Welcome to Country - Uncle Allen Madden from Metropolitan Local Aboriginal Land Council
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 450+ 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.
The invasion of Ukraine has raised bare a number of critical ESG issues that many in the sector were not prepared for. There are critical lessons for RI from this conflict and the many other conflicts around the globe that are forcing responsible investors to think afresh on our role in responding to these great global challenges.
How do you ensure you are not greenwashing? What do you need to do to ensure you are marketing products correctly, and substantiating your responsible investment claims? This session will provide insights on how to avoid greenwashing, how to appropriately market products, and ensure you’re delivering investments that align with expectations of your clients.
The abrupt divestments that followed Russia’s invasion of Ukraine re-ignited a decades-old debate about “exit versus voice.”
This session applies the elements of Active Ownership 2.0, to identify the circumstances under which each will be effective, and the role of different types of investors in each.
You've taken the first step, now the real work awaits. What is needed to move from words to deeds and rapidly decarbonise your portfolio? This session is an overview of the practical steps investors need to take once they have formalised a commitment to net zero.
What can investors do to promote racial equity in the workplace and through their investment decisions? Which international developments can be leveraged and how applicable are they to the Australian context? Gender diversity has become a mainstream issue for the corporate and finance sectors – with the rise of the Black Lives Matter movement, will racial and ethnic diversity be next? And how can your organisation equip itself to embrace this challenge?
Using real world examples, this session will unpack what is Active Ownership 2.0 as it relates to First Nations peoples' rights, and how business and investors are coming together with First Nations leaders to build systemic change. It will explore how investors can positively influence issues related to First Nations Peoples, including cultural heritage management and Free Prior and Informed Consent, and discuss what comes next.
What does net zero look like for a company built, in part, by emitting carbon? How does it tackle the challenge? Explore the opportunities and issues that the increased focus on sustainability is bringing to some of Australia's iconic companies, and how companies are engaging with and responding to investors.
Globally, responsible investment continues to take up ever stronger focus in the world's major finance markets. But how is this playing out differently across those markets, and what are the global developments that will impact us here in Australia. Hear from CEO's of the world's leading sustainable investment organisations, chaired by RIAA CEO and GSIA Chair, Simon O'Connor.
Ross Piper is the Chief Executive Officer of Christian Super, a $2 billion superannuation fund with over 30,000 members across Australia. He has over 25 years of leadership and management experience in corporate and non-profit contexts. Prior to Ross’ appointment as Christian Super CEO in January 2018, he was Chief Operating Officer with World Vision Australia and also served with World Vision International for several years in the Middle East, Eastern Europe and various countries of the former Yugoslavia.
During his career Ross has held a number of positions in the corporate sector, primarily in investment banking and mining. He was Head of Corporate Risk for Macquarie Bank for several years, and his early professional experience was gained in Indigenous communities and the mining sector, where he worked in the area of training and community development. For six years he served as a Director and Founding Chair of AgroInvest, a large microfinance bank serving rural families in Serbia and Montenegro, and currently sits on various other boards for organisations focused on social enterprise and technology. He is currently Deputy Chair of the Responsible Investment Association Australasia. Ross’ formal qualifications include a BSc (Geophysics), GradDipEd, and MBA (Deakin University).
Estelle Parker leads RIAA’s research, certification, policy, standards and working group programs. She brings 20 years’ experience leading strategic initiatives as a diplomat, policy analyst, stakeholder manager and strategic planner with the Department of Foreign Affairs and Trade (DFAT). Estelle has served, inter alia, as Acting Ambassador and Deputy Ambassador to Mexico, Central America and Cuba; Deputy State Director (Victoria); Policy Adviser to the Regional Assistance Mission to Solomon Islands; and as Director overseeing the development and management of bilateral relationships.
Estelle also worked for five years at the University of Melbourne, where she lectured in the Master of Public Policy and Management and Master of International Relations. She is currently Chair of the Board at Wild at Heart Community Arts, which helps people who experience disability, mental illness and disadvantage to tell their stories through art and music making.
This session will examine why nature has become one of the top issues for investors and the finance sector. 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 Australian stakeholders. This session will bring together leading international and domestic knowledge and expertise about how we can meet the challenge of putting nature at the heart of finance in Australia.
Stephen Jones is the Federal Member for Whitlam and Shadow Assistant Treasurer and Shadow Minister for Financial Services and Superannuation.
Stephen was first elected to the Federal Parliament in 2010 representing the Southern Illawarra seat of Throsby. He was re-elected at the 2013 election and elected to the re-named seat of Whitlam in the 2016 election.
Stephen holds a Bachelor of Arts degree from the University of Wollongong and a Bachelor of Laws degree from Macquarie University.
Prior to entering the Federal Parliament he worked as a community worker for various front line disability services, youth and health services and as a lawyer with the Australian Council of Trade Unions (ACTU) and as the Secretary of the Community and Public Sector Union (CPSU).
Investors are starting to pay attention to the social consequences of climate change. As the world's economy responds to climate change, what investment approaches can be brought to bear to ensure the transition is a just one that supports an inclusive economy and sustainable development?
By not investing with a gender lens, investors are missing out on attractive investment opportunities. Gender equality is not just about supporting women. It is about harnessing the power and knowledge of 50% of the population to build innovative solutions to today's problems. Evidence shows that all-women and mixed-gender teams outperform all-male portfolio management teams, and that companies with at least one female founder outperform all-male founder teams. In this session, hear from a panel of experts on how to integrate a gender lens to capitalise on investment opportunities.
We are seeing increased harmonisation of frameworks and standards for managing impact and sustainability reporting - some being legislated and others remaining voluntary. What is the current state of play, the merits of the various offerings and the remaining gaps in the market?
Edward is co-head of the Environmental Strategies Group within Fundamental Active Equities and ESG Champion at BNP Paribas Asset Management.
He is responsible for all activities related to the management and performance of the organisation’s environmental strategies and portfolios, including a specialist team of 6 investment and research professionals.
In his capacity as Senior Portfolio Manager, Edward is the co-lead portfolio manager for the Energy Transition Fund, Environmental Absolute Return Thematic Fund (EARTH) and the Ecosystems Restoration fund. He joined BNPP AM in 2019.
Edward began his career in 1994 at Morgan Stanley in New York in investment banking and private equity. He joined Goldman Sachs in 2000 where he was an MD and founded and co-ran the Goldman Sachs Thematic Investment Group (2005-2009). Edward set up thematic fund Clear River Capital in 2009 and subsequently went to UBS as a MD to start a principal investing business. Since 2012, Edward was the CEO and co-founder of North Shore Partners that became part of Duet Asset Management in 2015 and later co-founded Sustainable Solutions (2017-2019) with a focus on developing environmental solutions strategies across long only as well as log short strategies.
Edward has over 27 years of investment management experience across thematic investments, capital structure and private markets. He holds a MBA from Wharton and a BA from Amherst College and is based in London.
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 450+ 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.
Zsuzsa looks after RIAA’s many research products, 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.
Susheela Peres da Costa is the chair of the Responsible Investment Association of Australasia and is a director of the US-based not-for-profit, The Shareholder Commons.
She has been advising domestic and international financial institutions on responsible investment since 2006, including almost 16 years in leadership roles with responsible investment boutique Regnan / Governance Advisory Service.
As Head of Advisory, she supported some of the world’s largest institutions to achieve strategic and commercial objectives, such as an upgrade in stewardship strategy for the UN-backed Principles for Responsible Investment and a global leadership position in sustainable investment for a global full-service bank based in Zurich.