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Cape Town

21 July 2020
Spier Wine Farm

Johannesburg

23 July 2020
Sandton Convention Centre

i3 Summit 2020


Sanlam Investments and Glacier by Sanlam are proud to present the annual i3 Summit – the international investment conference where industry experts meet to share their insights and experiences on topics that impact the lives of investors and advisers.

Articles

AI – investment manager with machine vs investment manager without : Read more

Forget bitcoin; blockchain will usher in a new world order : Read more

A clear value proposition gives advisers the edge in an evolving retirement landscap : Read more

Investing for generations to come – i3 Summit 2018 : Read more

Ownership of production, not land, needed to tackle poverty and inequality : Read more

A new dawn needs continued good investment decisions : Read more

Media

INSURANCE TIMES: i3 Summit 2018: Advisers move into employee benefits : Read more

INSURANCE CHAT: Advisers move into employee benefits : Read more

FA NEWS: i3 Summit 2018 : A Greek perspective on SA : Read more

INSURANCE TIMES: The Greek Canary in the mine : Read more

MONEY MARKETING: Advisers move into employee benefits : Read more

FA NEWS: Advisers move into employee benefits : Read more

TECH FINANCIALS: Forget Bitcoin; It’s Blockchain That Will Usher In A New World Order : Read more

Speaker video
Audio files
Speakers
Agenda

Cape Town

11 June 2019
Spier Wine Farm

7.30 – 9.00 REGISTRATION


9.00 – 9.05 OPENING: Lerato Mbele-Roberts – MC


9.05 – 9.15 WELCOME: Khanyi Nzukuma – CE Glacier by Sanlam


9.25 – 10.25 The impact of a ‘new dawn’ on the investment landscape: Professor Thuli Madonsela – chief patron Thuli Madonsela Foundation


10.30 – 11.10 Investing in exponential growth: how tech is driving returns: Richard Clode – portfolio manager Global Technology at Janus Henderson Investors


11.10 – 11.50 REFRESHMENTS


11.55 – 12.25 The case for factor investing: Kingsley Williams – CIO at Satrix


12.30 – 13.00 Portfolio construction: exploring alternatives: Gavin Ralston – head of Official Institutions and Thought Leadership at Schroders


13.00 – 13.20 Portfolio construction: why it matters, facilitated by Leigh Köhler – head of Investment Solutions at Glacier by Sanlam


13.20 – 13.25 CLOSING: Lerato Mbele-Roberts – MC


13.30 NETWORKING & REFRESHMENTS


Johannesburg

13 June 2019
Sandton Convention Centre

7.30 – 9.00 REGISTRATION


9.00 – 9.05 OPENING: Lerato Mbele-Roberts – MC


9.05 – 9.15 WELCOME: Nersan Naidoo – CEO Sanlam Investments


9.25 – 10.25 The impact of a ‘new dawn’ on the investment landscape: Professor Thuli Madonsela – chief patron Thuli Madonsela Foundation


10.30 – 11.30 Neural networks – how they shape your client’s emotions, motivation and decision-making: Baba Shiv – marketing professor Stanford Graduate School of Business


11.30 – 12.20 REFRESHMENTS


12.25 – 12.55 Investing in exponential growth: how tech is driving returns: Richard Clode – portfolio manager Global Technology at Janus Henderson Investors


13.00 – 13.30 The case for factor investing Kingsley Williams – CIO at Satrix


13.35 – 14.05 Portfolio construction: exploring alternatives: Gavin Ralston – head of Official Institutions and Thought Leadership at Schroders


14.05 – 14.25 Portfolio construction: why it matters


14.25 – 14.30 CLOSING: Lerato Mbele-Roberts – MC


14.30 NETWORKING & REFRESHMENTS


Directions

Cape Town

Johannesburg

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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”), Satrix Investments (Pty) Ltd, Amplify Investment Partners (Pty) Ltd, 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 Simeka Wealth (Pty) Ltd; 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”). Glacier Financial Solutions (Pty) Ltd and Sanlam Life Insurance Ltd are licensed financial services providers.

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The i3 Summit is supported by the Financial Planning Institute of Southern Africa (FPI) and qualifies for CPD points.