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Best Practice Forum - Managed Accounts

Wednesday, 14 September 2022 - Melbourne and online

Offering 5 CPD hours - subject to FPA approval.

The 2022 Best Practice Forum on Managed Accounts will look at how financial advisers can establish a successful advice practice through a program that challenges the conventional thinking on how to run investment portfolios.

The demand for managed accounts has grown rapidly in Australia with advisers seeking to learn more about the scalability benefits of utilising a managed accounts platform.

The forum continues to comprehensively discuss the practical application and implementation of managed accounts in Australia's financial planning environment.

 
Gold Partners
 
HUB24
MLC Asset Management
 
Silver Partners
 
Zenith Investment Partners
Zenith Investment Partners
 
Exhibitor
 
 
 

CPD Information

Financial Standard's Best Practice Forums are accredited by the Financial Planning Association (FPA) for CPD hours aligned to FASEA learning areas and ASIC Knowledge Requirements.

In 2021, the program was accredited by the FPA for 4.25 learning hours.

If you are after additional professional development content or would like to access the CPD content from previous forums, please visit Financial Standard's CPD program FS Aspire CPD.

 
 

Agenda and speakers are subject to change.

8:30am

Registrations and coffee cart open

8:55am

Welcome from Financial Standard

9:00am

Managed accounts potholes and roadblocks

  • Common challenges in smoothly implementing managed accounts into your practice
  • How to avoid roadblocks

Brent Bevan, Head of Investment Consulting, MLC Asset Management

  Find out more about Brent Bevan

Brent joined MLC's refreshed consulting function in early 2021 and leads the teams delivery of asset consulting, investment solution design and support for key MLC managed account clients. Brent has 19 years' experience across financial advice, research, consulting and asset management. Prior to MLC Brent was a consultant to Mercer Australia's Wealth Management business, having previously spent 7 years with Commonwealth Bank Wealth Management, most recently as the Head of Investment Research. He has also held various investment, research and financial advice roles across Suncorp, Perpetual and a boutique advisory firms.  Brent Holds a Bachelor of Commerce and a Master of Applied Finance (Portfolio Management).

9:40am

Panel discussion - Learnings from Managed Account Implementation Top Guns

  • The selection process - wingman criteria
  • It's all in the training - managing the complexities of managed account platform change implementation
  • Know your target - what to be aware of and the potential impacts to client portfolios

Nick Mitchell, Managing Director & Head of Distribution, Mason Stevens

  Find out more about Nick Mitchell

Nick Mitchell joined Mason Stevens in 2019 and is responsible for managing Mason Stevens' national sales team, overseeing the distribution of Mason Stevens' platform, managed account and investment capabilities.

He brings over 20 years of financial services experience having previously held senior roles with Netwealth, Pendal, BNP Paribas and WHK Group.

10:20am

Managed accounts - setting yourself up for success

  • Key factors driving firm practice success
  • Building practice efficiencies using managed accounts
  • How managed accounts can meet the changing needs of investors while delivering profit growth for advice practices

Martin Morris, Chief Distribution Officer, Praemium

  Find out more about Martin Morris

Martin has over 30 years of industry experience spanning both Australia and the UK markets, where he has held national roles in both product distribution and AFSL management. Martin has attained his MBA, is a Graduate of the Institute of Company Directors and is an accredited behavioural sales coach.

His role at Praemium includes the responsibility of mentoring and managing the distribution team to grow the Praemium platform and suite of solutions by helping advisers build more profitable, engaging and sustainable businesses. Martin has developed a number of thought leadership pieces helping advisers to understand how to build successful client engagement models.

11:00am

Morning tea

11:30am

Panel Discussion - Accelerating the adoption curve

  • Unpacking adoption challenges and quick wins
  • How can advisers that are new to model portfolios, accelerate their adoption to achieve benefits

Moderator: Brett Mennie, Head of Managed Portfolios, HUB24

12:10pm

Managing managed account portfolios in a volatile world

  • What are the implications of rising inflation, geopolitical uncertainty, supply chain issues and the ever-present Covid situation for major markets?
  • What does this mean for managed account portfolios and how are they responding to current markets?

Steven Tang, Head of Consulting, Zenith Investment Partners

Shailesh Jain, Senior Investment Consultant, Zenith Investment Partners

  Find out more about Steven Tang and Shailesh Jain

Steven leads Zenith's Consulting team, working closely with a range of advice practices to deliver portfolio construction, management and monitoring advice. In addition to oversight of the team and investment process, his role includes participation in investment committee meetings and presentation of portfolio updates to advice practices. Until 2015, he was a member of Zenith's research team where he conducted manager reviews across a broad range of asset classes, both domestically and internationally.

​​​

Shailesh has significant financial services and investment markets experienced. Prior to joining Zenith, Shailesh spent over 11 years at Lonsec, where he was most recently Deputy Head of Active Manager Research and Manager, Australian Equities. Shailesh was involved in research effort across a number of sectors, including, Australian equities, global equities, global emerging markets, responsible investment and multi-asset sectors. Prior to joining Lonsec, Shailesh was a Credit Analyst at National Australia Bank.

12:50pm

Personalisation of managed accounts

  • Is Australia following the US move from mass customisation to online personalisation of managed accounts?

1:30pm

Closing remarks and lunch

2:30pm

Conference close


WEDNESDAY, 14 SEPTEMBER 2022

8:30AM - 2:30PM

ZINC FED SQUARE MELBOURNE & AVAILABLE ONLINE

COMPLIMENTARY FOR FINANCIAL ADVISERS
 

Please only provide your business details in the below contact form. Your details will also be shown on your CPD certificate.

 
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