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

Always good seeing Deon on stage!

🚀 Unleash the Power of Edge Investing: Where Art Meets Science! 🎨📈 Embark on a journey into the dynamic world of "investment edge" as we unravel the art and science behind successful edge investing strategies! 🌐 Join us for an enlightening exploration into innovative approaches, real-life case studies, and the analysis of outcomes that define the realm of edge-centric portfolios. Andre Steyn Steyn Capital Management Register: www.altinvestforum.co.za #EdgeInvesting #FinancialInnovation #InvestmentStrategies #PortfolioAnalysis

🚀 An alternative way to invest offshore that solves conventional problems 🌐 🔍 Traditional offshore investments come with their perks, but they're not without challenges. Navigating complex regulations, high fees, and limited diversification can be daunting. 💸📉 📊💼 We unravel the complexities, clarifying tax matters to ensure a smoother and more transparent investment journey. 💡📈 Capital International Group Ashley Brian Behrmann FSA® David Noon (FPFS, Chartered Financial Planner, CDir) Register at www.altinvestforum.co.za 🌟🌐 #InvestmentEvolution #OffshoreInnovation #FinancialFreedom 🚀💰