Driving Better Portfolio Transparency: The New World of Fishbowl InvestingMichael Heine
Managing Director
Netwealth Investments Limited

Fixed Income Investing Within Managed AccountsCathryn Gross
Director, Managed Accounts
FIIG Securities Limited

Panel Session: Driving Better Metrics: Rating Managed AccountsPanel Session: Driving Better Metrics: Rating Managed Accounts Chair: Wes Gillett, Head of Product and Distribution, HUB24 Panelists Mark Thomas - Chief Executive Officer, van Eyk Research Limited Michael Elsworth - General Manager, Specialised Research ...

How Managed Accounts Can Increase the Valuation of Your PracticeHow Managed Accounts Can Increase the Valuation of Your Practice Tony McDonald, T&C Consulting Deconstruct the various components of the advice fee and explore where managed accounts could add value while reducing cost. Case Studies and Valuation Models ...

Under the Bonnet - The technology landscapeNadine Moore, Michelle Baltazar
Head of Australia and New Zealand, Head of Media & Publisher
SS&C Technologies Inc, Financial Standard

Panel session: IFAs who have turned their business right side up!Panel session: IFAs who have turned their business right side up! Chair: David Heather, CEO, www.managedaccounts.com.au Panelists: Ken Bloomfield, Financial Clarity Graeme Evans, GPS Wealth Malcolm Palmer, Joseph Palmer & Sons Three financial advisers ...

The sleeping giant: how managed accounts and platforms are converging to create new opportunities and improve investment outcomesThe sleeping giant: how managed accounts and platforms are converging to create new opportunities and improve investment outcomes David Orazio, Key Accounts Manager, Macquarie * Tax optimisation - a case study on how managed accounts can deliver more ...

Managed Accounts, The past, the present and the futurePhilip Parker
Managing Director
Altair Asset Management Pty Limited

Managed Accounts Forum 2014 HighlightsAround 150 delegates attended Financial Standard's inaugural Best Practice Forum in Managed Accounts held in Sydney in August. Financial Standard also launched a new magazine: FS Managed Accounts - The Journal for Managed Account Professionals at the ...