(PLease note conference date is 10 March 2022)
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.
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.
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 conference date of 10th March 2022
Please Note that Registration is Restricted to:
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
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 - 10th March 2022
8.35am - 8.45am
Welcome & introduction to the Conference
Opening Address by Toby Potter - IMAP Chair & Alan Logan - Marcona Partners MC
8.45am - 9.25am
How Central Bank Policy and GeoPolitical Stresses will affect Investment Markets
Jonathan Baird - Franklin Templeton
Marie Tsang - BlackRock
moderated by Alan Logan, Marcona Partners
Marie Tsang - BlackRock
moderated by Alan Logan, Marcona Partners
9.25am - 9.50am
“Barbell” strategies for Managed Account Portfolios
Vinnie Wadhera - BetaShares
9.50am - 10.30am
The Role of Real Assets and Infrastructure in a Portfolio
Jan de Vos - Resolution Capital
Stephen Hayes - First Sentier Investors
moderated by Bruce Maloney, WP Invest
Stephen Hayes - First Sentier Investors
moderated by Bruce Maloney, WP Invest
10.30am - 10.45am
Where we are looking for Growth in 2021 - Session 1
Al Clark, MLC
10.45am - 11.15am
11.15am - 11.45am
The advantages of Multi-Asset Managed Accounts that incorporate Direct Securities and ETF’s
Glen Holder - Resonant Asset Management
11.45am - 12.25pm
Do Managed Accounts Work?
Brett Sanders - Philo Capital
Rob da Silva - SQM Research
Jason Komadina - MLC
moderated by Toby Potter, IMAP
Rob da Silva - SQM Research
Jason Komadina - MLC
moderated by Toby Potter, IMAP
12.25pm - 12.40pm
Where we are looking for Growth in 2021 - Session 2
Chris West - Context Capital Consulting
12.40pm - 1.40pm
1.40pm - 2.20pm
Protecting Retirement Incomes
Andrew Lowe - Challenger
Victor Huang - Milliman
moderated by Alan Logan, Marcona Partners
Victor Huang - Milliman
moderated by Alan Logan, Marcona Partners
2.20pm - 2.35pm
Where we are looking for Growth in 2021 - Session 3
Norm Robinson - Sentinel Finance Group
2.35pm - 2.55pm
Where we are looking for Growth in 2021 - Panel Discussion
Chris West - Context Capital Consulting
Norm Robinson - Sentinel Finance Group
Anthony Golowenko - MLC
moderated by Alan Logan - Marcona Partners
Norm Robinson - Sentinel Finance Group
Anthony Golowenko - MLC
moderated by Alan Logan - Marcona Partners
2.55pm - 3.30pm
Ethics for Advisers – Lessons from another profession
Andrew Bradley - Minter Ellison
3.30pm
Book Perth
10th March 2022
Meet our Conference Presenters & Panelists
Alan Logan Principal Consultant
at Marcona Partners
at Marcona Partners
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.
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
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
Jason KomadinaDirector, Managed Accounts - MLC Asset Management
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.
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.
Marie Tsang CFA,VP & Senior Investment Strategist
BlackRock
BlackRock
Marie Tsang CFA
Senior Investment Strategist - Blackrock
Marie is responsible for delivering outcome-focused solutions to clients in the Asia region, providing thought leadership and advice on portfolio construction and risk management, working closely with sales and client business teams in the region.
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.
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.
Rob De Silva Head of Research
SQM Research
SQM Research
Rob da Silva
Head 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.
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.
Glen Holder Chief Executive Officer
Resonant Asset Management
Resonant Asset Management
Glen Holder
Chief Executive Officer - 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.
Glen has a Masters in Applied Finance from the University of Melbourne and is a qualified member of the Institute of Chartered Accountants in Australia and New Zealand. He has an undergraduate degree in Accounting and Business Law and a Diploma in Financial Planning.
Victor Huang Principal & Head of Investment Solutions AsiaPacific - Milliman
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
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
Brett SandersChief Executive Officer
Philo Capital Adviser
Philo Capital Adviser
Brett Sanders
CEO - 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.
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.
Jonathan Baird Head of Client Service & Marketing
Western Asset Management
Western Asset Management
Jonathan Baird
Head of Client Service & Marketing, Aus & NZ - Western Asset Management
Jonathan Baird has 12+ years of industry experience. Prior roles include 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 Universityy
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 Universityy
Vinnie WadheraExecutive Director - Institutional and Adviser Business
Betashares
Betashares
Vinnie Wadhera
Executive Director - Institutional and Adviser Business
Betashares
Betashares
Vinnie is responsible for BetaShares’ client service and portfolio solutions to institutional investors and financial advisory groups. As Co-Head of Distribution he oversees the Adviser and Institutional Services teams at BetaShares. Vinnie has extensive experience in the investment management industry working in Sydney, New York and London. He has held senior roles with ING Australia, Allianz Dresdner Asset Management and Third Link Investment Managers. Prior to that he was Head of Research at AMP Financial Services responsible for fund manager selection & review and model portfolio construction. Vinnie has attained the Certified Investment Management Analyst (CIMA®) designation and holds a Bachelor of Commerce degree
Andrew LoweHead of Technical Services - Challenger
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.
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.
Stephen HayesHead of Global Property Securities
First Sentier Investors
First Sentier Investors
Stephen Hayes
Head of Global Property Securities - First Sentier Investors
Head of Global Property Securities - First Sentier Investors
Stephen holds a Bachelor of Commerce (Economics and Management) from the University of Wollongong and is a Fellow of the Financial Services Institute of Australia.
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.
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.
Chris WestCo-founder & Principal Consultant
Context Capital Consulting
Context Capital Consulting
Chris West
Co-founder & Principal Consultant at Context Capital Consulting
Prior to establishing the boutique investment consulting firm Chris was the Chief Investment Officer at WA Super, and he has held a number of roles in the institutional investment and investment consulting industry.
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.
Norm Robinson Chief Executive Officer
Sentinel Finance Group
Sentinel Finance Group
Norm Robinson
Chief Executive Officer & Co-Founder - Sentinel Financial Group
Norm began his career as an Investment Adviser in 1996 before co-founding Sentinel in 2003 with his brother, Justin.
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
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
Bruce Maloney Principal
WP Invest
WP Invest
Bruce Maloney
B. Bus, MESAA, MAICD
Principal - WP Invest
Bruce has 40+ years of experience in the investment and capital markets, working in Sydney, Melbourne and Perth, covering areas including equities, fixed income and money markets.
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
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
Jan De Vos Real Assets Portfolio Manager
& Resolution Capital
& Resolution Capital
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.
Jan transferred to Real Assets Portfolio Manager in October 2018.
Jan has previously worked as an Analyst for LaSalle Investment Management in the Netherlands.
Jan transferred to Real Assets Portfolio Manager in October 2018.
Jan has previously worked as an Analyst for LaSalle Investment Management in the Netherlands.
Toby PotterChair
IMAP
IMAP
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
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
Andrew Bradley Partner
Minter Ellison
Minter Ellison
Andrew Bradley
Partner - Minter Ellison
Andrew's an expert in all aspects of financial services regulation and has a keen interest in partnering with clients to drive innovation in the financial services industry. He has particular expertise in the area of superannuation.
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
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
Robert da Silva Head of Research
SQM Research
SQM Research
Robert da Silva
Head of Research - SQM Research
Robert has 35+ years experience as an investment manager & ratings expert. Prior to his current role, he was Head of Research & Deputy CIO at van Eyk Research leading their research team with responsibility for fund manager investment & ratings reports across all asset classes.
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
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
Al ClarkHead of Investments
MLC Asset Management
MLC Asset Management
Al Clark
Head 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
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
Anthony GolowenkoPortfolio Manager
MLC Asset Managemen
MLC Asset Managemen
Anthony Golowenko
Portfolio Manager - MLC Asset Management
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 10th March 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
Toby PotterIMAP - Chair
Toby Potter
IMAP - Chair
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
Jane McIlroyNational Marketing/Events Director
Jane McIlroy
National 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 Phimleut
Programme Manager IMAP
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.
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