IMAP's Portfolio Management Conference 2021 Perth, Sydney & Brisbane

Strategic Insights - Portfolio Management for Managed Accounts in the "new Normal"

The COVID-19 pandemic is creating turbulence in global financial markets with portfolio managers grappling with the issues brought about by government intervention intended to avoid economic catastrophe both here and overseas.

In 2021 at our first live conference, the IMAP Portfolio Management Conference,  our industry experts will delve into the practicalities in making investment choices in the context of the current global market backdrop.

As in previous years, the IMAP Portfolio Management Conference will be split into 2 parts.  In Sydney we will focus on Asset Allocation and in Brisbane the focus will be Security Selection

Sydney 23 Feb 2021 – face to face in person
Brisbane 2 Mar 2021 – face to face or live streamed
Perth – deferred to 1 Jun 2021, subject to open borders

Strategic Insights - Portfolio Management for Managed Accounts in the "new Normal"

The COVID-19 pandemic is creating turbulence in global financial markets with portfolio managers grappling with the issues brought about by government intervention intended to avoid economic catastrophe both here and overseas.

In 2021 at our first live conference, the IMAP Portfolio Management Conference,  our industry experts will delve into the practicalities in making investment choices in the context of the current global market backdrop.

As in previous years, the IMAP Portfolio Management Conference will be split into 2 parts.  In Sydney we will focus on Asset Allocation and in Brisbane the focus will be Security Selection

Sydney 23 Feb 2021 – face to face in person
Brisbane 2 Mar 2021 – face to face or live streamed
Perth – deferred to 1 Jun 2021, subject to open borders

Sydney Programme

23rd February, Dockside Darling Harbour

8.45am Opening Address

Toby Potter IMAP Chair and our MC Alan Logan, Prior Family Foundation 

8.55am The Key Questions to ask your Fixed Income Manager

‍‍Chamath De Silva will discuss BetaShare's approach to optimising the traditional goals of income, diversification and capital preservation in a defensive portfolio under current conditions.

  • With fixed income markets trading at rates close to zero if not in negative territory does this change the role fixed income will play in defensive portfolios?
  • What are the pitfalls of new fixed income strategies that investors need to understand
  • How to invest for fixed income – direct vs ETF vs managed fund
  • What are the pros and cons of each investment vehicle?

Presenter(s)

Chamath De Silva CFA of BetaShares

9.25am The Challenges of Building Managed Account Programs for Larger Advice Businesses

  • Dealing with multi platform environments
  • Accomodating adviser perspectives
  • Providing continuity for existing portfolios
  • Reporting
  • Using scale for the benefit of clients
  • Supporting advice practices which "have their own ideas"
Presenter(s)

Paul Saliba AMP
Justin McLaughlin of Clearview

10.10am How Central Bank Policy and GeoPolitical Stresses will affect Investment Markets

Change in globalisation patterns. What are the implications for markets? Given China’s geopolitical ambitions, what does it means for markets? What will be the legacy of QE and implications for inflation? Lower for longer interest rates  - what does mean for portfolios?

Presenter(s)

Nigel Douglas of Douglas Funds Consulting
Justin McLaughlin of Clearview
Rod Skellet of Mason Stevens

10.55am Asset Consultant Session 1

Presenter(s)

Chris Lioutas of Insight Investment Consultants

11.10am Morning break

11.30am A new investment order

Given lower for longer rates can any portfolio achieve higher growth rates? With markets at heady highs are falls more likely than rises in equities? If the traditional 60:40 portfolio is completely defunct, what does this mean for the 80:20 growth portfolio?

Presenter(s)

James Kingston of BlackRock

12.00pm  AA challenges and features in Managed Accounts

Al Clark of MLC and Piers Bolger of Viridian Advisory/Infinity Asset Management tackle the issues of resourcing, team construction and processing of Asset Allocation changes in Managed Accounts.

• What will be the big Asset Allocation decisions in Q1 2021
• The impact of low interest rates on investment portfolios
• How to cater for overvalued traditional asset classes

Moderated by Michael Karagianis of JANA Investment Advisers, this session will delve into the practicalities faced by many Licensee Portfolio Managers.

Presenter(s)

Michael Karagianis of JANA
Al Clark of MLC
Piers Bolger of Infinity Asset Management/Viridian Advisory

12.45pm Asset Consultant Session 2

Presenter(s)

Brad Matthews of BMIS

1.00pm Lunch break

2.00pm Best vehicles for achieving managed account portfolio objectives

Managed accounts aren't exclusively listed securities, increasingly other security types such as ETFs or LIT are included. Given the range of investment vehicles available what are the benefits and disadvantages of each?

Apart from price, when should a portfolio manager choose active over beta exposure?

Presenter(s)

Kanish Chugh of ETF Securities
Nathan Lim of Morgan Stanley

2.45pm Retirement Incomes

Constructing managed account portfolios for pension clients, Meeting income objectives in this environment, avoiding sequencing and downside risk for people who can't recover, incorporating illiquid assets into managed account portfolios

Presenter(s)

Matt Olsen of IOOF
Lukasz de Pourbaix of Lonsec
Andrew Lowe of Challenger

3.35pm Asset Consultant Session 3

Presenter(s)

Jerome Lander of Dynamic Asset Consulting

3.50pm Where we are looking for Growth in 2021?

Asset Consultants cover their main thesis for portfolio construction for a growth portfolio

Presenter(s)

Alan Logan of Prior Family Foundation
Brad Matthews of BMIS
Chris Lioutas of Insight Investment Consultants
Jerome Lander of Dynamic Asset Consulting

4.20pm Conference closing remarks and networking drinks

Brisbane Programme

2 March, QUT Gardens Point Campus CBD

8.45am Opening address

Toby Potter IMAP Chair and our MC Alan Logan, Prior Family Foundation

8.55am International Shares

  • Current market valuations
  • Emerging vs developed market
  • Realistic market return expectations
  • What impact on market returns will derive from medium term macroeconomic influences in a lower for longer world?
  • Is this all just rate driven revaluation?
Presenter(s)

Matthew Jeremy of Quilla
Charles Stodart of Zurich

9.45am Property and Infrastructure

  • The role of real assets and infrastructure in a portfolio
  • How best to access this type of investment for retail / managed account investors
  • How to assess infrastructure managers Global vs Australia exposure
  • Role of this type of asset in goals based portfolios
  • How have infrastructure investments been affected by recent market volatility Illiquidity?
Presenter(s)

Greg Pease of Evidentia
Stephen Hayes of First Sentier

10.35am Morning Break

10.55am ESG and the role of the Adviser Part 1

  • Louise Edkins of Ethical Investment Advisers will moderate a panel of presenters from leading organisations - Macquarie and Australian Ethical  - who will provide the tools that Advisers need to implement ESG decisions.
    • Application of ESG and Ethical Framework within portfolio construction 
    • ESG and Ethical investment without compromising returns 
    • The common misconceptions of investing with an ESG and Ethical lens  
    • Stock examples and alpha generation 
    • How to take a total portfolio approach to Sustainable Investing
    • Sustainability in Liquid Alternatives
    • How to talk to clients about Responsible Investing – from ESG integration to Impact

Presenter(s)

Louise Edkins of Ethical Investment Advisers
Jason Todd of Macquarie

11.40am Alternatives

  • Selecting alternative managers
  • The key roles that alternatives can play in portfolio construction
  • Will they perform better in the next two years than they have in the past two,
  • Is real estate an Alternative Private equity – a real opportunity for retail investors?
Presenter(s)

Steven Tang of Zenith

12.30pm Lunch Break

1.30pm Regional Investing for Portfolios

2.20pm Ex20 Australian Equities - Beyond the Behemoths

What are the opportunites in the mid cap, small cap and micro cap universe? How do they add value and how can Advisers talk about them?
Brad Partridge of Macquarie and Justin Woerner of Elston will provide their insights into how Ex 20 stocks can effectively be included in a Managed Account portfolio.
Moderated by Stephen Furness of MGD Wealth, join us on 2nd March at QUT in Brisbane to hear more about the Macquarie and Elston investment philosophies and processes - both Quantitative and Systematic.

Presenter(s)

Stephen Furness of MGD
Brad Partridge of Macquarie
Justin Woerner of Elston

3.10pm ESG and the Role of the Adviser - Part 2 Interactive Session with Audience

Presenter(s)

Louise Edkins of Ethical Investment Advisers
Jason Todd of Macquarie

 4.20pm Conference closing remarks and networking drinks

Our talented and interesting presenters will challenge and inform you

Alan Logan
Alan Logan Principal Consultant at Marcona Partners
Alan Logan is our MC for the IMAP Portfolio Management Conference 2021. Alan has over 25 years senior leadership experience with some of Australia’s leading financial services companies (advice, insurance, asset management, superannuation and banking solutions). He is currently the Principal Consultant at Marcona Partners, focusing on investment risk management, portfolio construction, governance and building enduring professional advisory firms. He holds an Advanced Diploma of Financial Services (Financial Planning), a Masters of Business Administration and is a Graduate of the Australian institute of Company Directors
Chamath De Silva CFA
Chamath De Silva CFAPortfolio Manager BetaShares
Chamath has worked at Betashares for nearly 5 years. He previously held a number of roles at the Reserve Bank of Australia over a 7 year period including as Senior Analyst - International Financial Markets, Senior Dealer Investments - European Representative Office and Portfolio Analyst - International Reserves.
Chamath holds a Bachelor of Commerce (Hons) from University of Melbourne and is a Chartered Financial Analyst (CFA)
Paul Saliba
Paul SalibaSenior Manager Listed Securities & Applied Solutions - AMP
Paul has management responsibility for direct share portfolios for the AMP aligned licensees, managing listed securities & contributing to the team’s model portfolio & managed portfolio construction. Paul's an investment specialist with 21+ yrs experience, with roles in ANZ Asset Management, Supervisory Analyst roles with Citigroup & Credit Suisse, CIO of Lachlan Partners, Mosaic Portfolio Advisers & Head of Equities & Portfolio Construction plus RM at IOOF. Paul has worked closely with financial planning practices, planners and their clients. He holds a Bachelor of Economics, a Grad Diploma in Applied Finance & Investment, a Diploma in Financial Services (Financial Planning) and is a Fellow of the Financial Services Institute of Australia.
James Kingston
James KingstonDirector, Head of BlackRock Portfolio Analysis & Solutions APAC - BlackRock
James' 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.
Andrew Lowe
Andrew Lowe Head of Technical Services - Challenger
Andrew and the Challenger Tech Team are responsible for the development and delivery of technical content, tools and advice for advisers. Andrew’s areas of interest include pre and post retirement planning, superannuation (including SMSFs), Social Security, aged care and the regulatory environment for the provision of financial advice. Andrew has more than 20 years technical experience including technical roles with AMP, ING and ANZ. Andrew has qualifications in Commerce, Law and Financial Planning.
Angela Ashton
Angela AshtonDirector - Evergreen Consultants
Angela co-founded Evergreen Consultants, a bespoke investment consultancy assisting financial advisory firms build robust investment solutions. She has held senior investment roles at QIC and Lonsec, and was Head of Ratings at van Eyk Research.
Lukasz de Pourbaix  CIMA® GAICD
Lukasz de Pourbaix CIMA® GAICDExecutive Director, Chief Investment Officer - 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).
Charles Stodart
Charles Stodart Investment Specialist, Zurich Investments
Charles Stodart joined Zurich in 2015 and has 20+ yrs experience in the financial services industry. He'ss responsible for providing support and investment commentary to financial advisers and investors of Zurich’s managed funds. Prior roles include Investment Analyst at Five Oceans Asset Management, Fund Manager at Pengana Capital’s Asian Equities Fund, investment roles at Perennial Investment Partners & Murray Johnstone in Glasgow, covering global equities. Charles has a Masters in Modern History from St Andrews University in the UK and is a CFA charterholder

Event Sponsors

Principal Investment Sponsor

Macquarie

Sponsors

Australian ethical
BetaShares
ETF Securities
First Sentier
Ironbark
iShares
Jana
Franklin Templeton
Lonsec
Mason Stevens
Mercer
MLC
Morningstar
Zenith
Zurich

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

  • Premium table location at the venue
  • Bring your guests and colleagues
  • Standard table seats 8 people
  • Build your brand profile
  • Call Jane McIlroy P: 0411 420 180
  • E: jane.mcilroy@imap.asn.au

Venue Information for IMAP's Portfolio Conference 2020 being held in Sydney and Brisbane

Venue Details - SYDNEY NSW 23rd February 2021

IMAP's Portfolio Management Conference 2021 is being held at Dockside, Cockle Bay, Darling Harbour and is just a short walk to the Sydney CBD. 


Dockside has parking facilities at Wilson Parking in Cockle Bay Wharf, offering under cover access just moments from the venue.

Cabs are also easy to take to and from the venue, adn there is plenty of hotel accomodation close by

Wheelchair access is available.


Contact details for the  venue can be found on their website

https://docksidegroup.com.au/venues/dockside

 

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Venue Details - BRISBANE QLD 2 March 2021

IMAP's Portfolio Management Conference 2021 is being held at Queensland University of Techlnology in Brisbane

Room Three Sixty is a contemporary top-floor venue atop QUT's world-class Science and Engineering Centre, with incomparable panoramic views of the city skyline from one of the most picturesque corners of Brisbane city. Flexible and designed to impress, Room Three Sixty features floor-to-ceiling windows, two adjoining open-air terraces, and a full-service bar and informal lounge area.

Award-winning boutique catering company Cuisine on Cue are the exclusive caterers for Room Three Sixty


Contact details for the venue can be found on their website

https://www.venuecollection.qut.edu.au/venues/room-three-sixty

 

Event Venue's Address:

QUT Gardens Point campus
2 George Street
Brisbane
QLD 4001

View map
Room 360 Queensland University of Technology
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, 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 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.
Amanda Munro
Amanda MunroChair Portfolio Managemetn Group - IMAP
Amanda is Chair of the Portfolio Management Group and supports IMAP's other investment related initiatives. Amanda's background is in funds management, being a founding partner of Arnhem Investment Management, after working as an Australian equities analyst at ABN AMRO Asset Management. Her experience also includes Australian equities, FX dealing and performance reporting for ABN AMRO's funds. Amanda has also worked as an analyst for AMP investment products as as account manager for dealer groups & platforms for Morningstar. Amanda is a Certified Financial Analyst, holds an MBA and a Veterinary Science degree.

IMAP Events Team Contact Details for Portfolio Management Conference 2021

Please contact the IMAP Event team with any queries:

Email Address: support@imap.com.au

Phone: +61 2 8003 4147 

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Phone
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  Address
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