MANAGED ACCOUNTS for Financial Planners 4 th May 2010 Australian National Maritime Museum, Darling Harbour, Sydney

Transcription

1 MANAGED ACCOUNTS for Financial Planners 4 th May 2010 Australian National Maritime Museum, Darling Harbour, Sydney Final Program Theme: New Horizons in Practice Management 8: am Registration INDUSTRY OVERVIEW 9:00am Session 1 State of the Managed Accounts Business in Australia Environment for managed accounts Developments in the managed accounts sector Managed Accounts, a subset of platforms? How Managed Accounts faired over 2009 Forecast for Managed Accounts in 2010 What is IMAP doing 9:30am Session 2 An independent view of the advice industry in Australia The law (FSR) is the issue need different licensing categories Will financial planners become fund managers? Super funds the new owners of financial planners Consolidation who wins, who loses? Tom Collins, Managing Director, The Tom Collins Consultancy 1

2 10:00am Session 3 The current and emerging regulatory environment, and issues facing the investment advisory industry Regulatory issues Ripoll Henry Transparency Where are we heading Stephen Etkind, Partner, Minter Ellison 10:30am Morning Tea PRACTICE MANAGEMENT 10:45am Session 4 Panel Session Building our business on Managed Accounts Building practice around MAs How do we make them work in our dealership? What's the best piece of advice you can give an advisor looking to break into (or build) a MA client base? DYI approach to MA Pricing structure Administration Investment costs Transaction charges Advice fee Brendon Alford, Director, Whitehaven Private Portfolio Greg Fuzi, Sales Director, Clime Asset Management 2

3 11:25pm Session 5 Transitioning to a Managed Accounts business The Spectrum Business model explained Available business models for anyone wanting to enter MA space Building a practice around managed accounts The benefits to your practice and your clients Are different skill sets required? Should you outsource managed account model selection? Selecting an MA business model for your practice Brett Walker, Managing Director, SMART Compliance 11:55pm Session 6 Sales and marketing consideration: How to differentiate your business with MA, and differentiate MAs. What would MA do to the marketing of your practice To talk broadly about marketing Branding Positioning Case study: This is how I explain to my clients why they should use MAs Patrick Nalty, Financial Planner, Paradigm Wealth Management 12:25pm Lunch 1:15pm Session 7 What it takes to put an SMA into practice? A case study Tristan Laszok, Director Strategic Development and Design, AMP 3

4 1:45pm Session 8 Beyond vanilla ASX INVESTMENT MANAGEMENT Other investment types in MA s Capital Protection and MA s Multi Asset class MA Trading methodologies Michelle Baltazar, Financial standard Chris Hipkin, Managing Director, Linear Asset Management Paul Jensen, Managing Director, Clime Asset Management David Heather, Head of Distribution, Investment Administration Services 2:25pm Session 9 Effective Model Portfolio Management Delivering performance results through a Managed Account Next Generation MA platforms what are the key features and attributes that we look for Asset allocation strategies using model portfolios as a core holding Why now is a good time to be an SMA manager Damian Holland, Managing Director, Ralton Asset Management Harley Dalton, Director, Dalton Nicol Reid Amy Johnston, Key Account Manager, Goldman Sachs JBWere Asset Management 3:05pm Afternoon tea 4

5 RESEARCH AND RATING 3:20pm Session 10 Take control and own your own portfolios Matt Heine, netwealth Investments 3:50pm Session 11 Panel session Rating SMAs for your APL Ranking methodology and process How managed accounts are rated in Australia Alex Dunnin, Director of Research and Editorial, Financial Standard Christopher Douglas Morningstar Rodney Lay, Director, Fund Services, Standard and Poor s Michael Elsworth Lonsec 4:30pm Close 5