Claim OwnershipIMAP Podcast Series - Independent Thought
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© 2026 IMAP Podcast Series - Independent Thought
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The Institute of Managed Account Professional's role (IMAP) is to be the industry organisation for advisers, managers, providers & businesses actively involved in offering or supporting Managed Accounts. Our goals are to assist managed account professionals by providing: - Information via news, email updates, website & articles- Education - through events, webinars, conferences, & podcast- Representation - to regulators such as ASIC and FASEA
46 Episodes
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This episode join our host Emily Barlow (Perpetual Private) with Michael Karagianis (JANA) and Adrian Vidotto (Strategic Wealth) as they discuss: The partnership between JANA and Strategic Wealth Why MDA's have become central to Strategic Wealth's modelEmerging themes shaping their advice approach
Join our host Emily Barlow (Perpetual Private) and Diana Phillips (Baillie Gifford) as they discuss; Identifying rare companies capable of delivering outsized long-term growthWhether the recent broadening of market leadership beyond mega-caps is changing opportunity setsThe gap between AI’s productivity promise and its real-world impact on businessesThe recent software sell-off and debate around AI disrupting traditional SaaS modelsHow geopolitical tensions and market rotations may shape long...
Join our host Emily Barlow (Perpetual Private) & Geopolitical Strategist Thomas Mucha (Wellington Management) as they discuss: How geopolitics is now a major driver of markets and portfolio riskCompeting global blocs, especially US–China tensions, and how they are reshaping asset allocationHow US regional focus and supply-chain shifts are changing emerging market dynamicsKey market influences such as Europe, energy security and climate policyRising geopolitical risk and how it is re...
Join our host Emily Barlow (Perpetual Private) and Chris Adams (Infinity Asset Management) as they discuss: The Return of Small and Mid CapsFinding Opportunity Beyond Large CapsIncome, Franking and Growth Trade-offsWhere Small Cap Value Is AppearingManaging Volatility and Future RisksInfinity Asset Management are the winners of the 2025 IMAP Managed Account award for best Australian Equities Small Cap manager
Join our host Emily Barlow (Perpetual Private) and Alex Ventelon (Morgan Stanley) as they discuss: From Assumptions to Action – Inside the Investment ProcessPositioning for Today’s MarketsWhen to Go Active and When to Stay PassiveThe Role of AlternativesTurning local - AustraliaOutlook for 2026Morgan Stanley are the winners of the 2025 IMAP Managed Account award for Licensee and Multi-asset categories.
Delian Entchev & Alasdair Kingham from Aoris Investment Management join our host Emily Barlow (Perpetual Private) to discuss International Equities: What’s Driving MarketsAoris’s Lens on Quality and ValuationWhere Aoris is Finding ValueInvestor Behaviour and OutlookAoris Investment Management are the winners of the 2025 IMAP Managed Account award for International equities.
Join our host Emily Barlow (Perpetual Private) and Charlie Callan (BondAdviser) our Fixed Interest Category Winner at the IMAP Managed Account Awards 2025. They discuss; The key changes they are seeing in the Australian fixed interest market right now AT1 hybrids are trading at post-GFC tights, with Big Four margins around +185bps. What’s driving this demand-supply imbalance?How investors think about liquidity and volatility riskTier 2 spreads have compressed too far, partly due to...
Join Mark Mazzarella (Dexus) & our host Emily Barlow (Perpetual Private) as they discuss: Key differences between listed and unlisted propertyThe role of REITs in balanced and income-focused portfoliosPositioning AREITs & Global REITs vs bonds, hybrids, and unlisted trustsValue of diversifying across domestic and global exposuresImpact of rates, macro trends, and why listed property looks attractive now
Join our host Scott Fletcher (Woodbury Financial Services) accompanied by Nehemiah Richardson (Pengana) & Sarang Kulkarni (Vanguard Active Global Credit Bond fund) discussing: Thinking about portfolio constructionBenefits and challenges of investing globally vs investing in domestic credit marketsMacro and fundamental backdrop for global credit investing over the year aheadPublic vs private credit … or both?
Bert van Manen MP (Federal Member for Forde) & Pedro Marin Ramirez (Marin Wealth) discuss: - The biggest inefficiencies in the financial advice process today - Improving regulation around the creation of advice - Legislation in response to The Quality of Advice Review - What impact a new class of advisers might have (superannuation funds and insurance) Hosted by Emily Barlow (Perpetual Private)
Julie Ballard (S&P Dow Jones Indices) and Tim Farrelly (Farrelly's Investment Strategies) discuss: - Benchmarking managed accounts in Australia today - Specific challenges facing advisers when reviewing managed account performance - How can advisers approach benchmarking for portfolios with allocations to alternatives? - How should advisers balance performance with risk management? & more Hosted by Emily Barlow (Perpetual Private)
Join Chad Hitzeman (GlobalX), David Wanis (Longwave Capital Partners) and Emily Barlow (Perpetual) discussing: - Active vs passive - Is passive and active black & white? - The impact of ETFs - Trends, what's here to stay? Moderated by Emily Barlow.
Emily Barlow (Perpetual Private) & Glen Foster (Atrium) discuss risk management, including: How do you define risk?Are there risks you are more or less focussed on?How does this play through into portfolio construction?& more...
Join Emily Barlow (Perpetual Private) accompanied by Matt Walker (Dynamic Asset) and Alex Cousley (Russell Investments) for an interesting conversation on goals based investing. Key points covered are: A personalised approach to managing wealthImplications on portfolio constructionThe market outlook and more....
Join Emily Barlow (Perpetual Private) accompanied by Alex Ramsey (Infradebt), and Matt Macreadie (Income Asset Management Group) for an insightful discussion on fixed income investing. They explore: The pros and cons of direct investing versus funds and whether there is room for both approaches The role of green bonds and infrastructure debt How investors should be positioning the defensive part of their portfolio Areas investors should be avoiding at this point in the market cycle &...
Hosted by Emily Barlow (Perpetual Private), joined by Rowan Stewart (Aequitas) and Ben Drury (Baillie Gifford) Are equities overvalued and should investors be repositioning their portfolios?Does Growth face headwinds in a higher for longer interest rate environment?Is the magnificent 7 a bubble that’s about to burst?
Damon Riscalla who is National Head of Practice Development for Betashares discusses his insights about how to run the best advice practice. Changing with clients over timeDeveloping a business plan that helps youDeveloping your niche/strengthsKnowing when to let clients goManaging referrals wellModerated by David McDonald, CFA of IMAP
Craig Lazzara, CFA is Managing Director and Emeritus Global Head of the Index Investment Strategy Group at S&P Dow Jones Index based in the USA and spoke with IMAP during his time in Australia Craig spoke to S&P DJI research showing that index investors have an above-average chance of achieving above-average investment results.He debates his view that most active managers under-perform most of the time, with any out-performance tending to be temporary. The effect of transac...
James Kingston of Blackrock and Pedro Marin Ramirez, CFP of Marin Wealth discuss tomorrow's clients. Who are they?The rise in unexpected demographicsWhat are the needs of these clients?How to connect with clients families for ongoing support. Social media and tomorrows clients Moderated by David McDonald, CFA of IMAP
Susan Chenoweth, PMESA - Head of Philanthropic Services and Lynda McKie CFP Senior Private Weath advisor from Elston (one of Australia's largest privately owned and operated financial services companies) talk about the reasons for Philanthropy increasingly being a topic of interest to clients : the reasons for the growing demand for assistance with Philanthropyidentifying clients with interest in this areahow and when to discuss Philanthropy with clientsoptions to pres...
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