Claim OwnershipIMAP Podcast Series - Independent Thought
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© 2024 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
31 Episodes
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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 AustraliaCraig 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 transaction costs contributing to the net performance difficulties for active investment managementThe use of wider dispersion across assets as a way to measure the potential value of stock selection ability to construct an index-beating portfolio Moderated by David McDonald, CFA of IMAP
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 presentModerated by David McDonald, CFA of IMAP
Will Riggall (Clime Investment Management) and Matthew Rencken (James Street Advisors) discuss: The challenges of running investment management within a diversified financial services businessTypical HNW clients and their needsHow do investment objectives and needs of HNW differ from other clients?HNW objectives: ESG, income, use of alternativesManaging the compromise between efficiency and high service requirementsThe interaction between the investment team and advisersModerated by David McDonald (IMAP)
Alex Ventelon (Morgan Stanley) discusses:Interest rates: are RBA and Fed finished. Have they gone too far - is recession likelyCan inflation return to target soon or are we in for an extended period of 3-4% inflation (or higher)Asset allocation views at presentDomestic vs international exposure in equities and bondsExpected returns for portfolios over the next few yearsModerated by David Mcdonald (IMAP)
Jenny Mulders - Chair of the IMAP Regulatory Group (Source Services), Jesse Vermiglio (Holley Nethercote) and Simon Carrodus (Hamilton Locke) from IMAPs Regulatory Group discuss:- Different obligations for different managed account structures- Complaints management- Target Market Determinations (TMDs) Moderated by David McDonald, CFA - IMAP
Charles Hamieh (ClearBridge Investments) & Greg Pease (Evidentia Group) discuss: How infrastructure performs under different economic conditionsProspects for dividend growthESG implications Defensive qualities of infrastructureModerated by David McDonald, CFA (IMAP)
Steve Hiscock of SG Hiscock discusses Why active management works. What is active and what is passive?The role of ETFs and their increasing popularity The rise of new methods of investing The role of financial advisors and asset consultants and how this has changedHave client needs changed? Residential property and the sharp rise in interest rates Property sector - is it the end of the office?
Dr Shane Oliver - Head of Investment Strategy and Economics and Chief Economist, AMP Investments discusses:- High inflation and its aftermath, how it affects expectations and the challenge of getting interest rates back down, along with lags in monetary policy impacts. - Whether the RBA and other central banks have done enough is a judgement call. Upcoming retail sales and jobs data are critical in this.
This podcast examines;How alternatives perform during market volatilityWhether private investors should be allocating to alternativesHow to meet income needs with alternativesHow alternatives can be accessed by retail investorsWhether alternatives offer an uncorrelated option to bonds and equitiesHow higher interest rates and inflation impact alternatives Featuring Mathew Kaleel, Janus HendersonModerated by David McDonald, CFA IMAP
This podcast discusses the Outlook for Markets in 2023. We ask; What Asset Allocation decisions are you making?What is your view on bonds vs equities and domestic vs international?What will the RBA and Federal Reserve choose to do in 2023?What are the risk events in 2023?Australian equity outlook and sector views Featuring:Victor Huang, MillimanMarcus Bogdan, Blackmore CapitalLeon de Wet, Elston Asset Management Kieran Rooney, Evergreen Consultants Moderated by David McDonald, CFA - IMAP
Presented by;Kieran Rooney, Evergreen Asset ManagementLeon de Wet, Elston Asset Management Marcus Bogdan, Blackmore CapitalVictor Huang, MillimanModerated by David McDonald, CFA IMAP
Podcast Highlights - What will it take to serve retail investors in 2023This summarised and short version of podcast episode 16 picks out the key challenges of servicing Retail investors' demands in 2023What is your value proposition for different groups of clients and how to create a sustainable service optionTechnology to implement your proposition and communicate efficiently with clients ESG: what are client preferences and how can advisors become comfortable in discussing ESG with clients. Ethical thinking in dealing with clientsGeopolitics: handling client concernsCommunicating with clients around volatility and appropriate actions or need to not make changes if not appropriate Featuring:James Freeman, Philo Capital AdvisersNick Mitchell, Mason StevensSteven Tang, Zenith Investment PartnersRick Di Cristoforo, Morningstar Moderated by David McDonald, CFA - IMAP
This podcast examines the challenges of servicing Retail investors' demands in 2023What is your value proposition for different groups of clients and how to create a sustainable service optionTechnology to implement your proposition and communicate efficiently with clients ESG: what are client preferences and how can advisors become comfortable in discussing ESG with clients. Ethical thinking in dealing with clientsGeopolitics: handling client concernsCommunicating with clients around volatility and appropriate actions or need to not make changes if not appropriate Featuring: James Freeman, Philo Capital Advisers Nick Mitchell, Mason Stevens Steven Tang, Zenith Investment Partners Rick Di Cristoforo, Morningstar Moderated by David McDonald, CFA - IMAP
Andrew Garrett, CFA of Perpetual Private and David McDonald, CFA of IMAP discuss Perpetual's views on current macro-economic and market issuesInflation, interest rates and geopolitics Views on key asset classes. Equities v Bonds, alternatives. Offshore v domestic assets. Volatility - is it expected to continue?Client communication with an emphasis on coping with volatility
Matthew Strotton of Real Asset Management discusses;Targeting the healthcare and essential services retail sectorsInvesting here in contrast to other asset classesInvestment opportunities & considerations Approaching investment in the sectorModerated by David McDonald, CFA of IMAP
Dan Miles of Innova Asset Management and Nat Webb of Dobbrick Financial Services discuss;Recent market volatility and outlook Approaches to risk managementWhat works for clients and the value of educationBenefits of managed accounts and using external investment experts Moderated by David McDonald, CFA of IMAP
Angela Ashton of Evergreen Consultants and Diana Mousina of AMP discussGlobal and local inflation outlookEconomic growth: Are we in for a recession, stagflation or neitherThe impact of growth and inflation on real assetsWhat is worst outcome for real assets?Which real asset sub classes offer inflation protection and how?Liquidity issues and access to real assets for managed accountsThe impact of covid and work from home on office property
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