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RSVP by 12 May 2017 to secure your seat.

i3 Summit 2017

Finding high ground – 2017 and beyond

Sanlam Investments and Glacier by Sanlam are proud to present the annual i3 Summit – the premier investment conference where the best minds from across the globe meet to address the most topical issues and challenges facing investment professionals today.

This year’s i3 Summit theme is “Finding high ground – 2017 and beyond”, and we’ve invited leading local and international speakers to share their views on local and global trends. Our experts will provide insight into finding the high ground in today’s challenging lower-growth environment.

This year’s i3 Summit will take place in Johannesburg and Cape Town respectively.

For event dates and venue information, please click on the city where you’re planning on attending this highly anticipated event.

Annual Investment Summit Cape Town

Venue: Spier Wine Farm, Stellenbosch
Date: 1 June 2017
Time: Registration 08h00; Start 09h15 – Close 15h30

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.

Fourth Annual Investment Summit Johannesburg

Venue: Sandton Convention Centre
Date: 25 May 2017
Time: Registration 07h30; Start 09h00 – Close 15h30

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.

Speakers

  • 1 of 5
Nazmeera Moola

Nazmeera Moola

Economist, strategist and co-head of SA & Africa Fixed Income at Investec

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Max du Preez Fund

Max du Preez

South African Political Analyst, author and columnist

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Brian Foster

Brian Foster

Co-founder of Beyond RDR, author and financial planning consultant

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Nicolaas Marais, CFA®

Nicolaas Marais

President of Wells Fargo AM and head of Multi-Asset Class Solutions

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Jurie Strydom

Jurie Strydom

Chief Executive Officer, Sanlam Personal Finance

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Anton Raath

Anton Raath

Chief Executive Officer, Glacier by Sanlam

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Maya Fisher-French

Maya Fisher-French

Award-winning personal finance journalist and author

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Speakers

  • 1 of 5
Dr Philippa Malmgren

Dr Philippa Malmgren

Former US Presidential adviser, US policy analyst, economist and author

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Max du Preez Fund

Max du Preez

South African Political Analyst, author and columnist

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Nicolaas Marais, CFA®

Nicolaas Marais

President of Wells Fargo AM and head of Multi-Asset Class Solutions

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David Ferguson

David Ferguson

Founder and chief executive of Nucleus Financial Group

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Brian Foster

Brian Foster

Co-founder of Beyond RDR, author and financial planning consultant

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Jurie Strydom

Jurie Strydom

Chief Executive Officer, Sanlam Personal Finance

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Robert Roux

Robert Roux

Chief Executive Officer, Sanlam Investments

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Maya Fisher-French

Maya Fisher-French

Award-winning personal finance journalist and author

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Agenda

The i3 Summit in Cape Town is brought to you by Sanlam Investments and Glacier by Sanlam. Here’s what you can expect to learn and encounter at this prestigious event:

Time Programme Speaker
08h00 - 09h15 Registration: Delegates sign in to obtain CPD Points
Conference MC MAYA FISHER-FRENCH
09h30 - 09h45 WELCOME JURIE STRYDOM
CEO of Sanlam Personal Finance
09h45 - 10h30 A review of the most significant geo-political issues emerging over the past 12 months and their impact on global and domestic markets NAZMEERA MOOLA
Economist & strategist; co-head of SA & Africa Fixed Income at
Investec Asset Management
10h30 - 11h10 "Keep Calm & Survive RDR" and the financial planning experience - How to create service experiences clients are happy to pay for
BRIAN FOSTER
Financial planning consultant & author, co-founder of Beyond RDR
11h10 - 11h35 REFRESHMENT BREAK
11h45 - 12h45 A critical look at the SA political landscape and the economic impacts on South Africa leading up to the 2019 elections MAX DU PREEZ
South African political analyst
12h45 - 13h30 The latest global finance and investment trends shaping asset allocation and portfolio construction NICOLAAS MARAIS
President of Wells Fargo Asset Management & head of Multi-Asset Class Solutions
13h30 - 14h25 PANEL INSIGHTS: A review of key themes emerging from the day, unpacking the impact on asset allocation, portfolio construction, changing advice models and managing money in a low-return environment NICOLAAS MARAIS, BRIAN FOSTER, FACILITATOR: MAYA FISHER-FRENCH
14h25 - 14h30 Closing ANTON RAATH
CEO of Glacier by Sanlam
14h30 - 15h30 NETWORKING | REFRESHMENTS | DEPART

Download the Cape Town agenda

Agenda

The fourth annual i3 Summit: brought to you by Sanlam Investments and Glacier by Sanlam. Here’s what you can expect to learn and encounter at this prestigious event:

Time Programme Speaker
07h30 - 08h45 Registration: Delegates sign in to obtain CPD Points
Conference MC MAYA FISHER-FRENCH
09h00 - 09h15 WELCOME JURIE STRYDOM
CEO of Sanlam Personal Finance
09h15 - 10h00 The latest global finance and investment trends shaping asset allocation and portfolio construction NICOLAAS MARAIS
President of Wells Fargo Asset Management & head of Multi-Asset Class Solutions
10h00 - 10h40 The UK investment landscape four years into RDR: Who were the winners and losers and how have financial advice models evolved as a result? DAVID FERGUSON
Founder & chief executive of Nucleus Financial Group
10h40 - 11h15 REFRESHMENT BREAK
11h30-12h30 A critical look at the SA political landscape and the economic impacts on South Africa leading up to the 2019 elections MAX DU PREEZ
South African political analyst
12h30 - 13h35 A review of the most significant geo-political issues emerging over the past 12 months and their impact on global and domestic markets DR PHILIPPA MALMGREN
Economist, US policy analyst, former US presidential adviser and founder of DRPM Group
13h35 - 14h25 PANEL INSIGHTS: A review of key themes emerging from the day, unpacking the impact on asset allocation, portfolio construction, changing advice models and managing money in a low return environment NICOLAAS MARAIS, DAVID FERGUSON, FACILITATOR: BRIAN FOSTER
14h25 - 14h30 Closing ROBERT ROUX
CEO of Sanlam Investments
14h30 - 15h30 NETWORKING | REFRESHMENTS | DEPART

Download the Johannesburg agenda

Highlights of the 2016 i3 Summit Event

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