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Events
Simplicity, intelligently designed: Glacier Invest Summit 2026
Simplicity isn’t the absence of complexity.
It’s the masterful reduction of it.
At Glacier Invest, every portfolio is deliberately designed, meticulously refined, and intelligently simplified. What advisers and their clients experience is clarity. What sits behind it is rigorous design thinking applied to investment management.
The Glacier Invest Summit 2026 brought together advisers and industry leaders to explore the ideas shaping better investment outcomes. From geopolitics and AI to diversification, portfolio construction and leadership, delegates gained practical insights to navigate an increasingly complex world with confidence. Guided by our philosophy, Simplicity, intelligently designed, the summit demonstrated how expert investment thinking, innovative technology and strong partnerships help transform complexity into clarity and empower advisers to deliver better outcomes for their clients.
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The world is changing: How have we?
Zeenat Patel | Head of Investment Solutions | Glacier Invest
The Glacier Invest Summit 2026 opened with a thought-provoking address from Zeenat Patel, who explored how the investment landscape has evolved and how Glacier Invest has responded to meet the changing needs of advisers and investors. She reflected on the accelerating pace of global change, the growing role of technology and the increasing complexity facing advisers. The session set the tone for the day, reinforcing that better client outcomes are achieved not by avoiding complexity, but by designing intelligent solutions around it.
Inside our investment engine
Niël Hougaard | Head of Hybrid Solutions | Glacier Invest
Niël Hougaard took delegates behind the scenes of Glacier Invest’s investment engine, unpacking the disciplined processes and rigorous governance that underpin its investment solutions. He demonstrated how robust research, careful manager selection and a long-term investment philosophy combine to create portfolios that are both sophisticated and practical. The session highlighted how complexity is intentionally simplified through thoughtful portfolio construction, giving advisers greater confidence in the solutions they recommend. It provided valuable insight into the expertise that powers Glacier Invest’s investment offering and the role intelligent design plays in delivering consistent outcomes for clients.
Dawn of the age of geopolitics
Erik Nel | Chief Investment Officer | Terebinth in partnership with Amplify
Erik Nel explored the growing influence of geopolitics on investment markets, illustrating how global events have become central to investment decision-making. From shifting power dynamics and trade relationships to conflict and policy changes, he unpacked the forces reshaping economies and capital markets around the world. Delegates gained valuable perspective on navigating uncertainty and understanding the broader themes driving investment opportunities. The session reinforced the importance of looking beyond short-term market noise and maintaining a disciplined, globally informed approach to portfolio construction.
Beyond the hype: Where AI creates opportunities for advisers
Rob Macdonald | Financial Planning Coach
Rob Macdonald challenged delegates to look beyond the excitement surrounding artificial intelligence and focus on its practical value for financial advisers. Rather than replacing advisers, AI was positioned as a powerful tool that can improve efficiency, enhance client engagement and free up more time for meaningful conversations. The session highlighted how technology can strengthen advice when combined with human judgement, empathy and trusted relationships. Delegates left with practical ideas for incorporating AI into their businesses while keeping the client firmly at the centre of every interaction.
What does diversification actually look like?
Jaco-Chris Koorts | Portfolio Manager | Glacier Invest
Jaco-Chris Koorts unpacked one of investing’s most enduring principles by exploring what meaningful diversification looks like in today’s increasingly interconnected markets. Moving beyond traditional asset allocation, he examined the importance of diversification across regions, sectors and investment styles to improve portfolio resilience. The session encouraged advisers to think more broadly about risk and opportunity while remaining focused on long-term outcomes. Delegates gained practical insights into building portfolios designed to navigate changing market conditions without losing sight of clients’ financial objectives.
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The Great Rotation: Is capital finally moving beyond the US?
Rehana Khan | Co-Head of SA Equity & Multi-Asset | Ninety One
Rehana Khan explored one of the key questions facing global investors: is capital beginning to shift beyond the United States? Drawing on global market trends, valuations and economic developments, she examined whether changing conditions are creating new opportunities across international markets. The discussion challenged delegates to reconsider long-held assumptions about global investing and highlighted the importance of maintaining a diversified perspective when constructing portfolios. The session reinforced that broadening investment horizons may be key to identifying future sources of long-term growth.
Building a balanced portfolio in 2026: Where we’re investing
Karl Leinberger | Chief Investment Officer | Coronation
Karl Leinberger shared Coronation’s current investment thinking and the principles guiding portfolio positioning in 2026. He explored where the team is identifying value across local and global markets while balancing opportunity with risk in an uncertain environment. The session highlighted the importance of maintaining conviction, remaining valuation-driven and constructing portfolios that are resilient through changing market cycles. Delegates gained valuable insight into how disciplined investment thinking and thoughtful asset allocation continue to support long-term investment success.
CIO Debate
Karl Leinberger, Horatius Maluleka and Erik Nel
Facilitated by Paul Wilson
The CIO Debate brought together three leading investment minds for an engaging discussion on the forces shaping today’s investment landscape. Covering geopolitics, market valuations, portfolio construction and the global economic outlook, the panel offered diverse perspectives on navigating complexity while remaining focused on long-term investment outcomes. The debate encouraged delegates to challenge assumptions, consider different viewpoints and appreciate the value of disciplined thinking when making investment decisions. It was a fitting reminder that robust discussion often leads to stronger investment conviction.
Keynote
John Smit | Former South African rugby captain
John Smit delivered an inspiring keynote on leadership, resilience and the power of teamwork. Drawing on experiences from his rugby career, he shared valuable lessons on leading under pressure, building trust and creating high-performing teams. His stories demonstrated that lasting success is built on preparation, shared purpose and the ability to adapt when circumstances change. The keynote resonated strongly with delegates, reinforcing that many of the qualities required for exceptional leadership are equally relevant to business, investing and life.
Keynote Q&A facilitated by Zeenat Patel
In a candid conversation with Zeenat Patel, John Smit reflected further on the leadership principles explored during his keynote. The discussion offered deeper insight into navigating uncertainty, fostering resilience and creating environments where individuals and teams can thrive. Delegates gained additional perspectives on leadership, decision-making and personal growth through honest reflection and engaging conversation. The session reinforced that the most valuable lessons often emerge through dialogue and shared experience.
Closing
Zeenat Patel | Head of Investment Solutions | Glacier Invest
Closing the Glacier Invest Summit 2026, Zeenat Patel reflected on the themes that had shaped the day; from navigating geopolitical uncertainty and embracing technology to constructing resilient portfolios and leading with purpose. She reinforced the importance of broadening perspective, fostering meaningful partnerships and remaining focused on delivering better client outcomes. Bringing the event full circle, she reminded delegates that Simplicity, intelligently designed is more than a value proposition; it is a philosophy that guides how Glacier Invest transforms complexity into clarity, empowering advisers to help clients invest with confidence.