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Jessie Pettigrew
Head of ESG and Sustainability at BTIn her role asHead of ESG and Sustainability Jessie’s focus is on development and implementation of sustainability initiatives for BT’s wealth products including super, investments and platforms. A key part of her role is communicating BT’s position and approach to members, customers and advisers, to assist the integration of sustainable investment principles.
Chris Willey
Fund Manager, Real Assets at AXA Investment ManagersChris is the Fund Manager for the Commonwealth Superannuation Corporation mandate which holds core office and retail assets.
Chris has 27 years’ professional experience in Australian and UK institutional property including funds management, asset management, capital transactions, valuation, leasing and development.
Chris joined AXA IM – Real Assets in 2005 as an Asset Manager on the first wholesale core fund with responsibility for office, industrial and hotel assets. Prior to moving to Australia, he was Senior Asset Manager at LaSalle Investment Management in London.
Chris is a Fellow of the Royal Institution of Chartered Surveyors, an Assessor for the RICS and a presenter to the PCA Asset Management course.
Nicolette Boele
Executive Manager Policy, Research & Standards at Responsible Investment Association AustralasiaNicolette has 30 years’ experience delivering engagements, collaborations and accountability solutions for and with Australian and international companies, governments, unions, and NGOs. She has deep subject matter experience in energy and climate change. Like Simon she has worked at and been on Council at the Australian Conservation Foundation. She has also held executive roles at The Climate Institute, the Clean Energy Finance Corporation, Banarra and the Sustainable Energy Development Authority.
Nicolette leads RIAA’s programs of work on standards setting, industry research and certification. She co-leads RIAA’s policy agenda, is a member of both the PRI’s Global Policy Reference Group and the Coordinating Working Group of the Australian Sustainable Finance Initiative. Nicolette is proud to help support RIAA’s Human Rights Working Group – an active, courageous and impactful network of investment practitioners seeking ways to respect human rights and improve the lives of people in Australia, New Zealand and worldwide.
Grant Kennaway
Director, Manager Research of MorningstarGrant Kennaway is Director, Manager Research, for Morningstar. Kennaway takes overall leadership for Morningstar’s Global Manager Selection teams to deliver research solutions for clients.
Prior to joining Morningstar in 2011, Kennaway spent 11 years at Australian research house Lonsec, where he served as a fund analyst, head of funds research, and ultimately as general manager/director. He started his career in fund management, working for global funds management businesses including HSBC and Goldman Sachs.
Kennaway holds a bachelor’s degree in Arts from the University of Melbourne and a master’s degree in business administration from Deakin University. He also holds a Diploma of Financial Planning from the FPA and a Post-Graduate Diploma in Management from the University of Melbourne Business School.
Zsuzsa Banhalmi Zakar
Manager of Research at Responsible Investment Association AustralasiaZsuzsa joins RIAA as Manager, Research. Her role will be took look after the research efforts of the organisation, which includes ensuring the continued success of existing projects and reimagining RIAA’s research for the future.
Zsuzsa has an extensive track record as researcher, spending the last nine years in academia. She completed a PhD in sustainable finance and worked extensively with investors and the not-for-profit sector in the region on topics such as climate adaptation finance, blue finance, and the identification of environmental risks and opportunities. Prior to moving to Australia, she was a senior consultant for Deloitte in Europe where she was first exposed to the power of responsible investment and lending to make a positive difference. Zsuzsa is passionate about helping capital move into ventures that make investments responsible and our world more sustainable for present and future generations.
John McMurdo
Chief Executive Officer at Australian Ethical InvestmentJohn is an experienced CEO and Director with a demonstrated history of growth and success in the financial services industry and as an advisor and mentor in a range of start-up and accelerator businesses across a variety of sectors.
He is skilled in Private Client Advisory, Asset Management and Banking. He has strong leadership, strategy, business development and corporate finance skills.
John holds an MBA from Henley Business School. Graduate of Australian Institute of Company Directors.
Mark Spicer
Director, Climate Change & Sustainability of KPMGMark joined KPMG's Sustainability team in 2006 and he is passionate about the intersection of capital markets and the Environmental, Social and Governance (ESG) performance of companies. Mark believes that the integration of ESG/Responsible Investing as well as the transparent and robust reporting of ESG performance should lead to improved investment opportunities.
Mark understands how the management of critical social and environmental issues such as climate risk, associated reporting (TCFD), and modern slavery will play an increasing role in the ability of corporates to be successful. Mark works across all elements of the ESG/Investment value chain, from stakeholder/member engagement, strategy design, policy and social/environmental impact and valuation to reporting and assurance. Mark has developed a gap analysis tool that assesses the alignment of asset owner disclosures, policies and processes against the TCFD recommendation and global better practice.
Mark believes that purely financial reporting represents a shrinking percentage of the information that the market considers important and there has been a shift in the past decade towards reporting of non-financial value towards impact reporting. Mark has used the Social Return on Investment (SROI) methodology, industry best practice and KPMG’s True Value methodology in order to assist clients planning, measuring and reporting of social and environmental impact. More recently, he has assisted asset owners and managers in their impact reporting leveraging the Sustainable Development Goals (SDGs).