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.

Free IMAP Webinar: Bringing Institutional expertise to an Advice practice
11
August
2020

Bringing Institutional expertise to an Advice practice - Webinar

In the most volatile markets, portfolios are tested for their resilience.

Engaging an Institutional Investment Consultant with sophisticated investment tools, global knowledge and depth of experience may be key to finding opportunities. In this webinar,

Rebecca Jacques of Mercer and Michael Karagianis of JANA Investment Advisers explain how they resolve key risks that practices face

Moderated by Paul Saliba of Evolutionary Portfolio Services This webinar is FASEA CPD Accredited
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Using Case Study examples, the panel will discuss;

• What you get from an institutional consultant

• How will you be serviced – will you be able to build up the sort of personal relationship which you might expect from an individual consultant

• How customisable the portfolios are

• What reporting should you expect 

IMAP Managed Accounts Awards 2020
27
Aug
2020

IMAP Managed Account Awards 2020

Congratulations to the Finalists

Be part of recognising the advances and achievements of the Finalists in the Managed Account Categories for Licensees, Investment & Innovation Success in the Awards will demonstrate to your staff, advisers and clients what it is that sets your services apart and you’ll have the logos and trophy to prove it. The Virtual Awards Ceremony will take place at 5pm AEST on 27 August 2020 via Zoom
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7
SEPT
2020

InvestTech 2020 "Spolit for Choice - Beset by Risk"

Important Update - IMAP's InvestTech 2020 conference is going Virtual with a 1 hour webinar each day from Monday 7th to Friday 11th Sept 2020
The conferences focuses on the latest technology developments relating to development and efficiency of managed accounts.

This year's theme is "Spolit for Choice - Beset by Risk"

Please join us as our presenters take us through ways to successfully apply technology to deliver improved service to financial advisers for the benefit of their clients.

Registrations will be opening soon for conference attendees

If you have any queries please contact Jenny Phimleut IMAP Events team
P: 02 8003 4147 E: jenny.phimleut@imap.asn.au

Contact us

Email
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Phone
0414 443 236
 

 

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