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Thank you to everyone who attended and for your positive feedback.

Thank you also to all our speakers and sponsors for making this a useful and interesting fintech event for advisers and  the managed accounts community.

Presentations are available below and through the conference app and CPD points will be sent to you. 

Photos from teh event are shown in a photo gallery below

InvestTech 2019

Each year IMAP hosts InvestTech, where you can see a show case of the technology developments in our industry, which are transforming advice and portfolio management services. Plus you will hear from your peers on their experiences and be able to network with 200 attendees and walk around the exhibit area.

 

The InvestTech 2019 programme features:

  • The emerging advice generation software
  • Portfolio analytic tools
  • Presentations from IMAP Innovation Awards 2019 finalists 
  • Machine learning in a platform near you 
  • The potential of a data warehouse – for advice businesses

See more details in the Conference Agenda below...

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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

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 opening remarks on the imperative to "Get Connected", and introduces our MC for today - Marie-Anne Lampotang
9:00 - 9.35 am

Advice business transformation through portfolio risk technology

In this session Damien Mooney from BlackRock will explain why risk matters and how risk technology is improving the adviser/client experience. Drawing on experiences from around the globe, the session will outline why understanding risk in portfolios is more vitally important than ever before, and why wealth management firms can and should be using sophisticated technology already in use by investment management firms for decades to advise on investor portfolios. The session will outline examples of how risk technology is enabling better outcomes for advised clients, greater efficiency in how advisers run their practices and crucially how this technology is improving advice firms’ ability to monitor their business for regulatory purposes.
9.35 - 10.15 am

Developing a technology strategy

As winner of the IMAP Managed Accounts Award for Innovation, Praemium’s Martin Morris and Adam Pointon will discuss the next-generation of managed account technology, key influences on technology strategy and developing a innovative business culture, as well as outlining some of the methodologies you can utilise to drive your own technology projects.
10.15 - 10.40 am
10.40 - 11.15 am

Budgeting for technology - technology as a driver of your business strategy

Lifewealth the Lonsdale Innovation Practice of the Year is so serious about technology that they have a Digital Division. Jason Harwood CEO of Lifewealth talks us through how he makes technology strategy reflect business strategy
11.15 - 11.50am

Goals based advice tech - 2020 and beyond

Jacqui Henderson of Advice Intelligence brings a unique perspective on our journey through advice past, present and future. Using goals-based advice (GBA) tech to create a sustainable advice model of the future. • Why goals based advice tech is the future? • What does goals based advice really mean? • How do you practically use GBA with clients to improve your Customer experience?
11.50 - 12.30pm

Managing an advice business in a time of heightened risk focus

Risk management in advice businesses is moving from an audit and sample methodology to a continuous monitoring requirement. But how do the senior managers in advice businesses understand which are critical risks and which are less significant? How do principals in an advice business know that their risk management is grounded in solid data? How can data and tech move licensees from a reactive to proactive approach, identifying risks before they become issues. These are the challenges all owners of advice businesses must answer. Hear Stuart Frith, ex ASIC and now leading Iress' data intelligence business, talk about using data to manage ongoing and ad hoc risks.
12.30 - 1.30pm
1.30 - 2.05pm

Can we learn from wealth management technologies used in USA?

Morningstar grew from a Chicago based start-up to a global investment research company. Join Jamie Wickham as he shares how Morningstar is using technology to help shape the future of financial advice.
2.05 - 2.50pm

Can you answer these questions? – evidence that advice businesses need a data warehouse

Our panel comprised of Julian Pitt – Centrepoint Alliance, Tony Carter – AZNGA and Ronan Leonard - Refinitiv confront our reality of "data data everywhere, but how do we look after it?" You will find out more about the new tool in wealth management - Data Warehouse and how this integrates with your technology stack
2.50 - 3.15pm
3.15 - 3.50pm

If you want something done properly you’ve got to do it yourself

The paper-based fact find has been used by advisers for more than 20 years. ifactFind is a method of recording, updating and tracking information that can be exported (API or CSV) into (technically) any financial planning. It wasn't available -so i built it! Presented by Paul Moran of Moran Partners Financial Planning
3.50 - 4.25pm

Portfolio management – Look Ma, No platform

Tony Lynch, a director of FinClear, will explore: - The rapidly changing world of platforms and managed accounts in Australia today - The difficulties of differentiating between multiple service providers and the maze of acronyms and jargons in our industry - The simplicity of using HIN based Managed Accounts as an alternative to platforms and/or custody models.
4.25pm

Toby Potter Chair IMAP

Closing remarks followed by networking drinks

Helping advice and investment professionals to meet technology providers and experts

Practical and visionary speakers

Marie-Anne Lampotang
Marie-Anne LampotangGM Chalk & Stone
Marie-Anne is the Sydney GM of Stone and Chalk (S&C) and is our MC for InvestTech 2019. S&C is a not for profit organisation with a dual focus of helping startups commercialise and grow, and corporate partners innovate from the outside in. S&C was born in fintech in Sydney and has now expanded in Melbourne in Adelaide as it replicates this model with different sectors. Prior to joining S&C, Marie-Anne spent 10 years at BT Financial Group where she worked exclusively in superannuation. Prior to that she worked in professional services.
Martin Morris
Martin MorrisHead of Distribution - Praemium
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.
Paul Moran
Paul Moran Principal - Moran Partners Financial Planning
Paul is a Self Managed Super Fund Specialist Advisor (SSA) and Certified Financial Planner (CFP) and is a sessional lecturer at Victoria University in wealth management & risk management/insurance. Prior experience includes an independently owned practice in North Carlton, Regional Manager in Financial Planning for a major Bank, and Exec Manager with a public sector superannuation fund. He holds a Bachelor of Applied Science, Associ Dip. Health Science, Dip.Financial Planning, MBA and Master of Taxation & Financial Planning. He was both the Victorian & Australian ‘Financial Planner of the Year’ for 2004, Finsia Practitioner Award Winner 2003, and a member of the AFR Smart Investor Top 50 Financial Planning Master Class in 2004, 2006 and 2012.
Stuart Frith
Stuart FrithSales & Delivery Director LUMEN - IRESS
Stuart is a financial services exec with 20+ years senior leadership achievement leveraging technology & regulation to build client-focused businesses. His experience covers business development, project delivery & GM experience with financial technology companies, banks, exchanges and regulators in Australia, Asia and Europe. He holds a Bachelor of Electrical Engineering from UNSW,
Jacqui Henderson
Jacqui HendersonFounder & CEO - Advice Intelligence
Jacqui Henderson’s 10+ years’ experience in private wealth, coupled with her previous experience in the telecommunications and technology industries, united her background in fintech. Jacqui is passionate about goals based advice, customer experience, human behavioural science and artificial intelligence, the foundation of the innovative a.i. software (www.adviceintelligence.com).
Jason Harwood
Jason Harwood CEO - Lifewealth
Jason has more than 2 decades of experience in the financial advice industry, with the last five as CEO of Melbourne-based Lifewealth Group. MBA qualified, Jason's passion is building great business environments with people focused on meaningful and rewarding work, in turn constantly striving to improve the client experience, with technology solutions playing a major role.
Julian Pitt
Julian PittHead of Transformation Program Delivery - Centrepoint Alliance
Julian has 20+ years experience in financial services in roles including administration, product development, sales across both platform & funds management, & practice management. Julian focuses on assisting financial advisers build the best business they can by delivering robust decision making frameworks. and improving the ‘ease of doing business’.
Damien Mooney
Damien MooneyHead of Aladdin Wealth Tech Asia Pacific - Blackrock
Damien helps retail & wealth distribution partners transform their business through technology. Damien identifyies tech-oriented distribution partnerships & digital ventures opportunities. He's on the BlackRock's Asia Pac EXCO & Global Operating Committee. Prior internal roles included Retail & Wealth Business & Chief Marketing Officer for Asia Pac. Previous experience - Fidelity International, Egg Invest, Zurich International & Prudential Assurance UK. He holds a BSc & Dip (Hons) in Property Economics - University of Dublin & Post Grad Dip. Bus. Admin - University of Limerick.
Ronan Leonard
Ronan Leonard Head of Market Development, Wealth Management Pacific - Refinitiv
Ronan's role is to drive the Wealth strategy for the region, identifying industry trends & suitable partners for Refinitiv's open data platform & building integrated advisor and investor solutions. He works closely with Retail brokers, Dealer Groups, Private Wealth Management firms and Platforms. Previous roles include 7 yrs at IRESS as BDM for Private Wealth solutions. He has a BA Honours Degree in Finance. A proud Irishman, Ronan migrated to Australia in 2007 on a working holiday visa, met a Brisbane girl and now has 2 kids.
Tony Lynch
Tony Lynch Director - Finclear
Tony has worked at a diverse range of financial services firms over the years: ranging from Egg Bank (the world’s first and then largest internet bank), to a London Hedge fund. Having direct experience of large corporate life at Arthur Andersen and Bank of New York Mellon, along with roles at early-stage high growth companies, gives Tony a unique prospective. Tony believes there is another way to be successful in life and business rather than the traditional corporate model that dominates the world today.
Tony Carter
Tony CarterCIO - AZNGA
Tony is a technology & data professional with extensive experience delivering value to organisations. He is a strategic thinker with commercial acumen, who utilizes data to identify and solve business problems.Tony joined AZ NGA in 2017 to implement data strategy as Data driven decision making is at the core of AZNGA’s M&A activities and performance support. Tony’s extensive management & solution experience, in a variety of industries (consulting, insurance, media, health) and organizational types (start-up, SME, corporate, transformational), equips him to provide the right solutions & commercial outcomes for AZ NGA and its group of firms. Tony holds a Bachelor of Applied Science in Computing - University of Technology -Sydney
Jamie Wickham
Jamie WickhamCEO Morningstar Australisia
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
Toby Potter
Toby PotterIMAP Chair
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 (since rebranded to Xplore Wealth), SFG Australia
Jane McIlroy
Jane McIlroyNational Marketing/Events Director
Jane is a Director of IMAP and very focused on ensuring that IMAP's conferences, events and webinars continue to succeed as they have over recent years. She brings a wealth of knowledge and experience in the investments market and the people that make it all happen. Jane also brings her experience as current Marketing and Events Manager for the self-managed Independent Superannuation Funds Association
Jenny Phimleut
Jenny PhimleutProgramme Manager - IMAP
Jenny manages IMAP's digital presence as well as its program of conference events, webinars and publications and works closely with Jane and Toby. She is responsible for maintaining IMAP's processes and policies as well as developing promotional material. Her Financial Services background covers Next Financial working in Product and Portfolio Management and Shadforth Financial Group.

Please support InvestTech's Sponsors and talk with them about your plans

Advice Intelligence
Finclear
Iress
ishares
Macquarie
Morningstar
Praemium
Refinitiv
Adviser Registrations
  • Please register for your preferred venue using the Registration button above:
  • Advisers registrations for individuals and groups
  • Get access to all sessions
  • Free conference app
  • Special IMAP Dealer group / Licencee Subscriber discount
  • Access to all Presentations / Videos
BOOK A TABLE FOR 8 PEOPLE
  • Be together with your colleagues or networking contacts.
  • Book a Premium table location at this event
  • Bring your guests and colleagues
  • Standard table seats 8 people
  • Build your brand profile
  • Call IMAP's Event Director 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 2019 is being held at the Amora Hotel, which is right in the middle of Sydney's CBD.

Amora Hotel Jamison Sydney  is 5 star and 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, right by teh new tram in George St, and only  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 2019

Please contact the IMAP Event team with any queries:

Email Address: support@imap.com.au

Phone:             +61 2 8003 4147 

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