IMAP's inaugural Portfolio Management Conference in Perth features industry experts who will delve into the practicalities in making investment choices in the context of the current global market backdrop.
The COVID-19 pandemic is creating turbulence in global financial markets with portfolio managers grappling with the issues brought about by government intervention intended to avoid economic catastrophe both here and overseas.
Registration provides a free Conference App for detailed agenda, and access to presentations and videos of all sessions
CPD Accredited
PLease see the Program below followed by Registration link for the new conference date of 28th July 2022
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
Conference Program - 28th July 2022
Welcome & introduction to the Conference
Economic Outlook
How Central Bank Policy and GeoPolitical Stresses will affect Investment Markets
Why has innovation in active management failed to deliver?
Where we are looking for Growth in the year ahead - Session 1
How to create bespoke private label Managed Accounts with process and rigour
Do Managed Accounts Work?
Rob da Silva - SQM Research
Jason Komadina - MLC Asset Management
moderated by Toby Potter, IMAP
Where we are looking for Growth in the year ahead - Session 2
Protecting Retirement Incomes
Where we are looking for Growth in the year ahead - Panel Discussion
Ethics for Advisers – Lessons from another profession
The Role of Real Estate Securities in an inflationary environment
Book Perth
28th July 2022 (rescheduled date)
Meet our Conference Presenters & Panelists
Redwood Wealth Alliance
Andrew Kuruc
Chief Operating Officer at Redwood Wealth Alliance
Andrew Kuruc is our MC for the inaugural IMAP Portfolio Management Conference 2022 in Perth.
Andrew has over 30 years financial services experience in Australia, New Zealand and the UK, having held leadership roles within large institutions and small licensees alike. His financial services career spans advice, investment & insurance, asset management and banking solutions.
Andrew also spent 6 years in executive & business coaching, working with senior executives and small business owners through times of transformation and economic uncertainly.
Having recently relocated back to Perth, he is Chief Operating Officer at Redwood Wealth Alliance, where he is focused on aligning a strong governance culture with optimised operating systems to deliver a consistent, reliable, valuable and sustainable offer to the ultra-high net wealth client segment in which the business is a leading provider.
Andrew holds a Master of Business Administration (AGSM) and is an alumnus of UNSW & University of Sydney.
Andrew Bradley
Partner- Herbert Smith Freehills
Andrew's an expert in all aspects of financial services regulation and has a keen interest in partnering with clients to drive innovation in the financial services industry. He has particular expertise in the area of superannuation.
His prior roles include Partner at MinterEllison
MLC Asset Management
Portfolio Manager - MLC Asset Management
Anthony joined MLC Asset Management’s multi-asset Capital Markets Research team in February 2021.
He has 21 years investment experience and is passionate about developing and managing innovative solutions aligned with investor objectives and helping everyday Australians secure their investment journey.
Anthony joins MLCAM from Australian boutique Clime Investment Management, where had overall responsibility for Clime’s investment team, strategies and performance outcomes. Here Anthony launched a suite of objective based SMA model portfolios.
He has held previous roles at State Street Global Advisors including Senior Portfolio Strategist – Asia Pacific, Head of Active Australian Equities and Senior Portfolio Manager. He has significant experience in domestic and international equities, return enhancing and risk reducing overlays and objective based strategy development.
Anthony holds a Bachelor of Mathematics and Finance degree with First Class Honours from the University of Technology, Sydney, and is a CFA charterholder.
He is involved in the community supporting Sylvanvale Disability Services and Tour de Cure.
Philo Capital Adviser
The managed account service Brett and his colleagues designed for Centric Wealth spanned managed funds, listed securities and deposits and was central to the operational transformation of that national advice business.
Prior roles includes CEO and exec roles with Centric Wealth, Grove Research & Advisory and Sealcorp.
WP Invest
Bruce has been advising the boards of industry and corporate superannuation funds, including APRA regulated funds, a number of financial planner / advisor groups, as well as larger private investment portfolios since 2003, regarding asset allocation, asset selection for diversified multi-sector and single sector investment portfolios.
Bruce established WP Invest in 2004 to accommodate the investment consulting business operating within Western Pacific Financial Group, and later separated that business, following WP Invest being granted an Australian Financial Services Licence in 2006
Context Capital Consulting
Co-founder & Principal Consultant at Context Capital Consulting
Chris has presented at a range of forums including at the Chief Investment Officer’s Symposium in Melbourne and the Asset Allocation forum in Sydney along with being a guest speaker for a diverse range of audiences on investment topics at events in Perth organised by groups including the Australian Shareholders Association, CFA Institute, Curtin University, Local Government Professionals, NASDAQ Governance Forum and Women in Super amongst others.
Chris is an active participant in the WA community having previously been a top 5 fundraiser in the Variety Silence the CEO campaign and currently sits on the board of the End Homelessness (WA) foundation.
He holds a Bachelor of Commerce (Honours), is a Certified Investment Management Analyst and holds the GAICD designation from the Australian Institute of Company Directors. During his tenure at WA Super between 2013 and 2020, Chris was a finalist in the Conexus Financial Chief Investment Officer of the Year Awards and the fund’s performance was recognised with awards including the AFR Blue Ribbon Best Capital Stable Fund and Selecting Super’s Best Performance for International Equities.
David Bassanese
Chief Economist - Betashares
David Wanis, CFA
Founding Partner & Portfolio Manager - Longwave Capital Partners
Prior to co-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.
Resonant Asset Management
Since 2014, Glen has developed and executed an investment process that leverages institutional grade “quantamental” portfolio management techniques to construct direct securities multi-asset portfolios aimed at private clients. The success of Glen’s approach has been demonstrated by outperformance vs established benchmarks across each risk profile.
Glen has held roles in both institutional equities research and sales trading and has extensive experience advising fund managers on securities analysis, market strategy and stock specific trade views. In 2011 Glen was awarded top performer in Citigroup’s Alpha Generator, which provides actionable trade ideas to institutional clients.
Jason Komadina is Director, Managed Accounts at MLC Asset Management and is responsible for the Managed Account Strategies.
Jason brings to the role over 20 years’ experience in financial services, specialising in wealth management.
Prior to MLC, Jason held the role of General Manager, Product and Investments at Perpetual Private and brings a deep understanding of advice and the role of investment solutions in the advice process.
Client Service Executive - Western Asset Management
Jonathon Costello is a Client Service Executive with Western Asset, bringing over 14 years of industry experience to the Melbourne Office, with a primary focus on the wealth channel.
Prior to joining the Firm in 2021, Jonathon was a Senior Investment Specialist with Walsh Bay Partners, a Portfolio Manager and Senior Investment Analyst with Australian Unity, and an Investment Analyst with JBWere.
He also served as a Business Development Manager and Investment Controller with K2 Asset Management, and began his career as a Research Analyst with Standard & Poor’s Fund Ratings.
Jonathon holds a Bachelor of Social Science degree in Psychology from RMIT University, and a Master of Business degree in Banking and Finance from Monash University. He is a Chartered Alternative Investment Analyst, and is a CFA® charterholder.
SQM Research
Prior roles include Head of Research & Deputy CIO at van Eyk Research, BT and Principal Global Investors leading their respective credit and fixed income capabilities with responsibilities including strategic & tactical asset allocation for the BT suite of balanced and capital stable funds.
First Sentier Investors
Head of Global Property Securities - First Sentier Investors
In his role, Stephen is responsible for management of the Global Property Securities team, one of a number of First Sentier Investors investment teams. The team manages Domestic, Asian and Global Property Securities portfolios for a number of funds.
Prior to re-joining the company in September 2012, Stephen was Managing Director at Perennial Real Estate Investments, where he worked for over six years. Before his time at Perennial, Stephen worked at the company as Head of Property Securities.
IMAP
IMAP - Chair
His experience in the wider investments market is extensive and his advice and experience is frequently sought after for his breadth and detail, plus his knowledge of the people in the industry. His working experience includes key roles for NAB, IOOF, Morningstar, Managed Accounts, SFG Australia
Victor's expertise includes dynamic hedging programs, risk neutral valuation,and asset allocation plus risk management strategies for superannuation funds & pension products including modelling, market consistent pricing, and performance attribution of vanilla & exotic financial derivatives in major markets
Prior roles include National Australia Bank where he developed trading / risk reporting models for interest rated derivatives.
Victor is a Fellow, Institute of Actuaries Australia Education and holds a Bachelor of Commerce, Actuarial Studies, & Bachelor of Science, Statistics, both from University of NSW
Venue Details - PERTH, WA 28th July 2022
The IMAP Portfolio Conference 2022 is being held in the Black Swan Room on Level 2, North end of the Optus Stadium.
The stadium is a multi-purpose world-class venue, hosting a year-round calendar of major national and international sporting and entertainment events and has dedicated conference venues.
The Stadium offers a mix of city, Swan River and playing surface views
Contact details for the venue can be found on their website
Event Venue's Address:
Ph
Venue Name - Black Swan Room - Optus Stadium
Level 2, North end
333 Victoria Park Drive
Burswood
Perth
Western Australia
Please contact the IMAP Event team with any queries:
Email Address: support@imap.asn.au
Phone: +61 2 8003 4147