Past Events

Here you will find full details of past IMAP events

You can view recordings of select events on IMAP's YouTube channel or via the IMAP video library.

2024 Events

IMAP Webinar series: Investing outside the mainstream

Monday webinar - Illiquid Investments

Paul Saliba SQM Research

John Julian Dexus

Michael Karagianis JANA Investment Advisers

View Monday's webinar

Download slides

Tuesday webinar - Private Markets 

Paul Saliba SQM Research

Russel Pillemer Pengana Capital

Zivan Wong MLC Asset Management

View Tuesday's webinar

Download Tuesday's slides


Wednesday webinar - How do we assess the quality of investment management and the role in portfolios?

Chetan Trehan SQM Research

Jason Petras Resonant Asset Management

Lachlan Brumby Russell Investments

View Wednesday's webinar

Download Wednesday's slides

2023 Events

IMAP Webinar - Making a success of introducing a Managed Account : Platforms and Administration

The second in this IMAP Specialist Webinar Series focuses on Managed Account Platform and Administration and features Julian Lefcovitch - North, Matt Swieconek - Findex and Simon Wu - Quest Asset Partners.

View the webinar recording on IMAP's YouTube Channel

 Read the article about this webinar on IMAP Perspectives

2022 Events

9th December 2022 - Webinar: The Advantages of being a Boutique Manager - Alternatives
  • As a boutique manager running diversified portfolios, what is your investment philosophy and process?

    How do you define the alternatives universe in the context of Managed Accounts?

What practical considerations are there in the implementation of your Alternatives strategy?

How is your alternative portfolio positioned and constructed now given rising interest rates and the volatile market environment?

Presented by;

Dinyar Irani,  Innova Asset Management
David Matesic, Atrium Investment Management
Shane Hawke, Oreana Portfolio Advisory Service

Series Moderated by Nigel Douglas, Douglas Funds Consulting

View Recording


2021 Events

13th,15th & 17th December 2021 - Specialist Webinar Series: Investing in Disruption

Monday 13th December
Bitcoin, the other cryptos and Blockchain
• Is crypto just a fools’ bubble?
• What role can bitcoin play for investors?
• What do “miners” really do?

Presented by Greg Hobart of Monochrome Asset Management and Heath Behncke of Holon Global Investments

Watch recording

Download slides

Wednesday 15th December
Use of Artificial Intelligence and machine learning in Portfolio Management
• Is this “Man vs machine” in the analysts’ lounge?
• What role will AI play for investment managers?
• Does AI work?

Presented by Dr David Allen of Plato Investment Management and Dr James Yang of Coolabah Capital Investments

Watch recording

Download slides

Friday 17th December
What role will the disrupters and disruptive technology play in Portfolio Management?
• Are crypto currencies a new, uncorrelated asset class?
• Is there a “picks and shovels” strategy for portfolio managers?
• Does AI change the way portfolio managers think about portfolio construction?

Presented by Cameron Gleeson of BetaShares, David Wanis of Longwave Capital and Dr Jerome Lander of WealthLander

Watch recording

Download slides

Series Moderated by Rob da Silva, SQM Research 

2020 Events

2019 Events

27th - 29th November 2019 - IMAP's Managed Accounts Hub Expo supporting the FPA Congress 2019 - Melbourne

IMAP's Managed Account Zone at the 2019 FPA Congress again provided an excellent means of advisers and licensees to talk and connect with service providers in the Managed Account space in the context of all the content discussed at the Congress in sessions and networking.

Thank you to all congress delegates who supported the following managed account service providers by visiting the Managed Accounts Zone.


AMP                       Capital International Colonial FIrst State
Investsense Elston FE fund info
Philo Capital Xplore Wealth  

Read More about the FPA Congress


2018 Events

6 December 2018 Webinar - Advice in a post Royal Commission world

The Royal Commission has raised a number of issues which may affect the basic requirements for advice businesses.

We heard from Simon Carrodus – The Fold Legal – about the questions the Royal Commission is asking of all advice businesses and then Tom Bignill - Mason Stevens - discussed how he sees adviser groups responding already.

CPD Accredited courtesy of Mason Stevens.

Click here for presentations in PDF format
Click here for recording

2017 Events

5 December 2017 InvestTech

Tuesday 5 December 2017  InvestTech Investment Technology Conference (Sydney

InvestTech 2017 is the event where the advice and investment professions meet the technology providers.

Advice and investment are in transition and technology is driving that change, because they have to determine what technology they use to:

  1. Produce and deliver advice
  2. Manage client portfolios
  3. Implement and administer portfolios
  4. Charge fees
  5. Report to clients

Managed accounts are at the forefront of technology change. Businesses can choose among over 50 technology suppliers with live options for the advice and investment profession running managed account portfolios.

Whether it’s the integrated options from platform providers or the specialist functionality which technology providers offer meet specific needs – technology is helping advisers and managers reshape their services.

InvestTech 2017 is the event where the advice and investment professions meet the technology providers. 

Click here to link to speaker profiles,  the programme (presentations are to be found next to the speakers name) 

Managed accounts are at the forefront of technology change with over 50 technology suppliers servicing the advice and investment profession running managed account portfolios to reshape their services with integrated options from platform providers and specialist functionality.

Who was presenting at InvestTech?

- Major local platforms with technology and administration
- Global technology specialists
- Global managers showcasing US and European capability
- The Australian fintechs including those who have just started their journey of disruption.

Who attended InvestTech?
- Advice business principals – thinking about what their business will look in 5 years
- Chief Technology officers from advice and investment businesses
- Investment teams wanting to understand how technology will change what they do

2016 Events

IOOF Webinar Using bonds through a Separately Managed Account

15th November 2016 IOOF Webinar Using bonds through a Separately Managed Account to meet your clients’ income needs Webinar sponsored by IOOF

Presented by Alwyn Hung, Portfolio Manager - Fixed Income, Mason Stevens 

In this low growth environment where managed fund distributions are not guaranteed and difficult to measure and the potential for rate rises to create capital losses is high, an alternative investment strategy may be required in order to meet client financial objectives, where capital stability and certainty of cash flows is paramount.

This webinar provided information about direct ownership of a bond portfolio and how it can be an available and cost effective way to gain exposure to fixed income. It covered:

  1. alternative and cost effective fixed income solutions.
  2. knowledge about differentiating the structural risks and benefits between managed funds and direct investing.
  3. understanding about how bonds work within a Separately Managed Account.
  4. the right (and simple) fixed income solution to meet your clients’ goals based on their life stage.

All attendees received a copy the Mason Stevens Whitepaper: Distinguishing Risks between Managed Funds and Direct Ownership – a look at fixed income.

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