ACKNOWLEDGEMENT TO COUNTRY AND WELCOME BY CEO Simon O'Connor
Simon O'Connor
CEO of Responsible Investment Association Australasia
OPENING KEYNOTE ADDRESS (Saker Nusseibeh will address the conference via video link)
Rethinking Purpose in Finance.
Saker Nusseibeh
Chief Executive Officer at Hermes
Morning Tea
REDEFINING PERFORMANCE FOR THE FINANCE SECTOR Pablo Berrutti•Nicolette Boele•Richard Brandweiner•Jane Kern•Talal Yassine
If finance is the engine for the 21st century economy - one that prioritises human well-being and operates within the social foundation and ecological ceiling of our planetary system - then what measures of performance should we celebrate to mark a job well done? What appropriate markers and incentives should we deploy to drive this newly defined performance?
Pablo Berrutti
Chair of RIAA Board & Head of Responsible Investment Asia Pacifc at Colonial First State Global Asset Management
Nicolette Boele
Executive Manager Policy, Research & Certification at Responsible Investment Association Australasia
Richard Brandweiner
Chief Executive Officer at Pendal
Jane Kern
Senior Corporate Affairs Consultant at Bank Australia
Talal Yassine
Managing Director of Crescent Wealth
ETHICS & TRUST IN FINANCE Paul Kofman
Rebuilding trust in finance through responsible investment.
Paul Kofman
Dean Faculty of Business and Economics, Sidney Myer Chair of Commerce at University of Melbourne
LUNCH
ESG TRENDS TO WATCH Phineas Glover•Natasha McKean•Zoe Whitton•Gabriel Wilson-Otto
Leading analysts provide the insights into the next big issues for Australian investors. Presented by ESG Research Australia.
Phineas Glover
Head of Environmental, Social and Governance (ESG) research in Australia at Credit Suisse Management (Australia) Pty Ltd
Natasha McKean
Investment Analyst at Maple-Brown Abbott
Zoe Whitton
Head of Australian ESG Research at Citi Investment Research
Gabriel Wilson-Otto
Executive Director of Goldman Sachs Sustain
HAVING AN IMPACT WITH CORPORATE ENGAGEMENT Iris Davila•Liza McDonald•Andrew Nairn•Daniel Smith
Corporate engagements are an ever greater part of responsible investment. How do we measure progress? What is working? This session explores leading approaches and insights from investors and companies. In conjunction with RIAA’s Corporate Engagement Working Group.
Iris Davila
Director of BlackRock
Liza McDonald
Head of Responsible Investment at First State Super
Andrew Nairn
Head of Investor Relations at Santos
Daniel Smith
General Manager at CGI Glass Lewis
Afternoon Tea
CUTTING THROUGH THE NOISE Sue Cato
A conversation about how we can best affect change in corporate Australia today, and what the finance industry needs to consider to restore the faith of Australians.
Sue Cato
Partner at Cato and Clegg
CROSSING THE THRESHOLD • AN ESG LENS ON DIGITALISATION Simon Carter
Digitalisation offers extraordinary benefits for human-kind, but it is a double-edged sword. As we pursue the opportunities we face numerous social and governance risks. How can investors lead on ‘sustainable digitalisation’?
Simon Carter
Director of Morphosis
THE WAR ON WASTE Nick Edgerton•Craig Reucassel•Gayle Sloan
What progress are we making on waste in Australia and what is the role of investors to drive change?
Nick Edgerton
Lead Manager of the Worldwide Sustainability strategy at Stewart Investors
Craig Reucassel
Director of Giant Dwarf Pty Ltd
Gayle Sloan
Chief Executive Officer at Waste Management Association Australia
WRAP UP OF DAY 1
ARRIVAL (registration open)
Opening of Day 2 Simon O'Connor
Simon O'Connor
CEO of Responsible Investment Association Australasia
OPENING KEYNOTE Piet Klop
The focus of responsible investment is moving from process to outcomes – what types of outcomes can a pension fund achieve?
Piet Klop
Senior Advisor Responsible Investment at PGGM Investments
A ROADMAP TO RESTORING THE SOCIAL UTILITY OF FINANCE – SUSTAINABLE FINANCE ROADMAP Rosemary Bissett•Jacki Johnson•Simon O'Connor
A year of the Royal Commission has exposed the worst of finance, so how do we move forward to rebuild trust in finance and demonstrate capital’s utility to society?
See, hear and kick the tyres of the Sustainable Finance Roadmap for investment, banking and finance to support the solutions for our greatest national and global challenges.
Rosemary Bissett
Head of Sustainability Governance & Risk at National Australia Bank
Jacki Johnson
Group Executive, People, Performance & Reputation Of IAG at IAG
Simon O'Connor
CEO of Responsible Investment Association Australasia
Morning Tea
AIMING FOR 1.5 DEGREES Kate MacKenzie•Anna Skarbek•Sean Wright
How are we tracking on progress to 1.5C degrees, what do current climate change scenarios tell us, where are the greatest opportunities and how might methane emissions provide both a hurdle and opportunity?
Kate MacKenzie
Director, Policy, Finance & Decision Metrics of The Climate Institute
Anna Skarbek
Chief Executive Officer at Climate Works Australia
Sean Wright
Senior Manager, EDF + Business at Environmental Defense Fund
TAKING ON THE SCIENCE IN YOUR PORTFOLIO Arisa Kishigami•Yoram Layani•Arti Prasad•Bridget Boulle
Learn about leading approaches to climate-informed portfolios.
Arisa Kishigami
Head of ESG, Asia Pacific at FTSE Russell
Yoram Layani
Head of Cross Asset Solutions Sales for Asia ex Japan at BNP Paribas
Arti Prasad
Senior Investment Strategist at New Zealand Superannuation Fund
Bridget Boulle
Head of Markets at Climate Bonds Initiative
Lunch
INEQUALITY Helga Birgden•Melinda Cilento
Inequality is emerging as a critical social and economic issue, but what role do responsible investors have to right this disequilibrium, if any?
Helga Birgden
Partner, Global Business Leader, Responsible Investment at Mercer Australia
Melinda Cilento
CEO of CEDA
ACHIEVING IMPACT AT SCALE – IS THERE A TRADE OFF? Seb Beloe•Kylie Charlton•Stephen Fitzgerald•Sam Richards•Josephine Toral
We need capital at scale to tackle our societal challenges. How can we leverage this capital while preserving the integrity of impact investments?
Seb Beloe
Partner, Head of Research at WHEB Asset Management
Kylie Charlton
Chief Investment Officer at Australian Impact Investments
Stephen Fitzgerald
Managing Partner at Affirmative Investment Management
Sam Richards
Brightlight
Josephine Toral
Senior Investment Analyst at HESTA
Afternoon Tea
THE GREAT DEBATE Stephen Fitzgerald•Susheela Peres da costa•Nick Edgerton•Geraldine Barlow
That capital markets are failing to deliver for the real economy, society and environment and need reinventing.
Stephen Fitzgerald
Managing Partner at Affirmative Investment Management
Susheela Peres da costa
Head of ESG Services at Regnan - Governance Research and Engagement
Nick Edgerton
Lead Manager of the Worldwide Sustainability strategy at Stewart Investors
Geraldine Barlow
Executive General Manager Investments at Australian Unity Investments
WRAP UP DAY 2 Pablo Berrutti
The way forward for RI
Pablo Berrutti
Chair of RIAA Board & Head of Responsible Investment Asia Pacifc at Colonial First State Global Asset Management
Networking Event
ESG AND CORPORATE FINANCIAL PERFORMANCE Alison George•Guido Giese•Patrick Kuhner•Nicolette Boele
Latest quantitative insights
Alison George
ESG Engagement Manager at Regnan - Governance Research and Engagement
Guido Giese
Executive Director, Applied Equity Research of MSCI
Patrick Kuhner
Client Portfolio Manager at AXA Investment Managers
Nicolette Boele
Executive Manager Policy, Research & Certification at Responsible Investment Association Australasia
FINANCIAL ADVISER STREAM Mary Campbell•Mike Josephson•Karen McLeod
What can we learn from the Royal Commission? What does it take to be an ethical financial adviser providing responsible investment advice for clients?
Mary Campbell
Principal Financial Planner and Ethical Investment Specialist at Gold Leaf Financial Services
Mike Josephson
Financial Adviser at Ethical Investment Services
Karen McLeod
Financial Adviser at Ethical Investment Advisers
FINANCIAL ADVISER STREAM • A Gateway for Growth Nathan Lim•Edwina Matthew•Farren Williams•James Wright
Wealth management and financial advice in responsible investing – this session provides insights from leading wealth management firms around how they deliver for clients including tools, practices and approaches.
Nathan Lim
Head of Wealth Management Research at Morgan Stanley
Edwina Matthew
Head of Responsible Investments at Pendal Group Limited
Farren Williams
Adviser and Partner at KodaCapital
James Wright
Chief Investment Officer at JBWere
BREAKFAST WORKSHOPS. -1) Investor engagement around the SDGs (Auditorium) & 2) Modern Slavery Masterclass (Breakout Room) Mans Carlsson-Sweeny•Piet Klop•Mark Lyster•Amy Sinclair•Nina Haysler
1) In this workshop, Piet Klop from PGGM will unpack the Dutch pension fund’s pioneering framework for interpreting investor engagement around the sustainable development goals (SDGs).
2) What you need to know including investor reporting obligations.
RSVP REQUIRED FOR THESE SESSIONS info@responsibleinvestment.org
Mans Carlsson-Sweeny
Head of ESG Research at Ausbil Investment Management
Piet Klop
Senior Advisor Responsible Investment at PGGM Investments
Mark Lyster
Co-founder and Managing Director of Action Sustainability
Amy Sinclair
Regional Representative for Australia, New Zealand & Pacific at Business & Human Rights Resource Centre
Nina Haysler
Research Project Manager at CAER - Corporate Analysis. Enhanced Responsibility
MEMBER BRIEFING Pablo Berrutti•Simon O'Connor
Constitutional Changes
Pablo Berrutti
Chair of RIAA Board & Head of Responsible Investment Asia Pacifc at Colonial First State Global Asset Management
Simon O'Connor
CEO of Responsible Investment Association Australasia
IMPACT MEASUREMENT – MANAGING AND MEASURING IMPACT ACROSS PORTFOLIOS Erin Castellas•Andrea De Almeida•Piet Klop•Caitlin Medley•Alex Oppes•Carly Hammond
The impact our investments are having is increasingly being integrated into investment processes. In this session we unpack why measurement in important and the different tools and frameworks for impact management.
Erin Castellas
Chief Impact Officer at Impact Investment Group
Andrea De Almeida
Executive Director of B Lab Australia & New Zealand
Piet Klop
Senior Advisor Responsible Investment at PGGM Investments
Caitlin Medley
Portfolio Manager, Thematic & Impact Investing Group Investments at QBE Insurance Group
Alex Oppes
Manager, Impact Investing at Social Ventures Australia
Carly Hammond
Impact Investment Forum Program Manager at Responsible Investment Association Australasia
PITCH SESSION Will Baylis•Stephen Fitzgerald•Damon Gosen•James Langlands•Lisa Wade•Ronan Walsh
Will Baylis
Portfolio Manager at Martin Currie
Stephen Fitzgerald
Managing Partner at Affirmative Investment Management
Damon Gosen
Vice President – Intermediaries at VanEck Australia
James Langlands
Head of Advice Business at BNP Paribas Asset Management
Lisa Wade
Director, Product & Channel Development of National Australia Bank
Ronan Walsh
Chief Investment Officer at Crescent Wealth
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