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Attendance is by invitation only and will be confirmed on a first come, first served basis.

General enquiries: i3summit@sanlaminvestments.com.

This event is eligible for CPD points.

i3 Summit 2018

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

The 2018 i3 Summit will take place in Cape Town and Johannesburg respectively.

Cape Town

Venue: Spier Wine Farm, Stellenbosch
Date: Tuesday, 22 May 2018
Time: Registration from 08h00

Johannesburg

Venue: Sandton Convention Centre
Date: Thursday, 24 May 2018
Time: Registration from 07h30

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.

Highlights of the 2017 Conference

Take a look at some of the most memorable moments of last year’s event.

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

More
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

More
Nicolaas Marais, CFA®

Nicolaas Marais

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

More
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

More
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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Speaker Audios and Presentations

Max du Preez: South African Political Analyst

Nicolaas Marais: President of Wells Fargo Asset Management & Head of Multi-Asset Class Solutions

Nazmeera Moola: Economist & Strategist, Co-head of SA & Africa Fixed Income - Investec Asset Management

A review of the most significant geo-political issues emerging over the past 12 months and their impact on global and domestic markets.

Download presentation

Brian Foster: Co-founder of Beyond RDR, author & financial planning consultant

Keep Calm & Survive RDR" and the financial planning experience - How to create service experiences clients are happy to pay for.

Download presentation

Speaker Audios

Jurie Strydom: CEO Sanlam Personal Finance

David Ferguson: Founder and Chief Executive of Nucleus Financial Group

Nicolaas Marais: President of Wells Fargo Asset Management & Head of Multi-Asset Class Solutions

Pippa Malmgren: Economist, US Policy Analyst, former US presidential adviser and founder of DRPM Group

Max du Preez: South African Political Analyst

Articles and Media

Look out for more information coming your way or visit Sanlam Intelligence.

i3 Summit Articles

i3 Summit event summary, 1 June 2017

Read Article

Max du Preez: SA has seen much darker days, 6 June 2017

Read Article

Nicolaas Marais: Clients want outcomes, not the hiring and firing of managers, 13 June 2017

Read Article

Dr. Pippa Malmgren: Populism driven by debt, low growth and a broken social contract, 21 June 2017

Read Article

i3 Summit in the Media

Financial Mail – On the smart money

Read Article

Financial Mail – Lessons learnt

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FA News – South Africa has seen much darker days

Read Article

Moneyweb - Financial advice: Moving from products to solutions

Read Article

Moneyweb - The cabinet reshuffle the markets missed

Read Article

Cover - Sanlam’s i3 Summit takes a global view

Read Article

FA News - The search for higher ground

Read Article

Risk Africa - Sanlam’s i3 Summit takes a global view of opportunities amid uncertainty

Read Article

Articles and Media

Look out for more information coming your way or visit Sanlam Intelligence.

i3 Summit Articles

i3 Summit event summary, 1 June 2017

Read Article

Max du Preez: SA has seen much darker days, 6 June 2017

Read Article

Nicolaas Marais: Clients want outcomes, not the hiring and firing of managers, 13 June 2017

Read Article

Dr. Pippa Malmgren: Populism driven by debt, low growth and a broken social contract, 21 June 2017

Read Article

i3 Summit in the Media

Financial Mail – On the smart money

Read Article

Financial Mail – Lessons learnt

Read Article

FA News – South Africa has seen much darker days

Read Article

Moneyweb - Financial advice: Moving from products to solutions

Read Article

Moneyweb - The cabinet reshuffle the markets missed

Read Article

Cover - Sanlam’s i3 Summit takes a global view

Read Article

FA News - The search for higher ground

Read Article

Risk Africa - Sanlam’s i3 Summit takes a global view of opportunities amid uncertainty

Read Article

Agenda

Finding high ground - 2017 and beyond

Download the Cape Town agenda

Agenda

Finding high ground - 2017 and beyond

Download the Johannesburg agenda

Highlights of the 2017 Cape Town i3 Summit Event

Highlights of the 2017 Johannesburg i3 Summit Event

Contact Us

For more information complete the form below.

Disclaimer

© 2017 Sanlam. All rights reserved.

Sanlam Investments consists of the following authorised Financial Services Providers: Sanlam Investment Management (Pty) Ltd (“SIM”), Sanlam Multi Manager International (Pty) Ltd (“SMMI”), Satrix Managers (RF) (Pty) Ltd, Graviton Wealth Management (Pty) Ltd (“GWM”), Graviton Financial Partners (Pty) Ltd (“GFP”), Radius Administrative Services (Pty) Ltd (“Radius”), Blue Ink Investments (Pty) Ltd (“Blue Ink”), Sanlam Capital Markets (Pty) Ltd (“SCM”), Sanlam Private Wealth (Pty) Ltd (“SPW”), Sanlam Credit Fund Advisor Proprietary Limited, Sanlam Africa Real Estate Advisor Proprietary Limited and Sanlam Employee Benefits (“SEB”), a division of Sanlam Life Insurance Limited; and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”) and Satrix Managers (RF) (Pty) Ltd (“Satrix”).


The Sanlam Group is a full member of the Association for Savings and Investment SA. Collective investment schemes are generally medium- to long-term investments. Please note that past performances are not necessarily an accurate determination of future performances, and that the value of investments / units / unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Manager, Sanlam Collective Investments (RF) Pty Ltd & Satrix Managers (RF) (Pty) Ltd, a registered and approved Manager in Collective Investment Schemes in Securities. Additional information of the proposed investment, including brochures, application forms and annual or quarterly reports, can be obtained from the Manager, free of charge. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Collective investments are calculated on a net asset value basis, which is the total market value of all assets in the portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. Actual investment performance of the portfolio and the investor will differ depending on the initial fees applicable, the actual investment date, and the date of reinvestment of income as well as dividend withholding tax. Forward pricing is used. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio. The performance of the portfolio depends on the underlying assets and variable market factors. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date. Lump sum investment performances are quoted. The portfolio may invest in other unit trust portfolios which levy their own fees, and may result is a higher fee structure for our portfolio. All the portfolio options presented are approved collective investment schemes in terms of Collective Investment Schemes Control Act, No 45 of 2002 (“CISCA”). The fund may from time to time invest in foreign instruments which could be accompanied by additional risks as well as potential limitations on the availability of market information. The Manager has the right to close any portfolios to new investors to manage them more efficiently in accordance with their mandates. The portfolio management of all the portfolios is outsourced to financial services providers authorized in terms of the Financial Advisory and Intermediary Services Act, 2002. Standard Bank of South Africa Ltd is the appointed trustee of the Sanlam Collective Investments Scheme & Standard Chartered Bank is the appointed trustee of the Satrix Managers Scheme.

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