IMAP Podcast Series - Independent Thought

Our host Emily Barlow of (Evidentia Group) is joined by Christian Baylis (Fortlake Asset Management) to discuss:  How post-GFC regulations shifted risky lending from banks into private credit markets Private credit ratings lacking transparency, raising investment grade classification concerns Redemption queues in semi-liquid private credit structures  Covenant-light lending surging from ~10% to ne...

Join our host Emily Barlow (Evidentia Group) and Ben Morton, Head of Listed Infrastructure at Cohen & Steers as they discuss  how global forces are reshaping the opportunity set for listed infrastructure investors how to think about this asset class in a world of faster technological and policy changes whether infrastructure investments tend to provide equity-like returns at present what the o...

Our host Emily Barlow is joined by James Harwood of Russell Investments to discuss: How political pressures have driven an ESG rollback Testing RI strategies How rising conflict risk has pressured RI portfolios, prompting some investors to reallocate away How AI and unprofitable tech have been a mixed blessing for RI strategies Geopolitics helping clients reframe their long-term RI expectations

Join our host Emily Barlow (Perpetual Private) and Ari Rajendra, Head of Private Markets Indices at S&P Dow Jones Indices, as they discuss how:  Private market demand has surged in private wealth, with growing (but uneven) global vs Australian adoption   Structural shifts are improving access for wealth and wholesale investors   Traditional performance measures (IRRs, peer groups) have limitat...

This episode join our host Emily Barlow (Perpetual Private) with Michael Karagianis (JANA) and Adrian Vidotto (Strategic Wealth) as they discuss: The partnership between JANA and Strategic Wealth  Why MDA's have become central to Strategic Wealth's model Emerging themes shaping their advice approach

Join our host Emily Barlow (Perpetual Private) and Diana Phillips (Baillie Gifford) as they discuss; Identifying rare companies capable of delivering outsized long-term growth Whether the recent broadening of market leadership beyond mega-caps is changing opportunity sets The gap between AI’s productivity promise and its real-world impact on businesses The recent software sell-off and debate aroun...

Join our host Emily Barlow (Perpetual Private) & Geopolitical Strategist Thomas Mucha (Wellington Management) as they discuss:  How geopolitics is now a major driver of markets and portfolio risk Competing global blocs, especially US–China tensions, and how they are reshaping asset allocation How US regional focus and supply-chain shifts are changing emerging market dynamics Key market influen...

Join our host Emily Barlow (Perpetual Private) and Chris Adams (Infinity Asset Management) as they discuss:  The Return of Small and Mid Caps Finding Opportunity Beyond Large Caps Income, Franking and Growth Trade-offs Where Small Cap Value Is Appearing Managing Volatility and Future Risks Infinity Asset Management are the winners of the 2025 IMAP Managed Account award for best Australian Equities...

Join our host Emily Barlow (Perpetual Private) and Alex Ventelon (Morgan Stanley) as they discuss:  From Assumptions to Action – Inside the Investment Process Positioning for Today’s Markets When to Go Active and When to Stay Passive The Role of Alternatives Turning local - Australia Outlook for 2026 Morgan Stanley are the winners of the 2025 IMAP Managed Account award for Licensee and Multi-asset...

Join our host Emily Barlow (Perpetual Private) and Charlie Callan (BondAdviser) our Fixed Interest Category Winner at the IMAP Managed Account Awards 2025.  They discuss; The key changes they are seeing in the Australian fixed interest market right now  AT1 hybrids are trading at post-GFC tights, with Big Four margins around +185bps. What’s driving this demand-supply imbalance? How investors think...

Delian Entchev & Alasdair Kingham from Aoris Investment Management join our host Emily Barlow (Perpetual Private) to discuss International Equities: What’s Driving Markets Aoris’s Lens on Quality and Valuation Where Aoris is Finding Value Investor Behaviour and Outlook Aoris Investment Management are the winners of the 2025 IMAP Managed Account award for International equities.

Join Mark Mazzarella (Dexus) & our host Emily Barlow (Perpetual Private) as they discuss: Key differences between listed and unlisted property The role of REITs in balanced and income-focused portfolios Positioning AREITs & Global REITs vs bonds, hybrids, and unlisted trusts Value of diversifying across domestic and global exposures Impact of rates, macro trends, and why listed property lo...

Join our host Scott Fletcher (Woodbury Financial Services) accompanied by Nehemiah Richardson (Pengana) & Sarang Kulkarni (Vanguard Active Global Credit Bond fund) discussing:  Thinking about portfolio construction Benefits and challenges of investing globally vs investing in domestic credit markets Macro and fundamental backdrop for global credit investing over the year ahead Public vs privat...

Bert van Manen MP (Federal Member for Forde) & Pedro Marin Ramirez (Marin Wealth) discuss: - The biggest inefficiencies in the financial advice process today - Improving regulation around the creation of advice - Legislation in response to The Quality of Advice Review - What impact a new class of advisers might have (superannuation funds and insurance)  Hosted by Emily Barlow (Perpetual Privat...

Julie Ballard (S&P Dow Jones Indices) and Tim Farrelly (Farrelly's Investment Strategies) discuss: - Benchmarking managed accounts in Australia today - Specific challenges facing advisers when reviewing managed account performance - How can advisers approach benchmarking for portfolios with allocations to alternatives? - How should advisers balance performance with risk management? &...

Join Chad Hitzeman (GlobalX), David Wanis (Longwave Capital Partners) and Emily Barlow (Perpetual) discussing:  - Active vs passive - Is passive and active black & white? - The impact of ETFs - Trends, what's here to stay? Moderated by Emily Barlow.

Emily Barlow (Perpetual Private) & Glen Foster (Atrium) discuss risk management, including:  How do you define risk? Are there risks you are more or less focussed on? How does this play through into portfolio construction? & more...

Join Emily Barlow (Perpetual Private) accompanied by Matt Walker (Dynamic Asset) and Alex Cousley (Russell Investments) for an interesting conversation on goals based investing.  Key points covered are:  A personalised approach to managing wealth Implications on portfolio construction The market outlook and more....

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...

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 time Developing a business plan that helps you Developing your niche/strengths Knowing when to let clients go Managing referrals well 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 demographics What 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

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 m...

  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 Philanthropy identifying clients with i...

Will Riggall (Clime Investment Management) and Matthew Rencken  (James Street Advisors) discuss:  The challenges of running investment management within a diversified financial services business Typical HNW clients and their needs How do investment objectives and needs of HNW differ from other clients? HNW objectives: ESG, income, use of alternatives Managing the compromise between efficiency and...