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Iwi Welcome
Welcome from RIAA
Simon O'Connor•Arti Prasad
  • Simon O'Connor (CEO of Responsible Investment Association Australasia)

    Simon O'Connor

    CEO of Responsible Investment Association Australasia

    Simon operates at the intersection of economics, finance and sustainability and has extensive international experience as an economic adviser, investment analyst and sustainability consultant across finance, corporate and not for profit sectors.

    Simon works with RIAA’s 240 member organisations with the goal of delivering on RIAA’s mission of promoting, advocating for, and supporting approaches to responsible investment that align capital with achieving a healthy and sustainable society, environment and economy.

    Simon is active across the region and internationally in responsible investment and sustainable finance initiatives. He sits as Co-Chair of the Australian Sustainable Finance Initiative, working group member of the NZ Sustainable Finance Forum, a member of the Global Sustainable Investment Alliance, the UN backed Principles for Responsible Investment (PRI) Australia Network Advisory Committee, as well as a member of the National Advisory Board on Impact Investing in New Zealand.

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  • Arti Prasad (RIAA Board member & Senior Investment Strategist at New Zealand Superannuation Fund)

    Arti Prasad

    RIAA Board member & Senior Investment Strategist at New Zealand Superannuation Fund

    Arti Prasad is Senior Investment Strategist for the Guardians of New Zealand Superannuation and works on the development and implementation of the Guardians’ responsible investment (RI) and corporate governance policies. Arti’s role includes integration of environmental, social and governance (ESG) factors into investments, portfolio monitoring of ESG breaches. She also leads on aspects of the Guardian’s climate strategy in particular carbon footprinting and integration of climate change risks and opportunities within the Fund’s direct private market assets. Arti had been with the Guardians for six years, went overseas for 2 and half years and returned again in 2017.

    In the time away from the Guardians, Arti did a stint at the Queensland Investment Corporation (QIC), Brisbane Australia as the Head of Responsible Investment. Prior to joining the Guardians, Arti was Senior Policy Analyst at the Ministry for Environment, working on policy decisions related to business sustainability, water and climate change.

    Arti has a Bachelors of Commerce Degree (Grad dip) from the University of Auckland, and Postgraduate Diploma in Economics and Finance from Massey University, New Zealand.

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How will the first wave of action from the Sustainable Finance Roadmap shape NZ’s financial system?
Bridget Coates•Ross Pennington

An outlook for 2021 from the co-chairs of the Sustainable Finance Forum

  • Bridget Coates (Co-Chair at Sustainable Finance Forum implementation team)

    Bridget Coates

    Co-Chair at Sustainable Finance Forum implementation team
  • Ross Pennington (Co-Chair at Sustainable Finance Forum implementation team)

    Ross Pennington

    Co-Chair at Sustainable Finance Forum implementation team
Diversity – it’s about more than just gender
Maretha Smit•John Berry

Diversity in our own organisations and within the companies we invest will strengthen our ability to succeed, but we need to think more broadly than just gender diversity.

  • Maretha Smit (Chief Executive at Diversity Works New Zealand)

    Maretha Smit

    Chief Executive at Diversity Works New Zealand
  • John Berry (CEO of Pathfinder Asset Management)

    John Berry

    CEO of Pathfinder Asset Management
Morning Tea
Financing the transformation
Lance Wiggs•Arti Prasad•Victoria Harris•Craig Weise

Delivering on our Paris and SDG obligations will require a shift in the direction of capital. This session unpacks four approaches to unlocking capital to finance the transition.

  • Lance Wiggs (Co-Founder of Lance Wiggs Capital Management Limited)

    Lance Wiggs

    Co-Founder of Lance Wiggs Capital Management Limited
  • Arti Prasad (RIAA Board member & Senior Investment Strategist at New Zealand Superannuation Fund)

    Arti Prasad

    RIAA Board member & Senior Investment Strategist at New Zealand Superannuation Fund
  • Victoria Harris (Portfolio Manager at Devon Funds Management)

    Victoria Harris

    Portfolio Manager at Devon Funds Management
  • Craig Weise (Chief Executive at New Zealand Green Investment Finance)

    Craig Weise

    Chief Executive at New Zealand Green Investment Finance
Moving beyond the transaction – the potential of place-based investing
Staci Hare•Raewyn Jones•Paul Gilberd•Murray Lapworth

Place-based investing holds enormous potential for tackling our most entrenched social and environmental challenges. This session brings together various investors operating and collaborating at the community level to achieve societal transformation.

  • Staci Hare (Deputy Chair at Rongowhakaata Iwi Trust)

    Staci Hare

    Deputy Chair at Rongowhakaata Iwi Trust
  • Raewyn Jones (Chief Executive at WEL Energy Trust)

    Raewyn Jones

    Chief Executive at WEL Energy Trust
  • Paul Gilberd (General Manager at Community Finance)

    Paul Gilberd

    General Manager at Community Finance
  • Murray Lapworth (Chief Financial Officer at Rāta Foundation)

    Murray Lapworth

    Chief Financial Officer at Rāta Foundation
Lunch
Unpacking ESG risks in the agricultural sector
Pip Best

Agriculture and food production is a significant sector of the NZ economy, and as such, all investors will have exposure to the ESG risks within this sector, and conversely have role to play in progressing a stronger more sustainable approach to agriculture in NZ.

  • Pip Best (Oceania Climate Change and Sustainability Services Director of EY)

    Pip Best

    Oceania Climate Change and Sustainability Services Director of EY
Due Diligence and Disclosures – FMA Guidance on avoiding greenwashing and an XRB update on Climate-related Disclosures
John Berry•April Mackenzie•Fiona Whyte

Regulators are increasingly stepping in to set standards and articulate expectations in relation to responsible investment. This session will hear from critical developments that all investors need to stay on top of, with an overview by the External Reporting Board (XRB) on the development of guidance being produced for climate related financial disclosures, and insights from the Financial Markets Authority (FMA) on their expectations by investors to avoid greenwashing.

  • John Berry (CEO of Pathfinder Asset Management)

    John Berry

    CEO of Pathfinder Asset Management
  • April Mackenzie (Chief Executive at The External Reporting Board)

    April Mackenzie

    Chief Executive at The External Reporting Board
  • Fiona Whyte (Specialist Lead Integrated Financial System at Financial Markets Authority (FMA))

    Fiona Whyte

    Specialist Lead Integrated Financial System at Financial Markets Authority (FMA)
Afternoon tea
Data and disclosures to drive better outcomes – preparing for TCFD and how we use it to drive better investment outcomes
Philip Houghton-Brown•Lucas Kengmana•Erica Miles•Alex White

NZ is the first country globally legislating for financial services firms to disclose under the TCFD. So how do we use the process and disclosures to drive better outcomes for our investments, and how can our engagement and stewardship activities be targeted to get us the information we need.

  • Philip Houghton-Brown (Head of Investment Solutions at BT Funds Management (NZ) Limited)

    Philip Houghton-Brown

    Head of Investment Solutions at BT Funds Management (NZ) Limited
  • Lucas Kengmana (Senior Investment Strategist at New Zealand Superannuation Fund)

    Lucas Kengmana

    Senior Investment Strategist at New Zealand Superannuation Fund
  • Erica Miles (Director of West Nine Consulting Limited)

    Erica Miles

    Director of West Nine Consulting Limited
  • Alex White (Sustainable Finance Team Leader at Ministry for the Environment, New Zealand)

    Alex White

    Sustainable Finance Team Leader at Ministry for the Environment, New Zealand
Executive reflections on how embracing sustainability into leadership, strategy and culture is driving value • in conversation
Andrew Bascand•Reuben Casey
  • Andrew Bascand (Managing Director of Harbour Asset Management)

    Andrew Bascand

    Managing Director of Harbour Asset Management

    Andrew is Managing Director of Harbour and holds responsibility for Australasian Equity growth portfolios. Prior to joining Harbour Asset Management, Andrew spent 10 years with AllianceBernstein New Zealand as Senior Vice President and Portfolio Manager responsible for portfolio construction of all Australasian mandates. In that role Andrew and his team were consistently recognised by the industry for excellence in funds management. Andrew has more than 37 years’ investment management experience including roles with the Reserve Bank of New Zealand, Bank of England, AMP and with Merrill Lynch Global Asset Management (UK) as Managing Director of Global Equity Products. With Merrill Lynch, Andrew managed global equity accounts for pension funds in Japan, Sweden, Spain, Chile, England, the US, Germany and South Africa.

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  • Reuben Casey (CEO of the outdoor division at Kathmandu Group)

    Reuben Casey

    CEO of the outdoor division at Kathmandu Group

    Reuben was appointed CEO of the Outdoor division of the Kathmandu Group (global responsibility for Kathmandu and Oboz brands) in October 2019 following the Groups acquisition of Rip Curl. Prior to this Reuben had been the Group COO and Group CFO after joining Kathmandu in 2010 as Group Financial Controller. Before joining Kathmandu, Reuben held a range of senior financial management roles including Taylormade Adidas Golf, Meridian Energy and KPMG. Reuben has a Bachelor of Commerce, a Bachelor of Arts from the University of Canterbury and has completed the Advanced Management Programme at INSEAD.

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Conference wrap up
Matthew Mimms
  • Matthew Mimms (Managing Director of The Investment Store)

    Matthew Mimms

    Managing Director of The Investment Store

    Matthew Mimms is the Founder and Managing Director of The Investment Store. Matt has over 30 year's experience in financial services in both the UK and New Zealand. Immediately prior to establishing the Investment Store, Matt was head of Retail Sales and Service at BT Funds Management.

    Matt has been integrally involved in the NZ investment and financial adviser industry for 20 years including a 2 year stint as Chair of the Auckland branch for the then named Financial Planners and Insurance Advisers Association. Matt is a strong advocate for responsible investing and is currently a board member of the Responsible Investment Association of Australasia (RIAA).

    He has a business degree from the University of Sheffield (UK) and a Diploma in Business Studies (personal financial planning) from Massey University.

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Networking drinks and canapés