2024's Advice in Action puts the use of tech and digitisation in the spotlight for Advisers & Clients

Reaching "best practice" level in a digitalised advice business

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.

WHEN & WHERE

23rd July 2024 - Melbourne CBD - "Zinc"
25th July 2024 - Sydney CBD - "Amora on Jamison"
 

8.30am - 8.40am

Introduction

Toby Potter (IMAP) introduces Mike Pope (La Vista Licensee Solutions) MC for this conference
8.40am - 8.55am

The AI Tech stack (Melbourne)

Gavin Fernandes (IBM)
8.55am - 9.25am

Pitfalls and Opportunities of Outsourcing

Brent Bevan (MLC Asset Management), Kyle Lidbury (Perpetual Private) & David Bainbridge (Lifestyle Asset Management). Moderated by Toby Potter (IMAP)
9.25am - 9.55am

The role of advisers in monitoring underperformance (Sydney) / Rest in Peace QE, enter the golden age for bonds (Melbourne)

Leah Sciacca (ASIC) - Sydney / Rugby Kliousis & Paul Benson (Insight Investment) -Melbourne
9.55am - 10.25am
10.25am - 10.55am

Real life examples of practices having implemented Managed Accounts on a scale

In Sydney Michelle Krig (CFS) & Craig Emanuel (Emanuel Whybourne & Loehr) (EWL) & in Melbourne Daniel Vanderzeil (CFS) &Ty Cockle (Financial Foundations Australia)
10.55am - 11.25am
11.25am - 11.55am

Portfolio Customisation - the Problem, the Solution and the Benefits

Panel discussion by Uwe Helmes and Beatrice Yeo Blackrock, Julian Lefcovitch North & Eleanor Menniti (Lonsec). Moderated by Sarah McCarthy (AMP Investments)
11.55am - 12.15pm
12.15pm - 12.30pm

Melbourne - How AI is used in Advice / Sydney - Optimising client engagement

Ramana Mysore (Datasenz) in Melbourne & Allan Whatmore (Growth Studio Agency) in Sydney
12.30pm – 1.00pm

Lunch Keynote: Digital First Business

Martin Morris (Centric)
1.00pm - 1.30pm

Accommodating Illiquid Assets for your client

Adrian Vidotto (Strategic Wealth) & Duncan Smith (JANA Investment Advisers) in Melbourne / Danny Wong (Alteris) and Michael Karagianis (JANA Investment Advisers) in Sydney
1.30pm - 2.00pm

What it Takes to be a Superior Rated Managed Account – and Why it Matters

Chetan Trehan and Matt Hattersley (SQM Research)

IMAP thanks our Event Sponsors

Introducing Our Conference Presenters

Mike Pope, CFP
Mike Pope, CFPGeneral Manager Licensee Solutions
Centrepoint Alliance
Adrian Vidotto, CFP<br>
Adrian Vidotto, CFP
Partner
Strategic Wealth
Allan Whatmore <br>
Allan Whatmore
Founder & Chief Growth Officer
Growth Studio Agency
Beatrice Yeo, CFA <br>
Beatrice Yeo, CFA
Strategist, Multi-Asset Strategies & Solutions Group, BlackRock Australasia
Brent Bevan<br>
Brent Bevan
Head of Investment Consulting (Managed Accounts) - MLC Asset Management
Chetan Trehan<br>
Chetan Trehan
Sector Head of Real Assets, Alternatives, & Multi-Asset SMAs - SQM Research
Craig Emanuel<br>
Craig Emanuel
Managing Partner
Emanuel Whybourne & Loeh
Damon Riscalla
Damon Riscalla National Head of Practice Development
Betashares
Danny Wong <br>
Danny Wong
Manager Research
Alteris Financial Group
David Bainbridge, CFS<br>
David Bainbridge, CFS
Certified Financial Strategist
Lifestyle Asset Management
Duncan Smith, CPA <br>
Duncan Smith, CPA
General Manager, Client Relationship Management – Melb
JANA
Eleanor Menniti CIMA<br>
Eleanor Menniti CIMA
Associate Portfolio Manager, Multi-Asset Portfolios
Lonsec
Julian Lefcovitch<br>
Julian Lefcovitch
Senior Product Manager, Managed Portfolios
North
Kyle Lidbury <br>CFA
Kyle Lidbury
CFA
Head of Investment Research, Perpetual Private
Leah Sciacca<br>
Leah Sciacca
Senior Executive Leader, Financial Advice & Investment Management - ASIC
Martin Morris<br>
Martin Morris
Chief Client Officer
Centric Wealth
Matt Hattersley<br>
Matt Hattersley
Head of Dealer Group Engagement - SQM Research
Michael Karagianis<br>
Michael Karagianis
Senior Consultant - JANA Investment Advisors
Paul Benson, CFA, CAIA<br>
Paul Benson, CFA, CAIA
Head of Systematic Fixed Income
Insight Investment USA
Ramana Mysore<br>
Ramana Mysore
Co-Founder & CTO
Data Senz
Rugby Kliousis<br>
Rugby Kliousis
Business Development Manager
Insight Investment
Sarah McCarthy, CFP<br>
Sarah McCarthy, CFP
Head of Research Services
AMP Investments
Ty Cockle B.Ed, CFP, SSA, Adv Dip FP <br>
Ty Cockle B.Ed, CFP, SSA, Adv Dip FP
CEO & Financial Adviser
Financial Foundations Australia
Uwe Helmes, CFA <br>
Uwe Helmes, CFA
Lead Strategist, Multi-Asset Strategies & Solutions Group, BlackRock Australasia

Venue Details - Melbourne 23rd July 2024

IMAP's Advice in Action 2024 Conference in Melbourne is being held at "Zinc" located in Federation Square, Cnr Princes Walk & Russell Streets, Melbourne
Phone 03 8637 0333
Contact information and full details for the conference venue can be found on their website...  Link to Zinc's Website


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Venue Details - Sydney 25th July 2024

IMAP's Advice in Action 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

https://www.amorahotels.com/sydney/

 

www.hiltonsydney.com.au

Meet the IMAP Team

Toby Potter
Toby PotterChair
Jenny Phimleut
Jenny Phimleut Program Director
Lucie Bradley
Lucie BradleyEvents & Communications - IMAP

IMAP Contact Details

Email Address: support@imap.com.au

Phone: +61 2 8003 4147 

Contact us

Email
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Phone
0414 443 236