IMAP's Portfolio Management Conference 2024 Melbourne & Sydney
IMAP's Portfolio Management Conference 2023 Brisbane Sydney & Melbourne

Optimising Clients' Portfolios in 2024 
Finding the right path to achieve investment goals

IMAP's Portfolio Management Conference provides the opportunity to hear the latest from our industry experts, ask questions and network with the investment community who support advisers offering managed account services.

Melbourne Monday 18th March 2024 – Melbourne Arts Centre

Sydney Thursday 21st March 2024 – The Amora Hotel on Jamieson

The Conferences are each "Legislated CPD Accredited' for 5 hours (approx)


Conference Programs for Melbourne & Sydney 2024

8.00am - 8.10am


Toby Potter (IMAP) and introduces our Conference MC Nathan Lim, CFA CIO - Lonsec
8.10am - 8.45am

Breakfast Keynote: Economist Update

Our keynote speaker Diana Mousina (North) looks at where the risks and opportunities are in 2024 for investment markets. 
8.45am - 9.15am

Can we protect against the dual risks of inflation and recession?

Kieran Canavan (Centric Wealth) & Andy Gardner (Fiera Capital) consider the balancing of portfolio risk against returns. Moderated by Brad Bugg (Evergreen Consultants)
9.15am - 9.45am
9.45am - 10.15am
10.15am - 10.45am

Geopolitical challenges and their impact on investment markets

Dr Matt Gertken (BCA Research) discusses geopolitical challenges and their impact on investment markets
10.45am - 11.15am

Role of satellite investments

Panel discussion on the use of “satellite” investments that can deliver diversification, and higher portfolio returns featuring David Wanis (Longwave) and Chad Hitzeman (Global X). Moderated by Rob Da Silva (Research IP)
11.15am – 11.45am
11.45am - 12.00pm

ESG survey

Dr Danielle Kent (Usyd) and Ruby Yang (University of Tasmania)
12.00pm - 12.30pm

Portfolio management in times of changed global growth

Our panel with Monik Kotecha (Insync Funds Management) and Rebecca Jacques (Mercer) and consider the areas of interest for portfolios in 2024. Moderated by Nigel Douglas (Douglas Funds Consulting)
12.30pm - 1:00pm

Investing attitudes of the Emerging investors

Danielle Kent from University of Sydney Business School and Leah Willis of Australian Ethical explore ways how to capture the interest of younger clients who have growing earnings, experience with investments, and are totally comfortable going online.
1.00pm - 1.30pm

Lunch Keynote - Avoiding pitfalls in Property

Louis Christopher (SQM Research) explains the trends in the property investment landscape for portfolio managers
8.00am - 8.10am


Toby Potter (IMAP) and introduces our Conference MC Nathan Lim, CFA CIO - Lonsec
8.10am - 8.45am

What changes in portfolios are we making in 2024 to cope with the changing macro environment?

Will Riggall (Clime Investment Management) and Daniel Choo (Russell Investments) examine changes in the broader economy and the effect on investment performance from influences such as GDP, fiscal policy, monetary policy, inflation, employment rates, and consumer spending, Moderated by Toby Potter (IMAP)
8.45am - 9.15am

Achieving Real Portfolio Returns in inflationary times  

Glen Foster (Atrium Investments) and Cameron Gleeson (Betashares) expand our understanding of why investors focus should be on returns after inflation. Moderated by Robbie Lew (Lonsec)
9.15am - 9.45am

Can infrastructure protect against persistent inflation?

David Blunt (Perpetual Private) and John Julian (Dexus) explain how Infrastructure investments can be viewed as an effective inflation hedge for portfolio asset values, and potentially inflation protection on earnings as well. Moderated by Paul Moran (Moran Financial Planning)
9.45am - 10.15am
10.15am - 10.45am

The role of alternatives in portfolios

Emily Barlow (Perpetual Private) and Russel Pillemer (Pengana) discuss how private markets and illiquid assets can fit into a portfolio. Moderated by Matt O'Neill (Drummond Capital Partners)
10.45am - 11.15am

New technology and portfolio construction

Jason Petras (Resonant Asset Management) and Victor Huang (Milliman) will provide insights on their experiences in applying new technological solutions to portfolio construction. Moderated by Michael Strachan (Corinella Capital Partners)
11.15am – 11.45am
11.45am - 12.30pm

Are long term portfolio return outlooks below average?

Deanne Baker (Lonsec) and Lin Ngin (JANA) look at the current situation and consider if we should expect lower returns in our portfolios. Moderated by Al Logan (Perpetual Private)
12.30pm - 1:00pm

Optimising portfolios for retirees

Reece Birtles (Martin Currie in assoc with Franklin Templeton) and Alex Crompton, (Activam Group) examine the ways of providing for retirees’ income needs while also considering sensitivity to risk tolerances. Moderated by Mike Klupacs (BT)
1.00pm - 1.30pm

Lunch Keynote - Is There a Case for Indexing in Sustainability-themed Investments?

Our keynote speaker Maya Beyhan (S&P Dow Jones Indices) will look at how sustainability-focused active funds compare versus indices - not only in terms of return performance but also considering the sustainability profile.

IMAP thanks our Event Sponsors

Introducing our conference presenters

Nathan Lim<br>
Nathan Lim
Chief Investment Officer & Executive Director - Lonsec Investment Solutions
Alan Logan<br>
Alan Logan
Investment Director, Dealer Group Advisory - Perpetual Private Investment Research
Alex Crompton<br>
Alex Crompton
Deputy Portfolio Manager Activam Group
Angela Ashton<br>
Angela Ashton
Founder and Director Evergreen Consultants
Brad Bugg<br>
Brad Bugg
Principal Consultant - Evergreen Consultants
Cameron Gleeson<br>
Cameron Gleeson
Senior Investment Strategist - BetaShares
Chad Hitzeman<br>
Chad Hitzeman
Head of Institutional Sales - Global X
David Blunt CAIA<br>
David Blunt CAIA
Portfolio Manager – Perpetual Private
Daniel Choo, CFA<br>
Daniel Choo, CFA
Portfolio Manager, Multi-Asset Russell Investments
Dr Danielle Kent<br>
Dr Danielle Kent
Senior Lecturer - University of Sydney Business School
David Wanis
David Wanis Founding Partner & CIO, Portfolio Manager - Longwave Capital
Deanne Baker BCom (Hons) <br>
Deanne Baker BCom (Hons)
Deputy Chief Investment Officer Mulit Asset- Lonsec
Diana Mousina<br>
Diana Mousina
Senior Economist - AMP
 Emily Barlow, CFA <br>
Emily Barlow, CFA
Investment Director - Senior Living & NFP Perpetual
Glen Foster<br>
Glen Foster
Head of Risk Senior Portfolio Manager - Atrium
Jason Petras <br>
Jason Petras
Director Investments - Resonant Asset Management
John Julian DipLaw (SAB)
John Julian DipLaw (SAB) Managing Director - Dexus - Infrastructure
Kieran Canavan<br>
Kieran Canavan
Chief Investment Officer - Findex
Leah Willis <br>
Leah Willis
Head of Client Relationship (National) - Australian Ethical
 Lin Ngin<br>
Lin Ngin
Senior Consultant - JANA Investment Advisor
Louis Christopher<br>
Louis Christopher
Director & Founder - SQM Research
Lukasz de Pourbaix CIMA® GAICD<br>
Lukasz de Pourbaix CIMA® GAICD
Global Cross Asset Specialist, Fidelity International
Matt Gertken, PhD <br>
Matt Gertken, PhD
Chief Strategist
BCA Research
Matt O’Neill, CFA<br>
Matt O’Neill, CFA
Senior Analyst, Drummond Capital Partners
Maya Beyhan
Maya Beyhan Senior Director, Global Head of Sustainability, Index Investment Strategy - S&P Dow Jones Indices
Dr. Michael Strachan<br>
Dr. Michael Strachan
CEO & Partner - Corinella Capital Partners
 Mike Klupacs<br>
Mike Klupacs
State Director - VIC/TAS - BT FInancial
Monik Kotecha<br>
Monik Kotecha
Chief Investment Officer, Insync Funds Management
NIgel Douglas<br>
NIgel Douglas
CEO - Douglas Funds Consulting
Rebecca Jacques<br>
Rebecca Jacques
Wealth - Head of Portfolio Solutions - Mercer
Reece Birtles, CFA, GAICD <br>
Reece Birtles, CFA, GAICD
Chief Investment Officer, Australia - Martin Currie
Rob da Silva<br>
Rob da Silva
Head of Research
Research IP
 Robbie Lew CIMA®<br>
Robbie Lew CIMA®
Manager, Multi-Asset Lonsec
Ms Ruby (Dan) Yang
Ms Ruby (Dan) Yang PhD candidate at the University of Tasmania
Russel Pillemer<br>
Russel Pillemer
Chief Executive Officer - Pengana
Victor Huang BCOM, BSCI, FIAA
Victor Huang BCOM, BSCI, FIAA Principal and Head of Investment Solutions - Asia-Pacific Sydney - Milliman
Will Riggall<br>
Will Riggall
Chief Investment Officer - Clime Investment Management

Venue Information for IMAP's Portfolio Management Conference 2023 - Melbourne & Sydney

Venue Details - Melbourne Monday 18th March 2024

IMAP Portfolio Management Conference in Melbourne is being held at the Melbourne Arts Centre in "The Pavillion" room

100 St Kilda Rd
Melbourne VIC 3004
Phone:  (03) 9281 8000

Link to Melbourne Arts Centre Website

MCEC Melbourne

Venue Details - SYDNEY Thursday 21st March 2024

IMAP's Portfolio Management Conference 2024 is being held at The Amora Hotel in the Sydney CBD near Circular Quay and transport options. 

11 Jamison Street, off George Street Sydney CBD

Phone 02 9696 2500

Details for the  venue can be found on their website




Meet the IMAP Events Team

Toby Potter
Toby PotterIMAP - Chair
Toby has championed IMAP's mission for a number of years and is a key contributor for IMAP (along with others) in the representation to ASIC on recent changes to the MDA regulations and ongoing regulatory matters. 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
Jenny Phimleut
Jenny Phimleut Programme Director IMAP
Jenny manages IMAP's digital presence as well as its program of conference events, webinars and publications. She is responsible for maintaining IMAP's processes and policies as well as developing promotional material. Her Financial Services background covers Next Financial working in Managed Account Product and Portfolio Management and Shadforth Financial Group.

IMAP Events Team Contact Details

Please contact the IMAP Event team with any queries:

Email Address:

Phone: +61 2 8003 4147 

Contact us

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0414 443 236