Past Events

Here you will find full details of past IMAP events

You can view recordings of select events on IMAP's YouTube channel or via the IMAP video library.

2025 Events

IMAP's Managed Account Zone at the FAAA Congress 2025 in Perth

enabled advisers to easily talk with 9 managed account service providers in one location to ask questions and find out more about how effective implementation of managed accounts may be of benefit to your advice practice.

The FAAA 2025 Congress was held in Perth from 18 - 20 November 2025

IMAP hosted the following managed account providers exhibiting at the Managed Account Zone and they are very interested in meeting you and discussing your business needs.

The 2025 Managed Account Central features

Infinity Asset Management
https://infinitycapitalsolutions.com.au/infinity-asset-management/
(Infinity is a specialist investment manager offering a diverse range of separately managed account and unit trust solutions for wholesale and retail clients)
Innova Asset Management
https://innovaam.com.au/
(Innova provide advisers with a range of specialist invesment portfolios combining goals based investing and risk management)
InvestSense
https://www.investsense.com.au/
(InvestSense partners with licensees and advisors to deliver managed account solutions for their clients)
Lonsec
https://www.lonsec.com.au/
(Lonsec connect financial advisers, fund managers and super funds with the tools, data and insights to make better investment decisions)
Milliman
https://au.milliman.com/
(Milliman are portfolio risk management and retirement experts)
North
https://www.northonline.com.au/adviser
( North provides a full service wrap platform for advisers and their clients)
Perpetual Private
Solutions for advisers and institutions
https://www.perpetual.com.au/wealth-management/solutions-for-advisers-and-institutions/
(Perpetual Private provides services in investment solutions for advisers and institutions. Services include managed account solutions across direct equities, alternatives, multi asset portfolios and asset consulting.)
Philo Capital
https://www.philocapital.com.au/
(Philo Capital is a MDA Provider, supplying advice businesses with tailored, and "tailored" managed discretionary account solutions)
Resonant Asset Management
https://www.resonantam.com.au/
(Resonant uses its institutional grade portfolio management expertise to assist wealth managers and advisory firms build out and implement tailored Managed Accounts)

Link to FAAA 2025 Information

2024 Events

Portfolio Opportunities from Asian Investment

Chad Hitzeman, Global X

Monik Kotecha, Insync Asset Management

Moderated by Nathan Lim, Lonsec

View webinar

View slides

2023 Events

The second in this IMAP Specialist Webinar Series focuses on Managed Account Platform and Administration and features Julian Lefcovitch - North, Matt Swieconek - Findex and Simon Wu - Quest Asset Partners.

View the webinar recording on IMAP's YouTube Channel

Read the article about this webinar on IMAP Perspectives

2022 Events

As a boutique manager running diversified portfolios, what is your investment philosophy and process?

How do you define the alternatives universe in the context of Managed Accounts?

What practical considerations are there in the implementation of your Alternatives strategy?

How is your alternative portfolio positioned and constructed now given rising interest rates and the volatile market environment?

Presented by;

Dinyar Irani, Innova Asset Management
David Matesic, Atrium Investment Management
Shane Hawke, Oreana Portfolio Advisory Service

Series Moderated by Nigel Douglas, Douglas Funds Consulting

www.douglasfunds.com.au

View Recording

2021 Events

Monday 13th December
Bitcoin, the other cryptos and Blockchain
• Is crypto just a fools’ bubble?
• What role can bitcoin play for investors?
• What do “miners” really do?

Presented by Greg Hobart of Monochrome Asset Management and Heath Behncke of Holon Global Investments

Watch recording

Download slides

Wednesday 15th December
Use of Artificial Intelligence and machine learning in Portfolio Management
• Is this “Man vs machine” in the analysts’ lounge?
• What role will AI play for investment managers?
• Does AI work?

Presented by Dr David Allen of Plato Investment Management and Dr James Yang of Coolabah Capital Investments

Watch recording

Download slides

Friday 17th December
What role will the disrupters and disruptive technology play in Portfolio Management?
• Are crypto currencies a new, uncorrelated asset class?
• Is there a “picks and shovels” strategy for portfolio managers?
• Does AI change the way portfolio managers think about portfolio construction?

Presented by Cameron Gleeson of BetaShares, David Wanis of Longwave Capital and Dr Jerome Lander of WealthLander

Watch recording

Download slides

Series Moderated by Rob da Silva, SQM Research

2020 Events

IMAP Specialist Series: Zero rates - what they mean for Managed Accountshosted by Michael Karagianis of JANA Investment Advisers

For a copy of the slides, select from the below list

Session 1 slides - Defensive Assets - Can Traditional Goals Still be Met?

Session 2 slides - Fixed Interest Investing - Where to Now?

Session 3 slides - Defensive Portfolio Goals - Other Strategies

To view the recordings, select from the below list

Session 1 recording - Defensive Assets - Can Traditional Goals Still be Met?

Session 2 recording - Fixed Interest Investing - Where to Now?

Session 3 recording - Defensive Portfolio Goals - Other Strategies

In addition to this, our presenters have kindly provided the below material

Retail Partnerships - JANA Investment Advisers (attached)

Frank and Fiona Case Study - Challenger (attached)

IMAP Perspectives article: Fundamentals pay off at Real Asset Management

Key Questions to ask your Fixed Income Manager: Checklist - BetaShares

Key Questions to ask your Fixed Income Manager: session recording - BetaShares

More information about SmartShield - Milliman

MLC Managed Account Strategies Resources

MLC Inflation Plus Adviser flyer

MLC Inflation Plus Investor brochure

2019 Events

IMAP's Managed Account Zone at the 2019 FPA Congress again provided an excellent means of advisers and licensees to talk and connect with service providers in the Managed Account space in the context of all the content discussed at the Congress in sessions and networking.

Thank you to all congress delegates who supported the following managed account service providers by visiting the Managed Accounts Zone.

AMP	Capital International	Colonial FIrst State
Investsense	Elston	FE fund info
Philo Capital	Xplore Wealth

2018 Events

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

Ralton Asset Management

Ralton is a long established Australian investment house with over 10 years of experience in managing equity portfolios through managed account structures as well as for institutional and retail investors.

In this presentation, hear what Andrew Stanley believes will be the impact of the advent of Amazon and other emerging factors on one of the most significant sectors of the ASX. At a time when Wesfarmers is demerging Coles and Myers is still looking for a CEO, this will be an insightful presentation on a key element in Australian equity portfolios

Paradigm Wealth Management

Paradigm is a very successful Melbourne wealth management business with over 10 years of experience in using MDA services for their clients. The MDA has been one of the cornerstones in developing a broad suite of capabilities in advice and portfolio management. Patrick will cover

Their experience over more than 10 years in delivering advice through MDA services
Their investment approach and the resources they have developed to underpin the MDA
How the managed account service is enabling them to integrate acquisitions

About the IMAP Investment Forum

IMAP’s Investment Forum is a community of interest for dealer group researchers and investment teams and independent researchers that provides a chance to listen to experts and those in other advice practices on the practical issues involved in implementing managed accounts in your advice business. You'll have a chance to share the insights of other professionals.

Who Should Attend the IMAP Dealer Investment Forums:

Investment advisers, researchers, analysts and portfolio managers from advice businesses;
Analysts and asset consultants from research and investment consultants;
Portfolio managers

Concurrent Video Conference – Brisbane / Sydney / Melbourne

Presentation accompanied by breakfast

Sydney, Macquarie Group offices - 50 Martin Place, SYDNEY

Brisbane, Macquarie Group offices - Level 7, 825 Ann St, Fortitude Valley, BRISBANE

Melbourne, Macquarie Group offices - Level 23, 101 Collins Street, MELBOURNE

Date and Time: Friday April 13th 7.30am commencement - 9.00am conclusion

Numbers at each venue are limited - preference will be given to IMAP Subscribers and Dealer group personnel

Cost $ nil

To view the video presentation click here

To download a copy of the white paper click here

To view the video recording click here

2017 Events

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:

Produce and deliver advice
Manage client portfolios
Implement and administer portfolios
Charge fees
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

Tuesday 22nd August MDA Forum (Sydney - at Centric Wealth offices)

Thursday 24th August 2017 (Melbourne) at AJ Gallagher offices

ASIC Update

IMAP, with support from a number of MDA Providers, has been meeting with ASIC about the practical difficulties of implementing the changes to the MDA regulations. The Forum was briefed on our progress on:

External MDA Adviser authorisations
Unregistered Schemes held in MDA's
Simplifying the MDA documentation requrements
Review of SOAs by MDA Providers

Special Forum Topic PI Insurers - Putting Your Best Foot Forward

The forum helped prepare MDA providers for what are becoming increasingly difficult professional indemnity (PI) renewals. MDA providers will learn how to demonstrate a strong narrative to PI insurers to ensure they get the most advantageous terms. Being able to differentiate your operating model from high risk operations can make a significant impact on the PI terms available to you.

With the ASIC MDA Class Order becoming effective 1 October 2017, insurers will be considering the potential for any significant changes to how MDA Providers operate and whether there are consequences for PI insurance rates.

Our expert speakers also considered scenarios that may have the potential to drag MDA Providers in the challenging retail regulatory environment, where adapting to new regulations and a readiness to respond to any issues as they develop is critical.

What happens if?

breach reporting obligations are triggered (caution: over volunteer v head in the sand)
systemic issues are evident
ASIC seeks rectification

Insurance considerations

new activities require a strong narrative
you need to take insurers on your managed accounts (IMA, SMA or MDA) journey
how well your organisation's risk are presented can make all the difference
the long term impact of any claim/incident history can be mitigated by improved risk management

Insight and expert commentary was provided by financial services legal specialist Cain Jackson of Wotton + Kearney and PI insurance specialists Mike Herron and Stephen Hughes from AJ Gallagher

10 July 2017 Webinar - identifying skill, conviction and risks when using concentrated Global equity portfolios in the managed account environment

Historically in Australia only institutions, HNW clients (via private banks) and Family Offices have typically enjoyed the benefit of having direct ownership and control of their overseas shares with Global Managed Accounts. But with platforms and sophisticated trading platforms harnessing the latest technology the broader advisory market now has the same opportunity.

Fund managers are currently offering their high conviction, Global investment portfolios as direct equity holdings or via a managed fund through an SMA environment. This reflects the increasing sophistication of investors that are fed up paying active fees for index-like performance. Though investors currently enjoy greater choice than any time before, it's also harder to keep up with the increasing variety of options.

To make intelligent choices, questions to ask include – “What checklist and tools should you use to select managers?”. “What issues are important to consider when blending different manager's together within your clients’ portfolios?”

Presenters

Nigel Douglas - Chief Executive Officer (CEO) at Douglas Funds Consulting Pty Ltd which is an independent research firm that undertakes customised fund and client specific research projects as well as investment committee and non-executive director roles. Mr Douglas has over 30 years financial markets experience with high level expertise in investment manager research, asset allocation and macroeconomics.

Alex Haynes, Head of Distribution - Peters MacGregor Capital Management. Alex has over 19 years' experience in the financial services industry. He has worked at BT Financial Group, Credit Suisse Asset Management and more recently as Head of Business Development at Aberdeen Asset Management. Alex holds a Bachelor of Business from the Australian Catholic University, Graduate Diploma from the Securities Institute and has studied more recently at the INSEAD (Singapore).

8th March 2017 IOOF Webinar - Using Managed Accounts for investments that are difficult to reach for individual clients

Even the best advisers can find it difficult to take advantage of all the excellent investment opportunities that would be appropriate for their clients.

Issues can arise because:

Investments require rapid responses, such as IPOs
Advisers lack the time or background to research and understand many new opportunities in depth
Some asset classes need to be held in small amounts making the order execution cost ineffective at individual client levels
Advisers cannot implement tactical or dynamic allocations across their clients as quickly as markets can adjust
Trading complexity is hard to manage on a client by client basis

Managed Accounts offer a way in which a wider range of investments can be professionally reviewed and portfolios can capture shorter term opportunities.

These can include:

Being able to accept IPO allocations with certainty
Incorporating more esoteric asset classes such as infrastructure in cost effective ways
Alternative exposures to provide portfolio diversification
Short exposures to hedge portfolios from market downturn
Holding stocks on international exchanges

This IMAP Webinar explored the opportunities to use managed account portfolios to capture specific investment opportunities will be explored using three examples – IPOs, ETFs and international direct holdings.

Paul Saliba – Head of Portfolio Construction IOOF Research chaired the discussion and brought the Advisers’ perspective to the discussion

Hugh Williams– co-founding Managing Director of Pitt Street Real Estate Partners which is the real estate Investment Manager for URB - an upcoming Listed Investment Company IPO

Peter Harper– Head of Capital Markets- Betashares discussed alternative exposures for diversification, hedging portfolios and capturing tactical opportunities in portfolios

Jason Entwistle– Director Strategic Development Hub24 talked about how international equity managed portfolios have opened up new investment perspectives that were previously not practical for individual advisers.

2016 Events

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:

alternative and cost effective fixed income solutions.
knowledge about differentiating the structural risks and benefits between managed funds and direct investing.
understanding about how bonds work within a Separately Managed Account.
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.

Kunal Shah	New York based Head of Model Portfolios iCapital
David Chan	Portfolio Manager MLC Asset Management
Kyle Lidbury	CIO Perpetual Private
Brett Sanders	CEO Philo Capital Advisers
Ross Barry	ROC
Michael Karagianis	JANA
Simon Scott	Genium
Rob Woodford	Family Wealth Advisory
Fred Pollock	Grosvenor

Blackmore Capital	Mason Stevens

Elston Asset Management	Morningstar

Evergreen	Philo Capital

Milliman	Zenith Partners

Past Events

2025 Events

2025 Events

IMAP's Managed Account Zone at the FAAA Congress 2025 in Perth

The 2025 Managed Account Central features

IMAP Advice in Action Conferences - Revolution of Advice

IMAP Managed Account Award 2024 Winners Showcase

IMAP Specialist Webinar Series: Beyond 60:40 - Delivering portfolios for clients with Different Goals

2024 Events

IMAP's Managed Accounts Zone exhibition is at the FAAA Congress 2024 in Brisbane

The 2024 Managed Account Central features

2023 Events

The 2023 Managed Account Central features

IMAP Specialist Webinar Series - Property and Infrastructure: Do they offer defence in uncertain times?

The first of a 3 part webinar series on 16th, 18th and 20th October 2023

Thank you to our Partipating Organisations & their Presenters

2022 Events

Managed Accounts Zone at the 2022 FPA Professionals Congress - Sydney

2021 Events

2020 Events

2019 Events

2018 Events

2017 Events

ASIC Update

Special Forum Topic PI Insurers - Putting Your Best Foot Forward

28 July 2017 Responsible Manager Masterclass

24 July 2017 Portfolio Management Conference

10 July 2017 Webinar - identifying skill, conviction and risks when using concentrated Global equity portfolios in the managed account environment

8th June 2017 MDA Forum - Maximising your business valuation (at Macquarie Bank in Melbourne)

11th April 2017 MDA Providers Forum

8th March 2017 IOOF Webinar - Using Managed Accounts for investments that are difficult to reach for individual clients

7th February 2017 How to Deliver on Your Portfolio Promises – Portfolio Construction in Managed Accounts

2016 Events

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

October 2016 IMAP ASIC MDA Legislative Instrument Briefing Video conference Event Sydney/Melbourne

IMAP August 2016 Roadshow - Sydney, Melbourne, Brisbane

15th June 2016 OneVue Adviser Webinar "Lessons we Learned"

Contact us

Past Events

2025 Events

2025 Events

IMAP's Managed Account Zone at the FAAA Congress 2025 in Perth

The 2025 Managed Account Central features

IMAP Advice in Action Conferences - Revolution of Advice

IMAP Managed Account Award 2024 Winners Showcase

IMAP Specialist Webinar Series: Beyond 60:40 - Delivering portfolios for clients with Different Goals

2024 Events

IMAP's Managed Accounts Zone exhibition is at the FAAA Congress 2024 in Brisbane

The 2024 Managed Account Central features

2023 Events

The 2023 Managed Account Central features

IMAP Specialist Webinar Series - Property and Infrastructure: Do they offer defence in uncertain times?The first of a 3 part webinar series on 16th, 18th and 20th October 2023

Thank you to our Partipating Organisations & their Presenters

2022 Events

Managed Accounts Zone at the 2022 FPA Professionals Congress - Sydney

2021 Events

2020 Events

2019 Events

2018 Events

2017 Events

ASIC Update

Special Forum Topic PI Insurers - Putting Your Best Foot Forward

28 July 2017 Responsible Manager Masterclass

24 July 2017 Portfolio Management Conference

10 July 2017 Webinar - identifying skill, conviction and risks when using concentrated Global equity portfolios in the managed account environment

8th June 2017 MDA Forum - Maximising your business valuation (at Macquarie Bank in Melbourne)

11th April 2017 MDA Providers Forum

8th March 2017 IOOF Webinar - Using Managed Accounts for investments that are difficult to reach for individual clients

7th February 2017 How to Deliver on Your Portfolio Promises – Portfolio Construction in Managed Accounts

2016 Events

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

October 2016 IMAP ASIC MDA Legislative Instrument Briefing Video conference Event Sydney/Melbourne

IMAP August 2016 Roadshow - Sydney, Melbourne, Brisbane

15th June 2016 OneVue Adviser Webinar "Lessons we Learned"

Contact us

IMAP Specialist Webinar Series - Property and Infrastructure: Do they offer defence in uncertain times?

The first of a 3 part webinar series on 16th, 18th and 20th October 2023