The Collaborative Exchange

We are delighted to announce that registration for the 2025 Investment Forum is now open. In celebrating the 15th anniversary of this premier thought-leadership event, it will be returning to Sun City where it all began 15 years ago. The theme of the conference is “Paradox of Choice: Nothing changes. Yet, nothing stays the same”. We live in a period where rapid technological advances outpace our ability to assimilate them. Like a time warp, we see echoes of past bubbles and stock market crashes, all under the guise of “it’s different this time”. Join us on this paradoxical journey! Go to https://lnkd.in/gfseTiw to register. Only open to registered and practicing financial advisers/wealth managers/multimanagers/DFMs. The Collaborative Exchange FUNDHUB.co.za 10X Intermediaries @AllanGray Ashburton Investments Cogence Coronation Fund Managers Curate Investments (ex SA) Equilibrium Foord Asset Management INN8 Invest @InvestmentSolutions Alexforbes M&G Investments Southern Africa @MomentumInvestments Natixis Investment Managers Nomura Asset Management Peregrine Capital PortfolioMetrix PPS Prescient PSG Asset Management Rezco Sarasin & Partners LLP Satrix Schroders STANLIB @SteynCapital Sygnia Asset Management Truffle Asset Management Westbrooke Alternative Asset Management #wealthmanagement #financialadvice #financialplanning #IF2025 #paradox

About to go live with The Financial Planning Summit - a conference all about the BUSINESS of financial planning. Epic content! The Collaborative Exchange FUNDHUB.co.za

Mergers and acquisitions (M&A) provide financial advisory firms with a strategic path to growth by partnering with the right company. The right partner can help expand service offerings, improve efficiencies, and open new markets. When choosing a partner, it’s essential to find one with shared values, complementary expertise, and cultural alignment to ensure synergy and successful integration without compromising your firm’s core identity. Many successful firms have leveraged M&A to combine resources, streamline operations, and enhance client service, driving both efficiency and scale. Peter Armitage @Pieter Bester Marius van der Merwe #FinancialPlanningSummit The Collaborative Exchange

When we launched The Investment Think Tank four years ago, we backed ourselves that if we built great industry content, the audiences will come. The event takes place in towns such as Gqeberha, Durban, Potchefstroom, Nelspruit, Mbombela and now Pretoria. The event has now become an important date in the calendar for financial advisors/wealth managers in these regions. To such an extent, that the event is now fully subscribed with over three weeks still to go. The SOLD OUT sign goes up today and we thank those sponsors that have backed us from day one with this initiative. The Collaborative ExchangeFUNDHUB.co.za Hamilton van BredaMurray Anderson CFP®@StevenAmey Florbela YatesTrisha JorgeMichelle Aspinall Noth, CFACarl LateganRafiq TaylorLeigh KohlerCharles Lombard@AndreSteyn Edden KiftKondi Nkosi Eben KarstenKirsty Wilson, CA(SA)Dr. Fränzo Friedrich

The Collaborative Exchange is pleased to announce that the latest South African Discretionary Fund Management Survey is now published. This is the most comprehensive set of data on the industry including growth of assets, investment performance, TICs, use of active vs passive vs rules based strategies etc. The local market is very well contested (yet fragmented) and has been growing by more than 20% per annum over the past 3 years. 12 Companies participated in the Survey, and we believe that this represents approximately 85% of the industry landscape. The Survey can be purchased by mailing Jason@thecollaborative.co.za The Collaborative Exchange FUNDHUB.co.za #DFMs #assetmanagement NMG Consulting

We look forward to welcoming our delegates and sponsors to Meet the Managers 2024 in Cape Town. 33 varying fund managers covering global and domestic markets in short/concise sessions. Going to be a very interesting day with a post election reflection on how markets will respond to varying political alliances! #thecollaborativeexchange FUNDHUB.co.za #wealthmanagement #financialplanning #MeetTheManagers2024

Leading Insights into The Collaborative Exchange's 2023 DFM Survey. Join us to gain insights into the latest research on South Africa’s DFM landscape. The appointment of DFM’s has grown exponentially over the past number of years, but there is very little qualitative and quantitative data to evaluate this growth. Most references to this sector are anecdotal and possibly over or under-stated. During this webinar, we shed light on this sector and bring a crisp perspective to how DFM’s have actually prospered over the past number of years and the trends we see evidence of. Register: https://lnkd.in/djEnBA-a Kevin Hinton The Collaborative Exchange Amity Investment Solutions @analytics Cogence Equilibrium Glacier Invest 2IP Independent Investment Partners INN8 Invest MitonOptimal South Africa Morningstar Old Mutual Investment Group PortfolioMetrix STRATEGIQ Capital

Yield matters and finding enhanced yields without taking undue credit risk is a complex task. Join us at The Alternative Investments Forum taking place at The Wanderers Club, Johannesburg on the 11 April 2024, where Lebo Thubisi from Alexforbes will be joined by Conrad Wood, Lloyd Harris, Barry Fricke and Conway Williams for a lively panel discussion. They will explore the world of unconventional fixed income investing and dissect alternative strategies to derive high yield. Register now at www.altinvestforum.co.za #thecollaborativeexchange Alexforbes ALUWANI Capital Partners Premier Miton Investors Prescient #alternativeinvestments #fixedincome #yieldcurve

Exploring the role of alternative assets in balanced funds – striking the right balance between stability and growth. 💼📈 #Investing #BalancedFunds #AlternativeAssets #investmentforum2024 We look forward to seeing you in JHB next week. Victoria Reuvers (Sheppard) Bastian Teichgreeber Sandile Malinga Justin Floor, CFA, FASSA Morningstar Prescient Coronation Fund Managers M&G Investments Southern Africa PSG Asset Management https://lnkd.in/diV4A3jf

Always great to know that wealth managers enjoy the efforts of our sponsors and speakers to bring this amazing event to the industry. Thanks for sharing TVC Wealth & Health Managers