20 Dec 2017 IMAP InvestTech 17'
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