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PLEASE NOTE

The next i3 Summit is scheduled for Thursday
30 July 2015.
Registration to open early 2015.

i3 Summit Speakers

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Thabo Mbeki

President Nelson Mandela appointed Thabo Mbeki as his Deputy President for the duration of the period of the first democratic government from 1994 to 1999. Thereafter Mbeki was elected President of SA and served in this position until he resigned in 2008. As President of the Republic he presided over the longest period of economic growth in SA since the Second World War and championed poverty reduction programmes. Mbeki vigorously encouraged women’s empowerment, gender equality and national unity to advance the objectives of the South African Constitution.​

Mbeki led the campaign of the South African government and the national soccer leadership which persuaded FIFA in 2004 to conclude that the 2010 Soccer World Cup should take place in SA. In 2002, Mbeki served as the founding Chairperson of the African Union (AU) where he pioneered the establishment of the New Partnership for Africa’s Development (NEPAD); initiated the establishment of the IBSA (India, Brazil, South Africa) Dialogue Forum and served as Chairperson of the Non-Aligned Movement (NAM). He spearheaded the process which placed Africa’s challenges firmly on the global agenda positioning SA as an important global player, and successfully helped to establish the vision of an African Renaissance as a uniting African objective.

Mbeki contributed to and led many of Africa’s initiatives to end various conflicts. These included Liberia, Côte d’Ivoire, the Democratic Republic of Congo, Lesotho, Zimbabwe, Burundi, and Comoros. Since his retirement, he has, at the request of the AU, led two panels mandated to help Sudan resolve its various challenges.

In 2010, he established the Thabo Mbeki Foundation and the Thabo Mbeki African Leadership Institute focused on the achievement of the goals of the African Renaissance.

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Dr Philippa Malmgren (International keynote speaker)

Dr. Philippa Malmgren helps companies, investors , public audiences and policymakers better understand how risk and prices will move across the economic landscape. She connects the dots, bringing together insights about markets, politics, policy and geopolitics that signal important and investable trends. The clients of DRPM Group include many investment banks, fund managers and hedge funds as well as Sovereign Wealth Funds, pension funds, global corporations and family offices. She has an especially strong view on the importance of manufacturing in modern economies and is a part owner and on the board of a robotics and manufacturing firm in the UK that builds non-weaponized drones.

She was the Deputy Head of Global Strategy at UBS and the Chief Currency Strategist for Bankers Trust. She headed the Global Investment Management business for Bankers Trust in Asia.

She has a B.A. from Mount Vernon College and a M.Sc. and Ph.D. from the London School of Economics. She completed the Harvard Program on National Security and has a certificate from the 101st Airborne Division’s Sabalauski’s Air Assault School. In 2013, she was the keynote speaker for the London School of Economics graduation ceremony.

She is a member of the Council on Foreign Relations, Chatham House, The Institute for International Strategic Security and The Royal Geographical Society. ​

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Caroline da Silva

Caroline Da Silva was appointed by the Minister of Finance to the Deputy Executive Officer position at the FSB in September 2013. In this role Caroline is the Registrar of Financial Services Providers and supervises all FSPs across all of the relevant sectors. She is also responsible for Consumer Education.

Prior to this appointment Caroline worked in the insurance industry for the last 27 years holding various positions in both the broking and underwriting disciplines as well as within the insurance industry association. She resigned as an Executive of Mutual and Federal Insurance company where she headed up Sales, to join the FSB since she felt her entire career had been leading to this particular point.

Throughout the 27 years in the industry Caroline was always actively involved in Regulation. She sat on various boards appointed by various Ministers including two FSB Advisory Boards. She was appointed to the FAIS Advisory Board 10 years ago so is not new to the FAIS environment. ​

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Professor Steve Burgess

Professor Steven Michael Burgess is Director of the Nelson Mandela Metropolitan University Business School and Professor of Marketing. He was previously the long-time Research Director and Professor of Business Administration in Marketing in the Graduate School of Business at the University of Cape Town and the Association of Marketers Professor of Marketing in the University of the Witwatersrand.

He was one of five people who represented President Mandela’s new government on its first trade mission to the USA in 1994 and has held positions of major responsibility in business as Managing Director of Autopage Cellular in the Altron Group, ConsumaData (now part of Experian South Africa) and as a senior marketing executive at Johnson & Johnson.

Professor Burgess is an acknowledged thought-leader for his research on marketing and management in the emergent markets context, which is published and cited frequently in respected journals and textbooks around the world. He has published five books.

He is the recipient of several awards, including the first-ever Marketing Science Institute Visiting Scholar Award by the Marketing Science Institute (Boston, USA), the Ohio State University’s Fisher College of Business International Alumni Award for lifetime contributions to marketing in South Africa and the USA, and the Millennium Merit Certificate from the South African Association of Marketers. In 2013, he received the Golden Star Educational and Academic Excellence Award for Outstanding Contributions to Marketing Education at the World Marketing Summit in Malaysia.​

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Nicolette Rubinsztein

Nicolette Rubinsztein joined Colonial First State in 2001. Colonial First State is the wealth arm of Australia’s largest bank and is the largest retirement provider in Australia. She is currently responsible for developing the retirement and advocacy strategies. She was General Manager, Strategy for more than 10 years.

Nicolette is a qualified Actuary, holds an MBA from the Australian Graduate School of Management, is a Graduate of the AICD and holds a Bachelor of Business Science (Hons) from the University of Cape Town.

Nicolette has been on the ASFA Board for the last 6 years, the main industry body for superannuation. She was a recipient of the inaugural IFSA Excellence Awards. She is currently chair of the ASFA Super System Design Council and the ASFA Member Services Committee.

Prior to joining Colonial First State, Nicolette was Vice President, Head of Product Management at BT Financial Group. Before that she was a Consultant with Towers Perrin.​

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Stewart Cazier

Stewart Cazier has over twenty-six years’ experience in investment, general and life assurance businesses in finance, operations and distribution roles.

He started his career with a brief spell in the French construction industry at Bouygues before qualifying as an accountant at Eagle Star in the UK in 1991. He then joined a life assurance start up at NatWest Bank where he established the financial accounting function before becoming financial controller of the Regulated Sales force, leading a radical overhaul of the business. Following this, he joined Norwich Union in 1996 to manage the logistics of their demutualisation, after which he become Chief Operating Officer of Norwich Union Investment Funds, a mutual funds business. In 2001 he helped to establish the retail business of New Star as Joint Managing Director which was subsequently acquired by Henderson Global Investors where he became Managing Director of Global Distribution. Stewart has recently joined Old Mutual Wealth as Chief Operating Officer of Distribution.

Stewart has played a leading role in many UK industry initiatives and sat on the FSA working group, which developed the original RDR proposals eventually implemented at the beginning of 2013. He chairs the retail committee of the principal UK trade body – the Investment Management Association – and so is at the centre of many regulatory developments for the UK mutual funds industry. He also founded some joint venture asset management companies with leading UK advisory networks.

Away from work, Stewart is an enthusiastic motorcyclist with track and road bikes and also enjoys golf when he can escape the demands of his four children.​

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David Ferguson

Born & bred in Edinburgh and with a geeky interest in technology from a very early age, the formative years of David’s career were spent as a trainee actuary with Life Association of Scotland before stints with Ivory & Sime, Scottish Life International and strategic consultancy The Abacus.

Having concluded that the prevailing business wasn’t fit for human consumption, David embarked on a mission to create the UK’s first crowdfunded and genuinely collaborative platform which resulted in the creation of Nucleus in 2006. He remains immensely proud to lead the small team that has made Nucleus a credible and refreshing market participant, particularly at a time when honesty and accountability have never mattered more.

David lives with his wife Monique and daughter Nicole in Edinburgh, and enjoys dining in, dining out, live music and following the city’s 2012 Scottish Cup winning Heart of Midlothian FC.​

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David Gluckman

David Gluckman is an executive committee member within Sanlam Employee Benefits. He is the executive charged with the retirement fund industry reform responsibilities on behalf of Sanlam Employee Benefits. ​

A qualified actuary, David began his career at Liberty Life in 1988. In 1992, he became an actuary in the Group Benefits Consultancy at Liberty Life, before being appointed as a management consultant for Liberty’s Specialised Corporate Consulting in 1995. ​

In 1998 he founded Oracle Employee Benefits, and held the position of an executive director. The company’s name was changed to Simeka Employee Benefits in 2000 and he took on the position of managing director. Under his leadership, Simeka grew into one of the leading players in the retirement fund industry. In 2005 Simeka acquired Sanlam Consultants & Actuaries and was rebranded.​

In 2007, Sanlam bought out the majority shareholders in Simeka Consultants & Actuaries, and David transferred into Sanlam Employee Benefits as managing director of the newly formed Sanlam Umbrella Solutions division. ​

David obtained a Bachelor of Science from UCT in 1987, majoring in statistics. He became a Fellow of the Faculty of Actuaries in Edinburgh in 1991 and also obtained a diploma in Retirement Fund Management from the Insurance Institute of South Africa in 1997. He is currently a member (previously convener) of the Actuarial Society’s Social Security committee. He has also served as a member of the Actuarial Society’s Retirement Matters and Surplus Committees. ​

Gluckman is married with three children. Chess is one of his passions. He was South African chess champion in 1988 and 1995, was South Africa’s first ever International Master at chess in 1993 and a member of the national team at six World Chess Olympiads between 1992 and 2014.​

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Jean Lombard

Jean qualified as an actuary in 2003 and has been in the financial services industry for the past 16 years. He was appointed Head of Business Integration & Research at Glacier by Sanlam in 2009. Prior to joining Glacier, he worked on various strategic projects within Sanlam Personal Finance and has held senior roles at Sanlam Multi Manager International and Sanlam Personal Portfolios. His key responsibility at Glacier is to ensure that the company has appropriate solutions with which to serve the affluent market as well as the necessary advice strategies and tools through which to deliver these solutions to the market. In addition, he provides strategic leadership to the well-known Glacier Research team, the Marketing team as well as the Fiduciary Service function.

Jean is passionate about clients and their financial well-being as well as the financial services industry in general and has been representing Sanlam on the Disclosure Sub Committee of The Association for Savings and Investment South Africa (ASISA) since 2012. He has also been part of the core team responsible for the implementation of Treating Customers Fairly throughout Sanlam and in particular within Glacier by Sanlam.

Jean is a member of the Actuarial Society of South Africa and a fellow of the Institute and Faculty of Actuaries in the UK. ​

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Alwyn van der Merwe

Alwyn van der Merwe was appointed director of investments at Sanlam Private Wealth (SPW) in May 2007. Alwyn, who also sits on SPW’s executive committee and board, has 23 years of experience in financial services and is well known for his successes as a fund manager for various leading unit trust funds.​

He began his career at Old Mutual Investments and subsequently moved to Old Mutual Asset Management where he was involved in a wide range of investment activities. He was part of the team that launched the Old Mutual Equity Fund in Namibia and also ran the Old Mutual Shareholders’ Fund and the Old Mutual Balanced Fund, both of which are unit trust funds. On the pension fund side, he was responsible for the management of third-party balanced funds. As a voting member of the Asset Allocation team he was co-responsible for the asset allocation decisions for third party funds managed by Old Mutual Investment Group. ​

Alwyn acts as the custodian of the SPW investment philosophy, is responsible for the investment process and research at SPW and the performance of the model portfolios. He works very closely with SPW’s team of portfolio managers to ensure client performance in line with their risk appetite.

Alwyn has a BCom, an Honours degree in Economics and a MBA from the University of Stellenbosch.​

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Anton Gildenhuys

As chief executive of SPF Actuarial, Anton Gildenhuys is responsible for the actuarial function of Sanlam Personal Finance (SPF), a business unit in the Sanlam Group focusing on the retail market in South Africa.

Anton was a Sanlam bursary student and joined Sanlam in January 1997. He was subsequently appointed to the positions of valuations actuary, development actuary, head of Product Development and chief executive of SPF Strategic Business Development.

Anton is a qualified actuary. He is married with three children and in his spare time, he thoroughly enjoys wildlife and the outdoors.​

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