In 2023 Independent Thought provides you the opportunity to hear how the investment managers and decision makers closest to investor portfolios are meeting the many challenges of continuing geopolitical uncertainty, inflation, interest rates, volatile market returns, the risk of recession, and the resulting effect on portfolio returns for end investors.

Melbourne's Program
We focus on the themes driving investment strategies and portfolio decisions for both returns and to meet the requirements of clients as delivered through advisers.

Sydney's Program
We feature top Portfolio Managers addressing the key asset classes to provide benefit for portfolio asset allocations and investment selection:

  • Australian Equities
  • International Equities
  • Fixed Interest
  • Property & Infrastructure
  • Alternatives

IMAP thanks our Sydney Hosts & Speakers

Select Melbourne or Sydney to view the relevant Program

8.00am - 8.10am


Toby Potter (IMAP) and Jason Brown (BT)
8.10am - 8.45am
8.45am - 9.15am

Australian Equities - Is the market too optimistic?

Panel Discussion with Andrew Garrett (Perpetual Private), David Wanis (Longwave), Peter Bell (Bellmont Securities) and Hamish Tadgell (SG Hiscock)
9.15am - 9.45am

Fixed Interest - Are Bonds the key to portfolios again?

Featuring Tim Hext (Pendal Group), Chris West (Context Capital), Chris Lioutas (Insight Investment Consultants) & Michael Frearson (Real Asset Management)
9.45am - 10.15am
10.15am - 10.45am

Property Portfolio Strategies in Challenging Times

Featuring Damon Mumford (Dexus), Mary Power (JANA Investment Advisers) & Louis Christopher (SQM Research)
10.45am - 11.15am

International Equities - do they remain a key driver of returns?

Featuring Dominic McCormick, Monik Kotecha (Insync Asset Management), Rob Makdissi (Akambo) & Ashley Owen (Owen Analytics)
11.15am – 11.45am
11.45am - 12.30pm

Infrastructure Asset Class View

Featuring Nick Langley (ClearBridge), Nick Schoenmaker (Drummond), Rob da Silva & Rafio Khan (Innova)
12.30pm - 1:00pm

Do Alternatives still have a key role in portfolios?

Featuring Jason Horn (BlackRock), Jonathan Ramsay (InvestSense) & Steven Tang (Zenith)
1.00pm - 1.30pm

Lunch Keynote

Jarek Kowcza (BT Financial Group)
8.00am - 8.10am


Toby Potter (IMAP) and Jason Brown (BT) Conference MC
8.10am - 8.45am

Breakfast Keynote:

Jameson Coombs (BT Financial Group)
8.45am - 9.15am

Setting a benchmark for Managed accounts and measuring performance in an era of heat maps

Featuring Julie Ballard (S&P Dow Jones Indices), Tim Farrelly (Farrelly’s Investment Strategy) & James Freeman (Philo Capital Advisers)
9.15am - 9.45am

Illiquid Assets - Selection & Strategies

Featuring Daniel Choo (Russell Investments), Ryan Synnot (Arrow Private Wealth) & Matthew Swieconek (Findex)
9.45am - 10.15am
10.15am - 10.45am

Structuring the Growth part of the portfolio

Featuring Dermot Ryan (Renaissance), Victor Huang (Milliman) & Geoff Greetham (Accordius)
10.45am - 11.15am

Positioning portfolios for inflation

Featuring Wayne Chatterjee (Morgan Stanley), Dr. Isaac Poole (Oreana Portfolio Advisory Services) & Jeff Mitchell (Infocus)
11.15am – 11.45am
11.45am - 12.30pm

Recession risks - Will central banks kill the economy?

Featuring Will Riggall (Clime Asset Management), Chris Adams (Infinity Asset Management) & Mathew Jeremy (Caravel Consulting Services)
12.30pm - 1:00pm

Structuring the Defensive part of the portfolio

Featuring Rebecca Jacques (Mercer), Brendan Paul (Atrium Investment Management), David Berthon-Jones (Aequitas) & Michael Frearson (Real Asset Management)
1.00pm - 1.30pm

Is climate change creating a new asset class?

Featuring John Woods and Leah Willis (Australian Ethical), Vaughan Smith (Kofkin Bond) and Michael Blayney (Pendal Group)

IMAP thanks our Melbourne Hosts & Speakers

Jason Brown
Jason BrownHead of Platforms Distribution - BT Financial Group
 Andrew Garrett, CFA CAIA
Andrew Garrett, CFA CAIAInvestment Director - Perpetual
Ashley Owen, CFA
Ashley Owen, CFADirector & Founder - Owen Analytics
Brendan Paul
Brendan Paul Senior Portfolio Manager Co-head of Multi Asset - Atrium Investment Management
Cameron Gleeson
Cameron Gleeson Senior Investment Strategist - BetaShares
Chris Adams
Chris Adams Portfolio Manager - Infinity Asset Management
Chris Lioutas
Chris Lioutas Chief Executive Officer - Insight Investment Consultants
Chris West
Chris WestCo-founder & Principal Consultant - Context Capital
Damon Mumford
Damon Mumford Fund Manager - Dexus Core Property Fund
Daniel Choo, CFA
Daniel Choo, CFA Director, Head of Multi-Asset, Asia Pacific - Russell Investments
David Berthon-Jones, CFA
David Berthon-Jones, CFAJoint Chief Investment Officer - Aequitas Investment Partners
David Wanis
David WanisFounding Partner & CIO and Portfolio Manager - Longwave Capital
Dermot Ryan
Dermot RyanPortfolio Manager/Analyst - Renaissance Smaller Companies
Dominic McCormick
Dominic McCormickInvestment Consultant
Dinyar Irani
Dinyar Irani Chairman & Co-Chief Investment Officer - Innova Asset Management
Geoff Greetham, CPA, CFP
Geoff Greetham, CPA, CFPExecutive Director & Co-Founder - Accordius
Hamish Tadgell
Hamish TadgellPortfolio Manager at SG Hiscock & Company.
Isaac Poole, PhD CIMA®
Isaac Poole, PhD CIMA® Chief Investment Officer - Oreana Financial Services
Jameson Coombs
Jameson CoombsEconomist - Westpac Group
Jarek Kowcza
Jarek KowczaSenior Economist - Westpac Group
Jason Horn
Jason Horn Head of Wealth Solutions, Australasia - Blackrock
Jeff Mitchell
Jeff MitchellChief Investment Officer - Infocus Securities
 John Woods, CFA
John Woods, CFADeputy CIO & Head of Multi Assets - Australian Ethical
Jonathan Ramsay
Jonathan Ramsay Director - Investsense
Julie Ballard
Julie Ballard Director of Channel Management - Australia & NZ at S&P Dow Jones Indices
Leah Willis
Leah Willis Head of Client Relationship (National) Australian Ethical
Louis Christopher
Louis Christopher Managing Director - SQM Research
Mary Power
Mary Power Principal Consultant - JANA Investment Advisors
Mathew Jeremy
Mathew Jeremy Managing Director - Caravel Consulting Services
Matthew Swieconek
Matthew SwieconekHead of Investment Relations
Michael Blayney
Michael Blayney Head of Multi-Asset - Pendal Group
 Michael Frearson, CFA
Michael Frearson, CFADirector & Head of Fixed Income - Real Asset Management
Monik Kotecha
Monik KotechaChief Investment Officer, Insync Funds Management
Nick Schoenmaker, CFA, FRM
Nick Schoenmaker, CFA, FRM Client Portfolio Manager - Drummond Capital Partners
Nick Langley
Nick Langley Managing Director & Portfolio Manager - ClearBridge Investments
Peter Bell
Peter BellCo-founder & Director - Bellmont Securities
Rebecca Jacques
Rebecca JacquesWealth - Head of Portfolio Solutions - Mercer
Rob da Silva
Rob da Silva Investment Consultant
Rob Makdissi
Rob Makdissi Investment Manager - Akambo Financial Group
Steven Tang
Steven TangHead of Consulting - Zenith Partners
Tim Hext
Tim HextHead of Government Bond Strategies - Pendal Group
Vaughan Smith
Vaughan Smith Authorised Representative - Count Financial
Victor Huang BCOM, BSCI, FIAA
Victor Huang BCOM, BSCI, FIAAPrincipal and Head of Investment Solutions - Asia-Pacific Sydney - Milliman
Wayne Chatterjee, CFA
Wayne Chatterjee, CFAHead of Alternative Asset Research Morgan Stanley
Will Riggall
Will Riggall Chief Investment Officer - Cllime Investment Management

Meet the IMAP Team

Toby Potter
Toby PotterChair
Jenny Phimleut
Jenny Phimleut Program Director
David McDonald, CFA
David McDonald, CFAInvestment Specialist

IMAP Contact Details

Email Address:

Phone: +61 2 8003 4147 

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0414 443 236