9 & 10 NOVEMBER 2026 | PLETTENBERG BAY
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About

The Annual Exchange is only open to a carefully selected audience and is limited to 85 persons. It is by invitation only and invitations are not transferable. This is our sixth year running the event. The Annual Exchange uses the Chatham House Rule (what is said in the room, stays in the room) for debating a series of industry “unspoken truths”. The Annual Exchange has previously been attended by senior representatives from the asset management, platforms, discretionary fund management and wealth management industries. The event provides an excellent platform for senior members of the industry to interact with their peers in an informal manner.

  • Chatham House Rule

    The Chatham House Rule helps create a trusted environment to understand and resolve complex problems. Its guiding spirit is: Share the information you receive, but do not reveal the identity of who said it.

    The Rule reads as follows:

    “When a meeting, or part thereof, is held under the Chatham House Rule, participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed.”

    The Rule explained

    Meetings do not have to take place at Chatham House, or be organized by Chatham House, to be held under the Rule.

    Any group of individuals in any sector can use the Rule as a pre-agreed guide for running an event, particularly when issues of a sensitive nature are to be discussed.

    In a polarized world, used effectively, the Chatham House Rule helps to bring people together, break down barriers, generate ideas and agree on solutions.

Agenda

Monday, 9 November

Padel
Plettenberg Bay Country Club
14:00

Welcome evening
Down to Earth, Bitou River
18:00

Tuesday, 10 November

Conference
Beacon Island Hotel
08:00

Agenda to be announced soon

2025 AGENDA

Networking Evening
Simon’s Bar, Emily Moon River Lodge

18:00

Accommodation Options

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  • Thanks again for the invitation to one of the highlight events of the year!!! It’s always good to catch up with industry professionals and get to know them on a more personal level. The conference content was exceptional, and both evening functions were next level.

    —Mark Bateman, BMC Wealth

  • It was a great event, from the speakers to the venues and the lovely dinners!

    —Taryn Geyser, 10X Investments

  • I love how you have brought the industry together for 2 days a year and there is such good banter, discussions, connections with industry colleagues and a general relaxed vibe and good energy.

    -Victoria Reuvers, Morningstar

  • It was very enjoyable, both the formal part of the program, but equally the opportunity to engage with so many wonderful industry colleagues in an informal and relaxed manner.

    -Edden Kift, PortfolioMetrix

  • It was a fantastic event, and I now fully understand why everyone looks forward to this annual get-together! The topics were thought-provoking, and the evening events were exceptionally well executed.

    -Bénette Gasson, Catalyst

  • As a first timer at the event, I was very impressed! Thank you for the invitation!

    -Adriaan Pask, PSG Wealth

  • The discussions were insightful and thought-provoking, and I found real value in the openness of the conversation both in the room and on the sidelines.

    -Waseem Abrahams, INN8 Invest