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In 2024 IMAP's Independent Thought Conference delivers the latest in thinking of how investment managers & decision makers plan to steer their investors' portfolios through a new era of lower inflation and reducing interest rates
Topics include:
- Customising portfolios
- How we build retirement portfolios
- Global outlook for medium term returns & setting the portfolio
- Harnessing managed accounts to demonstrate your value to clients
WHEN & WHERE
REGISTER NOW USING THE LINK BELOW
CPD Accredited
IMAP's Managed Accounts Central exhibition is at the FAAA Congress 2024 in Brisbane
IMAP's Managed Account Zone enables advisers to talk with a selection of managed account service providers to ask questions and find out how effective implementation of managed accounts may be of benefit to your advice practice. Exhibiting this year are;
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The 2024 IMAP Managed Account Awards Winners have been announced
IMAP thanks all the companies who entered in this year's awards, and the efforts and diligence of the Awards Judges.
"The quality of the entries was again very good, and the competition was very close" said Toby Potter - IMAP Chair
Managing the growth allocation
Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) & Sam Ruiz (T. Rowe Price) identify allocation issues & opportunities for global & Australian equities
The Holy Grail of private markets for managed accounts
Jason Huljich (Centuria Capital), Andrew Lockhart (Metrics Credit Partners), Daniel Choo (Russell Investments), Alex Donald (Ironbark), and Chris Ogilvie (Invest Blue) consider potential issues in going down the private markets...
Portfolio customisation: Models with tailoring
Eleanor Menniti (Lonsec), Uwe Helmes (BlackRock), and Julian Lefcovitch (North) explore the challenges and benefits of bringing a scaleable custom managed portfolio solution to market.
The role of advisers in monitoring underperformance
Leah Sciacca (ASIC) provides a recap on the key findings of ASIC's Report 779 and the role of super trustees, financial advisers and advice licensees in monitoring investment underperformance
Practical implementation of managed accounts
Frances Taylor & Daniel Vanderzei (Colonial First State) and Ty Cockle (Financial Foundations Australia) provide practical considerations about implementing managed accounts in a financial advice business.
Accommodating illiquid assets for clients
Illiquid assets continue to gain interest from both investors & advisers. Michael Karagianis (JANA Investment Advisers) & Danny Wong (Alteris Financial Group) discuss their respective approaches to illiquid investments.
Managing the growth allocation
Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) & Sam Ruiz (T. Rowe Price) identify allocation issues & opportunities for global & Australian equities
The Holy Grail of private markets for managed accounts
Jason Huljich (Centuria Capital), Andrew Lockhart (Metrics Credit Partners), Daniel Choo (Russell Investments), Alex Donald (Ironbark), and Chris Ogilvie (Invest Blue) consider potential issues in going down the private markets...
Portfolio customisation: Models with tailoring
Eleanor Menniti (Lonsec), Uwe Helmes (BlackRock), and Julian Lefcovitch (North) explore the challenges and benefits of bringing a scaleable custom managed portfolio solution to market.
The role of advisers in monitoring underperformance
Leah Sciacca (ASIC) provides a recap on the key findings of ASIC's Report 779 and the role of super trustees, financial advisers and advice licensees in monitoring investment underperformance
Practical implementation of managed accounts
Frances Taylor & Daniel Vanderzei (Colonial First State) and Ty Cockle (Financial Foundations Australia) provide practical considerations about implementing managed accounts in a financial advice business.
Accommodating illiquid assets for clients
Illiquid assets continue to gain interest from both investors & advisers. Michael Karagianis (JANA Investment Advisers) & Danny Wong (Alteris Financial Group) discuss their respective approaches to illiquid investments.
Become an active member of the Managed Accounts community.
IMAP is the Industry Association for advisers and organisations actively involved in offering or supporting Managed Accounts.
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Education and eventsBuild your knowledge and learn from experienced Managed Account professional including events that have been accredited by the FPA and CPD. |
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IMAP Managed Accounts Directory ListingsIMAP's directory list of 85 Managed Accounts service providers, and investment managers, asset consultants is unique and useful. Enquire about becoming a subscriber and get your directory listing working for you - please email support@imap.asn.au |
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