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Paul Clements-Hunt (Chief Executive Officer at The Blended Capital Group)

Paul Clements-Hunt

Chief Executive Officer at The Blended Capital Group

Over 30 years Paul Clements-Hunt has built and managed cross disciplinary boards and teams in business, the United Nations, and civil society organisations to drive the sustainable finance agenda.
In 2004, as a United Nations official, Paul coined ESG (environmental, social and governance), now mainstreaming in investment globally. In April 2006, Paul’s UNEP Finance Initiative team successfully delivered the UN Principles for Responsible Investment (PRI) launched by the late UN Secretary General Kofi Annan. Paul was a Founding UN Board Member to the PRI from launch for six years (2006-2012). The PRI is backed in March 2022 by more than 4500 institutions representing U$83 trillion in assets under management. In October 2021 Paul was asked by the UN to prepare a briefing paper for the Sustainable Finance Working Group (SFWG) of the G20 Finance Ministers/ Central Bank Governors. The paper focuses on the future of sustainable finance in the context of accounting, reporting and disclosure. In March 2012 Paul left the UN to establish The Blended Capital Group, an advisory company which also invests in sustainability aligned business. MWEZI Solar is one such example. In 2012, Paul backed MWEZI, a for-profit last mile distributor of clean energy and productive use solar powered agricultural technologies now serving 60,000 farming and fishing families in Western Kenya through affordable credit with insurance. Paul is now taking the MWEZI model into Amazonia, Brazil, with the backing of one of the country’s largest water and sanitation utilities. Paul’s pro-bono roles for change-making organisations have included: Chair, Board of Trustees for Future-Fit Foundation, a UK Charity working to position business as fit for purpose for the 21st Century; and for four years he was Chair of the SOS SAHEL International Advisory Council, advising the largest and oldest French NGO in Africa, working on food security and nutrition issues across the 11 Sahelian Countries since 1977.

Fiona Reynolds (CEO of Conexus Financial)

Fiona Reynolds

CEO of Conexus Financial

Fiona Reynolds served as the CEO of the Principles for Responsible Investment (PRI) for over nine years stepping down in December 2021. She joined Conexus Financial as CEO starting in March 2022.
Fiona has 25 years' experience in the financial services and pension sector and prior to the PRI spent seven years as CEO of the Australian Institute of Superannuation Trustees (AIST).
Fiona currently serves on the Investment Committee of the Laudes Foundation and the Advisory Board of the BASF, Affirmative Investment Management, PWC and Quinbrook Infrastructure Fund. She is also on the board of Frontier Investment Consulting. Previously, she served on the board of the UN Global Compact, chaired the Financial Services Commission into Modern Slavery and Human Trafficking and was a member of the Finance Against Slavery and Trafficking Global Steering Committee. She was also a member of the International Integrated Reporting Council, the Global Advisory Council on Stranded Assets at Oxford University, the Advisory Board for the Green Investment Principles for the Belt and Road and served on Advisory Council for Bloomberg Green and the Steering Committee for Climate Action 100+.
Fiona was named one of the 20 most influential people in sustainability globally by Barron’s magazine and has twice been named one of Australia’s one hundred women of influence by the Australian Financial Review.

Graeme Innes AM (Lawyer, author, and company director)

Graeme Innes AM

Lawyer, author, and company director

Graeme Innes AM is a lawyer, author, and company director. His autobiography Finding A Way achieved popular acclaim in 2016.
He has been a human rights practitioner for more than 30 years and is a conference presenter and facilitator.

Graeme was a Commissioner at the Australian Human Rights Commission for nine years, responsible for issues relating to disability, race and human rights.

Graeme led the merger of four blindness agencies to form Vision Australia, and chaired the board of that agency. He is currently the chair of the Attitude Foundation, a start-up aimed at using media to change attitudes towards Australians with disabilities.
He is also a Director of:
• Life Without Barriers, a $700 million turnover NFP providing support to people with disabilities, Aboriginal people, asylum seekers and children in out-of-home care;
• The State Insurance Regulatory Authority, regulating workers’ compensation and motor vehicle accident insurance in NSW.

Graeme was awarded an AM for his work on the development of the Disability Discrimination Act, was a finalist for Australian of the Year, and, on the international stage, he was a member of the Australian delegation that participated in negotiating the UN Convention on the Rights of People with Disabilities. He was awarded Honorary Doctorates by the University of Canberra in 2014, RMIT University in 2016, UNSW in 2017 and Edith Cowan University in 2018, in recognition of his work as a human rights activist.

Fiona Wild (Vice President, Sustainability and Climate Change at BHP)

Fiona Wild

Vice President, Sustainability and Climate Change at BHP

Fiona has almost 25 years’ experience in multinational oil and gas and resources companies, ranging from frontline operational management to corporate strategic development across a variety of countries and businesses. She is a leading voice on how resources companies can manage climate-related risks and support a low carbon transition in line with the goals of the Paris Agreement.
In her current role, she leads the design and implementation of BHP’s climate change strategy, including activities in the areas of portfolio evaluation, operational and value chain decarbonisation, physical risk and adaptation, reporting and disclosure, and stakeholder engagement. She advises the Board and senior management on emerging climate change trends and represents BHP in engagements with international NGOs, academics, peers, industry associations, governments and investors.
She began her career with oil and gas major BP and gained extensive experience in carbon management, climate policy and low carbon business development, including supporting BP as it investigated opportunities to develop commercial-scale Carbon Capture and Storage (CCS) facilities.
In December 2015, Fiona was appointed to the Financial Stability Board’s Task Force on Climate-related Financial Disclosures, reporting to the G20. She also holds several Board positions, including Deputy Chair of the Global Carbon Capture and Storage Institute (GCCSI).

Stephen Jones MP (Federal Member for Whitlam and Shadow Assistant Treasurer and Shadow Minister for Financial Services and Superannuation)

Stephen Jones MP

Federal Member for Whitlam and Shadow Assistant Treasurer and Shadow Minister for Financial Services and Superannuation

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).

Kylie Porter (Executive DIrector of UN Global Compact Network Australia)

Kylie Porter

Executive DIrector of UN Global Compact Network Australia

Kylie Porter is the Executive Director of the UN Global Compact Network Australia (UNGCNA); the Australian Local Network of the United Nations (UN) Global Compact. Kylie is a sustainability leader with expertise in delivering responsible business strategies and guiding businesses on reputation risk management for environmental, social and governance (ESG) issues.

As the Executive Director, Kylie leads a team of experts across the fields of business and human rights, climate change, anti-bribery and corruption and the Sustainable Development Goals. During her tenure, membership of the GCNA has doubled and over A$1.5million of grants and associated funding has been awarded to the organisation. Prior to joining the GCNA, Kylie’s career included working in the financial services, professional services and international development sectors in Australia, the UK and Singapore. Kylie’s also led engagement with consumer advocacy groups for National Australia Bank’s (NAB) Corporate Affairs team for the Royal Commission into Misconduct in the Financial Services Industry.

Kylie is a member of the Australian Government’s Modern Slavery Expert Advisory Group and alternate-Chair for the UN Global Compact’s Regional Network Council (Asia-Oceania). Kylie was previously a member of the Australian National Contact Point’s (AusNCP) Governance and Advisory Board and the Cross-Sector International Partnerships Initiative’s (XSPI) Advisory Group. She was a director of the Council for Single Women and their Children from 2017 to 2019.

Kylie holds a Bachelor of Business, Bachelor of Arts and a Masters’ degree in Social Science majoring in International Development. Kylie is also a Graduate of the Australian Institute of Company Directors (AICD) Company Director’s Course.

Edward Lees (Co-head Environmental Strategies Group & Co-lead Portfolio Manager at BNP Paribas Asset Management)

Edward Lees

Co-head Environmental Strategies Group & Co-lead Portfolio Manager at BNP Paribas Asset Management

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.

Gretta Stephens (Chief Executive Climate Change & Sustainability at BlueScope)

Gretta Stephens

Chief Executive Climate Change & Sustainability at BlueScope

Gretta Stephens joined BlueScope as Chief Executive New Zealand & Pacific Islands in 2018. Gretta led the mining, manufacturing and downstream businesses in New Zealand and the Lysaght and Acier manufacturing and distribution businesses in the Pacific Islands.

In early 2021 Gretta was appointed Chief Executive Climate Change for BlueScope globally. In this role, Gretta leads the development and implementation of BlueScope’s Climate Strategy and decarbonisation pathway towards the goal of net zero greenhouse gas emissions by 2050. From early 2022 Gretta has taken on an expanded role as Chief Executive Climate Change & Sustainability.
A qualified engineer, Gretta has over 30 years’ experience in heavy industry in Australia and New Zealand and has held senior leadership roles in operations leadership, business transformation and technical development. Gretta is a member of the Institute of Company Directors, and has sat on a number of internal boards including the New Zealand Business and Parliamentary Trust, was a member of the NZ Prime Minister’s Business Advisory Council and the Electricity Authority’s Security and Reliability Committee.
Prior to joining BlueScope, Gretta was in the aluminium industry, as General Manager and Chief Executive of New Zealand Aluminium Smelters from 2013-2018 and General Manager of Business Improvement & Technology for Rio Tinto’s Pacific Aluminium business from 2010.
Gretta holds a B.Sc in Chemistry & Materials Science and a B.E in Materials Engineering (Hons) from Monash University.

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 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.

Jamie Lowe (CEO of National Native Title Council)

Jamie Lowe

CEO of National Native Title Council

Jamie Lowe is a Gundjitmara Djabwurrung man and CEO of the National Native Title Council (NNTC). Jamie is an elected representative on the historic First Peoples’ Assembly of Victoria, representing the Eastern Maar People, tasked with negotiating a Treaty framework with the Victoria Government.

Jamie was previously CEO of the Eastern Maar Aboriginal Corporation, appointed by the Federal Court to hold native title rights and interests for Eastern Maar citizens over their country in southwestern Victoria. Jamie still stays involved in community and negotiations of settlement for future Eastern Maar claims, and is a strong advocate for Traditional Owners, both in Victoria and across the country.

Jens Peers (CEO and CIO of Mirova US)

Jens Peers

CEO and CIO of Mirova US

Jens Peers has been part of Mirova/Ostrum AM since 2013. Previously head of environmental equities at Kleinwort Benson Investors, Jens Peers is a thematic investment expert with 22 years of experience. At Kleinwort, he developed and managed several thematic strategies (demographic and environmental), including water, agribusiness, and clean tech. Jens joined Mirova in 2013 as CIO Sustainable Equities, and has been portfolio manager on the Global Sustainable Equity strategy since its launch in 2013.
Jens has considerable international experience and has extensive knowledge of consultants’ and clients’ needs. He is a frequent speaker at international conferences on environmental, water, and agricultural themes.

Sybil Dixon (Governance and Sustainability Manager at UniSuper Management)

Sybil Dixon

Governance and Sustainability Manager at UniSuper Management

Sybil Dixon (B Bus, M App Fin) is the Governance and Sustainability Manager UniSuper, the Superannuation fund for Australia’s higher education sector. Since joining UniSuper’s Investment Department in 2008, Sybil has been undertaking ESG research and analysis since 2015, leading the development of UniSuper’s TCFD disclosures. She is the Company Secretary for the Investor Group on Climate Change (IGCC) and a lead investor for CA100+.

Susheela Peres da Costa (Chair at Responsible Investment Association Australasia)

Susheela Peres da Costa

Chair at Responsible Investment Association Australasia

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.

Andrew Parker (Chief Sustainability Officer at QANTAS)

Andrew Parker

Chief Sustainability Officer at QANTAS

Andrew Parker was appointed Chief Sustainability Officer in August 2021 to drive the Group’s sustainability and ESG (environment, social and governance) strategy and commitments.

This includes the Group’s 2050 net zero emission plan – one of the first of any airline worldwide – and our program for waste and plastic eradication. He also manages the integration of ESG in to all aspects of the business.

Prior to this role, Andrew was Group Executive – Government, Industry, International and Sustainability from 2013 to August 2021, having led the Group’s Sustainability efforts since 2017.

Before Qantas, Andrew was Senior Vice President – Public, International, Industry, Environment Affairs at Emirates, based in Dubai and was a key architect in the Qantas Emirates alliance that launched in 2013.

Andrew previously worked in public affairs, government and journalism.

He is the Chair of the Australia Day Council of NSW.

Kathryn McDonald (Co-Founder of Radiant ESG)

Kathryn McDonald

Co-Founder of Radiant ESG

Kathryn’s professional background is in quantitative investing. She joined the risk modelling company BARRA immediately after graduate school, then joined AXA IM Rosenberg and held a variety of roles from portfolio manager, Head of Investments for Australia/New Zealand, and finally Head of Sustainable Investing. She left AXA IM Rosenberg in early 2020. She has since co-founded Radiant ESG, a consulting firm that advises on investment approaches to ESG integration, diversity and inclusion, and corporate culture. She is also the founder of Aquanos Collective, a company focused on water risk and innovation in water infrastructure and technology. Kathryn is a board member of the Responsible Investment Association of Australia (RIAA).

Sue Lloyd (Vice-Chair at International Sustainability Standards Board)

Sue Lloyd

Vice-Chair at International Sustainability Standards Board

Sue Lloyd will serve as Vice-Chair of the International Sustainability Standards Board (ISSB) from 1 March 2022, when she steps down from her current position as Vice-Chair of the International Accounting Standards Board (IASB) and Chair of the IFRS Interpretations Committee.

In addition to her IASB responsibilities, she played a leading role in the establishment of the ISSB from 2020, including as a member of the Technical Readiness Working Group, which was created by the Trustees to give the ISSB a running start.

Prior to becoming an IASB member, Ms Lloyd worked for the IFRS Foundation as a senior technical director, leading the development of new IFRS Accounting Standards, and as director of capital markets with responsibility for the IASB’s reform of accounting for financial instruments. She also worked for the IFRS Foundation from 2002 to 2004 as a technical project manager.

Ms Lloyd has held various positions in investment banking both in the UK and in Australia and has served as a member of the Australian Accounting Standards Board (AASB). She has a Master’s degree in accounting and finance from the University of Auckland in New Zealand.

Adam Kanzer (Head of Stewardship – Americas at BNP Paribas Asset Management)

Adam Kanzer

Head of Stewardship – Americas at BNP Paribas Asset Management

Adam is Head of Stewardship for the Americas at BNP Paribas Asset Management. In this role, he is responsible for will leading BNPP AM’s stewardship activities in North America, including researching key corporate governance issues, undertaking direct and collaborative corporate engagement, and working with policymakers on key issues relating to sustainable finance and investment. Adam joined our firm in 2018 and is based in New York.
Adam is a widely-recognised industry leader within US corporate engagement and public policy advocacy, with a wealth of experience in a broad range of ESG issues, including climate change, deforestation, labour standards, human rights and supply chain management. He has been an active member of a wide variety of ESG networks and organisations, and has been instrumental in helping companies to evolve their corporate practices in key areas. His expertise will be invaluable as we expand our sustainable capabilities globally and reinforce our commitment to ESG.
Adam joins us from Domini Impact Investments in New York, where he was Managing Director of Corporate Engagement. There, he built a corporate engagement programme focused on improving the ESG performance of major US corporations, as well as developing Domini’s public policy advocacy programme and proxy voting policies. He began his career as a Litigation Associate at New York law firm Cahill, Gordon & Reindel.
Adam has over 20 years of industry experience. He holds a bachelor’s degree in Political Science from the University of Pennsylvania and a doctoral degree in Law from Columbia Law School.

Guy Williams (Co-Chair of Nature Working Group & Director, Biodiversity and Natural Capital - Sustainability and Climate Change at Deloitte)

Guy Williams

Co-Chair of Nature Working Group & Director, Biodiversity and Natural Capital - Sustainability and Climate Change at Deloitte

Guy Williams is a Director in Deloitte's Risk Advisory practice supporting a global network of clients to develop science-based solutions to existing and emerging biodiversity challenges. Guy brings a unique balance and perspective to the rapidly evolving natural capital agenda, gained from over twenty years field research in landscape ecology across Asia and the Pacific, academic skills in biodiversity, anthropology, and corporate sustainability, combined with his ongoing work advising business to better manage and effectively value nature. Guy serves on the membership of the Taskforce on Nature-Related Financial Disclosure, the IUCN Commission on Ecosystem Management and Species Survival Commission, and is an active supporter of the Science Based Targets Network. Guy maintains a deep and ongoing interest in community-led conservation, and the use of digital media to support effective conservation strategies.

Rachel Alembakis (Managing Editor at FS Sustainability)

Rachel Alembakis

Managing Editor at FS Sustainability

Rachel Alembakis is the Managing Editor of FS Sustainability a Rainmaker title that examines how investors and companies integrate environmental, social and corporate governance issues into their decision-making processes. She has more than a decade's experience covering investment issues for a range of publications in Australia and overseas. She holds an MSc in Politics of the World Economy from the London School of Economics and Political Science and undergraduate degrees in journalism and political science from Boston University.

James Alexander (Chief Executive at UKSIF: UK Sustainable Investment & Finance Association)

James Alexander

Chief Executive at UKSIF: UK Sustainable Investment & Finance Association

James has a background in international climate finance and infrastructure finance as well as many years’ experience in leadership roles in membership organisations. Most recently, James supported global megacities to overcome the substantial barriers to financing climate action as Director of the City Finance Programme at the C40 Cities Climate Leadership Group and Head of the C40 Cities Finance Facility – a project preparation facility he developed, now supporting cities across the world to structure nearly a billion dollars of sustainable infrastructure transactions

Masaru Arai (Chair at Japan Sustainable Investment Forum)

Masaru Arai

Chair at Japan Sustainable Investment Forum

Masaru Arai is chair of the Japan Sustainable Investment Forum and a senior engagement consultant at EOS and focusses on engagements and business development in Japan. He has 18 years of experience in responsible investment, 19 years in investment trust management and 20 years in the brokerage and underwriting business. He has been a member of the FTSE ESG advisory committee since 2005 and a member of the Sustainable Investment Advisory Committee. He also was a member of the Sustainable Financial System Advisory Group of the PRI in 2016 and in 2015 acted as a PRI board member. He is a regular member of the committees on ESG issues set up by the Ministry of the Environment, as well as by the Ministry of Economy, Trade and Industry, and the Ministry of Foreign Affairs in Japan. Masaru worked at Daiwa Asset Management for 19 years, of which he spent seven years as its chief investment officer. Prior to that, he spent 20 years at Daiwa Securities, specialising in global investment and finance business. He has working experience in France, Egypt, Saudi Arabia, Australia and Hong Kong. Masaru holds a BA in Business and Commerce from Keio University, Japan, and studied at the Center for Arabic Studies at the American University in Cairo.

Katie Beith (Head of ESG at Forsyth Barr)

Katie Beith

Head of ESG at Forsyth Barr

Katie joined Forsyth Barr in November 2021 as the Head of ESG. Katie is responsible for incorporating ESG (environment, social and governance) principles into Forsyth Barr’s research process, investment strategy and client reporting as well as assisting advisers with specific client needs.

Katie was previously with the New Zealand Super Fund as a Senior Investment Strategist for Responsible Investment. In that role she was a key contributor to driving the Fund’s Climate Change Investment Strategy and designing its revamped Sustainable Finance Strategy. Katie also led the Fund’s engagement programme and was influential in creating momentum behind the Fund’s increase in impact investment activity.

Katie currently serves on the External Reporting Board’s Stakeholder Advisory Panel (XRAP) and is an observer on the NZ National Advisory Board for Impact Investing.

Justin Arzadon (Head of Digital Assets at BetaShares)

Justin Arzadon

Head of Digital Assets at BetaShares

Justin is the Head of Digital Assets, leading sales efforts on cryptoassets, educating and informing clients as they consider investments into this emerging and exciting asset class. He also contributes to the formation of digital asset strategy and product development for the business.

As the longest serving member of the Distribution team, Justin has supported the Institutional, Intermediary Broker and Adviser channels since 2010.
Justin has over 15 years’ experience in the ETF market, initially in North America and more recently in Australia. Before joining BetaShares, Justin was a V.P. Business Development at Horizons Exchange Traded Funds, one of the largest ETF issuers in Canada. Prior to Horizons, he held various roles within the North American Wealth Management industry.

Julia Bailey (Head of Advocacy Strategy / Senior Research Analyst at Melior Investment Management)

Julia Bailey

Head of Advocacy Strategy / Senior Research Analyst at Melior Investment Management

Julia Bailey is Head of Advocacy Strategy and a Senior Research Analyst at Melior. She has 18 years’ experience working as both a sell and buy side analyst across a number of sectors at global investment banks and leading fund managers in the UK and Australia. Julia joined Melior in 2018 and has been involved in developing their impact measurement, gender lens, ESG and advocacy frameworks, and actively engages with ASX300 company senior management teams and boards. Julia received a Bachelor of Science in Biological Sciences (1st Class Honours) with specialisation in Parasitology from King’s College London.

Brendan Baker (Vice President, ESG Climate Specialist at MSCI)

Brendan Baker

Vice President, ESG Climate Specialist at MSCI

Brendan is an MSCI ESG Climate Specialist, supporting institutional investors across APAC to navigate their climate change challenges and strategies. Prior to this role, Brendan was an ESG Research Analyst with MSCI for several years, heading up the Climate Change Content Group, Climate Methodology Committee, and supporting several industry and sector lead research streams. Before MSCI, Brendan worked for CDP in London (the Carbon Disclosure Project), and prior to entering the Responsible Investment sector in 2015 he worked for several years in R&D for the global Mining and Technology company, Alcoa World Alumina based out of Western Australia. Brendan has a background in Science with a BSc in Nanotechnology and a MSc in Environmental Resource Management, majoring in Climate Policy.

Hari Balkrishna (Portfolio Manager / Vice President at T. Rowe Price)

Hari Balkrishna

Portfolio Manager / Vice President at T. Rowe Price

Hari Balkrishna is a portfolio manager for the Global Impact Equity Strategy. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.

Hari’s investment experience began in 2004, and he has been with T. Rowe Price since 2010, beginning in the equities department. He was a research analyst covering European banks, autos, real estate, and Canadian banks from 2010 to 2015 and an associate portfolio manager of the Global Growth Equity Strategy from 2015 to 2020. Prior to this, Hari was employed by Goldman Sachs in Sydney in the financial institutions group of the Investment Banking Division.

Geoff Bollom (Product Director - Trading and Managed Accounts of Macquarie Group)

Geoff Bollom

Product Director - Trading and Managed Accounts of Macquarie Group

Geoff is currently the Product Director for Managed Accounts and Trading within Macquarie’s Wealth business. He is responsible for managing end to end product and technology solutions for clients and advisers across the Macquarie WRAP platform. Geoff brings over 10 years of experience in Wealth including investment analysis and governance that combined with a Macquarie Group led focus on ESG, brings increased solutions through Macquarie WRAP and Managed Accounts solutions.

Jeff Bond (Senior Director, Sustainability Consulting (APAC) of Elevate Limited)

Jeff Bond

Senior Director, Sustainability Consulting (APAC) of Elevate Limited

Jeff leads ELEVATE's Sustainability Consulting work in the Asia-Pacific region. He is responsible for engagement in the region across the full range of ELEVATE sustainability consulting services, including strategy and disclosure, responsible sourcing, human rights due diligence, and climate solutions.

Prior to ELEVATE, Jeff was Director of Strategy at the Global Fund to End Modern Slavery, where he oversaw the development of overall fund strategy as well as the sourcing and launch of new investments and programs. This included work on supply chains and ethical recruitment across sectors such as apparel, construction, agriculture, and the financial sector, and in geographies including Asia, Africa, and Latin America.

Jeff holds an MBA from INSEAD, an MA in International Development from Johns Hopkins University, and a BSFS in International Politics from Georgetown University.

Cath Brokenborough (Chair at Dhawura Ngilan Business and Investor Initiative)

Cath Brokenborough

Chair at Dhawura Ngilan Business and Investor Initiative

Cath is a proud Wiradjuri First Nations woman and is the Executive Lead for First Nations engagement and reconciliation at Lendlease. In this role, she has led the development and implementation of three Reconciliation Action Plans, including 2 Elevate RAPs.

Cath has more than 30 years of construction and property industry management experience at both project and corporate executive level.

She is the first female Chair of the Board of the Australian Indigenous Leadership Centre; a Board member, Chair of the People and Culture Committee and member of the Insurance Committee at the Queensland Building Commission; Chair of the Dhawura Ngilan Cultural Heritage Business and Investor Initiative; Co-Chair of the NSW Treasury Aboriginal Advisory Council; and a graduate member of the Australian Institute of Company Directors.

Kate Bromley (General Manager - Responsible Investment at QIC)

Kate Bromley

General Manager - Responsible Investment at QIC

Kate Bromley is General Manager, Responsible Investment at QIC. Kate works with QIC’s Board and Executive Team to ensure QIC is strategically and culturally aligned to deliver commercial success in ways that are aligned to sustainable outcomes.

In leading QIC’s Responsible Investment team, Kate directs the development of QIC’s Sustainability Strategy and the QIC ESG framework to systematicaly identify and integrate financially material and emerging ESG issues into the corproate and investment strategy. The team plays a key enabling role in inetgrating ESG practices across all of QIC’s investment teams’ processes. Further, the team leads the development of QIC’s approach to systemic ESG considerations, including climate risk and resilience portfolio analytics, net zero emissions strategies and modern slavery.

In addition to representing QIC in a range of ESG forums, Kate chairs Investor Group on Climate Change’s Physical Risk and Resilience Working Group. Kate joined QIC in 2016 and has 15 years’ experience holding ESG roles in the institutional investment industry. Previously, Kate worked at QSuper where she led the development of the fund’s ESG program.

Mathew Browning (Chief Executive Officer at U Ethical Investors)

Mathew Browning

Chief Executive Officer at U Ethical Investors

Mathew is the former general manager of The Myer Family Company (MFCo). He has over 30 years' experience in financial, property and professional services in roles across Australia, Asia and the UK in both commercial and for-purpose organisations. During a decade at MFCo, Mathew was head of investment and chief operating officer before taking on the role of general manager. Previously, he co-founded a boutique fund manager focused on global healthcare equities targeting both wholesale and retail investors.

Mathew’s signature strength is in bringing fresh strategic thinking, pragmatism and agility to nascent business opportunities and established businesses. He is passionate about building great teams that help businesses flourish and have a tangible impact on the success of people's lives.

Brian Cahill (Managing Director – Global Environmental, Social and Governance of Moody's Investors Service Pty Limited)

Brian Cahill

Managing Director – Global Environmental, Social and Governance of Moody's Investors Service Pty Limited

Brian Cahill is Managing Director, Global Head ESG for Moody’s Investors Service.
In his role, Brian leads Moody’s strategy for the incorporation of Environmental, Social and Governance factors - including climate risk - into credit ratings, analytics, research and outreach. He has responsibility for ensuring that Moody’s is at the forefront of meeting this growing market need from investors, issuers and other important stakeholders.
Brian has more than 24 years of credit experience at Moody's and has coordinated the MIS ESG initiative since 2014 building a strong platform for analytics, research and outreach in respect of ESG.
Brian has held various senior analytical and management positions with Moody’s. He joined the company in 1996, working first in Structured Finance and then Corporate Finance. He was regional head of the Asia Corporate Finance franchise from 2002 to 2020. In addition, he led the Asia project and infrastructure team from 2002 to 2018 and the Asia financial institutions team from 2009 to 2016. He was country manager for Australia from 2005 to 2009.

Prior to joining Moody’s, Brian practiced as a lawyer in London, New York and Sydney. He received an MA and Master of Law from St. John’s College, Cambridge University.

Georgina Camp (Managing Director and Founder of Huber Social)

Georgina Camp

Managing Director and Founder of Huber Social

Founder and CEO of Huber Social, Georgina’s team is committed to creating a global society where Wellbeing thrives. Following a 10-year career across international law and the military, Georgina transitioned to Humanitarian assistance and Development to address social issues at their root cause. Having experienced both ends of the ‘problem solving’ spectrum, Georgina recognised we need to get all parts of the system working together to solve social issues once and for all. Through measuring social impact, Huber Social provides data driven intelligence to facilitate a systems approach, measuring progress overall in terms of wellbeing and identifying priority needs. Georgina holds a Master of Development, Bachelor of Laws and Bachelor of Arts (Politics and International Relations). Georgina was recognised in the 2019 Australian Financial Review’s top 100 Women of Influence.

Måns Carlsson (Head of ESG Research at Ausbil Investment Management)

Måns Carlsson

Head of ESG Research at Ausbil Investment Management

Måns is Head of ESG (Environmental, Social and Governance) Research at Ausbil Investment Management Limited since September 2015. Prior to that, he was Senior ESG Research Analyst at AMP Capital for almost five years, following positions at Carnegie Investment Bank, Macquarie Bank and Accenture. With more than a decade of experience in the investment industry, including ten years in various responsible investment / ESG roles, Måns is well known for producing and presenting consistent, high-quality ESG research covering the Australian market and he has also published numerous, highly regarded insight papers on a wide range of ESG issues, including human rights and modern slavery. Måns is a Director of the board of RIAA, a member of the Government’s Modern Slavery Expert Advisory Group, THE chair of RIAA’s Human Rights Working Group and is on the steering committee of IAST-APAC. He holds an MBA International with Distinction from Griffith University and a Master of Financial Management from Gothenburg School of Business

Jorge Chapa (Head of Market Transformation at Green Building Council of Australia)

Jorge Chapa

Head of Market Transformation at Green Building Council of Australia

As the Head of Market Transformation, Jorge is responsible for ensuring the GBCA's product and service offerings deliver healthy, resilient and positive places for people and nature. This includes setting the vision for Green Star, Australia’s leading rating system for the built environment. He is the chair of WorldGBC’s Global Commitment for Net Zero Carbon Buildings Taskforce. He is also a member of ClimateBonds building standard working group.
Jorge has an architecture degree from the University of Monterrey in Mexico and a Masters in Design Science from the University of Sydney

Alexis Cheang (Partner, Acting Global Business Leader, Sustainable Investment at Mercer Australia)

Alexis Cheang

Partner, Acting Global Business Leader, Sustainable Investment at Mercer Australia

Alexis is a Partner in Mercer’s Investment business and has been serving as Acting Global Business Leader for Sustainable Investments since March 2021. Alexis has been leading the Sustainable Investment team in Asia Pacific since 2017. She works with clients to develop and implement a set of Sustainable Investment beliefs, policies and practices throughout the investment process. This includes integrating ESG factors into investment decision-making, establishing sustainable investment strategies and governance models, and advising on exclusion and stewardship approaches through proxy voting and engagement. She is based in Sydney.

Prior to joining Mercer in April 2014, Alexis spent 10 years in the governance and sustainable investment team at F&C Asset Management in London and Boston. At F&C, Alexis was responsible for developing ESG-integrated investment products, working with portfolio managers across equity, credit and private equity to integrate ESG factors, and engaging with companies on a broad range of issues, including corporate governance, climate change, and human rights.

In 2020, Alexis served as an active member of the Australian Sustainable Investment Finance Initiative (ASFI), co-chairing Technical Working Group 2 on embedding sustainability in financial markets, products and services. In 2017, she was recognised as the Thought Leader of the Year by Women in Finance.

Alexis holds a master of science (politics of the world economy) from the London School of Economics and Political Science, UK, and a bachelor of arts (political science and religion) from Columbia University, US.

Sebastian Conley (Sustainable Procurement Manager at Transurban)

Sebastian Conley

Sustainable Procurement Manager at Transurban

Sebastian is the Sustainable Procurement Manager at Transurban, where he leads the work to strengthen and embed responsible business practises across Transurban’s operations and supply chains.

Sebastian has spent the past 15 years working with domestic and international supply chains managing social auditing and ethical sourcing, driving supply chain traceability, sustainable materials and working to assess and address modern slavery risks with some of Australia’s most well-known businesses including Country Road Group and David Jones.

In early 2020, Sebastian was appointed as one of the inaugural members of the Modern Slavery Expert Advisory Group, to advise the Australian Government on the development and implementation of the Commonwealth’s Modern Slavery Act legislation.

Tim Crockford (Head of Equity Impact Solutions at Regnan)

Tim Crockford

Head of Equity Impact Solutions at Regnan

Tim Crockford leads the Regnan Global Impact team. He previously managed the Hermes Impact Opportunities Equity Fund from its launch in December 2017, having co-founded the Hermes Impact team in 2016. Tim joined Hermes Investment Management in 2009 as a research analyst for the European Equities team and became lead portfolio manager of the ESG-integrated Hermes Europe ex-UK Equity Fund in 2015, which he also managed until he left Hermes. Prior to joining Hermes, Tim was an analyst at Sourcecap International, a European equity fund boutique, which Hermes acquired in 2009. Before that he was a primary research analyst at Execution Limited (which seeded Sourcecap), where he worked on major projects in the consumer, retail and financial services sectors. Tim was raised and educated in Malta and graduated from the University of Malta in 2006 with a Bachelor of Accountancy (Hons) degree, as well as a Bachelor of Commerce degree.

Jennifer Hewett (National Affairs Columnist at The Australian Financial Review)

Jennifer Hewett

National Affairs Columnist at The Australian Financial Review

Jennifer Hewett is the National Affairs Columnist for The Australian Financial Review, specialising in coverage of business and politics and writing a daily column.
She has been a journalist for more than three decades and a correspondent in Canberra, New York and Washington. She regularly appears on radio and tv. Originally from Western Australia, she now divides her time between Sydney and Melbourne.

Adam Davids (Co-Founder and CEO of First Nations Equity Partners)

Adam Davids

Co-Founder and CEO of First Nations Equity Partners

Adam is a proud Aboriginal man and descendant of the Wiradjuri people in central NSW. He is a Non-Executive Director at Social Ventures Australia and a Fulbright Scholar focused on embedding a robust equity standards framework for Indigenous Australians in partnership with major employers.

Adam is one of the pioneers of CareerTrackers and CareerSeekers - where he worked for more than 10-years paving professional career pathways for Indigenous Australians and Asylum Seekers and Refugees with leading employers.

Adam's career and research have shed light on global issues around racial wealth inequality, the lack of diversity in leadership, and how to build sustainable and high-impact non-profits for racial minorities.

Iris Davila (Director of BlackRock)

Iris Davila

Director of BlackRock

Iris Davila, Managing Director, is Head of BlackRock Investment Stewardship team in Australia and a member of BlackRock Australia's Board and SteerCo Committees. In this role, Iris is responsible for engagement and proxy voting activities in relation to Australian and New Zealand companies in which BlackRock invests on behalf of clients.

Ms. Davila’s service with the firm dates back to 1998 where she started as an analyst in the Account Management Group (AMG) in New York. In 2004, she moved to Australia as the first BlackRock representative in the region. In this role, she was responsible for developing and maintaining relationships with Australian and New Zealand clients and consultants, product development and business strategy. Prior to her current role, she held various roles within the Client Business team, including Client Business director and leading the multi-manager team. Ms. Davila earned a BA degree, cum laude, in political science, and certificates in French and Latin American Studies, from Princeton University in 1998.

Ross Piper (CEO of Christian Super)

Ross Piper

CEO of Christian Super

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).

Alan Dayeh (Managing Principal at Point Advisory Pty Ltd)

Alan Dayeh

Managing Principal at Point Advisory Pty Ltd

Alan is Managing Principal of Point Advisory’s NSW office based in Sydney. He oversees the firm’s integrated advisory solutions in corporate responsibility and sustainability, including environmental, social and governance risk. With over 25 years of industry and professional services experience, he takes a pragmatic approach to integrating sustainability strategies and risk management into organisations. He works with investors to strengthen their chosen ESG integration and reporting approaches. Alan chairs RIAA’s First Nations Peoples’ Rights Working Group that he helped establish during mid-2020 in the wake of the destruction of shelters at Juukan Gorge and the global Black Lives Matter movement.

Sujaya Desai (Portfolio Manager, Analyst at Stewart Investors)

Sujaya Desai

Portfolio Manager, Analyst at Stewart Investors

Sujaya is an Analyst and Co-Portfolio Manager with the Sustainable Funds Group at Stewart Investors. She joined the team in October 2016 as a graduate.

Sujaya holds an MPhil in Development Studies from the University of Cambridge and a BA (Hons) in International Relations and Anthropology from Brown University.

Louise Edkins (Financial Planner at Ethical Investment Advisers)

Louise Edkins

Financial Planner at Ethical Investment Advisers

Louise started her career as a money market dealer in 1984, moving to broking and securities risk analyst roles in Melbourne and London. Louise has been a specialist ethical investment adviser since 1994 and is director of Ethical Investment Advisers Pty Ltd, an Australia wide Ethical Investment AFSL, which is certified by RIAA. Past board member of RIAA and past chair of Ethical Advisers Co-operative. Presently Head of Investment Team and Engagement at Ethical Advisers Funds Management, running 4 ethical investment SMA’s from 2015. Ethical Investment Mid Cap fund has been certified by RIAA since 2015 and is part of RIAA’s top quartile of responsible leaders funds.

Kim Farrant (General Manager Responsible Investment at HESTA)

Kim Farrant

General Manager Responsible Investment at HESTA

Kim Farrant is the General Manager Responsible Investment at HESTA. She leads the fund’s responsible investment program as part of HESTA Impact – HESTA’s approach to creating positive returns and outcomes for the planet and society by investing with purpose, advocating with influence, and leading by example.

Kim is focussed on delivering investment excellence with impact, by integrating impact measurement into the investment process, developing engagement programs that focus on managing system level risk and seeking opportunities to invest in positive impact aligned to priority Sustainable Development Goals.

She has more than 15 years experience as a responsible investment and sustainability professional and holds degrees in Engineering, Economics and Environmental Policy.

Patricia Fletcher (Chief Executive Officer at Responsible Investment Association Canada)

Patricia Fletcher

Chief Executive Officer at Responsible Investment Association Canada

As Chief Executive Officer, Patricia Fletcher leads the RIA team in pursuit of its mission to grow responsible investment (RI) in Canada by advancing the policy and regulatory environment, deepening industry education, and supporting market development, as presented in its five strategic priorities.

Patricia joins the RIA most recently from the Institute of Corporate Directors (ICD) where she served as Vice President, Education, and previously held senior roles at the Canadian Institute, the Hay Group and the Institute for International Research. She is an accomplished executive in the corporate governance and continuing education industries with more than 20 years of experience in leading commercial information businesses and teams committed to creating content that is impactful and of value, combined with a track record of growing revenues and optimizing operations for success.

Megan Flynn (Partner at Pollination)

Megan Flynn

Partner at Pollination

Megan has been at the forefront of corporate sustainability strategy, climate law, carbon markets, and sustainability consumer trends for over 15 years. She formerly led sustainability at the Qantas Group, growing its commercial carbon offset program to be the largest of any airline in the world and negotiating on behalf of the aviation industry under its United Nations governing body. Prior to this she was an Associate in the Global Environmental Markets team at Baker McKenzie. She is a Non-executive Director of Carbon Markets Institute and Melbourne University’s Sustainable Society Institute. She is a Research Partner of Harvard University’s Sustainability Transparency Accountability Research (STAR) Lab and a graduate of the Harvard Social Leadership Program.

Estelle Parker (Executive Manager at Responsible Investment Association Australasia)

Estelle Parker

Executive Manager at Responsible Investment Association Australasia

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.

Kristian Fok (Chief Investment Officer at United Super Pty Ltd as Trustee for Cbus)

Kristian Fok

Chief Investment Officer at United Super Pty Ltd as Trustee for Cbus

Kristian is Cbus’ Chief Investment Officer, working closely with the Investment Committee of the Board. Kristian and his team are responsible for designing and setting the investment strategy for the Fund, evaluating the market and investment opportunities that will provide returns to members over the long term, managing investment governance and risk, implementing the strategy and monitoring the portfolio.

Cbus is an AUD$70 billion Australian superannuation fund focused on members from the construction, building and allied industries.

Nathan Fradley (Certified Ethical Financial Adviser at Ethos ESG)

Nathan Fradley

Certified Ethical Financial Adviser at Ethos ESG

Nathan is the Co-Director of Ethos Impact Australia Pty Ltd (the distribution of Ethos in Australia). He is an RIAA Certified Ethical Financial Adviser, Chair and Founder of the XY Ethics Committee, a Financial Standard 50 Most Influential Advisers in Australia, Speaker, and Climate Change Activist. He Co-Founded Lime Financial Planning, which sold to Tribeca Financial in December 2021, where he now works as a Senior Financial Adviser. He is focused on helping advisers meet their clients' expectations and values and the Code of Ethics when considering investment recommendations.

Hugo Gallagher (Senior Policy Adviser at Eurosif)

Hugo Gallagher

Senior Policy Adviser at Eurosif

Hugo Gallagher is the Senior Policy Adviser at Eurosif where he is responsible for coordinating the organisation’s advocacy and engagement efforts. His work focusses primarily on the core ‘building blocks’ of EU Sustainable Finance – the EU Taxonomy, the SFDR and the CSRD but also encompasses a broader range sustainable finance measures – such as the EU Green Bond Standard (GBS) and ESG ratings. Prior to joining Eurosif, Hugo developed a comprehensive knowledge of EU financial services regulation working in two separate public affairs and consulting agencies in Brussels where he specialised in markets, asset management and sustainable finance regulation (MiFID II, EMIR, AIFMD & UCITS). Hugo also has experience at the European Parliament, having been a member of the Legislative Affairs unit, responsible for organising so-called ‘trilogues’ and protecting the European Parliament’s power of scrutiny over statutory instruments (Delegated & Implementing Acts) adopted by the European Commission. Hugo is originally from Dublin where he studied history at university before a Masters in European Law & Politics at Leuven.

Alison George (Head of Research at Regnan)

Alison George

Head of Research at Regnan

Alison is a senior leader with deep experience in ESG, responsible investment and active ownership.

As Head of Research Alison oversees Regnan’s research frameworks, processes and outputs, to remain at the forefront of industry practice and meet evolving clients needs.

Having joined the Regnan team in 2006, Alison has worked across all aspects of Regnan’s activities and possesses a combination of both depth and span across ES and G topics, as well as the ability to connect research with engagement and advocacy activities. Prior roles include leading Regnan’s research, engagement and advocacy activities on corporate governance matters and managing Regnan’s program of corporate engagement.

Gillian Gordon (Head of Alternative Investments & Responsible Investing at JBWere)

Gillian Gordon

Head of Alternative Investments & Responsible Investing at JBWere

Gillian joined JBWere in May 2019 and is Head of Alternative Investments and Responsible Investing. As the Head of Responsible Investing, Gillian has created and launched JBWere’s Responsible Investment (RI) policy and framework aligned to PRI guidelines spanning ESG integration, advocacy and stewardship, impact investing and customised ethical screening within client portfolios. Having spent 14 years working onshore in Europe, Gillian has utilised European RI best practice to help expand and elevate JBWere’s RI approach aligned to global best practice. JBWere as a 180+ wealth manager has long been committed to RI, having first applied ESG screening mid last century, in 2001 was the first wealth manager to create a separate philanthropic division, in 2012 John McLeod from JBWere led the first inaugural impact Australia report, and JBWere launched its first client RI framework in 2017.

Prior to joining JBWere, Gillian held senior multi-asset global investment and structuring roles on trading floors, working across Europe, North America, Asia, Africa and the Middle East, within Standard Chartered Bank (SCB) and Bank of Montreal (BMO) Capital Markets. Gillian was also the global structuring sustainability lead for capital markets in both SCB and BMO based in London.

Gillian holds degrees in Commerce and Business Management from University of Queensland, is a Certified Practicing Accountant (CPA Australia), a UK qualified financial adviser (CISI), and is currently enrolled at INSEAD business school.

Kristy Graham (Executive Officer at Australian Sustainable Finance Institute)

Kristy Graham

Executive Officer at Australian Sustainable Finance Institute

Kristy is the inaugural Executive Officer of ASFI. Established following the collaborative effort to develop the Australian Sustainable Finance Roadmap, ASFI works to create a financial system in Australia that can support a sustainable, resilient and prosperous future for all Australians. By working across the finance sector, with government, regulators, research institutions and peak bodies, ASFI drives implementation of the Australian Sustainable Finance Roadmap.
With a background in sustainable finance and impact investing across the public and private sectors, prior to ASFI Kristy led the Australian Government’s work with private and institutional investors to mobilise capital for climate and social impact in Australia, Southeast Asia and the Pacific. In this role she established the Australian Government’s first impact investment fund, designed to build sustainable and inclusive financial markets in Southeast Asia. She was also a special advisor on the Prime Minister’s Social Impact Investing Taskforce in 2020. She has previously worked in Australia, Latin America, the UK and in global roles for large and small organisations, driving global progress on sustainability issues.

Matt Greene (Mining Analyst (Vice President) at Credit Suisse Management (Australia) Pty Ltd)

Matt Greene

Mining Analyst (Vice President) at Credit Suisse Management (Australia) Pty Ltd

Matt Greene is a mining analyst at Credit Suisse in Sydney. Matt has worked with Goldman Sachs, Deutsche Bank and CIBC World Markets in Sydney and Pareto Securities in London in mining research and investment banking roles. His qualifications include a BSc (Hons) in Geography and a MSc in Mineral Economics from the WA School of Mines.

Erica Hall (ESG analyst at Morningstar)

Erica Hall

ESG analyst at Morningstar

Erica Hall is an ESG analyst for Morningstar Australasia Pty Ltd. She is responsible for conducting qualitative research on Australian and New Zealand managers and their funds. Prior to joining Morningstar in 2017, Hall started her career as a money market dealer and has since worked in a variety of roles within financial services, including strategy, and product and client-relationship management. Erica holds a Master of Financial Planning, graduate diploma in applied finance and investments, Bachelor of Arts, and a Bachelor of Commerce.

Stephen Hayes (Head of Property Securities at First Sentier Investors (Australia) IM Ltd)

Stephen Hayes

Head of Property Securities at First Sentier Investors (Australia) IM Ltd

Stephen holds a Bachelor of Commerce (Economics and Management) from the University of Wollongong and is a Fellow of the Financial Services Institute of Australia.

In his role, Stephen is responsible for management of the Global Property Securities team, one of a number of First Sentier Investors investment teams. The team manages Domestic, Asian and Global Property Securities portfolios for a number of funds.

Prior to re-joining the company in September 2012, Stephen was Managing Director at Perennial Real Estate Investments, where he worked for over six years. Before his time at Perennial, Stephen worked at the company as Head of Property Securities.

Claire Heeps (Senior Responsible Investment Adviser at HESTA)

Claire Heeps

Senior Responsible Investment Adviser at HESTA

Claire Heeps is a Senior Responsible Investment Adviser at HESTA. Since joining HESTA in mid-2020, Claire has lead the Fund’s response to the destruction of significant cultural heritage at Juukan Gorge by Rio Tinto. Prior to joining HESTA, Claire worked in the ESG Team at AustralianSuper for six years after joining AustralianSuper as a graduate analyst in 2012. In that role, she specialised in integrating environmental, social and governance considerations in unlisted transactions. Claire holds a Master of International Relations and a Bachelor of Commerce (Finance Honours) from The University of Melbourne.

Kate Howitt (Portfolio Manager at Fidelity International)

Kate Howitt

Portfolio Manager at Fidelity International

Since 2007, Kate Howitt has had sole responsibility for a range of mandates for domestic and overseas clients including the Fidelity Australian Opportunities Fund. Kate has been named Money Management’s Women in Financial Services Investor of the Year in 2015, Lonsec's Rising Star in 2016 and was included in CNBC's 2016 ranking of the world's top 20 female portfolio managers across both equities and bonds. In 2020, she was named in Citywire’s list of the best 30 female fund managers in the world. Prior to her promotion to portfolio manager, Kate was a Fidelity research analyst covering financials. Previously Kate was an analyst with AMP Capital, a member of the group finance executive team of AMP Ltd, and a consultant with the Boston Consulting Group in Sydney. Kate received her Bachelor of Arts from St John’s College, the oldest liberal arts college in the U.S., and her Master of Business Administration from the top-ranked University of Chicago Booth School of Business. At Booth, Kate was a recipient of the prestigious Dean’s Award for Distinction.

Shane Hurst (Managing Director, Portfolio Manager of ClearBridge Investments)

Shane Hurst

Managing Director, Portfolio Manager of ClearBridge Investments

Shane Hurst co-manages all Global Infrastructure Strategies at ClearBridge Investments. He has 23 years of investment industry experience.
Shane joined the firm in 2010. Previously, he was Director, Infrastructure Securities, at Hastings Funds Management as well as Portfolio Manager and Investment Analyst at Tribeca Investment Partners and Investment Analyst at AMP Capital Investors.
Shane earned a Master of Commerce (Advanced Finance) from the University of New South Wales and a Bachelor of Business from the University of Technology Sydney.

Yu Ishihara (Vice President, APAC ESG & Climate Research at MSCI)

Yu Ishihara

Vice President, APAC ESG & Climate Research at MSCI

Yu leads MSCI’s ESG Ratings research on the Automobiles, Automobile Components, and Construction & Farm Machinery & Heavy Trucks industries with research focused on industry environmental impacts as well as ESG and applied finance. Prior to joining MSCI, Yu worked for six years at Fidelity Management & Research Japan as an equity analyst covering the automotive industry. Yu also has eight years of experience as an equity derivatives trader at UBS and Deutsche Bank. Yu holds an MBA from Columbia Business School and a BA in Economics from Cornell University.

Warrick Jordan (Coordinator at Hunter Jobs Alliance)

Warrick Jordan

Coordinator at Hunter Jobs Alliance

Warrick Jordan is the Coordinator of the Hunter Jobs Alliance, a local union and community organisation that advocates for practical responses to structural economic change in the Hunter region of New South Wales, particularly in relation to resources, energy and manufacturing.

Tim King (Chief Investment Officer at Melior Investment Management)

Tim King

Chief Investment Officer at Melior Investment Management

Tim co-founded Melior and is the Chief Investment Officer (CIO). He has worked in capital markets for more than 25 years and has over a decade of experience in ESG research. Tim was Head of Company & ESG Research for Colonial First State Global Asset Management’s Australian Equities Core Fund from 2016 to 2018. Prior to this he was Head of Advisory for governance research firm Regnan and Head of Company & ESG Research for Deutsche Bank from 2003 -2013. He was also a top 3 rated sell side analyst.

Tim has served on the boards of The Gold Standard Foundation, based in Geneva, and Fauna and Flora International (FFI), the world’s oldest international conservation organisation. Tim is a Chartered Financial Analyst. He has received an Advanced Certificate in International Economics and Finance from the Kiel Institute of World Economics in Germany and attended the University of Rochester in New York on a Fulbright Scholarship. Tim has both a Master of Arts with First Class Honours (Economics) and a Bachelor of Arts (Economics) from the University of Canterbury, New Zealand. Tim is an Industry Fellow at the University of Technology Business School.

Ryan Korinke (Managing Director and Global Head of Sustainability at PIMCO)

Ryan Korinke

Managing Director and Global Head of Sustainability at PIMCO

Mr. Korinke is a managing director and global head of sustainability, overseeing the business management of the firm's environmental, social, governance and sustainability efforts. He is a member of PIMCO’s executive office, contributing to firmwide strategic, financial and operational initiatives. Prior to this role, he was head of hedge fund and quantitative strategies, leading the growth and development of the firm’s discretionary and systematic absolute return strategies. He has also served as an account manager with institutional client servicing responsibility and as a product strategist for fixed income strategies. Prior to joining PIMCO in 2005, Mr. Korinke was with The Concord Group, a real estate investment advisory firm. He has 21 years of investment experience and holds an MBA from the Marshall School of Business at the University of Southern California. He received an undergraduate degree from Harvard University.

Mendo Kundevski (Director, Energy Transition of S&P Global)

Mendo Kundevski

Director, Energy Transition of S&P Global

Mendo Kundevski is an energy transition director for S&P Global Commodity Insights based in Melbourne. He complements S&P's global teams with nearly two decades' experience leading climate change and energy transition projects, especially on new opportunities such as hydrogen, renewables and bioenergy.

As a trusted advisor to governments and industry, some of his prominent achievements include:

· Advising the International Hydrogen Council
· Advising Japanese, South Korean and Australian companies and governments on hydrogen
· Leading supervisor and author of Australia's first Bioenergy Roadmap

Radha Kuppalli (Managing Director of New Forests Asset Management Pty Limited)

Radha Kuppalli

Managing Director of New Forests Asset Management Pty Limited

Radha Kuppalli leads New Forests’ Impact and Advocacy group. She has primary responsibility for positioning New Forests as the world’s leading asset manager providing forestry and land-based investment solutions through New Forests’ impact strategy, reputation, and brand. Radha has oversight of the sustainability, communications, and markets research functions at New Forests and leads the advocacy and thought leadership strategy for the company. She is a director of the Board of New Forests Pty Ltd, member of the company’s Executive Committee, and a member of all Investment Committees. Radha has been with New Forests since 2006. She is also a Non-Executive Director of Timberlink Australia and a Non-Executive Director of Greening Australia, including chairing Greening Australia’s investment committee. Radha’s 20-year career has been focused on driving capital markets toward investing in climate change solutions and sustainable development. Radha has an MBA from Yale University’s School of Management and a Master’s degree in Environmental Management from Yale University’s School of Forestry and Environmental Studies. She is on the Advisory Board of the Center for Business and Environment at Yale University and is an associate of the Yale World Fellows Program

Julia Leske (Head of ESG, Australia and New Zealand at ISS Australia Pty Ltd)

Julia Leske

Head of ESG, Australia and New Zealand at ISS Australia Pty Ltd

Having worked in ESG since 2007, Julia has a great understanding of company sustainability assessments and reporting frameworks. She has been involved in the collation and construction of sustainability indices and has contributed to a range of thematic reports on corporate ESG challenges. Through working with a broad range of investors to incorporate ESG criteria into their investment processes, and participation in multi‐stakeholder groups and investor collaborations, Julia also has extensive experience in stakeholder engagement. Julia has a Master in Environmental Management and Development from the Australian National University, and a combined Bachelor of Arts in Public Administration/European Studies and Sustainable Development from the Universities of Münster (Germany) and Twente (Netherlands).

Joseph Liu (Director, Monash Blockchain Technology Centre of Faculty of Information Technology, Monash University)

Joseph Liu

Director, Monash Blockchain Technology Centre of Faculty of Information Technology, Monash University

Joseph Liu is the Director of the Monash Blockchain Technology Centre and received more than $10 million funding from the industry and government for his research in blockchain. His remarkable research in linkable ring signature forms the theory basis of Monero, one of the largest cryptocurrencies in the world with current market capitalization more than US$5 billion. He has been given the prestigious ICT Researcher of the Year 2018 Award by the Australian Computer Society (ACS), the largest professional body in Australia representing the ICT sector, for his contribution to the blockchain community.

Shara Lohrasb (Co-Chair of Nature Working Group & Associate Director at Clean Energy Finance Corporation)

Shara Lohrasb

Co-Chair of Nature Working Group & Associate Director at Clean Energy Finance Corporation

Shara is an Associate Director within Asset Management at the Clean Energy Finance Corporation and oversees the management of the organisation’s debt capital markets portfolio of AUD1.3b. She has almost 20 years’ experience across the financial sector, including at Westpac, ANZ and Macquarie, as well as several years’ experience actively advocating positive environmental outcomes and managing ESG risk within investments. Shara also has a background in science and has contributed toward research in atmospheric and ocean systems. Drawing on her skills and experience she enjoys actively working with not-for-profits which seek to draw attention and action toward conservation and protection of natural resources and biodiversity.

Camilla Love (Managing Director, eInvest Australia; Founder of F3 – Future Females in Finance)

Camilla Love

Managing Director, eInvest Australia; Founder of F3 – Future Females in Finance

Camilla founded eInvest in 2017. eInvest specialises in offering active ETFs in Australia. eInvest believes that all Australians should have the ability to access high quality investment solutions suitable to be the foundations of their investment portfolios run by smart investors but also have the control and flexibility they desire through listed investment opportunities.
Camilla is also a Director at Perennial Investment Management Limited. Over the nineteen years she has been with the Perennial Group, she has been an integral member of the team marketing, promoting and building the Perennial business both domestically and overseas.
In 2017, Camilla also founded F3 – Future Females in Finance. F3 aims to foster the next generation of female talent in financial services through education, providing great career role models, demystifying careers and providing practical work experience.
Through Camilla’s networks in school and university education and her experience in financial services, she is uniquely placed to develop F3 and reach its goals in engaging more females to join the financial services industry.
Camilla is a Fellow of FINSIA and is a Director on the Abbotsleigh Foundation and Metis Technologies, and is a member of the UNSW Alumni and Engagement Advisory Board
Camilla is the former Chair of the UNSW Business School Alumni Advisory Board, former director of Solve - TAD (Technical Aid for the Disabled) Board and the former treasurer and Board member of Women In Super NSW.

Edwina Maloney (Director - Platforms of AMP)

Edwina Maloney

Director - Platforms of AMP

Edwina was appointed to the position of Director, Platforms in Australian Wealth Management at AMP in June 2021.

The Platforms business has end to end accountability for AMP’s Wealth Superannuation Fund, Wrap Platforms and SuperConcepts SMSF businesses. Edwina is responsible for leading cross functional sales, operations, product, governance, finance and technology teams across Australia, India and South East Asia to deliver on the businesses strategic growth ambitions. She is also an Executive Director on several AMP boards and a responsible exec for NM Super Trustee, a director of several SuperConcepts boards and has recently been appointed to IPAC Asset Management Ltd (Responsible Entity for 146 schemes).

Shelley Marshall (Director of RMIT University Business and Human Rights Centre)

Shelley Marshall

Director of RMIT University Business and Human Rights Centre

Associate Professor Shelley Marshall is the Director of the RMIT University Business and Human Rights Centre. She holds an RMIT Vice Chancellor’s Senior Fellowship and an Australian Research Council DECRA Fellowship.
She has advised and published on corporate accountability and business and human rights for 25 years. Her research has informed labour law reform in several countries and the policies of the International Labour Organisation. Shelley was a co-founder of the Australian Corporate Accountability Network, which has over 100 civil society and academic members from across Australia, and is on its Steering Committee. Her most recent book is Living Wage published by Oxford University Press in 2019.

Paul McCartney (Chief Clean Futures Officer at Clean Energy Finance Corporation)

Paul McCartney

Chief Clean Futures Officer at Clean Energy Finance Corporation

Mr McCartney leads the specialist CEFC Clean Futures Team, which is focused on unlocking investment opportunities critical to Australia’s clean energy transition. These include grid augmentation, hydro power, green hydrogen, large scale battery storage, virtual power plants and non-energy related emissions.

Mr McCartney has more than 25 years’ experience working across clean energy, commercial property, funds management and IT services. He has worked in the mergers and acquisitions area, in addition to chief financial officer roles for listed and unlisted companies.

Mr McCartney is a Certified Practising Accountant and holds a Bachelor of Accountancy from RMIT University. He is also a graduate of the Australian Institute of Company Directors.

Liza McDonald (Head of Responsible Investment at Aware Super)

Liza McDonald

Head of Responsible Investment at Aware Super

Liza McDonald, Head of Responsible Investments, Aware Super
Liza has over 20 years’ experience in the superannuation sector and is a specialist and passionate advocate for Responsible Investments and Sustainable Finance.
As Head of Responsible Investments , she has led the development and implementation of the Fund’s Responsible Investment policies, the execution of the Climate Change Strategy and also manages the ESG policy implementation including manager and asset class ESG reviews.
Liza joined Aware Super through our merger partner Health Super in December 2006 as an analyst in the Compliance, Legal and Risk Team. Before joining Aware Super, Liza held various roles at Mercer Legal where her primary focus was on trustee education and corporate secretarial duties.
Liza represents Aware Super on a number of working groups and committees including Investors Against Slavery & Trafficking APAC (IAST-APAC); ESG Research Australia; the Australian Sustainable Finance Initiative (ASFI); the Responsible Investment Association Australasia (RIAA); 40:40 Vision; the Australian Council of Superannuation Investors (ACSI) and the UN convened Global Investors for Sustainable Development Alliance (GISD).

Bryan McGannon (Director of Policy and Programs at US SIF)

Bryan McGannon

Director of Policy and Programs at US SIF

Bryan serves as US SIF's lead representative advancing the interests and perspective of the sustainable, responsible and impact investing (SRI) community with policymakers and stakeholders.

Bryan comes to US SIF with over 20 years of policy and advocacy experience, most recently as Policy and Engagement Director for the American Sustainable Business Council, where he directed the policy team for a wide range of issues related to sustainability in business and the economy and served on the executive team. Prior to joining the American Sustainable Business Council in 2011, Bryan served as State Director in Ohio for the Alliance for Climate Protection's Repower America campaign, and was instrumental in former Vice President Al Gore's initiative to pass comprehensive climate and energy legislation. Bryan's political campaign experience spans presidential campaigns, congressional races, and local ballot initiatives.

Peter Meany (Head of Global Listed Infrastructure at First Sentier Investors (Australia) IM Ltd)

Peter Meany

Head of Global Listed Infrastructure at First Sentier Investors (Australia) IM Ltd

Peter established the Global Listed Infrastructure Securities strategy in 2007 and has built a high quality team of investment specialists and a strong investment track record. Peter has more than 20 years' investment experience. Prior to joining the company in January 2007, Peter was a Director and Head of Infrastructure and Utilities Research at Credit Suisse Equities (Australia). Peter was also an analyst at Macquarie Equities during the initial development of the private infrastructure market. Peter holds a Bachelor Economics (Finance) from Macquarie University.

Fabienne Michaux (Director of United Nations Development Programme)

Fabienne Michaux

Director of United Nations Development Programme

Fabienne Michaux is currently working with the United Nations Development Programme to develop global impact practice standards for Sustainable Development Goal (SDG)-enabling investments. She is also a part-time Professor of Practice (Finance) at Deakin Business School and interim Co-Chair of the Australian Advisory Board on Impact Investing (AAB).

Rebecca Mikula-Wright (CEO of IGCC and AIGCC)

Rebecca Mikula-Wright

CEO of IGCC and AIGCC

Rebecca has been Executive Director of AIGCC since it was launched as a member organisation in 2016. Rebecca has worked in climate change, sustainability and investment banking for over 20 years in Hong Kong, Europe and Australia.

Rebecca started her career in investment banking working in equity research, credit analysis, commodities and derivatives for groups such as Nomura Securities, BlackRock, Exxon Mobil and JPMorgan. Involvement in early corporate sustainability programs in many of her roles was the catalyst to move into the nascent sustainable finance and investment field in Asia where she led ASrIA (Assoc. for Sustainable and Responsible Investment in Asia) in Hong Kong. Back in Australia, Rebecca was the Project Director for the Investor Group on Climate Change (IGCC), Australia /New Zealand.

Rebecca is a member of the global Steering Committee for the Climate Action 100+ and the Investor Agenda. She is also a board member of The Orangutan Project that works on direct orangutan and habitat conservation in Indonesia. Rebecca has a BA(Asian Studies/Commerce), Dip.Business Administration and speaks conversational Japanese, French and Czech.

Chris Newton (Executive Director, Responsible Investment of IFM Investors Pty Ltd)

Chris Newton

Executive Director, Responsible Investment of IFM Investors Pty Ltd

Chris Newton is the Executive Director of Responsible Investment at IFM Investors. Here, he works to enhance IFM’s responsible investment endeavours and to drive ESG innovation. Chris has significant expertise and experience on ESG policy and sits on the IFM Investors Investment Committee and Diversity & Inclusion Council for Asia Pacific. Previously, he provided ESG advice to Boards, CEOs and Government Ministers ranging from corporate strategy, economic policy, financial evaluations, M&A and corporate responsibility. Chris is a Non-Executive Director of Westernport Water and Social Traders. Chris was an original member of the PRI Infrastructure Advisory Council and also sits on a number of industry working groups, including ACSI, the IGC Climate Change Policy Working Group and the PRI working groups on “Just Transition” and Human rights. Chris has also been appointed as Co-Chair of the IGCC Net Zero Investment Framework Working Group and the advisory council for the Net Zero Asset Managers Alliance.

Joshua Edmunds (Manager of Operations and Member Services at Responsible Investment Association Australasia)

Joshua Edmunds

Manager of Operations and Member Services at Responsible Investment Association Australasia

As RIAA’s Manager of Operations and Member Services, Josh works across all areas of RIAA, back and front office. Josh is often the first point of contact for members and he provides support on many areas of RIAA's work plan, in particular working closely with RIAA’s financial adviser members. Josh holds a Bachelor of Commerce and Laws and a Diploma in Financial Planning.

Zsuzsa Banhalmi-Zakar (Research Manager at Responsible Investment Association Australasia RIAA)

Zsuzsa Banhalmi-Zakar

Research Manager at Responsible Investment Association Australasia RIAA

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.

Cassandra Williams (Head of Certification and Ratings at Responsible Investment Association Australasia)

Cassandra Williams

Head of Certification and Ratings at Responsible Investment Association Australasia

Cassandra has over 20 years experience in the Financial Services sector. She has worked for researchers & gatekeepers, banks and fund managers.

Cassandra brings rich experience in reviews and ratings of financial instruments, based on her time as Director of Research at CANSTAR, where she launched and lead the now industry-standard 5 Star Ratings. She was appointed to ASIC’s Consumer Advisory Panel. Most recently Cassandra ran a FinTech start-up.

At RIAA, Cassandra leads our Certification and Ratings Program and has cemented the program and its assessment criteria as the gold standard for responsible investment products. Cassandra has used her industry experience to help bolster the distribution of certified products and continues to elevate and educate on products who have achieved RI Certification status.

Karrina Nolan (Executive Director of Original Power)

Karrina Nolan

Executive Director of Original Power

Karrina is a descendant of the Yorta Yorta people, an experienced manager and organiser of complex programs in Aboriginal communities. She has worked as a facilitator, trainer, researcher and strategist alongside First Nations communities for over 25 years. Most recently, Karrina has been building the capacity for self-determination in the context of economic development, climate change and clean energy. She dedicated an Atlantic Fellowship to determining how to best build clean energy projects by and for First Nations people. As a Churchill Fellow, Karrina worked with First Nations women in Canada, the USA and Australia collating lessons to grow women's leadership capacity and engagement in community and civic life.

Carly Hammond (Impact Investment Forum Program Manager at Responsible Investment Association Australasia)

Carly Hammond

Impact Investment Forum Program Manager at Responsible Investment Association Australasia

Carly’s focus is on building business as force for good and harnessing the power of individuals to effect change whether as a consumer, business owner or investor. As Head of Marketing and the Impact Investment Forum Program Manager for RIAA, she is focused on growing awareness of and deepening participation in responsible, ethical and impact investing. She is a non-Executive Director for B Lab Australia & New Zealand, and was previously the Director of Engagement and Communications at Impact Investing Australia where she played a central role putting impact investing on the map and engaging new market participants.

Anya Nova (Blockchain development and staking operations at Powerledger)

Anya Nova

Blockchain development and staking operations at Powerledger

Recipient of the 2019 Australian Blockchain Leader of the Year, Anya works as the Blockchain Development & Staking Operations lead. Anya has presented at premier blockchain and energy conferences, including Consensus in New York, Event Horizon in Berlin and World Energy Congress in Abu Dhabi. At Powerledger, Anya is driving the development of TraceX, a spot market for trading tokenized Renewable Energy Certificates.

Dr Stuart Palmer (Head of Ethics Research at Australian Ethical)

Dr Stuart Palmer

Head of Ethics Research at Australian Ethical

Dr Stuart Palmer is Head of Ethics Research with Australian Ethical Investment, Australia’s leading ethical superannuation fund and investment manager with over $6bn in funds under management.
Stuart evaluates the impacts which companies’ products, services and operations have on people, animals and the environment. He also contributes to our voice for more sustainable business and investment models and practices. Stuart has previously worked with St James Ethics Centre and as a banker and lawyer.

Jessie Pettigrew (Head of ESG and Sustainability at BT)

Jessie Pettigrew

Head of ESG and Sustainability at BT

In 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.

Dan Powell (Head of Distribution at Nanuk)

Dan Powell

Head of Distribution at Nanuk

Dan joined Nanuk in 2017 and is the firm’s head of distribution with over 30 years’ investment industry experience. He is an experienced distribution professional in financial services across retail and institutional markets, covering sales, marketing, strategy, product development and web-based services in investment management, employer super, life insurance, platforms and investment advisors. Previously, he was employed with Bankers Trust Financial Services for 12 years in senior distribution roles for their investment management, platform and private client businesses and has also held leadership sales and marketing roles with ING Australia and AMP. Dan holds a degree in Business Marketing, Finance & Economics from Curtin University.

Dave Rae (Certified Financial Planner at Federation Financial Services)

Dave Rae

Certified Financial Planner at Federation Financial Services

Dave is a CERTIFIED FINANCIAL PLANNER™ and SMSF Specialist Advisor™ and has been advising clients for the past 19 years. He is accredited by the Responsible Investment Association Australasia (RIAA) as a Certified Responsible Investment Adviser.

In 2019, Dave was appointed as a Director of RIAA. He sits on RIAA’s Certification Assessment Panel and is co-chair of RIAA’s Financial Adviser Forum.

Dave is also a member of the Ethical Advisers’ Co-op and participated as a Working Group member of the Australian Sustainable Finance Initiative (ASFI). He holds a BEc (Accounting) and Graduate Diploma Financial Planning.

Jonathan Ramsay (Director of InvestSense Pty Ltd)

Jonathan Ramsay

Director of InvestSense Pty Ltd

Jonathan Ramsay has over 24 years experience in asset consulting and funds management in the UK and Australia where he has held a number of senior roles such as Head of Asset Consulting and Chief Investment Officer. At InvestSense Jonathan helps clients develop and manage their own investment products and sits on or chairs a number investment committees. Jonathan is regularly requested to participate in industry events and provide commentary to media. Previously, at van Eyk Research, Jonathan had oversight of recommendations given to all external clients on asset allocation, fund selection and portfolio construction. During that time the team started to develop an innovative and robust approach to evaluating and communicating expected returns and risk for asset classes, investment products and securities. Portfolio construction and management on managed account platform’s became an increasing focus for the team which was ultimately the reason the team launched InvestSense. Jonathan has also been a Senior Consultant with a global asset consulting firm, run his own independent consultancy, served as CIO for a boutique hedge fund of fund firm and was Head of Investment Strategy and Risk at an Australian small companies boutique.

Michael Salvatico (Head of Asia, Pacific, Middle East & Africa ESG Solutions at S&P Global)

Michael Salvatico

Head of Asia, Pacific, Middle East & Africa ESG Solutions at S&P Global

Michael Salvatico leads environmental, social and governance (ESG) business development in Asia Pacific for Trucost, based in Sydney. He works with investors and companies to consult on industry trends, assess their ESG performance and advise on the integration of tools that help manage ESG exposures and opportunities.

Prior to joining Trucost, Michael was an Executive Director at MSCI Inc. and oversaw the company’s ESG Research in Australia and New Zealand. His career experience involves working in portfolio analytics, quantitative investment analysis and ESG research. Before MSCI Inc., he was part of the highly rated research team at Bank of America - Merrill Lynch where he was head of Emerging Markets quantitative analysis.

Michael was a cofounder in the Climakind initiative to reduce global carbon emissions by promoting a price on carbon and a thought leader in solutions to the rising levels of global carbon emissions.

Michael received a Master of Applied Finance and Investment from the Securities Institute of Australia, and a Bachelor of Commerce with Merit from the University of New South Wales.

Kerry Series (Partner at Inspire Australian Equities)

Kerry Series

Partner at Inspire Australian Equities

Kerry is the founder of Inspire Australian Equities and Portfolio Manager of the Inspire Australian Equities Fund. With over 30 years’ experience in the stock-market, he is now focused on impact investing in listed equities. Prior to launching the Inspire Fund, Kerry was a co-founder of Perennial Investment Partners in 1999, which grew to $20bn in funds under management within 7 years, and Eight Investment Partners in 2010, which manages around $500m in small companies’ portfolios.

Lucy Steed (Chief Executive Officer at Melior Investment Management)

Lucy Steed

Chief Executive Officer at Melior Investment Management

Lucy Steed is the Chief Executive Officer and Co-Founder of Melior Investment Management, a dedicated Australian equities impact investment manager. Lucy established Melior from the ground up with the objective of delivering competitive market returns and positive social and environmental impacts aligned to the Sustainable Development Goals.

Lucy has 18 years’ experience working at leading fund managers, investment banks and management consulting firms in Sydney, London and New York. Prior to Melior, Lucy held a number of senior positions including Head of Managed Accounts and Funds at BT Financial Group.

Lucy is a Graduate of Australian Institute of Company Directors. She received a Master of Commerce (Finance and Banking) and a Bachelor of Commerce (Accounting and Marketing) from the University of Sydney.

Elena Tedesco CFA (Portfolio Manager, Executive Director of Vontobel Asset Management)

Elena Tedesco CFA

Portfolio Manager, Executive Director of Vontobel Asset Management

Elena Tedesco is a portfolio manager on Vontobel’s Listed Impact Team and has primary responsibility for the management of Global Impact Equity portfolios.
Prior to joining Vontobel, she was co-portfolio manager at Federated Hermes, managing global emerging markets ESG strategies. In addition, she was Director of Sustainability and developed the ESG approach for the emerging markets equity strategies.

Elliot Teperman (Outreach Analyst at FAIRR)

Elliot Teperman

Outreach Analyst at FAIRR

Elliot works at FAIRR Initiative, a collaborative investor network that raises awareness of the ESG risks and opportunities caused by intensive livestock production. Elliot works in investor outreach, understanding investors’ needs and communicating FAIRR’s findings with investors. Elliot also researches of financial risks of animal welfare practices. Elliot holds a Bachelor of Arts (Psychology) and Law, and researched the psychological drivers of meat consumption at both the University of Oxford and Melbourne.

Trevor Thomas (Managing Director of Ethinvest)

Trevor Thomas

Managing Director of Ethinvest

Ethinvest was established in 1989 as the first financial planning practice in Australia to specialise in creating ethically screened investment portfolios for individual clients and organisations. The focus of our practice is the construction and management of direct investment portfolios on behalf of individuals, self managed superannuation funds, charities and not-for-profit organisations. Each portfolio is uniquely designed around the client’s needs and objectives and screening preferences. Direct share ownership provides a very cost-effective way to invest. Our portfolio management service is provided in the context of a comprehensive financial plan, that addresses the overall structure of our client’s financial affairs, and that risk management and estate planning matters are all covered where necessary.

Dr Mark Zirnsak (Senior Social Justice Advocate at Uniting Church in Australia)

Dr Mark Zirnsak

Senior Social Justice Advocate at Uniting Church in Australia

Dr Mark Zirnsak, Senior Social Justice Advocate, Uniting Church in Australia, Synod of Victoria and Tasmania
Mark joined the Uniting Church in Australia, Synod of Victoria and Tasmania, in 1999 and became the director of the social justice area in 2004. In 2019, Mark became the Senior Social Justice Advocate. He has been involved in campaigning on online child sexual abuse and modern slavery throughout his time at the Synod. He is a member of the Asia-Pacific Financial Coalition Against Child Sexual Exploitation, Department of Home Affairs National Roundtable on Slavery and Human Trafficking and the Modern Slavery Expert Advisory Group. Mark is also responsible for co-ordinating the Modern Slavery Statement for the Synod. Mark has a PhD in chemical engineering.

Queenie Tran (Director of Conscious Investment Management)

Queenie Tran

Director of Conscious Investment Management

Queenie leads property investment and asset management in SDA and social and affordable housing; as well as seeking to maximise its impact through active involvement in policy and advocacy for these areas.

Prior to joining CIM, Queenie spent more than seven years in not-for-profit housing roles, and over 15 years in access and architectural design. Queenie’s most recent role was Chief Operating Officer and Acting-CEO of Summer Housing, Australia’s largest SDA provider, where she focused on property acquisition, design and delivery including ongoing tenancy and asset management.

Tim Vasudeva (Financial Institutions and Corporate Advocacy at World Animal Protection Australia)

Tim Vasudeva

Financial Institutions and Corporate Advocacy at World Animal Protection Australia

Tim oversees financial institutions and corporate advocacy at World Animal Protection Australia, with a particular focus on ESG risks associated with the use and treatment of animals in agricultural systems. Tim has spent 15 years in the animal welfare sector via his prior roles as Corporate Director at Animals Australia, CEO of RSPCA South Australia and CEO of Animal Welfare League NSW. His finance sector background consists of two decades in commodities markets, including ten years with Macquarie Bank and Commonwealth Bank of Australia.

Patrick Viljoen (Senior Manager ESG at CPA Australia)

Patrick Viljoen

Senior Manager ESG at CPA Australia

Patrick is the Senior Manager ESG, working in the Policy and Advocacy team at CPA Australia.

Prior to his current role, Patrick held a wide range of roles at CPA Australia within the Finance and business services and Education business units. Prior to joining CPA Australia, Patrick worked for the Chartered Institute of Management Accountants (CIMA) in London and Shanghai as Regional Finance Manager Africa / Asia.

Patrick also lectured in Finance and Investment Management at the University of Johannesburg, and prior to that held several key finance positions in the wealth creation industry in both the United Kingdom and South Africa.

Magali Wardle (Head of Market Development at NABERS)

Magali Wardle

Head of Market Development at NABERS

Magali is the Head of Market Development at NABERS. She is a skilled professional with over 15 years of experience in Sustainability, Engineering, Project Management and Climate Change. Her work at NABERS is focused on building partnerships to influence the uptake of NABERS ratings. Her role covers a vast portfolio of project teams dedicated to supporting customers in their sustainability journey. This encompasses energy, water and waste efficiency as well as indoor environment quality across several different types of building asset types.

Magali looks after a number of net zero programs using the NABERS pathway that are aimed at streamlining access to public and private capital through avenues such as sustainable finance, green loans and energy savings certificates. She also oversees the support provided to building owners who want to design for performance and build better, more efficient assets for a more sustainable future.

Her commitment to the pursuit of knowledge means she holds two Master’s degrees, one in Chemical Engineering and one in Renewable Energy and Sustainability Systems

Farren Williams (Adviser & Partner at Koda Capital)

Farren Williams

Adviser & Partner at Koda Capital

Farren has a passion for helping clients with their wealth management needs and has extensive experience in investment policy development, governance, bespoke portfolio design, succession planning, superannuation advice, estate planning and integrating philanthropy into wealth planning.
Farren has provided tailored financial solutions to wealthy individuals and families, non-profits and charitable foundations since the early 2000s. She has a passion for helping clients with their wealth management needs and has extensive experience in investment policy development, governance, bespoke portfolio design, responsible & impact investing, succession planning, superannuation, estate planning and integrating philanthropy into wealth planning. Working closely with her clients, Farren takes the time to understand what is important to each client and to design tailored advice to meet these needs. For this reason, she chooses to work with a small number of clients to ensure that every client receives a high level of personalised service.

In addition to being a Partner at Koda, Farren is the Chair of the Board of the Royal Botanic Gardens Foundation Victoria & a member of the Finance & Audit Committee, is on the Board of the Responsible Investment Association of Australasia (RIAA), Treasurer of RIAA and on the RIAA Certification Assessment Panel. She has previously been on the Investment Committee of The Myer Foundation and the Investment Committee of the Aesop Foundation.

Farren is a Certified Financial Planner and is a Graduate of the Australian Institute of Company Directors (Order of Merit).

Farren loves being an adviser and is energised by the opportunity to make a difference to families and mission-based organisations and to work alongside amazing people.

Daniel Wiseman (Head of Asia-Pacific Policy at Principles for Responsible Investment)

Daniel Wiseman

Head of Asia-Pacific Policy at Principles for Responsible Investment

Daniel Wiseman is the Head of APAC Policy for the Principles for Responsible Investment (PRI), leading a team of policy specialists conducting analysis and engagement to support responsible investment across key capital markets in the region.

Daniel has over a decade of experience across private legal practice, sustainable finance research and advocacy and climate change law and policy. He has degrees in political science and law from the University of Melbourne and the London School of Economics.

Lauren Zanetti (Senior Advisor at Pillar Two)

Lauren Zanetti

Senior Advisor at Pillar Two

Lauren is a Senior Advisor at the business and human rights advisory firm Pillar Two, where she supports businesses to understand and respect human rights, using a principled, integrated and practical approach. Lauren was previously Acting Director of International Engagement and Business and Human Rights at the Australian Human Rights Commission, and represented the Commission on the Government’s National Roundtable on Human Trafficking and Slavery. Prior to working at the Commission, Lauren was Co-Chair of the Business and Human Rights Subcommittee for the NGO Australian Lawyers For Human Rights, where she led advocacy including in relation to the introduction of Australia’s modern slavery legislation. Lauren has also previously worked as a senior lawyer at Clayton Utz, as an Associate to an Australian Federal Court Judge and in policy and investigatory roles. Lauren was recently appointed as a non-executive director of the board of the Cleaning Accountability Framework.