Agenda

The increasing convergence between public and private markets has created a broader investment universe for meeting investors’ goals. While private markets potentially offer improved  diversification benefits, transparency and liquidity are more constrained than in public markets. Navigating this converging public-private ecosystem requires high-quality data and analytics  capabilities, that enable investors to conduct detailed due diligence and reliably benchmark performance. In financial markets with increased turbulence, what role do private assets play? How do the trends across the investment landscape in the US and other developed markets compare with South Africa and other emerging markets? How does the quality of private market data improve the robustness of client portfolios in meeting specific investment goals? Our panel of experts will tackle these questions and more. 

Despite the breakneck clip of technological advances in finance, clients increasingly value  personalised, human-centric services like goals-based planning and behavioural coaching  from their advisers. In this session, Danielle will first explore what makes these services so  essential to clients and then discuss how advisers can win back precious time with generative  AI to deliver more of what truly matters. Advisers will walk away with an enhanced  understanding of what clients are looking for in an adviser and how AI can be used as a tool to  help them deliver these things without alienating clients.

Financial advisers today must balance serving clients’ evolving needs with mastering powerful  new tools. Genuine concerns, from deciphering complex AI terminology to safeguarding the  adviser–client relationship, lie at the heart of any meaningful conversation on innovation. In  this session, Johan Steyn will address the issues advisers care about most, demonstrate how to  embed AI within a robust business strategy, and provide practical steps to harness technology  responsibly for immediate gains.

We are barely part way through the first year of Trump’s second term in the White House, and it  seems that the perpetual ‘noise’ surrounding his foreign policies, particularly his approach to  import tariffs, shows no sign of abating. It has indeed been a rocky start to the year for investors,  with no let-up in sight. This panel brings together experts from across the globe to deconstruct  the impact to markets in Europe, the US and Asia, along with South Africa. They will cut through  that noise to discuss just what is in store for investors, and how you as advisers can help your  clients overcome their panic and stay the course, despite the headlines.

Life is the greatest adventure, and those who embrace it with courage, resilience, and an insatiable hunger for growth are the ones who thrive. Through the lens of extraordinary expeditions, from the frozen expanse of the South Pole to the unforgiving isolation of the Atlantic Ocean, Peter will share the lessons that define the “Explorer Mindset”.