must-attend

Financial

Industry

even+s

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.

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.

5 | 6 March 2025 CPT

11 | 12 March 2025 SUN CITY

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.

10 JUNE 2025 JHB

12 JUNE 2025 CPT

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.

12 AUGUST 2025 Bloemfontein

14 AUGUST 2025 Potchefstroom

19 AUGUST 2025 Mbombela

21 AUGUST 2025 Pretoria

26 AUGUST 2025 Durban

28 AUGUST 2025 Gqeberha

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.

30 september 2025 cpt

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.

1 October 2025 cpt and digital

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.

26 OCTOBER 2025 VIRTUAL

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.

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.

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Just a brief note to say a massive well done to you and the amazing team you have for putting together two world class events. Each year, the bar just gets higher. I want to compliment your entire team and the attention to detail and effort they go to make us feel prepared, looked after and relaxed. I know that is no easy feat.
Victoria ReuversMorningstar Investment Management South Africa
Well done on all the planning, for setting up an exciting agenda and for once again facilitating an excellent event.It was good to be back at the Investment Forum, thank you for including Foord. I enjoyed the 2 days, it was professional, educational, thought provoking and very engaging. I loved being there.
Heather McCullochFoord
Thank you for a phenomenal conference. I thoroughly enjoyed it. The content was excellent and I really enjoyed connecting with everyone.
Florbela YatesEquilibrium
Thank you to Kevin Hinton and the amazing The Collaborative Exchange team.
Leigh KohlerINN8 Invest
It was such a pleasure attending the #investmentforum2023! I really enjoyed hearing from industry experts who shared insights on an array of investment topics. The theme #butterflyeffect was so appropriate given the challenges facing investors and asset allocators.
Petronella NkobeCoronation Fund Managers
As the #InvestmentForum2023 concludes, we want to thank #TheCollaborativeExchange for another successful event. We extend our gratitude to all the speakers for sharing their insights on various investment topics. It was a pleasure connecting with our industry colleagues, we hope to do this again soon.
STANLIB
I said it at the time, but in my (albeit short) career, the Investment Forum was by far and away the most informative, well-run, professional, and best event I have attended. Thank you again for the opportunity to present, and looking forward to hopefully catching-up again soon / joining further events in the future.
Marcus Pugh-SmithClient Portfolio Manager: Goldman Sachs
The conference was world-class and it was an absolute privilege to present at such a well organised event!
René PrinslooPortfolio Manager: M&G Investments
You are hosting world class events, and I think a couple of steps above anything else in SA. Well done. Thank you for having us.
Wehmeyer FerreiraExecutive Director: 1nvest
From what I experienced first-hand in both CT and JHB and from the feedback I received from others, the conference was world-class. Congratulations to you and your team for a brilliant event. Sygnia is proud to have played a part and we look forward to our future collaboration.
David HuftonChief Executive Officer: Sygnia Group Limited
Just the briefest of notes to say well done and thank you so much for an incredible event. Even I am at a loss for words (doesn’t happen too often) at the sheer professionalism and organization over the three days and my colleague Danni was also impressed at the high standards.
Ant MooreRegional Manager: Franklin Templeton

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The business has arguably the largest database of financial advisor information in South Africa.
info@thecollaborative.co.za

+27 87 898 5490