Past Events

Here you will find full details of past IMAP events

You can view recordings of select events on IMAP's YouTube channel or via the IMAP video library.

2022 Events

23 & 24 November 2022 - FPA Congress Managed Account Zone

Managed Accounts Zone at the 2022 FPA Professionals Congress - Sydney

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IMAP's Managed Accounts Zone in Nov 2022 provided a "no pressure" environment for advisers and dealer principals to find out more about implementing and operating Managed Account services, by discussing the latest offerings, challenges, opportunities and learnings from implementing and growing managed accounts as part of the adviser solution mix.

The 2023 FPA Congress is being held in Adelaide, SA  see you there

Here is the link to the FPA Professionals Congress  home page

IMAP's Managed Account Zone expo is supported by:

Blackmore Capital
Mason Stevens
Elston Asset Management Morningstar
Evergreen Philo Capital
Milliman Zenith Partners

2021 Events

13th,15th & 17th December 2021 - Specialist Webinar Series: Investing in Disruption

Monday 13th December
Bitcoin, the other cryptos and Blockchain
• Is crypto just a fools’ bubble?
• What role can bitcoin play for investors?
• What do “miners” really do?

Presented by Greg Hobart of Monochrome Asset Management and Heath Behncke of Holon Global Investments

Watch recording

Download slides

Wednesday 15th December
Use of Artificial Intelligence and machine learning in Portfolio Management
• Is this “Man vs machine” in the analysts’ lounge?
• What role will AI play for investment managers?
• Does AI work?

Presented by Dr David Allen of Plato Investment Management and Dr James Yang of Coolabah Capital Investments

Watch recording

Download slides

Friday 17th December
What role will the disrupters and disruptive technology play in Portfolio Management?
• Are crypto currencies a new, uncorrelated asset class?
• Is there a “picks and shovels” strategy for portfolio managers?
• Does AI change the way portfolio managers think about portfolio construction?

Presented by Cameron Gleeson of BetaShares, David Wanis of Longwave Capital and Dr Jerome Lander of WealthLander

Watch recording

Download slides

Series Moderated by Rob da Silva, SQM Research 

2020 Events

2019 Events

27th - 29th November 2019 - IMAP's Managed Accounts Hub Expo supporting the FPA Congress 2019 - Melbourne

IMAP's Managed Account Zone at the 2019 FPA Congress again provided an excellent means of advisers and licensees to talk and connect with service providers in the Managed Account space in the context of all the content discussed at the Congress in sessions and networking.

Thank you to all congress delegates who supported the following managed account service providers by visiting the Managed Accounts Zone.


AMP                       Capital International Colonial FIrst State
Investsense Elston FE fund info
Philo Capital Xplore Wealth  

Read More about the FPA Congress


2018 Events

6 December 2018 Webinar - Advice in a post Royal Commission world

The Royal Commission has raised a number of issues which may affect the basic requirements for advice businesses.

We heard from Simon Carrodus – The Fold Legal – about the questions the Royal Commission is asking of all advice businesses and then Tom Bignill - Mason Stevens - discussed how he sees adviser groups responding already.

CPD Accredited courtesy of Mason Stevens.

Click here for presentations in PDF format
Click here for recording

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

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.

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