Past Events

Here are the details of past IMAP events

You can view videos of these events on IMAP's YouTube channel or on the video library on on this website.

Please contact IMAP on This email address is being protected from spambots. You need JavaScript enabled to view it. for more information 

2019 Events

13th November 2019 - InvestTech 2019 showcasing technology advice & portfolio management services.

InvestTech 2019 - Sydney


Each year IMAP hosts InvestTech, where we showcase the technology developments which are transforming advice and portfolio management services.

This year for example we  featured:

•    Portfolio analytic tools
•    Some of the IMAP Innovation Awards finalists
•    Machine learning in a platform near you
•    The potential of a data warehouse – for advice businesses
•    The emerging advice generation software

Click here to view the full conference agenda, speakers and material

2018 Events

6 December 2018 Webinar - Advice in a post Royal Commission world

The Royal Commission has raised a number of issues which may affect the basic requirements for advice businesses.

We heard from Simon Carrodus – The Fold Legal – about the questions the Royal Commission is asking of all advice businesses and then Tom Bignill - Mason Stevens - discussed how he sees adviser groups responding already.

CPD Accredited courtesy of Mason Stevens.

Click here for presentations in PDF format
Click here for recording

2017 Events

5 December 2017 InvestTech

Tuesday 5 December 2017  InvestTech Investment Technology Conference (Sydney

InvestTech 2017 is the event where the advice and investment professions meet the technology providers.

Advice and investment are in transition and technology is driving that change, because they have to determine what technology they use to:

  1. Produce and deliver advice
  2. Manage client portfolios
  3. Implement and administer portfolios
  4. Charge fees
  5. Report to clients


Managed accounts are at the forefront of technology change. Businesses can choose among over 50 technology suppliers with live options for the advice and investment profession running managed account portfolios.

Whether it’s the integrated options from platform providers or the specialist functionality which technology providers offer meet specific needs – technology is helping advisers and managers reshape their services.

InvestTech 2017 is the event where the advice and investment professions meet the technology providers. 

Click here to link to speaker profiles,  the programme (presentations are to be found next to the speakers name) 

Managed accounts are at the forefront of technology change with over 50 technology suppliers servicing the advice and investment profession running managed account portfolios to reshape their services with integrated options from platform providers and specialist functionality.

Who was presenting at InvestTech?

- Major local platforms with technology and administration
- Global technology specialists
- Global managers showcasing US and European capability
- The Australian fintechs including those who have just started their journey of disruption.

Who attended InvestTech?
- Advice business principals – thinking about what their business will look in 5 years
- Chief Technology officers from advice and investment businesses
- Investment teams wanting to understand how technology will change what they do


2016 Events

IOOF Webinar Using bonds through a Separately Managed Account

15th November 2016 IOOF Webinar Using bonds through a Separately Managed Account to meet your clients’ income needs Webinar sponsored by IOOF

Presented by Alwyn Hung, Portfolio Manager - Fixed Income, Mason Stevens 

In this low growth environment where managed fund distributions are not guaranteed and difficult to measure and the potential for rate rises to create capital losses is high, an alternative investment strategy may be required in order to meet client financial objectives, where capital stability and certainty of cash flows is paramount.

This webinar provided information about direct ownership of a bond portfolio and how it can be an available and cost effective way to gain exposure to fixed income. It covered:

  1. alternative and cost effective fixed income solutions.
  2. knowledge about differentiating the structural risks and benefits between managed funds and direct investing.
  3. understanding about how bonds work within a Separately Managed Account.
  4. the right (and simple) fixed income solution to meet your clients’ goals based on their life stage.

All attendees received a copy the Mason Stevens Whitepaper: Distinguishing Risks between Managed Funds and Direct Ownership – a look at fixed income.

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