Optimising Clients' Portfolios in 2024
Finding the right path to achieve investment goals
IMAP's Portfolio Management Conference provides the opportunity to hear the latest from our industry experts, ask questions and network with the investment community who support advisers offering managed account services.
Melbourne Monday 18th March 2024 – Melbourne Arts Centre
Sydney Thursday 21st March 2024 – The Amora Hotel on Jamieson
The Conferences are each "Legislated CPD Accredited' for 5 hours (approx)
REGISTER BY 29 FEBRUARY FOR EARLY BIRD DISCOUNTS ON REGISTATION
Conference Programs for Melbourne & Sydney 2024
Introduction
Breakfast Keynote: Economist Update
Can we protect against the dual risks of inflation and recession?
Keynote: The contrarian mind set - the battle against behavioural biases
Geopolitical challenges and their impact on investment markets
Role of satellite investments
ESG survey
Portfolio management in times of changed global growth
Investing attitudes of the Emerging investors
Lunch Keynote - Avoiding pitfalls in Property
Introduction
What changes in portfolios are we making in 2024 to cope with the changing macro environment?
Achieving Real Portfolio Returns in inflationary times
Can infrastructure protect against persistent inflation?
The role of alternatives in portfolios
New technology and portfolio construction
Are long term portfolio return outlooks below average?
Optimising portfolios for retirees
Lunch Keynote - Is There a Case for Indexing in Sustainability-themed Investments?
IMAP thanks our Event Sponsors
Introducing our conference presenters
Chief Investment Officer & Executive Director - Lonsec Investment Solutions
Nathan joined Lonsec in 2023 as the Chief Investment Officer at Lonsec Holdings, and is the MC for the IMAP Portfolio Management Conference 2024
He is responsible for building and managing Lonsec’s suite of investment solutions, devising strategies for growth and acting as the liaison with the market.
Investment Director, Dealer Group Advisory - Perpetual Private Investment Research
Perpetual Private Investment Research
Alan's work with Perpetual Private Investment Research involves partnering with a small number of IFA firms and their advisers, focusing on bespoke portfolio construction, asset allocation and managed accounts for HNW clients and families. These are integrated with Perpetual’s extensive asset consulting, estate administration, charitable trust and NFP solutions supporting generations of families since 1886.
Alan has over 28 years senior leadership experience with some of Australia’s leading financial services companies (advice, asset management, superannuation, trustee and banking solutions).
His career covers State and National Roles with BT Funds Management, ANZ and MLC, incorporating AFSL Responsible Manager obligations and stewardship of HNW focussed, fee-based advice businesses. An experienced NFP and Family Foundation Director, he enjoys driving investment strategies that underpin philanthropic goals.
He holds an Advanced Diploma of Financial Services (Financial Planning), a Master of Business Administration and is a Graduate of the Australian institute of Company Directors.
Deputy Portfolio Manager Activam Group
Deputy Portfolio Manager
Activam Group
Founder and Director Evergreen Consultants
Founder and Director
Evergreen Consultants
Angela founded Evergreen in 2016 and is ultimately responsible for all investment activities at Evergreen
Angela has 30 years’ experience in investment markets and has held senior investment roles at QIC, was Head of Ratings at van Eyk Research and General Manager, Managed Funds Research at IWL Ltd (now CommSec). She has contributed to the industry through serving on a number of education committees with groups such as Kaplan and the Investment Management Consultants Association (IMCA).
Angela holds a Bachelor of Science, Bachelor of Economics, a Graduate Diploma in Applied Finance, Master of Commerce (Finance) and has completed the Certified Investment Management Analyst course. She is a Fellow of FINSIA
Principal Consultant - Evergreen Consultants
Brad Bugg
Principal Consultant
Evergreen Consultants
At Evergreen Brad chairs and sits on client investment committees, helps manage the multi-asset model portfolios and managed accounts, as well as contributing to the manager research function of Evergreen. He is also an alternative member of the Evergreen Asset Allocation Committee.
Brad has nearly 30 years of experience in financial markets, both domestically and overseas, gaining a deep understanding of markets, portfolio construction, asset allocation, manager selection and sustainable investing.
Most recently Brad was at Morningstar Investment Management for 13 years where he was responsible for the development and day-to-day management of the multi asset managed account program, as well as leading the firm’s research efforts across fixed income and alternatives markets and strategies.
Brad has also spent time at a number of sell-side firms in Sydney and London focussing on fixed income strategies, primarily credit markets.
Brad has a Bachelor of Commerce (Banking and Finance) from Curtin University in Perth, Western Australia, and a Graduate Diploma in Financial Markets
Senior Investment Strategist - BetaShares
Senior Investment Strategist
BetaShares
Prior to joining BetaShares, Cameron was a portfolio manager at Macquarie Asset Management, andwas responsible for the structuring and management of Macquarie’s listed and unlisted structured product offering.
Cameron’s other experience includes Head of Product at Bell Potter Capital,
working on JP Morgan’s Equity Derivatives desk and at Deloitte Consulting.
He holds a Bachelor of Commerce from the University of Western Australia and a Master of
Commerce (Hons) from the University of New South Wales.
Head of Institutional Sales - Global X
Head of Institutional Sales
Global X
Chad joined the firm in 2017 prior to the acquisition by Global X and is responsible for coverage of superannuation firms, private banks, fund managers, and asset consultants.
He previously worked at ANZ ETFS as a Business Development Manager.
Chad holds a Bachelor of Economics and a Bachelor of International Relations from Macquarie University.
Portfolio Manager – Perpetual Private
Portfolio Manager
David Blunt manages Perpetual Private’s international equities and growth alternatives portfolios, incorporating private equity, real estate, infrastructure and hedge funds.
Concurrently, he drives the team’s effort in incorporating ESG, Responsible Investments and Impact investments across portfolios. Additionally, David is a non-executive director of the Utilities Trust of Australia (UTA) Trustee Board and is a member of UTA’s ESG Committee.
Prior to joining Perpetual in May 2015, David held roles with ANZ and MLC where he was responsible for capital markets research, strategic asset allocation, investment manager selection and portfolio construction. Prior to MLC, David spent time with Liquid Capital Markets, a firm operating in global derivatives markets.
David has over 14 years’ experience in a fiduciary environment. David holds a Bachelor of Arts with majors in Economics and Politics & International Relations from the University of New South Wales and a Graduate Diploma in Applied Finance from Kaplan Professional.
Additionally, David completed the Australian Institute of Company Directors, Company Directors Course in 2017 and attained his Chartered Alternative Investment Analyst designation in 2018.
Portfolio Manager, Multi-Asset Russell Investments
Daniel Choo, CFA
Portfolio Manager, Multi-Asset
Russell Investments
Daniel Choo is a Portfolio Manager at Russell Investments focussing on multi-asset strategies in Australia. In this role he is responsible for all aspects of portfolio management including portfolio construction, dynamic management, and implementation.
Daniel has held other roles at Russell Investments ranging from investment strategist analyst for Asia Pacific and investment analyst for multi-asset portfolios in Asia. He is responsible for the launch and portfolio management of the managed account strategies.
Daniel is a CFA charterholder and is a member of the CFA Society of Sydney. He joined Russell Investments in 2012.
Senior Lecturer - University of Sydney Business School
Dr Danielle Kent
Danielle Kent is an academic at the University of Sydney Business School.
Her area of expertise is in Behavioural Finance. She has worked for the World Bank, before undertaking a postdoctoral fellowship under Prof Michael Hiscox from Harvard. Her research on increasing responsible investment of investment professionals has been published in the prestigious journal Nature Scientific Reports.
Danielle has also been an Advisor in the NSW Department of Premier and Cabinet and a management consultant to the financial services industry.
Danielle brings a wealth of experience from industry and government in applying behavioural science to create innovative finance solutions
Founding Partner & CIO, Portfolio Manager
Longwave Capital
David is the Co-founder, Chief Investment Officer and Managing Director at Longwave Capital Partners with portfolio management responsibilities for the Longwave Australian Smaller Companies Fund. Longwave Capital Partners was founded in 2018.
Prior to founding Longwave, David was an Equity and Multi Asset Portfolio Manager for almost 15 years at Schroder Investment Management in Sydney.
David developed, launched and managed the Schroders Australian small and microcap equity funds. During his management these funds were both top quartile performers with pre-fee excess returns to the benchmark of 13.5% pa (Microcap) and 14.5% pa (Small Cap).
David was recognised as Winner Money Management | Lonsec Small Cap Fund Manager of the Year (2009), Finalist Morningstar Fund Manager of the Year Emerging Manager (2008).
David began his investment career in 1997 as an equity research analyst at Ord Minnett (now JP Morgan), Merrill Lynch and Morgan Stanley covering various sectors including small companies, technology, healthcare, developers & contractors and resources.
Deputy Chief Investment Officer Mulit Asset- Lonsec
Deanne joined Lonsec Investment Solutions Pty Ltd (LIS) as Portfolio Manager in late 2019 and is responsible for the management of Lonsec’s multi-asset & retirement portfolios. Deanne has been with the Lonsec Group since July 2007 and holds over 20 years’ experience in managed funds research and portfolio management.
Prior to joining LIS, Deanne was Co-Head of Manager Research at Lonsec, responsible for the quality and suitability of Lonsec’s managed funds research and overseeing an award-winning team of analysts.
Deanne is a member of the Lonsec Asset Allocation and Manager Selection Committees.
Prior to joining Lonsec, Deanne spent seven years with Invesco (and its predecessor, County Investment Management) where she worked as an Investment Analyst and later, Assistant Investment Manager for multi-asset class and structured portfolios.
Deanne has also previously held roles at Barclays Stockbrokers and Legal & General Investment Management in the UK.
Senior Economist - AMP
Diana Mousina is a senior economist within the AMP Investments team, having joined AMP in 2016. Her responsibilities include providing global economic and macro investment analysis to retail, institutional and internal customers through her regular “Econosights” reports and presentations.
Diana regularly presents AMP’s macro views across various media outlets including Bloomberg, CNBC, AusBiz and mainstream Australian television networks and radio stations. She also contributes to the asset allocation decisions of the AMP multi-asset funds.
Previously Diana worked at the Commonwealth Bank of Australia as an economist in the Institutional Banking & Markets division. She holds a Bachelor of Commerce/Economics and has a Master of Finance (in funds management), both from the University of New South Wales.
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Investment Director - Senior Living & NFP Perpetual
Investment Director - Senior Living & NFP
Perpetual
Emily Barlow provides strategic and governance advice to Not for Profit clients across Perpetual’s Private Wealth business in Australia with a specialty in Responsible Investing.
Emily has over 10 years of experience in financial services across Australia and the UK.
Prior to joining Perpetual, Emily was a Senior Consultant and Principal at Mercer, providing investment advice to a range of institutional clients specialising in superannuation and post retirement. As part of her role at Mercer, she also led several research initiatives on wellness, financial needs and investment solutions in retirement.
Before Mercer, Emily was an Investment Strategist at State Street Global Advisors (SSGA) in London developing new Defined Contribution investment products and building out SSGA’s European retirement offering.
Emily holds a Masters in Chemistry from the University of Oxford, the UK Investment Management Certificate, the CFA Institute Certificate in ESG Investing and the Chartered Financial Analyst designation.
Head of Risk Senior Portfolio Manager - Atrium
Glen Foster
Glen has over 18 years’ experience in financial markets, predominantly in strategic positions.
Glen spent seven years as a multi-asset portfolio manager at Perpetual Investments where he was responsible for running multi-asset funds as well as strategic and tactical asset allocation, trading, risk budgeting, and quantitative modelling.
Glen also managed quantitative and smart beta strategies in the areas of developed and emerging market equities, REITs and commodities.
Prior to this Glen was a quantitative analyst in the Australian equities team for over two years where he worked on alpha signal research, risk modelling and optimisation.
Before Perpetual, Glen was at AMP Capital Investors and Willis Towers Watson (then Watson Wyatt).
Director Investments - Resonant Asset Management
Jason Petras
Director, Investments
Resonant Asset Management
Jason has over 20 years of investment experience at some of Australia’s largest Institutional Fund Managers, Global Investment Banks and Hedge Funds, as a Portfolio Manager and Quant Developer.
Jason’s experience includes managing $900m in assets for BT (now Pendal) and managing absolute return strategies for hedge funds in Asia and the US.
He has a strong tech background through his experience as a Software Engineer at Boeing, and quant development roles at Barclays Capital and BAML.
Jason holds a Masters in Quantitative Finance from Bond University and a Bachelor in Electrical and Electronic Engineering from Flinders University.
John Julian DipLaw (SAB)
John Julian is a Managing Director in Dexus’s Infrastructure business, and is the fund manager of the Dexus Core Infrastructure Fund. John has over 25 years of financial sector and investment experience in both legal and commercial roles.
John previously worked in the AMP Capital Global Infrastructure Equity business where he worked across all aspects of AMP Capital’s infrastructure investment capability, funds and strategies.
Prior to this, John held a range of legal and commercial roles with AMP Capital and its affiliates in Sydney, London and Chicago.
Chief Investment Officer - Findex
Chief Investment Officer
Findex
Kieran began working in the financial services industry in 1992 as a Financial Adviser for premier clients of The Standard Bank. By 1997 he was heading up special projects within Standard Bank, specifically focused on mortgage securities.
In 1997 Kieran immigrated to Australia to head up a major international manufacturing, import and redistribution company based in Sweden; Poseidon AB.
In late 2002 Kieran moved back into the Financial Services industry in the field of mortgage origination and joined Centric Wealth in late 2003. Kieran roles in Centric included Head of Lending, Head of Treasury Services and subsequently Head of Products and Services.
Kieran joined the Findex Group Management Team as a result of its 2014 acquisition of Centric as Chief Investment Officer for the Findex Group.
Kieran’s other responsibilities include: - Vice Chairman of the Findex Asset Allocation and Investment Committees - Responsible Manger of the Group Funds Management business and Responsible Entity - Senior management and administration roles in community based volunteer and not for profit organisations.
Kieran’s studies include a Bachelor of Commerce in Accounting and Financial Management, Diploma in Lending, and various industry qualifications including RG 146 and AFMA Responsible Manager Qualifications. Kieran is also a graduate member of the Australian Institute of Company Directors.
Head of Client Relationship (National) - Australian Ethical
Head of Client Relationship (National)
Australian Ethical
Leah is the Head of Client Relationships at Australian Ethical Investment, Australia’s leading ethical superannuation fund and investment manager with over $6.94 billion in funds under management.
Leah joined Australian Ethical in December 2016 and is responsible for client relationships across Australian Ethical’s intermediated channels, including financial planners, researchers, consultants and mezzanine investors.
Leah has more than 26 years’ experience in financial services distribution, including senior distribution positions with Rothschild Asset Management, BT Financial Group, Barclays Global Investors and IOOF.
Senior Consultant - JANA Investment Advisor
Lin Ngin
Consultant
JANA Investment Advisors
Lin has been with JANA for over 5 years and has 20+years of investment industry experience in total.
Prior experience includes Senior Analyst for ThreeSixty Research/MLC, Senior Investment Analyst at Lonsec
Lin holds a Master of Applied Finance from Kaplan Professional Kaplan Professional, and a Master of Commerce, Finance, a postgraduate Diploma of Finance and a Bachelor of Commerce, Accounting/Economics all from University of Melbourne
Director & Founder - SQM Research
Louis Christopher
DIrector & Founder
SQM Research
SQM Research is an investment research house which specialises in providing accurate research and data to financial institutions, investment professionals and investors.
It is founded and run by one of the country's most recognised and respected property analysts, Louis Christopher, whose objective, candid and honest approach to the real estate market is one of the foundations on which SQM Research has been built on.
From its core beginnings in residential property market data, SQM Research has grown to cover research on all asset classes
Global Cross Asset Specialist, Fidelity International
Lukasz de Pourbaix CIMA® GAICD
Global Cross Asset Specialist
Fidelity International
Lukasz is a very experienced Investment Consultant and commenced wirkign ith FIdelity in 2023
He was previously CIO & Executive Director of Lonsec Investment Solutions and chaired Lonsec's Asset Allocation Investment Committee and was on the Manager Selection & Direct Equities Investment Committee.
Lukasz’s previous roles include ING Australia, BT Investment Management. Lukasz holds a Bachelor of Commerce & the CIMA designation.
Chief Strategist
BCA Research
Matt Gertken, PhD
Matt is BCA Research’s Chief Strategist, Geopolitical Strategy and US Political Strategy. He oversees the firm’s coverage of market-relevant policy developments across the world.
Senior Analyst, Drummond Capital Partners
Matt O’Neill, CFA
Senior Analyst
Drummond Capital Partners
Matt has over 8 years’ experience in investment management research.
As senior analyst, Matt contributes to our manager research process as well as providing portfolio management support.
Matt previously spent 5 years at Lonsec most recently as a Senior Investment Analyst. Having joined Lonsec’s graduate program, Matt has been researching asset managers across multiple disciplines, including multi-asset, infrastructure, alternatives, private equity and international equities.
Matt was named Lonsec’s “Analyst of the Year” in 2018.
Matt completed his Bachelor of Commerce (Honours) from the University of Melbourne and is a CFA Charterholder
Maya Beyhan
Senior Director, Global Head of Sustainability, Index Investment Strategy
Maya Beyhan's work with the index investment strategy team focuses on providing research and commentary on the entire S&P DJI product set, including U.S. and global equities, commodities, fixed income and economic indices. Maya’s role has a specific focus on ESG and climate-based indices within this product set globally.
Before joining S&P DJI, Maya was the lead equity index portfolio strategist at State Street Global Advisors in EMEA. In this role, she served clients with sophisticated ESG/climate portfolios.
She previously worked as an investment strategist at Kempen Capital Management, covering institutional clients in the U.K. and the Netherlands.
Maya holds a PhD in Quantum Chemistry from Vrije University in Amsterdam and a master’s degree in Theoretical Physics from Groningen University in the Netherlands.
CEO & Partner - Corinella Capital Partners
Dr Michael Strachan
Chief Executive Officer & Partner
Corinella Capital Partners
Michael has extensive investment experience across both traditional asset classes and alternative investments through having worked in investment & wealth management and pension funds.
Roles have included CIOs of Industry Funds LUCRF Super and Equip Super, and CIO of Rio Tinto Staff Superannuation (Australia and New Zealand) and advisor to the UK, US and Canadian Pension Fund Investment Committees.
He has been responsible for multiple Defined Benefit, Define Contribution and Allocated Pension plans; internally managed equity, fixed income, infrastructure and asset allocation overlay portfolios; all external investment manager selection (i.e. research / appointments / terminations / monitoring); the Wealth Management Division Approved Products List, and all stakeholder relationships. The products significantly outperformed their objectives and were top quartile of peer surveys for all times periods during his 10 year tenure at Equip Super and had the highest ratings from the major research houses.
Michael has reviewed thousands of investment managers across all asset classes as well as investing both directly and through funds in alternative investments; including hedge funds, private equity, agriculture, infrastructure and property. He has also been a board director of several of the property and direct infrastructure investments.
His prior roles have included Head of Multi Asset Class Funds at Invesco Australia and County NatWest Australia.
Michael and his investment team were regularly nominated for a number of investment industry awards, such As CIO of the Year and Investment Team of the Year. He has also been an invited speaker, panellist and moderator at many Australian and international investment conferences.
Michael currently serves as a Director and Chair of the Investment Committee of a major Australian Agricultural Sector Endowment and was previously the Australasian regional representative on the Global Association of Alternative Investors.
He has also been a Responsible Officer for several Australian Financial Services Licensees.
Michael has a BSc(Hons), PhD and MBA from The University of Melbourne and a Graduate Diploma from the Australian Institute of Company Directors.
State Director - VIC/TAS - BT FInancial
Mike Klupacs
State Director (Vic & Tas)
BT
Chief Investment Officer, Insync Funds Management
Monik Kotecha
Chief Investment Officer
Insync Funds Management
Monik has 30+ years of funds management experience in international & AUS equity markets working in London, New York & Sydney. Prior roles include Senior Portfolio Manager at Investors Mutual Limited, with BT Funds Management Limited looking after international equity funds including being a member of the asset allocation team and Pan European Equity analyst for the Abu Dhabi Investment Authority in London.
Monik was a key member of IML Investment Team awarded Fund Manager of the Year Australian Equities in 2002 & 2003 by Money Management.
CEO - Douglas Funds Consulting
Nigel Douglas
Chief Executive Officer
Douglas Funds Consulting
Nigel Douglas is 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.
NIgel has over 30 years financial markets experience with high level expertise in investment manager research, asset allocation and macroeconomics.
Nigel is a member of the judging panel of the annual IMAP Managed Account Awards
Wealth - Head of Portfolio Solutions - Mercer
Wealth - Head of Portfolio Solutions
Mercer
Rebecca is a highly experienced senior investment specialist who has worked across many facets of the advice chain.
Rebecca has 20+ years’experience as an analyst in Funds Management, commencing her career with FPI Research/Navigator where she built the first Australian downside deviation investment model portfolios.
Prior roles include CEO of ASSIRT Research, Investment Specialist for Deutsche Asset Management, General Manager at AGBA and CEO of SiResearch Solutions
Chief Investment Officer, Australia - Martin Currie
Reece Birtles, CFA, GAICD
Chief Investment Officer
Martin Currie Australia
Reece has held the role of Chief Investment Officer (CIO) of Martin Currie Australia (MCA) since 2006 and is also the lead portfolio manager for MCA’s Value Equity, Equity Income and Diversified Income & Growth strategies.
Reece joined Martin Currie Australia in January 1995 as a research analyst. In 2003 he moved to London as global equity portfolio manager and head of financials research, before being promoted to head of European equities. Reece returned to Australia in 2006 as Chief Investment Officer of the firm, launching the Australian Value Equity strategy. He spearheaded the launch of retirement income solutions in 2010.
In his time as CIO the MCA team has been recognised for strong investment performance and developing unique client solutions that have resulted in strong product ratings, an expanded client base, and industry awards.
Reece has a Bachelor of Business (Economics and Finance) and a Masters of Finance from RMIT University, and is a CFA® charterholder.
Head of Research
Research IP
Rob da Silva
Head of Research
Research IP
Rob is currently Head of Research at Research IP, the dominant fund research firm in New Zealand, and is leading their expansion into the Australian Market.
He has 39+ years of experience across two careers as a highly regarded investment manager & a leading research ratings expert.
Rob has been on the IMAP Managed Awards Judging Panel for 3 years including 2023.
Most recently, Rob spent nine years as Head of Research at SQM Research (2014 to 2023), leading, developing, and mentoring a strong analyst team and driving ratings coverage to grow from 45 to 450 across all asset classes. Over that time, he has assessed, rated, and reported on over 300 fund managers and 1,730 products across all asset classes. Under his leadership, SQM Research received market acclaim by being voted No.1 in the Financial Newswire Rating the Ratings Houses Research Survey for 2022.
His previous role was as Head of Research and Deputy CIO at van Eyk Research, a leading research house. Prior to this, Rob spent 23 years directing and managing the extensive multi-billion-dollar fixed-income capabilities at BT Funds Management and Principal Global Investors, prominent and highly regarded investment firms. His responsibilities included team leadership, strategic & tactical asset allocation, duration and credit strategy, macroeconomic and market analysis, amongst others.
Rob is active in speaking engagements and participation at various conferences run by Inside Network, IMAP, Conexus, Professional Planner, and others. Rob is a Fellow of the Financial Services Institute of Australasia (FINSIA).
Rob's qualifications include a BBus (Finance & Economics), M Finance, and GDip Applied Finance.
Manager, Multi-Asset Lonsec
Ms Ruby (Dan) Yang
PhD candidate
University of Tasmania
Ruby’s research interest is in behavioural finance, ESG investing and also corporate sustainability leadership.
Her focus delves into understanding how human psychology shapes sustainable investing and ESG strategies, with the goal of fortify decision-making frameworks.
Ruby is deeply committed to catalyzing improved decision-making processes, aiming for transformative advancements in sustainable practices and the comprehensive integration of ESG principles into businesses.
Prior to her PhD journey, Ruby has industry experience in financial trade settlements in Singapore.
Chief Executive Officer - Pengana
Russel Pillemer
Russel Pillemer co-founded Pengana in 2003. He has been Pengana’s Chief Executive Officer since inception.
Prior to founding Pengana, Russel worked in the Investment Banking Division of Goldman Sachs in New York where he specialised in providing advice to funds management businesses.
Before moving to New York, he was responsible for leading Goldman Sachs’ Australian Financial Institutions Group.
Russel was previously Chairman of Centric Wealth Group and a Principal of Turnbull Pillemer Capital.
Principal and Head of Investment Solutions - Asia-Pacific Sydney
Milliman
Victor Huang is a principal with Milliman and heads up the Investment Solutions team in Australia. He has been with Milliman since 2008.
Victor currently leads a team of portfolio managers, actuaries, and traders who design and implement investment strategies within superannuation, (re) insurance companies, ETF managers, and managed accounts.
Strategies Victor has worked on include tail risk hedging, currency hedging, and rebalancing overlays for funds, as well as dynamic hedging programs for investment guarantee products and defined benefit liabilities.
Chief Investment Officer - Clime Investment Management
Will Riggall CFA
Chief Investment Officer
Will joined Ralton (now Clime Investment Management) in 2018 as a Portfolio Manager and is responsible for portfolio construction across the varied strategies. He brings over 15 years of funds management experience having held senior portfolio management roles within investment and superannuation organisations.
In Will’s last role as Senior Investment Manager at REST (Super Investment Management), he was responsible for portfolio construction, risk management and analysing Australian large and small-cap equities. Prior to REST, Will spent time at Wallara Asset Management as a Senior Investment Manager and at AMP Capital where he was Lead Portfolio Manager for the firm’s Sustainable Alpha Funds.
During his time at AMP Capital, Will became a CFA charterholder. He also holds a Bachelor of Commerce from Monash University and a Bachelor of Arts from the University of Melbourne.
Venue Information for IMAP's Portfolio Management Conference 2023 - Melbourne & Sydney
Venue Details - Melbourne Monday 18th March 2024
IMAP Portfolio Management Conference in Melbourne is being held at the Melbourne Arts Centre in "The Pavillion" room
100 St Kilda Rd
Melbourne VIC 3004
Phone: (03) 9281 8000
Link to Melbourne Arts Centre Website
Venue Details - SYDNEY Thursday 21st March 2024
IMAP's Portfolio Management Conference 2024 is being held at The Amora Hotel in the Sydney CBD near Circular Quay and transport options.
11 Jamison Street, off George Street Sydney CBD
Phone 02 9696 2500
Details for the venue can be found on their website
https://www.amorahotels.com/sydney/
Meet the IMAP Events Team
