IMAP Podcast Series - Independent Thought IMAP

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 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 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 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 demographicsWhat 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 Philanthropyidentifying clients with interest in this areahow and when  to discuss Philanthropy with clientsoptions to presentModerated by David McDonald, CFA of IMAP