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PLEASE NOTE

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

Annual Investment Conference

Sanlam Investments and Glacier by Sanlam are proud to host their first ever I3 Summit – a new force in investment thinking where the best minds in South Africa will get together to address the topic of Surviving and Thriving amid Geopolitical and Regulatory Change.

Johannesburg on Thursday 18 September 2014

Sanlam Investments is one of South Africa’s largest investment management companies, offering a comprehensive range of client-focused investment solutions to end-investors, intermediaries and larger institutions. Their comprehensive investment offerings include both passively and actively managed unit trusts, hedge funds and segregated and pooled retirement funds along the asset class and risk/return spectrum.

Glacier by Sanlam brings together niche experts and respected financial services companies to meet wealth management needs. Together with financial intermediaries they offer financial expertise, transparency and flexibility through their discretionary, retirement, international, stockbroking, estate planning/wills/trusts, personal and short term insurance solutions.

Speakers

Thabo Mbeki

Thabo Mbeki

South African President - June 16, 1999 – September 24, 2008

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Dr Philippa Malmgren

Dr Philippa Malmgren

Dr. Philippa Malmgren helps companies, investors , public audiences and policymakers better understand how risk and prices.

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Caroline da Silva

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.

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Professor Steve Burgess

Professor Steve Burgess

Professor Steven Michael Burgess is Director of the Nelson Mandela Metropolitan University Business School and Professor of Marketing.

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Nicolette Rubinsztein

Nicolette Rubinsztein

Nicolette Rubinsztein joined Colonial First State in 2001. Colonial First State is the wealth arm of Australia’s largest bank.

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Stewart Cazier

Stewart Cazier

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

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David Ferguson

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

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David Gluckman

David Gluckman

David Gluckman is an executive committee member within Sanlam Employee Benefits.

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Jean Lombard

Jean Lombard

Jean qualified as an actuary in 2003 and has been in the financial services industry for the past 16 years.

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Alwyn van der Merwe

Alwyn van der Merwe

Alwyn van der Merwe was appointed director of investments at Sanlam Private Wealth (SPW) in May 2007.

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Anton Gildenhuys

Anton Gildenhuys

As chief executive of SPF Actuarial, Anton Gildenhuys is responsible for the actuarial function of Sanlam Personal Finance.

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Agenda

8:00 Registration and refreshments
8:30 Opening Johan van der Merwe; CEO Sanlam Investments
8:45 Investable trends – a shifting landscape Dr Philippa Malmgren; President and founder of Principalis Asset Management
9:45 Using consumer research to win more affluent and middle market clients Prof Steve Burgess; Director at NMMU Business School and Professor of Marketing
10:30 Tea
11:05 The impact of retirement reform on advisers Facilitated by Anton Gildenhuys, Head of Actuarial at Sanlam Caroline da Silva, Head: FAIS Division at the FSB with David Gluckman from Sanlam Employee Benefits
11:50 Spotting the opportunities that come with regulatory change and reaping the rewards Nicolette Rubinsztein, GM, Retirement and Advocacy at Colonial First State (Australia)
12:30 Lunch
13:30 The future of financial advice Panel discussion facilitated by Nicolette Rubinsztein, (Australia) Stewart Cazier; Henderson (UK) David Ferguson; Nucleus (UK) Jean Lombard; Glacier by Sanlam (SA) Mark Duff; Sanlam Investments (SA)
15:00 Tea
15:20 African Renaissance Thabo Mbeki; Former-President of South Africa
16:00 The captains’ view What are the captains of industry’s view on the economy, global trends and their industry? What are the sector opportunities and challenges? Panel discussion facilitated by Alwyn van der Merwe, CIO at Sanlam Private Investments The panel is to be confirmed
17:00 Closing Cocktails Johan van der Merwe; CEO Sanlam Investments

Venue

Address:

Hyatt Regency Johannesburg

191 Oxford Road, Rosebank
Johannesburg, South Africa, 2132

Telephone:

+27 11 280 1234

Hyatt

Directions

From Johannesburg CBD:

Distance

  • Johannesburg City Centre – 6 km
  • Constitution Hill – 5 km

Directions

  • Take M1 north towards Pretoria
  • Exit Corlett Drive (after 11th Avenue) and turn left
  • Turn left into Oxford Road
  • Turn right into Bierman Avenue
  • Hyatt Regency Johannesburg is immediately on your left

From Pretoria:

  • Take N1 south
  • Continue towards Johannesburg on M1
  • Exit Corlett Drive (after Corlett Drive & Athol-Oaklands off-ramp) and turn right
  • Turn left into Oxford Road
  • Turn right into Bierman Avenue
  • Hyatt Regency Johannesburg is immediately on your left

From Sandton:

Distance

  • Sandton CBD – 5 km

Directions

  • Take Rivonia Road in a southerly direction - this will become Oxford Road
  • Turn right into Bierman Avenue
  • Hyatt Regency Johannesburg is immediately on your left

From O.R. Tambo International Airport:

Distance

  • Johannesburg International Airport (O.R. Tambo) – 25 km
  • Taxi from O.R. Tambo – approximately 45 minutes

Directions

  • Take R24 towards Johannesburg
  • Follow N3 / N12 south
  • Take M2 west towards Bloemfontein
  • Take M1 north towards Pretoria
  • Exit Corlett Drive (after 11th Avenue) and turn left
  • Turn left into Oxford Road
  • Turn right into Bierman Avenue
  • Hyatt Regency Johannesburg is immediately on your left

Gautrain (High Speed Train)

From O.R. Tambo International Airport take the Gautrain (every 12 minutes from 05:30 to 08:30 and 16:00 to 19:00 and every 15 minutes from 08:30 to 16:00 and 19:30 and 20:30, last train leaves the airport at 20:30) to Sandton Station where you may take a taxi to hotel or alternatively change trains to Rosebank Station which is a 100 meters from Hotel entrance. The trip from the airport to Sandton is 14 minutes long and to Rosebank is an additional four minutes.

Fees

  • O.R. Tambo International Airport - Rosebank station, R125.00
  • O.R. Tambo International Airport – Sandton, R115.00
  • Sandton – Rosebank, R20.00

Distance

From O.R. Tambo International Airport:

Distance

  • Johannesburg International Airport (O.R. Tambo) – 25 km
  • Taxi from O.R. Tambo – approximately 45 minutes

Directions

  • Take R24 towards Johannesburg
  • Follow N3 / N12 south
  • Take M2 west towards Bloemfontein
  • Take M1 north towards Pretoria
  • Exit Corlett Drive (after 11th Avenue) and turn left
  • Turn left into Oxford Road
  • Turn right into Bierman Avenue
  • Hyatt Regency Johannesburg is immediately on your left

Gautrain (High Speed Train)

From O.R. Tambo International Airport take the Gautrain (every 12 minutes from 05:30 to 08:30 and 16:00 to 19:00 and every 15 minutes from 08:30 to 16:00 and 19:30 and 20:30, last train leaves the airport at 20:30) to Sandton Station where you may take a taxi to hotel or alternatively change trains to Rosebank Station which is a 100 meters from Hotel entrance. The trip from the airport to Sandton is 14 minutes long and to Rosebank is an additional four minutes.

Fees

  • O.R. Tambo International Airport - Rosebank station, R125.00
  • O.R. Tambo International Airport – Sandton, R115.00
  • Sandton – Rosebank, R20.00

From Sandton:

Distance

  • Sandton CBD – 5 km

Directions

  • Take Rivonia Road in a southerly direction - this will become Oxford Road
  • Turn right into Bierman Avenue
  • Hyatt Regency Johannesburg is immediately on your left

From Johannesburg CBD:

Distance

  • Johannesburg City Centre – 6 km
  • Constitution Hill – 5 km

Directions

  • Take M1 north towards Pretoria
  • Exit Corlett Drive (after 11th Avenue) and turn left
  • Turn left into Oxford Road
  • Turn right into Bierman Avenue
  • Hyatt Regency Johannesburg is immediately on your left

From Pretoria:

Directions

  • Take N1 south
  • Continue towards Johannesburg on M1
  • Exit Corlett Drive (after Corlett Drive & Athol-Oaklands off-ramp) and turn right
  • Turn left into Oxford Road
  • Turn right into Bierman Avenue
  • Hyatt Regency Johannesburg is immediately on your left
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