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Counting down to the IMAP Adviser Roadshow 2019

Adviser Roadshow 2019

Find out more about how the future direction of advice can work using Managed Accounts

 

Current Agenda:  

  • Regulator’s reflections
  • A longer term perspective on advice businesses
  • What this means for us – Dealer Principal Panel
  • How to give advice on a managed account
  • What Pricing models are legal?
  • Why our business model will survive
  • What are Clients actually paying for?
  • What could go wrong? Risks in the market in 2019
  • Life outside the mainstream – other operating models
  • Building a managed account portfolio
  • Best Interests Duty
  • Loud and Proud - Why Vertical integration is inevitable for wealth managers and why it's in the Clients' Best Interest.
    Come along to the IMAP Adviser Roadshow and find out more ...

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People to network with
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Great presenters
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Valuable sessions

Practical and visionary speakers

Rick Di Cristoforo
Rick Di CristoforoDirector - KPMG www.kpmg.com.au
Rick Di Cristoforo is our MC for Adviser Roadshow 2019. Rick is well known in the industry as strategic and engaging financial services professional with over 25 years’ experience in senior leadership roles (inc C-Suite) across both institutions and medium sized businesses. He has been involved in Managed Accounts since the beginning and actively contributes to thought leadership in the industry through public speaking engagements and connecting services, ideas and people in a positive collaborative way.
Bianca de Melo
Bianca de MeloNSW State Sales Manager - Macquarie http://www.macquarie.com/au/advisers/solutions/managed-accounts
Bianca De Melo is the NSW state sales manager for the wealth Intermediary Team in Macquarie Banking & Financial Services division. Her team is focused on working with Businesses to transform their practices and enable their growth strategies. Her previous roles was Head of Managed Account Product at Macquarie. Bianca has over 15 years’ experience at Macquarie, with the majority being spent in the managed account business in roles including Head of Managed Account Operations and Managed Accounts Business Manager. Bianca is a responsible manager on the banks managed account license and delivers market knowledge and insights to drive the managed account development roadmap. She has 21 years of experience in the financial services industry including previous roles at State Street, Bankers Trust and Deutsche Bank
Mark Mitchell
Mark MitchellDirector, Portfolio Manager Daintree Capitalhttps://daintreecapital.com.au/
Mark Mitchell established Daintree Capital in January 2017 and has over 20 years industry experience in Australia and USA, specialising in fixed income securities analysis and portfolio management. Previously Mark was the Head of Credit and Portfolio Manager for over 7 years at Kapstream Capital. Mark has also been Portfolio Manager/Senior Credit Analyst specialising in global credit securities at Colonial First State Global Asset Management between March 2001 and September 2008. Mark holds a Bachelor of Science (Finance) from the DePaul University (Chicago) and is a CFA Charterholder. Daintree has partnered with Perennial Investment Management Limited. Perennial oversee the Responsible Entity and back office support functions of Daintree Capital.
Brad Dunn
Brad DunnSenior Credit Analyst - Daintreehttp://www.financialsimplicity.com
Brad Dunn commenced with Daintree in May 2017 as a Senior Credit Analyst. Prior to Daintree, Brad was with Ord Minnett for over 10 years, latterly as Senior Analyst and Portfolio Manager in the Fixed Income team. In this role, Brad was responsible for the portfolio management of an income orientated portfolio and providing modelling and valuation analysis on listed interest rate securities and undertakinge strategic asset allocation advice for Ord Minnett’s internal models. Brad has a Bachelor of Economics, majoring in Economics and Finance, as well as a Master of Applied Finance both from Macquarie University. Brad has also completed Level 1 CFA. Daintree has partnered with Perennial Investment Management Limited. Perennial oversee the Responsible Entity and back office support functions of Daintree Capital.
Toby Potter
Toby PotterIMAP - Chair https://imap.asn.au
Toby has championed IMAP's mission for a number of years and is a key contributor for IMAP (along with others) in the representation to ASIC on recent changes to the MDA regulations and ongoing regulatory matters. His experience in the wider investments market is extensive and his advice and experience is frequently sought after for his breadth and detail, plus his knowledge of the people in the industry. His working experience includes key roles for NAB, IOOF, Morningstar, Managed Accounts, SFG Australia

Event Programme

  1. Adviser Roadshow Progamme
8.00 - 8.45 am

Registration & Coffee

You are welcome to arrive and register from 8am
8.45 - 9.00 am

Opening Address

Toby Potter IMAP Chair What do the future of advice in Australia start to look like after a year of intensive review and as transition commences?.

Introducing our MC for today - Rick Di Cristoforo
9:00 - 9.45 am
10.20 - 10.45 am
12.10 - 1.00 pm
1.35 - 2.05 pm
2.50 - 3.15pm
3.15 - 3.45 pm

How does the business model change when we adopted a Managed Account strategy

How to make the most of increased Adviser productivity from implementing managed accounts
3.45 - 4.30 pm

Is increased regulation stopping innovation?

How can Advisers innovate in a changing and tightening regulatory world? xx
4..30 - 4.45 pm

Closing remarks and Investment results

Rick Di Cristoforo MC and Toby Potter Chair IMAP

Event Sponsors

Supporting Sponsors

BetaShares
Hub24
Macquarie
Morningstar
Netwealth
BT Panorama
Colonial First State
managedaccounts.com.au
Mason Stevens
Lonsec
Zurich
Saxo
Ironbark

Adviser Registrations

  • Please register for your preferred venue using the Registration button above:
  • Advisers registrations for individuals and groups
  • Get access to all sessions
  • Free conference app
  • Special IMAP Dealer group / Licencee Subscriber discount
  • Access to all Presentations / Videos

BOOK A TABLE FOR 8 PEOPLE

  • Premium table location at the venue
  • Bring your guests and colleagues
  • Standard table seats 8 people
  • Build your brand profile
  • Call Jane McIlroy P: 0411 420 180
  • E: jane.mcilroy@imap.asn.au

From 2017

Photo Gallery

Whats going on

Event Blog

Information on the Brisbane, Sydney and Melbourne Venues

Venue Details - BRISBANE 12th March 2018

Situated on the highest point in Brisbane’s Central Business District, Hotel Grand Chancellor Brisbane is convenient for business and leisure travellers. Discover an engaging blend of contemporary design, modern amenities and gracious hospitality, at a 4.5 star Brisbane hotel dedicated to the perfect guest experience - ideal for a relaxing corporate trip, family holiday or weekend getaway. 

Overlooking the picturesque Roma Street Parklands with commanding views of the city skyline, surrounding mountains or Brisbane River, and only a short walk to the city or 15 minute walk to Suncorp Stadium.

Event Venue's Address:

23 Leichhardt Street (Cnr Wickham Terrace)
BRISBANE   
QLD 4000

Contact details for the Hotel Grand Chancellor Brisbane 
https://www.grandchancellorhotels.com/hotel-grand-chancellor-brisbane

Phone  (07) 3831 4055
Email: reservations@hgcbrisbane.com.au
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Venue Details - SYDNEY 14th March 2019

Adviser Roadshow 2019 is being held at the Amora Hotel, which is in the heart of Sydney's CBD, 5 star Amora Hotel Jamison Sydney offers full conference amenities and has spacious, boutique guest rooms with separate bath and shower, along with a service that sets the standard for Sydney hospitality.

An easy walk from Circular Quay, The Rocks, Barangaroo and Opera House, and only a few minutes from Wynyard train station makes Amora one of the most desired locations for those travelling on either business or leisure.

Contact details for the hotel venue can be found on their website

https://www.amorahotels.com/hotels/amora-hotel-jamison-sydney

 

Event Venue's Address:

11 Jamison Street, Sydney CBD, NSW 2000

Access to the hotel on Jamison Street by car is via York Street

Please note George Street road blocks are being progressively closed to general traffic for light rail construction.

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Venue Details - Melbourne 19th March 2018

Adviser Roadshow 2019 - MELBOURNE is being held at the Marriott Hotel in the centre of Melbourne's CBD.

Contact information and full details for the hotel venue can be found on their website

https://www.marriott.com/hotels/travel/melmc-melbourne-marriott-hotel/
 

Event Venue's Address:

Melbourne Marriott Hotel
Corner Exhibition & Lonsdale Streets
Melbourne, 3000 Australia
Phone:  (03) 9662 3900
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IMAP Events Team Contact Details for Adviser Roadshow 2019

Please contact the IMAP Event team with any queries:

Email Address: support@imap.com.au

Phone: +61 2 8003 4147 

© 2018 IMAP - Institute of Managed Account Professionals

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