Register on Zoom Once for all 3 webinars

IMAP Specialist Webinar Series - Making a Success of Introducing a Managed Account Program : Lessons from Experience

This IMAP Specialist Webinar Series brings together 3 great panels of speakers who will talk about lessons learned and right ways to make a success of introducing a Managed Account. This will be of interest to newbies and those wantign insights on how to develop their existing managed acccount service offering..
This IMAP Webinar Series is CPD Accredited for 3 hours approx

Monday 27th November 12PM AEDT

Managed Account Fundamentals

‍Jaime Johns

Series Moderator

‍Brett Sanders

Philo Capital Advisers

Will Riggall circle

‍Will Riggall

Clime Asset Management

Wednesday 29th November 12PM AEDT

Managed Account: Platform and Administration

‍Julian Lefcovitch

North

Matt Swieconek

Findex

Simon Wu

Quest Asset Partners

Friday 1st December 12PM AEDT

Managed Account Portfolio Management

‍Mark Smith

Elston

‍Marc Hraiki

Lonsec

‍Victor Huang

Milliman

Register on Zoom Once for all 3 webinars

Optimising Clients' Portfolios in 2024

IMAP's Portfolio Management Conference looks at optimising clients' Portfolios and finding the right path to achieve investment goals in 2024

get more information and the conference program usign the Register button below

Melbourne Monday 18th March 2024

Sydney Thursday 21st March 2024

Register Now for Early Bird Rates

Events

IMAP Specialist Webinar Series - Making a Success of Introducing a Managed Account Program : Lessons from Experience

Monday 27th November 12PM AEDT

Wednesday 29th November 12PM AEDT

Friday 1st December 12PM AEDT

Optimising Clients' Portfolios in 2024

Contact us