Thank you to everyone who attended, presented and supported this event through sponsorship at the 2024 IMAP's Independent Thought Conference in both Melbourne and Sydney.
We have a range of articles on a selection of the topics covering the latest in thinking of how investment managers & decision makers plan to steer their investors' portfolios through a new era of lower inflation and reducing interest rates.
Topics covered include:
- Customising portfolios
- How we build retirement portfolios
- Global outlook for medium term returns & setting the portfolio
- Harnessing managed accounts to demonstrate your value to clients
We appreciate your contributions and support
The IMAP team (Toby, Jenny, Lucie and Craig)
Select Sydney (or Melbourne) to view the relevant Program & Speakers
Introduction
Yes we believe in Active, here's how we know it works
Managing through Factors
Beyond efficiency: Harnessing managed accounts to demonstrate your value to clients
Managed Account reporting and benchmarking
Segmenting the opportunities in property
My allocation to Australian Equities
My allocation to Growth alternatives & what they offer
My allocation to Global Equities
Introduction
The View from London
Portfolio Customisation - the Problem, the Solution and the Benefits
Beyond efficiency: Harnessing managed accounts to demonstrate your value to clients
How we build retirement portfolios
Fixed income assets in a period of uncertain inflation
The view from Beijing
Here's the right allocation to defensive alternatives
Picking a Good Private Credit option
Our outlook for medium term returns and setting the portfolio accordingly from a global perspective
Co-founder & Investment Director
Infradebt
Alex Ramsey
Co-founder & Investment Director
Infradebt
Alex has been with Infradebt from the beginning (2013), he is a member of the Infradebt Investment Committee and has completed over 50 debt investments in the areas of renewable energy (solar, wind, batteries, behind the meter, and offgrid applications), social infrastructure (hospitals, education and other forms of public infrastructure), and a number of other infrastructure investments.
He has a wealth of knowledge in renewable energy financing having participated in a multitude of transactions over the last decade. Importantly, this knowledge extends beyond the technology and is grounded in a strong understanding of regulatory frameworks and the operation of energy markets, which are critical to the development of sound investment thesis in this space.
In his role as Investment Director, Alex is responsible for investment sourcing and origination, investment analysis, asset management and capital raising.
VP & Director of Alternatives, Hedge Funds APAC
Wellington Management
Alexander Chambers
Vice President and Director of Alternatives, Hedge Funds APAC
As a director of alternatives within our APAC Client Group based in Hong Kong, Alex leads our engagement with clients and prospects on Wellington Group’s alternatives platform, across the firm’s range of hedge fund strategies.
Prior to joining Wellington Group, Alex was previously an executive director at Man Group plc (2004 – 2022) where he oversaw business development for Man’s client base in Hong Kong, Singapore, and South Korea.
Prior to his time in Asia, he held various roles at Man’s fund of hedge funds investment division in London, including responsibility for product development, investment analysis and risk management.
Alex earned his bachelor of arts in classics from University College London (2003).
Strategist, Multi-Asset Strategies & Solutions Group
BlackRock Australasia
Beatrice Yeo, CFA
Strategist, Multi-Asset Strategies & Solutions Group
BlackRock Australasia
Beatrice Yeo, CFA, is a Strategist in the Multi-Asset Strategies & Solutions (MASS) Group, focusing predominantly on the Australian Model Portfolio Solutions business.
She is based in Melbourne. Beatrice partners closely with the investment teams, consultants and research houses to deliver model portfolio solutions for clients in Australia.
As a Strategist within the broader MASS Group, she is also responsible for providing insights on the broader MASS platform.
MASS is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and cutting-edge alpha insights. MASS constructs active asset allocation strategies and whole portfolio solutions across a wide spectrum of commingled funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels.
Prior to joining BlackRock, Beatrice held roles as an economist and investment strategist in Vanguard Australia and Hong Kong, focusing on delivering thought leadership on markets and asset allocation. Her research has been published in top-tier academic journals including the Journal of Financial Data Science.
Beatrice holds a Bachelor of Commerce (Economics and Finance) from the University of Melbourne, Australia. She is a CFA Charterholder and a member of the CFA Institute.
National Sales Manager - Boutiques & Alternatives
MLC Asset Management
Blake Hesford
Blake Hesford is based in Sydney, NSW and is National Sales Manager - Boutiques and Alternatives at MLC Asset Management.
Blake Hesford brings experience from previous roles at MLC Asset Management and Challenger Limited.
Blake Hesford holds a Bachelor's degree in Finance from the University of Wollongong.
Senior Investment Strategist
Betashares
Cameron Gleeson
Senior Investment Strategist
Betashares
Cameron Gleeson – Senior Investment Strategist Cameron’s responsibilities span investment strategy, assisting clients with portfolio construction across all asset classes and product development. He is a voting member of the firm’s Investment Committee.
Prior to joining Betashares, Cameron was a portfolio manager at Macquarie Asset Management, and was responsible for the structuring and management of Macquarie’s listed and unlisted structured product offering.
Cameron’s other experience includes Head of Product at Bell Potter Capital and working on JP Morgan’s Equity Derivatives desk. He holds a Bachelor of Commerce from the University of Western Australia and a Master of Commerce (Hons) from the University of New South Wales.
Dexus
Christopher Davitt
Fund Manager
Dexus Wholesale Australian Property Fund
Christopher Davitt is the Fund Manager for the Dexus Wholesale Australian Property Fund and has overarching responsibility for setting the Fund’s strategy and capital management. Christopher works with Dexus’s specialist teams to formulate asset plans for each of the Fund’s properties and make acquisitions and divestments.
Christopher joined Dexus in 2022 as part of Dexus’s wider acquisition AMP Capital. He joined AMP Capital in March 2010 having previously held research, transaction and funds management roles in Australia and Europe.
Prior to joining AMP Capital, Christopher was Vice President at a real estate private equity firm based in London. From 2006 to 2008 he worked on acquisitions and special projects across Europe before being promoted to Assistant Fund Manager and given the responsibility for developing the strategic priorities for firm's European funds. Christopher has also held research, transactions and funds management roles at Multiplex and Lend Lease and has contributed to three editions of a seminal text on investing in residential property.
Head of Client Solutions
Pendal
Dale Pereira
Head of Client Solutions
Pendal
Dale joined Pendal in 2011 as Portfolio Specialist with responsibility for fixed interest and alternative strategies.
In this role Dale was a key link between Pendal’s fixed interest team and the broader business and responsible for providing information and insight to key internal and external stakeholders on Pendal’s fixed interest capabilities. He also looked after our key intermediary research relationships. In July 2018 Dale became Head of Client Solutions, a role where he partners with all Pendal’s Boutiques, Sales and Product teams to position Pendal’s investment capabilities in the most effective and relevant way for clients across all channels.
Prior to joining Pendal, Dale held various senior research roles working closely with advisers on providing product and strategy solutions for their clients, including Head of Product Solutions at Macquarie Private Wealth, and before that Research Strategy Manager at ING dealer groups.
Dominic McCormick
Investment Consultant
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 OveVue 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 funds.
Head of Distribution
Milliman
Durand Oliver
Head of Distribution
Milliman
Durand has been in financial services since 2002, working for brands like Aviva, Xplan, Netwealth and prior to Milliman, HUB24 as a Senior Business Development Manager since 2014.
Durand joined Milliman in 2021 as the Head of Distribution for Milliman (Australia).
He is responsible for building awareness of the Milliman brand across the Australian, retail, financial advice market through the distribution and execution of the Milliman SmartShield Series of Managed Accounts.
Associate Portfolio Manager, Multi-Asset Portfolios
Lonsec
Eleanor Menniti CIMA
Associate Portfolio Manager, Multi-Asset Portfolios
Lonsec
Eleanor oversees the Tailored Portfolios at Scale (TPAS) offering within the Tailored Solutions team, and supports consulting clients to develop bespoke solutions for their practice.
Eleanor joined Lonsec in 2023 and holds 19 years’ experience across consulting, manager selection, portfolio construction, as well as product development, governance and strategy.
Prior to joining Lonsec, Eleanor was a Director of Product Strategy at BlackRock and has also held roles at Macquarie Bank.
Eleanor holds a Bachelor of Business degree from UTS Sydney and is a Certified Investment Management Analyst (CIMA).
Chief Investment Officer
GCM Grosvenor
Frederick Pollock
Chief Investment Officer
GCM Grosvenor
related activities for the firm.
of Nevada and his Juris Doctor magna cum laude from Harvard Law School.
Partners Private
Chief Investment Officer
Partners Private
Graeme Bibby specialises in deal sourcing and business analysis and has over 25 years investment management experience managing and advising on direct asset and fund of fund portfolios across multiple sectors including superannuation, funds management, asset consulting, insurance and wealth management.
His two most recent roles were as Chief Investment Officer at Mutual Trust, a multi-family office and wealth manager, and Chief Investment Officer at AIA Australia Insurance. He is currently consulting under Bibby Investment Research within funds management and wealth management.
Graeme is extensively qualified in finance and investments including an MBA, Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certified Investment Management Analyst (CIMA) and has a Finsia Graduate Diploma in Applied Finance and investments.
Director & Founder
Private Portfolio Managers
Director and Founder
Hugh MacNally has been a full time executive of PPM since 1995 and is responsible for management of portfolios and the analysis of investment opportunities.
Director, Senior Portfolio Manager
Russell Investments
Director, Senior Portfolio Manager
James is a portfolio manager for Russell Investments Australian Shares and NZ Shares multi-manager funds. James is also responsible for the After-Tax Australian Shares fund and has evolved the strategy to improve post-tax returns for investors. He is a Director of Russell Investment Management Ltd.
James is a member of the Investment Division Responsible Investing Council and the Chair of the Responsible Investment Committee for RARI, our ESG ETF listed on the ASX. He has played a key role developing and managing our suite of low carbon equity strategies.
James has extensive global industry experience. He has been involved in global equity and derivatives trading since 1998 and was Head of Trading at F&C Asset Management in London where he spent 7 years in senior portfolio management and trading positions. Prior to joining Russell Investments, James spent 6 years at Deutsche Bank working in the bank’s London, Singapore and Sydney offices in equity sales related positions. James joined the investment division in 2013.
Director Investments
Resonant Asset Management
Director Investments
Resonant Asset Management
Jason has over 20 years of investment experience at some of Australia’s largest Institutional Fund Managers, Global Investment Banks and Hedge Funds, as a Portfolio Manager and Quant Developer.
Jason’s experience includes managing $900m in assets for BT (now Pendal) and managing absolute return strategies for hedge funds in Asia and the US.
He has a strong tech background through his experience as a Software Engineer at Boeing, and quant development roles at Barclays Capital and BAML.
Jason holds a Masters in Quantitative Finance from Bond University and a Bachelor in Electrical and Electronic Engineering from Flinders University.
Senior Consultant
JANA
Senior Consultant
Jennifer Cowan joined JANA in 2018 as a Senior Consultant and a member of the Property Research team.
Jennifer brings with her 10+ years’ experience in the superannuation and asset consulting industry as well as prior experience across the financial services sector.
Jennifer’s prior experience includes being a member of the investment teams at First State Super / StatePlus and Government Employees Superannuation Board. In these roles Jennifer’s responsibilities included strategy formulation as well as implementation and management of the unlisted real estate and infrastructure sectors.
Jennifer holds a Master of Applied Finance from Macquarie University, a Master of Management from the Macquarie Graduate School of Management and is a graduate of the Australian Institute of Company Directors.
Head of Fundamentals/ Portfolio Manager
Antares Equities
Head of Fundamentals/ Portfolio Manager
Antares Equities
John was previously at Equity Trustees where he developed and ran their Australian Equity research and portfolio construction processes and was Portfolio Manager of the EQT Flagship Fund, operational head of the Asset Management Team and was a member of their Investment Management Committee where he was responsible for asset allocation research.
Julie Ballard
Director of Channel Management for Australia and New Zealand
S&P Dow Jones Indices (S&P DJI).
Julie Ballard is Director of Channel Management for Australia and New Zealand at S&P Dow Jones Indices (S&P DJI). Julie works with index partners and wealth management industry participants to increase visibility and support the expansion of index-based investment strategies in investment portfolios across all asset classes.
Julie joined S&P DJI in March 2022, with extensive experience in national distribution and strategic account management at global and ASX-listed financial services organizations including Citigroup, AXA, AMP and MLC Asset Management (previously part of the National Australia Bank Group). Her scope of coverage has spanned across asset management, platform administration, superannuation, insurance and lending.
Julie has a Bachelor of Arts degree in economics from the University of Pennsylvania and a Master of Business Administration from Melbourne Business School. She has also studied Design Thinking at Stanford University
Chief Investment Officer
Centric Wealth
Kieran Canavan
Chief Investment Offiver
Centric Wealth
Kieran began working in the financial services industry in 1992 as a Financial Adviser for premier clients of The Standard Bank in South Africa.
In 2003 Kieran joined Centric Wealth, which was at the time a wealth management firm. Kieran’s roles in Centric Wealth included Head of Lending, Head of Treasury Services and subsequently Head of Products and Services.
As a result of Findex’s 2014 acquisition of Centric Wealth, Kieran joined the Findex Group Executive Team as Chief Investment Officer. Kieran’s team manages over $17.5B in Findex Group FUA including more than $10B in the Findex Managed Discretionary Accounts.
Since its inception in 2019, Kieran has been instrumental in assisting with the launch and development of Centric as an Investment Platform. Today, Kieran is the Chief Investment Officer for Centric, the Vice Chair of the Findex Investment Committee, Chair of the Centric Investment Committee and he also holds a number responsible manager and board positions within the Findex Group.
Head Of Strategic Accounts &Asset Consultant
Perpetual
Head of Strategic Accounts and Asset Consultants
Laurice Considine has extensive work experience in the finance industry and is the Head of Strategic Accounts and Asset Consultants at Perpetual Limited since July 2023.
Prior to this, she held various positions at Pendal Group, including Head of Wholesale Distribution, Head of Independent Licensee Distribution, and Key Account Manager.
Laurice's prior experience includes BT Investment Management, BT Financial Group and Merrill Lynch.
Laurice holds a Bachelor's degree from RMIT U
Chief Investment Officer
Shaw & Partners
Dexus
Head of Client Solutions and Distribution
Equity Portfolio Manager
Longwave Capital
Equity Portfolio Manager
Longwave Capital
Melinda most recently co-led analysis, research and portfolio management of IFM Investors’ Small Cap portfolios. Within IFM, Melinda sat on the ESG Champions Group, was a member of the IFM Proxy Voting & Engagement Committee; and engaged with company management and boards on various ESG initiatives, most recently advocating directly with Chairmen for greater gender diversity on ASX ex100 boards.
Real Asset Management
Director, Head of Fixed Income
Investment Consultant / Principal
Delta Research & Advisory
Michael has been engaged by HPartners as an external investment consultant, providing quantitative research and investment analysis services.
Michael sits on the HPartners Investment Committee and is heavily involved with the preparation and ongoing review of the HPartners Investment Methodology, Approved Product List and Investment Portfolios. Michael’s extensive experience in this field is a highly valued asset to the HPartners team.
Since 1999 Michael has built his career on quality research and providing investment advice and services to professional investment committees.
He is highly regarded as a frequent presenter at some of Australia’s leading investment conferences and is a regular guest author on investment matters for both Professional Planner magazine and the Portfolio Construction forum.
Chief Investment Officer
Insync Funds Management
Monik Kotecha
Insync’s Chief Investment Officer, Monik Kotecha, has 30 years of funds management experience in international and Australian equity markets and has worked in London, New York and Sydney. This included over 7 years as a Senior Portfolio Manager at Investors Mutual Limited, 5 years with BT Funds Management Limited and 3 years with the Abu Dhabi Investment Authority.
Monik was a Senior Portfolio Manager of the Australian Share Fund at Investors Mutual Limited and a key member of the Investment Team which was awarded Fund Manager of the Year Australian Equities in 2002 & 2003 by Money Management.
Prior to this Monik was the lead portfolio manager for over 5 years at BT Funds Management Limited on a number of international equity funds and spent some time as a member of the asset allocation team.
Monik spent the first few years in funds management as a Pan European Equity analyst at the Abu Dhabi Investment Authority in London.
Sector Head Equities & Fixed Income Fund Research
SQM Research
Paul SAliba
Sector Head Equities & Fixed Income Fund Research
SQM Research
Paul is the Sector Head Equities & Fixed Income Fund Research at SQM Research working in the fund research department of SQM Research. He is an investment professional having joined the industry in the late 1990s. Prior to SQM Paul has worked in roles as a Supervisory Analyst roles with Citigroup and Credit Suisse, Portfolio Manager at Mosaic Portfolio Advisers, Senior Manager Listed Securities & Applied Solution at AMP and Head of Equities & Portfolio Construction at IOOF.
Paul is also the founder and managing director of Evolutionary Portfolio Services.
Paul holds a Bachelor of Economics, a Graduate Diploma in Applied Finance & Investment and a Diploma in Financial Services (Financial Planning) and is a Fellow of the Financial Services Institute of Australia.
Innova Asset Management
Rafio Khan
Deputy Portfolio Manager & Research Analyst
Innova Asset Management
Rafio undertakes two principal roles one as a Research Analyst and the other as Deputy Portfolio Manager. He specialises in qualitative research with a focus on strategy selection and global macro inputs, as well as assisting in the management of subset of the Innova investment solutions. Prior to joining Innova he worked as an Investment Analyst at Evergreen, Insignia, Lonsec and SQM. Rafio’s experience comprises of manager research across all asset classes, APL governance and management of SMA & Bespoke portfolios. Rafio has a Bachelor of Economics Majoring in Economics and Econometrics from Macquarie University and forms an integral part of the Innova Investment & Research Team.
Brandywine Global Investment Management
Richard Rauch
Investment Director
Brandywine Global Investment Management
As Investment Director, Richard is responsible for establishing, maintaining, and enhancing relationships with clients and consultants in Australia and New Zealand. Currently based in Sydney, Australia, he has nearly 20 years of investment experience across multiple markets and regions.
Prior to joining Brandywine Global Investment Management in 2022, he was Investment Director/Senior Investment Specialist at First Sentier Investors (Australia) (2014-2022) and Investment Director/Portfolio Specialist at Wellington Management (Australia) (2010-2014). Prior to these roles, he was with Goldman Sachs (United Kingdom) and State Street Corporation (United States).
Richard earned his B.S. in Finance from Rutgers University, is a CFA Charterholder, and is a member of the CFA Institute and CFA Society of Sydney (CFAS).
Multi Sector Portfolio Manager
Colonial First State
Multi Sector Portfolio Manager
Colonial First State
Ritesh is a multi-sector Portfolio Manager in the Colonial First State (CFS) Investments Team. He is responsible for the CFS’ range of multi-asset separately managed accounts (SMAs),
Ritesh joined CFS Investments in March 2024, and has nearly two decades of experience in investments. Prior to joining CFS, Ritesh was part of the Managed Accounts team at MLC Asset Management. His career also spans time at Russell Investments, research roles in CFSGAM’s unlisted infrastructure team (now Igneo Infrastructure Partners), and a graduate role in CBA Wealth Management Strategy.
In addition to his investment expertise, Ritesh brings a strong interest in the role of behavioural finance and the importance of client communication in delivering client outcomes.
Ritesh has a Bachelor of Economics (Finance) from the University of New South Wales, and is a CFA Charterholder
Investment Manager
Akambo
Ruben Bock, CFA
Investment Manager
Akambo
Ruben’s purpose is to help clients achieve their investment goals, and thereby, play a small role in the allocation of capital for a broader social benefit.
Ruben started his professional journey in 2005 at Ernst and Young as an auditor. In 2008 he made a move into the retail broking environment, which in 2012 culminated into an in-house portfolio management role with a Melbourne-based wealth manager. In this role he was responsible for the investment strategy across 5 managed accounts (high growth through to conservative), which invested in direct shares, passive-style funds, smart-beta funds and actively managed funds across the major asset classes (domestic and global shares, listed property, listed infrastructure, fixed income and cash).
He was also responsible for the operational requirements to implement this investment strategy. In 2024 he moved to Akambo in a similar role as an investment manager.
Ruben’s value add is to make the complex seem simple, and also, the delineation of simple but critical factors behind investment leadership.
Ruben’s areas of expertise include 20+ years of investment management and market experience
Ruben is a Chartered Financial Analyst (CFA, 2017) and is a Bachelor’s in Commerce (Uni Melb, 2004)
AMP Investments
Sarah McCarthy CFP®
Head of Research Services
AMP Investments
Sarah leads a team of research experts responsible for developing and executing a highly valued and competitive research service offer for the AMP Advice network.
Sarah has been with the AMP Group for the last 15 years having also worked in the advice team, as a Strategic Account Manager & Business Manager across all three aligned licensees and Jigsaw Support Services.
In addition to her current role, Sarah is a Responsible Manager for AMP Financial Planning, Hillross Financial Services & Charter Financial Planning AFSLs.
Prior to joining AMP, Sarah was a senior financial planner for a large self-licensed multi-disciplinary professional practice in Adelaide.
With over 24 years in financial services, Sarah has developed extensive knowledge and skills in licensee management, investments, and advising clients, business owners and financial planners.
Sarah holds qualifications in Financial Planning, Mortgage Broking and is a Certified Financial Planner CFP® Professional of the Financial Adviser Association of Australia.
Head of Emerging Institutions
Frontier Advisors
Sarkis Tepeli
Head of Emerging Institutions & Principal Consultant
Frontier Advisors
Having joined Frontier in 2007, Sarkis is a Principal Consultant and segment head for our business segment servicing charities, foundations, higher education, community trusts, family office and private wealth clients.
He is also a founding member of Frontier’s Responsible Investments Group (RIG) and a member of Frontier’s Manager Ratings Committee (MRC).
Before joining Frontier, Sarkis was employed by WorleyParsons as an Electrical Engineer/Consultant.
Sarkis holds a Masters of Applied Finance from Macquarie University. He also holds a Bachelor of Commerce and bachelor of Engineering (Electrical) (Honours) from the University of Melbourne.
Principal
Principia Investment Consultants
Principal
Principia Investment Consultants
Steve is an independent Investment Committee member for financial advice firms and provides his expertise and experience in areas such as policymaking, planning, asset allocation, implementation and the evaluation of investment strategies and investment managers.
For nearly two decades, he played a key role in helping grow the Australian arm of global asset manager Dimensional Fund Advisors. During his career he managed Australian and global equity portfolios, managed the Asia Pacific trading team, and oversaw the introduction of direct market access trading. For the last 10 years at Dimensional he specialized in managing the firm’s fixed interest and credit strategies.
Before joining Dimensional in 2001, Steve was on the faculty of the University of New South Wales. His teaching and research interests were in optical fiber technology and quantitative finance.
Steve received his PhD in Applied Mathematics from the Australian National University. He also holds a BSc in Mathematics and Physics, a BA with majors in History and Politics, and holds a Masters of Applied Finance (MAppFin). As well, he has a Graduate Diploma in Business Administration.
Steve is a member of the Australian Institute of Company Directors.
Analyst
Allan Gray
Portfolio Manager
Realm
Portfolio Manager
Realm
Russell Investments
Head of Client Strategy & Implemented Consulting
Russell Investments
Tim Cook is Head of Client Strategy for Russell Investments’ in Australia spanning both Institutional and Retail clients, based in the Sydney office.
Tim leads the Implemented Consulting business and is involved in providing a range of consulting services to institutional and retail, superannuation and non-superannuation clients. He provides advice in areas such as investment policy and strategy, asset allocation, manager selection, portfolio structuring and implementation.
Prior to this Tim worked for Russell in the London office as an Associate Director in Client Strategy & Research providing investment strategy advice to Russell’s institutional and retail clients in Europe. In this role he focused on asset-liability modelling and liability hedging strategies, supporting the development of our clients' strategies across Europe.
This included working closely with Russell’s Fiduciary Management offering (the origins of OCIO), designing and tailoring the client investment strategies. Tim has worked with a variety of different institutional investors in this area including pension funds, insurance companies and foundations.
Tim also sat on the Russell Global Forecasting Committee for over 10 years responsible for the production and oversight of Russell’s economic scenario generation that underpins all global strategic modelling.
Before joining Russell in November 2006, Tim was a manager in PricewaterhouseCoopers’ investment consulting practice. During his seven years there he provided strategic advice to pension funds and corporate sponsors incorporating asset liability studies, asset allocation advice, risk budgeting, liability driven investment and manager selection. Tim also headed up the team’s investment manager research process and specialized in property research.
farrelly's
Founder
Established in 2004, farrelly’s is the first independent, specialist asset allocation research service for investment advisory firms in Australia and New Zealand.
Its founder, Tim Farrelly, brings a unique combination of analytics, understanding of financial markets, knowledge of capital market history and insight into the practical requirements of financial advisers.
Tim is a member of Portfolio Construction Forum’s core faculty of leading investment professionals, contributing to the Conference, Markets Summit, and Academy programs.
Prior to founding farrelly’s, Tim was an Executive Director of Macquarie Bank Ltd, and Director of Macquarie Investment Management Ltd (MIML).
At various times during his 14 years at Macquarie he sat on the MIML Asset Allocation and Risk Committees, and was responsible for distribution of the Bank’s products through third party financial planners and stockbrokers.
Between 1981 and 1986, Tim was head of research for financial advisory firm, Monitor Money, where he was responsible for asset allocation and manager selection.
He has an MBA (Distinction) from the Harvard Business School and a Bachelor of Engineering (Met) from the University of Melbourne, where he was awarded the J.Neill Greenwood Medal.
Investment Specialist, Global Equities
Tim is an Investment Specialist, focussing on global equity funds in the Australian retail market, with a particular interest in macro-economics and sustainable investing. He joined Pengana in August 2022.
He has previously worked in London, New York and Sydney for Merrill Lynch, Schroders, QBE, AMP Capital and Mine Super across all asset classes.
Tim holds a Bachelor of Engineering (Mechanical Engineering), a Master of Science (Financial Markets and Derivatives) and an MBA from City University, London. He is also a CFA charter holder and an Associate of the Chartered Institute of Marketing.
Drummond Capital Partners
Tom Schubert
Managing Partner/Portfolio Manager
Drummond Capital Partners
Chief Emerging Markets & China Strategist
Alpine Macro
Yan Wang, CFA
Chief Emerging Markets & China Strategist
Alpine Macro
Yan Wang is the Chief Emerging Markets & China Strategist.
In his prior roles Yan spent 15 years at BCA Research, as the Managing Editor and Chief Strategist for BCA’s China Investment Strategy service, and played a major role in formulating BCA’s view on the Greater China region and emerging Asia.
Before joining BCA, he spent six years as an equity analyst in China and Hong Kong.
Yan holds an MBA in Finance from McGill University, an M.A. in Economics from Tianjin Institute of Finance and a B.A. in Finance from Nankai University. He also holds the CFA designation.
Principal & Head of Investment Solutions
Milliman
Executive Director - Institutional & Adviser Business
Betashares
Vinnie Wadhera
Executive Director - Institutional and Adviser Business
BetaShares
Business Development Associate
Pengana
Will Dougall
Business Development Associate
Pengana
Will works within the Distribution team at Pengana Capital Group, where he plays a key role in supporting capital raising efforts across Australia.
Prior to Pengana in January 2023, he worked at Bell Potter Securities, serving both institutional and high net worth clients.
Will holds a Bachelor of Commerce, majoring in Finance and International Business, from the University of Sydney, and is currently a CFA Level 2 candidate.
Venue Details - Sydney Tuesday 17th September 2024
The Amora Hotel
Whiteley Ballroom
11 Jamison Street
Sydney CBD
See the venue website for more details
https://www.amorahotels.com/sydney/
Meet the IMAP Team
Toby Potter
IMAP 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
Jenny Phimleut
IMAP Program Director
Jenny manages IMAP's program of conference events, webinars and publication, and liaises with sponsors, speakers
Jenny supports and organises IMAP special interest groups i.e. The Regulatory Group, and the Data Standards Group, and works closely with Toby, David and the IMAP team.
She is responsible for maintaining IMAP's digital presence, as well processes and policies as well as developing promotional material.
Jenny's Financial Services background covers Next Financial working in Product and Portfolio Management and Shadforth Financial Group.
Lucie Bradley
Events & COmmunications
IMAP
Lucie is a versatile professional with a strong background in events management.
She joined the IMAP team in early 2022 as an events and communications associate working closely with Jenny Phimleut and the rest of IMAP's team on our conferences, webinars and the FPA Congress managed account zone.
Over this time Lucie's role has expanded to include social media such as IMAP's linked in profile and communications, podcast and development and support of IMAP's services.
IMAP Contact Details
Email Address: support@imap.com.au
Phone: +61 2 8003 4147