Past Events

Here are the details of past IMAP events

You can view videos of these events on IMAP's YouTube channel or on the video library on on this website.

Please contact IMAP on This email address is being protected from spambots. You need JavaScript enabled to view it. for more information 

2018 Events

March 2018 Adviser Roadshow - Melbourne, Brisbane and Sydney


The 2018 Adviser roadshow was held on 19th in Melbourne, 22nd in Brisbane and 27th March in Sydney.

The event was attended by over 400 people. Sydney featured a special presentation by Sam Henderson - Henderson Maxwell and Jonathon Hoyle Stanford Brown.

The full day IMAP Adviser Roadshow was a specialist event for dealer principals, adviser group management teams and advisers. It focused on the practical implementation of Managed Account programs in established advisory businesses and how to make this truly effective for advisers and clients.

Copies of the presentation and videos can be obtained by clicking on the following links.

For the presentations click here

For the videos click here

Investment Forum 13 April 2018

2017 Events

5 December 2017 InvestTech

Tuesday 5 December 2017  InvestTech Investment Technology Conference (Sydney

InvestTech 2017 is the event where the advice and investment professions meet the technology providers.

Advice and investment are in transition and technology is driving that change, because they have to determine what technology they use to:

  1. Produce and deliver advice
  2. Manage client portfolios
  3. Implement and administer portfolios
  4. Charge fees
  5. Report to clients

Managed accounts are at the forefront of technology change. Businesses can choose among over 50 technology suppliers with live options for the advice and investment profession running managed account portfolios.

Whether it’s the integrated options from platform providers or the specialist functionality which technology providers offer meet specific needs – technology is helping advisers and managers reshape their services.

InvestTech 2017 is the event where the advice and investment professions meet the technology providers. 

Click here to link to speaker profiles,  the programme (presentations are to be found next to the speakers name) 

Managed accounts are at the forefront of technology change with over 50 technology suppliers servicing the advice and investment profession running managed account portfolios to reshape their services with integrated options from platform providers and specialist functionality.

Who was presenting at InvestTech?

- Major local platforms with technology and administration
- Global technology specialists
- Global managers showcasing US and European capability
- The Australian fintechs including those who have just started their journey of disruption.

Who attended InvestTech?
- Advice business principals – thinking about what their business will look in 5 years
- Chief Technology officers from advice and investment businesses
- Investment teams wanting to understand how technology will change what they do


30 October 2017 Investment Forum
13 September 2017 Webinar - what to look for in an SMA - an investment manager's perspective
22 August 2017 MDA Forum -Sydney/ 24 August 2017 Melbourne
14 August 2017 Dealer Investment Forum
28 July 2017 Responsible Manager Masterclass
24 July 2017 Portfolio Management Conference
10 July 2017 Webinar - identifying skill, conviction and risks
8 June 2017 MDA Forum - Maximising your business valuation
11 April 2017 MDA Providers Forum
8 March 2017 IOOF Webinar - Using Managed Accounts for investments
7 February 2017 How to Deliver on Your Portfolio Promises

2016 Events

IOOF Webinar Using bonds through a Separately Managed Account

15th November 2016 IOOF Webinar Using bonds through a Separately Managed Account to meet your clients’ income needs Webinar sponsored by IOOF

Presented by Alwyn Hung, Portfolio Manager - Fixed Income, Mason Stevens 

In this low growth environment where managed fund distributions are not guaranteed and difficult to measure and the potential for rate rises to create capital losses is high, an alternative investment strategy may be required in order to meet client financial objectives, where capital stability and certainty of cash flows is paramount.

This webinar provided information about direct ownership of a bond portfolio and how it can be an available and cost effective way to gain exposure to fixed income. It covered:

  1. alternative and cost effective fixed income solutions.
  2. knowledge about differentiating the structural risks and benefits between managed funds and direct investing.
  3. understanding about how bonds work within a Separately Managed Account.
  4. the right (and simple) fixed income solution to meet your clients’ goals based on their life stage.

All attendees received a copy the Mason Stevens Whitepaper: Distinguishing Risks between Managed Funds and Direct Ownership – a look at fixed income.

IMAP ASIC MDA Legislative Instrument Briefing
IMAP Roadshow
OneVue Adviser Webinar

About IMAP

The Institute of Managed Account Professionals (IMAP) was formed to act as the nexus in this increasingly important industry. Our aim is to bring together advisers, managers, platforms and other managed account service providers to help build a better industry.

 

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Contact Us

This email address is being protected from spambots. You need JavaScript enabled to view it.
0414 443 236
Level 2, 22 Pitt Street
Sydney NSW 2000
PO Box 4147 
Balgowlah Heights NSW 2093
Australia