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IMAP conference on Optimising Clients' Portfolios in 2024
Optimising Clients' Portfolios in 2024
IMAP's Portfolio Management Conference looks at optimising clients' Portfolios and finding the right path to achieve investment goals in 2024 
 
Topics will cover key areas including:
  • Achieving Real Portfolio Returns in inflationary times
  • Optimising portfolios for retirees 
  • Investing attitudes of the Emerging investors
  • and many more

Melbourne Monday 18th March 2024

Sydney Thursday 21st March 2024
 
CPD Accredited

Register by 29th February for Early Bird Rates
IMAP Specialist Webinar Series - AI and its Impact on Advice, Portfolio Management and Investment Management
IMAP Specialist Webinar Series - AI and its Impact on Advice, Portfolio Management and Investment Management
Join us  at midday on each of the 3 days to hear from experts on AI and its Impact on Advice, Portfolio Management and Investment Management
 

Registrations now open please use Registration Button below you only need to register once for the series of 3 webinars the same link will work for all 3 webinars

  • Monday 19th February 12PM AEDT
    Topic: AI in Advice
  • Tuesday 20th February 12PM AED
    Topic: How is AI being used to enhance Portfolio Management?
  • Wednesday 21st February 12PM AEDT
    Topic: Using AI in Investment

    Webinar Series CPD Accredited for 3 hours approx

Australia’s extraordinary population-led growth!

Australia’s extraordinary population-led growth!

06 February 2024

"In January 2024, Australia’s population reached 27 million. This came 18 years sooner than the government planned and predicted just 22 years ago! Lets discuss why this is critical for...

Patient Passive investors defy Panicking Professionals – again

Patient Passive investors defy Panicking Professionals – again

16 January 2024

"In 2023, almost all asset classes posted positive returns, most were above average, and most beat inflation, despite doom & gloom from the so-called ‘experts’. Here are the Good, the...

Managed accounts: The art of portfolio management

Managed accounts: The art of portfolio management

10 January 2024

Mark Smith (Elston), Marc Hraiki (Lonsec), and Victor Huang (Milliman) take a look at the nuances of portfolio management in managed accounts, including risk management and asset allocation. . 

The fundamentals of managed accounts

The fundamentals of managed accounts

10 January 2024

Brett Sanders (Philo Capital Advisers) and Will Riggall (Clime Investment Management) explore some of the fundamentals of managed accounts, including their benefits, governance, and the likely evolution of this investment...

Managed accounts: Platforms and administration

Managed accounts: Platforms and administration

10 January 2024

Julian Lefcovitch (North), Matt Swieconek (Findex), and Simon Wu (Quest Asset Partners) discuss some of the key factors advice practices need to consider when selecting a managed account on platform...

Building portfolios: The active/passive continuum

Building portfolios: The active/passive continuum

05 December 2023

Craig Lazzara (S&P DJI), Nathan Lim (Lonsec), Duncan Burns (Vanguard), & Clive Maguchu (State Street Global Advisors) discuss how active and passive strategies can be combined in investment portfolios. . 

Australia’s extraordinary population-led growth!

Australia’s extraordinary population-led growth!

Perspectives - Summer 2024
on 06 February 2024

"In January 2024, Australia’s population reached 27 million. This came 18 years sooner than the government planned and predicted just 22 years ago! Lets discuss why this is critical for...

Patient Passive investors defy Panicking Professionals – again

Patient Passive investors defy Panicking Professionals – again

Perspectives - Summer 2024
on 16 January 2024

"In 2023, almost all asset classes posted positive returns, most were above average, and most beat inflation, despite doom & gloom from the so-called ‘experts’. Here are the Good, the...

Managed accounts: The art of portfolio management

Managed accounts: The art of portfolio management

Perspectives - Summer 2024
on 10 January 2024

Mark Smith (Elston), Marc Hraiki (Lonsec), and Victor Huang (Milliman) take a look at the nuances of portfolio management in managed accounts, including risk management and asset allocation. . 

The fundamentals of managed accounts

The fundamentals of managed accounts

Perspectives - Summer 2024
on 10 January 2024

Brett Sanders (Philo Capital Advisers) and Will Riggall (Clime Investment Management) explore some of the fundamentals of managed accounts, including their benefits, governance, and the likely evolution of this investment...

Managed accounts: Platforms and administration

Managed accounts: Platforms and administration

Perspectives - Summer 2024
on 10 January 2024

Julian Lefcovitch (North), Matt Swieconek (Findex), and Simon Wu (Quest Asset Partners) discuss some of the key factors advice practices need to consider when selecting a managed account on platform...

Building portfolios: The active/passive continuum

Building portfolios: The active/passive continuum

Perspectives - Summer 2024
on 05 December 2023

Craig Lazzara (S&P DJI), Nathan Lim (Lonsec), Duncan Burns (Vanguard), & Clive Maguchu (State Street Global Advisors) discuss how active and passive strategies can be combined in investment portfolios. . 

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