IMAP Podcast Series – Independent Thought

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 constructionBenefits and challenges of investing globally vs investing in domestic credit marketsMacro and fundamental backdrop for global credit investing over the year aheadPublic vs private credit … or both?

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 response to The Quality of Advice Review- What impact a new class of advisers might have (superannuation funds and insurance) Hosted by Emily Barlow (Perpetual Private) 

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 performance- How can advisers approach benchmarking for portfolios with allocations to alternatives?- How should advisers balance performance with risk management?& moreHosted by Emily Barlow (Perpetual Private)

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 wealthImplications on portfolio constructionThe 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 approachesThe role of green bonds and infrastructure debtHow investors should be positioning the defensive part of their portfolioAreas 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 timeDeveloping a business plan that helps youDeveloping your niche/strengthsKnowing when to let clients goManaging referrals wellModerated 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 AustraliaCraig 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 portfolio Moderated by David McDonald, CFA of IMAP