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
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
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.