Findex

• Managed accounts: Platforms and administration

  Julian Lefcovitch (North), Matt Swieconek (Findex), and Simon Wu (Quest Asset Partners) discuss some of the key factors advice practices need to consider when selecting a managed account on platform or building their own managed account offering

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• Private market equity opportunities

  Kieran Canavan (Centric/Findex Group) and Adam Myers (Pengana Capital)

  discuss their approaches to providing investors with solutions to access opportunities in private market equities.

   

• Tackling the issues of investment management

  Daniel Micallef (Aoris), Kieran Canavan (Centric), Robert Talevski (Activam), and Dale Pereira (Pendal) take a close look at the investment side of a managed accounts program, and what the future holds.