Episodios
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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.
A personalised approach to managing wealthImplications on portfolio constructionThe market outlook and more....
Key points covered are: -
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 -
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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 timeDeveloping a business plan that helps youDeveloping your niche/strengthsKnowing when to let clients goManaging referrals wellModerated by David McDonald, CFA of IMAP
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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 managementThe use of wider dispersion across assets as a way to measure the potential value of stock selection ability to construct an index-beating portfolioModerated by David McDonald, CFA of IMAP
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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. Social media and tomorrows clientsModerated by David McDonald, CFA of IMAP
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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 Philanthropyidentifying clients with interest in this areahow and when to discuss Philanthropy with clientsoptions to presentModerated by David McDonald, CFA of IMAP
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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 investment objectives and needs of HNW differ from other clients?HNW objectives: ESG, income, use of alternativesManaging the compromise between efficiency and high service requirementsThe interaction between the investment team and advisersModerated by David McDonald (IMAP)
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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 views at presentDomestic vs international exposure in equities and bondsExpected returns for portfolios over the next few years
Moderated by David Mcdonald (IMAP) -
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
- Complaints management
- Target Market Determinations (TMDs)
Moderated by David McDonald, CFA - IMAP -
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 how this has changedHave client needs changed? Residential property and the sharp rise in interest rates Property sector - is it the end of the office? -
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 monetary policy impacts.
- Whether the RBA and other central banks have done enough is a judgement call. Upcoming retail sales and jobs data are critical in this. -
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 alternatives offer an uncorrelated option to bonds and equitiesHow higher interest rates and inflation impact alternativesFeaturing Mathew Kaleel, Janus Henderson
Moderated by David McDonald, CFA IMAP -
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 are the risk events in 2023?Australian equity outlook and sector viewsFeaturing:
Victor Huang, Milliman
Marcus Bogdan, Blackmore Capital
Leon de Wet, Elston Asset Management
Kieran Rooney, Evergreen Consultants
Moderated by David McDonald, CFA - IMAP
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Podcast Highlights - What will it take to serve retail investors in 2023
What is your value proposition for different groups of clients and how to create a sustainable service optionTechnology to implement your proposition and communicate efficiently with clients ESG: what are client preferences and how can advisors become comfortable in discussing ESG with clients. Ethical thinking in dealing with clientsGeopolitics: handling client concernsCommunicating with clients around volatility and appropriate actions or need to not make changes if not appropriate
This summarised and short version of podcast episode 16 picks out the key challenges of servicing Retail investors' demands in 2023Featuring:
James Freeman, Philo Capital Advisers
Nick Mitchell, Mason Stevens
Steven Tang, Zenith Investment Partners
Rick Di Cristoforo, Morningstar
Moderated by David McDonald, CFA - IMAP -
This podcast examines the challenges of servicing Retail investors' demands in 2023
What is your value proposition for different groups of clients and how to create a sustainable service optionTechnology to implement your proposition and communicate efficiently with clients ESG: what are client preferences and how can advisors become comfortable in discussing ESG with clients. Ethical thinking in dealing with clientsGeopolitics: handling client concernsCommunicating with clients around volatility and appropriate actions or need to not make changes if not appropriateFeaturing:
James Freeman, Philo Capital Advisers
Nick Mitchell, Mason Stevens
Steven Tang, Zenith Investment Partners
Rick Di Cristoforo, Morningstar
Moderated by David McDonald, CFA - IMAP -
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. Offshore v domestic assets. Volatility - is it expected to continue?Client communication with an emphasis on coping with volatility - Mostrar más
