Sanlam Investments and Glacier by Sanlam are proud to present the annual i3 Summit. The i3 Summit is a leading SA investment conference where experts from across the globe are brought together to address the latest industry developments and challenges facing investment professionals today.
At our fifth annual summit, the 2018 theme is “A future to thrive in – investing for generations to come”, and it promises to give delegates a deep insight into the future of investing and what recent developments could mean for advice-givers and clients alike.
The 2018 i3 Summit takes place in Cape Town and Johannesburg.
The event is supported by the Financial Planning Institute of Southern Africa (FPI) and qualifies for 4 CPD points.
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Pravin played a pivotal role as an ANC participant in the multi-party talks at the Convention for a Democratic South Africa (CODESA), and as co-chair of the Transitional Executive Council. He chaired the Constitutional Committee, overseeing implementation of the new Constitution adopted by Parliament in May 1996. He served actively as an ANC MP until he joined SARS as Deputy Commissioner in 1998. He was later appointed as Commissioner in November 1999.
In May 2009, in the midst of the global financial crisis and a world-wide recession, he was appointed as Minister of Finance and was given the difficult task of navigating the domestic economy out of turbulence towards fiscal stability and a new growth path.
Pravin has a Bachelor of Pharmacy from the University of Durban Westville along with doctorates honoris causa in Commerce and Law.
Aubrey Matshiqi is a Financial Mail rated political analyst and one of South Africa's most in-demand speakers on the subject of the state of our nation.
He was a senior research associate at the Centre for Policy Studies (CPS) in Johannesburg until March 2011, and was a research fellow at the Helen Suzman Foundation until December 2016. In 2010, he was invited to take up a research fellowship at the Stellenbosch Institute for Advanced Studies (Stias).
Matshiqi is a former Mathematics, Science and English teacher, strategist at the Premier’s Office in Gauteng, as well as spokesperson for the MEC for education in Gauteng. Matshiqi holds a degree in History and English Literature.
Yanis Varoufakis started out teaching economics and econometrics at the University of Essex and the University of East Anglia. In 2000 he became Professor of Economic Theory at the University of Athens, which he resumed in 2017 after a two-year-break.
From 2004 to 2006, Yanis served as economic advisor to George Papandreou, the then prime minister to Greece. On 25 January 2015, Yanis was appointed finance minister by Prime Minister Alexis Tsipras after the election victory of Syriza. He resigned as finance minister on 6 July 2015. In February 2016 he announced the Democracy in Europe Movement 2025, ‘DiEM 25’.
Yanis is the author of several books on game theory. He studied economics in the UK, first at the University of Essex and secondly mathematical statistics at the University of Birmingham. He has a PhD in economics.
Delphine is founder and chief investment officer of Perpetua Investment Managers and has 20 years’ investment experience, having started her investment career as an investment analyst at Old Mutual Asset Managers in 1998.
Delphine joined Allan Gray Limited in 2001 as an analyst and continued to spend almost 11 years at Allan Gray, where she held the positions of portfolio manager and executive director since 2005 and 2006 respectively. In 2012, Delphine left Allan Gray to start Perpetua.
Perpetua is a fundamental, bottom-up investment firm emphasising a proprietary, value-oriented investment approach and investing in funds across South African and global asset classes. Delphine plays an active role in the investment industry through her contribution around regulatory improvements, societal impact of the industry, mentorships, diversity advancement and inclusivity, gender mainstreaming and investment thought leadership.
Delphine is a qualified CA (SA) and CFA charterholder.
David Itzkovits is the chief executive officer of Sanlam Global Investment Solutions (SGIS).
David has been in the financial services industry for 15 years working with top-tier financial institutions, their advisers and clients. Prior to joining SGIS, David worked as regional director of Europe and Canada for Old Mutual (Bermuda) Ltd and was responsible for all business development in these areas. Prior to joining Old Mutual, he was vice president at HSBC Private Bank in New York. He co-managed 75 relationships and a $635 million portfolio of investment, credit and insurance solutions for high net worth clients.
David is a CFA charterholder, and has an MBA from the Ivey School of Business in Canada. He also has a bachelor of science degree from McGill University.
Monica Singer is a chartered accountant (SA) and a fellow of the Institute of Directors. She was the first CEO of South Africa’s Central Securities Depository (CSD), Strate (Pty) Ltd, which she set up in 1998. In 2017 Monica resigned as the CEO of Strate and all related board positions to concentrate on bringing blockchain technology to relevant industries.
In October 2017, Monica was appointed as ‘Creator of Opportunities’ at ConsenSys, an international venture production studio using blockchain technology to build distributed applications on the Etherum world computer. Monica is also a member of the Blockchain Advisory Council.
Monica held numerous board positions and was also involved in a number of charitable organisations. Monica previously worked at the World Bank in Washington DC and was the technical director of the South African Institute of Chartered Accountants (SAICA) from 1990 to 1996.
Lerato Mbele-Roberts is a presenter for BBC World News television and is the host of the weekly television programme 'Africa Business Report'.
Lerato and team form part of the BBC Africa Business Unit, which is responsible for all coverage of economic news output from Africa, for both radio and television. Lerato joined the BBC in 2012.
In that year, she was named a 'New Generation African Leader' by the African Leadership Network. She has participated at the World Economic Forum as a media leader.
She has spoken and moderated televised debates at amongst others the World Economic Forum on Africa; the World Bank & IMF annual meetings; summits of the African Development Bank; the UN Climate Change Summit COP-17; UN's Rio+20.
Lerato is a Chevening Scholar and graduated with an MSc. Development Studies from SOAS at the University of London. Her BA was completed at the University of Cape Town.
Khanyi Nzukuma is the new chief executive of Glacier by Sanlam.
Until his appointment in January 2018, Khanyi was CEO of Momentum Retail, having joined the MMI Group in 2009 as CEO of Momentum Consult and subsequently serving as CEO of Metropolitan Retail.
Khanyi is no stranger to the Sanlam Group, having started at Sanlam in 1994 as a financial adviser and later serving as regional general manager at SFA Gauteng.
He is a Rhodes University graduate with an MBA from the North-West University and a PhD from the University of Johannesburg.
In 2018, after the merger of Graviton and SMM, Carl became CE of the new multi manager. Before joining Sanlam, Carl was the Managing Director of the Barclays Capital and Absa Capital, and Head of Coverage at Absa Wealth. He started his career at Absa Bank in 1995 and during this time he worked at Absa Bank London for two years.
Carl has also gained extensive investment banking and wealth management experience from various deal-making and senior leadership roles with Citibank, Investec and RMB Private Bank. In 1994 Carl was accepted as the first South African to attend the Postgraduate Programme in International Banking and Financial Law at Boston University where he obtained his LLM in International Banking and Financial Law. Carl also has LLB and B.Comm Law degrees from the University of Pretoria.
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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, 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 (Pty) Ltd (“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 i3 Summit is supported by the Financial Planning Institute of Southern Africa (FPI) and qualifies for CPD points.