
IMAP's inaugural Portfolio Management Conference in Perth features industry experts who will delve into the practicalities in making investment choices in the context of the current global market backdrop.
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.
Registration provides a free Conference App for detailed agenda, and access to presentations and videos of all sessions
FASEA CPD Accredited
PLease see the Program below followed by Registration link for the new conference date of 28th July 2022
1. Advice businesses (those whose daily activities relate to the business of giving advice, in a client facing or back of house capacity).
2. Investment researchers, asset consultants, and those actively involved in investment management.
3. IMAP Sponsors and their guests
If you are unsure or don’t meet the definition and would like to attend, please contact us at the IMAP Event team by email
Conference Program - 28th July 2022
Welcome & introduction to the Conference
How Central Bank Policy and GeoPolitical Stresses will affect Investment Markets
Marie Tsang - BlackRock
moderated by Alan Logan, Marcona Partners
“Barbell” strategies for Managed Account Portfolios
The Role of Real Assets and Infrastructure in a Portfolio
Stephen Hayes - First Sentier Investors
moderated by Bruce Maloney, WP Invest
Where we are looking for Growth in 2022 - Session 1
The advantages of Multi-Asset Managed Accounts that incorporate Direct Securities and ETF’s
Do Managed Accounts Work?
Rob da Silva - SQM Research
Jason Komadina - MLC
moderated by Toby Potter, IMAP
Where we are looking for Growth in 2022 - Session 2
Protecting Retirement Incomes
Victor Huang - Milliman
moderated by Alan Logan, Marcona Partners
Where we are looking for Growth in 2022 - Session 3
Where we are looking for Growth in 2022 - Panel Discussion
Norm Robinson - Sentinel Finance Group
Anthony Golowenko - MLC
moderated by Alan Logan - Marcona Partners
Ethics for Advisers – Lessons from another profession
Book Perth
28th July 2022 (rescheduled date)
Meet our Conference Presenters & Panelists

at Marcona Partners

He is currently the Principal Consultant at Marcona Partners, focusing on investment risk management, portfolio construction, governance and building enduring professional advisory firms.
Alan 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


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.

BlackRock

Senior Investment Strategist - Blackrock
Prior to joining BlackRock in 2019, Marie was an Account Manager in the Global Relationship Group at Wellington Management, responsible for coverage of clients, prospects and consultants in Australian and New Zealand.
She has also previously held roles at The Global Fund in Switzerland and AMP Capital in Australia.
Marie earned a Master of Actuarial Studies from the University of New South Wales and a Bachelor of Veterinary Science from the University of Sydney.
She is a CFA charterholder.

SQM Research

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.

Resonant Asset Management

Since 2014, Glen has developed and executed an investment process that leverages institutional grade “quantamental” portfolio management techniques to construct direct securities multi-asset portfolios aimed at private clients. The success of Glen’s approach has been demonstrated by outperformance vs established benchmarks across each risk profile.
Glen has held roles in both institutional equities research and sales trading and has extensive experience advising fund managers on securities analysis, market strategy and stock specific trade views. In 2011 Glen was awarded top performer in Citigroup’s Alpha Generator, which provides actionable trade ideas to institutional clients.


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

Philo Capital Adviser

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.


Client Service Executive - Western Asset Management
He also served as a Business Development Manager and Investment Controller with K2 Asset Management, and began his career as a Research Analyst with Standard & Poor’s Fund Ratings.
Jonathon holds a Bachelor of Social Science degree in Psychology from RMIT University, and a Master of Business degree in Banking and Finance from Monash University. He is a Chartered Alternative Investment Analyst, and is a CFA® charterholder.

Betashares

Betashares


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.

First Sentier Investors

Head of Global Property Securities - First Sentier Investors
In his role, Stephen is responsible for management of the Global Property Securities team, one of a number of First Sentier Investors investment teams. The team manages 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, where he worked for over six years. Before his time at Perennial, Stephen worked at the company as Head of Property Securities.

Context Capital Consulting

Co-founder & Principal Consultant at Context Capital Consulting
Chris has presented at a range of forums including at the Chief Investment Officer’s Symposium in Melbourne and the Asset Allocation forum in Sydney along with being a guest speaker for a diverse range of audiences on investment topics at events in Perth organised by groups including the Australian Shareholders Association, CFA Institute, Curtin University, Local Government Professionals, NASDAQ Governance Forum and Women in Super amongst others.
Chris is an active participant in the WA community having previously been a top 5 fundraiser in the Variety Silence the CEO campaign and currently sits on the board of the End Homelessness (WA) foundation.
He holds a Bachelor of Commerce (Honours), is a Certified Investment Management Analyst and holds the GAICD designation from the Australian Institute of Company Directors. During his tenure at WA Super between 2013 and 2020, Chris was a finalist in the Conexus Financial Chief Investment Officer of the Year Awards and the fund’s performance was recognised with awards including the AFR Blue Ribbon Best Capital Stable Fund and Selecting Super’s Best Performance for International Equities.

Sentinel Finance Group

In his role as CEO, Norm's mandate is to ensure that Sentinel stays true to its company statement of placing the client's interest first whilst still delivering high-quality investment management services.
With his extensive industry qualifications and long term 'front line' experience, Norm spends most of his time engaging directly with clients. He is also an active member of many ASX and ETF provider panels and regularly presents to financial planning and accounting organisations across Australia.
Norm holds a Bachelor of Commerce, is a Post-Graduate in Applied Finance and Investment, a Fellow of the Financial Services Institute of Australia (FINSIA) and is a WA Business News Top 40Under40 Businessman winner

WP Invest

Bruce has been advising the boards of industry and corporate superannuation funds, including APRA regulated funds, a number of financial planner / advisor groups, as well as larger private investment portfolios since 2003, regarding asset allocation, asset selection for diversified multi-sector and single sector investment portfolios.
Bruce established WP Invest in 2004 to accommodate the investment consulting business operating within Western Pacific Financial Group, and later separated that business, following WP Invest being granted an Australian Financial Services Licence in 2006

& Resolution Capital

Jan transferred to Real Assets Portfolio Manager in October 2018.
Jan has previously worked as an Analyst for LaSalle Investment Management in the Netherlands.

IMAP

IMAP - Chair
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

Minter Ellison

Partner - Minter Ellison
He acts for the full spectrum of clients in the financial services industry including superannuation trustees, life insurers, wrap platform operators, investment managers, administrators and custodians

SQM Research

He worked at BT and Principal Global Investors for 23 years and led their respective credit & fixed income capabilities, with focus on strategic & tactical asset allocation for BT's suite of balanced & capital stable funds.
Rob holds a BBus (Finance & Economics), M Finance, GDip Applied Finance, and is a FINSIA Fellow

MLC Asset Management

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

MLC Asset Managemen

Portfolio Manager - MLC Asset Management
Anthony joined MLC Asset Management’s multi-asset Capital Markets Research team in February 2021.
He has 21 years investment experience and is passionate about developing and managing innovative solutions aligned with investor objectives and helping everyday Australians secure their investment journey.
Anthony joins MLCAM from Australian boutique Clime Investment Management, where had overall responsibility for Clime’s investment team, strategies and performance outcomes. Here Anthony launched a suite of objective based SMA model portfolios.
He has held previous roles at State Street Global Advisors including Senior Portfolio Strategist – Asia Pacific, Head of Active Australian Equities and Senior Portfolio Manager. He has significant experience in domestic and international equities, return enhancing and risk reducing overlays and objective based strategy development.
Anthony holds a Bachelor of Mathematics and Finance degree with First Class Honours from the University of Technology, Sydney, and is a CFA charterholder.
He is involved in the community supporting Sylvanvale Disability Services and Tour de Cure.
Venue Details - PERTH, WA 28th July 2022
The IMAP Portfolio Conference 2022 is being held in the Black Swan Room on Level 2, North end of the Optus Stadium.
The stadium is a multi-purpose world-class venue, hosting a year-round calendar of major national and international sporting and entertainment events and has dedicated conference venues.
The Stadium offers a mix of city, Swan River and playing surface views
Contact details for the venue can be found on their website
Event Venue's Address:
Ph
Venue Name - Black Swan Room - Optus Stadium
Level 2, North end
333 Victoria Park Drive
Burswood
Perth
Western Australia
Meet the IMAP Events Team


IMAP - Chair


Programme Manager IMAP


Investment Specialist, IMAP
David's role is focused on working to develop a community of interest among the professionals responsible for portfolio management of managed account programs.
He has 30+ years’ experience in financial markets. He has worked as an economist, investment strategist, and has extensive experience in equity portfolio management and analysis. He was previously the Chief Investment Strategist for Credit Suisse Private Banking in Australia.
He has worked in institutional asset management and private wealth in Australia and the UK, & started his career as an economist with the Australian government.
David holds a Bachelor of Economics and a Graduate Diploma in Economics (honours) from the Australian National University. He is a CFA Charter holder and holds the Certificate in Investment Performance Measurement designation
p.IMAP Events Team Contact Details for the Perth Portfolio Management Conference 2021
Please contact the IMAP Event team with any queries:
Email Address: support@imap.asn.au
Phone: +61 2 8003 4147