Video Library

2019 Webinars

Portfolio Construction and Manager Selection in a fully valued environment
How to Achieve Wealth Goals through Portfolio Construction
The Resilience of Property Credit
Best Interest Duty and Where to from here?
What role does active management play in Managed Accounts?
The case for currency management in Managed Account portfolios

2018 Portfolio Management Conference

Conference welcome Address
Making investment promises you can keep
Macquarie Keynote - Using proprietary research data to deliver to your clients' needs in a changing environment
Portfolio Construction Asset Allocation Game - Round 1
Vertical Dis-integration - Leaving the mothership
The role of sector exposure in equity portfolios
Practical application of International Equity exposure in MAs
Portfolio Construction Asset Allocation Game - Round 2
IMAP 2018 Managed Account Awards
Meeting Retirement Income Objectives through Managed Accounts
Portfolio Managers - the next wave
Outside the mainstream - looking for particular portfolio characteristics
Portfolio Construction Asset Allocation Game - Round 3
2023: What will Investment Management look like for Advisers
Closing remarks - Toby Potter
Investment themes in these uncertain times and Portfolio Construction Asset Allocation Game - Panel discussion and winners

2018 Webinars

6 December 2018 Advice in a post Royal Commission world - Simon Carrodus The Fold Legal and Tom Bignill Mason Stevens
19 September 2018 Portfolios in volatile markets - Lukasz de Pourbaix Lonsec
3 September 2018 Award Submissions Review
29 May 2018 Strategies for Managing Investment Risk - Vinnie Wadhera BetaShares and Wade Matterson Milliman
9 May 2018 Past, Present & Future - the evolution of Managed Accounts - Paul O'Connor Netwealth

2018 Investment Forums

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24 Oct 2018 - Ahead of the curve - Income in Active Retirement Slides
17 October 2018 featuring Lukasz de Pourbaix Lonsec, Con Mancuveni PIC and Richard Close Antares
13 April 2018 featuring Andrew Stanley, RaltonAM and Patrick Nalty, Paradigm

2018 Adviser Roadshow

FUM Census
Building blocks for a Managed Account Service
The retirement challenge for Advisers
Successful Adoption of Managed Accounts in Wealth Management Firms
Serving HNW clients
Best Interest: What role can managed accounts play?
How Managed Accounts Changeed our Service Offering
Business Health - what determines profitability in an Advice Practice?
What resources do you need to build a Managed Account program?
Andrew Walsh on how to stand out from the crowd
Rachna Chandna on how to stand out from the crowd?
Bianca de Melo on how do advisory practices stand out from the crowd
Peter Fysh -when it comes to building a practice of value, what are the key elements of success?
Steve Watts on how an MDA service can improve the value of your business

20 Dec 2017 IMAP InvestTech 17'

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30 Oct 2017 IMAP Investment Forum featuring Joel Bloomer, Morningstar, and Steve Romich, DFS

IMAP Investment Forum
 
What to look for in an SMA - an Investment Manager's perspective: Roger Walling Ralton Asset Management
What to look for an a Managed Account provider?
Why is Ralton receiving such a good reception?

May 9 2017 - Manager Due Dilligence - making sure the next van Eyk Blueprint isn’t in your Group’s Portfolios (sponsored by OneVue)

Manager Due Dilligence - Chris Addy, Castle Hall
 
What are the different levels of dilligence that allocators can consider?
What are the major risks which an ODD process can assess?
What are the key traits of a viable investment manager?
Why is Operational Due Diligence important, especially for an investor looking for diversity?

March 8 2017 - Using managed accounts for investments that are difficult to reach for individual clients (sponsored by IOOF)

Presenters

Jason Entwistle - HUB24, Hugh Williams - Pitt Street Real Estate Partners and Peter Harper- Betashares

Entire presentation
 
What are the risks a portfolio manager can protect against?

February 7 2017 How to deliver on your portfolio promises - portfolio construction in Managed Accounts (sponsored by OneVue)

Presenters

Dominic McCormick, Head of Investment Strategy, Select Funds and Theo Maas, Global Portfolio Manager, Arnhem Investment Management

Using Bonds through a separately managed account sponsored by IOOF
What constraints affect portfolio construction in global equity accounts?
Should asset allocation be adjusted for assets not easily accessed?
How should investors plan for concentration risk?

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