IMAP's Independent Thought Melbourne Conference 18th October 2022

Managing Portfolios in a Global Crisis

Adviser portfolio managers & consultants are now responsible for $billions in Managed Account assets for individual client investors.
This shift in responsibility from fund managers to investment committees brings with it, the complex challenges of designing portfolios to meet client goals.
How are they tackling the challenges of building portfolios for 2023 and beyond?

Independent Thought is your opportunity to hear how the teams close to investor portfolios are meeting the challenges of global threats of war, inflation, growth, interest rate rises, volatile market returns, the risk of stagflation, geopolitical uncertainty and the resulting impact on portfolio returns.
The Melbourne Program address key investment themes and follows the Sydney program (which examines specific asset classes):


18th October 2022

In Person Location:

Arts Centre, St Kilda Road, Melbourne

Register Now for EARLY BIRD RATES:

IMAP thanks our Keynote Speakers & Hosts

IMAP thanks our Portfolio Managers Speakers

Melbourne Conference Program

8.00am - 8.45am

Registration & Coffee

You are welcome to arrive and register from 8am
8.45am - 9.00am

Welcome & introduction

David McDonald Conference MC & Toby Potter IMAP Chair
9.00am - 9.25am

Keynote - Global influences on domestic equities

Bob Cunneen, Chief Economist (MLC)
9.25am - 10.10am

The opportunites that illiquid investments offer to Managed Accounts

Louis Christopher (SQM), Dale Holmes (Spire Capital) & Rebecca Jacques (Mercer)
Moderated by Francey Taylor (AMP)
10.10am - 10.35am
10.35am - 11.05am
11.05am - 11.30am

Keynote - Why is it so difficult to beat the benchmark?

Tim Edwards - Global Head of Index Investment Strategy (S&P Dow Jones Indices)
11.55am - 12.40pm

Where do we go for income?

Mik Kase (Schroder), Charles Hamieh (Clearbridge) & Adam Bowe (PIMCO) Moderated by Daniel Stojanovski (Centrepoint Alliance)
12.40pm - 1.40pm
1.40pm - 2.25pm

Where to look in international equities?

Alex Cousley (Russell Investments), Monik Kotecha (Insync) & abrdn
Moderated by David McDonald (IMAP)
2.25pm - 3.10pm

Is Net Zero the next asset class?

James Kingston (Blackrock) & John Woods (Australian Ethical)
3.10pm - 3.35pm

Introducing Our Conference Presenters

David McDonald, CFA <br/>
David McDonald, CFA
Investment Specialist - IMAP
Brett Sanders <br/>
Brett Sanders
Chief Executive Officer- Philo Capital Adviser
Caitriona Fay<br/>
Caitriona Fay
Managing Partner, Community & Social Investment - Perpetual Private
Chamath De Silva, CFA<br/>
Chamath De Silva, CFA
Senior Portfolio Manager - Betashares
 Chris Carrodus, CFA <br/>
Chris Carrodus, CFA
Senior Asset Consultant, Evidentia Group
Claire Casucci, CFA<br/>
Claire Casucci, CFA
Senior Consultant - Frontier Advisors
Dale Holmes<br/>
Dale Holmes
Director - Spire Capital
David Berthon-Jones, CFA<br/>
David Berthon-Jones, CFA
Joint Chief Investment Officer - Aequitas Investment Partners
Deanne Baker<br/>
Deanne Baker
Portfolio Manager, Multi Asset - Lonsec
Glen Foster<br/>
Glen Foster
Head of Risk Senior Portfolio Manager - Atrium
Greg Pease, CFA<br/>
Greg Pease, CFA
Partner & Investment Committee Member - Evidentia Group
Hugh Dive, CFA <br/>
Hugh Dive, CFA
Chief Investment Officer Atlas Funds Management
James Harwood, CFA<br/>
James Harwood, CFA
Senior Portfolio Manager - Russell Investments
Jay Sivapalan<br/>
Jay Sivapalan
Head of Australian Fixed Interest - Janus Henderson Investors
Jonathon Costello, CFA<br/>
Jonathon Costello, CFA
Chief Executive Officer - Western Asset Management
Kieran Rooney <br/>
Kieran Rooney
Senior Consultant - Evergreen Consultants
Leah Willis<br/>
Leah Willis
Head of Client Relationships - Australian Ethical
Lukasz de Pourbaix<br/>
Lukasz de Pourbaix
Executive Director & Chief Investment Officer - Lonsec
Matthew Swieconek <br/>
Matthew Swieconek
Head of Investment Relations - Findex
Michael Salvatico<br/>
Michael Salvatico
Head of Asia Pacific ESG Business Development - S&P Global Sustainable1
Neil Rogan<br/>
Neil Rogan
Head of Adviser and Intermediary Solutions - Russell Investments
Raf Choudhury<br/>
Raf Choudhury
Investment Director, Asia-Pacific abrdn
Robert Talevski<br/>
Robert Talevski
Founder & Managing Director - Activus Investment Advisors
Tom Schubert<br/>
Tom Schubert
Co-founder & Managing Partner of Drummond Capital Partners
Vessela Tasker<br/>
Vessela Tasker
Director - Greenwood & Co.
Victor Huang<br/>
Victor Huang
Practice Leader - Milliman Australia
 William Higgins, CFA<br/>
William Higgins, CFA
Senior Investment Research Analyst - DFS Portfolio Solutions

Venue Details - Melbourne 18 October 2022

IMAP Portfolio Management Conference - MELBOURNE is being held at the Arts Centre, St Kilda Road near to the heart of Melbourne's CBD.

Contact information and full details for the hotel venue can be found on their website

Event Venue's Address:

100 St Kilda Rd
Melbourne VIC 3004
Melbourne, 3000 Australia
Phone:  (03) 9281 8000


Meet the IMAP Events Team

Toby Potter<br/>
Toby Potter
IMAP - Chair
Jenny Phimleut<br/>
Jenny Phimleut
Program Director IMAP
David McDonald, CFA<br/>
David McDonald, CFA
Investment Specialist, IMAP

Please contact the IMAP Event team with any queries:

Email Address:

Phone: +61 2 8003 4147 

Contact us

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0414 443 236