Strategic Insights - Asset Allocation, Portfolio Construction and Manager Selection for Managed Accounts
IMAP's Portfolio Management Conference 2019 - Strategic Insights
Sound long term investment strategies need to meet your clients' consultants' needs (whether for growth or income) and in the current volatile market conditions is as demanding on Advisers, Investment Committees, and Portfolio consultants as it has ever been.
Come along to the IMAP Portfolio Management Conference and find out more ...
Please scroll down for the full program details, but here are a few highlights
- Making managed account investment processes reflect an advice philosophy
- Selecting managers who can deliver on your investment philosophies and combining them in effective portfolios
- Understanding, measuring and managing portfolio risk in managed accounts
- Implementation - Platform IP, trading for lower liquidity investments, ETFs
- The inputs and how to determine appropriate allocations.
- The value add of dynamic and tactical decision making and what can we adequately forecast.
Attendees qualify for CPD points from the FPA
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Insightful and valuable sessions
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Great presenters
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People to network with
Event Programme
- Portfolio Management Conference Programme 2019
8.00am - 8.45am
Registration & Coffee
You are welcome to arrive and register from 8am
8.45am - 8.55am
Opening Address
Toby Potter IMAP Chair discusses today's theme of Asset Allocation, Portfolio Construction and Manager Selection for Managed Accounts and introduces Paul Saliba - our MC for today.
8.55am - 9.35am
How to Deliver on your Investment Philosophy through Combining Fund Managers
Panel discussion with Michael Karagianis, Private Investment Consultant at JANA, Ashley Owen CIO of Stanford Brown / Soteria and Lukasz de Pourbaix CIO of Lonsec Investment Solutions will share their methods of selecting fund managers and combining them for portfolios to reflect their investment philosophy.
The panel is moderated by Brad Matthews of Brad Matthews Investment Strategies
9.35am - 10.15am
A Practical Application of Asset Allocation
Panel discussion moderated by Vinnie Wadhera, including David Bassanese - Chief Economist, BetaShares and Rob Coyte CEO, Shartru Capital
Synopsis: These practioners will share their uncomplicated and intuitive approach to Dynamic Asset Allocation (DAA); and the importance of focussing on getting the big decisions right to meet investment objectives.
10.15am - 10.45am
Objective Based Portfolio Construction with Schroders - Session 1
Presented by Stephen Kwa CFA Schroders
10.45am - 11.05am
11.05am - 11.45am
Practice based investment management
What needs to be in place in your practice to efficiently run your investment management in-house, and what are the issues that need to be addressed? Presented by Piers Bolger CIO – Winners of the 2019 IMAP Licensee Managed Account Award, Martin Crabb CIO Shaw and Partners. Moderated by Damian Cilmi, Head of Investment Managers and Governance, Praemium.
11.45am - 12.20pm
Those are my Values and if you don't like those - Well, I have others, Groucho Marx
Industry experts Charles Stodart, Investment Specialist at Zurich Investments and Jason Todd, Head of Investment Strategy at Macquarie Wealth Research will share their thoughts on how to apply ESG in Managed Accounts. Moderated by Angela Ashton of Evergreen Consultants.
They will explore; why ESG is being focused on now, the various approaches to quantifying ESG , the role of Advisers in this space, the impact of ESG on investment performance, Global emerging pressures around ESG and how a manager should incorporate it into an investment process.
12.20pm - 1.10pm
1.10pm - 1.50pm
How to Use Alternatives in Managed Account Portfolios
Alex Donald of Ironbark, Sam Mann of Longreach Alternatives and Brook Sweeney of Lonsec present on ways that "Alternatives" are changing the way we look at investments and during volatile times or major market reversions like December 2018, Investors are constantly looking at ways to protect their portfolio.
But how does Alternatives make a difference, why is it the asset class to use to protect my portfolio and what should I be looking out for in an Allocation?
In this panel session hear from the industry leaders in Asset Management and Research and get up and personal about Alternatives as an asset class.
Moderated by Nigel Douglas of Douglas Funds Consulting.
1.50pm - 2.20pm
Building better portfolios
Paul Saliba introduces James Kingston - Director & Head of BlackRock's APAC Portfolio Analysis & Solutions who will talk further to the concept that Portfolio construction is like building a house. It needs a strong foundation next to considering crucial fiduciary considerations. This session will focus on the portfolio construction process, highlighting the importance of asset allocation and will discuss the merits of blending active and passive investments.
2.20pm - 3.00pm
Don't try this at home - Risk management for Managed Accounts
Max Cappetta of Redpoint and Vincent Parrott of Mercer present on "understanding, measuring and managing portfolio risk in Managed Accounts" . Moderated by Dominic McCormick
3.00pm - 3.20pm
3.20pm - 3.40pm
Objective Based Portfolio Construction with Schroders - Session 2
Stephen Kwa CFA Schroders
3.40pm - 4.10pm
Issues around implementation of portfolios
Moderator John Nicoll – Zenith with Rob Corben - PlanFocus and Convenor of the IMAP Data Standards Group talks about what the group has achieved and where to next. Penny Hendricksen - Zenith talks about "drift", shadow weights, and model weights when implementing and re-balancing Managed Account portfolios.
4.10pm - 4.50pm
Paying More for Less – Turning Market Expectations into Portfolios
"How we translate our risk and return expectations about markets into our investment portfolios". A discussion by the leading multi asset class portfolio managers and IMAP Awards Multi Asset Class finalists - Martin Crabb - Shaw & Partners, Adrian Rowley - Watershed, Nick Morton - Resonant on their current outlook for markets and how these translate into asset class weightings. Moderated by Bianca De Melo Macquarie.
4.50pm - 5pm
Closing remarks and announcement of lucky door prizes
Paul Saliba MC, Bianca De Melo and Toby Potter Chair IMAP
5.00pm
Practical and visionary speakers
Paul SalibaEvolutionary Portfolio Services
Paul Saliba is our MC for the IMAP Portfolio Management Conference 2019
Paul has an extensive career as an investment specialist including ANZ Asset Management, Citigroup and Credit Suisse. Paul works with financial planning practices and planners,including Lachlan Partners, Mosaic Portfolio Advisers and IOOF.
Paul has a Bachelor of Economics, a Graduate Diploma of Applied Finance and Investment, a Diploma in Financial Services (Financial Planning) and is a Fellow of the Financial Services Institute of Australasia
James KingstonDirector & Head of APAC Portfolio Analysis & Solutions - Blackrock
Jame's team conducts customised, outcome-orientated client engagements around portfolio construction and risk management to assist with asset allocation, portfolio structure, and implementation decisions. Across multiple asset classes & structures (active and index).
Previous roles include the EMEA BPAS team, iShares Portfolio Analysis & Solutions, Credit Suisse (CS ETF Sales Strategy),Royal Bank of Scotland, and ABN AMRO.
He holds a B.Sc. (Hons) in Mathematics & Physics with Astrophysics from King's College London and a M.Sc. in Astrophysics from University College London.
Bianca de MeloState Sales Leader NSW - Macquarie
Bianca De Melo is the NSW state sales manager for the wealth Intermediary Team in Macquarie Banking & Financial Services division. Her team is focused on working with Businesses to transform their practices and enable their growth strategies. Her previous roles was Head of Managed Account Product at Macquarie. Bianca has over 15 years’ experience at Macquarie in managed account roles including Head of Managed Account Operations and Managed Accounts Business Manager. Bianca is a responsible manager on the banks managed account license.
Rob CorbenFounder & Director - PlanFocus
Rob is the ultimate translator between advice and technology with over two decades of specialist advice technology development and senior management roles. He has over 20 years of specialist advice technology development & senior roles with ASSIRT Software, ASGARD Wealth Solutions, InvestmentLink, SFG Australia and Ignition Wealth.
David BassaneseChief Economist, BetaShares Capital
David Bassanese is Chief Economist at BetaShares Capital, one of Australia’s leading providers of exchange traded funds (ETFs) with over $7 billion in funds under management.
Prior role's include senior financial commentator with The Australian Financial Review, and economist roles at Macquarie Bank, the Federal Treasury and the Paris-based Organisation for Economic Cooperation and Development (OECD). He is the author of Australia’s definitive book on exchange traded funds - "The Australian ETF Guide".
David has an Honours Degree in Economics from the University of Adelaide, and a Master in Public Policy from Harvard University
Alex DonaldHead of Distribution - Ironbark
Alex heads up Distribution for Ironbark. His previous roles have included Head of Investment Sales for Colonial First State, Hill Samuel Asset Management as an equities analyst on their global equities desk, and Zurich Investments as Head of Key Accounts and responsible for Zurich’s research house, platform and dealer relationships. Alex has a BA Hons degree in Politics and French from the University of Wales, Swansea
Max CappettaCEO redpoint
Max is redpoint investment management CEO, lead portfolio manager for selected active equity portfolios, the chair of redpoint's investment committee and a director on its board. redpoint is a is a boutique fund manager.
His previous roles include co-founding shareholder of Continuum Capital Management, Partner, Executive Director & Head of Australian Equities at GMO Australia Limited. Max also spent 4 years with Legal and General conducting quantitative analysis across all asset classes.
Max holds Bachelor's & Master's degrees in economics from Macquarie University.
Vinnie Wadhera Director Institutional Business & National Accts - Beta Shares
Vinnie is responsible for BetaShares’ distribution strategy to institutional investors and financial advisory groups. His extensive experience in investment management includes senior distribution roles with ING Australia, Allianz Dresdner Asset Management, Third Link Investment Managers, and Head of Research at AMP Financial Services responsible for fund manager selection & review and model portfolio construction. Vinnie has attained the Certified Investment Management Analyst (CIMA®) designation and a Bachelor of Commerce.
Ashley OwenChief Investment Officer - Stanford Brown
Ashley is focused on investment markets, and has developed a proven fact-based approach to managing long term investment portfolios.
His previous senior executive roles include: a major independent Australian advisory group, Citigroup, HSBC and ANZ Banking Group. Ashley holds degrees in Economic History, Law and Finance and is a CFA® charter-holder. He is a member of the Education Advisory Board Working Committee of the CFA Institute (US), and a current director of Third Link Growth Fund, a top performing Australian share fund that donates all of its fees to Australian charities. He is a co-founder and major contributor to www.cuffelinks.com.au
Lukasz dePourbaixExecutive Director, Chief Investment Office - Lonsec
Lukasz leads the Lonsec Investment Solutions Pty Ltd (LIS) business, which harnesses Lonsec's research & portfolio construction expertise to deliver portfolio solutions to financial advisers. Lukasz chairs Lonsec's Asset Allocation Investment Committee and is on the Manager Selection & Direct Equities Investment Committee. Previous roles include ING Australia, BT Investment Management. Lukasz holds a Bachelor of Commerce & the CIMA designation. Lukasz is on the board of the Investment Management Consultants Association (IMCA).
Michael KaragianisInvestment Consultant - Jana
Michael heads up an investment consultancy focused on providing advised and implemented solutions to financial advisors. His prior roles include: Head of Private Investment Consulting at
NAB Asset Management, CEO - MC Asset Management, Head of Asset Allocation & Investment Strategy AUS - UBS Global Asset Management, AMP Capital. He holds an Economics degree from Adelaide University.
Rob CoyteCEO - Shartru Capital
Rob is a highly experienced financial advisor and CEo of Shartru since 2012.His prior roles include Westpac - Commercial Banking & Financial Markets, financial planning with AMP, setting up a practice under the Professional Investment Services (PIS) AFSL. Rob has sat on Investment Advisory Committees and Compliance Committees for holders of AFS Licences.
Rob holds a Bachelor of Commerce, Graduate Diploma in Applied Finance & Investment,is a Certified Financial Planner and is a Fellow of FINSIA.
Jason Todd Head of Wealth Management Investment Strategy - Macquarie Group
Jason has been with Macquarie Group for 4 years currently focused on Wealth Management Investment Strategy, but previously headed up the Australian Macroeconomic Research team. His prior roles included: Head of Equities - CIMB Securities (Hong Kong), Global Equity Strategist for Religare Capital Marekts (Hong Kong), US/Global Equity Strategist - Morgan Stanley (New York), US/Global Equity Strategist (New York) / Equity Strategist (NZ / Australia) JPMorgan Chase (New York, London, Sydney, Wellington). He holds a First Class Hons Master of Commerce from the University of Auckland.
Charles Stodart Investment Specialist - Zurich
.Charles joined Zurich in 2015 and has 20+ years experience in the financial services. Charles is responsible for providing support and investment commentary to financial advisers and investors of Zurich’s managed funds. Prior Zurich, Charles was: Investment Analyst - Five Oceans Asset Management, covering Asian equities and global telecom stocks, Fund Manager - Pengana Capital’s Asian Equities Fund, responsible for Telecom and Technology sectors across Asia inc. Japan.
Martin CrabbChief Investment Officer - Shaw and Partners
Martin joined Shaw and Partners in April 2011. Prior to joining Shaw and Partners, Martin was an Executive Director at Macquarie Group where he worked for over 20 years in roles spanning Institutional Stockbroking, Wealth Management, Research and Portfolio Management. Martin holds a Bachelor of Arts in Economics and Mathematics from the University of Melbourne, with postgraduate studies in Applied Finance.
Nick Morton Chief Investment Officer - Resonant
Nick's particular interest is quantitative finance, where he is an expert in conceiving, implementing and trading equities and multi-asset models. His 20+ yrs in financial markets includes Director & Head of Australian Quantitative Researh - Citigroup, Colonial First State Global Asset Management. with responsibilities for the CFSGAM Core Australian Equities portfolio.
Nick has a Masters of Aeronautical Engineering degree from Imperial College, University of London, and a Masters of International Business and Finance from the University of Sydney.
Penny HendriksonBusiness Analyst - Zenith Investment Partners
Penny's Business Analyst role is to be the conduit between Zenth's business and the IT division.
Joining Zenith in 2014 Penny spent 4 years as Head of Data and Analytics, responsible for the centralisation and streamlining of the data collection processes.
Penny’s passion for business & process improvement & her abilities to understand & articulate business initiatives is invaluable when delivering new projects/enhancements to our clients. Penny has 21+ years experience in Automotive & Health Care industries and is a Certified Six Sigma Black Belt. Her previous roles focused on data analysis and process improvements.
Adrian RowleyHead of Equity Strategies - Watershed
Adrian is a Portfolio Manager and Equity Strategist within the Watershed Funds Management Investment Team. Adrian is a specialist in the delivery of Managed Account Solutions with over 15 years' experience managing funds across multiple platforms, structures and asset classes. Adrian is the Portfolio Manager for the Watershed Australian Share SMA and Income SMA and a member of the Asset Allocation, International Share and Emerging Leaders Investment teams.
John NicollHead of Sales - Zenith
John i is responsible for developing and servicing the investment research and portfolio consulting requirements of Zenith's financial adviser client base. John has 26+ years experience with the last 15 spent in financial services working with financial advisers both as a product provider and in the provision of managed accounts & investment research support.
John's prior roles include Macquarie Group, and the independent Property Funds Investment research group. John has a Bachelor of Arts and a graduate diploma in Property investment and development with honours from RMIT.
Stuart AlsopHead of Data Australia / New Zealand - FE
Stuart moved to Sydney in 2015 after working in the FE offices in London for many years where he held various senior data analyst roles, Stuart now runs the FE Australian & New Zealand fund database covering Managed Funds, ETFs, LICs and domestic Equities, providing purely quantitative information to the financial services industry.
Nigel DouglasDirector & Founder - Douglas Funds Consulting
Douglas Funds Consulting is an independent research firm that undertakes customised fund and client specific research projects as well as investment committee and non-executive director roles.
Mr Douglas has over 30 years financial markets experience with high level expertise in investment manager research, asset allocation and macroeconomics.
Brad Matthews Investment Consultant
Brad has 30 +years experience in the finance industry and is a highly regarded investment strategist. After working in the money and foreign exchange markets in the mid-1980s, Brad held various economist roles at St. George Bank. He then moved into executive management positions at St. George, including being the Head of the Cards and ATMs division. Prior to establishing his own investment consultancy business in 2015, Brad worked in investment research at AMP Group for 12 years, including as Head of Research and Head of Investment Strategy for AMP Group financial planning licensees.
Dominic McCormick
Dominic McCormick has worked in financial services and investment management for 33 years. He co-founded multi-asset and alternatives manager Select Asset Management in 2002 which was sold to OneVue Limited in 2014.
He is the Portfolio Manager of the Select Listed Investments Fund and the Select Real Return Fund. He also provides investment consulting services with a focus on portfolio construction, real return investing and listed fund.
Angela AshtonCo-founder - Evergreen Consultants
Angela Ashton co-founded Evergreen Consultants and has 25 years experience in investment markets. She has held senior investment roles at QIC, and was Head of Ratings at van Eyk Research and Lonsec. She holds a BSc, BEcon, MComm (Fin), is a Fellow of FINSIA and completed the CIMA qualification.
Stephen Kwa CFAHead of Product - Schroders
Stephen has been based in Sydney as the Head of Product for Schroders Australia since 2017. Prior to this he was based in New York responsible for representing the Schroder Quantitative Equity Products from 2011 to 2016. He initially joined Schroders in 2006 as the Head of Australian Product & Marketing with a position on the Board of Directors for Schroder Australia.
Prior to joining Schroders, Stephen was based in Japan as Head of Product Development for Deutsche Asset Management Asia Pacific.
Stephen is a Fellow of the Institute of Actuaries of Australia and is a CFA Charterholder
Damian CilmiHead of Investment Managers and Governance - Praemium
Damien is responsible for appointment and monitoring of Model Managers for
Praemium's Separately Managed Accounts since 2018. His prior roles included
Netwealth – Investment & Superannuation. Senior Investment Research Analyst, Senior
Manager Research for Sandhurst Trustees providing investment management and
research services to Bendigo Financial Planning and Sandhurst Estates. Senior Manager
Technical Solutions – Bendigo Wealth.
Piers BolgerCIO - Viridian Financial Group
Piers is the Chief Investment Officer for the Viridian Financial Group. He is responsible for the management of Viridian’s investment portfolios including its Separately Managed Account offering (under Infinity Asset Management) as well as the provision of relevant financial market insights and updates to its investor base.
Before joining Viridian Piers was the Head of Diversified Portfolio Management within the Investments business of BT Investment Solutions, where he was responsible for the asset allocation and portfolio management of a range of diversified equity & multi sector investment solutions.
Vincent Parrott Principal, Senior Investment Consultant
Vincent Parrott is a Senior Investment Consultant in Mercer’s Institutional Wealth business. He is responsible for providing support to Australian wealth management clients. He is based in Sydney.Vincent has over 30 years of experience in the financial services industry. He brings significant investment management experience to Mercer having worked in leadership and investment roles within the institutional funds management sector for AMP, UBS Global Asset Management, BT Funds Management and Aberdeen Asset Management.
Samuel MannCEO - Longreach Alternatives
Sam has over 21 years of funds management experience and is considered to be one of Australia’s leading experts in alternative investment and product solutions.
Prior to Longreach Alternatives, Sam was Managing Director, Head of Asia Pacific for Franklin Templeton Solutions and K2 Advisors, having founded K2 Advisors’ Australian business in 2006. During that time he built it into one of the largest and most innovative alternatives managers in the Australian market. Sam’s experience includes roles with Deutsche Asset Management and State Street Global Advisors, where he was responsible for product distribution and strategy for alternative investment, private equity, infrastructure, real estate and global hedge funds.
Brook SweeneySenior Investment Consultant - Lonsec
Brook has more than 20 years experience in the Australian and UK financial service industry. He started his career with Morningstar in 1999, before moving into Policy roles at IFSA (now the Financial Services Council). Brook worked as an Asset Consultant for Morningstar in Europe and Asia through the GFC period as well as being the daily trader of their white labelled Italian Banca Generalli Controlled Volatility managed fund. Brook returned to Australia in 2012 with Morningstar, before joining Colonial First State in 2015. He joined Lonsec in early 2018 as a Senior Investment Consultant and provides portfolio construction advice including fund selection and asset allocation recommendations to Lonsec investment consulting’s clients including dealer groups, independent financial planning groups and industry super funds.
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, SFG Australia
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 Programme 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.
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Venue Information for IMAP's Portfolio Conference Sydney 2019
Venue Details - SYDNEY 6th AUGUST 2019
IMAP's Portfolio Management Conference 2019 is being held at the Amora Hotel, which is in the heart of Sydney's CBD, 5 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 access for general traffic is restricted due to the Metro light rail construction.
IMAP Events Team Contact Details for Portfolio Management Conference 2019
Please contact the IMAP Event team with any queries:
Email Address: support@imap.com.au
Phone: +61 2 8003 4147