IMAP
IMAP Podcast Series - Independent ThoughtEpisodes
Episodes of IMAP Podcast Series
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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 wealth
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
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 inte
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/strengths
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
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.
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 Philanthro
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 investmen
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
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-
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 Dav
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
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
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
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 alternati
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
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 diffe
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 communi
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.
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 sectorMod
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 e
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 fo
Isaac Poole of Oreana Portfolio Advisory & Monik Kotecha of Insync discuss the following pointsDemographic and generational trends in China and AsiaImplications for portfolio constructionChanges in Asia over past decade and whether geographic a
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