Financial Standard

Building on the success of the Financial Standard Best Practice Seminar on Managed Accounts in previous years, the content of the 2008 program will be built around the 'how and why' of Managed Accounts rather than the 'what' of Managed Accounts. The seminar will provide applicable strategies on how to implement managed accounts from the user point of view. Industry practitioners will examine how financial advisers position Managed Accounts in their business with SMSF, platform, structured products and margin lending.

Topics Include

Managed Accounts in relation to managed funds; platforms and implemented consulting
The tax effective nature of Managed Accounts
Case Study: Creating a $200m product line using Separately Managed Account technology
Building a successful Managed Accounts business - the user's point of view
Advisers Panel: Implementation and Application
Emerging trends in product offerings:

Estate Planning – Testamentary Trusts
Structured Products
Margin Lending
SMSFs
Future directions in Australia

Speakers & panelists are

Arthur Naoumidis, Managing Director, Praemium
Ken Liow, Managing Director, Australian Equities, BlackRock Investment Management
Tony O'Reilly, Senior Manager, KPMG
Brett Marsh, CEO, Pentafin OneVue Managed Accounts
John Mcllroy, CEO, Multiport
Charles Cornish, Head of Business Management, Dalton Nicol Reid
Mark Meehan, CEO, Tynan Mackenzie
Peter Ronec, Director of iMap and Ralton Asset Management
Adam Dawes, Head of Portfolio and Financial Services, SHAW Stockbroking
Michael Perkins, Special Counsel, Cutler Hughes and Harris
Adam Weale, Head of Dealer Group Distribution, Next Financial
Dr Tony Rumble, CEO, Alpha Structured Investments
Peter Mermelas, Vice President, Equity Structured Solutions, Merrill Lynch
Chris Hipkin, Managing Director, Linear Financial
Richard Nicholas, Director, Peak Investment Partners
Eric Blewitt, General Manager, Margin Lending, Adelaide Bank
David Heather, Head of Distribution, Investment Administration Services

Attendees

Adviser group business heads and researchers
Authorised representatives
Financial advisers
Managed fund product researchers
Platform providers

Registrations have now closed.

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