IMAP's Independent Thought Sydney Conference 6th September 2022

Managing Portfolios in a Global Crisis

REGISTRATIONS NOW CLOSED - email for registration queries
Adviser portfolio managers & consultants are now responsible for $billions in Managed Account assets for individual client investors.
This shift in responsibility from fund managers to investment committees brings with it, the complex challenges of designing portfolios to meet client goals.
How are they tackling the challenges of building portfolios for 2023 and beyond?

Independent Thought is your opportunity to hear how the teams close to investor portfolios are meeting the challenges of global threats of war, inflation, growth, interest rate rises, volatile market returns, the risk of stagflation, geopolitical uncertainty and the resulting impact on portfolio returns.
The Program features top Portfolio Managers in 5 sessions covering key asset classes:
Australian Equities
International Equities
Fixed Interest
Property & Infrastructure


6th September 2022

In Person Location:

Level 4
Hilton Hotel, 488 George St, Sydney CBD


IMAP thanks our Keynote Speakers & Hosts

IMAP thanks our Portfolio Managers Speakers

Sydney Conference Program

8.00am - 8.45am

Registration & Coffee

You are welcome to arrive and register from 8am
8.45am - 8.55am


Vinnie Wadhera of Betashares - Conference MC & Toby Potter IMAP Chair
8.55am - 9.55am

Australian Equities Stream

Review & Outlook by Session Host Martin Conlon, Schroders.

Panel Discussion moderated by Anne-Sophie Williams, Schroders

Panel Featuring Peter Bell, Bellmont Securities, Anthony Golowenko, MLC Asset Management & Chris Reynolds, Infinity Asset Management
9.55am - 10.55am

Fixed Interest Stream

Review & Outlook by Session Host Adam Bowe of PIMCO

Panel Discussion moderated by by Hugh Holden, PIMCO

Panel Featuring Michael Karagianis JANA Investment Advisers, Isaac Poole Oreana Portfolio Advisory & Lukasz de Pourbaix, Lonsec
10.55am - 11.25am
11.25am - 12.25pm

Property & Infrastructure Stream

Review & Outlook by Session Host John Julian, AMP

Panel Discussion moderated by Marius Wentzel, AMP

Panel featuring Trent Koch from First Sentier Investors, Tim Murphy from Morningstar & Chris McAlpine from Context Capital.
12.25pm - 1.25pm
1.25pm - 2.00pm


Katie Petering of BlackRock
2.00pm - 3.00pm

Alternatives & Private Markets Stream

Review & Outlook by Session Hosts Andrew Lockhart Metrics and Adrian MacKenzie Five V Capital

Panel Discussion moderated by David McDonald IMAP

Panel Featuring Jonathan Ramsay InvestSense & Kyle Lidbury Perpetual Private
3.00pm - 4.00pm

International Equities Stream

Review & Outlook by Session Host Andy Gardner, Fiera Capital

Panel Discussion moderated by Alex Donald, Ironbark Asset Management

Panel Featuring Daniel Stojanovski, CPAL, Andy Garner, Fiera Atlas Global Companies, and Alex Ventelon, Morgan Stanley.

Introducing Our Conference Presenters

Vinnie Wadhera<br/>
Vinnie Wadhera
Exec.Director Institutional & Adviser Business - Betashares
Adam Bowe <br/>
Adam Bowe
Portfolio Manager, Australia - PIMCO
Adrian Mackenzie<br/>
Adrian Mackenzie
Director - Bellmont Securities
Alex Donald<br/>
Alex Donald
Head of Funds Management, Director at Ironbark Asset Management
Alexandre Ventelon<br/>
Alexandre Ventelon
Executive Director, Head of Research Wealth Management - Morgan Stanley
Andrew Lockhart<br/>
Andrew Lockhart
Managing Partner - Metrics Credit Partners
Andy Gardner, CFA <br/>
Andy Gardner, CFA
Portfolio Manager - Fiera Atlas Global Companies Team
Anne-Sophie Williams <br/>
Anne-Sophie Williams
Investment Director, Equities - Schroders
Anthony Golowenko, CFA <br/>
Anthony Golowenko, CFA
Portfolio Manager - MLC Asset Management
Chris Lioutas<br/>
Chris Lioutas
Chief Executive Officer - Insight Investment Management
 Chris McAlpine <br/>
Chris McAlpine
Co-Founder/Consultant - Context Capital Consulting
Chris Reynolds<br/>
Chris Reynolds
Investment Analyst - Infinity Asset Management
Daniel Stojanovski <br/>
Daniel Stojanovski
Head of Research at Centrepoint Alliance
David McDonald, CFA<br/>
David McDonald, CFA
Investment Specialist - IMAP
Hugh Holden<br/>
Hugh Holden
Senior Vice President & Account Manager - PIMCO
Dr Isaac Poole, PhD CIMA®  <br/>
Dr Isaac Poole, PhD CIMA®
Chief Investment Officer - Oreana Portfolio Advisory
John Julian<br/>
John Julian
Managing Director, Global Infrastructure Equity - AMP Capital
Jonathan Ramsay<br/>
Jonathan Ramsay
Director - InvestSense
Katie Petering<br/>
Katie Petering
Head of Investment Strategy, BlackRock
Kyle Lidbury, CFA<br/>
Kyle Lidbury, CFA
Head of Investment Research, Perpetual Private
Lukasz de Pourbaix<br/>
Lukasz de Pourbaix
Executive Director & Chief Investment Officer - Lonsec
Marius Wentzel<br/>
Marius Wentzel
Head of Client Solutions and Distribution - AMP Capital
Martin Conlon<br/>
Martin Conlon
Head of Australian Equities - Schroders
Michael Karagianis<br/>
Michael Karagianis
Senior Consultant - JANA Investment Advisors
Peter Bell<br/>
Peter Bell
Director - Bellmont Securities
 Tim Murphy, CFA, CAIA<br/>
Tim Murphy, CFA, CAIA
Director of Manager Research, APAC at Morningstar
Toby Potter<br/>
Toby Potter
IMAP - Chair
Trent Koch<br/>
Trent Koch
Portfolio Manager - First Sentier Investors

Venue Details - SYDNEY NSW 6th September 2022

IMAP's Independent Thought Conference Sydney 2022 is being held at the Hilton Hotel the Sydney CBD on 6th September 2022.

488 George Street, Sydney CBD

Phone +61 2 9266 2000

Meet the IMAP Events Team

Toby Potter
Toby PotterIMAP - Chair
Jenny Phimleut
Jenny Phimleut Program Manager IMAP
David McDonald CFA
David McDonald CFADavid McDonald CFA - Investment Specialist, IMAP

Please contact the IMAP Event team with any queries:

Email Address:

Phone: +61 2 8003 4147 

Contact us

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0414 443 236