Thank you everyone who attended for an engaging informative conference. Presentations are available through the conference app and CPD points will be sent to you.
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IMAP's Portfolio Management Conference Melbourne 2019 - Client-Centric Investment Decision Making
New topics .. new speakers... information and insights to apply in your advice business
This industry conference is focused on investment decision making across asset classes with the ultimate goal of delivering on clients' investment objectives. It is intended to meet the practical and information needs of financial advisers, investment committees, portfolio managers, dealer group principals and responsible managers.
Be in Melbourne on 22 Oct 2019 for the IMAP Portfolio Management Conference 2019 and find out more ...
Please scroll down for the full program details, but here is a sneak peak
- Gazing into an inverted yield curve future?
- Selecting managers who can deliver on your investment philosophies and combining them in effective portfolios
- How to make holding direct international equities work?
- Portfolio design for Income clients.
- The case for active management
- The value add of dynamic and tactical decision making and what can we adequately forecast.
Attendees qualify for CPD points from the FPA
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Concentrated, and informative panel sessions
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Knowlegeable presenters
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People to network with
Event Programme
- Portfolio Management Conference Melbourne 2019
8.00am - 8.45am
Registration & Coffee
You are welcome to arrive and register from 8am
8.45am - 9.00am
Opening Address
Toby Potter IMAP Chair discusses today's theme of Portfolio Design for Managed Accounts and introduces Paul Saliba - our MC for today.
9.00am - 9.35am
Managing international direct equity portfolios
Jordan Cvetanovski of Pengana International Equities and Charles Stodart of Zurich Investments discuss the challenges of holding international equities directly. Moderated by Michael Elsworth of Lonsec.
9.35am - 10.20am
Meeting Fixed Income Objectives in this environment
How portfolio constructors within managed accounts can now more effectively tap into return premia within the fixed income asset class incorporating yield curve views and client objectives presented by Scott Kelly of Real Asset Management, Chamath De Silva of BetaShares and Paul Moran of Moran Financial Planning. Moderated by Vinnie Wadhera of BetaShares.
10.20am - 10.50am
Objective based portfolio construction - Interactive Session 1
Presented by Stephen Kwa of Schroders
10.50am - 11.15am
11.15am - 11.45am
How quality and value factor tilts can help your clients achieve better total portfolio outcomes
Can multi-asset portfolios benefit from allocating a portion of their international equity investments to quality and value factors?
Jody Fitzgerald, Head of Institutional Portfolio Management and Solutions at Morningstar Investment Management provides an asset allocators perspective on using tilts in international shares to improve total portfolio outcomes.
11.45am - 12.30pm
Retirement income portfolios
Structuring portfolios to meet income requirements presented by Kris Walesby of ETF Securities, Michael Watson of La Trobe Financial and Rudi Minbatiwala of First Sentier Investors. Moderated by Tom Schubert of Drummond Capital Partners.
12.30pm - 1.00pm
Managing portfolios for HNW clients
How to meet the requirements of genuinely HNW clients presented by Isaac Poole of Oreana Financial Services, Jono Bayes of May Road Portfolios and moderated by Robert Talevski of Activus Investment Advisors.
1.00pm - 2.00pm
2.00pm - 2.20pm
Objective based portfolio construction - Interactive Session 2
Presented by Stephen Kwa of Schroders
2.20pm - 3.00pm
Creating alpha in Australian Equity portfolios
John Guadagnuolo of Antares Equity Partners, Mark Williams of Australian Ethical and Brad Partridge of Macquarie Investment Management discuss, "Where are the sustainable opportunities for alpha in Australian Equities portfolios. Can manager skill produce "out-performance" on a reliable basis?" This session is moderated by Amanda Munro of IMAP CFA MBA
3.00pm - 3.20pm
3.20pm - 3.45pm
3.45pm - 4.15pm
Current macro themes and what they mean for an Australian equities portfolio
Gordon Ramsay and Will Riggall of Ralton Asset Management address the question of "What do current macro themes and electric vehicles mean for an Australian equities portfolio?" We will consider each and provide some related stock stories.
4.15pm - 4.45pm
Designing portfolios to meet competing goals
Matthew Walker of WLM Financial talks to the question of, 'When clients have multiple goals how do advisers reconcile those goals and how do portfolio managers build investment portfolios to meet them'? Introduction by Anne Hamieh of Xplore Wealth.
8.30am - 8.45am
Introduction
Toby Potter (IMAP Chair) welcome address
8.45am - 9.15am
Intra and Inter-Generational Advice
Damon Riscalla (Betashares)
9.15am - 9.45am
Emerging Advice Technology
Mark Papendieck (DASH)
9.45am - 10.15am
Keynote Speech - High Net Worth Clients & Managed Accounts
Martin Morris (Centric)
10.15am - 10.45am
10.45am - 11.15am
AI - Trends, opportunities and how advice practices can unlock enhanced efficiency and uplift their client experience
Jackie Clark (CFS) and Sean Lee (CFS). Moderated by Michelle Krig (Sydney) & Daniel Vanderzeil (Melbourne) (CFS)
11.15am - 11.45am
Best fit - Understanding your advice business
Recep Peker (SuitabilityHub)
11.45am - 12.15pm
12.15pm - 12.45am
Pros and cons of in-house Managed Account portfolios
Veronica Klaus (Sydney) & Shailesh Jain (Melbourne) Lonsec & Michael Karagianis (Melbourne)/David Wilson (Sydney) JANA. Moderated by Chetan Trehan SQM Research
12.45pm – 1.15pm
Lunch session: Utilizing Data for Advice Firms
Tony Carter (Infinity Data)
1.15pm - 1.45pm
A Case Study: Broadening the reach of managed accounts with a more practice-responsive approach
David Hutchison & AMP Advisers
1.45pm - 2.00pm
Practical and visionary speakers
Paul SalibaAMP Advice and Research
Paul Saliba is our MC for the IMAP Portfolio Management Conference 2019.
Paul has an extensive career as an investment specialist including ANZ Asset Management, Citigroup and Credit Suisse. Paul has worked with financial planning practices and planners,including Lachlan Partners, Mosaic Portfolio Advisers and IOOF.
Paul has a Bachelor of Economics, a Graduate Diploma of Applied Finance and Investment, a Diploma in Financial Services (Financial Planning) and is a Fellow of the Financial Services Institute of Australasia
Jordan CvetanovskiPortfolio Manager - Pengana International Equities
Jordan has 15+ years experience as a portfolio manager & analyst.
Prior roles include Partner & Portfolio Manager at Carmignac Gestion in Paris for 7 years, managing 3 international funds, and member of the International Fund investment team. The Pengana International Fund process is an evolution of the process employed in the funds managed by Jordan at Carmignac..
Jordan holds a Bachelor of Engineering (Hons) and a Bachelor of Economics (Hons) from the Australian National University.
Gordon RamsaySenior Investment Manager - Ralton Asset Management
Gordon is responsible for delivering investment analysis and stock recommendations. He brings 25+ years of AUS equities experience. Prior senior roles include FAR Ltd, UBS Investment Bank and Salomon Smith Barney (Citigroup). He has a deep understanding of analysing and valuing stocks in key sectors including resources, energy, and utilities.Gordon holds a B.Sc. from University of Western Ontario, MBA (Finance and Marketing) from Monash and is a Graduate of the Australian Institute of Company Directors.
Will Riggall Portfolio Manager - Ralton Asset Management
Will joined Ralton in 2018 as a Portfolio Manager. He has 15+ years of funds management experience includes senior portfolio management roles within investment and superannuation organisations. Previous roles included Senior Investment Manager at REST (Super Investment Management), responsible for portfolio construction, risk management and analysing Australian large and small-cap equities. Plus Wallara Asset Management as Senior Investment Manager and AMP Capital as Lead Portfolio Manager for the Sustainable Alpha Funds.
Amanda MunroPortfolio Management Group Chair - IMAP
Amanda joined IMAP in 2019 and 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.
She 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 and has an undergraduate degree in Veterinary Science
Matthew WalkerDirector- WLM Financial Services
Matthew has been a specialist financial planner since 1991 and is a Certified Financial Planner®. He has extensive experience in providing advice to successful individuals such as senior corporate executives, professionals and self-employed business executives. His plain-English approach to complicated financial and regulatory subjects has won him a loyal client following.
Other roles include Director & Investment Committee member of Dynamic Asset Consulting, has chaired the Association of Goals Based Advice (AGBA), is a Justice of the Peace and a regular commentator in the financial media.
John GuadagnuoloInvestment Manager - Antares Equity Partners
John is Portfolio Manager of the Ex-20 Model Portfolio and is Deputy Portfolio Manager for the Elite Opportunities Fund. He also researches Transport, Retail and Online Media stocks. Previously at Equity Trustees he developed and ran the Australian Equity research & portfolio construction processes and managed the EQT Flagship Fund, was head of the Asset Management Team and was on Investment Management Committee. He holds B.Com & B.A. (Hons), Ph.D. Classics from Melb
Stephen KwaHead of Product - Schroders
Stephen has been based in Sydney as the Head of Product for Schroders Australia since 2017. Prior to this he was based in New York responsible for representing the Schroder Quantitative Equity Products from 2011 to 2016. He initially joined Schroders in 2006 as the Head of Australian Product & Marketing with a position on the Board of Directors for Schroder Australia. Prior to joining Schroders, Stephen was based in Japan as Head of Product Development for Deutsche Asset Management Asia Pacific. Stephen is a Fellow of the Institute of Actuaries of Australia and is a CFA Charterholder
Tom SchubertCo-founder & Managing Partner - Drummond Capital Partners
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 managing global multi-asset portfolios for HNW clients, investment committee member for strategy, manager research & multi-asset model portfolio process. Tom holds a Master of Applied Finance - Macquarie, ASX Accredited Derivatives Adviser, Diploma of Financial Services.
Isaac PooleChief Investment Officer - Oreana Financial Services
Isaac joined Oreana in 2018. Prior roles include Head of Capital Markets Research, Asia Pacific at Willis Towers Watson, and Chief Economist for the NSW Treasury Corporation.
His experience includes portfolio management, risk management, economic research, investment strategy & central banking in Australia, UK & Hong Kong.
Isaac holds a PhD in economics & has studied at University of Sydney, University of Oxford and University of Tasmania. He is a CIMA® certificant through the Investments & Wealth Institute. He appears regularly on CNBC & Bloomberg
Kris WalesbyCEO ETF Securities
Kris Walesby is the Sydney-based CEO of ETFS Management (AUS) Limited and Metals Securities Australia Limited.
Kris has more than a decade’s experience in the ETF industry and was previously based in London, where his roles in the ETF industry there gave him a broad perspective on the development of ETF products in European markets.
Vinnie WadheraExecutive Director - 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.
Charles Stodart Investment Specialist - Zurich
Charles joined Zurich in 2015 and has 20+ years experience in the financial services. Charles is responsible for providing support and investment commentary to financial advisers and investors of Zurich’s managed funds. Prior Zurich, Charles was: Investment Analyst - Five Oceans Asset Management, covering Asian equities and global telecom stocks, Fund Manager - Pengana Capital’s Asian Equities Fund, responsible for Telecom and Technology sectors across Asia inc. Japan.
Chamath De SilvaPortfolio Manager - BetaShares
Chamath is responsible for the portfolio management function of the business. Prior to joining BetaShares, Chamath was a fixed income trader at the Reserve Bank of Australia, working in their foreign reserve operations in Sydney and London. Chamath is a CFA® charter holder, holds a Bachelor of Commerce degree (First Class Honours in Finance) from the University of Melbourne and is a member of the Bloomberg AusBond Index Advisory Council.
Paul MoranPrincipal Financial Planner - Moran Partners Financial Planning
Paul is a Self Managed Super Fund Specialist Advisor (SSA) and Certified Financial Planner (CFP) with industry experience dating back to 1995.
In 2001, Paul commenced an independently owned practice in North Carlton, although
his employment experiences have included Regional Manager in Financial Planning for a major Bank, and an Executive Manager with a large public sector superannuation fund. He is currently a sessional lecturer at Victoria University in wealth management as well as risk management and insurance.
Brad PartridgeLead 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.
Michael ElsworthExecutive Manager, Investment Consulting - Lonsec
Michael joined Lonsec in 2006 as part of the research team and at various times had overall responsibility for sectors including structured and exchange traded products, fixed income and alternatives. He has since moved to the Investment Consulting team as Executive Manager and provides advice and input into model portfolio construction and asset allocation decisions. Prior to Lonsec, Michael worked at Westpac in both retail and institutional financial markets, and structured product development roles where he was responsible for sourcing, repackaging and marketing complex financial markets products.
Rudi MinbatiwalaHead of Equity Income - First Sentier
Rudi is Head of Equity Income at First Sentier. Rudi established the Equity Income capability in 2004 and has built a strong track record in the management of objectives-based investment strategies.
Rudi has more than 19 years’ investment experience. He is co-Portfolio Manager for the Equity Income Fund and the Target Return Income Fund and is responsible for investment strategy, stock selection, portfolio construction and investment process enhancement for the Equity Income strategies.
Michael WatsonHead of Major Clients - La Trobe Financial
Michael Watson is Executive General Manager – Head of Major Clients and works within the Private Wealth Management team in La Trobe Financial’s Melbourne office. Michael joined La Trobe Financial in May 2013 and heads up a team of private wealth account managers and a team of national team BDMs. In his role, Michael is responsible for the growth of the La Trobe Australian Credit Fund and presents to retail and wholesale audiences nationally on a range of topics including fixed income and income focused investment. Michael has completed a Bachelor of Business (Economics & Marketing), an MBA, a Diploma of Financial Planning and a Certificate IV in Mortgage Broking.
Mark WilliamsEquities Analyst - Australian Ethical
Mark joined Australian Ethical in March 2016 and has over 13 years’ experience as an equity analyst. At AEI, Mark has had responsibility for analyst coverage of a number of sectors and is currently responsible for sectors including media, telecommunications, transport, infrastructure & utilities, agriculture, and materials. Prior to joining Australian Ethical, Mark spent 10 years as a sell-side equities analyst, originally with ABN AMRO Australia and most recently with Morgans Financial Ltd.
Robert Talevski Managing Director - Activus Investment Advisors
In addition to his responsibilities of servicing Activus’s clients, Robert is also responsible
for a wide range of investment activities that include asset allocation strategy,
investment manager recommendations and the portfolio construction process. Robert is
an accomplished investment executive with over 20 years experience in investment
management and advisory activities across large Australian superannuation funds and
institutional investors.
Jody FitzgeraldHead of Institutional Portfolio Management and Solutions - Morningstar
Jody joined Morningstar Investment Management Australia Limited in November 2018 as Head of Institutional Portfolio Management and Solutions where she is responsible for the design and management of institutional portfolios and solutions. She is also a member of the regional Investment Policy Committee and Portfolio Construction Sub-Committee.
Jody has over 20 years’ industry experience.
Jono BayesPrincipal - May Road Portfolios
Currently the Principal of May Road Portfolios which is an investment consultancy providing Chief Investment Officer services to two national financial advisory practices and amounting to ~$2.5bn in client assets.
Prior to setting up this consultancy Jono was Chief Investment Officer and Head of Wealth at Prime Financial Group for 5+ years.
Before returning to Melbourne in 2013 Jono spent 2 years in Hong Kong as a Senior Portfolio Manager with Trafalgar Capital and a decade in London working as a Director in the Principal Strategies unit trading European and Asian equities for Credit Suisse.
Scott KellyCEO - Real Asset Management
Scott has over 23 years of experience in Global Wealth Management and Asset Management, working for top tier financial institutions in Australia and the United Kingdom. Prior to joining Real Asset Management, Scott was a Managing Director and Head of Investment Products and Services for UBS Wealth Management Australia. There he oversaw the entire product offering for Australia’s premier wealth manager with $A24bn of assets under management.
Anne HamiehHead of Distribution and Marketing - Xplore Wealth
Anne is responsible for leading the client growth and retention strategy for Xplore Wealth and is pivotal in driving Xplore Wealth’s delivery of client centric platform solutions to IFAs, dealer groups, wealth managers, stock brokers, private banks, and investment managers.
As a financial services executive with over 20 years’ of experience, Anne has demonstrated capability in leading high performing sales teams. Anne joined Xplore Wealth from Vanguard Investments where she was Intermediary Sales Manager, Northern. During her time at Vanguard, Anne was a key initiator of Vanguard’s move into Managed Accounts.
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 Program 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.
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Venue Information for IMAP's Portfolio Conference Melbourne 2019
Venue - Melbourne Tues 22nd October 2019
Portfolio Management Conference 2019 - MELBOURNE is being held at the Victorian Arts, 100 St Kilda Road near the Flinders St Station/Yarra River in Melbourne's CBD.
Contact information and full details for this great venue can be found on their website:
https://www.artscentremelbourne.com.au/
Event Venue's Address:
Arts Centre Melbourne is located at
100 St Kilda Road, Melbourne VIC 3004
Phone: 1300 182 183
100 St Kilda Road, Melbourne VIC 3004
Phone: 1300 182 183
