Claim OwnershipIMAP Podcast Series - Independent Thought
Subscribed: 0Played: 2
Subscribe
© 2025 IMAP Podcast Series - Independent Thought
Description
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
40 Episodes
Reverse
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...
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 ...
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 years Moderated 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 infrastructure Moderated 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.
Comments
Download from Google Play
Download from App Store
United States