IMAP Independent Thought Conference 5 & 17 September 2024
IMAP Independent Thought Conference 5 & 12 September 2023

Thank you to everyone who attended, presented and supported this event through sposnorship at the 2024 IMAP's Independent Thought Conference in both Melbourne and Sydney.

We we shortly have a range of articles on a selection of the topics covering the latest in thinking of how investment managers & decision makers plan to steer their investors' portfolios through a new era of lower inflation and reducing interest rates. Topics covered include:

  • Customising portfolios
  • How we build retirement portfolios
  • Global outlook for medium term returns & setting the portfolio
  • Harnessing managed accounts to demonstrate your value to clients

We appreciate your contributions and support

The IMAP team (Toby, Jenny, Lucie and Craig)

Select Sydney (or Melbourne) to view the relevant Program & Speakers

8.30am - 8.45am

Introduction

Toby Potter (IMAP) & Frances Taylor (Colonial First State)
8.45am - 9.15am

Yes we believe in Active, here's how we know it works

Hosted by Paul Saliba (SQM Research). Panellists are Jason Petras (Resonant Asset Management) and Sudhir Kissun (Allan Gray)
9.15am - 9.45am

Managing through Factors

Hosted by Vinnie Wadhera (Betashares). Panellists are Cameron Gleeson (Betashares), Steve Garth (Principia Asset Management) & Michael Furey (Delta Research and Advisory)
9.45am - 10.15am
10.15am - 10.45am
10.45am - 11.15am

Managed Account reporting and benchmarking

Hosted by Julie Ballard (S&P Dow Jones Indices). Panellists are Tim Farrelly (Farrelly's Investment Strategies) & Sarkis Tepeli (Frontier Advisors)
11.15am – 11.45am
11.45am - 12.15pm

Segmenting the opportunities in property

Hosted by Marius Wentzel (Dexus). Panellists are Chris Davitt (Dexus) & Jennifer Cowan (JANA Investment Advisers)
12.15pm - 12:45pm

My allocation to Australian Equities

Hosted by Blake Hesford (MLC Asset Management). Panellists are John Guadagnuolo (Antares Equities), Melinda White (Longwave) & Martin Crabb (Shaw & Partners)
12.45pm - 1.15pm

My allocation to Growth alternatives & what they offer

Hosted by Kieran Canavan (Centric). Panellists are Frederick Pollock (GCM Grosvenor) & Alexander Chambers (Wellington)
1.15pm - 1.45pm

My allocation to Global Equities

Hosted by Will Dougall (Pengana). Panellists are Tim Richardson (Pengana), Hugh MacNally (PPM) and James Harwood (Russell Investments)
8.30am - 8.45am

Introduction

Toby Potter (IMAP) & Daniel Vanderzeil (Colonial First State)
8.45am - 9.00am

The View from London

Monik Kotecha (Insync)
9.00am - 9.30am

Portfolio Customisation - the Problem, the Solution and the Benefits

Hosted by Sarah McCarthy (AMP Advice) . Panellists are Beatrice Yeo (BlackRock) and Eleanor Menniti (Lonsec)
9.30am - 10.00am
10.00am - 10.30am
10.30am - 11.00am

How we build retirement portfolios

Hosted by Durand Oliver (Milliman). Panellists are Victor Huang (Milliman) & Tim Cook (Russell Investments)
11.00am - 11.30am

Fixed income assets in a period of uncertain inflation

Hosted by Laurice Considine (Pendal). Panellists are Dale Pereira (Pendal) & Michael Frearson (Real Asset Management)
11.30am – 12.00pm
12.00pm - 12.15pm

The view from Beijing

Presented by Yan Wang (Alpine Macro)
12.15pm - 12:45pm

Here's the right allocation to defensive alternatives

Hosted by Toby Potter (IMAP). Panellists are Graeme Bibby (Partners Private), Ruben Bock (Akambo) & Rafio Khan (Innova Asset Management).
12.45pm - 1.15pm

Picking a Good Private Credit option

Hosted by Tom Schubert (Drummond Capital Partners). Panellists are Alex Ramsay (Infradebt) and Theo Calligeris (Realm Investment House)
1.15pm - 1.45pm

Our outlook for medium term returns and setting the portfolio accordingly from a global perspective

Hosted by Dominic McCormick. Fireside chat with Dominic McCormick & Richard Rauch (Brandywine)
1.45pm - 2.00pm
Alex Ramsey<br>
Alex Ramsey
Co-founder & Investment Director
Infradebt
Alexander Chambers <br>
Alexander Chambers
VP & Director of Alternatives, Hedge Funds APAC
Wellington Management
Beatrice Yeo, CFA <br>
Beatrice Yeo, CFA
Strategist, Multi-Asset Strategies & Solutions Group
BlackRock Australasia
Blake Hesford <br>
Blake Hesford
National Sales Manager - Boutiques & Alternatives
MLC Asset Management
Cameron Gleeson<br>
Cameron Gleeson
Senior Investment Strategist
Betashares
Christopher Davitt
Christopher DavittFund Manager - Wholesale Australian Property Fund
Dexus
Dale Pereira<br>
Dale Pereira
Head of Client Solutions
Pendal
Dominic McCormick
Dominic McCormick Investment Consultant
Durand Oliver<br>
Durand Oliver
Head of Distribution
Milliman
Eleanor Menniti CIMA<br>
Eleanor Menniti CIMA
Associate Portfolio Manager, Multi-Asset Portfolios
Lonsec
Frederick Pollock<br>
Frederick Pollock
Chief Investment Officer
GCM Grosvenor
Graeme Bibby
Graeme Bibby Chief Investment Officer
Partners Private
Hugh MacNally<br>
Hugh MacNally
Director & Founder
Private Portfolio Managers
James Harwood<br>
James Harwood
Director, Senior Portfolio Manager
Russell Investments
Jason Petrasts<br>
Jason Petrasts
Director Investments
Resonant Asset Management
Jennifer Cowan <br>
Jennifer Cowan
Senior Consultant
JANA
John Guadagnuolo<br>
John Guadagnuolo
Head of Fundamentals/ Portfolio Manager
Antares Equities
Julie Ballard
Julie Ballard Director of Channel Management - Australia & NZ at S&P Dow Jones Indices
Kieran Canavan<br>
Kieran Canavan
Chief Investment Officer
Centric Wealth
 Laurice Considine<br>
Laurice Considine
Head Of Strategic Accounts &Asset Consultant
Perpetual
Martin Crabb<br>
Martin Crabb
Chief Investment Officer
Shaw & Partners
Marius Wentzel
Marius WentzelHead of Client Solutions & Distribution
Dexus
Melinda White<br>
Melinda White
Equity Portfolio Manager
Longwave Capital
Michael Frearson
Michael FrearsonDirector, Head of Fixed Income
Real Asset Management
Michael Furey <br>
Michael Furey
Investment Consultant / Principal
Delta Research & Advisory
Monik Kotecha<br>
Monik Kotecha
Chief Investment Officer
Insync Funds Management
Paul Saliba <br>
Paul Saliba
Sector Head Equities & Fixed Income Fund Research
SQM Research
Rafio Khan
Rafio Khan Deputy Portfolio Manager & Research Analyst
Innova Asset Management
Richard Rauch
Richard RauchInvestment Director
Brandywine Global Investment Management
Ritesh Prasad<br>
Ritesh Prasad
Multi Sector Portfolio Manager
Colonial First State
 Ruben Bock, CFA<br>
Ruben Bock, CFA
Investment Manager
Akambo
 Sarah McCarthy CFP®
Sarah McCarthy CFP®Head of Research Services
AMP Investments
Sarkis Tepeli<br>
Sarkis Tepeli
Head of Emerging Institutions
Frontier Advisors
Dr Steve Garth<br>
Dr Steve Garth
Principal
Principia Investment Consultants
Sudhir Kissun, CFA<br>
Sudhir Kissun, CFA
Analyst
Allan Gray
Theodore Calligeris<br>
Theodore Calligeris
Portfolio Manager
Realm
Tim Cook
Tim CookHead of Client Strategy & Implemented Consulting
Russell Investments
Tim Farrelly
Tim Farrelly Founder
farrelly's
Tim Richardson
Tim RichardsonInvestment Specialist, Global Equities - Pengana
Tom Schubert
Tom Schubert Managing Partner & Portfolio Manager
Drummond Capital Partners
Yan Wang, CFA <br>
Yan Wang, CFA
Chief Emerging Markets & China Strategist
Alpine Macro
Victor Huang
Victor HuangPrincipal & Head of Investment Solutions Asia-Pacific- Milliman
Vinnie Wadhera<br>
Vinnie Wadhera
Executive Director - Institutional & Adviser Business
Betashares
Will Dougall<br>
Will Dougall
Business Development Associate
Pengana

Venue Details - Sydney Tuesday 17th September 2024

The Amora Hotel

Whiteley Ballroom
11 Jamison Street
Sydney CBD

See the venue website for more details 
https://www.amorahotels.com/sydney/

 

 

www.hiltonsydney.com.au
IMAP Independent Thought Conference 5 & 17 September 2024

Meet the IMAP Team

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

IMAP Contact Details

Email Address: support@imap.com.au

Phone: +61 2 8003 4147 

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Phone
0414 443 236