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.

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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.