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Participant Feedback - InvestTech 2018

Fantastic event, very well run.

It was a really good niche group of people who are well ahead of the rest of the industry.

Thank you for a very useful event.

Thanks Toby! Always of value.

Great to see more adviser attendees rather than so many providers.

InvestTech 2018

The event where the advice and investment professionals meet the technology providers.


 

 

 

Advice and investment are in transition and technology is driving that change, as it transforms how advisers and licensees;

1. Produce and deliver advice
2. Manage client portfolios
3. Implement and administer portfolios
4. Charge fees
5. Report to clients
6. Trade for one or many 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 to meet specific needs - technology is helping advisers and managers reshape their services.

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Great sessions
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Top industry speakers
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Platform and Technology Providers
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Fintech practical "show and tell" sessions

Helping advice and investment professionals to meet technology providers and experts

Practical and visionary speakers

Marie-Anne Lampotang
Marie-Anne LampotangGM Chalk & Stonewww.stoneandchalk.com.au
Marie-Anne is GM of Stone and Chalk based in Sydney and is our MC for InvestTech 2018. Stone and Chalk is a not for profit organisation with a focus on helping fintech startups commercialise and grow. The Sydney office has over 96 startups and 500 residents over two floors. The Mellbourne site has 180 residents and growing. Previously Marie-Anne spent 10 years at BT Financial Group where she worked exclusively in superannuation in a range of sales operations, relationship management and business development roles. Marie-Anne worked in professional services before joining BT.
Michael McQueen
Michael McQueenKeynote Speaker https://michaelmcqueen.net/
Michael McQueen, award-winning speaker, trend forecaster and best-selling author who has helped some of the world’s most successful brands navigate disruption and maintain momentum. Michael is a TV commentator, and a familiar face on the international conference circuit (has shared the stage with Bill Gates, and Apple co-founder Steve Wozniak). He was recently named Australia’s Keynote Speaker of the Year.
John Barton
John BartonDirector and CEO MGD Grouphttps://mgdwealth.com.au
John is CEO and Director of MGD Group, a privately owned and proudly self-licensed multi-disciplinary financial services firm. MGD has dedicated specialists across wealth management, taxation and accounting, self-managed superannuation fund administration, advisory, risk and succession.
Stuart Holdsworth
Stuart Holdsworth CEO - Financial Simplicityhttp://www.financialsimplicity.com
Stuart, a founder of IMAP, has combined his extensive investment industry experience with unconstrainted thinking to become Australia’s leading knowledge on managed account operations. Stuart is passionate about the growing consumer influences on the investment industry globally, and with Financial Simplicity, has helped enable over $30Bn in a myriad of managed account propositions (SMA, IMA, MDA, UMA) both here in Australia and internationally.
Shannon Bernasconi
Shannon BernasconiManaging Director WealthO2www.wealtho2.com.au
Shannon has over 17 years’ experience in Financial Services in Australia and abroad. Prior to WealthO2, Shannon was Managing Director Australia at Calastone (a global top 50 Fintech innovator company) and led the strategy, sales and growth initiatives by working closely with the Asset management, Banking and Advisor community. Prior to Calastone, Shannon was employed by Royal Bank of Canada.
Carl Brazendale
Carl BrazendaleCCO - Financial Simplicityhttp://www.financialsimplicity.com
Carl is Chief Commercial Officer for Financial Simplicity. He's spent over 25 years servicing financial services firms primarily in London, Chicago and Sydney. He's held senior management roles at ABN AMRO, and Pershing helping complex financial services firms transform their businesses to embrace a fee based, wealth management model. Prior to joining Financial Simplicity, Carl was the Chief Relationship Officer responsible for all new and existing client business as well as the strategic direction of BNY Mellon – Pershing’s Australian Business
Enda Mahoney
Enda MahoneyCTO - Mason Stevenswww.masonstevens.com.au
Enda has recently been appointed as the first Mason Stevens Chief Technology Officer to drive innovation. Enda Mahoney has 23 years of experience with fintech start-ups Bravura Solutions and CXi-Software and Impact investing designing and developing innovative platforms and teams. He also has a financial background with Macquarie Bank, nabtrade, BlackRock and Bankers Trust.
Kevin Bungard
Kevin BungardCEO - Classwww.class.com.au
Kevin Bungard is an industry expert in cloud technology, with over 30 years’ experience developing software solutions in the superannuation administration industry. Kevin joined Class in 2009 and was appointed CEO in 2014. He has overseen the commercialisation, launch and growth of Class Super, the leading cloud SMSF administration solution.
Adrian Johnstone
Adrian JohnstoneCCO - Practifi https://practifi.com/
Adrian has over 20 years experience helping advice businesses of all sizes leverage technology for growth. In his role as Practifi's Chief Commercial Officer, Adrian drives the go-to-market strategy and product direction globally, gaining deep insight into the needs of advisers the world over. He is a regular visitor to the stage for keynote and panel sessions in Australia & the US on how to make technology deliver value.
Andrew Connors
Andrew ConnorsManaging Director - Fincasthttp://www.fincast.com.au/
Andrew’s background is in funds management, including; Deutsche Asset Management, MLC Investment Management and INVESCO. Andrew and the Fincast team have created an interactive goal based advisory platform for advisers to use with clients, that is designed to increase client engagement and help advisers to more easily create and execute robust solutions, matched to prevailing market conditions. Andrew is also the Director of Quilla, a leading provider of managed account and investment solutions.
Martin Morris
Martin MorrisHead of Distributionwww.praemium.com.au
Martin has 26 years of industry experience spanning both Australia and the UK markets and held national roles in both product distribution and AFSL management. Martin has attained his MBA, is a Graduate of the Institute of Company Directors and is an accredited behavioural sales coach. His role at Praemium includes the responsibility of mentoring and managing the distribution team to grow the Praemium platform and suite of solutions by helping advisers build more profitable, engaging and sustainable businesses.
Wayne Lipshitz
Wayne LipshitzHead of BFS Connectivity - Macquariehttp://www.macquarie.com.au
Wayne leads the team developing Connectivity Services for Macquarie’s Banking and Financial Services Group (BFS). Connectivity Services include the industry leading External Systems Interface (esi) data feeds which allow financial advisors to access their clients’ account information on the software platform of their choice, empowering them to better manage their clients’ finances. Wayne’s current focus is to ensure that these services continue to be industry leading and meet the needs of the ever changing financial management industry and regularity environment. He has 15 years of retail banking experience.
Jamie Wickham
Jamie WickhamManaging Director - Morningstar Australasiahttps://morningstarinvestments.com.au/
Jamie is responsible for leading Morningstar’s business in Australia and New Zealand. He has held senior product roles at Morningstar including Head of Products and Client Solutions, Asia-Pacific; responsible for Morningstar’s product development and client solutions activities in the region. Prior to that Jamie was based in Morningstar’s London office and served as Head of Global Data and Research Products. Jamie has over 20 years of experience in the financial information and research industry with management roles spanning product, operations, sales and technology. He began his career as the founding employee of Aspect Financial in 1997 – a provider of equity data and research.
Andrew Braun
Andrew BraunHead of Marketingwww.netwealth.com.au
Andrew Braun is head of marketing at netwealth. He has spent over 15 years working with digital technologies as a technician, strategist and marketer. He is passionate about how the internet and new technologies influence us, our relationships and how we do business
Euan Sneyd
Euan SneydNational Manager – Institutional Solutions Colonial First Statehttp://www.colonialfirststate.com.au
For over 18 years Euan has been working with advice businesses to build commercially sustainable Advice Businesses while providing quality and strategic advice to their clients. He is passionate about helping Business Owners unlocking the potential both in their businesses but also with their clients.
Toby Potter
Toby PotterIMAP - Chair https://imap.asn.au
Toby has championed IMAP's mission for a number of years and is a key contributor for IMAP (along with others) in the representation to ASIC on recent changes to the MDA regulations and ongoing regulatory matters. His experience in the wider investments market is extensive and his advice and experience is frequently sought after for his breadth and detail, plus his knowledge of the people in the industry. His working experience includes key roles for NAB, IOOF, Morningstar, Managed Accounts, SFG Australia
Steph Sandoval
Steph Sandoval Product Manager - Classwww.class.com.au
Steph Sandoval has been with Class for 5 years, working as a software developer in both data feeds and the Class Super product development team. In June of this year Steph moved to the role of Product Manager for the Feeds and Automation team to help drive the product strategy for automation at Class. Prior to this Steph was part of the engineering team at Shoes of Prey, an Australian start-up company after graduating from Computer Science and Mathematics at UNSW.
Shane Muscat
Shane MuscatHead of Strategic Saleswww.hub42.com.au
Shane Muscat is the Head of Strategic Sales at HUB24 and forms part of the HUB24 sales leadership team. Prior to joining HUB24 Shane worked with Colonial First State for 15 years as their Head of Institutional Sales. Shane has worked in the financial services industry for over 20 years predominantly in the Wrap Platform space and has been involved in the establishment and success of both the Macquarie and Colonial Wrap platforms. A core responsibility of Shane’s role at HUB24 is the development and implementation of large sales initiatives to continue supporting the HUB24 growth story.
James McGowan
James McGowanGeneral Manager Wealth Management Matters & WMM Portfolio Serviceshttps://www.wealthmanagementmatters.com.au/
James is the General Manager of Wealth Management Matters and WMM Portfolio Services. WMM was established in late 2016 by WCA Chartered Accountants in Lismore. WMM is all about supporting like minded integrated wealth management business with all the tools and support they need to focus on helping clients achieve their goals and objectives

Event Programme

8.00 - 8.45 am

Registration & Coffee

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

Opening Address

Toby Potter IMAP Chair Advice, and Investment are in transition and technology is a key driver of that change. Introducing our MC for today - Marie-Anne Lampotang
9:00 - 9.45 am

Keynote Speaker- Michael McQueen

Principal sponsor Praemium's CTO Adam Pointon is delighted to host Michael McQueen, award-winning speaker, trend forecaster and best-selling author who has helped some of the world’s most successful brands navigate disruption and maintain momentum. Michael will outline some of the key technology trends that will shape the future, the impact these are having on consumers and strategies businesses can use to adapt and emerge stronger than ever. Voted as Australia’s Keynote Speaker of the Year this is a session not to be missed
9.45 - 10.20 am

Does the Connected Universe work? What does Open Data mean for Advisers?

Kevin Bungard CEO, Steph Sandova Product Manager, both from Class, and Wayne Lipschitz Product Owner Open Platforms for Macquarie will talk about connecting using technology, the power of data exchange and how advisers can make best use of this technology.
10.20 - 10.45 am
10.45 - 11.05 am

Fintech #1 - Practifi

Adrian Johnstone CCO Practifi will present and demonstrate their technology offerings for Advisers with a focus on Managed Accounts. His theme is using Technology for Growth. Adrian will provide global insights into the technology tools needed to build a leading edge firm from back-office efficiency and exceptional customer experience, to deep management insights.
11.05 - 11.40 am

Digital Rising

Euan Sneyd National Manager – Institutional Solutions Colonial First State.In this presentation we discuss what digital to financial advice, how it works, and how it could benefit your advice business. An increasing number of advice businesses recognise the importance of using technology to improve efficiency and the digital client experience, but surprisingly a low number actually still intend to invest in available low cost technology. We explore why and examine why some companies have experienced huge success while others have faltered.
11.40am - 12.10

I’ll have what they’re having. What technology do USA advisers use?

Jamie Wickham - Managing Director of Morningstar Australia and New Zealand will bring an international perspective to Advisers using technology to manage and grow their business.
12.10 - 1.00 pm
1.00 - 1.35 pm

Using Technology to build Client Portfolios

Andrew Connors Managing Director - Fincast, Shane Muscat Head of Strategic Sales at HUB2 and James McGowan General Manager of Wealth Management Matters will talk about use of advisory platforms by advisers for better engagement and outcomes with clients.
1.35 - 2.05 pm

Partnering with a service... The new alternative

Panel discussion chaired by Enda Mahoney CTO Mason Stevens with Shannon Bernasconi - Managing Director - Wealth O2
2.05 - 2.20 pm

Fintech#2 - Financial Simplicity Presented by Stuart Holdsworth and Carl Brazendale

How do you achieve a client focused, completely personalized portfolio service focusing on the unique needs of each investor while at the same time improving efficiency, compliance and reduce risk? Stuart Holdsworth CEO and Carl Brazendale CCO of Financial Simplicity will showcase how it is possible for managed account portfolio managers and advisers to simultaneously monitor and make mandated decisions in seconds (‘rebalance’) on thousands of unique investor portfolios in any tax wrapper, any currency, and any asset class, resulting in relevant trade orders, bulked trade orders or portfolio review documents and ROAs for each investor.
2.20 - 2.50pm

Here’s what I really want – A Licensee thinks through the technology stack.

Hear from John Barton Director and CEO of MGD discuss his experience with technology providers. In this session, you will learn what you should be looking for, the questions you need to ask and ultimately what will help your business thrive in today's demanding market
2.50 - 3.15pm
3.15 - 3.45 pm

Technology’s role in addressing the value proposition dilemma

Technology is playing an increasing role in delivering value from Licensee to Adviser and subsequently Adviser to investor. With licensees having to review and consider their role in providing business solutions to advisers, it is important to understand how the technology available to them can assist. This is particularly pertinent in the Managed Account sector, as advisers look to increase their client engagement models and interact more frequently and seamlessly with their clients. Martin Morris Head of Distribution for Praemium will provide insights into how Managed Account technology can be utilised to address this value proposition dilemma.
3.45 - 4.30 pm

Removing friction from your customer's journey

Andrew Braun General Manager of Marketing at Netwealth says client expectations are changing. People are comparing advice businesses with companies like Google, Airbnb and Amazon, and are demanding the same level of personalised service. And with this change in expectation comes Advisers' chance to innovate. In this interactive workshop, Netwealth will share with you a number of tools it has created to help your business innovates its customer’s journey. Discuss with your peers ideas that you can take away and implement in your practice today.
4..30 - 4.45 pm

Event Sponsors

Principal Sponsor

Praemium

Supporting Sponsors

Financial Siimplicity
Hub24
Macquarie
Morningstar
Netwealth
Practify
CCUBE Integrated Wealth
WealthO2
IOOF
Adviser Registrations
  • Advisers registrations for individuals and groups
  • Get access to all sessions
  • Special IMAP Dealer group / Licencee Subscriber discount
  • Access to all Presentations / Videos
Book a table
  • Premium table location at the venue
  • Bring your guests
  • Standard table 8 people
Call Jane McIlroy P: 0411 420 180 E: jane.mcilroy@imap.asn.au

From 2017

Photo Gallery

Whats going on

Event Blog

Where to find us

Venue & Info

Venue Details

InvestTech 2018 is being held at the Amora Hotel

In the heart of Sydney's CBD, five star Amora Hotel Jamison Sydney offers full conference amenities and has spacious, boutique guest rooms with separate bath and shower, along with a service that sets the standard for Sydney hospitality.

An easy walk from Circular Quay, The Rocks, Barangaroo and Opera House, and only a few minutes from Wynyard train station makes Amora one of the most desired locations for those travelling on either business or leisure.

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

https://www.amorahotels.com/hotels/amora-hotel-jamison-sydney

 

Event Venue's Address:

11 Jamison Street, Sydney CBD, NSW 2000

Access to the hotel on Jamison Street by car is via York Street

Please note George Street road blocks are being progressively closed to general traffic for light rail construction.

Contact Details for Enquiries about InvestTech 2018

Please contact the IMAP Event team with any queries:

Email Address: support@imap.com.au

Phone:             +61 2 8003 4147 

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© 2018 IMAP - Institute of Managed Account Professionals

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