MC: Dan Powell, Head of Distribution - Nanuk Asset Management
8:45 Welcome: Toby Potter, Chairman - IMAP
9:00 Keynote: Maximising the Managed Accounts Opportunity. Sherise Mercer, Head of Client Strategy - Macquarie
9:30 Panel: Turning Investment Return Expectations into Portfolio Construction. Moderator: Dominic McCormick, Portfolio Manager/Consultant - Select Asset Management. Panelists: David Bassanese, Chief Economist - Betashares; Jon Reilly, CIO - Implemented Portfolios
10:00 Keynote: Asset Allocation in a Managed Account Portfolio Context - How Dynamic Can You Be? Andrew Lill, CIO (Asia Pacific) - Morningstar
10:30 MORNING TEA
10:55 Panel: Investment Lessons We Learnt in Establishing and Running Managed Accounts. Moderator: Laird Abernethy, Head of Retail Sales - CFS. Panelists: Paul Saliba, Head of Equities & Portfolio Construction - IOOF; Justin McLaughlin, CIO - Clearview
11:25 Panel: Goals Based Advice - What Impact Does it Have in Operating Managed Accounts. Moderator: Rebecca Jacques, General Manager - AGBA. Panelists: Thomas Bignill, Managing Director - Mason Stevens; Gareth Jakeman, Chairman - Praescius Financial
11:55 Panel: How do Platforms Conduct Due Diligence on Potential SMA Model Portfolios – RE & SRE Responsibilities and What they Expect of Managers. Moderator: Angela Ashton, Director - Evergreen Consultants. Panelists: Martin Morris, Head of Distribution - Praemium; Bianca de Melo, Head of Managed Account Product - Macquarie
12:25 NETWORKING LUNCH
1:25 Keynote: The Fastest Growing Sector in the Wealth Industry. Daniel Toohey, Executive Director - Morgan Stanley
2:00 Panel: Implementation in Managed Accounts – What Does “Best Execution” Look Like? Moderator: Brett Sanders, Joint Chief Executive - Philo Capital. Panelists: David Heather, CEO - managedaccounts.com.au; Scott Webster, Managing Director & Head of UBS Platform Solutions Group - UBS
2:30 Panel: Leveraging the Benefits of Infrastructure and Property in a Managed Account Portfolio. Moderator: Kunal Kotwal, Senior Analyst - Morningstar. Panelists: Manuel Damianakis, Head of Retail Business - AMP Capital; Carlos Cocaro, Managing Director - Renaissance Asset Management
3:00 AFTERNOON TEA
3:20 Panel: Listed Investment Choices - Transforming Managed Account Investing. Moderator: Chris Lioutas, Director & Owner - Insight Investment Consultants. Panelists: Frank Casarotti, General Manager (Distribution) - Magellan; Vinnie Wahdera, Director (Institutional Business and National Accounts) - Betashares
3:50 Panel: Meeting Retirement Income Objectives through Managed Accounts. Moderator: Hendrie Koster, Head of Product and Strategy - Nikko Asset Management. Panelists: Lukasz de Pourbaix, CIO - Lonsec; Will Baylis - Multi Strategy Portfolio Manager, Martin Currie
4:20 Keynote: Investment Management's Future. Geoff Lloyd, Managing Director & CEO - Perpetual
4:50 Closing: Toby Potter, Chairman - IMAP
5:00 NETWORKING DRINKS