9 Dec 2022 Specialist Webinar series: The advantages of being a boutique manager - Alternatives
Dinyar Irani, Innova Asset Management
David Matesic, Atrium Investment Management
Shane Hawke, Oreana Portfolio Advisory Service
Moderated by Nigel Douglas, Douglas Funds Consulting
7 Dec 2022 Specialist Series: The advantages of being a boutique manager - Global Equities
Hugh MacNally, Private Portfolio Managers
Monik Kotecha, Insync Funds Management
Stephen Arnold, Aoris Investment Management
Moderated by Nigel Douglas, Douglas Funds Consulting
5 Dec 2022 The Advantages of being a Boutique Manager - Australian Equities
Callum Burns, ICE Investors
Kyle Lidbury, Perpetual Private
Marcus Bogdan, Blackmore Capital
Moderated by Nigel Douglas, Douglas Funds Consulting
7 Sept 2022 IMAP Webinar - State of Managed Accounts
Results from Managed Account FUM Census as at 30 June 2022 by Toby Potter IMAP Chair
- A look at Investment trends in managed accounts Irene Guiamatsia - Investment Trends
- How managed accounts are developing and the impact on and benefits for advisers and Licensees in terms of rebalancing, efficiency and reporting of information
Featuring Toby Potter - IMAP
Irene Guiamatsia - Investment Trends
David Wright - Zenith Investment Partners
Webinar: Are we heading for a Recession?
2 June 2022 IMAP Webinar - Quality of Advice Review
Presented by Adrian Kwa, Strategie3 & Toby Potter, IMAP
27 May 2022 Specialist Webinar Series - Transforming Advice into Wealth Management Session 3
Piers Bolger - Viridian Advisory/Infinity Asset Management
Matthew Swieconek - Findex
Moderated by Paul Forbes - Australian Advice Network
25 May 2022 Specialist Webinar Series - Transforming Advice into Wealth Management Session 2
Matthew Walker, Dynamic Asset Consulting
Michael Rees-Evans, William Buck
Moderated by Paul Forbes, Australian Advice Network
23 May 2022 Specialist Webinar Series - Transforming Advice into Wealth Management Session 1
Serving HNW clients
Andrew Tracy - JB Were
Scott Fletcher - Woodbury
Moderated by Paul Forbes - AAN
25 March 2022 Webinar - The implications of Interest Rate Rises - Portfolio Management
Brad Matthews, BMIS
Brendan Paul, Atrium Investment Management
Moderated by David Cohen, Evergreen Consultants
23 March 2022 Webinar - The implications of Interest Rate Rises - Investment Implications
Amy Xie Patrick, Pendal Group
Stephen Flegg, AMP Capital
Moderated by David Cohen, Evergreen Consultant
21 March 2022 Webinar - The implications of Interest Rate Rises - Macroeconomic considerations
Craig Vardy, BlackRock
Alex Ventelon, Morgan Stanley
Moderated by David Cohen, Evergreen Consultants