IMAP Podcast Series - Independent Thought
Episodes
48 episodes
Episode 46: The IMAP Australia's Best - Managed Account Award Winner Series: Navigating Politics and Performance Pressures in RI Portfolios
Our host Emily Barlow is joined by James Harwood of Russell Investments to discuss:How political pressures have driven an ESG rollbackTesting RI strategiesHow rising conflict risk has pressured RI portfolios, promp...
Episode 45: Bringing Transparency to Private Markets
Join our host Emily Barlow (Perpetual Private) and Ari Rajendra, Head of Private Markets Indices at S&P Dow Jones Indices, as they discuss how: Private market demand has surged in private wealth, with growing (but uneven) g...
Episode 44: The IMAP Australia's Best - Managed Account Award Winner Series: The Backbone of Effective MDAs
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 c...
Episode 43: The elite few behind global growth
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 leadershi...
Episode 42: Geopolitics, The New Risk Factor
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 blo...
Episode 41: The IMAP Australia's Best - Managed Account Award Winner Series: Positive trends in SMIDs - are they sustainable?
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 Trad...
Episode 40: The IMAP Australia's Best - Managed Account Award Winner Series: Portfolio Construction Insights for a Shifting Cycle
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...
Episode 39: The IMAP Australia's Best - Managed Account Award Winner Series: Holding Your Nerve in Narrow Markets
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 ValuationWhe...
Episode 38: The IMAP Australia's Best - Managed Account Award Winner Series: "Navigating Australian Fixed Income: Hybrids, Credits and Bonds"
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 i...
Episode 37: REITs in focus - why listed property matters
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 portfoliosPositionin...
Episode 36: Private Credit - It’s in the way you use it!
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 constructionB...
Episode 35: How should Advice be improved? – the Politician’s view and the Adviser’s view
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...
Episode 34: Key Considerations when Benchmarking Managed Accounts
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 performan...
Episode 33: Blending active and passive
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?<...
Episode 32: Optimising Portfolios for Risk
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...
Episode 31: Goals-based Investing and the Implications for Portfolio Construction
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:<...
Episode 30: New Perspectives on Fixed Interest
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 ...
Episode 29: Headwinds in the Global Equity Markets
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 i...
Episode 28: How to run the best advice practice
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 y...
Episode 27: Why it is hard for active managers to outperform
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 ...
Episode 26: Tomorrow's Clients
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?
Episode 25: Talking to clients about philanthropy
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) t...
Episode 24: The challenges of managing investments for HNW clients
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 ...
Episode 23: Positioning Portfolios for Tough Times
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...
Episode 22: Ongoing DDO obligations for Managed Account providers
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 ac...