About the 2018 Portfolio Management Conference
SYDNEY 2 AUGUST 2018
8.45AM - 5.00pm (venue open from 8am)
Dockside, Cockle Bay Wharf, Darling Harbour
The full day CPD Accredited IMAP Portfolio Management Conference is a specialist event for dealer principals, adviser group management teams and advisers.
Industry specialists will speak on the following topics:
Session 1 : Making Investment Promises you can keep
Hear from a panel of Advice businesses who have untangled many of the complicated issues that can arise when building client centric Managed Account Solutions that are customisable and scalable
Session 2: Portfolio Construction Asset Allocation Game
Working in teams the conference attendees will be asked to provide portfolio construction recommendations for a number of market scenarios. The teams will be provided with statistics around economic and policy performance leading into the portfolio construction decision point and will be asked to build a portfolio for the subsequent 3 years based on optimizing total return, volatility and lowest maximum drawdown.
Session 3: VERTICAL DIS-INTEGRATION – Leaving the Mothership
As the Advice Landscape changes what are the challenges and opportunities as Advisers go out on their own? Hear from independent researchers Zenith Investment Partners and outsource RE Ironbark how leading advice licensees are establishing their own investment capability and taking control of their managed account services.
Session 4: The role of sector exposure in Equity Portfolios
Transforming Managed Account Investing - What opportunities are there in the Managed Accounts to implement and gain exposure to particular market segments and sectors in the Australian Equity Sector.
Session 5: Practical application of IE exposure in Managed Accounts
Saxo will discuss the implementation of international equities including execution, custody and reporting solutions for a managed account provider and SSGA will discuss the experience of a group that has extensively implemented international Equities solutions into their advice offering.
Session 6: Portfolio Construction Asset Allocation Game Round 2
Session 7: Meeting Retirement Income Objectives through Managed Accounts
Dealers and advisers will be discussing the unique aspects of retirement objectives and risks and how portfolios need to be constructed to be more aligned to these objectives.
Session 8: Outside the Mainstream – Looking for particular portfolio characteristics
Hear how managed account portfolios can be developed that include alternative investment strategies and how to select and blend alternative managers.
Session 9: Portfolio Construction Asset Allocation Game Round 3
Economist Panel discussion
Session 10: 2023 – What will Investment Management look like for Advisers
What are successful adviser business models going to look like?
How to manage Conflicts of Interest
How to utilise technology to enhance the client engagement.
What lessons can we learn if any from overseas
Casual business attire
Advisers $215 per ticket
Corporate $600 per ticket
Purchase a Combo ticket to attend both the Portfolio Management Conference and the Awards - Receive a 20% discount
Adviser Combo $331 per person
Corporate Combo $800 per person
LICENSEE AND CORPORATE SUBSCRIBERS receive a further 25% discount
Select the BOOK NOW button (top right of this page)
Then select the Register option (on the left hand side of the screen)
Your credit card payment options include Visa, MasterCard and AMEX using the reputable STRIPE payment gateway