Portfolio Management Under Uncertainty
The 2022 IMAP Portfolio Management Conference is happening in a time of unprecedented global market volatility. Join our industry experts as they discuss and consider investment choices for managed account portfolios.
Sydney 15 March 2022 – "in person" conference Dockside, Darling Harbour
Melbourne 22 March 2022 – "in person" conference Arts Centre, St Kilda Road
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
Book Melbourne 22nd March 2022
Melbourne 22nd March 2022
Melbourne Conference Program
Registration & Coffee
Opening Address
Worst inflation in 40 years - surely this can't last!
David McDonald, CFA IMAP (moderator)
What it takes to be a Managed Account Portfolio Manager
How inflation could impact global equities
Dealing with ESG requirements in asset allocation
Moderated by Michael Karagianis, JANA
Managing portfolios through the windscreen not the rear vision mirror
Handling illiquid assets in managed accounts
The impact of a retirement income covenant on managed accounts
Do real assets offer protection from inflation?
Sydney Conference Program
Registration & Coffee
Opening Address
Can we protect against downside risk?
All portfolios should consider the impact of climate change
Embedding ESG in Fixed Income Portfolios
Moderated by Angela Ashton, of Evergreen
Global Equities - Themes and Opportunities
The post-Covid environment for markets
China and the impact on regional equities
Will higher interest rates be a headwind for Australian Equities?
Introducing our conference presenters
David McDonald CFA
Investment Specialist, IMAP
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
Aaron Minney, CFA
Head of Retirement Income Research - Challenger
Aaron is responsible for the development and dissemination of research on investment and portfolio construction strategies to deliver an appropriate income stream to retirees.
He is a frequent presenter on retirement issues and has published a range of papers and articles on retirement income strategies.
Aaron has 27 years’ experience as an investment strategist and researcher, across a wide range of asset classes.
In his previous roles across CFSGAM, IAG and Macquarie, Aaron has been responsible for the evaluation and strategic development of investment capability; portfolio management, asset allocation strategy; and an economic analysis across his career.
Aaron is an Honorary Fellow at the Macquarie Business School’s Applied Finance Centre where he is an adjunct lecturer in Advanced Investment Management.
Alexandre Ventelon
Executive Director, Head of Research Wealth Management - Morgan Stanley
Alexandre is primarily responsible for producing investment strategy research and providing implementation advice across listed Equities, Managed Funds and ETFs to Morgan Stanley's advisors and their clients.
Alexandre has more than 15 years of investment management experience, in both wealth and institutional money management. Prior to joining Morgan Stanley in 2017, Alexandre spent four years with AustralianSuper as an Investment Strategist; and six years as a Multi-Asset Portfolio Manager with Credit Suisse in Europe, Asia and Australia.
Alexandre holds a Master in Management from Toulouse Business School and a Master in Portfolio Management from the University of Paris XII.
Angela Ashton
Diretor Evergreen Consultants
Alex Donald
Director, Head of Distribution - Ironbark
Aman Ramrakha
Director, Manager Selection - Morningstar Australasia Pty Ltd
Ramrakha has a Bachelor of Commerce, graduate diploma of applied finance and investments, diploma of financial planning and is a Certified Investment Management Analyst.®
Andrew Fleming
Deputy Head of Australian Equities - Schroders
Andrew has been involved in the portfolio construction process for Australian Equity portfolios, in addition to analytical responsibilities for the Banks, Building Materials, Chemicals and Steel sectors.
Andrew Joined Schroders in July 2007.
Prior to joining Schroders, Andrew held multiple roles at Credit Suisse Asset Management including Head of Equities, Portfolio Manager for the Australian Shares Fund (2005 and 2006) and Portfolio Manager for the Australian Small Companies Fund (2003 and 2004).
Andrew holds a Bachelor of Commerce and Bachelor of Arts from University of Queensland and a Master of Economics from Macquarie University.
Anthony Golowenko, CFA
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.
Brad Matthews
Investment Consultant
investment strategist.
After working in the money and foreign exchange markets in the mid-
1980s, Brad held various economist roles at St. George Bank. He then moved into executive
management positions at St. George, including being the Head of the Cards and ATMs
division.
Prior to establishing his own investment consultancy business in 2015, Brad worked in
investment research at the AMP Group for 12 years, which included roles as Head of Research
and Head of Investment Strategy for AMP Group financial planning licensees.
For the past 24 years, Brad has been editor of a newsletter known as “Plain English
Economics”, which is read by secondary students studying economics.
Cameron Gleeson
Senior Investment Specialist, ETFs BetaShares
He has held market facing and client facing roles covering a range of asset classes, including listed equities, fixed income, commodities, alternatives, derivatives and real assets.
His previous roles include Head of Product, Bell Potter Capital. Assocaite Director Specialist Investment Solution, Deloitte Australia and J.P. Morgan
Dale Holmes B Ec.
Director - Spire Capital
Dale joined Spire Capital in March 2012 as an equal partner with a principal focus being developing the business strategy, building distribution and investor relations capabilities for the firm.
Dale has 24+ years of financial services experience having commenced his financial services career in 1989 with AXA and has had senior roles more recently as General Manger MLC Alliances (2000-2004) and before that with Ipac as Practice Manager (1995-2000).
Over the period of a decade at Ipac and MLC, Dale was integrally involved with their Investment teams in the development of investment communications for advisers and clients including assisting in simple communication of portfolio construction and implementation.
Dale is also the former and founding CEO of the Greater Western Sydney Giants AFL team, prior to that he was the GM of the Australian Football League in NSW/ACT and a member of the AFL National Executive team.
Dan Cave
Investment Analyst - Zenith
Dan holds a Bachelor of Economics and Finance degree from RMIT University and brings to Zenith a unique set of skills and experience. Joining Zenith as an Associate Analyst, Dan has since risen to the level Investment Analyst, where he holds responsibilities across a range of asset classes including Fixed Interest, Property, Infrastructure and Multi-Asset.
Prior to joining Zenith, Dan worked as a Financial Adviser at a leading wealth management firm where he provided strategic advice across investments, superannuation, insurance, and retirement strategies. He has also worked in hospitality and hotels management, including five years in London’s luxury hotel industry.
Dan Powell
Head of Distribution at Nanuk Asset Management
Dan has 30+ years’ of investment industry
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
Daniel Choo, CFA
Multi-Asset Portfolio Manager at Russell Investments
Daniel Choo is a key member of the Asia Pacific multi-asset portfolio management team.
The key responsibilities of the multi-asset team are to design, construct and manage active diversified portfolios. Daniel and the multi-asset team have managed portfolios for clients from New Zealand, Australia, China and Korea.
Daniel has been at Russell Investments for 5 years in this key role and has prior experience in various investment roles and investment banks
Daniel is a CFA Charterholder, CFA Institute, 2012
Investment Consultant
Dominic McCormick has worked in financial services and investment management for 33 years. He co-founded multi-asset and alternatives manager Select Asset Management in 2002 which was sold to OveVue Limited in 2014. He also provides investment consulting services with a focus on portfolio construction, real return investing and listed funds
Felicity Walsh
Head of Sales, Australia and NZ - Franklin Templeton
Felicity leads the sales team Australia and NZ. Felicity and team are responsible for working closely with institutional and wholesale investors to develop customised solutions across a range of asset classes.
Traditionally Felicity’s focus has been in Alternative assets.
Prior to Franklin Templeton/K2 Advisors, Felicity spent eleven years at Willis Towers Watson as an Asset Consultant and Actuarial Consultant in Australia and the UK.
Felicity is a Fellow of the Institute of Actuaries (UK), Certified Investment Management Analyst and holds a First Class Honors degree in Chemistry.
Francyne Mu, CFA
Vice 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.
Isaac Poole, PhD CIMA®
Chief Investment Officer - Oreana Portfolio Advisory
Isaac joined Oreana Financial Services in 2018.
He previously was Head of Capital Markets Research, Asia Pacific at Willis Towers Watson, and prior to that served as the Chief Economist for the NSW Treasury Corporation.
Isaac has experience working across portfolio management, risk management, economic research, investment strategy and central banking through Australia, the UK and Hong Kong.
Isaac holds a PhD in economics and has studied at the University of Sydney, the University of Oxford and the University of Tasmania.
He is a CIMA® certificant through the Investments and Wealth Institute and appears regularly on CNBC and Bloomberg
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.
Jesse Imer
Fixed 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.
Jo Potts
Senior Partner – Wealth Management Sydney - Findex
Jo joined Findex in 2010, prior to this, she worked at a chartered accounting firm within their Wealth Management team. Jo has been assisting clients since 2007 using a combination of technical and analytical skills developed through her wide experience and academic studies. Jo holds a Bachelor of Commerce with a major in
Accounting and Finance, Graduate Diploma of Applied Finance with a major in Financial Planning, is a CERTIFIED F FINANCIAL PLANNER® professional and a Tax (financial) adviser registered with the Tax Practitioner Board
Jo looks after high net worth individuals and has extensive experience in working with business owners and executives who are approaching retirement or looking to accumulate wealth.
Jo enjoys building long term relationships of trust with clients and the satisfaction of helping people and organisations achieve their financial goals. She prides herself on developing tailored financial solutions for clients, based on their circumstances, so that their investment goals are achieved in a risk adjusted manner.
To help clients meet their goals and objectives, Jo provides broad range of wealth management and financial planning advice, particularly in areas such as superannuation, retirement planning, investment strategies, portfolio management, estate planning, tax planning and debt & cashflow management.
Jo Potts is a Representative of Findex Advice Services Pty Ltd AFSL No. 243253.
Findex is Australia’s leading provider of integrated financial advisory and accounting services with over 250,000 clients and manage over $17 Billion of our client’s money.
John Woods, CFA
Portfolio Manager - Australian Ethical
Prior to this, John was part of the Asia equity strategy team at Macquarie Group in Hong Kong, covering 11 Asian markets. Before focusing on equity strategy, John worked as a fundamental analyst with Macquarie in Sydney, researching listed telecommunications companies. He has also held positions as a consultant with IBM and as an engineer with Honeywell.
John holds an MCom and a BEng (Hons) from the University of New South Wales. He is a CFA charterholder.
Dr Joseph Lai CFA
Principal, Portfolio Manager and Chief Investment Officer - Ox Capital Management
Joseph is responsible for overseeing the investment process, risk management and management of the portfolios.
Joseph spent 17 years at Platinum Asset Management, in which he was the Portfolio Manager for the Platinum Asia Fund, Head of Asia Equities Research and a member of the Management Committee of Platinum. On the investment side he was responsible for the management of Asia portfolios and the Asia Team as well as contributing to the idea generation of broader global portfolios. Joseph was previously covering Healthcare stocks as an analyst at Morgan Stanley and worked as a Medical Doctor prior to that.
He holds a degree in Master of Business Administration (AGSM), Bachelor of Medicine & Bachelor of Surgery (U Syd) and is a CFA Charterholder.
John Julian
Fund Manager, AMP Capital Core Infrastructure Fund
John Julian is a Managing Director in AMP Capital’s Global Infrastructure Equity business, and is the Fund Manager of the AMP Capital Core Infrastructure Fund. John has over 25 years financial sector and investment experience in both legal and commercial roles.
Initially joining AMP Capital as a lawyer, John has worked in a range of legal and commercial roles with AMP Capital and its affiliates in Sydney, London and Chicago.
John joined AMP Capital Global Infrastructure Equity in 2008, and since then has worked closely with the Global Infrastructure Equity team across all aspects of AMP Capital’s infrastructure equity investment capability, funds and strategies.
Kieran Canavan
Chief Investment Officer - Findex
Kieran began working in the financial services industry in 1992 as a Financial Adviser for premier clients of The Standard Bank. By 1997 he was heading up special projects within Standard Bank, specifically focused on mortgage securities.
In 1997 Kieran immigrated to Australia to head up a major international manufacturing, import and redistribution company based in Sweden; Poseidon AB.
In late 2002 Kieran moved back into the Financial Services industry in the field of mortgage origination and joined Centric Wealth in late 2003. Kieran roles in Centric included Head of Lending, Head of Treasury Services and subsequently Head of Products and Services.
Kieran joined the Findex Group Management Team as a result of its 2014 acquisition of Centric as Chief Investment Officer for the Findex Group.
Kieran’s other responsibilities include: - Vice Chairman of the Findex Asset Allocation and Investment Committees - Responsible Manger of the Group Funds Management business and Responsible Entity - Senior management and administration roles in community based volunteer and not for profit organisations.
Kieran’s studies include a Bachelor of Commerce in Accounting and Financial Management, Diploma in Lending, and various industry qualifications including RG 146 and AFMA Responsible Manager Qualifications. Kieran is also a graduate member of the Australian Institute of Company Directors.
Shan Kwee
Portfolio Manager -Janus Henderson Investors
Shan is an e
Prior roles include Head of Portfolio Management at Omega Global Investors, and a range of investment roles at Vanguard Investments Australia
He is a
Katie Petering
Director & Head of Strategy for BlackRock
Mrs Petering joined BlackRock in 2017 as Head of Institutional iShares, Australasia, leading the education efforts for institutional adoption of ETFs. Prior to BlackRock, Mrs Petering was an Executive Director at Goldman Sachs based in Sydney for 13 years, most recently in Fixed Income Currency and Commodities where she was responsible for cross-asset institutional derivative sales including rates, longevity/mortality, alternative risk premia and fund derivatives. Earlier, she led the Equity Derivative structuring and sales business at Goldman Sachs focusing on the private wealth segment. Mrs Petering began her career at Merrill Lynch where she worked for 5 years in both Australia and Hong Kong in the institutional Equity Derivatives sales and structuring team, and also the Equity Capital Markets convertible origination and syndicate teams.
Mrs Petering holds a Bachelor of Business (Accounting) from the University of Technology, Sydney (1996).
Michael Karagianis
Senior 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.
Chief Investment Officer, Insync Funds Management
Monik was a key member of IML Investment Team awarded Fund Manager of the Year Australian Equities in 2002 & 2003 by Money Management.
Paul Saliba
Senior Manager Listed Securities & Applied Solutions - AMP
Paul is an investment specialist with over 21 years of industry experience, with roles within ANZ Asset Management and Supervisory Analyst roles with Citigroup and Credit Suisse. Paul has worked in research and investment management across listed securities and managed investment schemes through his financial services career.
Paul has also worked closely with financial planning practices and planners and their clients since 2008, Paul has worked in roles, such as, Chief Investment Officer of Lachlan Partners, Portfolio Manager at Mosaic Portfolio Advisers and Head of Equities & Portfolio Construction at IOOF. These roles involved the investment management of both diversified and asset class specific investment funds and MDAs in SFG Australia and subsequently IOOF, as well as writing of research reports, economic, market and other updates for advisers.
Paul was a Responsible Manager of IOOF’s MDA Provider Licensee and several of their Advice Licensees.
Paul has a Bachelor of Economics, a Graduate Diploma in Applied Finance & Investment and a Diploma in Financial Services (Financial Planning) and is a Fellow of the Financial Services Institute of Australia.
Rizi Mohanty
Portfolio Manager - FSSA Investment Managers
( part of First Sentier Investors)
Rizi joined FSSA Investment Managers in 2016 and focuses on Japan and South East Asia. He is the lead manager of the FSSA Singapore and Malaysia Growth strategy.
Rizi has 10 years of investment experience.
He graduated with an MBA from Harvard Business School and a Bachelor of Technology in Computer Science and Engineering from Indian Institute of Technology (IIT), Kharagpur
About FSSA Investment Managers
FSSA Investment Managers is an autonomous investment management team within First Sentier Investors, with dedicated investment professionals based in Hong Kong, Singapore and Edinburgh.
They are specialists in Asia Pacific and Global Emerging Markets equity strategies, managing assets on behalf of clients globally
Rob Da Silva
Head of Research SQM Research
Rob has over 35 years experience as an investment manager and ratings expert.
Previously, Rob was Head of Research and Deputy CIO at van Eyk Research where he led van Eyk’s research team and was
responsible for generating fund manager investment and ratings reports across all asset classes.
Prior to van Eyk, he worked at BT and Principal Global Investors for 23 years and led their respective credit and fixed income capabilities. His responsibilities included strategic and tactical asset allocation for the BT suite of balanced and capital stable funds.
Shane Hawke
Head of Portfolio Advisory -
Shane has 5 years in financial planning roles & 18+ years in investment management roles has covered investment research, portfolio construction, governance, asset allocation, risk management & communications. He has also spent over .
Shane's experience includes Research Manager for NAB Wealth, ThreeSixty Research - managing the investment due diligence & portfolio construction of NAB Wealth Licensee’s Approved Products Lists/model portfolios, plus MLC Investment menus. Also Investment Specialist roles for MLC, Asteron and ING/RetireInvest.
He holds a Bachelor of Commerce (Banking and Finance)from Canberra University & Graduate Diploma of Applied Finance and Investment - Securities Institute of Australia.
Stephen Coltman, CFA
Senior Investment Manager - abrdn Australia
Tom Schubert
Drummond Capital Partners is a multi-asset investment manager based in Melbourne.
Drummond provides managed account portfolio solutions for family offices and financial intermediaries.
Tom was previously a Partner and portfolio manager at a leading private wealth firm where he managed global multi-asset portfolios for high net worth clients.
He was a member of the investment committee leading the investment strategy, manager research and multi-asset model portfolio process.
Tom holds a Master of Applied Finance from Macquarie University, ASX Accredited Derivatives Adviser, Diploma of Financial Services.
Victor Huang
Principal & Head of Investment Solutions AsiaPacific - MillimanVictor 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
Will Riggall CFA
Chief Investment Officer - Cllime Investment Management
Will joined Ralton (now Clime Investment Management) in 2018 as a Portfolio Manager and is responsible for portfolio construction across the varied strategies. He brings over 15 years of funds management experience having held senior portfolio management roles within investment and superannuation organisations.
In Will’s last role as Senior Investment Manager at REST (Super Investment Management), he was responsible for portfolio construction, risk management and analysing Australian large and small-cap equities. Prior to REST, Will spent time at Wallara Asset Management as a Senior Investment Manager and at AMP Capital where he was Lead Portfolio Manager for the firm’s Sustainable Alpha Funds.
During his time at AMP Capital, Will became a CFA charterholder. He also holds a Bachelor of Commerce from Monash University and a Bachelor of Arts from the University of Melbourne.
Venue Information for IMAP's Portfolio Conference 2022 being held in Sydney and Melbourne
Venue Details - SYDNEY 15 March 2022
IMAP's Portfolio Management Conference 2022 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, and 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
Event Venue's Address:
Covid Safety Plan for Dockside Sydney Conference Venue
A friendly reminder that the following rules apply to hospitality venues.
- Our venue is currently welcoming both vaccinated and unvaccinated guests.
Our staff will be wearing masks but it is not required for guests to wear masks
Venue Details - Melbourne 22 March 2022
IMAP Portfolio Management Conference - MELBOURNE is being held at the Arts Centre, St Kilda Road near to the heart of Melbourne's CBD.
Contact information and full details for the hotel venue can be found on their website
https://www.artscentremelbourne.com.au/
Event Venue's Address:
100 St Kilda Rd
Melbourne VIC 3004
Melbourne, 3000 Australia
Phone: (03) 9281 8000
Covid Safety Plan for Arts Centre Conference Venue Melbourne
For more information about Arts Centre Melbourne’s COVIDSafe & Well-being plan, visit https://www.artscentremelbourne.com.au/
