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.

6 | 7 March 2024 CPT

12 | 13 March 2024 jhb

The Alternative Investments Forum brings you the best thought-leadership focusing on alternative assets for attendees in the institutional and retail markets.

11 APRIL 2024 JHB

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.

6 JUNE 2024 CPT

11 JUNE 2024 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.

13 AUGUST 2024 PRETORIA

15 AUGUST 2024 Mbombela

20 AUGUST 2024 Potchefstroom

22 AUGUST 2024 Bloemfontein

27 AUGUST 2024 Durban

29 AUGUST 2024 Gqeberha

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.

9 | 10 OCTOBER 2024 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.

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Third Party Virtual Events

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

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GE+ IN TOUCH

The business has arguably the largest database of financial advisor information in South Africa.