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?
Keynote 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