EVEN+S

The business has arguably the largest database of financial advisor information in South Africa. It has also published a number of leading research papers on South African Platforms (Linked Investment Product Suppliers) and Discretionary Fund Managers
About:

MAKE INVESTMENTS GREAT AGAIN

2024 was the year of incipient change: we could all feel it bursting out around the world as election followed election. 2025 is the year we see how things will be – foremost among them the impact of the second Trump presidency on world affairs, culture and the economy. Will there be another “Trump trade”? What is best way for a South African investor to benefit from a Trump presidency…if such a thing can be done? Should investors focus more on preserving capital rather than trying to keep with an increasingly narrow market?

Learning outcomes:
Exploring the role that fiscal policy plays in global economic development

Determining the limits of internationalism in context of global trade, how US interest rates affect South African consumers and whether the only impact is actually on investor behaviour

Investigating how different investment strategies might adapt to changing geo-political conditions and measuring up their respective strengths and weaknesses  

Location: Webinar

Date:

26 February

|

26 February

TIME: 09:30

Register

About:

The financial world has always been defined by paradox: stability amid chaos, innovation within tradition. Over the last 15 years, the investment landscape has been a reflection of this very tension. The fundamentals – wealth, security, growth – are constants, woven into the fabric of human ambition. Yet, the tools we use, the innovations we embrace, and the speed at which we adapt have transformed dramatically.

From bonds and equities to crypto and AI-driven robo-advice, it’s the same melody but played on different instruments. Like a time warp, we see echoes of past bubbles and crashes, all under the guise of “it’s different this time.” And yet, at the heart of it all, the essential human need to preserve wealth and secure the future, remains unchanged.

We live in an era where rapid technological advances outpace our ability to assimilate them. The challenge is not in the change itself but in how we navigate it. The Investment Forum 2025 invites you into this paradoxical journey – a place where past, present, and future converge. It’s not just about embracing change; it’s about understanding that change is the constant that shapes us, whether we drive it or are driven by it.

This theme challenges the industry to reflect on its own evolution while remaining grounded in the fundamentals. It’s a call to action for professionals to acknowledge that while markets, tools, and strategies may shift, the core purpose of financial management remains. Let’s redefine what it means to evolve while standing firm in our purpose, as the world around us spins faster and faster.

Location: Century City Conference Centre, Cape Town

Date:

5 March

|

6 March

TIME: 08:00

Register

About:

The financial world has always been defined by paradox: stability amid chaos, innovation within tradition. Over the last 15 years, the investment landscape has been a reflection of this very tension. The fundamentals – wealth, security, growth – are constants, woven into the fabric of human ambition. Yet, the tools we use, the innovations we embrace, and the speed at which we adapt have transformed dramatically.

From bonds and equities to crypto and AI-driven robo-advice, it’s the same melody but played on different instruments. Like a time warp, we see echoes of past bubbles and crashes, all under the guise of “it’s different this time.” And yet, at the heart of it all, the essential human need to preserve wealth and secure the future, remains unchanged.

We live in an era where rapid technological advances outpace our ability to assimilate them. The challenge is not in the change itself but in how we navigate it. The Investment Forum 2025 invites you into this paradoxical journey – a place where past, present, and future converge. It’s not just about embracing change; it’s about understanding that change is the constant that shapes us, whether we drive it or are driven by it.

This theme challenges the industry to reflect on its own evolution while remaining grounded in the fundamentals. It’s a call to action for professionals to acknowledge that while markets, tools, and strategies may shift, the core purpose of financial management remains. Let’s redefine what it means to evolve while standing firm in our purpose, as the world around us spins faster and faster.

Location: Sun City

Date:

11 March

|

12 March

TIME: 08:00

Register