Apologies - the Brisbane event is now full. Livestream tickets still available
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
Brisbane 2nd March 2021
Brisbane 2nd March 2021 -
Brisbane Programme
2 March, QUT Gardens Point Campus CBD
8.45am Opening address
Toby Potter IMAP Chair and our MC Alan Logan, Marcona Partners
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?
Amanda Munro of IMAP
Charles Stodart of Zurich
Francyne Mu of Franklin Templeton
Monik Kotecha of InSync
9.45am 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?
Greg Pease of Evidentia
Jan de Vos of Resolution Capital
Stephen Hayes of First Sentier
10.35am Morning Break
10.55am ESG and the role of the Adviser Part 1
- Karen McLeod 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)
Karen McLeod of Ethical Investment Advisers
Dan Powell of Nanuk Asset Management
Jason Todd of Macquarie
Leah Willis of Australian Ethical
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?
Toby Potter of IMAP
Angela Ashton of Evergreen Consultants
Alex Donald of Ironbark
Steven Tang of Zenith
12.30pm Lunch Break
1.25pm What do zero rates mean?
Charlie Jamieson of Jamieson Coote Bonds will share his views on;
• The interest rate outlook - Domestic and Global
• Risk of Inflation
• Whether zero rates are leading the equity markets to delude themselves
• Opportunities in parts of the Fixed Interest market
• Fixed interest investments forming part of the income objectives in a portfolio
Presenter(s)
Charlie Jamieson of Jamieson Coote Bonds
1.55pm Do Managed Accounts Work?
Using a real life example from the current COVID 19 market crisis and extensive quantitative modelling, this session discusses proof that managed accounts offer better outcomes for clients. Toby Potter of IMAP will moderate a panel of experts to compare actual experience of managed accounts compared to unit trusts or adviser implementation;
• Does trading implementation matter?
• What is a typical timetable for rebalance using an MDA service? How much delay is there, if any?
• Is there a best interest dimension here?
• How varied have model managers been in their approach to the current market crisis?
Presenter(s)
Toby Potter of IMAP
Brett Sanders of Philo Capital
Jason Komadina of MLC
Rob De Silva of SQM Research
2.35pm 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.
Stephen Furness of MGD
Brad Partridge of Macquarie
Justin Woerner of Elston
3.20pm Afternoon Tea
3.35pm ESG and the Role of the Adviser - Part 2 Interactive Session with Audience
Presenter(s)
Karen McLeod of Ethical Investment Advisers
Dan Powell of Nanuk Asset Management
Jason Todd of Macquarie
Leah Willis of Australian Ethical
4.15pm Conference closing remarks and networking drinks
Sydney Programme
This conference was held on 23rd February, Dockside Darling Harbour
8.45am Opening Address
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"
Angela Ashton of Evergreen Consultants
Justin McLaughlin of ClearView
Martin Crabb of Shaw & Partners
Paul Saliba of AMP
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
Jesse Imer of Mason Stevens
Jonathan Baird of Western Asset
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?
Hear James Kingston of BlackRock discuss;
• Where CPI is expected to go
• General long term capital market assumption views
• Investment product selection
• Diversification away from traditional asset classes
• Whether CPI + portfolios will meet their objectives
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)
Dominic McCormick
Chris Meyer of Pinnacle
Evan Metcalf 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
Andrew Lowe of Challenger
Lukasz de Pourbaix of Lonsec
Victor Huang of Milliman
3.35pm Afternoon Tea
3.50pm Asset Consultant Session 3
Presenter(s)
Jerome Lander of Dynamic Asset Consulting
4.05pm 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
4.35pm Conference closing remarks and networking drinks
Our talented and interesting presenters will challenge and inform you
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 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)
Chamath holds a Bachelor of Commerce (Hons) from University of Melbourne and is a Chartered Financial Analyst (CFA)
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 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 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 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® 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 CFA 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
Nigel Douglas CEO - Douglas Funds Consulting
Nigel leads Douglas Funds Consulting which is an independent research firm that undertakes customised fund and client specific research projects as well as investment committee and non-executive director roles. He has over 30 years financial markets experience with high level expertise in investment manager research, asset allocation and macroeconomics.
Nathan Lim CFAHead of Wealth Management Research - Morgan Stanley
Nathan has 25 years in the investment industry incl. 4 years with
Morgan Stanley). Prior roles include managing the award-winning Australian
Ethical International Shares Fund. His extensive experience in asset management, research and stockbroking has taken him across Asia, North America, the Middle East and Australia. Nathan is a frequent speaker and writer on the intersection between finance and the environment He holds a Bachelor of Commerce from University of British Columbia, is an Honorary Adjunct Professor with the University of Technology Sydney Business School and is a CFA® charterholder.
Francyne Mu CFAVice President Portfolio Manager/Research Analyst - Franklin Equity Group
Francyne Mu is a vice president, portfolio manager, and generalist research analyst for Franklin Equity Group. Prior to joining Franklin Templeton in 2008, she was a senior investment manager at Pictet Asset Management and a vice president at Citigroup Asset Management, covering financials. She entered the financial services industry in 2000. Ms. Mu holds a B.A. and a B.Com (Hons.) from the University of Melbourne. She is a Chartered Financial Analyst (CFA) charterholder.
Michael KaragianisSenior Consultant - JANA Investment Advisors
Michael heads up an investment consultancy focused on providing advised and implemented solutions to financial advisors. 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.
Leah WillisHead of Client Relationships - Australian Ethical
Leah joined Australian Ethical in December 2016 and is responsible for client relationships across all of Australian Ethical’s intermediated channels, including financial planners, employers, and institutional clients. Leah has 20+ years’ experience in financial services distribution, including senior distribution positions with Rothschild Asset Management, BT Financial Group, Barclays Global Investors, and most recently as Head of Key Accounts for IOOF
Steven Tang CFAHead of Consulting - Zenith
Steven joined Zenith in 2008 as an investment analyst. Steven has extensive academic qualifications including a Bachelor of Pharmacy, Bachelor of Commerce, Graduate Diploma of Applied Finance and Investment and all 3 levels of the Chartered Financial Analyst (CFA) program. He has also completed both levels of the Chartered Alternative Investment Analyst (CAIA) program
Al ClarkHead of Investments - MLC Asset Management
Al brings deep experience to the role having spent the last 2 decades building investment solutions for retail & institutional clients in Australia and Asia. He was previously Global Head of Multi-Asset with Nikko Asset Management, Head of Multi-Asset, Asia Pac with Schroders Investment Management, in Singapore, and Head of Multi Strategy, with BT Financial Group. Al started his investing career at Macquarie Bank managing a range of domestic and international fixed income portfolios.
Stephen HayesHead of Global Property Securities - First Sentier Investors
Stephen is responsible for management of the Global Property Securities team, one of a number of First Sentier Investors investment teams, who manage Domestic, Asian and Global Property Securities portfolios for a number of funds.
Prior to re-joining the company in September 2012, Stephen was Managing Director at Perennial Real Estate Investments for 6+ years, and worked for First Sentier as Head of Property Securities. He holds a Bachelor of Commerce (Economics and Management) from the University of Wollongong and is a Fellow of the Financial Services Institute of Australia.
Jason Todd CFAHead of Wealth Management Investment Strategy - Macquarie Group
Jason's experience at Macquarie Group includes Wealth Management Investment Strategy, and he previously headed up the Australian Macroeconomic Research team. Prior roles included: Head of Equities - CIMB Securities (Hong Kong), Global Equity Strategist for Religare Capital Markets (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
Stephen FurnessPrincipal Adviser - MGD Wealth
In addition to MGD, Stephen is Director of LDI Connect Asset Management, & Chair of the LDI Connect Investment Committee. Stephen has 30+ years in banking & financial services including 23 years in private practice delivering high level strategic wealth management solutions
to high net worth clients. A former director of the Association of Goals Based Investment Advisers Ltd, Stephen is an Accredited Investment Fiduciary Analyst®, a Certified Financial Planner®, and a Life Risk Specialist®.
Brad Matthews Brad Matthews Investment Strategies
Brad has 30+ years experience in the finance industry and is a highly regarded
investment strategist. Prior roles include the money & foreign exchange markets in the mid-
1980s, Economist roles at St. George Bank followed by executive roles positions including Head of the Cards & ATMs division. Head of Research & Head of Investment Strategy for AMP Group financial planning licensees. Brad has editedf a newsletter known as “Plain English
Economics” for teh past 24 yrs read by secondary students studying economics.
Jerome LanderPortfolio Manager - Dynamic Asset & CIO WealthLander
Jerome Lander is the Portfolio Manager at Dynamic Asset, a managed Goals-Based Investing service providing managed accounts for Advisers. He is also Chief Investment Officer at Wealthlander, a fund manager which manages a diversified alternative fund for wholesale investors
He holds a Masters of Business and Commerce (Finance specialisation) and a Certified Investment Management Analyst qualification.
Piers BolgerCIO - Viridian Financial Group
Piers is responsible for the management of Viridian’s investment portfolios including its SMA offering (under Infinity Asset Management) providing financial market insights &updates to its investor base.
Prior roles include Head of Diversified Portfolio Management within the Investments business of BT Investment Solutions, Head of Research & Investments Wholesale - UBS Global Asset Management Australia and co-Portfolio Manager for a quantitative based equity income strategy.
Piers has held various asset consulting and investment research positions in several consulting and fund-of-fund investment manager groups. Piers currently sits on the Advisory Boards of the Christian Brothers Oceania Province and Primary Ethics Trust. He is a member of the Investment Management Consultants Association (IMCA).
Brad Partridge CFALead Portfolio Manager - Macquarie Investment Management
Brad is the lead portfolio manager for Macquarie Investment Management’s Australian equity SMA model portfolios. Brad joined Macquarie in 2002 and has managed SMA portfolios since 2007. Brad holds a Bachelor of Business and is a Chartered Financial Analyst.
Jonathan BairdHead of Client Service & Marketing - Western Asset Management
Jonathan has 12+ years of industry experience. Prior to joining the Western AM, he was a Fixed Income Investment Specialist at UBS Asset Management, and a Senior Investment Analyst at Zenith Investment Partners.
Jonathan holds a Master of Applied Finance from Macquarie University, a Bachelor of Business degree in Economics and Finance, and a Diploma in Financial Services from RMIT University
Dominic McCormickInvestment Consultant
Dominic has worked in financial services and investment management for 33
years. He co-founded multi-asset and alternatives manager Select Asset Management in 2002
(sold to OneVue in 2014). He's 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.
Karen McLeod CFPFinancial Adviser, Ethical Investment Advisers
Karen McLeod is a Certified Financial Planner™ (CFP), specialising in ethical investment for over 13 years. In 2020 and 2019 she was named in the Financial Standard's Power50 - Most Influential Advisers in Australia. She was nominated by her peers to serve as a board member of the Responsible Investment Association Australasia (RIAA) for a decade ending in 2020. In 2014, she chaired the Ethical Adviser's Cooperative, which promotes ethical investment options to Australian investors and advisers. She remains an active member of the Cooperative. She currently sits on the Investment Committee for Future Super which focuses on zero fossil fuel investment and ethical investment.
Justin Woerner CFAPortfolio Manager Elston Asset Management
Justin is a Portfolio Manager within the Australian Equity and Multi-Sector investment teams at Elston Asset Management. With over 20 years of industry experience Justin has performed key roles including Investment Analyst and Portfolio Manager with a focus on Australian and International equity markets. His previous role was a 14-year tenure at Hyperion Asset Management before joining Elston in 2019. Justin holds a Bachelor of Commerce from Deakin University and is a CFA charterholder.
Martin Crabb Chief Investment Officer - Shaw & Partners
Martin joined Shaw and Partners in April 2011. Previously Martin was an Executive Director at Macquarie Group for 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.
Amanda MunroChair Portfolio Management Group - IMAP
Amanda has a background in funds management, being a founding partner of Arnhem Investment Management, after spending several years working as an Australian equities analyst at ABN AMRO Asset Management. Her experience also includes Australian equities and foreign exchange dealing and performance reporting for ABN AMRO's funds.
Amanda has also worked as an analyst, researching investment products in a range of asset classes for AMP as well as an account manager for dealer groups and platforms for Morningstar.
Amanda is a Certified Financial Analyst, has an MBA
Jesse ImerFixed Income Investment Strategist - Mason Stevens
Jesse has 11 years’ finance experience, incl. 9 years in front office roles. He has sales, trading and investment analysis experience across money market, fixed income and foreign exchange markets. Jesse has experience from both advising clients across local councils, small superannuation funds, government agencies & fund managers – and investing on behalf of a bank treasury - Prior roles include National Australia Bank, Curve Securities, Bloomberg and State Street Bank and Trust.
Evan Metcalf CFAHead of Product - ETF Securities
Evan Metcalf is responsible for product management and development, research and content, along with capital markets. He joined ETF Securities in 2015. Prior roles include ANZ, Credit Suisse and Westpac. Evan is a CFA charterholder and holds a Bachelor of Commerce in Finance (Hons), a Bachelor of Science in Mathematics and a Master of Science in Financial Mathematics.
Dan Powell Head of Distribution - Nanuk Asset Management
Dan has brought his 30 years’ investment industry experience to Nanuk. He is a distribution professional in financial services for retail & institutional markets, covering sales, marketing, strategy, product development and web-based services in investment management, employer super, life insurance, platforms & investment advisors. Previous roles include Bankers Trust Financial Services and leadership sales & marketing roles with ING Australia and AMP. Dan holds a degree in Business Marketing, Finance & Economics from Curtin University
Matt OlsenHead of Research & Retirement Income - IOOF
Matt's team at IOOF are responsible for Portfolio Construction, Manager Research, Stock Research, Superannuation, Insurance & Platform Research, Macroeconomic Research & IOOF’s Retirement Income Framework.
Prior roles include Chief Executive Officer of Lonsec Research overseeing Investment Consulting, Manager Research and Stock Research. Chief Investment Officer of a $5 billion Industry Super Fund. He has extensive experience as a buy-side investment analyst responsible for stock selection & sector research on ASX and global listed equities. Plus Equity Derivatives & Treasury roles with KPMG, Banker’s Trust and JP Morgan in Sydney and London. Matt holds a Bachelor of Commerce from the University of NSW and is a Chartered Accountant.
Victor Huang Principal & Head of Investment Solutions AsiaPacific - Milliman
Victor leads a team of portfolio managers, actuaries, & traders who design and implement investment strategies within superannuation, (re) insurance companies, ETF managers, and managed accounts. Victor's expertise includes dynamic hedging programs, risk neutral valuation,and asset allocation plus risk management strategies for superannuation funds & pension products including modelling, market consistent pricing, and performance attribution of vanilla & exotic financial derivatives in major markets Prior roles include National Australia Bank where he developed trading / risk reporting models for interest rated derivatives.
Victor is a Fellow, Institute of Actuaries Australia Education and holds a Bachelor of Commerce, Actuarial Studies, & Bachelor of Science, Statistics, both from University of NSW
Justin McLaughlinCIO ClearView
Justin has 20+ years experience focusing on asset allocation & fund manager research. His career began with the Federal Government Super Scheme (now CSS/PSS) researching fund managers & working in tactical & strategic asset allocation. He's held Chief Economist & Investment Strategy roles with Advance Asset Management and United Funds Management, and worked for TOWER (now TAL), and was Head of Research at Bridges (a financial planning & stockbroking company) for 8 years prior to joining ClearView.
Chris LioutasCEO - Insight Investment Consultants
Chris has been in the financial services industry for 13 years and is the owner& director of Insight Investment Consultants, an investment consulting business set up in 2013 to provide services to financial advisers and licensees. Chris acts as the firm’s primary consultant whilst maintaining significant research coverage.
Chris previously worked for a Big 4 bank where he provided a range of similar services to financial advisers and licensees, as well as internal stakeholders.
His research has historically covered managed funds, listed securities (shares, ETFs, hybrids), economics, geopolitics, and asset allocation.
He holds a Bachelor of Applied Finance and a Bachelor of Commerce with a major in Professional Accounting, and a Master of Applied of Finance, both from Macquarie University.
Alex Donald Director, Head 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
Charlie Jamieson Chief Investment Officer, Jamieson Coote Bonds
Charlie co-founded JCB and oversees portfolio management for the Australian, global and absolute return high grade bond strategies. Prior roles include Merrill Lynch/Bank of America Merrill Lynch in New York, Tokyo, London & Sydney as a seasoned bond investor and as member of the Bank’s Exec Mngemnt team. He's managed large Government Bond portfolios in major currencies & derivative instruments through events such as Sept 11, 2001, the GFC, & Eurozone crises, the US credit rating downgrade & Chinese/Greek concerns. He has served as a member of the Australian Financial Markets Association (AFMA) Bond Committee and is a regular speaker at major conferences and financial media.
Charles holds a Bachelor of Commerce from Monash University
Jason Komadina Director, Managed Accounts - MLC Asset Management
Jason Komadina is responsible for the Managed Account Strategies . Jason brings to the role over 20 years’ experience in financial services, specialising in wealth management. Prior to MLC, Jason held the role of General Manager, Product and Investments at Perpetual Private and brings a deep understanding of advice and the role of investment solutions in the advice process.
Rob da SilvaHead of Research - SQM Research
Rob has 35+ years experience as an investment manager & ratings expert. Prior roles include Head of Research & Deputy CIO at van Eyk Research, BT and Principal Global Investors leading their respective credit and fixed income capabilities with responsibilities including strategic & tactical asset allocation for the BT suite of balanced and capital stable funds.
Monik KotechaChief Investment Officer, Insync Funds Management
Monik has 30+ years of funds management experience in international & AUS equity markets working in London, New York & Sydney. Prior roles include Senior Portfolio Manager at Investors Mutual Limited, with BT Funds Management Limited looking after international equity funds including being a member of the asset allocation team and Pan European Equity analyst for the Abu Dhabi Investment Authority in London. Monik was a key member of IML Investment Team awarded Fund Manager of the Year Australian Equities in 2002 & 2003 by Money Management.
Brett SandersCEO - Philo Capital Advisers
Brett's designed & implemented managed account services since 2009, co-founding Philo Capital Advisers, (a 3rd party MDA Provider) seeing it grow to over $3.2 billion in investor FUA & FUM in just over 3 years. The managed account service Brett and his colleagues designed for Centric Wealth spanned managed funds, listed securities and deposits and was central to the operational transformation of that national advice business. Prior roles includes CEO and exec roles with Centric Wealth, Grove Research & Advisory and Sealcorp.
Greg Pease CFAPartner - Evidentia Group
Greg has 20 years+ experience in the finance industry, spanning institutional asset management, sales & distribution, practice development, at a corporate level, as well as accounting and financial planning having begun his career as an accountant in a leading Private Wealth and Accounting firm. Greg has gained asset classes experience across listed equities, property, fixed interest and private equity, and has experience in assisting businesses develop their investment philosophy, then implement their approach through establishing & running investment committees whether that be at a firm or Ultra HNW client level. Greg is a CFA Charter Holder, and has a Bachelor of Laws, and a Bachelor of Business (Accountancy) from Queensland University of Technology. He holds a Graduate Diploma of Applied Finance and Investments from FINSI
Jan De Vos Real Assets Portfolio Manager - Resolution Capital
Jan has 15 +years experience in global real estate markets and brings a wide range of skills to Resolution Capital, joining in 2007 as Senior Analyst & was promoted to Global Portfolio Manager in January 2010, and transferred to Real Assets Portfolio Manager in October 2018. Jan has previously worked as an Analyst for LaSalle Investment Management in the Netherlands.
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Venue Information for IMAP's Portfolio Conference 2020 being held in Sydney and Brisbane
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:
Queensland University of Technology
QUT Gardens Point Campus
Room 360, Y Block
Garden Point Rd,
Brisbane QLD 4001
Covid Safety Plan for QUT Conference Venue
COVID safe declaration:
This event site operates under a COVID plan based on the Industry Framework for COVID Safe Events in Queensland – QLD Tourism Industry Council, the COVID-19 SAFETY PLAN – Restaurant and Catering, Organising an Event Fact Sheet and The Queensland Government’s Road Map to Easing COVID-19 Restrictions
Meet the IMAP Events Team
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.
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