Asset Class Solutions
Chief Executive Officer, Sanlam Personal Finance
Chief Executive Officer, Glacier by Sanlam
Award-winning personal finance journalist and author
Former US Presidential adviser, US policy analyst, economist and author
Founder and chief executive of Nucleus Financial Group
Chief Executive Officer, Sanlam Investments
A review of the most significant geo-political issues emerging over the past 12 months and their impact on global and domestic markets.
Keep Calm & Survive RDR" and the financial planning experience - How to create service experiences clients are happy to pay for.
Look out for more information coming your way or visit Sanlam Intelligence.
i3 Summit event summary, 1 June 2017
Max du Preez: SA has seen much darker days, 6 June 2017
Nicolaas Marais: Clients want outcomes, not the hiring and firing of managers, 13 June 2017
Dr. Pippa Malmgren: Populism driven by debt, low growth and a broken social contract, 21 June 2017
Financial Mail – On the smart money
Financial Mail – Lessons learnt
FA News – South Africa has seen much darker days
Moneyweb - Financial advice: Moving from products to solutions
Moneyweb - The cabinet reshuffle the markets missed
Cover - Sanlam’s i3 Summit takes a global view
FA News - The search for higher ground
Risk Africa - Sanlam’s i3 Summit takes a global view of opportunities amid uncertainty
Finding high ground - 2017 and beyond
For more information complete the form below.
Thanks for joining us at this year’s i3 Summit. We look forward to seeing you at the 2018 event.