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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.
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.
Michael Falk, CFA and Certified Retirement Counsellor (CRC) is a partner with the
Focus Consulting Group.
Dr. Philippa Malmgren helps companies, investors , public audiences and policymakers better understand how risk and prices.
Caroline Da Silva was appointed by the Minister of Finance to the Deputy Executive Officer position at the FSB in September 2013.
Professor Steven Michael Burgess is Director of the Nelson Mandela Metropolitan University Business School and Professor of Marketing.
Peter Chun joined Colonial First State in 2002. Colonial First State is the wealth arm of Australia’s largest bank.
Stewart Cazier has over twenty-six years’ experience in investment, general and life assurance businesses in finance, operations.
Born & bred in Edinburgh and with a geeky interest in technology from a very early age, the formative years of David’s career
David Gluckman is an executive committee member within Sanlam Employee Benefits.
Jean qualified as an actuary in 2003 and has been in the financial services industry for the past 16 years.
Alwyn van der Merwe was appointed director of investments at Sanlam Private Wealth (SPW) in May 2007.
As chief executive of SPF Actuarial, Anton Gildenhuys is responsible for the actuarial function of Sanlam Personal Finance.
Michael Jordaan, venture capitalist and wine enthusiast stepped down as CEO of First National Bank in August last year.
He founded Moneyweb in 1997 as a small business above his garage at home, which was promptly listed on the JSE
Chris Griffith is the Chief Executive Officer of Anglo American Platinum.
Jabulane (Jabu) Mabuza is currently Chairman of the Board of Directors of Telkom SA, and still serves.
Chief Executive: Sanlam Investments Core
Head of the Alexander Forbes Research Institute
The evolution of financial advice
How to aquire and retain affluent clients
The impact of retirement reform on advisors
The evolution of financial advice
The impact of regulatory change in Australia
Head of Business Integration and Research at Glacier by Sanlam
Director of the Nelson Mandela Metropolitan University Business School
CE Sanlam Personal Finance Actuarial
MD Nucleus (UK)
GM Product & Investments Colonial First State (Australia)
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.