Portfolio Management Conference Program

8:45am  Opening Address from Toby Potter IMAP Chair 

9:00am  Making Investment Promises you can keep

Guest speaker: Dan Miles - Innova, Alex Hone – Atrium

Chair: Tom Bignill, Mason Stevens

Hear from a panel of Advice businesses who have untangled many of the complicated issues that can arise when building client centric Managed Account Solutions that are customisable and scalable

9:30am Keynote : How to use proprietary research data to deliver clients' needs in a changing environment

Guest Speaker: Sherise Mercer,  Division Director Head of Virtual Adviser Network Wealth Management, Macquarie Bank Limited

10:00am  Portfolio Construction Asset Allocation Game

Guest Speaker: Oliver Trusler, Schroders

Working in teams the conference attendees will be asked to provide portfolio construction recommendations for a number of market scenarios.  The teams will be provided with statistics around economic and policy performance leading into the portfolio construction decision point and will be asked to build a portfolio for the subsequent 3 years based on optimizing total return, volatility and lowest maximum drawdown.

10:20am MORNING TEA

10:40am  Vertical Dis-integration – Leaving the Mothership

Guest Speakers: David Wright, Zenith and Alex Donald, Ironbark

Chair: Paul Saliba, Evolutionary Portfolio Services

As the Advice Landscape changes what are the challenges and opportunities as Advisers go out on their own?  Hear from independent researchers Zenith Investment Partners and outsource RE Ironbark how leading advice licensees are establishing their own investment capability and taking control of their managed account services.

11:10am The role of sector exposure in Equity Portfolios

Guest Speakers: Cesar Farfan, Perennial, Jerome Lander, Pro Capital and Charles Stodart, Zurich

Transforming Managed Account Investing - What opportunities are there in the Managed Accounts to implement and gain exposure to particular market segments and sectors in the Australian Equity Sector.

11:40am Practical application of International Equity exposure in Managed Accounts

Guest Speaker: Nik Kritikos, Saxo and Jonathan Shead, State Street Global Advisers

Chair: Nigel Douglas, Douglas Funds Consulting

Saxo will discuss the implementation of international equities including execution, custody and reporting solutions for a managed account provider and SSGA will discuss the experience of a group that has extensively implemented international Equities solutions into their advice offering.

12:15pm Portfolio Construction Asset Allocation Game Round 2

12:30pm LUNCH

1:25pm IMAP 2018 Managed Account Awards

1:35pm Meeting Retirement Income Objectives through Managed Accounts

Guest Speakers: Lukasz de Pourbaix, Lonsec and Raf Choudhury, State Street Global Advisers

Chair: Michael Karagianis, Private Investment Consulting

Dealers and advisers will be discussing the unique aspects of retirement objectives and risks and how portfolios need to be constructed to be more aligned to these objectives.

2:05pm Portfolio Managers, the next wave

Guest Speaker: Bianca De Melo, NSW State Sales Leader, Macquarie Banking and Financial Services, Anne Hamieh Intermediary Sales Manager - Northern, Vanguard Investments Australia Ltd 

2:35pm Outside the Mainstream – Looking for particular portfolio characteristics

Guest Speakers: Andrew Lill, Morningstar, Steve Merlicek, Activus Investment Advisors and Dr Tony Rumble, The Wealth Partnership

Chair: Angela Ashton, Evergreen Consultants

Hear how managed account portfolios can be developed that include alternative investment strategies and how to select and blend alternative managers.

3:05pm AFTERNOON TEA

3:25pm Portfolio Construction Asset Allocation Game Round 3

3:50pm 2023 – What will Investment Management look like for Advisers

Guest Speakers: Martin Morris, Praemium and Matt Heine, Netwealth

Chair: Dominic McCormick

What are successful adviser business models going to look like?

How to manage Conflicts of Interest

How to utilise technology to enhance the client engagement.

What lessons can we learn if any from overseas?

4:20pm  Investment themes in these uncertain times and Portfolio Construction Asset Allocation Game – Panel discussion and winners

Economist Panel discussion

Guest Speakers: David Bassanese, BetaShares and Oliver Trusler

Chair:  Brad Matthews, Brad Matthews Investment Strategies

 4:55pm CLOSING REMARKS AND DRINKS