must-attend

Financial

Industry

even+s

EVEN+S

The Collaborative Exchange is responsible for seven of the most highly regarded annual investment conferences targeted at asset managers and financial advisors alike.

All of these events are considered ‘must-attend’ dates in the South African investment calendar and apart from engaging keynotes, presentations and panel discussions from industry leaders and innovators, presents a key networking opportunity to attendees.

The FundHub Industry Performance Awards celebrates excellence, innovation, and outstanding performance across the financial services industry. Recognising top performers in asset management, these awards highlight those firms and individuals who have demonstrated exceptional dedication to delivering value and success for clients. Each year, the Awards will bring together industry leaders, celebrating their contributions and commitment to advancing the standards of excellence within the financial sector. Through these awards, FundHub continues to inspire and foster a culture of high achievement and integrity in the industry.

8 March 2027 CPT

South Africa’s largest multi-day financial advisor conference catering for more than 1500 delegates, incorporating 40+ presentations and workstreams from 40+ investment professionals across 25+ local and international investment management companies.

10 | 11 March 2027 CPT

16 | 17 March 2027 JHB

Focused on bringing a diverse array of fund managers to the outlying areas of South Africa, The Investment Think Tank is a must-attend event for financial advisors advising clients on their asset allocation and investment management selections.

3 AUGUST 2027 DURBAN

5 AUGUST 2027 GQEBERHA

10 AUGUST 2027 SOMERSET WEST

12 AUGUST 2027 GEORGE

24 AUGUST 2027 BLOEMFONTEIN

26 AUGUST 2027 POTCHEFSTROOM

31 AUGUST 2027 MBOMBELA

2 SEPTEMBER 2027 PRETORIA

Meet the Managers is the premier event for financial advisors looking to gain investment insights from the largest gathering of investment managers in South Africa. The event features ‘TED talk’ style presentations that cut straight to the point, equipping attendees with the knowledge to best advise their clients.

8 JUNE 2027 CPT

10 JUNE 2027 JHB

The Institutional Investment Insights is the ultimate thought leadership platform, uniting institutional and retail participants for immersive discussions on diverse alternative asset categories, from public equity to private debt, and exploring trends like mainstream adoption and innovative portfolio strategies.

2026 DATES TO BE ANNOUNCED

South Africans continue to diversify their wealth beyond borders into developed markets. However, this in itself creates a myriad of other complexities, including an assessment of offshore jurisdictions, cross-border tax, and estate duty planning.

The International Investment Symposium will bring subject matter experts together under one roof to demystify international wealth management.

28 SEPTEMBER 2026 JHB

1 OCTOBER 2026 CPT

6 OCTOBER 2026 VIRTUAL

Focused on unpacking the latest developments in the financial planning landscape, the Financial Planning Summit is the must-attend event for advisors looking to understand the future of financial planning, vertically integrated financial planning practices, driving continued growth and expansion and technological developments.

2026 DATES TO BE ANNOUNCED

In-person and Virtual even+s

The Collaborative Exchange is responsible for five of the most highly-regarded annual investment conferences targeted at asset managers and financial advisors alike.

All of these events are considered ‘must-attend’ dates in the South African investment calendar and apart from engaging keynotes, presentations and panel discussions from industry leaders and innovators, presents a key networking opportunity to attendees.

Contact US

Third Party Events

In addition to our proprietary events we also provide a comprehensive turnkey event management and execution service to the investment industry specifically.

Contact US

Third Party Virtual Events

Using our proprietary virtual event platform we manage a turnkey solution that is geographic agnostic.

Contact US

GE+ IN TOUCH

info@thecollaborative.co.za

+27 87 898 5490