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ABOUT THE SUMMIT

Unscripted – The future of advice has no boundaries

This is a summit you won’t want to miss. We’re breaking away from the expected to bring you a bold, engaging, and truly interactive experience – one that puts real conversations and real people at the centre.
OUR LEVEL 1 PARTNERS

AGENDA & SPEAKERS

07:30 - Arrival & Registration

08:40 - Welcome, opening comments & introduction

Master of Ceremonies:
MacFarlane Moleli
TV Presenter & Radio Host
Speaker:
Ronald King
FIA President

Head: Public Policy and Regulatory Affairs:
PSG Wealth

08:50 - An unscripted interview

  • Exploring how leading advisory businesses are positioning themselves for long-term success
  • Practical approaches to succession planning and attracting the next generation of talent
  • How firms are embracing AI and emerging technologies to future-proof their models *Insurer plug in
  • While brokers are adapting on the frontlines, insurers are playing a pivotal role behind the scene - investing in digital infrastructure, driving risk innovation, and increasingly, forging deeper alliances with the intermediary space
  • Some are going even further: Acquiring or investing in advisory firms to secure distribution, gain data insights, and be closer to the client conversation. What’s driving this shift?

Panellist:
Andrew Coutts
CEO: Hollard Insure
Panellist:
Guy Royston
MD: Marsh
Panellist:
Fanus Coetzee
CEO: Santam Broker Solutions
Panellist:
Dawie Roodt
Chief Economist & Director:
Efficient Group
Moderator:
Henriette Senekal
FIA Chair: Non-Life Executive

Chief Executive: PSG Short Term Administration

09:30 - One of the fastest men alive

An inspiring conversation with Akani Simbine, one of the fastest men alive, as he shares his journey, mindset, and legacy β€” in conversation with MacFarlane Moleli. A powerful session on speed, purpose, and staying ahead of the game.

Guest Speaker:
Akani Simbine
South African Sprinter
Master of Ceremonies:
MacFarlane Moleli
TV Presenter & Radio Host

10:10 - Comfort break and exhibition activations​

10:50 - Stronger together: Collaborating across the insurance value chain​

  • Rethinking the collaborative roles of brokers, insurers, and reinsurers in designing and pricing products
  • The impact of limited capital and rising volatility on the availability and affordability of cover
  • Safeguarding product innovation and market relevance in a disrupted environment
  • How collaboration fuels competitiveness and responsiveness to shifting client expectations

Panellist:
Robert Attwell
CEO: Discovery Insure
Panellist:
Themba Sibiya
Executive Manager – Stakeholder Management: Sasria SOC Ltd
Panellist:
Justin Naylor
CEO: iTOO
Moderator:
ButΕ‘i Tladi
FIA Director
CEO: Alexforbes Corporate

11:30 - Regulation in real life: What happens when policy meets people

  • An honest conversation with the Chief Ombud (CEO) of the Ombud Council, on what trends and issues are surfacing
  • Insights into how policy decisions are impacting real clients and advisory outcomes

Panellist::
Leanne Jackson
Chief Ombud (CEO): Ombud Council
Panellist:
Ronald King
FIA President
Head: Public Policy & Regulatory Affairs:
PSG Wealth

12:00 - How black entrepreneurial role models are tackling the market

  • Lessons from advisors successfully tapping into underserved market segments
  • Navigating the cultural and economic divide between blue-collar and white-collar clients

Panellist:
Graham Easton
Divisional Executive for Research & Insights: Liberty Group
Panellist:
Mark Davids
Founder & Managing Director: Motswedi Economic Transformation Specialists
Panellist:
Khaya Sithole
Founder: Corusca Consulting
Moderator:
Nishan Pillay
MD – Employee Benefits: ASI

12:30 - Lunch break and exhibitions

13:30: A prΓ©cis on artificial intelligence

  • How AI is transforming the financial services value chain - what’s real and what’s hype
  • Exploring the balance between algorithmic insight and human judgment
  • Opportunities for innovation vs. the risks of automation

Panellist:
Lizelle van der Merwe
CEO: FIA
Panellist:
Howard John
Business Enablement Director: PG Glass
Panellist:
Christopher Appanah
General Legal Counsel & Partner Principal: iTOO
Panellist:
Carolyn Thompson
Executive – Product Underwriting Pricing Retail
OMI
Moderator:
Theoniel McDonald
FIA Chair: Financial Planning Exco
Head of Financial Planning:
Carmel Wealth
Senior Advisor:
Wealth Associates

14:00 - Survival, scale, and shifting ground: What’s next for the insurance market

  • Market consolidation, regulatory pressure, and reinsurance costs - what’s driving change?
  • How these forces are reshaping access, affordability, and market sustainability
  • Who’s best positioned to thrive - and what needs to evolve to stay client-centric

Panellist:
Dr. Reitumetse Mpholle
Senior Manager – Consumer Insights & Research: Auto & General
Panellist:
Pieter Erasmus
Executive Sales & Distribution: Momentum Insure
Panellist:
George Martin
National Sales Manager: Renasa
Panellist:
David Kop
Co-founder & Director: FI Consult
Moderator:
Dr Nolwandle Mgoqi
CEO: AON South Africa

14:40 - Comfort break and exhibition activations

15:00 - Beyond benefits: Empowering brokers in the future of sustainable, person-centered healthcare cover

  • Achieving balance between cost and coverage in a high-inflation healthcare landscape
  • The growing importance of wellness and preventative care in long-term risk management
  • Leveraging data and technology to personalise health care offerings
  • Rethinking the provider's role - from claims-payer to care partner

Panellist:
Babalwa Sihele
Advisor Channel, Sales Manager: Bestmed
Panellist:
Dr Ayanda Mbuli
CEO:
Private Health Administrators (PHA)
Panellist:
Yashtil Moodley
Analyst:
Discovery Health Risk Intelligence
Moderator:
Gregory Setzkorn
Vice President
Director: Setzkorn Harvey Dodds & Associates Pty Ltd

15:40 - Empowering the next generation of financial advisors by leveraging the changing educational landscape

Speaker:
Dr Kershen Pillay
CEO: GIFS
Master of Ceremonies:
MacFarlane Moleli
TV Presenter & Radio Host

15:55 - The youth segment

  • Understanding how Gen Y, Gen Z, and millennials are approaching financial planning
  • A fresh take on who influences them - and what they expect from their advisors

Panellist:
Conrad Spedding
Junior Financial Advisor: KPC Brokers
Panellist:
Luvhani Makoni
Lead Specialist – Investment Propositions: Standard Bank Group Investments
Panellist:
Cliff Mathikhi
Para-planner: Wealth Associates
Moderator:
Kevin Hinton
Director: The Collaborative Exchange

16:25 - Closing remarks

Master of Ceremonies:
MacFarlane Moleli
TV Presenter & Radio Host
Speaker:
Lizelle van der Merwe
CEO: FIA

16:30 - Networking

OUR LEVEL 2 PARTNERS

DON'T MISS OUT, BOOK YOUR SEAT NOW

LOCATION & DIRECTIONS

Have any questions for us?

Fill in the form or give us a call and we will get back to you as soon as possible
Thulani Mokwane

+27(0) 66 258 1348

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