CEO of Responsible Investment Association Australasia
A Stewardship Code for New Zealand Jorge Waayman•Erica Miles•Philip Houghton-Brown•Nicola Swan
The eagerly-awaited Stewardship Code will be launched at RI Aotearoa NZ 2022, providing guiding principles around stewardship for responsible investors in Aotearoa. Hear from experts involved in developing the Code about how it will drive stronger investor ownership practices to protect and enhance long-term value.
Jorge Waayman
Manager, ESG Research at Harbour Asset Management
Erica Miles
Director of West Nine Consulting Limited
Philip Houghton-Brown
Head of Investment Solutions at BT Funds Management NZ
Nicola Swan
Partner at Chapman Tripp
The changing face of disclosure Paul Gregory•Susan Quinn•Dr Amelia Sharman•Lee White
With ESG and sustainability disclosures on the radar for regulators globally, including the development of the International Sustainability Standards Board (ISSB), being ready for the future of disclosure is now essential for companies and investors. Hear from regulators and standard setters on how the world is shaping up for consistent, comparable sustainability reporting.
Paul Gregory
Director of Investment Management and Acting Director of Capital Markets at Financial Markets Authority
Susan Quinn
Head, Policy and Advocacy at Responsible Investment Association Australasia
Dr Amelia Sharman
Director Sustainability Reporting of External Reporting Board
Lee White
Executive Director of IFRS Foundation
Morning tea break
Losing social licence Victoria Harris•Frances Sweetman•Hamish McNicol•Steffan Berridge
The response from investors was swift for DGL. What was achieved, and what can be learned to help us have a greater impact into the future?
Victoria Harris
Portfolio Manager at Devon Funds
Frances Sweetman
Head of Sustainable Investment and a Portfolio Manager of New Zealand equities at Milford Asset Management
Hamish McNicol
Co-Editor at National Business Review
Steffan Berridge
CIO at Kiwi Invest
Te Ao Māori Investing-An Aotearoa New Zealand approach to responsible investment Jo Kelly•Jodi Hayward•Fonteyn Moses-Te Kani
This session will explore Te Ao Māori. How acknowledging the interconnectedness and interrelationship of all living and non-living things can apply more broadly to investment finance and investment markets. We will showcase work with Māori communities to improve economic outcomes, efforts to scale up Te Ao Māori view within economics and finance, applying the unique Te Ao Māori view to investing.
Jo Kelly
Chief Executive at Toitū Tahua-Centre for Sustainable Finance
Jodi Hayward
Chief Executive Officer at Te Pai Roa Tika o te Taitokerau
Fonteyn Moses-Te Kani
Head of Maori, Iwi, Diversity and Inclusion at Westpac New Zealand Limited
Lunch break
Collaborating for impact Katie Beith•Simon O'Connor•Conor Roberts
In response to the March 2019 Christchurch mosque terror attacks that killed 51 and injured 40 people, New Zealand’s government-owned investors, supported by 105 global investors representing approximately NZD$13.5 trillion, began a collaborative effort to engage the world’s three largest social media companies (Facebook, Alphabet and Twitter). Their aim was to strengthen controls to prevent the livestreaming and dissemination of objectionable content.
Katie Beith
Head of ESG at Forsyth Barr
Simon O'Connor
CEO of Responsible Investment Association Australasia
Conor Roberts
Senior Communications Strategist at New Zealand Superannuation Fund
Ending Modern Slavery: what’s next for investors in Aotearoa New Zealand Gary Shaw•Måns Carlsson OAM•Arti Prasad•Min Wah Voon
Modern slavery is one of the top ESG issues for investors around the world. Now that Aotearoa New Zealand has held a consultation on a legislative response to modern slavery and worker exploitation, forced labour, people trafficking and slavery, what can investors expect? What can we learn from the experience in other jurisdictions? What role can investors play to strengthen our collective efforts to end modern slavery?
Gary Shaw
Social Impact Manager at KMD Brands
Måns Carlsson OAM
Head of ESG at Ausbil Investment Management
Arti Prasad
Senior Investment Strategist at NZ Superfund
Min Wah Voon
Program Manager at RIAA
Afternoon tea break
Conflict, war and the challenges for ESG – RIAA's Human Rights Working Group Fauve Kurnadi•Pablo Berrutti•John Berry
Russia's invasion of Ukraine has laid bare risks to investors in a world of constant geopolitical challenges. Companies and corporate executives are being prosecuted for being complicit in war crimes in other jurisdictions. This session will provide an introduction to corporate risk and responsibility under international humanitarian law, providing investors with all they need to know about doing responsible business in a situation of armed conflict, and what best practice looks like under the laws of war.
Fauve Kurnadi
Legal Adviser - International Humanitarian Law at Australian Red Cross
Pablo Berrutti
Senior Investment Specialist at Stewart Investors
John Berry
CEO of Pathfinder Asset Management
Fuelling the transition. Insights from a CEO on financing emission reductions Mike Fuge•Craig Stent
On the couch discussion with Contact Energy CEO Mike Fuge. Unpacking the innovation required to move a carbon heavy organisation towards reduced emissions and Paris alignment.
Mike Fuge
Chief Executive Officer at Contact Energy
Craig Stent
Head of Equities at Harbour Asset Management
Conference wrap up Matthew Mimms
Matthew Mimms
Director of The Investment Store
Official close of conference-Karakia
Responsible investment 101 Simon O'Connor•Cassandra Williams
Simon O'Connor
CEO of Responsible Investment Association Australasia
Cassandra Williams
Head of Certification and Ratings at RIAA
Morning tea
From conversation to action: integrating responsible investing into the client interview process Tanya Gilchrist•Peter Lee•Dave Rae•Mike Ross
Advisers have obligations to “know your client” in order to provide the most appropriate advice. Specifically, Code Standard 1 ‘Treat clients fairly’ states this means “listening to clients, considering their views and responding to their concerns and preferences”. Given 74% of consumers in a 2022 RIAA & Mindful Money survey want to invest ethically, “know your client” now includes asking clients about their ethical preferences and to what extent clients want them included in investment recommendations.
Tanya Gilchrist
Director of DecisionMakers Tauranga
Peter Lee
Principal at Ethical Investing NZ Ltd
Dave Rae
Certified Financial Planner at ETHINVEST PTY. LIMITED
Mike Ross
Founder and Investment Adviser of Evergreen Advice Limited
What do consumers want in their portfolios? Barry Coates•Dean Hegarty•Diana Papadopoulos•Rebekah Swan
Every day, more and more consumers across the country are moving their Kiwisaver and investment portfolios towards ‘ethical funds’ that align with their values. But what do Kiwi’s really want when looking for ethical funds, and how do our values, demographics and expectations impact what you need to provide. This session will unpack the leading research on consumer sentiment and motivations within Aotearoa NZ. Experts from within the industry will help you better understand your customers, and what they’re looking for in an investment product.
Barry Coates
Founder and CEO of Mindful Money
Dean Hegarty
Executive Manager, Membership & Engagement at RIAA
Diana Papadopoulos
CCO at Booster Financial Services
Rebekah Swan
Head of New Zealand Public Investments at Macquarie Asset Management (NZ)
Lunch break
Putting nature at the heart of finance – RIAA's Nature Working Group Tama Potaka•Shara Lohrasb•Dr Robin Mitchell•Michelle Cameron
More than half of global economic output is dependent on biodiversity and ecosystem services. This session will explore the role nature plays in a prosperous economy and underpinning our future investments. Experts and practitioners will examine the business case, risks, opportunities and systemic considerations of nature and natural capital for investors, as well as the latest developments from the Taskforce on Nature-related Financial Disclosures (TNFD) and the response from Aotearoa New Zealand stakeholders.
Tama Potaka
Chief Executive Officer at Ngāi Tai ki Tāmaki
Shara Lohrasb
Associate Director of Clean Energy Finance Corporation
Dr Robin Mitchell
CEO & Co-Founder of Nature Positive
Michelle Cameron
Head of Sustainable Finance and Investment, Asia at Refinitiv
Building responsible investment portfolios Carey Church•Matthew Mimms•Cassandra Williams•Chris Douglas
With interest and popularity in responsible investing on the up, a growing number of investors are seeking advice on investing in responsible funds and portfolios. In this session, we examine ways that advisers can decipher between the growing number of responsible investment labelled offerings, and discuss approaches to constructing responsible investment portfolios.
Carey Church
Ethical Investments Adviser, Financial Planner and Managing Director of Moneyworks NZ Ltd
Matthew Mimms
Director of The Investment Store
Cassandra Williams
Head of Certification and Ratings at RIAA
Chris Douglas
Principal at MyFiduciary Limited
Networking drinks and canapés Arti Prasad•Simon O'Connor•Matthew Mimms•Dave Rae•Dianna Enlund
All conference attendees can join the networking drinks and canapés, held downstairs in the Anchorage Room. Proudly supported by S&P Global.
Arti Prasad
Senior Investment Strategist at NZ Superfund
Simon O'Connor
CEO of Responsible Investment Association Australasia
Matthew Mimms
Director of The Investment Store
Dave Rae
Certified Financial Planner at ETHINVEST PTY. LIMITED
Dianna Enlund
ESG Solutions Director of S&P Global Sustainable1
Attendees seated
Main course served
Dessert served
Guests depart
This is a past event
Responsible Investment Association Australasia might have other events you're interested in.