Upcoming events

IMAP hosts leading Managed Account educational events including free webinars,  an annual Portfolio Management Conference, InvestTech, Adviser Roadshows, practitioner forums and our popular Responsible Manager Masterclass training class.


IMAP Specialist series - International Equities in the current Global Market

IMAP is delighted to have Nathan Lim, Head of Wealth Management Research, at Morgan Stanley Australia moderating the series. Morgan Stanley was IMAP’s 2020 winner of the Licensee Managed Account award.

Session 1: Monday 26th October 12pm AEDT

Considerations for licensees in international investing

Presented by Nathan Lim of Morgan Stanley & Piers Bolger of Viridian Advisory. Moderated by Toby Potter of IMAP

- Types of securities each firm uses in its portfolios - How to serve different segments of the client base - Challenges of developing consistent portfolios - Platform constraints and functionality - Approach to currency

Session 2: Wednesday 28th October 12pm AEDT

Macro State of Play

Presented by Francyne Mu of Franklin Templeton and Monik Kotecha of Insync Funds Management. Moderated by Nathan Lim of Morgan Stanley

- Multipolar world: Not just the Washington consensus anymore - Implications of the coming US elections - China's geopolitical ambitions and what it means for markets - The legacy of QE and implications for inflation - Lower for longer interest rates what it means for portfolios - The presenters' key stock idea for the next 5 years

Session 3: Friday 30th October 12pm AEDT

Micro Insights

Presented by Lachlan Hughes of Swell Asset Management, Mark Arnold of Hyperion & Tom King of Nanuk Asset Management. Moderated by Nathan Lim of Morgan Stanley

- Trump – Who is going to win and under this scenario how your portfolio should be positioned - China – Friend or Foe? What are the opportunities? - ESG – Trends now in the market - Stock picking methodology - How to manage and deal with risks - The low rate environment and its impact on investment approach

This webinar series is FASEA CPD Accredited

Contact us

This email address is being protected from spambots. You need JavaScript enabled to view it.


0414 443 236


Suite 404, Level 4, 165-167 Phillip Street, Sydney NSW 2000