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Institute of Managed Account Professionals

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IMAP Independent Thought Conference Melbourne 18 October 2022
IMAP Webinar Series 6-10 February 2023 focuses on Technology's role is sustaining a 25 year advice relationship 5 sessions over one week

IMAP is running our popular Webinar series with one 45 minute webinar per day for one week from Monday 6th to Friday 10th February 2023

This year we are focusing on technology's role in sustaining a 25 year advice relationship, which is all about building and maintaining advice relationships over the long term.

Bringing in communciation, information, goals reporting and supporting the client/adviser team rapport can be enhanced withthe use of your technology stack and great business processes.

Registrations now open please use Registration Button below

Save the date for your essential IMAP Portfolio Management Conference 2023 IMAP's Portfolio Conference will bring you the latest investment thinking in managing your clients' portfolios and managed account asset weightings please save the dates - more information to follow Melbourne Tuesday 7th March 2023 Sydney Tuesday 14th March 2023 Brisbane Tuesday 21st March 2023 Legislated CPD Accredited
IMAP Portfolio Management Conference 2023 - Registrations now open

IMAP's Portfolio Conference will bring you the latest investment thinking in managing your clients' portfolios and managed account asset weightings from a wide range of speakers, and different agenda topics in each city location.

  • Melbourne Tuesday 7th March 2023
  • Sydney Tuesday 14th March 2023
  • Brisbane Tuesday 21st March 2023

Legislated CPD Accredited

Boutique management within alternatives

Boutique management within alternatives

19 December 2022

Dinyar Irani (Innova Asset Management), David Matesic (Atrium Investment Management), and Shane Hawke (Oreana Portfolio Advisory Service) – discuss the advantages of operating in a boutique environment and their approach...

Boutique management within Australian equities

Boutique management within Australian equities

12 December 2022

What are the advantages of using boutique managers when running an Australian equities portfolio in a managed accounts structure? Callum Burns (ICE Investors), Kyle Lidbury (Perpetual Private), and Marcus Bogdan...

Boutique management within global equities

Boutique management within global equities

12 December 2022

Three Australian-based global equities boutique managers - Hugh MacNally (Private Portfolio Managers), Monik Kotecha (Insync Funds Management), and Stephen Arnold (Aoris Investment Management) - discuss the advantages of a boutique...

Getting the benefits of real assets for retail investors - IMAP Independent Thought

Getting the benefits of real assets for retail investors - IMAP Independent Thought

07 November 2022

How necessary are real assets and private equity as a component of portfolios for retail investors, and how can they access these assets? This was one of the questions considered...

How to deal with increasingly volatile markets  - IMAP Independent Thought

How to deal with increasingly volatile markets - IMAP Independent Thought

05 November 2022

When talking about risk, it’s generally referred to in relation to volatility and the potential for capital loss. Raf Choudhury (abrdn), William Higgins (DFS Portfolio Solutions), Glen Foster (Atrium), and...

Has inflation peaked?  - IMAP Independent Thought

Has inflation peaked? - IMAP Independent Thought

05 November 2022

Inflation underpins every asset class. But have we seen the peak of inflation? Jay Sivapalan (Janus Henderson), Hugh Dive (Atlas Funds Management), Kieran Rooney (Evergreen Consultants), and Chamath De Silva...

Getting the benefits of real assets for retail investors - IMAP Independent Thought

Getting the benefits of real assets for retail investors - IMAP Independent Thought

Perspectives - Spring 2022
on 07 November 2022

How necessary are real assets and private equity as a component of portfolios for retail investors, and how can they access these assets? This was one of the questions considered...

How to deal with increasingly volatile markets  - IMAP Independent Thought

How to deal with increasingly volatile markets - IMAP Independent Thought

Perspectives - Spring 2022
on 05 November 2022

When talking about risk, it’s generally referred to in relation to volatility and the potential for capital loss. Raf Choudhury (abrdn), William Higgins (DFS Portfolio Solutions), Glen Foster (Atrium), and...

Has inflation peaked?  - IMAP Independent Thought

Has inflation peaked? - IMAP Independent Thought

Perspectives - Spring 2022
on 05 November 2022

Inflation underpins every asset class. But have we seen the peak of inflation? Jay Sivapalan (Janus Henderson), Hugh Dive (Atlas Funds Management), Kieran Rooney (Evergreen Consultants), and Chamath De Silva...

Improving client relationships with philanthropy - From IMAP Independent Thought

Improving client relationships with philanthropy - From IMAP Independent Thought

Perspectives - Spring 2022
on 31 October 2022

Caitriona Fay - Managing Partner, Community & Social Investment explains Perpetual Private’s approach to improving client relations with philanthropy and explains the 3 primary philanthropic structures that can be used in...

Have we seen the end of globalisation? - IMAP Independent Thought

Have we seen the end of globalisation? - IMAP Independent Thought

Perspectives - Spring 2022
on 31 October 2022

A war in Ukraine, rising tensions over China, and political events worldwide have caused a sharp jump in risk levels for financial markets. Jonathon Costello (Western Asset), Chris Carrodus (Evidentia),...

The rise of ESG as an investment theme - IMAP Independent Thought

The rise of ESG as an investment theme - IMAP Independent Thought

Perspectives - Spring 2022
on 31 October 2022

The appetite by Australian investors for portfolios that meet their personal values, continues to rise steadily. And sitting at the heart of this is ESG. Leah Willis (Australian Ethical), James...

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