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Focused squarely on the business of financial planning, The Financial Planning Summit is deisgned for financial advisors that are grappling with succession planning and trying to monetise their practice’s value rather than treating it as a “lifestyle” business. 

In developed countries, financial advisor businesses have been targeted by private equity firms, as they have seen the arbitrage opportunities available to create scale businesses and unlock further value for financial advisory businesses.

The Summit covers the latest developments in the financial planning landscape, and includes keynote presentations from global expert speakers. The agenda is designed to be practical and insightful, with many references to ideas to monetise financial advisor businesses.
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Thanks so much for AWESOME events in CT and JHB! Really enjoyed it! Really appreciate the huge effort that went into making the event a huge success!
Brian du PlessisDirector: Rezco Asset Management
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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info@thecollaborative.co.za

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