Focus on Performance in 2025
Deploy your investment radar to achieve clients' goals
IMAP's Portfolio Management Conference aims to provide advisers, portfolio managers and investment managers with the latest views from our industry experts on how to deliver performance results for managed account services.
Sydney Tuesday 11th March 2025 – The Amora Hotel on Jamison
Melbourne Tuesday 18th March 2025 – RACV Club
The Conferences are each "Legislated CPD Accredited' for 5 hours (approx)
REGISTER BY 28th FEBRUARY 2025 FOR EARLY BIRD DISCOUNTS ON REGISTRATION
Book Sydney Tuesday 11th March 2025
Book Melbourne Tuesday 18th March 2025
Conference Agenda
SYDNEY 11th March 2025
Opening Address
Beyond SMAs the next evolution
Asset allocation game - what could go wrong? PART 1
This Could Get Very Messy – Global Investing in the Trump Era
Retirement portfolios and what they should look like and why?
Measuring up - Performance tests on the horizon
Making Core + Satellite work
Asset allocation game - what could go wrong? PART 2
GREIT or AREIT?
MELBOURNE 18th March 2025
Opening Address
Alts and Unlisted - Why every client needs to allocate to Private Equity
Asset allocation game - what could go wrong? PART 1
This Could Get Very Messy – Global Investing in the Trump Era
Using portfolio management to differentiate your wealth management service offer
Having your cake & eating it too – How to keep active management in your portfolio recipe
Choosing a Private Markets manager
AI in Investing
Asset allocation game - what could go wrong? Part 2
IMAP thanks our Event Sponsors
Principal Sponsor
Introducing our conference presenters
CEO - Investment Solutions
Ironbark
Alex Donald
CEO - Investment Solutions
Ironbark
Alex Donald is CEO of Ironbark’s Investment Solutions business and has over 25 years’ of experience in the financial services industry in both Australia and the UK.
Alex is responsible for Ironbark’s Funds Management and Corporate Trustee businesses. He manages the development and execution of the Investment Solutions strategy, and is responsible for overseeing manager selection, product development, and the distribution of Ironbark’s capabilities into the wholesale and institutional markets.
Before joining Ironbark in 2009, Alex was Head of Investment Sales for Colonial First State where he was responsible for the distribution of Colonial’s investment products in the Australian market.
Alex has a BA Hons degree in Politics and French from the University of Wales, Swansea
Executive Director - Pengana Capital Group
Executive Director
Pengana Capital Group
Adam’s appreciation for market risk was formed during a 15-year career trading equity derivatives, structuring derivative transactions and managing equity derivative traders.
Over the years Adam has developed a passion for ethical and sustainable investing, and has championed Pengana’s best-of-breed responsible investment Funds. He is also the investment specialist for the Pengana WHEB sustainable impact Fund.
Prior to joining Pengana, he headed the Equity Derivatives business at Investec Bank in South Africa and the Corporate Equity Structuring function at Investec Bank in Australia.
Adam holds a Bachelor of Commerce (Hons) from the University of Johannesburg
Head of Income Strategies
Pendal
Amy Xie Patrick
Head of Income Strategies
Pendal Group
Amy is Pendal’s Head of Income Strategies. She has extensive experience and expertise in emerging markets, global high yield and investment grade credit and holds an honours degree in economics from Cambridge University.
Senior Investment Strategist
BetaShares
Cameron Gleeson
Senior Investment Strategist
BetaShares
Cameron’s responsibilities span supporting all distribution channels, assisting clients with portfolio
construction across all asset classes, and working alongside the portfolio management team.
Prior to joining BetaShares, Cameron was a portfolio manager at Macquarie Asset Management, and
was responsible for the structuring and management of Macquarie’s listed and unlisted structured
product offering. Cameron’s other experience includes Head of Product at Bell Potter Capital,
working on JP Morgan’s Equity Derivatives desk and at Deloitte Consulting.
He holds a Bachelor of Commerce from the University of Western Australia and a Master of
Commerce (Hons) from the University of New South Wales.
Head of Strategic Growth
Drummond Capital Partners
Head of Strategic Growth
Drummond Capital Partners
Caitriona has 19 years financial services experience. As Head of Strategic Growth Caitriona is responsible for leading our client facing activity and driving growth across all aspects of our business. Caitriona works with our clients to establish their optimal managed account solution.
Caitriona was most recently Head of Distribution for Allianz Retire+ and was responsible for developing the take to market strategy for the AR+ business and their first retirement solution.
Prior to this she was the national account manager for PIMCO Australia, responsible for managing key dealer group and platform relationships including the implementation of an education led approach to distribution. Caitriona has also worked for Zurich Investments as well as a derivatives trader in Dublin and London.
Caitriona completed a BA International Business and Languages from Dublin University in Ireland.
Portfolio Manager
MLC Private Equity
David Chan, CFA
Portfolio Manager
MLC Private Equity
David joined MLC in 2009 as Head of Asia, MLC Private Equity. His extensive industry experience, spanning over 20 years, includes corporate strategy, strategic due diligence, M&A, IT strategy, operational implementation, product design, financial modelling and process improvement. During his tenure at MLC, David has led coverage of Asian and EM companies and, while currently based in Sydney, he has also worked out of NY and London covering investments in Nth America and the UK.
He has worked closely with the many of the largest banks in Australia and Europe to implement their Asia and China entry strategies, including both M&A and greenfield branch expansion, where he was operationally involved in recruitment, process design and key governance aspects.
David started his career as a software engineer and system architect, working several high-profile organisations (e.g. Yahoo, Sun Microsystems, NRMA) on pioneering web applications and search engine technology. David has also gained a particular knowledge of the Asian financial services, being one of the most qualified experts in that sector.
David was placed first in both his Master of Commerce (Finance) and Bachelor of Software Engineering (First Class Honours and University Medal) degrees from the University of New South Wales. He achieved a UAI of 100, ranking first in the State.
He is also a CFA charterholder and sits on the Infrastructure Investment Committee for MLC.
Senior Manager Research
Russell Investments
Jane Williams
Senior Manager Research
Russell Investments
Jane is based in Sydney and is
Jane joined Russell Investments in 2017 and has 14 plus years experience working with advisers.
Prior roles include senior investment analyst for BT Financial Group, Assocaite Director at Westpac Banking Group Institutional, and a
Wealth Management Product Specialist
AMP
Julian Lefcovitch
Wealth Management Product Specialist
AMP
Julian is a wealth management product specialist with 14 years of experience in product and platform strategy, development, management, and rationalisation.
He previously led the Managed Accounts product team at North helping grow funds under management from $2bn to $19bn. Julian has recently started a new role within Norths Retirement Team.
Julian has a passion for delivering innovative solutions using digital and emerging technologies to help advisers embed scalable product solutions that improve practice efficiency and reduce cost to serve.
He holds a Bachelor of Commerce (BCom), with a Finance and Management Major and a Kaplan Diploma of Financial Planning.
Director, Channel Management - Aus & NZ
S&P DJI
Director, Channel Management - Australia and New Zealand
S&P DJI
Julie joined S&P DJI in March 2022, with extensive experience managing national and strategic account relationships at global and ASX-listed financial services organizations including Citigroup, AXA, AMP and MLC Asset Management (previously part of the National Australia Bank Group).
Julie has a Bachelor of Arts degree in economics from the University of Pennsylvania and a Master of Business Administration from Melbourne Business School. She has also studied design thinking at Stanford University.
.
Investment Client Portfolio Manager
Martin Currie Australia
Ross Kent
Investment Client Portfolio Manager
Martin Currie
Ross joined Martin Currie as an Investment Client Portfolio Manager in October 2022.
Ross acts an investment specialist and is embedded within the Australian investment team.
He represents Martin Currie Australia’s suite of investment capabilities within the institutional and intermediary marketplace in Australia.
Prior to Martin Currie, Ross was Head of Strategic Relationships at MLC Asset Management (formerly NAB Asset Management) where he was responsible for directing the strategic account management of their ten largest client relationships. Earlier Ross was Head of Global Distribution & Client Service at the same firm.
Ross has many years’ experience in client service and Business division leadership in Australia, New Zealand and the UK having previously served as Chief Executive of AllianceBernstein Australia & NZ and Managing Director of AMP New Zealand. His earlier career involved senior product marketing and strategy roles at Prudential UK and Prudential Australia.
Ross has a Bachelor of Economics and a Bachelor of Laws from University of Tasmania.
Consultant
JANA Investment Advisers
Consultant
JANA
Sam is a Consultant working with JANA’s superannuation clients, and is also member of the Private Equity Research Team.
His role involves providing asset allocation advice, manager selection and due diligence, undertaking sector reviews, and working with funds to implement JANA’s best ideas. Sam joined JANA in 2016 as an Investment Analyst, and over that time has worked across a range of listed and private market investments.
Sam holds a Bachelor of Commerce from Monash University and is a candidate for the Level II Chartered Financial Analyst (CFA) program.
Principal and Head of Investment Solutions - Asia-Pacific Sydney
Milliman
Victor Huang is a principal with Milliman and heads up the Investment Solutions team in Australia. He has been with Milliman since 2008.
Victor currently leads a team of portfolio managers, actuaries, and traders who design and implement investment strategies within superannuation, (re) insurance companies, ETF managers, and managed accounts.
Strategies Victor has worked on include tail risk hedging, currency hedging, and rebalancing overlays for funds, as well as dynamic hedging programs for investment guarantee products and defined benefit liabilities.
Venue Details - SYDNEY Tuesday 11th March 2025
IMAP Portfolio Management Conference 2025 is being held at The Amora Hotel
11 Jamison Street
Sydney
Phone 02 9696 2500
https://www.amorahotels.com/sydney/
Venue Details - Melbourne Tuesday 18th March 2025
IMAP Portfolio Management Conference in Melbourne is being held at the RACV Club
501 Bourke Street
Melbourne VIC 3000
Phone: (03) 9281 8000
https://www.racv.com.au/travel-leisure/racv-club
