Glacier Investment Summit Free State 2024

21 June 2024

Glacier hosted a world-class Investment Summit in Parys, Free State, on 6 and 7 June, in proud partnership with leading asset managers. The Summit’s focus was on investment intelligence which is the difference between financial advice and success as an investment professional. The Summit, now in its 14^th year, equips financial advisers with knowledge and insights to design world-class, diversified portfolios that ensure the best investment outcomes for their clients.

Day One

• The challenges of the seventh administration
• Panel discussion: How are endowments and guarantees estate planning tools?
• Challenge #1: Loadshedding
• Panel discussion: Is energy (electricity and gas) a drawback in South Africa or an investment opportunity?
• Challenge #2 Logistics and exports
• Panel discussion: How does the logistical bottleneck play out in the selection or non-selection of assetsThe value of some assets such as vehicles, will decrease as they are used and eventually wear out over time. within a portfolio?
• Challenge #3: Mining and exports
• Panel discussion: Is there a future for SA mining companies, and how will the shift to electric vehicles impact on mining platinum group metals (PGMs)?
• Challenge #4: The US elections
• Panel discussion: How is South Africa viewed by global asset managers and why do they select SA stocks or not?
• Panel discussion: Glacier International: Asset swap or feeder fund?
• Panel discussion: Declining inflation, interest rates and the impact on fixed income.

Day Two

• The impact of consolidation in the platform industry and the requirements to survive in a tough, low-margin environment.
• The importance of re-platforming in the linked investment industry.
• Risk profiling as an important aspect of TCF
• Challenge #5: The farming sector
• Panel discussion: How do agricultural policy and headwinds in this sector impact other sectors and the selection of assetsThe value of some assets such as vehicles, will decrease as they are used and eventually wear out over time. in a fund?
• Pitfalls in calculating the pre-98, tax-free benefit of state-owned enterprises (SOEs) and municipalities.
• Panel discussion: Is property an asset class that should be included in multi-asset portfolios?
• Panel discussion: How do we prevent breaking bad? TCF & the Code of Conduct, Fraud and Party Due Diligence.