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.

Submissions now open for the IMAP Managed Awards 2021 in its 4th year

IMAP Specialist Webinar Series - Building a Wholesale, HNW and Not For Profit Client Base

Join us in a series of 3 webinars to understand how to build successful strategies for wholesale and NFP clients. 

The leading panel of experts will discuss how to attract clients, keep clients as well as how to convert prospects. Series moderated by Greg Miller (Wealth Market). 

Wholesale & HNW Clients 

Monday 19th April 12PM-1PM AEST

  • How to identify wholesale clients
  • Are all HNW clients considered wholesale clients?
  • What wholesale and sophisticated clients want
Presenters 
  • David Andrew (Capital Group)
  • Paul Ashworth (Cameron Harrison)
  • Simon Carrodus (The Fold Legal)


Not For Profit Clients 

Wednesday 21st April 12PM-1PM AEST

  • ‍How are NFP client requirements different from retail investors?
  • What are common portfolio management requirements?
  • How to price services for NFP and Charities
Presenters 
  • Alex Pikoulas (Lipman Burgon & Partners)


Business Strategy 

Friday 23rd April 12PM-1PM AEST

  • ‍‍Engagement strategies for Wholesale and HNW clients
  • What investment capabilities should you need?
  • What are the adviser attributes that make for success in these markets?
Presenters 
  • John Barton (MGD Wealth)
  • John Woodley (Fitzpatricks Private Wealth)
IMAP Adviser Roadshow 2021. Registratons open for Brisbane, Melbourne and Sydney
10
May
2021

IMAP's Adviser Roadshow 2021 - Registrations now open

Professionalism under Adversity
The speakers at the IMAP Adviser Roadshow will help champion professionalism by sharing their experiences.
Brisbane 11th May 2021
Melbourne 14th May 2021
Sydney 18th May 2021
Submissions now open for the IMAP Managed Awards 2021 in its 4th year

IMAP Managed Account Awards 2021 - Submissions now open

UPDATE 20th March 2021

IMAP are now accepting submissions for the 2021 Awards
Whether you are entering for the first time, and just would like to ask a question or two, please reach out for assistance with your submissions, by contacting Jenny Phimleut of the IMAP Events Team for assistance by email or phone with any questions

E: awards@imap.asn.au Phone: +61 2 8003 4147 

Contact us

Email
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Phone
0414 443 236
 

 

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