Here you will find full details of past IMAP events
You can view recordings of select events on IMAP's YouTube channel or via the IMAP video library.
2024 Events
Portfolio Opportunities from Asian Investment
Chad Hitzeman, Global X
Monik Kotecha, Insync Asset Management
Moderated by Nathan Lim, Lonsec
2023 Events
The second in this IMAP Specialist Webinar Series focuses on Managed Account Platform and Administration and features Julian Lefcovitch - North, Matt Swieconek - Findex and Simon Wu - Quest Asset Partners.
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2022 Events
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As a boutique manager running diversified portfolios, what is your investment philosophy and process?
How do you define the alternatives universe in the context of Managed Accounts?
What practical considerations are there in the implementation of your Alternatives strategy?
How is your alternative portfolio positioned and constructed now given rising interest rates and the volatile market environment?
Presented by;
Dinyar Irani, Innova Asset Management
David Matesic, Atrium Investment Management
Shane Hawke, Oreana Portfolio Advisory Service
Series Moderated by Nigel Douglas, Douglas Funds Consulting
2021 Events
Monday 13th December
Bitcoin, the other cryptos and Blockchain
• Is crypto just a fools’ bubble?
• What role can bitcoin play for investors?
• What do “miners” really do?
Presented by Greg Hobart of Monochrome Asset Management and Heath Behncke of Holon Global Investments
Wednesday 15th December
Use of Artificial Intelligence and machine learning in Portfolio Management
• Is this “Man vs machine” in the analysts’ lounge?
• What role will AI play for investment managers?
• Does AI work?
Presented by Dr David Allen of Plato Investment Management and Dr James Yang of Coolabah Capital Investments
Friday 17th December
What role will the disrupters and disruptive technology play in Portfolio Management?
• Are crypto currencies a new, uncorrelated asset class?
• Is there a “picks and shovels” strategy for portfolio managers?
• Does AI change the way portfolio managers think about portfolio construction?
Presented by Cameron Gleeson of BetaShares, David Wanis of Longwave Capital and Dr Jerome Lander of WealthLander
Series Moderated by Rob da Silva, SQM Research
2020 Events
IMAP Specialist Series: Zero rates - what they mean for Managed Accountshosted by Michael Karagianis of JANA Investment Advisers
For a copy of the slides, select from the below list
Session 1 slides - Defensive Assets - Can Traditional Goals Still be Met?
Session 2 slides - Fixed Interest Investing - Where to Now?
Session 3 slides - Defensive Portfolio Goals - Other Strategies
To view the recordings, select from the below list
Session 1 recording - Defensive Assets - Can Traditional Goals Still be Met?
Session 2 recording - Fixed Interest Investing - Where to Now?
Session 3 recording - Defensive Portfolio Goals - Other Strategies
In addition to this, our presenters have kindly provided the below material
Retail Partnerships - JANA Investment Advisers (attached)
Frank and Fiona Case Study - Challenger (attached)
IMAP Perspectives article: Fundamentals pay off at Real Asset Management
Key Questions to ask your Fixed Income Manager: Checklist - BetaShares
Key Questions to ask your Fixed Income Manager: session recording - BetaShares
More information about SmartShield - Milliman
Register for your Free SmartShield simulator account
MLC Managed Account Strategies Resources
MLC Inflation Plus Adviser flyer
MLC Inflation Plus Investor brochure
This webinar looked at the nature and evolution of infrastructure investments, and consider how these assets should be classified in a portfolio.
2019 Events
IMAP's Managed Account Zone at the 2019 FPA Congress again provided an excellent means of advisers and licensees to talk and connect with service providers in the Managed Account space in the context of all the content discussed at the Congress in sessions and networking.
Thank you to all congress delegates who supported the following managed account service providers by visiting the Managed Accounts Zone.
| AMP | Capital International | Colonial FIrst State |
| Investsense | Elston | FE fund info |
| Philo Capital | Xplore Wealth |
Read More about the FPA Congress
2018 Events
The Royal Commission has raised a number of issues which may affect the basic requirements for advice businesses.
We heard from Simon Carrodus – The Fold Legal – about the questions the Royal Commission is asking of all advice businesses and then Tom Bignill - Mason Stevens - discussed how he sees adviser groups responding already.
CPD Accredited courtesy of Mason Stevens.
Click here for presentations in PDF format
Click here for recording
2017 Events
Tuesday 5 December 2017 InvestTech Investment Technology Conference (Sydney)
InvestTech 2017 is the event where the advice and investment professions meet the technology providers.
Advice and investment are in transition and technology is driving that change, because they have to determine what technology they use to:
- Produce and deliver advice
- Manage client portfolios
- Implement and administer portfolios
- Charge fees
- Report to clients
Managed accounts are at the forefront of technology change. Businesses can choose among over 50 technology suppliers with live options for the advice and investment profession running managed account portfolios.
Whether it’s the integrated options from platform providers or the specialist functionality which technology providers offer meet specific needs – technology is helping advisers and managers reshape their services.
Click here to link to speaker profiles, the programme (presentations are to be found next to the speakers name)
- Major local platforms with technology and administration
- Global technology specialists
- Global managers showcasing US and European capability
- The Australian fintechs including those who have just started their journey of disruption.
Who attended InvestTech?
- Chief Technology officers from advice and investment businesses
- Investment teams wanting to understand how technology will change what they do
2016 Events
15th November 2016 IOOF Webinar Using bonds through a Separately Managed Account to meet your clients’ income needs Webinar sponsored by IOOF
Presented by Alwyn Hung, Portfolio Manager - Fixed Income, Mason Stevens
In this low growth environment where managed fund distributions are not guaranteed and difficult to measure and the potential for rate rises to create capital losses is high, an alternative investment strategy may be required in order to meet client financial objectives, where capital stability and certainty of cash flows is paramount.
This webinar provided information about direct ownership of a bond portfolio and how it can be an available and cost effective way to gain exposure to fixed income. It covered:
- alternative and cost effective fixed income solutions.
- knowledge about differentiating the structural risks and benefits between managed funds and direct investing.
- understanding about how bonds work within a Separately Managed Account.
- the right (and simple) fixed income solution to meet your clients’ goals based on their life stage.
All attendees received a copy the Mason Stevens Whitepaper: Distinguishing Risks between Managed Funds and Direct Ownership – a look at fixed income.