2017 Portfolio Management Presentations & Videos

Welcome and opening introduction - IMAP's Portfolio Management of Managed Accounts Conference 

Managed Accounts are now a substantial and growing part of the investment market, deserving of the best in Portfolio Management

By Toby Potter – Chair of IMAP

Session 1 - Keynote  speaker - Sherise Mercer, Head of Client Strategy - Macquarie

Subject:  Maximising the Management Accounts Opportunity


Session 2 - Panel  Discussion Moderator: Dominic McCormick,  Select Asset Management. Panelists: David Bassanese,  Betashares; Jon Reilly,  Implemented Portfolios

Turning Investment Return Expectations into Portfolio Construction

Session 3  - Investment Lessons Learnt in Establishing and Running Managed Accounts

Moderator: Laird Abernethy  CFS

Panelists: Paul Saliba  IOOF, Justin McLaughlin  Clearview

Session 4  - Asset Allocation in a Managed Account Portfolio Context  ...  How Dynamic Can You Be?

ynote Speaker - Andrew Lil  Morningstar

Session 5  - Goals Based Advice  What Impact Does it Have in Operating Managed Accounts

Moderator: Rebecca Jacques AGBA
Panelists: Thomas Bignill  Mason Stevens; Gareth Jakeman Praescius Financial


Session 6  - How do Platforms Conduct Due Diligence on Potential SMA Model Portfolios

Moderator: Angela Ashton, Director - Evergreen Consultants

Panelists: Martin Morris, Head of Distribution - Praemium; Bianca de Melo, Head of Managed Account Product - Macquarie

Session 7  - The Fastest Growing Sector in the Wealth Industry

Keynore Speaker - Daniel Toohey, Executive Director - Morgan Stanley


Session 8  - Implementation in Managed Accounts -  What Does Best Execution Look Like?

Moderator: Brett Sanders Philo Capital  
Panelists: David Heather, managedaccounts.com.au, Scott Webster  UBS


Session 9  - Leveraging the Benefits of Infrastructure and Property in a Managed Account

Panel Moderator: Kunal Kotwal, Senior Analyst - Morningstar

Panelists: Manuel Damianakis, Head of Retail Business - AMP Capital; Carlos Cocaro, Managing Director - Renaissance Asset Management

Session 10 - Listed Investment Choices  Transforming Managed Accounts

Panel Moderator: Chris Lioutas, Director & Owner - Insight Investment Consultants

Panelists: Frank Casarotti, General Manager Magellan, Vinnie Wahdera, Director Betashares


Session 11  Meeting Retirement Income Objectives Through Managed Accounts

Panel Moderator - Hendrie Koster, Nikko Asset Management
Panelists: Lukasz de Pourbaix, CIO - Lonsec; Will Baylis - Multi Strategy Portfolio Manager, Martin Currie

Session 12  Investment Managements Future

Keynote Speaker: Geoff Lloyd, Managing Director & CEO - Perpetual

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