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.

25
JUL
2019

Free Webinar - The Resilience of Property Credit

12.00PM - 1.00PM

Presented by Michael Watson, Head of Distribution - Private Wealth Management

LaTrobe Financial

The property credit market in Australia is undergoing a period of change. Factors such as the Banking Royal Commission, macroprudential reform, increased costs of funding and the ups and downs of the property market are affecting the dynamics of the sector and the outcomes for participants.

The recent fallls in RBA rates have left portfolios with higher income goals even more short of options to meet those goals. This webinar will cover the role that property credit can fulfill in portfolio construction for this type of investor. 

Hear from Michael Watson, Head of Distribution - Private Wealth Management at La Trobe Financial as he examines the property credit market in Australia. From this webinar you'll learn:

The sources of return for investors

The outlook for yield in this market

The way to meet the liquidity requriements in managed accounts 

The risk exposure compared to other interest bearing options

30
JUL
2019

Free Fintech Cocktail evening - Fintechs and AI

5.00PM - 7.00PM

Vault and Bunker Rooms - Stone and Chalk

11 York Street, Sydney

Technology is determining the future of managed accounts - come along to the first IMAP Fintech event for 2019/20 to hear how AI will shape investing decisions and learn from two emerging homegrown fintechs and a global leader.

• Investum - was a 2019 IMAP Innovation finalist which enables every client's portfolio to be managed individually. Hear Regis Gapaillard talk about portfolio automation

• Advice Intelligence - Jacqui Henderson talks about setting a new standard in portfolios built for Goals Based Advice

• Refinitiv Financial Technology expert, Dr Alex Johnson will talk about how to leverage data and work with Artificial Intelligence systems
6
AUG
2019

Portfolio Management Conference 2019: Strategic Perspectives - Sydney

8.45am - 5.00pm

Amora Hotel, 11 Jamison Street, Sydney

The IMAP Portfolio Management Conference 2019 will take place in Sydney and Melbourne and is designed to provide client portfolio investment managers with insights and information that they can use to manage portfolios.

The Sydney conference will have a focus on higher level issues such as asset allocation, tactical and dynamic positioning, and manager selection.
17
SEP
2019

Responsible Manager Masterclass - Sydney

8.45am - 5.00pm

BlackRock Curl Curl Room

Level 37, Chifley Tower, 2 Chifley Square, Sydney

This Masterclass is CPD accredited and will help current and potential Responsible Managers to understand their general obligations and responsibilities as well as the specific requirements for businesses offering MDA services.

$990 incl. GST Lunch will be provided

22
OCT
2019

Portfolio Management Conference 2019 - Melbourne - Save the date

The IMAP Portfolio Management Conference 2019 will take place in Sydney and Melbourne and is designed to provide client portfolio investment managers with insights and information that they can use to manage portfolios.

The Melbourne conference will focus on the details such as security selection and blending and risk management. More information to come.

Contact us

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  Address
Suite 206, Level 2, 165-167 Phillip Street, Sydney NSW 2000