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I3-Summit 2014 I3-Summit 2014

RSVP by 12 May 2017 to secure your seat.

2014 Annual Investment Summit

Sanlam Investments and Glacier by Sanlam are proud to host the i3 Summit - a new force in investment thinking where the best minds in South Africa and abroad get together to address topical industry issues.

Sanlam Investmentsis one of South Africa’s largest investment management companies, offering a comprehensive range of client-focused investment solutions to end-investors, intermediaries and larger institutions. Their comprehensive investment offerings include both passively and actively managed unit trusts, hedge funds and segregated and pooled retirement funds along the asset class and risk/return spectrum.

Glacier by Sanlam brings together niche experts and respected financial services companies to meet wealth management needs. Glacier has grown from being a purely linked investment service provider (LISP) to a provider of an expansive a range of wealth management services. This includes providing access to a local and international platform with a selection of solutions from a range of industry experts. It also provides access to leading stockbrokers, fiduciary services, as well as to niche long-term and short-term insurance solutions - all offered in partnership with financial intermediaries.

2014 Speakers

Michael Falk

Michael Falk

Michael Falk, CFA and Certified Retirement Counsellor (CRC) is a partner with the Focus Consulting Group.

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Dr Philippa Malmgren

Dr Philippa Malmgren

Dr. Philippa Malmgren helps companies, investors , public audiences and policymakers better understand how risk and prices.

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Caroline da Silva

Caroline da Silva

Caroline Da Silva was appointed by the Minister of Finance to the Deputy Executive Officer position at the FSB in September 2013.

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Professor Steve Burgess

Professor Steve Burgess

Professor Steven Michael Burgess is Director of the Nelson Mandela Metropolitan University Business School and Professor of Marketing.

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Peter Chun

Peter Chun

Peter Chun joined Colonial First State in 2002. Colonial First State is the wealth arm of Australia’s largest bank.

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Stewart Cazier

Stewart Cazier

Stewart Cazier has over twenty-six years’ experience in investment, general and life assurance businesses in finance, operations.

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David Ferguson

David Ferguson

Born & bred in Edinburgh and with a geeky interest in technology from a very early age, the formative years of David’s career

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David Gluckman

David Gluckman

David Gluckman is an executive committee member within Sanlam Employee Benefits.

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Jean Lombard

Jean Lombard

Jean qualified as an actuary in 2003 and has been in the financial services industry for the past 16 years.

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Alwyn van der Merwe

Alwyn van der Merwe

Alwyn van der Merwe was appointed director of investments at Sanlam Private Wealth (SPW) in May 2007.

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Anton Gildenhuys

Anton Gildenhuys

As chief executive of SPF Actuarial, Anton Gildenhuys is responsible for the actuarial function of Sanlam Personal Finance.

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Michael Jordaan

Michael Jordaan

Michael Jordaan, venture capitalist and wine enthusiast stepped down as CEO of First National Bank in August last year.

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Alec Hogg

Alec Hogg

He founded Moneyweb in 1997 as a small business above his garage at home, which was promptly listed on the JSE

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Chris Griffith

Chris Griffith

Chris Griffith is the Chief Executive Officer of Anglo American Platinum.

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Jabu Mabuza

Jabu Mabuza

Jabulane (Jabu) Mabuza is currently Chairman of the Board of Directors of Telkom SA, and still serves.

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Nersan Naidoo

Nersan Naidoo

Chief Executive: Sanlam Investments Core

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Anne Cabot

Anne Cabot-Alletzhauser

Head of the Alexander Forbes Research Institute

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View short videos from some of our speakers below

The 2014 summit addressed the topic of surviving and thriving amid geopolitical and regulatory change.

Jean Lombard

Head of Business Integration and Research at Glacier by Sanlam

The evolution of financial advice

Professor Steven Michael Burgess

Director of the Nelson Mandela Metropolitan University Business School

How to aquire and retain affluent clients

Anton Gildenhuys

CE Sanlam Personal Finance Actuarial

The impact of retirement reform on advisors

David Ferguson

MD Nucleus (UK)

The evolution of financial advice

Peter Chun

GM Product & Investments Colonial First State (Australia)

The impact of regulatory change in Australia

Jean Lombard

Head of Business Integration and Research at Glacier by Sanlam

The evolution of financial advice

Professor Steven Michael Burgess

Director of the Nelson Mandela Metropolitan University Business School

How to aquire and retain affluent clients

Anton Gildenhuys

CE Sanlam Personal Finance Actuarial

The impact of retirement reform on advisors

d David Ferguson

MD Nucleus (UK)

The evolution of financial advice

Peter Chun

GM Product & Investments Colonial First State (Australia)

The impact of regulatory change in Australia

Gallery

Pictures from our 2014 Summit

Contact Us

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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.

Sanlam Life Insurance is a licensed financial service provider.
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