search
Independent Thought Conference 12th April 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 Program features top Portfolio Managers in 5 sessions covering key asset classes:
Australian Equities
International Equities
Fixed Interest
Property & Infrastructure
Alternatives

When:

6th September 2022

In Person Location:

Hilton Hotel, 488 George St, Sydney CBD

Register Now for EARLY BIRD RATES:

IMAP thanks our Keynote Speakers & Hosts

IMAP thanks our Portfolio Managers Speakers

Sydney Conference Program

8.00am - 8.45am

Registration & Coffee

You are welcome to arrive and register from 8am
8.45am - 8.55am

Introduction

Vinnie Wadhera of Betashares - Conference MC & Toby Potter IMAP Chair
8.55am - 9.55am

Australian Equities Stream

Review & Outlook by Session Host Martin Conlon, Schroders.

Panel Discussion moderated by Anne-Sophie Williams, Schroders


Panel Featuring Peter Bell, Bellmont Securities & Chris Reynolds, Infinity Asset Management
9.55am - 10.55am

Fixed Interest Stream

Review & Outlook by Session Host Adam Bowe of PIMCO

Panel Discussion moderated by by Hugh Holden, PIMCO


Panel Featuring Michael Karagianis JANA Investment Advisers, Isaac Poole Oreana Portfolio Advisory & Lukasz de Pourbaix, Lonsec
10.55am - 11.25am
11.25am - 12.25pm

Property & Infrastructure Stream

Review & Outlook by Session Host John Julian, AMP

Panel Discussion moderated by Marius Wentzel, AMP


Panel featuring Trent Koch from First Sentier Investors, Tim Murphy from Morningstar & Chris McAlpine from Context Capital.
12.25pm - 1.25pm
1.25pm - 2.00pm

Keynote

Katie Petering of BlackRock
2.00pm - 3.00pm

Alternatives & Private Markets Stream

Review & Outlook by Session Hosts Andrew Lockhart Metrics and Adrian MacKenzie Five V Capital

Panel Discussion moderated by David McDonald IMAP


Panel Featuring Jonathan Ramsay InvestSense & Kyle Lidbury Perpetual Private
3.00pm - 4.00pm

International Equities Stream

Review & Outlook by Session Host Andy Gardner, Fiera Capital

Panel Discussion moderated by Alex Donald, Ironbark Asset Management


Panel Featuring Daniel Stojanovski, CPAL, John Wong, AMP and Alex Ventelon, Morgan Stanley.

Introducing Our Conference Presenters

Vinnie Wadhera<br/>
Vinnie Wadhera
Exec.Director Institutional & Adviser Business - Betashares
Adam Bowe <br/>
Adam Bowe
Portfolio Manager, Australia - PIMCO
Andy Gardner, CFA <br/>
Andy Gardner, CFA
Portfolio Manager - Fiera Atlas Global Companies Team
Anne-Sophie Williams <br/>
Anne-Sophie Williams
Investment Director, Equities - Schroders
Chris Lioutas<br/>
Chris Lioutas
Chief Executive Officer - Insight Investment Management
Chris Reynolds<br/>
Chris Reynolds
Investment Analyst - Infinity Asset Management
Daniel Stojanovski <br/>
Daniel Stojanovski
Head of Research at Centrepoint Alliance
David McDonald, CFA<br/>
David McDonald, CFA
Investment Specialist - IMAP
Marius Wentzel<br/>
Marius Wentzel
Head of Client Solutions and Distribution - AMP Capital
Dr Isaac Poole, PhD CIMA®  <br/>
Dr Isaac Poole, PhD CIMA®
Chief Investment Officer - Oreana Portfolio Advisory
John Julian<br/>
John Julian
Managing Director, Global Infrastructure Equity - AMP Capital
John Wong<br/>
John Wong
Manager, Investment Governance AMP
Katie Petering<br/>
Katie Petering
Head of Investment Strategy, BlackRock
Kyle Lidbury, CFA<br/>
Kyle Lidbury, CFA
Head of Investment Research, Perpetual Private
Lukasz de Pourbaix<br/>
Lukasz de Pourbaix
Executive Director & Chief Investment Officer - Lonsec
Martin Conlon<br/>
Martin Conlon
Head of Australian Equities - Schroders
Michael Karagianis<br/>
Michael Karagianis
Senior Consultant - JANA Investment Advisors
Peter Bell<br/>
Peter Bell
Director - Bellmont Securities
 Tim Murphy, CFA, CAIA<br/>
Tim Murphy, CFA, CAIA
Director of Manager Research, APAC at Morningstar
Trent Koch<br/>
Trent Koch
Portfolio Manager - First Sentier Investors
Andrew Lockhart<br/>
Andrew Lockhart
Managing Partner - Metrics Credit Partners
Adrian Mackenzie<br/>
Adrian Mackenzie
Director - Bellmont Securities

Venue Details - SYDNEY NSW 6th September 2022

IMAP's Independent Thought Conference Sydney 2022 is being held at the Hilton Hotel the Sydney CBD on 6th September 2022.

488 George Street, Sydney CBD

Phone +61 2 9266 2000
Email sydney@hilton.com

www.hiltonsydney.com.au

 

www.hiltonsydney.com.au

Please contact the IMAP Event team with any queries:

Email Address: support@imap.com.au

Phone: +61 2 8003 4147 

Contact us

Email
This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Phone
0414 443 236
 

 

Please publish modules in offcanvas position.