location.svg Cape Town - Century City Conference Centre: 4 & 5 March 2026 | Johannesburg - Sandton Convention Centre: 10 & 11 March 2026 location.svg

 

About

The Investment Forum is South Africa’s premier thought leadership event for financial advisors, asset managers, discretionary fund managers, and wealth professionals. Each year, it brings together leading local and international experts to unpack the issues shaping global markets, client portfolios, and the future of financial advice.

In 2026, The Investment Forum returns with a renewed and intense focus under the theme:

The investment future in retrospect: Seeing the unfamiliar in a familiar way

The future often arrives disguised as something unprecedented - AI, geopolitical shocks, inflation and new financial products. At first glance, it feels unfamiliar but look closer, and the echoes of history are clear. Cycles repeat. Human behaviour persists. Innovation often reimagines what already exists.

At the 2026, Investment Forum, delegates will gain the tools to cut through the noise, reframing today’s complexity through the lens of the familiar. The result: Clarity, context, and confidence to advise and invest with greater perspective in an ever-shifting world.

 

Benefits of attending

Gain actionable market intelligence

Connect global trends to local portfolios

Engage with world-class asset managers and economists

Strengthen your advisory edge

Future-proof your investment thinking

Expand your professional network

Earn valuable CPD hours

Access exclusive research and thought leadership

Reignite perspective in a changing investment landscape

Subject matter

  • The countdown to SA’s 2029 elections
  • Big business and government: 2 Years into the formation of the GNU
  • Beyond the Magnificent 7: Global investing in the age of AI and concentration
  • Passive power, active insights: The new frontiers of ETF’s
  • Private, but not exclusive: The changing face of alternative investing
  • Anchored by experience, driven by change: The multi-asset management dilemma
  • How AI is disrupting wealth management and who survives
  • The great rebalancing of global markets
  • Why investors keep forgetting what they have already learned
  • The great convergence between public and private markets
Casette

Contact us

info@theinvestmentforum.co.za

087 898 5490 or 087 809 3793

Monday to Friday: 09:00 - 16:00

Collaborative Exchange