|
Speaker |
Topic |
| Dan Powell, Nanuk Asset Management | MC |
|
Toby Potter, IMAP |
Opening and closing address |
| Sherise Mercer, Macquarie | Keynote: Maximising the Managed Accounts opportunity |
| Dominic McCormick | Moderator: Turning Investment Return Expectations into Portfolio Construction |
|
David Bassanese, Betashares
|
Panelist: Turning Investment return expectations into Portfolio construction decisions
|
|
Laird Abernethy, Colonial First State |
Moderator: Investment Lessons Learnt in establishing and running Managed Accounts |
|
Rebecca Jacques, AGBA
|
Moderator: Goals based advice / Goals Based Investing – How to make it work with Managed accounts
|
|
Thomas Bignill, Mason Stevens
|
Panelist: Goals based advice / Goals Based Investing – How to make it work with Managed accounts
|
|
Gareth Jakeman, Praescius Financial
|
Panelist: Goals based advice / Goals Based Investing – How to make it work with Managed accounts |
|
Angela Ashton, Evergreen Consultants |
Moderator: How do platforms conduct DD on potential SMA model portfolios – RE & SRE responsibilities and what they expect of managers |
|
Martin Morris, Praemium |
Panelist: How do platforms conduct DD on potential SMA model portfolios – RE & SRE responsibilities and what they expect of managers |
|
Dan Toohey Executive Director Morgan Stanley |
Keynote: The fastest growing sector in the Wealth Industry |
|
Brett Sanders, Philo Capital |
Moderator: Implementation in managed accounts – what does “best execution” look like |
|
David Heather, managedaccounts.com.au |
Panelist: Implementation in managed accounts – what does “best execution” look like |
|
Scott Webster, UBS |
Panelist: Implementation in managed accounts – what does “best execution” look like |
|
Manuel Damianakis, AMP Capital |
Panelist: Leveraging the benefits of Infrastructure and Property in a Managed Account Portfolio |
|
Carlos Cocaro, Renaissance Asset Management |
Panelist: Leveraging the benefits of Infrastructure and Property in a Managed Account Portfolio |
|
Frank Casarotti, Magellan Group
|
Panelist: More recent listed investment options in managed accounts – Factor based ETFs, active ETFs, XTB etc.
|
|
Geoff Lloyd, CEO Perpetual |
Keynote: Investment Management’s Future |
|
Bianca de Melo, Head of Managed Account Product Macquarie Banking & Financial Services
|
Panelist: How do platforms conduct DD on potential SMA model portfolios – RE & SRE responsibilities and what they expect of managers
|
|
Vinnie Wahdera, Betashares
|
Panelist: Listed investment options in managed accounts – Factor based ETFs, active ETFs, XTB etc.
|