IMAP's Portfolio Management Conference 2022 Sydney & Melbourne
IMAP's Portfolio Management Conference 2022 Sydney & Melbourne

Portfolio Management Under Uncertainty

The 2022 IMAP Portfolio Management Conference is happening in a time of unprecedented global market volatility. Join our industry experts as they discuss and consider investment choices for managed account portfolios.

Sydney 15 March 2022 – "in person" conference Dockside, Darling Harbour

Melbourne 22 March 2022 – "in person" conference Arts Centre, St Kilda Road

Both Conferences are "Legislated CPD Accredited' for 5 hours (approx)
Please Note that Registration is Restricted to:
1. Advice businesses (those whose daily activities relate to the business of giving advice, in a client facing or back of house capacity).

2. Investment researchers, asset consultants, and those actively involved in investment management.

3. IMAP Sponsors and their guests

If you are unsure or don’t meet the definition and would like to attend, please contact us at the IMAP Event team by email

Book Melbourne 22nd March 2022

Melbourne 22nd March 2022

Melbourne Conference Program

8.00am - 8.45am

Registration & Coffee

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

Opening Address

Toby Potter IMAP Chair discusses today's theme of "Portfolio Management Under Uncertainty" and introduces David McDonald - conference MC
8.55am - 9.35am

Worst inflation in 40 years - surely this can't last!

Alex Ventelon of Morgan Stanley and Aman Ramrahka of Morningstar discuss whether the Fed is becoming more aggressive; Will Australian rates rise this year; Is the RBA right and market wrong?; is inflation a threat to the outlook.
David McDonald, CFA IMAP (moderator)
9.35am - 10.15am

What it takes to be a Managed Account Portfolio Manager

Kieran Canavan of Findex and Rob Da Silva of SQM . Moderated by Felicity Walsh of Franklin Templeton
10.15am - 10.45am
10.45am - 11.20am

How inflation could impact global equities

Alex Donald of Ironbark and Katie Petering from Blackrock discuss questions including How inflation could hurt long duration growth stocks; will the run of tech stocks end with higher interest rates; how global equity portfolios should reposition for this new environment Moderated by Toby Potter, IMAP
11.20am - 12.05pm

Dealing with ESG requirements in asset allocation

Taking account of ESG in asset allocation; the impact of ESG requirements; asset classes and ESG presented by Daniel Choo of Russell Investment Management and John Woods of Australian Ethical
Moderated by Michael Karagianis, JANA
12.05pm - 1.05pm
1.35pm - 2.15pm

Handling illiquid assets in managed accounts

Options for allocating to illiquid assets; dealing with hedge funds & private equity in portfolios presented by Dale Holmes of Spire Capital & Shane Hawke of Oreana Portfolio Advisory. Moderated by Brad Matthews of BMIS
2.15pm - 2.35pm
2.35pm - 3.05pm

The impact of a retirement income covenant on managed accounts

Aaron Minney of Challenger discusses what the Retirement Income Covenant requires of super funds and how advisers can use managed accounts to get an even better outcome for their clients
3.05pm - 3.45pm

Do real assets offer protection from inflation?

Jan De Vos Resolution Capital and John Julian from AMP Capital address the role of infrastructure in portfolios; infrastructure in an inflationary environment. Moderated by Dan Cave of Zenith

Sydney Conference Program

8.00am - 8.45am

Registration & Coffee

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

Opening Address

Toby Potter IMAP Chair discusses today's theme of "Portfolio Management Under Uncertainty" and introduces David McDonald - Conference MC.
8.55am - 9.40am

Can we protect against downside risk?

Stephen Coltman of Abrdn & Victor Huang of Milliman discuss how to protect portfolios in down markets; strategies for managing risks in portfolios Moderated by Dominic McCormick
9.40am - 10.25am

All portfolios should consider the impact of climate change

Dan Powell of Nanuk & Cameron Gleeson of Betashares discuss the impact of climate change on portfolio investment strategy. Moderated by Paul Saliba of Evolutionary Portfolio Services
10.25am - 11.00am
11.00am - 11.45am

Embedding ESG in Fixed Income Portfolios

Jesse Imer of Mason Stevens & Shan Kwee of Janus Henderson discuss questions including IRs/Inflation over the next year How do they see ESG progressing/changing? Institutional vs Financial advisers’ take on ESG
Moderated by Angela Ashton, of Evergreen
11.45am - 12.30pm

Global Equities - Themes and Opportunities

Monik Kotecha of Insync, Francyne Mu of Franklin Templeton and Jan De Vos of Resolution Capital discuss whether the global environment will affect their approach to identifying investment opportunities
12.30pm - 1.00pm

The post-Covid environment for markets

Katie Petering of Blackrock explores the questions of the day...Is the party over? Will rising rates dampen the outlook? Is the economy bouncing back
1.00pm - 2.00pm
2.00pm - 2.45pm

China and the impact on regional equities

Dr Joseph Lai, Ox Capital & Rizi Mohanty, FSSA Investment Managers explore the outlook for Asian equities; China's economic outlook; regional geo-political issues; China & USA relations and the resulting impact on markets. Moderated by Isaac Poole of Oreana Portfolio Advisory.
2.45pm - 3.30pm

Will higher interest rates be a headwind for Australian Equities?

The rule book has been torn up in the past 2 years, and conflicting economic constructs are raging. Hear the views of our speakers from Will Riggall, Clime Investment Management and Andrew Fleming, Schroders. Moderated by Jo Potts of Findex

Introducing our conference presenters

David McDonald, CFA
David McDonald, CFAConference MC & Investment Specialist, IMAP
Aaron Minney, CFA
Aaron Minney, CFAHead of Retirement Income Research - Challenger
Alexandre Ventelon
Alexandre Ventelon Executive Director, Head of Research Wealth Management - Morgan Stanley
Angela Ashton
Angela AshtonDirector - Evergreen Consultants
 Alex Donald
Alex Donald Director, Head of Distribution - Ironbark
Aman Ramrahka
Aman RamrahkaDirector, Manager Selection, Morningstar
Andrew Fleming
Andrew FlemingDeputy Head of Australian Equities - Schroders
Anthony Golowenko, CFA
Anthony Golowenko, CFA Portfolio Manager - MLC Asset Management
Brad Matthews
Brad MatthewsInvestment Consultant
Cameron Gleeson
Cameron Gleeson Senior Investment Specialist, ETFs BetaShares
Dale Holmes B Ec.
Dale Holmes B Ec. Director - Spire Capital
Dan Cave
Dan Cave Investment Analyst - Zenth
Dan Powell
Dan Powell Head of Distribution - Nanuk Asset Management
Daniel Choo, CFA
Daniel Choo, CFAMulti-Asset Portfolio Manager - Russell Investment Management
Dominic McCormick
Dominic McCormickInvestment Consultant
 Felicity Walsh
Felicity WalshHead of Sales, Aus & NZ - Franklin Templeton
Francyne Mu CFA
Francyne Mu CFAVP Portfolio Manager/Research Analyst - Franklin Equity Group
Isaac Poole, PhD CIMA®
Isaac Poole, PhD CIMA®Chief Investment Officer - Oreana Portfolio Advisory
Jan De Vos
Jan De Vos Real Assets Portfolio Manager - Resolution Capital
Jesse Imer
Jesse ImerFixed Income Investment Strategist - Mason Stevens
Jo Potts
Jo Potts Senior Partner – Wealth Management - Findex
John Woods CFA
John Woods CFAPortfolio Manager - Australian Ethical
Dr Joseph Lai, CFA
Dr Joseph Lai, CFAPrincipal, Portfolio Manager & CIO - Ox Capital Management
John Julian
John JulianFund Manager, AMP Capital Core Infrastructure Fund
Kieran Canavan
Kieran CanavanChief Investment Officer - Findex
Shan Kwee, CFA
Shan Kwee, CFAPortfolio Manager - Janus Henderson Investors
Katie Petering
Katie PeteringDirector & Head of Investment Strategy - Blackrock
Michael Karagianis
Michael KaragianisSenior Consultant - JANA Investment Advisors
Monik Kotecha
Monik KotechaChief Investment Officer, Insync Funds Management
Paul Saliba
Paul SalibaManaging Director, Evolutionary Portfolio Services
Rizi Mohanty
Rizi MohantyPortfolio Manager - FSSA Investment Managers
Rob da Silva
Rob da SilvaHead of Research - SQM Research
Shane Hawke
Shane HawkeHead of Portfolio Advisory - Oreana Portfolio Advisory
Stephen Coltman
Stephen ColtmanSenior Investment Manager - abrdn Australia
Tom Schubert
Tom SchubertCo-founder & Managing Partner - Drummond Capital Partners
Victor Huang
Victor Huang Principal & Head of Investment Solutions Asia­Pacific - Milliman
Will Riggall
Will RiggallChief Investment Officer - Clime Investment Management

IMAP thanks our Event Sponsors


Venue Information for IMAP's Portfolio Conference 2022 being held in Sydney and Melbourne

Venue Details - SYDNEY 15 March 2022

IMAP's Portfolio Management Conference 2022 is being held at Dockside, Cockle Bay, Darling Harbour and is just a short walk to the Sydney CBD. 

Dockside has parking facilities at Wilson Parking in Cockle Bay Wharf, offering under cover access just moments from the venue.

Cabs are also easy to take to and from the venue, and there is plenty of hotel accomodation close by.

Wheelchair access is available.

Contact details for the  venue can be found on their website


Covid Safety Plan for Dockside Sydney Conference Venue

A friendly reminder that the following rules apply to hospitality venues.  

  • Our venue is currently welcoming both vaccinated and unvaccinated guests.

Our staff  will be wearing masks but it is not required for guests to wear masks


Venue Details - Melbourne 22 March 2022

IMAP Portfolio Management Conference - MELBOURNE is being held at the Arts Centre, St Kilda Road near to the heart of Melbourne's CBD.

Contact information and full details for the hotel venue can be found on their website

Event Venue's Address:

100 St Kilda Rd
Melbourne VIC 3004
Melbourne, 3000 Australia
Phone:  (03) 9281 8000

Covid Safety Plan for Arts Centre Conference Venue Melbourne

For more information about Arts Centre Melbourne’s COVIDSafe & Well-being plan, visit


Contact us

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0414 443 236