Presentation session during Enwealth USA tour event

Enwealth Training events

Annual Trustees Forums, Global Investment Opportunities conferences, the Executive Retirement Conference, the Enwealth Pension Excellence Summit, Enwealth Conversations, and forums, breakfasts and classes for trustees and individuals.

Events in 20263

8th Global Investments Opportunities Conference

23 May 2026, Malaysia. Theme: Global Trends in Pension Fund Growth: Embracing International Best Practices. Package rate: 3,100 USD excl. VAT per person.

9th Annual Trustees Forum

27 March 2026, Mombasa. Theme: Visionary Leadership: Navigating New Frontiers. Participants: trustees, investment managers, heads of alternate investments, representatives from SACCOs, insurance experts, fintech professionals, policy makers, public relations specialists and legal advisors. Cost per person: Kshs. 80,000 excl. VAT (covering training fee, conference meals, training materials and certificates).

Executive Retirement Conference

26–27 February 2026, Enashipai Resort and Spa, Naivasha. Beyond the C-Suite: Securing Your Future After Leadership. The conference will empower CEOs, managing directors, executive directors, trustees and organisational leaders with practical insights to plan and transition into a fulfilling and financially secure life beyond active leadership. Topics: retirement preparedness, leadership transition, continuity planning and legacy development; strategic financial planning for executives, emotional and lifestyle adjustments after transition and succession planning for boards and institutions.

Events in 20253

Enwealth Pension Excellence Summit

28–31 October 2025, Ocean Beach Resort & Spa, Malindi. Participants: trustees, investment managers, heads of alternate investments, representatives from SACCOs, insurance experts, fintech professionals, policy makers, public relations specialists and legal advisors. Cost per person: Kshs. 80,000 excl. VAT (covering training fee, conference meals, training materials and certificates). Accommodation at an additional cost of Ksh. 19,000 per night on half board basis.

The 7th Global Investments Opportunities Conference

9–13 June 2025, Radisson Blu Hotel, Dubai Waterfront. Theme: Global Trends in Pension Fund Growth: Embracing International Best Practices. Package rate: 2,500 USD excl. VAT per person.

8th Annual Trustees Forum

19–21 March 2025, Mombasa. Theme: Visionary Leadership: Navigating New Frontiers. Participants: trustees, investment managers, heads of alternate investments, representatives from SACCOs, insurance experts, fintech professionals, policy makers, public relations specialists and legal advisors. Cost per person: Kshs. 75,000 excl. VAT (covering training fee, conference meals, training materials and certificates).

Events in 202411

Effective Governance of Retirement Benefits Scheme Forum

27–29 November 2024, Naivasha. Theme: Sustainable Governance: Building a Better Future. Key topics: regulatory landscape, alternative investments, medical insurance and retirement, the power of AI-driven engagement, income allocation and risk mitigation, sustainable growth strategies. Cost per person: Kshs. 75,000 excl. VAT (covering training fee, conference meals, training materials and certificates).

Effective Governance of Retirement Benefits Schemes

20–22 November 2024, Tsavo / Maasai Mara. Participants: regulators, trustees, investment managers, heads of alternate investments, SACCOs, insurance experts, the fintech sector, legal advisors and policy makers.

10th Edition Enwealth Conversation

31 October 2024, Nairobi. Participants: regulators, trustees, investment managers, heads of alternate investments, SACCOs, insurance experts, the fintech sector, legal advisors and policy makers.

Enwealth Investment Expo

28 September 2024, Nairobi. Participants: regulators, trustees, investment managers, heads of alternate investments, SACCOs, insurance experts, the fintech sector, legal advisors and policy makers.

7th Annual Trustees Forum

28–30 August 2024, Sarova Whitesands Beach Resort & Spa, Mombasa. Theme: Visionary Leadership: Navigating New Frontiers. Speakers: Charles Machira, CEO, Retirement Benefits Authority; Simon Wafubwa, Managing Director, Enwealth Financial Services Ltd; Commissioner C.S Sharon Kisire, FIHRM, Head, HR Consulting at Powerhouse HR Consulting, LLC; Christopher Legilisho, Economist at the Standard Bank Group; Patricia Kiwanuka, CFA MBA, Managing Director, Revenue Stream; Darshan Ruparelia, FIA, Consulting Actuary, RCL. Cost per person: Kshs. 75,000 excl. VAT.

9th Edition Enwealth Conversation

20 June 2024, Nairobi. Participants: regulators, trustees, investment managers, heads of alternate investments, SACCOs, insurance experts, the fintech sector, legal advisors and policy makers.

The 6th Global Investment Opportunities

13–17 May 2024, Cairo, Egypt. Topics of discussion: The Impact of Geopolitical Factors on Global Investment Opportunities within Pension Funds; Sustainable Investing in Pension Funds: A Comparative Pension Fund Management in Emerging Markets: Strategies for Global Diversification; Global Pension Reform and Investment Opportunities: A Comparative Study. Participants: regulators, trustees, investment managers, heads of alternate investments, SACCOs, insurance experts, the fintech sector, legal advisors and policy makers.

Monthly Wealth Management Classes

27 April 2024, Nairobi. Cost: 8,000.00. Topics: Financial Planning and Budgeting; The Art of Investing; Crafting your Personal Brand.

Financial Wellness Forum

29 March 2024, Nairobi. Topics of discussion: retirement planning, retirement benefits basics, income adequacy, income access options, healthcare in retirement, personal financial planning. Participants: individuals, retirees, trustees, administrators.

Trustee Breakfast Meeting

23 February 2024, Serena Hotel, Valley Road. Towards a Secured Financial Future. Topics: Economic Outlook; A review of the NSSF Act; IDD regulatory changes; Bond valuations.

A Roadmap to Sustainable Financial Wellbeing

1 February 2024, Nanyuki. Topics of discussion: understanding your “money why”, mastering investments, re-examining 2024 financial goals, financial risk assessment, estate planning. Participants: women in leadership, trustees, CEOs, CFOs, HRs.

Events in 20233

Scaling Higher for a Better Tomorrow: Journey from Good to Great

Turudi Turkey! 13–17 December 2023, Windsor Hotel & Convention Center, Istanbul, Turkey.

The 8th Enwealth Conversation Breakfast

30 November 2023, 7:00 am, Mercure Hotel, Upper Hill. Topics of discussion: Economic Outlook & Investment Opportunities for 2023/2024; Industry Updates; Financial security in a digitally disruptive world.

5th Global Investment Opportunities Conference (GIO)

4–8 October 2023, Golden Tulip Istanbul Bayrampasa Hotel, Turkey.

Earlier events3

The Evolving Retirement Benefits Industry

26 April 2019, Acacia Premier Hotel, Kisumu.

The Evolving Retirement Benefits Industry

8 March 2019, Intercontinental Hotel.

1st Global Investment Opportunities (GIO) Conference

15–22 October 2018, Imperial Hotel, London.