Independent Thought Melbourne
Keynote - Independent Thought Conference Melbourne - Improving Client Relations with Philanthropy
Presenter: Caitriona Fay, Perpetual Private
Keynote - Independent Thought Conference Melbourne - An Institutional Perspective to p/f Construction
Presented by Claire Casucci Frontier Advisors
IMAP Independent Thought Conference Melbourne - Has Inflation Peaked?
Session Host: Jay Sivapalan Janus Henderson
Panel Moderator: Toby Potter, IMAP
Panelists: Hugh Dive Atlas, Kieran Rooney Evergreen & Chamath De Silva BetaShares
IMAP Independent Thought Conference Melbourne - Geopolitics & Portfolio Construction
Session Host: Jonathon Costello Western Asset
Panel Moderator: Brett Sanders Philo Capital Advisers
Panelists: Greg Pease Evidentia, David Berthon-Jones Aequitas & Matthew Swieconek Findex
IMAP Independent Thought Conference Melbourne - How to Deal With Increasingly Volatile Markets
Session Host: Raf Choudhury abrdn
Panel Moderator: Vessela Tasker Greenwood & Co.
Panelists: William Higgins DFS Portfolio Solutions Glen Foster Atrium & Victor Huang Milliman
IMAP Independent Thought Conference Melbourne - Benefits of Real Assets for Retail Investors
Session Host: Dale Holmes Spire Capital
Panel Moderator: David McDonald IMAP
Panelists: Robert Talevski Activus Investment Advisors & Tom Schubert Drummond Capital Partners
IMAP Independent Thought Conference Melbourne - The rise of ESG
Session Host: Leah Willis Australian Ethical
Panel Moderator: Neil Rogan Russell Investments
Panelists: James Harwood Russell Investments, Michael Salvatico S&P Global & Deanne Baker Lonsec
Independent Thought Sydney
IMAP Independent Thought Conference Sydney BlackRock Keynote
Katie Petering BlackRock
IMAP Independent Thought Conference Sydney - Property & Infrastructure
IMAP Independent Thought Sydney - Alternatives & Private Markets in Portfolio Management
IMAP Independent Thought Conference Sydney - Fixed Interest
IMAP Independent Thought Conference Sydney - International Equities
Advice in Action
Advice in Action Conference - Potholes and Roadblocks on the road to business improvement
Brent Bevan - MLC Asset Management
Advice in Action Conference - Using managed accounts for practice success
Andrew Mathie - Praemium
Advice in Action Conference - Responding to clients' climate change concerns
Leah Willis & Dr Stuart Palmer of Australian Ethical
Advice in Action Conference - The importance of a rigorous investment process
Alexandre Ventelon - Morgan Stanley
Advice in Action Conference - Transitioning to Managed Accounts
John Burton, Lonsec & Steven Tang, Zenith
Advice in Action Conference - The Competition for Talent
Alisdair Barr, Striver & Matthew Swieconek, Findex Moderated by Mike Pope, LaVista Licensee Solutions
Advice in Action Conference - Building a Practice with HNW clients
Michael Karagianis (JANA Investment Advisers) & Vincent O'Neill (Stanford Brown)
Quality of Advice Review
With submissions now closed for the Quality of Advice Review, Adrian Kwa (Strategie3) and Toby Potter - IMAP Chair share their thoughts on what quality advice is and outline their key recommendations to the Australian Treasury
Specialist Webinar Series: Transforming Advice into Wealth Management - The Strategic role of Wealth Management in a diversified financial services
This webinar is presented by Matthew Swieconek of Findex and Piers Bolger of Viridian Advisory/Infinity Asset Management. Moderated by Paul Forbes of Australian Advice Network
Specialist Webinar Series: Transforming Advice into Wealth Management - Developing Wealth Management from an Accountancy Base
This webinar is presented by Matthew Walker of Dynamic Asset and Michael Rees-Evans of William Buck. Moderated by Paul Forbes of Australian Advice Network
Specialist Webinar Series: Transforming Advice into Wealth Management - Serving HNW Clients
This webinar is presented by Andrew Tracy of JB Were and Scott Fletcher of Woodbury. Moderated by Paul Forbes of Australian Advice Network
Specialist Webinar Series: The Implications of Interest Rate Rises - Portfolio Management
This webinar is presented by Brad Mathews of BMIS and Brendan Paul of Atrium Investment Management. Moderated by David Cohen of Evergreen Consultants
Specialist Webinar Series: The Implications of Interest Rate Rises - Investment Implications
This webinar is presented by Amy Xie Patrick of Pendal Group and Stephen Flegg of AMP Capital. Moderated by David Cohen of Evergreen Consultants
Specialist Webinar Series: The Implications of Interest Rate Rises - Macroeconomic Considerations
This webinar is presented by Alexandre Ventelon from Morgan Stanley and Craig Vardy of BlackRock. Moderated by David Cohen of Evergreen Consultants