IMAP Podcast Series - Independent Thought

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 wealth
• Implications on portfolio construction
• The 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 & more

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 time
• Developing a business plan that helps you
• Developing your niche/strengths
• Knowing when to let clients go
• Managing referrals well

Moderated 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 transaction costs contributing to the net performance difficulties for active investment management
• The use of wider dispersion across assets as a way to measure the potential value of stock selection ability to construct an index-beating portfolio 

Moderated by David McDonald, CFA of IMAP

James Kingston of Blackrock and Pedro Marin  Ramirez, CFP of Marin Wealth discuss tomorrow's clients. 

• Who are they?
• The rise in unexpected demographics
• What 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 Philanthropy
• identifying clients with interest in this area
• how and when  to discuss Philanthropy with clients
• options to present

Moderated by David McDonald, CFA of IMAP

Will Riggall (Clime Investment Management) and Matthew Rencken  (James Street Advisors) discuss: 

• The challenges of running investment management within a diversified financial services business
• Typical HNW clients and their needs
• How do investment objectives and needs of HNW differ from other clients?
• HNW objectives: ESG, income, use of alternatives
• Managing the compromise between efficiency and high service requirements
• The interaction between the investment team and advisers

Moderated by David McDonald (IMAP)