IMAP Podcast Series - Independent Thought
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
Episodes
38 episodes
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...
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34:14
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...
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Episode 35
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28:10
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...
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Episode 34
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23:48
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?<...
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Episode 33
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24:29
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...
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Episode 32
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11:14
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:<...
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Episode 31
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23:25
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 ...
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Episode 30
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25:50
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...
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Episode 29
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24:22
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...
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Episode 28
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23:03
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 ...
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Episode 27
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28:07
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?
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Episode 26
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27:49
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...
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Episode 25
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27:12
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 ...
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Episode 24
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25:51
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...
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Episode 23
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29:03
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...
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Episode 22
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30:14
Episode 21: Infrastructure Investing in Volatile Markets
Charles Hamieh (ClearBridge Investments) & Greg Pease (Evidentia Group) discuss: How infrastructure performs under different economic conditionsProspects for dividend growthESG implications&nb...
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Episode 21
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27:28
Episode 20: Lessons from 30 years of Investing
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 Th...
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Episode 20
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29:38
Episode 19: Is the Economy Headed For a Repeat of Past Policy Mistakes
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, a...
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Episode 19
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27:40
Episode 18: Global alternatives in volatile markets
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 access...
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Episode 18
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23:17
Independent Thought Highlights: Preparing for 2023 Markets
Presented by;Kieran Rooney, Evergreen Asset ManagementLeon de Wet, Elston Asset Management Marcus Bogdan, Blackmore CapitalVictor Huang, MillimanModerated by David McDonald, CFA IMAP
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4:21
Episode 17: Preparing for 2023 Markets
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...
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35:20
Independent Thought Highlights: What will it take to serve retail investors in 2023
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 2023W...
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3:27
Episode 16: What will it take to serve retail investors in 2023?
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 pr...
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Episode 16
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37:41