Book Brisbane 12th March 2020
Book Sydney 19th March 2020
Book Melbourne 1st April 2020
Event Programme
8.00am - 8.45am
Registration & Coffee
You are welcome to arrive and register from 8am
8.45am - 9.00am
Opening Address
The conference is opened by Toby Potter IMAP Chair adn introducing our MC for today Bala Shastri Principal - Risconomy
9.00am - 9.40am
Have the bushfires changed the investing landscape as well? - What will clients expect Responsible Investing to mean? Panel Discussion
As clients come back from holidays with images of the bushfires fresh in their minds, many will ring their adviser with a renewed determination to ensure their portfolio is ‘doing good’.
Leah Willis of Australian Ethical will discuss how they’ve been investing for both performance & planet. Leah is joined by a local adviser at each venue to discuss how to incorporate climate and other ethical issues into discussions with clients.
Charles Stodart of Zurich will provide an international perspective on this global trend.
This panel is moderated by Bala Shastri
Charles Stodart of Zurich will provide an international perspective on this global trend.
This panel is moderated by Bala Shastri
9.40am - 10.20am
Why our advice business model will survive
The advice industry is in flux and while it's clear that the need for advice is as great as ever, it's not clear which business models will be both sustainable and able to meet the increasing regulatory demand.
Bianca de Melo State Sales Manager - Macquarie will moderate a panel session with local advice principals.
Bianca de Melo State Sales Manager - Macquarie will moderate a panel session with local advice principals.
10.20am - 10.40am
10.40am - 11.20am
The real impact of managed accounts on an advice business
The benefits of managed accounts for improving advice practice efficiency and enhancing client engagement have been widely espoused. Martin Morris - Praemium talks through their latest research, outlining quantifiable benefits for advice businesses using managed accounts.
11.20am - 12.00am
How professional practices implement Managed Accounts
This session takes a building block approach to the development of managed account programs. Chris Wrightson Head of Wealth Management - Ironbark, Alan Kenny Head of Client Solutions - Ironbark and Tony Lynch Chief Commercial Officer - Finclear will discuss how their clients are utilising Finclears technology and licenses
12.00pm - 1.00pm
1.00pm - 1.50pm
KEYNOTE - 270 sleeps to the future
1st January 2021 will be the start of a new era for financial services SMEs. Business Owners and CEOs will need a fresh approach to leadership and strategy. Paul Barrett CEO - AZ NGA will discuss what they often find when they look under the covers and how to ensure that your practice can compete.
1.50pm - 2.25pm
Lessons from another Profession
What does it really mean to be a professional in a professional service firm? Andrew Bradley, Financial Services Partner - Minter Ellison will discuss how they handle the issues of "Being a Professional"
2.25pm - 2.40pm
2.40pm - 3.15pm
ASIC regulatory update
Keep yourself updated with the latest requirements and understand the nuances. Hear how you can make your advice proactive, strong, and compliant in this new regulatory environment.
Dr. Rhys Bollen Senior Executive Leader - Investment Managers - ASIC will speak in Sydney.
Stephanie Rickard, Senior Manager - ASIC will speak in Melbourne.
Simon Carrodus of The Fold Legal will speak In Brisbane on current regulatory issues facing advisers and licensees.
Dr. Rhys Bollen Senior Executive Leader - Investment Managers - ASIC will speak in Sydney.
Stephanie Rickard, Senior Manager - ASIC will speak in Melbourne.
Simon Carrodus of The Fold Legal will speak In Brisbane on current regulatory issues facing advisers and licensees.
3.15pm - 3.50pm
Professional portfolio management - what do licensees need to have? Panel Discussion
Every aspect of advice is being reinvented following the Royal Commission. None more so than portfolio management where the standards required and the portfolio management services on offer have never been greater. David Bassanese, Chief Economist - Betashares, David Wilson - Lonsec discuss how they construct portfolios, what governance means and the standards they apply. Moderated by Shane Hawke - Oreana Financial Services formerly of MLC360 one of Australia’s most experienced licensee portfolio managers.
3.50pm - 4.00pm
Closing remarks
Bala Shastri, our MC, and Toby Potter - Chair IMAP sum up the insights, priorities and learnings from today
4.00pm
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People to network with
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Great presenters
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Valuable sessions
Introducing our MC Bala Shastri and Keynote Speaker Paul Barrett
Bala ShastriPrincipal - risconomy
Bala has 10+ years experience in financial services strategic risk managment. He has helped, deliver regulatory change programs, business transformations and strategic initiatives. His experience covers distribution, asset management, operations, custody, insurance and superannuation. Bala has strong expertise in designing & implementing risk and business management frameworks to optimise organisational performance and culture through a strong focus on business outcomes, strategy and compliance. He's held senior risk advisory roles at NAB andmost recently Praemium
Paul BarrettCEO - AZ NGA
Paul established AZ NGA in 2015, after a stellar career as a senior executive at some of Australia’s largest banking and financial services institutions including the Commonwealth Bank of Australia. Paul is very well known in the industry and since starting AZ NGA has been developing its brand reputation by investing in high quality, professional accounting and financial advisory businesses, AZ NGA offers their partners a unique framework that delivers certainty around capital flows and succession planning, backed by European investment firm Azimut Group.
Our speakers will inform and challenge you
Bianca de MeloState Sales Leader NSW - Macquarie
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 in managed account roles including Head of Managed Account Operations and Managed Accounts Business Manager. Bianca is a responsible manager on the banks managed account license.
Chris Wrightson Head of Wealth Management - Ironbark
Chris is responsible for strategic growth, M&A and governance of the Ironbark wealth management business and is a director on advice business boards. He has 30+ years’ Financial Services anagement experience in major financial institutions and an in-depth understanding of adviser to client engagement models, business models & growth drivers for advisory businesses. At Ipac and later AXA, Chris's teams were responsible for acquisition & ongoing management of financial planning businesses, and the acquisition of equity in vendor run planning practices plus the corporatising of the client offer & business mode
Tony LynchChief Commercial Officer - Finclear
Tony recently comes to FinClear from a distinguished career in financial services across Australia and Europe, specialising in wealth management, broking and advisory. His most recent fulltime role was as CFO at Pershing, and he continues in a small number of external board positions.Tony has worked at a diverse range of financial services firms over the years: ranging from Egg Bank to a London Hedge fund. Having direct experience of large corporate life at Arthur Andersen and Bank of New York Mellon,along with roles at early-stage high growth companies, gives Tony a unique prospective.
Martin Morris Head of Distribution & Director - Praemium
Martin has 26 years of industry experience spanning both Australia and the UK markets and held national roles in both product distribution and AFSL management. Martin has attained his MBA, is a Graduate of the Institute of Company Directors and is an accredited behavioural sales coach.
His role at Praemium includes the responsibility of mentoring and managing the distribution team to grow the Praemium platform and suite of solutions by helping advisers build more profitable, engaging and sustainable businesses.
David BassaneseChief Economist Betashares
David Bassanese is Chief Economist at BetaShares Capital, one of Australia’s leading providers of exchange traded funds (ETFs) with over $7 billion in funds under management. Prior role's include senior financial commentator with The Australian Financial Review, and economist roles at Macquarie Bank, the Federal Treasury and the Paris-based Organisation for Economic Cooperation and Development (OECD). He is the author of Australia’s definitive book on exchange traded funds - "The Australian ETF Guide". David has an Honours Degree in Economics from the University of Adelaide, and a Master in Public Policy from Harvard University
Simon CarrodusSolicitor Director The Fold Legal
Simon has seen financial services from almost every angle - working for a regulator (ASIC), a fund manager, a big 4 bank and a large law firm. Now at The Fold, he brings his broad experience in financial services and regulatory advice to help our clients create cutting edge technology that’s both innovative and practical.
He’s honed his deep technical expertise while overhauling policies and systems, liaising with the regulator, managing disputes, drafting regulatory documents and negotiating complex contracts.
He’s honed his deep technical expertise while overhauling policies and systems, liaising with the regulator, managing disputes, drafting regulatory documents and negotiating complex contracts.
Shane HawkeOreana Financial Services
Shane has 5 years in financial planning roles & 18+ years in investment management roles has covered investment research, portfolio construction, governance, asset allocation, risk management & communications.
Prior roles include Research Manager for NAB Wealth, ThreeSixty Research - managing the investment due diligence & portfolio construction of NAB Wealth Licensee’s Approved Products Lists/model portfolios, plus MLC Investment menus. Also Investment Specialist roles for MLC, Asteron and ING/RetireInvest.
He holds a Bachelor of Commerce (Banking and Finance)from Canberra University & Graduate Diploma of Applied Finance and Investment - Securities Institute of Australia.
Alan KennyHead of Client Solutions - Ironbark
Alan is responsible for trustee services, product strategy and investment governance functions at IronBark. His 24+ years experience in financial services includes roles as CEO Federation Alliance, a managed account platform distribution joint ventured with Australian Unity, GM Product & Investment Services at Colonial First State for platform, investment and superannuation products & FirstChoice Multimanager. Prior roles include Head of Product & Pricing in AMP’s SMSF division and State Street (in Boston and Australia).
Leah Willis Head of Client Relationships - Australian Ethical
Leah joined Australian Ethical in December 2016 and is responsible for client relationships across all of Australian Ethical’s intermediated channels, including financial planners, employers, and institutional clients. Leah has 20+ years’ experience in financial services distribution, including senior distribution positions with Rothschild Asset Management, BT Financial Group, Barclays Global Investors, and most recently as Head of Key Accounts for IOOF
Dr Rhys BollenSenior Executive Leader, Investment Managers - ASIC
Rhys leads ASIC’s Investment Managers team, overseeing ASIC’s regulatory work associated with managed investment schemes, wholesale funds, platforms and managed discretionary accounts. Rhys has 20+ years experience as a regulator, academic and public policy practitioner. Before joining ASIC, Rhys was an Executive Director at the NSW State Insurance Regulatory Authority, & Assistant Commissioner for Policy and Strategy at NSW Fair Trading. He's previously held senior leadership roles in ASIC’s international strategy, consumer and strategic policy teams. He's also worked in private legal practice. Rhys has a PhD in financial services regulation & Masters degrees in both law and business. He teaches Financial Services & Banking Law at Monash Law School.
Stephanie RickardSenior Manager, Investment Managers - ASIC
Stephaniehas expertise in managed funds including ETFs (fund side) and hedge funds, crowd sourced funding intermediaries, custody, cryptocurrency (fund and custody side), platforms and discretionary account structures. She advises ASIC on such matters as: the foreign financial services provider (FFSP) reforms, the Design and Distribution Obligations/Product Intervention Powers and crypto currency. She is recognised internally and externally as an expert in the field and presents regularly to industry on fund and custody related matters.
Prior legal roles include Clifford Chance London and Paris, Allens Linklaters - Australia. 5 years in law firms working on Chapter 6 matters, M&A, venture capital, fund raising and commercial legal issues. Returning again to funds management as in-house counsel at IOOF and senior in-house counsel at Macquarie Bank, in the Funds Management Group.
Andrew BradleyPartner - Minter Ellison
Andrew's an expert in all aspects of financial services regulation and has a keen interest in partnering with clients to drive innovation in the financial services industry. He has particular expertise in the area of superannuation. He acts for the full spectrum of clients in the financial services industry including superannuation trustees, life insurers, wrap platform operators, investment managers, administrators and custodians.
Michael ElsworthExecutive Manager - Lonsec
Michael in 2006 as part of the research team and has had overall responsibility for sectors including structured and exchange traded products, fixed income and alternatives. He's now in the Investment Consulting team as Executive Manager providing advice and input into model portfolio construction and asset allocation decisions. Prior to Lonsec, Michael worked at Westpac in both retail & institutional financial markets, & structured product development roles where he was responsible for sourcing, repackaging and marketing complex financial markets products.
Brook Sweeney Senior Investment Consultant - Lonsec
Brook has more than 20 years experience in the Australian and UK financial service industry. He started his career with Morningstar in 1999, before moving into Policy roles at IFSA (now the Financial Services Council). Brook worked as an Asset Consultant for Morningstar in Europe and Asia through the GFC period as well as being the daily trader of their white labelled Italian Banca Generalli Controlled Volatility managed fund.
David WIlson Senior Investment Consultant - Lonsec
David joined Lonsec in 2015. He provides advice & input into the portfolio construction process, including fund research & selection plus performance reporting and analysis. Prior roles included Research Manager for Findex (responsible for fund manager research, performance reporting, APL & model portfolio reviews and economic research for a network of 150 financial planners). David holds a Masters of Applied Finance and a Bachelor of Commerce (Economics & Finance).
Charles Stodart Investment Specialist - Zurich
Charles joined Zurich in 2015 and has 20+ years experience in the financial services. Charles is responsible for providing support and investment commentary to financial advisers and investors of Zurich’s managed funds. Prior Zurich, Charles was: Investment Analyst - Five Oceans Asset Management, covering Asian equities and global telecom stocks, Fund Manager - Pengana Capital’s Asian Equities Fund, responsible for Telecom and Technology sectors across Asia inc. Japan
Jonathan HoyleCEO - Standford Brown
Jonathan gained a Masters in Biochemistry from Cambridge University, and then spent 15 years in the global financial markets, mainly on the London bond trading floor of JPMorgan.
He joined Stanford Brown in 2006 to build its Private Wealth division. He's chaired the Investment Committee since inception in 2009 and became Chief Executive Officer in 2015.
Stanford Brown made the decision to run discretionary portfolios for its clients in 2017. Since that time, their Soteria Capital Managed Accounts have twice won the IMAP Multi-Asset Class Manager of the Year Award and are now available to external financial advice practices.
Paul SharkeySenior Adviser/ Partner -Intralink
Paul has 15+ years finance sector experience (Aus/UK), and advises business owners, executives, professionals & self-funded retirees on effective wealth building and wealth-preservation strategies. Paul has helped build the Intralink business and reaffirm its principles of providing transparent, fee-based, individually tailored wealth management advice. He holds a Masters in Entrepreneurship & Innovation - Swinburne University of Technology, an Advanced Diploma in Financial Planning, a Bachelor of Applied Science and is a member of SPAA (Self-Managed Superannuation Professionals Association of Australia).
Jonathan BayesPrincipal - May Road Portfolios
Jonathan’s investment market experience spans 17+ years. Having initially worked on the Australian institutional equities desk at Credit Suisse & HSBC, he then spent 9 years in London advising & trading European equities for Credit Suisse. Prior roles include managing Asian equity funds for Trafalgar Capital Management Hong Kong, and Executive Director at Nomura International providing institutional advice on Asian equities. Jonathan joined Prime in 2014 as Chief Investment Officer.
Patrick BarryGeneral Manager - Partners Wealth Group
Patrick joined Partners in December 2005. Prior to this Patrick was employed at Perpetual where he worked as an adviser in Perpetual’s ‘Private Clients Business’. Patrick has a Bachelor of Commerce and has also completed post graduate studies to obtain a Graduate Diploma and Masters in Financial Planning. Patrick is also a CERTIFIED FINANCIAL PLANNER®. His passion is working with clients to achieve their financial goals.
IMAP Events Team Contact Details for Adviser Roadshow 2020
Please contact the IMAP Event team with any queries:
Email Address: support@imap.com.au
Phone: +61 2 8003 4147
We look forward to seeing you at Adviser Roadshow 2020 - The IMAP events team
Toby PotterIMAP - Chair
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
Jane McIlroyNational Marketing/Events Director
Jane is a Director of IMAP and very focused on ensuring that IMAP's conferences, events and webinars continue to succeed as they have over recent years.
She brings a wealth of knowledge and experience in the investments market and the people that make it all happen.
Jane also brings her experience as current Marketing and Events Manager for the self-managed Independent Superannuation Funds Association
Jenny Phimleut Programme Manager IMAP
Jenny manages IMAP's digital presence as well as its program of conference events, webinars and publications and works closely with Jane and Toby. She is responsible for maintaining IMAP's processes and policies as well as developing promotional material. Her Financial Services background covers Next Financial working in Product and Portfolio Management and Shadforth Financial Group.
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BOOK A TABLE FOR 8 PEOPLE
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- Standard table seats 8 people
- Total cost $1,800 incl GST
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- E: jane.mcilroy@imap.asn.au
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Information on the Brisbane, Sydney and Melbourne Venues
Venue Details - The Westin BRISBANE 12th March 2020
The Westin is set on a lively street in the CBD, this laid-back hotel with Brisbane River views is 10 minutes' walk from Central Station, 5 minutes' walk from the City Botanic Gardens and 6 minutes' walk from the Queen Street Mall.
The casual rooms offer free Wi-Fi, flat-screen TVs and minifridges, plus tea and coffeemaking facilities. Club-level rooms have city or river views, and access to a lounge with complimentary breakfast. Suites add living rooms. Room service is available 24/7.
Amenities include a relaxed restaurant, a gym, a spa and a ballroom, as well as 5 meeting rooms and a cafe/bar. There's also an outdoor pool with a swim-up bar.
Event Venue's Address:
111 Mary Street
BRISBANE
QLD 4000
Contact details for the Westin Brisbane
Phone 07 3557 8888
Venue Details - SYDNEY 19th March 2020
Adviser Roadshow 2020 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 take great care crossing all streets with rail tracks, especially George Street, as the new light rail trams are now running
Venue - Melbourne Wednesday 1st April 2020
The IMAP Adviser Roadshow - MELBOURNE is being held at the Victorian Arts, 100 St Kilda Road near the Flinders St Station/Yarra River in Melbourne's CBD.Contact information and full details for the hotel venue can be found on their website
https://www.artscentremelbourne.com.au/
Event Venue's Address:
Victorian Arts Centre
100 St Kilda Road
Melbourne, 3000 Australia
Enquiries Phone: (03) 9281 8000
