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IMAP Advice in Action Conference 2024 Melbourne & Sydney
In 2024 this IMAP Advice in Action Conference puts the use of technology and digitisation in the spotlight for Advisers & Clients

Reaching "best practice" level in a digitalised advice business is a challenge to every advice practice.. our speakers will help you get on the right page by exploring

  • Getting centred on platforms' roles in helping your business to grow
  • How to go paperless for new & emerging clients, and provide relevant service to existing clients
  • Helping the next generation be safer for their financial future
  • Making the most of multi-generational relationships with families and more...

WHEN & WHERE

23rd July 2023 - Melbourne CBD - "Zinc"
25th July 2023 - Sydney CBD - "Amora on Jamison

REGISTER USING THE LINK BELOW FOR EARLY BIRD RATES BEFORE 30 JUNE 2024

Webinar Series CPD Accredited

IMAP Retirement Masterclass Sydney July 25th 2024
The IMAP Retirement Masterclass is held in the mid afternoon following the Sydney IMAP Advice in Action Conference

‍The IMAP Retirement Masterclass is hosted by BlackRock and addresses all the issues that are important to understanding how to serve this critical market:

Seats are limited to 40 people

  • Portfolio construction for income stream portfolios
  • What are retirees’ key emotional issues? 
  • How will the Industry Funds look to dominate this critical segment
  • How can practices develop effective strategies to address this market?
  • What are the true multiples of capital they need? 4 times, 10 times or 25 times?
  • How should you engage with retirees so they understand how you can help? 

Hear from leading experts who can help you shape your strategy to meet the needs of the retiree market.

James Kingston – Head of Retirement, BlackRock on what they are doing to assist advisers in  this market here and globally

Ashley Owen – former CIO Standford Brown and leading writer on how to help clients determine their personal spending capacity and the impact of changing life expectancy 

Ben Hillier – Director Retirement AMP, on what retirees think about wealth transfer and the regulatory changes you need to understand

Jonathan Scholes – Head of Advice Findex on the reality of serving this market every day, in person, at scale  

WHEN & WHERE

2.30pm 25th July 2023 - Sydney CBD - The Hart Room level 1 "Amora on Jamieson

REGISTER USING THE LINK BELOW

IMAP Managed Account Zone FAAA Congress 2024
IMAP's Managed Accounts Central exhibition is at the FAAA Congress 2024 in Brisbane

IMAP's Managed Account Zone enables advisers to talk with a selection of managed account service providers to ask questions and find out how effective implementation of managed accounts may be of benefit to your advice practice. Exhibiting this year are;

  • ACTIVAM
  • Centric Wealth
  • Elston Asset Management 
  • InvestSense
  • Lonsec
  • Milliman
  • North
  • Philo Capital
IMAP Managed Account Awards 2024
Judging is now underway for the IMAP 2024 Managed Account Awards

The IMAP 2024 Managed Account Awards provide our industry the opportunity to recognising best in class for Managed Account Licensees, Boutique Licensees , Innovators, and Investment Asset providers plus Responsible Investing Portfolios .

The IMAP Awards have showcased a wide range of managed account providers who are recognised for their work and accomplishments. (see IMAP Past events for more details)

Entries are now closed and judging is commencing - the finalists in each category will be announced on 1st August 2024

IMAP wishes everyone the best .... please ask the Awards team how we can help

Another good financial year for lazy investors! How did your returns stack up?

Another good financial year for lazy investors! How did your returns stack up?

01 July 2024

Ashley Owen examines returns from the main asset classes & sectors for Aussie investors for the past two June financial/tax years, & his graphs show key data including inflation, exchange...

Risk isn’t always a bad thing

Risk isn’t always a bad thing

13 June 2024

Implementing risk management strategies in managed account portfolios can be challenging. Uwe Helmes (BlackRock), Simon Ho (Milliman), Glen Foster (Atrium), and Andrew Stadelmann (BT) discuss their approach to risk management....

Most active fund managers continue to destroy value and line their pockets with your money – why do we let them? harder!

Most active fund managers continue to destroy value and line their pockets with your money – why do we let them? harder!

22 May 2024

"For the past 20 years, global index provider S&P Global has published regular surveys of active fund performance in Australia & other major world markets called ‘SPIVA’ (‘S&P Index Versus Active’)....

Alternatives: a hedge against inflation

Alternatives: a hedge against inflation

08 May 2024

Lachlan Brumby (Russell Investments) & Jason Petras (Resonant) consider the benefits of alternatives from a risk-return perspective, including strategies for a high interest rate environment.  

Private markets: A way to optimise portfolios

Private markets: A way to optimise portfolios

08 May 2024

Russel Pillemer (Pengana Capital) and Zivan Wong (MLC) take a closer look at attractive investment benefits with private equity & private credit investments.  

Illiquid investments: The risks and opportunities

Illiquid investments: The risks and opportunities

07 May 2024

Should retail investors consider an allocation to illiquid investments? Michael Karagianis (JANA Investment Advisers) & John Julian (Dexus) discuss how investors can gain an exposure to these assets.  

Another good financial year for lazy investors! How did your returns stack up?

Another good financial year for lazy investors! How did your returns stack up?

Perspectives - Winter 2024
on 01 July 2024

Ashley Owen examines returns from the main asset classes & sectors for Aussie investors for the past two June financial/tax years, & his graphs show key data including inflation, exchange...

Risk isn’t always a bad thing

Risk isn’t always a bad thing

Perspectives - Winter 2024
on 13 June 2024

Implementing risk management strategies in managed account portfolios can be challenging. Uwe Helmes (BlackRock), Simon Ho (Milliman), Glen Foster (Atrium), and Andrew Stadelmann (BT) discuss their approach to risk management....

Most active fund managers continue to destroy value and line their pockets with your money – why do we let them? harder!

Most active fund managers continue to destroy value and line their pockets with your money – why do we let them? harder!

Perspectives - Autumn 2024
on 22 May 2024

"For the past 20 years, global index provider S&P Global has published regular surveys of active fund performance in Australia & other major world markets called ‘SPIVA’ (‘S&P Index Versus Active’)....

Alternatives: a hedge against inflation

Alternatives: a hedge against inflation

Perspectives - Autumn 2024
on 08 May 2024

Lachlan Brumby (Russell Investments) & Jason Petras (Resonant) consider the benefits of alternatives from a risk-return perspective, including strategies for a high interest rate environment.  

Private markets: A way to optimise portfolios

Private markets: A way to optimise portfolios

Perspectives - Autumn 2024
on 08 May 2024

Russel Pillemer (Pengana Capital) and Zivan Wong (MLC) take a closer look at attractive investment benefits with private equity & private credit investments.  

Illiquid investments: The risks and opportunities

Illiquid investments: The risks and opportunities

Perspectives - Autumn 2024
on 07 May 2024

Should retail investors consider an allocation to illiquid investments? Michael Karagianis (JANA Investment Advisers) & John Julian (Dexus) discuss how investors can gain an exposure to these assets.  

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IMAP is the Industry Association for advisers and organisations actively involved in offering or supporting Managed Accounts.
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Build your knowledge and learn from experienced Managed Account professional including events that have been accredited by the FPA and CPD.

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IMAP's directory list of 85 Managed Accounts service providers, and investment managers, asset consultants is unique and useful. Enquire about becoming a subscriber and get your directory listing working for you - please email support@imap.asn.au

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