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Claudia Chapman
Head of Stewardship at UK's Financial Reporting Council- Drowning in a sea of requests – corporate engagement from the inside
- What we can learn from the UK Stewardship Code
- The rise of stewardship to drive real world outcomes – is it the silver bullet we’ve been looking for, or merely a distraction?
As Head of Stewardship for the Financial Reporting Council (FRC), Claudia is responsible for the UK Stewardship Code, a world-leading voluntary code which sets expectations for investors when looking after their clients’ and members’ capital. Claudia led the review and update of the Code which took effect on 1 January 2020. She has just completed a secondment with the FCA, working on stewardship policy in the ESG Division and embedding stewardship with the Asset management supervision.
Claudia joined the Financial Reporting Council in 2015 to deliver a report on Corporate culture and the role of boards which led to revisions of the UK Corporate Governance Code.
Prior to that Claudia spent nine years at ACCA (the Association of Chartered Certified Accountants) in business development and policy roles, latterly, leading a campaign to raise corporate governance standards in developing markets and bringing together finance and HR to address inclusion and diversity in organisations.
Claudia grew up in Jamaica, before studying Geography at Cardiff University and is a Chartered Marketer.
Tomoya Obokata
Special Rapporteur on contemporary forms of slavery at United Nations- Modern slavery: The state of play and where investors fit in
- Ukraine, Myanmar and beyond – what investors can do before, during and after armed conflict
Tomoya Obokata is a Japanese scholar of international law and human rights, specialising in transnational organised crime, human trafficking and modern slavery. He was appointed as the Special Rapporteur on contemporary forms of slavery, including its causes and consequences in March 2020. He currently serves as Professor of International Human Rights Law at York Law School, and previously taught at Keele University, Queen's University Belfast and Dundee University (all in the United Kingdom Great Britain and Northern Ireland). He has extensive experience of working on the issues of transnational crime, human trafficking and modern slavery with relevant stakeholders, including the UK Parliamentary Joint Committee on Human Rights, the Northern Ireland Assembly All Party Group on Human Trafficking, the United Nations Office of Drugs and Crime, the International Organisation for Migration and the European Union. Mr. Obokata also worked as a legal clerk for the United Nations High Commissioner for Refugees in Japan. He has published widely on the topics mentioned.
Jane Karen Ho
Head of Stewardship, Asia Pacific at BNP Paribas Asset Management- Voting for a Sustainable Future - Keynote from Jane Karen Ho
- What makes a good steward? Examining trends in corporate engagement
Jane Karen Ho is Head of Stewardship, Asia Pacific and part of the Global Sustainability Centre for BNP Paribas Asset Management.
Jane leads the firm’s stewardship activities in Asia Pacific, including researching key corporate governance issues, undertaking direct and collaborative engagement on sustainable themes and working with policymakers on key issues relating to sustainable finance.
Jane is a thought leader on investor practice in climate change, and has over twenty years of experience in financial services and the investment management industry.
Grover Burthey
Head of ESG Portfolio Management at PIMCOMr. Burthey is an executive vice president in the Newport Beach office, where he leads all portfolio management responsibilities for ESG investing. He also focuses on infrastructure investment opportunities. Prior to rejoining PIMCO in 2019, he served for two years as Deputy Assistant Secretary for Policy at the U.S. Department of Transportation, where he led several infrastructure policy initiatives, including discretionary grants and federal loans. He originally joined PIMCO in 2012 and was a portfolio manager on the structured credit desk, focusing on commercial real estate, mortgage-backed securities, and corporate debt. Prior to that, he was with HSBC's debt capital markets group. He has 15 years of investment experience and holds an MBA from the Stanford Graduate School of Business and a bachelor's degree in economics from the Wharton School of the University of Pennsylvania.
Mary Nicholson
Head of Responsible Investment, Managing Director at Macquarie Asset ManagementMary is the Head of Responsible Investment for Macquarie Asset Management (MAM). Supported by a global team of experienced sustainability professionals, Mary sets and guides implementation of best practice sustainability integration and measurement and communication of MAM’s impact and performance.
Mary joined Macquarie in 2002. Prior to taking on her current role Mary was the Chief Risk and Sustainability Officer for MAM’s private markets businesses, where she oversaw the management of environmental, social and governance risks and opportunities across MAM’s global portfolio of private markets investments as well as operational risk within MAM. Before that, Mary was Chief Financial Officer of the ASX-listed Macquarie Atlas Roads (now Atlas Arteria) and its predecessor Macquarie Infrastructure Group.
Before joining Macquarie, Mary worked in PwC’s financial services audit practice in London and Sydney. Mary holds an MA from Cambridge University and a Master of Finance from INSEAD.
Benson Saulo
Australian Consul-General & Senior Trade and Investment Commissioner at Australian Trade and Investment CommissionBenson Saulo is a descendant of the Wemba Wemba and Gunditjmara Indigenous nations of Western Victoria, and New Ireland Province in Papua New Guinea. Mr Saulo is the first Indigenous person to be appointed an Australian Consul-General.
Mr Saulo has a background in banking, investments and social impact. As Consul-General and Senior Trade and Investment Commissioner, Mr Saulo is the Americas industry lead for Health, and leads the health team across the US, Mexico and Canada.
Prior to his appointment, Mr Saulo was the Head of Partnerships - Investments at Australian Unity a Wealth and Capital Markets business. Mr Saulo’s focus was exploring private investing into Indigenous businesses to scale their impact through employment, financial empowerment and governance.
In 2011, Benson was appointed the Australian Youth Representative to the United Nations in which he undertook a national engagement tour to gain a deeper understanding of issues impacting Australian youth. Benson then represented Australian youth at the 66th Session of the United Nations General Assembly as an accredited member of Australia’s Department of Foreign Affairs and Trade.
Mr Saulo became the founding director of the National Indigenous Youth Leadership Academy (NIYLA), which engages young Indigenous Australians to develop and drive youth-led social action campaigns relating to suicide prevention, climate change, mental health and welcoming refugee and asylum seekers. Mr Saulo was selected to participate in the U.S. State Department’s International Leaders Program that enabled him to engage First Nation’s groups to explore leadership, economic development and cultural opportunities.
Mr Saulo’s work across business and community impact has been recognised as a finalist for Young Australian of the Year (VIC), Australian Human Rights Commission Medal for Youth and 2012 NAIDOC Youth of the Year – recognising emerging Indigenous leaders.
Claire Jervis
Associate Fund manager at WHEB Asset ManagementClaire has spent over seven years in the fund management industry. In her role as Associate Director at Barings, Claire took a lead role in enhancing and communicating the equity department’s approach to ESG integration and reporting. She also worked on developing the firm’s first thematic sustainable equity strategy, aligned with the UN SDGs.
Claire joined WHEB in 2021 to pursue her passion for impact investing. Claire is also a Trustee and Treasurer for a charity promoting diversity in the arts, reflecting her dedication to using her time and skills to benefit society.
Michael Traill AM
Independent Board Director of Australian Retirement TrustMichael joined Social Ventures Australia (SVA) as founding CEO in 2002 after 15 years as a co-founder and Executive Director of Macquarie Group’s private equity arm, Macquarie Direct Investment. During Michael’s tenure, SVA grew to a nationally respected organisation with a high-quality team of more than 50 people. He was also closely involved in the creation of the unique GoodStart non-profit syndicate, now a successful social enterprise with revenue of over $1 billion, which acquired the assets of the failed ABC childcare centres in 2010.
He maintains a balance of primarily social purpose, non-executive involvements including as Executive Director of For Purpose Investment Partners, Chair of the Paul Ramsay Foundation and a Director of MH Carnegie & Co, Hearts & Minds Investments and Australian Philanthropic Services. He is an Adjunct Professor at the Centre for Social Impact at UNSW and author of ‘Jumping Ship’, winner of the 2017 Ashurst Business Literature Prize.
Rosemary Addis
Global Ambassador Global Steering Group on Impact Investment, Managing Partner Mondiale Impact, Enterprise Professor Innovation, Sustainability & Impact at University of MelbourneRosemary is an internationally recognised leader, director and strategist in impact, sustainability and innovation. She brings a unique combination of commercial acumen, strategic insight and foresight and transformational leadership that has shaped breakthrough innovations, organisations and markets.
Rosemary is Managing Partner of Mondiale Impact, a global, practitioner-led partnership of trusted advisors with a distinctive approach to guiding leaders on how to respond and be ready for the future of business and investment in a changing world and is Enterprise Professor of Impact, Sustainability and Innovation in the Faculty of Business & Economics at the University of Melbourne. These roles complement a portfolio of Chair and Board roles, including Chairing the Board of Advisors of investment firm Sweef Capital.
Her 30+ year track record spans a global legal career including as an equity partner of Allens-Linklaters advising major corporates, investment firms and governments, Social Innovation Strategist for the Australian Government, member of the G8 Social Impact Investment Taskforce and Founding Chair of Impact Investing Australia (Market Builder of the Year 2018 & 2020). Rosemary has advised leading private sector organisations, governments and multi-laterals including the OECD, United Nations Development Programme, World Bank, Harvard Kennedy School and Oxford Said Business School and represented Australia on the G8 Social Investment Taskforce (2103-15).
She was recognised for Outstanding Individual Achievements in Impact (2022), as an inaugural Sorenson Global Impact Leader (2022), for lifetime contributions to impact (2020), Member of the Order of Australia (2020), made a Global Ambassador of the Global Steering Group on Impact Investment spanning 40+ countries (2020), ranked among top thought leaders by Women in Finance (2017) and Australia’s 100 Women of Influence for contributions to innovation (2015) and was ranked by Chambers Global among the world’s leading lawyers (2002-3) and her thought leadership is published widely.
Sean Gilbert
Chief Investor Network Officer at The Global Impact Investing Network (GIIN)Sean Gilbert serves as Chief Investor Network Officer, overseeing the GIIN Membership.
Prior to this role, Sean was the Head of Partnerships and Outreach with the NDC Partnership at World Resources Institute (WRI), where he led governance and outreach to launch the global initiative to support countries in achieving ambitious climate and development commitments.
Sean has worked for over twenty years in both the private sector and non-profits on integrating sustainability into business and finance. Prior to his leadership at WRI, he led Sustainability Advisory Services for KPMG in China where he worked with Chinese and Hong Kong companies and banks. Separately, he also co-drafted the Task Force Report for the China Council for International Cooperation on Environment and Development (CCICED) on Green Finance Reform. He has also played an active role in driving the field of disclosure and sustainability performance standards through his work at the Global Reporting Initiative. As a Director at the Global Reporting Initiative, he led the development of a set of disclosure standards, which have become the most widely used sustainability reporting framework in the world. Sean started his career as a market research consultant for the chemical and environmental technology sectors based in Asia.
Karen Chester
Deputy Chair at Australian Securities and Investments CommissionBefore joining ASIC, Karen was a Commissioner at the Productivity Commission since 2013 and Deputy Chair since May 2016.
Previously, Karen was a Partner at Mercer and Global Head of Infrastructure. Before joining Mercer, Karen was a Partner at Access Capital Advisers and the CEO of Access Economics. Karen has held directorships on several Australian infrastructure company boards.
Before moving to the private sector, Karen held senior economic policy roles in the Australian Treasury and the Department of Prime Minister and Cabinet.
Karen has a first class honours degree in Economics from the University of Queensland and was awarded an honorary doctorate in Economics by the University in 2017. She is also a graduate of the Australian Institute of Company Directors.
Professor Peter Yu, AM
Vice-President, First Nations Portfolio at Australian National University- First Nations investment markets – RIAA's First Nations Peoples' Rights Working Group
- Voice to Parliament and First Nations equity in your organisation – be a genuine partner in reconciliation and self-determination
Professor Peter Yu AM is a Yawuru man from Broome in the Kimberley region in Northwest Australia with over 40 years’ experience in Indigenous development and advocacy in the Kimberley, and at the state, national and international levels. He was Executive Director of the Kimberley Land Council, and a member of the national leadership team negotiating the Federal Government's response to the 1992 Mabo High Court judgement. He is currently also Deputy Chair of the Northern Australian Indigenous Land and Sea Management Alliance, Board member of Watertrust Australia Trustee of the Princes Trust Australia, Council Member of JANA Sustainability Advisory and Chair of the Australian Advisory Group to Rio Tinto.
David Grybas
Chief Executive Officer at BNP Paribas Asset Management Australia LimitedDavid is Chief Executive Officer for BNP Paribas Asset Management in Australia and New Zealand and was appointed to this position in 2012.
David holds director positions with BNP Paribas Asset Management Australia, BNP Paribas Asset Management Asia and BNP Paribas Asset Management Singapore. He is a member of the BNP Paribas Asset Management Asia Pacific Leadership Team, the BNP Paribas Australasia Group Territory Management Committee and is Chairman of the BNP Paribas Superannuation Policy Committee.
David joined BNP Paribas Asset Management in 2005 and was previously Co-Head of Institutional Business Development, for Australia and New Zealand. Prior to joining BNP Paribas Asset Management he was an Institutional Relationship Manager at HSBC Asset Management (Australia) Limited as well as Manager Investments for State Trustees Limited.
David has a Bachelor of Commerce from Deakin University majoring in economics, marketing and management, and a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia.
Jessica Zarzycki
Portfolio Manager at NuveenJessica is a portfolio manager for Nuveen’s global fixed income team. She is an integral part of the ESG/Impact fixed income strategy team and co-portfolio manager on the Core Impact Bond, Global Core Impact Bond, Green Bond and Short Duration Impact Bond strategies. She is a frequent panelist and speaker at ESG and Impact conferences and was a member of the ICMA Advisory Board (2020-21), which provides insight and guidance to the Executive Committee on issues affecting the Green, Social, and Sustainable Bond markets.
Jens Peers
CIO at MirovaJens 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.
Anne Dekker
Vice President Environment at BHPAnne has extensive environment and sustainability experience in the industrial sector over the past 35 years, including in mining related companies since 2000, at both operational and corporate levels.
Since joining BHP in February 2017, Anne has focused on BHP’s global environment strategies, goals and minimum performance standards relating to water stewardship, biodiversity and nature more broadly. With the recent release of BHP’s 2030 ‘Healthy Environment’ goal, a current priority work area is the alignment and integration of programs that will underpin BHP’s contribution to nature positive outcomes. The Group Environment team work closely with other BHP functions whose strategies and approach intersect with nature, such as the climate change, community and indigenous engagement teams.
Nick Truelson
Chief Executive Officer at Melbourne United Basketball ClubNick is purpose led leader who is passionate about making a difference in the community. Having worked in sport for 15 years, Nick is an empowering leader who aims to help people become their best. As the CEO of Melbourne United, Nick is driving a culture of using the power of basketball to inspire, engage and entertain the community. Melbourne United are one of the most successful basketball teams in the NBL with a proud of history of being a destination club on court and delivering best practice community programs from the help of community led partners like VRGF.
Karen Mundine
Chief Executive Officer at Reconciliation AustraliaKaren Mundine is from the Bundjalung Nation of northern NSW. As the CEO at Reconciliation Australia, Ms Mundine brings to the role more than 25 years’ experience leading community engagement, public advocacy, communications and social marketing campaigns. An architect of the landmark Australian Reconciliation Barometer, Ms Mundine works with governments, the business sector and civil society to advocate for change and is currently a member of the Australian Government’s Referendum Engagement Group.
Over the course of her career, she has been instrumental in some of Australia’s watershed national events including the Apology to the Stolen Generations, Centenary of Federation commemorations, Corroboree 2000 and the 1997 and 2021 Australian Reconciliation Conventions.
Ms Mundine holds a Bachelor of Arts in Communication from the University of Technology Sydney (UTS) and was the winner of the 2021 Indigenous Australian UTS Alumni Award. She is a Company Director of Gondwana Choirs, Sydney Festival, the Australian Indigenous Leadership Centre (AILC), and Australians for Constitutional Recognition, and is a Member of Chief Executive Women.
Ross Piper
Chair of RIAA Board & Chief Executive Superannuation at Australian Ethical Investment LtdRoss Piper is the Chief Executive Superannuation at Australian Ethical, an $8 billion superannuation fund with over 100,000 members across Australia. He has over 25 years of leadership and management experience in corporate and non-profit contexts. Prior to Ross’ appointment with Australian Ethical, he was CEO of Christian Super for 5 years. He 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 Chair of the Responsible Investment Association Australasia (www.responsibleinvestment.org).
Patricia Cross
Chair of OFX, Director of Transurban Ltd, Board Member at Future Fund Board of GuardiansPatricia has extensive international experience having lived and worked in seven countries across a wide range of financial services in very senior executive positions. She has expertise in capital markets, risk management, corporate governance, treasury and international affairs.
She is Chair of OFX, Director of Transurban Ltd, Board Member of the Future Fund Board of Guardians, and is an Ambassador for the Australian Indigenous Education Foundation.
Patricia is a former Chair of the Commonwealth Superannuation Corporation, and over the last 25 years she has served on numerous Boards as a Non- Executive director including Aviva plc (UK), Macquarie Group, the National
Australia Bank, Qantas and Wesfarmers. Patricia has held honorary government positions including as a founding member of the Financial Sector Advisory Council and as a member of the Panel of Experts to the Australian Financial Centre Forum.
Patricia was the founding Chair of the 30% Club in Australia, a founding director of the Grattan Institute, and a long-serving director of the Murdoch Children’s Research Institute.
She began her career in the U.S. public service and is an honours graduate of Georgetown University’s School of Foreign Service. When she retired from full time executive work in 1996, she was the executive general manager in charge of the NAB’s Wholesale and Institutional Bank.
She was awarded a Centenary Medal for services to the financial services industry, and a lifetime fellowship of the Australian Institute of Company Directors for the advancement of women in corporate Australia.
Dr Sean Carmody
Executive Director, Insurance Division of APRASean Carmody is the Executive Director for the Insurance Division of APRA. The division is responsible for the prudential supervision of the insurance industry, including general insurance, life insurance and friendly societies and private health insurance. Sean joined APRA in December 2017 as the Executive General Manager, Risk and Analytics Division.
Sean has over 20 years experience across banking, financial markets and funds management. Prior to joining APRA he was General Manager, Risk Analytics and Insights at Westpac where he had responsibility across risk modelling and reporting, market risk and liquidity risk. He has also held roles at Westpac as Head of Credit Risk, Head of Market Risk and the Head of Credit Portfolio Management in WIB. His previous experience includes working in funds management (Barclays Global Investors) and investment banking (Deutsche Bank) and his qualifications include a PhD in Pure Mathematics from St John's College, Cambridge.
Debby Blakey
CEO of HESTA- Stewardship: engagement, voting, change - Keynote from Debby Blakey
- What makes a good steward? Examining trends in corporate engagement
As CEO of $68 billion industry super fund HESTA, Debby leads an organisation passionate about making a real difference to the financial future of every member while supporting a healthier planet and society.
Under Debby’s leadership, HESTA pioneered investing with impact, which aims to deliver strong, long-term returns while positively contributing to global sustainable development goals.
The first major Australian super fund to commit to an ambitious Climate Change Transition Plan, HESTA is targeting total portfolio cuts in emissions of 33% by 2030 and ‘net zero’ by 2050.
More than 80% of HESTA’s 950,000+ members are women. A prominent voice for gender equality, Debby’s advocacy highlights that when women do better everyone benefits.
Debby is President of the Australian Council of Superannuation Investors and holds directorships at The Association of Superannuation Funds of Australia Ltd and the International Corporate Governance Network. Debby is also a WGEA Pay Equity Ambassador .
Dr Guy Debelle
Board Member at Fortescue Future IndustriesGuy Debelle joined Fortescue Future Industries as Chief Financial Officer in June 2022 and then moved to become non-executive director of FFI Australia in December. He was the Deputy Governor of the Reserve Bank of Australia from September 2016 until March 2022, and prior to this was the Assistant Governor (Financial Markets) from 2007-2016. In addition, Guy was Chair of the Australian Council of Financial Regulators Working Group on the regulatory framework for climate finance.
Dr. Debelle has previously held roles at the International Monetary Fund, Bank for International Settlements, and the Australian Treasury. He has also been a visiting Professor in Economics at the Massachusetts Institute of Technology (MIT).Guy graduated with a Bachelor of Economics (Honours) from the University of Adelaide and gained a Ph.D. in Economics from MIT.
Julie Inman Grant
eSafety Commissioner at Australian GovernmentJulie Inman Grant is Australia’s eSafety Commissioner, the world’s first government regulatory agency committed to keeping its citizens safer online.
Before commencing in this role in January 2017, Commissioner Inman Grant spent two decades working in senior public policy and safety roles in the tech industry at Microsoft, Twitter and Adobe.
John Treadgold
ESG & Impact CommunicationsJohn Treadgold who works with investment managers to help position them as the experts on ESG and Impact investing; so they can drive inflows, grow their audience and contribute to slowing climate change.
As a specialist communicator, John has worked with fund managers including QIC, Perpetual, and NAB AM; as well as the UN, the World Bank and Government departments. He has more than a decade of experience in strategic communications and content, all focussed on amplifying the opportunities of sustainable investing.
His career comprises an economics degree at one end, and a Masters of International Relations and International Law at the other. He's also host of the Good Future podcast, Australia's leading podcast on impact investing and sustainable finance.
Rachel Alembakis
Managing Editor at FS Sustainability- What's in a name? Product labelling – Adviser Session
- Portfolio construction – incorporating responsible investment– Adviser Session
- Beyond renewables – what are the next big trends in sustainability? – Adviser Session
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.
Mans Carlsson, OAM
Head of ESG at Ausbil Investment Management LimitedMåns leads Ausbil’s ESG team who take an active approach to engaging Australia’s listed companies on environment, social and governance issues, and how they are reported and improved. As a trained equity analyst, Måns also leads Ausbil’s integration of proprietary ESG scoring, research and ratings within Ausbil’s top-down bottom-up valuation approach so that ESG is fundamental in all of Ausbil’s investment decisions. Måns has been with Ausbil since 2015. Prior to Ausbil, Måns was the Senior ESG Research Analyst at AMP Capital, following positions at Carnegie Investment Bank, Macquarie Bank and Accenture, having begun his career in 2004. Måns is well known for producing and presenting consistent, high-quality ESG research covering the Australian market, and he has published numerous, highly regarded insight papers on ESG issues. In 2022, Måns was awarded an Order of Australia Medal (OAM) for contribution to the responsible investment industry. He received a letter of commendation from Anti-Slavery Australia in 2019. Måns also holds a number of leadership positions in the industry, including: Director of RIAA (Responsible Investment Association Australasia); Chair of RIAA’s Human Rights Working Group; and is on the steering committee of IAST-APAC (Investors Against Slavery and Trafficking – Asia Pacific). Måns holds a Bachelor of Science (Major in Business Administration) and Master of Finance degree both from Gothenburg School of Economics, and an MBA International from Griffith University.
Simon O'Connor
CEO of RIAA- Welcome from RIAA
- Drowning in a sea of requests – corporate engagement from the inside
- Voice to Parliament and First Nations equity in your organisation – be a genuine partner in reconciliation and self-determination
- The rise of stewardship to drive real world outcomes – is it the silver bullet we’ve been looking for, or merely a distraction?
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 an advisory member to the Australian Sustainable Finance Institute, working group member of the Toitū Tahua Centre for Sustainable Finance, Chair of the Global Sustainable Investment Alliance, as well as a member of the National Advisory Board on Impact Investing in New Zealand.
Phil Usher
Chief Executive Officer at First Nations FoundationPhil loves to build businesses with a purpose. He is the CEO of Australia’s only national Indigenous financial wellbeing provider, First Nations Foundation. Since 2014, The Foundation has helped the Aboriginal and Torres Strait Islander community reconnect with $24m in lost super via the Big Super Day Out. Under his leadership, First Nations Foundation was named the 2020 Indigenous business of the year from My Business.
Phil, a Wiradjuri man, born and raised on Gomeroi country, is highly sort after for his business and culture expertise advising to organisations such as the University of Newcastle, CBA, Australian Super, ANZ, and NAB. He is often called upon by the media as a spokesperson for business, finance, and culture, regularly being featured on ABC Breakfast TV, The Sydney Morning Herald, Smart Company, Money Management Magazine and the Financial Standard.
His podcast, Beyond The Gap, is among the top ranking management podcasts in iTunes
Kristy Graham
Chief Executive Officer at Australian Sustainable Finance InstituteKristy is the inaugural CEO 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. She holds a BSc (Environmental) and a Masters in Environmental Law from the University of Sydney and an MBA (Social Impact) from AGSM at UNSW.
Nathan Parkin
Investment Director, Co-founder of Ethical Partners Funds ManagementNathan Parkin is the Investment Director and Co-Founder of Ethical Partners. He has 28 years’ experience in Australian financial markets including most recently prior to Ethical Partners as Deputy Head of Equities at Perpetual Investments. He was at Perpetual for 12 years (over two periods) and as Deputy Head of Equities he directly managed over $6.5bn in funds under management. Nathan was the Portfolio Manager for Perpetual’s Australian Share Fund, Industrial Share Fund, Ethical SRI Fund (that won a number of industry awards) and Institutional mandates. He has also had experience as an equity analyst, equities dealer and Head of Institutional Business. His not for profit work includes significant fund raising and school Board membership.
Kate Turner
Global Head of Responsible Investment at First Sentier InvestorsKate Tuner is an influential voice in the Responsible Investing space, leading a global team of specialists and driving policy reform through collaborative industry initiatives. She is passionate about the potential of the investment sector to support positive change. Her roles include Chair of the Steering Group for Investors Against Slavery and Trafficking APAC, and membership of the RIAA Human Rights Working Group, where she is currently working on a toolkit on the implications of armed conflict for investors.
Pablo Berrutti
Senior Investment Specialist at Stewart InvestorsPablo is a senior investment specialist at Stewart Investors, a dedicated sustainable development focused, listed-equities manager. He is also the co-founder and managing director of Altiorem, a not-for-profit library and resource centre dedicated to supporting advocates for a sustainable financial system, and a member of the advisory committee to UNSW’s Human Rights Institute. Previously, Pablo was Head of Responsible Investment Asia Pacific at Colonial First State Global Asset Management (now First Sentier Investors) and Perpetual Limited. Pablo served as a director of the Responsible Investment Association of Australasia for ten years and was chair for six. Pablo has also served on the management committee of the Investor Group on Climate Change and the coordinating working group of the Australian Sustainable Finance Initiative, among other industry initiatives.
Fauve Kurnadi
Legal Adviser - International Humanitarian Law at Australian Red CrossFauve Kurnadi has been a Legal Adviser in the International Humanitarian Law (IHL) Program at Australian Red Cross since 2015, where she has primary responsibility for the Program’s IHL engagement with corporate actors, academic circles and university students. Fauve has also worked as a researcher and practitioner in the fields of Aboriginal truth and reconciliation and immigration and refugee law. In March 2022, Fauve was named one of Pro Bono Australia’s Impact 25 Award winners for her work in ensuring Australian businesses understand their responsibilities under IHL and play their part in creating better humanitarian outcomes for communities experiencing war. Fauve holds a Bachelor of Laws and a Bachelor of Arts from the University of Queensland and a Master of Public and International Law from the University of Melbourne. Fauve was admitted as a Legal Practitioner to the Supreme Court of Queensland in 2013.
Mark Rigotti
Managing Director & Chief Executive Officer of Australian Institute of Company DirectorsMark joined the AICD as Managing Director and Chief Executive Officer in 2022. His previous roles included Partner and Senior Adviser of Global law firm, Herbert Smith Freehills (HSF). Mark served as the Global CEO at HSF for two terms over 2014-2020. He was also Chair of the firm's Global Executive, Chair of the Global Diversity & Inclusion Group and a Member of the HSF Global Partnership Council. He was responsible for developing and implementing the "Beyond 2020" strategy. Prior to becoming the Global CEO of HSF, he was a member of the management team having led a number of practice groups including the Banking and Finance Group as well as the Corporate Group.
Mark was the Chair of the Open Society, Common Purpose taskforce, whose members include the CEOs of the Law Council of Australia, PwC Australia, Settlement Services International, Sydney Symphony Orchestra and academics from The University of Sydney. The taskforce was established late 2020 in response to the COVID-19 pandemic.
Mark is the chair of Redkite Children's Charity and is a Board Member of the European Australian Business Council. Additionally, Mark is a member of the Business Council of Australia and the Financial Services Institute of Australia.
Susheela Peres Da Costa
Principal at Stewardship CentreSusheela is Principal at the Stewardship Centre, and a director on the boards of the Nature Conservation Council of NSW, Beyond Zero Emissions, and US-based think tank, The Shareholder Commons. She was chair / deputy chair of RIAA from 2012-2022.
She has been advising financial institutions on responsible investment and sustainable markets governance, strategy, and implementation since 2006. Her clients include some of the world’s largest banks, pension funds, wealth advisers and asset managers, and major global responsible investment organisations such as the UN-backed Principles for Responsible Investment.
Her previous roles included leading Regnan’s advisory and stewardship.
Joshua Edmunds
Manager of Member Services at RIAA- Myths and misunderstandings of responsible investment – Adviser Session
- Impact or impactful? – Adviser Session
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.
Susan Quinn
Head, Policy and Advocacy at RIAASusan leads RIAA’s efforts to embed responsible investment approaches in law, regulation and standards.
Before joining RIAA, Susan led projects in law reform implementation and complex industry surveillance at the Australian Securities and Investments Commission. She was the insurance policy and advocacy lead at Consumer Action Law Centre, and managed the policy team and climate change work at the Victorian Council of Social Service. She also worked in policy and legal education at the Australian Charities and Not-for-profits Commission, as a Parliamentary adviser and in commercial publishing.
Susan holds a Bachelor of Laws, Bachelor of Arts and Graduate Certificate in Social Sciences. She was awarded a Churchill Fellowship in 2018.
Mark Bland
Partner at Mills OakleyMark has a wealth of experience in providing advisory, transactional and dispute resolution services to institutions in the financial services industry, including fund managers, superannuation trustees, financial advisers and other financial services and credit licence holders.
In recent years Mark has advised responsible entities and trustees in the establishment of retail and wholesale funds with assets including property, securities, derivatives, loans and cryptocurrency.
Having worked at ASIC for five years, Mark specialises in regulatory affairs ranging from compliance advice, advising on response to notices to ASIC Enforcement actions.
Mark also has extensive experience in governance, advising on matters such as conflicts of interest, directors’ duties, the appointment of independent chairs, and investment due diligence.
Linda Romanovska
Independent Member of the EU Platform on Sustainable FinanceLinda Romanovska is an international expert on sustainable finance and ESG broadly having advised and supported intergovernmental bodies, governments and private sector on a wide range of sustainability topics for more than a decade. Appointed to several high-level expert / policy-making bodies Linda is supporting the development of a number of international and national sustainable finance taxonomies and sustainability labelling and disclosure standards - in the EU, ASEAN, Australia and elsewhere. As a Director at PwC Linda leads the ESG consulting work on sustainable finance, ESG strategies and disclosures as well as natural capital assessments; and in her academic capacity Linda is undertaking research on advanced valuation methods for natural capital and its integration in sustainable finance frameworks.
Chris Chen
Senior Investment Director Asia Pacific of American Century InvestmentsChris is vice president and a senior investment director for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Hong Kong office. Chris is responsible for representing the firm’s investment capabilities and views across all asset classes to clients in Asia and Australia. Prior to joining American Century Investments in 2018, he was a director and client portfolio manager for Baring Asset Management, covering multi-asset strategies. Previously, he was a client portfolio manager for Mirae Asset Global Investment, where he covered Asia equity products.
Dr Zsuzsa Banhalmi-Zakar
Manager of Research at RIAA- What it takes to be a Leader? Reflections and experiences of RIAA's Responsible Investment Leaders
- Responsible investment 101– Adviser Session
- Workshop: Target-setting - Places are strictly limited and will be allocated on a first-come first-served basis.
- PART 1 - Workshop: Promoting ESG in your organisation – how to tackle the tough questions - Places are strictly limited and will be allocated on a first-come first-served basis.
- PART 2 - Workshop: Promoting ESG in your organisation – how to tackle the tough questions - Places are strictly limited and will be allocated on a first-come first-served basis.
Zsuzsa joins RIAA as Manager, Research. Her role will be took look after the research efforts of the organisation, which includes ensuring the continued success of existing projects and reimagining RIAA’s research for the future.
Zsuzsa has an extensive track record as researcher, spending the last nine years in academia. She completed a PhD in sustainable finance and worked extensively with investors and the not-for-profit sector in the region on topics such as climate adaptation finance, blue finance, and the identification of environmental risks and opportunities. Prior to moving to Australia, she was a senior consultant for Deloitte in Europe where she was first exposed to the power of responsible investment and lending to make a positive difference. Zsuzsa is passionate about helping capital move into ventures that make investments responsible and our world more sustainable for present and future generations.
Tom Culver
CEO of Ethic AdviserEntrepreneur and sustainable finance specialist with a 20 career dedicated to the intersection of Technology, Sustainable impact and Wealth Management.
Charles Davis
Managing Director Sustainable Finance and ESG of Commonwealth Bank of AustraliaCharles established the bank’s sustainable finance team as Managing Director, Head of Sustainable Finance and ESG. For more than two years he has led the development of CBA’s sustainable finance business, in addition to working on numerous broader industry and CBA Group initiatives in this area. Prior to this, he led the energy team with a strong focus on large-scale renewable projects. In his time at CBA, he has also worked in relationship management and product roles delivering project, acquisition and corporate financing transactions across a number of different sectors in Australia and globally. Prior to moving to Australia, Charles worked in London for over 10 years with roles in finance, business development, project finance and origination/trading across the energy and renewables sectors in Europe. Charles is a Chartered Management Accountant and a graduate member of the Australian Institute of Company Directors.
Nathan Fradley
Certified Ethical Financial Adviser at Ethos ESGNathan 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.
Min Wah Voon
Head of Working Groups at RIAAAt RIAA Min Wah is responsible for ensuring that RIAA’s activities are aligned with RIAA’s strategic plan and responsive to important urgent, social, environmental and economic challenges. Responsibilities include developing and supporting RIAA’s thematic work through managing RIAA’s working groups, strategic partnerships and other initiatives.
Min Wah has 15 years’ experience working on sustainable development and human rights, with a strong interest in private sector engagement. Prior to RIAA, she worked for many years with Oxfam, the Red Cross, the World Food Programme, the UN High Commissioner for Refugees and the Food and Agriculture Organisation of the UN, on a range of programs across Asia, the Pacific and in Washington, DC.
Min Wah holds a Bachelor of Arts/Law and a Master’s in International and Community Development. She sits on the Monash University Industry Advisory Council for project management.
Michael Aked
Senior Investment Specialist at Scientific Beta Pte LtdMike Aked is a Senior Investment Strategist for Scientific Beta. At Scientific Beta, Mike undertakes Australian-based research on ESG and investment factor-based topics. Mike Aked was previously Partner, Head of Research - Australia and Global Head of Asset Allocation with Research Affiliates. He has also worked with the University of Virginia Investment Management Company (UVIMCO), Sunsuper, and UBS Global Asset Management across the US, Europe, Asia and Australia. Mike has a wealth of academic and practical experience in fundamental, quantitative and factor investing across both single and multi-asset class frameworks.
Amanda MacDonald
Head of Sustainable Investment at LGT CrestoneAmanda joined the firm with over 14 years’ experience in the investment industry with a focus on ESG.
She has a demonstrated history in providing strategic advice to clients, particularly in relation to ESG integration, engagement and shareholder activism and embedding these approaches throughout clients’ portfolios.
Amanda worked at Perpetual Private in Sydney as an Investment Director, providing strategic wealth advice to Not for Profit clients across Perpetual’s wealth business.
Before her role at Perpetual, Amanda led the Responsible Investment and ESG research function for MLC Advice as a Senior Investment Analyst and brought with her previous client relations experience from Institutional Business Development at Pendal Group.
Amanda holds a Bachelor of Business from the University of Technology Sydney, majoring in Finance and Economics and holds a Master of Applied Finance from Macquarie University.
Geri McMahon
Partner- Climate Change & Sustainability Services at KPMG AustraliaGeri is a Partner in KPMG’s Climate Change & Sustainability team in Australia and National ESG Leader for Asset & Wealth Management. She joined KPMG in January 2023 after spending 13 years living and working in London. Previously, Geri was Co-Head of Responsible at Aon where she led a diverse, multi-disciplinary team of ESG specialists in providing investment advice to U.K. institutional investors. Geri believes investors have a significant role to play when it comes to tackling climate change and inequality and through her work, supports them in contributing to solutions to global challenges, and driving forward positive change.
David Akers
Group Head of Investor Relations and Sustainability at The a2 Milk CompanyDavid joined The a2 Milk Company in April 2019 as Head of Investor Relations. In April 2021 his responsibilities expanded to include sustainability in the role of Group Head of Investor Relations and Sustainability. Prior to this he was Group Head of Investor Relations at Coca-Cola Amatil and Investor Relations Manager at GrainCorp. David has in-house and consulting experience having advised companies on investor relations and coporate affairs during periods of significant disruption including board and management transitions, mergers and acquisitions, divestments and restructures.
David holds degrees in Social Science and Commerce from Curtin University of Technology, with majors in International Relations, Geography and Public Relations. He has also completed the Graduate Diploma in Applied Finance with Kaplan Professional.
Rick Alexander
Chief Executive Officer at The Shareholder CommonsRick is the CEO of The Shareholder Commons, a non-profit organization that advocates on behalf of diversified shareholders.
Rick practiced law for 30 years at a leading Wilmington-based firm, including four years as managing partner. During that time, he was selected as one of the ten most highly regarded corporate governance lawyers worldwide and as one of the 500 leading lawyers in the United States. In 2015, Rick became Head of Legal Policy at B Lab, where he worked to create sustainable corporate governance structures around the globe. He left that position in 2019 to found The Shareholder Commons.
Rick serves on the Delaware Corporation Law Council and the Council of Institutional Investors Markets Advisory Council. He is also Director and Treasurer of the American College of Governance Counsel, a member of the Commonwealth Climate and Law Initiative Advisory Board, and serves on the Advisory Board of Beren Pharmaceuticals, P.B.C.
Leah Armstrong
Managing Director of First Australians Capital LtdLeah, a Torres Strait Islander, is a senior professional with over 25 year’s business and not for profit experience. Leah is leading First Australians Capital in innovating how Indigenous entrepreneurs access support and capital. This includes an ambitious Indigenous-led and managed perpetual impact investment fund which will grow a stable pipeline of Indigenous businesses that are investment-ready. Leah currently serves on several Boards including Chair of First Australians Capital, Trustee of The Nature Conservancy (Australia), Director of Karalumba Qld, and member of Philanthropy Australia’s RAP Working Group and RIAA’s RAP Working Group.
Leah has played a pivotal role in national Indigenous affairs as past CEO of Reconciliation Australia; Director of Indigenous Business Australia; Director of Indigenous Engagement and Advancement at the University of Newcastle, a member of the Business Council of Australia’s Indigenous Taskforce, a member of the Prime Minister’s Indigenous Advisory Council, a Fellow of the University of Sydney Senate, Chairperson of Supply Nation and Chairperson of Aboriginal Housing Office NSW.
Angela Ashton
Founder & Director of Evergreen ConsultantsAngela founded Evergreen in 2016 and is ultimately responsible for all investment activities at Evergreen
Angela has 30 years’ experience in investment markets. She has held senior investment roles at QIC, was Head of Ratings at van Eyk Research and General Manager, Managed Funds Research at IWL Ltd (now CommSec). She has contributed to the industry through serving on a number of education committees with groups such as Kaplan and the Investment Management Consultants Association (IMCA).
Hari Balkrishna
Vice President at T. Rowe PriceHari 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.
Jono Broome
Associate Director Client Relations of Morningstar SustainalyticsJono is an Associate Director of Client Relations at Morningstar Sustainalytics and has recently transferred to oversee the APAC Client Advisory team after 8 years in the United Kingdom, including five with Sustainalytics. During this time he worked as the lead Advisor for some of Morningstar Sustainalytics’ largest clients internationally, and has spent the last two years focusing on Sustainalytics’ commercial strategy for data on EU regulatory requirements such as SFDR and the EU Taxonomy.
Estelle Parker
Executive Manager at RIAAEstelle 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 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, and has experience on boards and committees. She is currently a member of the Principles for Responsible Investment’s Global Policy Reference Group and the Australian Government’s Natural Capital Working Group, as well as Convenor of the Taskforce on Nature-Related Financial Disclosures official Consultation Group for Australia and Aotearoa New Zealand.
Estelle holds a Master of Public Policy and Management (First Class Honours), Master of Communications (With Distinction), Bachelor of Arts (av. First Class Honours) and Certificate in Business Sustainability Strategy.
Robyn Parkin
Head of Sustainability and Advocacy at Ethical Partners Funds ManagementRobyn is the Head of Sustainability, where she oversees Ethical Partners core sustainability strategy, coordinates Ethical Partners proprietary in-house ESG research and analysis process and works directly with the investment team to integrate this into the investment process. Robyn also leads Ethical Partners’ sustainability team, which in conjunction with the investment team undertakes extensive sustainability engagements with Australian companies as well as an active program of investor collaborations and wider advocacy with civil society groups, NGO’s, shareholder activists, regulators, policymakers, legislators, media, and academics. Robyn is also a Manager of the Ethical Partners Tatrai Giving Fund.
Alexandra Brown
Founder and CEO of Ethical Invest GroupAlexandra Brown is the Founder of Ethical Invest Group and delivers sustainable finance consulting and education to purpose-driven finance professionals.
As a specialist in supporting the transition from traditional to ethical investment advice, Alexandra facilitates the Ethical Advice Accelerator to leapfrog financial advisers into this space. This content-rich and CPD-accredited online program enhances a financial adviser’s client proposition, by facilitating a deep understanding of ESG and sustainability. Advisers gain the skills to analyse and recommend responsible investment products, and the tools to confidently discuss client values and preferences.
Alexandra is Co-founder and Head of Research at Altiorem, a community-built online sustainable finance library, and an active member of the Ethical Advisers’ Co-op, a group of leading advisers who specialise in ethical and responsible investment.
Alexandra Brown’s vision is to accelerate ethical investment from niche to norm.
Sara Parrott
Chief Executive Officer at Hand Heart Pocket- PART 1 - Workshop: Promoting ESG in your organisation – how to tackle the tough questions - Places are strictly limited and will be allocated on a first-come first-served basis.
- PART 2 - Workshop: Promoting ESG in your organisation – how to tackle the tough questions - Places are strictly limited and will be allocated on a first-come first-served basis.
Sara has significant experience in corporate responsibility, stakeholder relations, grant-making, social impact measurement, and not-for-profit management. She was previously the Head of Corporate Responsibility at an Australian finance, insurance, and banking corporation based in Brisbane and has been the National Manager of a corporate foundation. Sara has held executive management positions in both not-for-profits and publicly listed companies and has also served on several not-for-profit boards and steering committees. She has formal qualifications in business management and marketing.
Paula Bruce
Senior Workplace Relations Adviser at iHR AustraliaPaula Bruce is a workplace dispute resolution expert. Since 1999, she has worked conscientiously to support organisations achieve conflict resolution both through models of early intervention such as mediation, education and collaboration and by providing workplace behaviour reviews/audits and investigations when necessary.
Paula is an investigator, mediator, researcher, coach and trainer. Paula’s experience is with commonwealth, state and local government, public and private hospitals, aged care providers and organisations such as airlines and hotel groups. Her past experience includes the development, management and delivery of a national workplace dispute resolution service for a large Employment Assistance Program (EAP). She has extensive experience undertaking investigations and working with parties in addressing allegations of bullying and harassment.
Paula has delivered training for clients in Bullying and Harassment, Resilience, Mediation and models of collaborative issue resolution for teams, managers and HR personnel. Her dedication and commitment to developing best practice includes undertaking research relating to high conflict relationships, culturally reflexive dispute resolution and challenges to mediation in Australian workplaces.
She has tertiary qualifications in law, psychology, mediation and management and maintains a NSW practicing certificate as a solicitor. She is a panel member with NSW Law Society and has developed pilot mediation programs for Local, District and Federal Magistrates Courts.
Jessica Cairns
Head of ESG and Sustainability at Alphinity Investment ManagementJessica is the Head of ESG and Sustainability at Alphinity Investment Management. She has been in this role for nearly 3 years and has over 13 years’ experience in the fields of environmental management, corporate sustainability and infrastructure. At Alphinity, Jess is responsible for the firm-wide approach to ESG integration, company engagement and stewardship, ESG research and thought leadership, and the sustainability analysis for Alphinity’s two sustainable funds. She works side by side with the investment team to analyse and integrate ESG and sustainability considerations into their decision making and participates in around 200 ESG focussed company meetings a year.
Jessie Pettigrew
Head of Responsible Investment at Equip Super- PART 1 - Workshop: Promoting ESG in your organisation – how to tackle the tough questions - Places are strictly limited and will be allocated on a first-come first-served basis.
- PART 2 - Workshop: Promoting ESG in your organisation – how to tackle the tough questions - Places are strictly limited and will be allocated on a first-come first-served basis.
Responsible for the delivery of the responsible investment strategy at Equip Super, Jessie’s focus is on the integration of Environmental, Social and Governance (ESG) considerations into the team’s investment process, the asset stewardship program, including company engagement and proxy voting activities as well as sustainable investment advocacy. Jessie has worked in sustainability and ESG risk across financial services for almost a decade, with a focus on investments and superannuation.
Paul Chandler
Director of Stewardship at PRIPaul Chandler leads the PRI’s work on stewardship. In his role, Paul oversees the PRI’s collaborative engagement programme including its work on Climate Action 100+, Advance and other collaborative initiatives. In addition, Paul leads the PRI’s work with signatories that focuses on enhancing stewardship effectiveness amongst the responsible investment community.
Paul has been at the PRI since 2014, having previously worked as an ESG Analyst for Regnan and in business development for Colonial First State Investments. Paul holds a Master of Environment from the University of Melbourne and a Bachelor of Business, majoring in finance, from the University of Technology, Sydney (UTS).
Camilla Skalberg
Director of ESG at Colonial First State- PART 1 - Workshop: Promoting ESG in your organisation – how to tackle the tough questions - Places are strictly limited and will be allocated on a first-come first-served basis.
- PART 2 - Workshop: Promoting ESG in your organisation – how to tackle the tough questions - Places are strictly limited and will be allocated on a first-come first-served basis.
Camilla has extensive experience in sustainability investing leading product innovation and enhancement across numerous leading fund managers to give investors the opportunity to tackle some of the most important challenges of our time, such as global warming, human rights and social issues. She has played an active role in driving ESG investor research, manager selection, marketing and distribution. She has also previously worked as a portfolio manager providing strategic advice to leading industry funds, not-for-profits and foundations in relation to ESG integration, ethical and impact investing embedding these approaches throughout clients’ portfolios.
Camilla has over 20 years’ experience in financial services holding a number of senior positions in product, investments and distribution at BT, Wellington, AMP Capital, Ausbil and Uniting Financial Services.
Kylie Charlton
Managing Director of Australian Impact InvestmentsKylie joined Australian Impact Investments in 2014 and has worked in Australia and internationally at the intersection of mainstream capital markets, impact investment and philanthropy for over 15 years. Kylie is a Venture Partner on the Giant Leap Fund, co-founder of Unitus Capital, Chair of the Australian Government supported Emerging Markets Impact Investment Fund, member of BetaShares Responsible Investment Committee, Chair for RIAA’s Impact Investing Forum and awardee of the AFR 100 Women of Influence 2018. Prior to transitioning her career into impact investment, Kylie spent 11 years in commercial and investment banking.
Kylie graduated in Commerce at University of Canberra and has an MBA from the Saïd Business School at the University of Oxford in England.
Sarah Clarke
Group General Manager Sustainability at MirvacSarah leads the Mirvac sustainability strategy, This Changes Everything, is the Deputy Chair of Cladding Safety Victoria and a Board Member of Homes Victoria. She has helped organisations across multiple sectors and industries to be a force for good, including property, oil and gas, public transport, and social policy.
Sarah received a Master of Arts (Professional & Applied Ethics) from the University of Melbourne, is a graduate of the McKinsey Executive Leadership program, the Prince of Wales Business & Sustainability Leadership program from the University of Cambridge, and holds a Bachelor of Arts (Hons, English) from James Cook University.
Professor Nicholas Davis
Industry Professor - Emerging Technology at University of Technology SydneyWith Prof Edward Santow and Prof Sally Cripps, Nicholas Davis is co-Director of the Human Technology Institute (HTI) and Industry Professor of Emerging Technology at the University of Technology Sydney. HTI aims to put human values at the centre of Australia's capability to develop, deploy and govern emerging technologies, thereby ensuring they are accountable, accurate, fair and fit-for-purpose.
Nick was formerly the World Economic Forum’s Head of Society and Innovation and a member of the Forum’s Executive Committee. With Professor Klaus Schwab, he is the co-author of Shaping the Future of the Fourth Industrial Revolution. Nick is concurrently a Professor of Practice at ASU’s Thunderbird School of Global Practice, an Associate Fellow at the University of Oxford's Said Business School, a Visiting Fellow at ANU in the School of Cybernetics, an Associate Fellow at the Geneva Centre for Security Policy and serves on a number of boards and advisory committees including ASIC’s Consultative Panel and AICD’s Technology Governance and Innovation panel. He holds degrees from the University of Oxford and University of Sydney.
Alan Dayeh
Partner at Point AdvisoryAlan is a Partner, Sustainability Strategy and Financial Services with Point Advisory, an ERM Group company based in Sydney, NSW. He provides clients with integrated advisory solutions in the areas of corporate responsibility and sustainability, including environmental, social and governance (ESG). 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.
Sybil Dixon
Head of ESG Product at Vanguard Investments Australia LtdSybil 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+.
Adam Drinkwater
Senior Adviser at TreystaAdam is a Senior Adviser and Partner at Treysta. He brings a strong technical background and an empathetic approach gained through many years of experience in the advice industry. Working closely with clients across a range of lifestyle and financial related areas, he is passionate about helping more people live and achieve their best financial lives, replacing financial uncertainty with financial confidence.
Treysta have been helping people on their journey to financial confidence for over 30 years. A better life is about being aware of what or who is really important to you, and spending more time doing those things or with those people. Treysta advisers guide clients toward better financial decisions and help them to achieve the lifestyle they desire, by improving the way they utilise their resources.
Kathryn Fitch-Daniels
Certified Financial Planner at EthinvestKathryn is a financial adviser with almost 20 years of experience in the financial planning industry. She joined Ethinvest in 2021 and has been a Certified Financial Planner since 2008.
Throughout her financial planning career exclusively in boutique practices, Kathryn has always worked in the comprehensive advice space, with extensive experience managing SMSFs & other entities as well as a wide range of strategies for individuals. She is passionate about clients achieving their financial goals through ethically constructed portfolios so that they can build wealth that also aligns with their values.
Kathryn has a Bachelor of Commerce and Graduate Diploma of Financial Planning, both through Western Sydney University. She is a member of the Ethical Advisers Co-op, The Financial Planning Association and the Responsible Investment Association Australasia.
Naomi Flutter
Executive General Manger Corporate Affairs at WesfarmersNaomi joined Wesfarmers as Executive General Manager, Corporate Affairs in August 2018. Before Wesfarmers, Naomi worked for Deutsche Bank for 20 years in public sector mergers and acquisitions, equity capital markets and business management. In 2013, she was appointed the Bank's head of Global Transaction Banking for Australia and New Zealand, responsible for the delivery of commercial banking services to local clients. In 2016, she assumed additional responsibilities, leading the Bank's Trust and Agency business across seven Asian markets.
Naomi holds honours degrees in Economic History and Law from the Australian National University and a Masters of Public Policy from Harvard University's John F Kennedy School of Government. In early 2018, she was recognised by The Asset as the Australian Custodian Banker of the Year.
Naomi currently serves on the Council of the Australian National University where she is the Pro Chancellor.
Morten Frederiksen
Director – Investment Research within the Investment Advisory Division of Pitcher Partners Investment Services Pty. Ltd.Morten is a Director – Investment Research within the Investment Advisory division of Pitcher Partners and has been with the firm for over 2 years. As a member of the Research team, his responsibilities include Australian Equities and Responsible Investments, where he chairs the Responsible Investment Advisory Group. Morten has over 20 years of investment experience across institutional funds management, having managed equity portfolios covering Australian, Asian, Income and Global equities as well as multi-asset portfolios. Morten has lived and worked in the UK, Australia and Hong Kong, working for Scottish Widows Investment Partnership, Maple-Brown Abbott, and Manulife Asset Management, among others. Morten has also been the CIO for an Asian wealth management business prior to joining PPIS.
Dr Rod Gutierrez
VP Health and Hygiene at BHPDr Rod Guitierrex is an Australian medical doctor, psychologist and business leader internationally well regarded in the fields of health and safety, cultural transformation, organisational and leadership development. A globally experienced consultant, facilitator and speaker, Rod has worked with some of the world’s largest, most complex organisations on solving some of their more pressing problems.
Through his work he has designed strategies and implementation programs to undertake results driven business improvement addressing ‘people’ challenges associated with business transformation. In addition, he has provided executive coaching and advice to senior leaders, CEOs and Vice Chancellors for over 15 years. He has held senior and executive roles within multinational corporations including the DuPont Corporation and Adecco Group. He is currently Vice President of Health and Hygiene for Group HSE at BHP.
Ian Hamm
Chairperson at Indigenous Land and Sea Corporation BoardA Yorta Yorta man, Ian has extensive government and community sector experience, particularly at executive and governance levels. Ian has overseen major policy and strategic reforms for government and community organisations. He works with people from a vast array of backgrounds, managing complex and sensitive relationships to achieve mutually beneficial outcomes. Ian was CEO of a major Aboriginal community organisation from January to August 2018.
Ian chairs and is a member of a number of boards, including the Indigenous Land & Sea Corporation, the Community Broadcast Foundation, Connecting Home, the Koorie Heritage Trust, Yarra Valley Water and the Australian Red Cross. He is also devoting himself to improving the representation of Aboriginal people on boards and other high level governance, through strategic action, advocacy and mentoring.
Carly Hammond
Senior Sustainability Analyst at New ForestsCarly is a member of New Forest's sustainability team, supporting the development and continual improvement of New Forests' group-wide strategies, policies, programs and disclosures related to environment, social and governance (ESG) and impact.
Carly’s career has been defined by working to influence positive social and environmental impacts. She was previously the Head of Marketing and Impact Investment Forum Program Manager for the Responsible Investment Association Australasia; a non-Executive Director of B Lab Australia & New Zealand; and Director of Engagement and Communications at Impact Investing Australia.
Prior to these roles she worked for the Australian Conservation Foundation and for Oxfam, in Australia and in East Africa, on campaigns spanning climate change, environmental sustainability, Indigenous rights, and social justice.
Elizabeth Hatton
Director & Adviser of VivaEthical Financial AdviceWorking in Financial Services for over 15 years, Elizabeth Hatton is passionate about ethical and sustainable investments, tax planning, and retirement planning. She is committed to helping people to both better manage their finances, and make financial decisions with confidence - the job is to make preparations, to think about what is likely to happen and what it would be prudent for you to prepare for.
Her company, VivaEthical Financial Advice, focuses on building strong working relationships with clients to achieve better financial outcomes. VivaEthical can help you assess your own financial situation and make financial and investment decisions that align with your particular life interests and goals. VivaEthical does not receive commissions or similar payments, and runs a fee for service practice.
As well as growing tomatoes, she’s converted to KeepCups as a lifestyle choice, has launched a podcast series called Get Ethical and publishes a regular newsletter called VivaEthical Insights.
Dean Hegarty
Executive Manager at RIAADean leads RIAA’s member engagement, events, marketing and communications functions, and heads RIAA's Aotearoa NZ branch. He works with 500+ global and locally based Asset Managers, Superfunds, Kiwisaver providers, Financial Advisors and Wealth Platforms to help them align their capital with sustainable outcomes. Dean is also a member of the National Advisory Board on Impact Investing in NZ.
Tim King
Chief Investment Officer at Melior Investment ManagementTim 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 serves on the board of the NSW Biodiversity Conservation Trust. He is a Chartered Financial Analyst and 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.
Tom King
Chief Investment Officer at Nanuk Asset ManagementTom joined Nanuk in 2009 and is the firm’s chief investment officer and one of the firm’s portfolio managers with approximately 20 years’ investment industry experience in equity funds management, investment banking and private equity. He was previously an investment manager at Consolidated Press Holdings Limited where he was involved in the management and execution of a large portfolio of direct and listed investments. Before that he was employed in several roles with NM Rothschild & Sons (Australia) Ltd including within the mergers & acquisitions advisory business and as manager of the forestry managed investment scheme business. Earlier he worked as an investment analyst with Australian equities fund manager Herschel Asset Management Ltd and as an industrial consultant with Hagen & Co Pty Ltd. Tom holds a first class honours degree in Engineering from the University of Melbourne. He has also won an Olympic gold medal in sailing and has been awarded a Medal of the Order of Australia for services to sport.
Christopher Lang
Financial Adviser / Director of Ethical Choice InvestmentsChris is a customer focused adviser who grew up exploring Tasmania’s outdoors, discovering for himself the importance and beauty of our wilderness areas. He aims to find investments which sustain and support our natural environment for future generations. Chris seeks to guide and support you through your financial journey by understanding your personal goals and ethics, combining this with his experience and skills in financial services.
Chris graduated in 2012 with a Bachelor’s degree in Financial Planning, with distinction. He was accepted into a highly competitive national graduate program, and has worked as an adviser in Tasmania since.
Julia Leske
Managing Director, Head of APAC Insitutional Sales at ISS ESGHaving 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).
Greg Liddell
Director - Responsible Investments of BetasharesGreg Liddell is a well credentialled financial services executive who joined BetaShares in November 2021. Mr Liddell is responsible for driving sustainable investment initiatives across the firm as well as acting as the leading ESG subject matter expert within the firm.
Prior to joining Betashares, Mr. Liddell was Executive Manager - Investment Sustainability at Suncorp, where he developed and implemented their first Responsible Investment Policy and was heavily involved in the development of the firm’s first Climate Change Action Plan and Modern Slavery Statement. Prior to Suncorp, Greg held roles at the Centre for International Financial Research (CIFR), the Investor Group on Climate Change (IGCC), Russell Investments, QIC and Mercer.
Shara Lohrasb
Associate Director of Clean Energy Finance CorporationShara 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.
Prof Timothy Lynch
Professor of Political Science, Associate Dean International at The University of MelbourneTim Lynch is Professor of Political Science and Associate Dean (International) in the Faculty of Arts at the University of Melbourne. In 2022-23, Tim was the Milward L. Simpson Visiting Fulbright Professor at the University of Wyoming, researching ‘red state foreign policy.’ His latest book, In the Shadow of the Cold War: American Foreign Policy from George Bush Sr. to Donald Trump (Cambridge, 2020), has been called ‘a cogent, graceful, provocative account’ of its subject. His other books include Turf War: the Clinton Administration and Northern Ireland (Ashgate, 2004) and US Foreign Policy and Democracy Promotion (Routledge, 2013).
His co-authored book, After Bush: the Case for Continuity in American Foreign Policy (Cambridge, 2008), won the Richard Neustadt Book Prize and became a best-selling international security text. He is editor of the two-volume Oxford Encyclopedia of American Military and Diplomatic History (2013). His many op-eds have had over 1 million hits.
Tim worked closely on the Northern Ireland peace process and remains a key interlocutor between U.S. diplomats and the academic community. Twice a Fulbright scholar, he holds a PhD in political science from Boston College, USA.
Liza McDonald
RIAA Board Member and Head of Responsible Investment at Aware SuperLiza 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).
Liza became a RIAA Board Member in December 2022.
Ros McKay
Head of Responsible Investment at CBus Super FundWith over 20 years of responsible investment experience, Ros’ prior experience includes policy, ESG integration and stewardship roles with an ASX 50 listed company, pensions regulators (in Australia and the UK), superannuation industry bodies and a state based funds manager. Ros joined Cbus in the role of Head of Stewardship and Policy in the Responsible Investment team five years ago.
Ros is a member of the Australian Sustainable Finance Institute (ASFI) Taxonomy Steering Committee. She Chairs the Australian Council of Super Investors (ACSI) Rights and Cultural Heritage Risk Management working group and is a member of the AICD’s 30% Club Investor working group.
Hannah Meade
Director of Ndevr Environmental Pty LtdHannah is a qualified engineer with a Bachelor of Psychology and an MBA. She has more than twelve years’ experience in energy, environment, and strategic consulting and is a board member for A2EP, a Climate Active registered consultant, B Consultant, B Facilitator, Infrastructure Sustainability Accredited Professional (ISAP), Certified Measurement and Verification Practitioner (CMVP), and an airport carbon accreditation verifier. Hannah has led a wide range of projects with Ndevr Environmental that span the fields of government policy & strategy, emission reduction pathways, electric vehicles, transport productivity, stakeholder engagement, workshop facilitation and capacity building. Hannah adopts a strategic and collaborative approach to assist clients and is well versed in the development of complex but user-friendly models and implementing, monitoring and verifying improvement actions.
Dave Rae
Certified Financial Planner at ETHINVEST PTY. LIMITEDDave 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 and sits on RIAA’s Certification Assessment Panel.
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.
Sam Retallack
Chief People Officer at IGOSam joined IGO in 2013 as Human Resources Manager and was appointed Head of People & Culture in 2017. In 2022, Sam was appointed Chief People Officer. Sam has over 25 years’ experience in senior management, human resources, consulting and operational roles working for a range of organisations. Prior to joining IGO, Sam led large workforce -based businesses within Aherns Department Stores and Ansett Airlines, before turning to roles in Human Resource management across the mining, finance, legal and biomedical sectors.
Fiona Reynolds
Independent Director and Advisory Board MemberFiona Reynolds is an independent director and advisory board member working across the business and investor sectors on ESG and sustainability issues. Fiona served as the CEO of the Principles for Responsible Investment (PRI) for over nine years, stepping down at the beginning of 2022.
Fiona has 25 years' experience in the financial services, superannuation and pension sector. She joined the PRI from the Australian Institute of Superannuation Trustees (AIST), where she spent seven years as CEO.
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.
Fiona is the Chair of the UN Global Compact Australia, she also serves on the Board of Frontier Advisors and Client Earth Asia Pacific, the Advisory Boards of Quinbrook Infrastructure Partners, and Affirmative Investment Management. She chairs the ESG Advisory Board for Qualitas is on the think tanks Climate Catalyst, and the Sustainability and Impact Forum. She is also on the ESG advisory board of BASF and PWC.
Susan Rodgers
Director of Business Development at Scientific Beta Pte LtdSusan Rodgers is Scientific Beta’s Director of Business Development, Australia and New Zealand. At Scientific Beta, Susan is responsible for building client relationships and developing opportunities in the region. Susan was previously Vice President/Senior Account Executive at State Street Global Advisors (SSGA) in Australia. Previously Susan has worked in the UK with SSGA and BZW Investment Management, and with Bankers Trust Asset Management in Australia. Susan brings a successful track record plus extensive experience and knowledge of the institutional investment industry to Scientific Beta.
Trista Rose
Head of Sustainable Investments, Pacific at FTSE RussellAs Head of Sustainable Investments for the Pacific, Trista Rose is responsible for FTSE Russell’s Sustainable Investment indexes, data and analytics solution across Australia and New Zealand.
Kerry Series
Founder of North Star Impact Pty LtdKerry is the founder of NorthStar Impact and Portfolio Manager of the NorthStar Impact Australian Equities Fund, which is the only Australian equities impact fund certified by RIAA. With over 30 years’ experience in the stock-market, he is now focused on impact investing in listed equities. Prior to launching the NorthStar Impact Fund, Kerry was a co-founder of Perennial Investment Partners in 1999, which grew to $20bn in funds under management within 7 years, and founder of Eight Investment Partners in 2010, which manages small companies’ portfolios.
In 2018, Kerry completed the Impact Measurement programme at Oxford University.
Lucy Steed
CEO of Melior Investment ManagementLucy 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.
Olivier Trecco
Head of ESG Solutions ASEAN, Japan, Pacific at S&P Global Sustainable1Olivier Trecco serves as Head of ASEAN, Japan, Australia ESG Solutions at S&P Global Sustainable1. He leads the Sustainable1 ESG Solutions team in the region, where he focuses on the strategic development of S&P Global ESG Solutions, anchored in client-centric technical expertise and deeper strategic relationships. Olivier also works on delivering regionally relevant thought leadership materials, and represents S&P Global Sustainable1 at conferences, webinars and other client events.
Prior to joining S&P Global Sustainable1, Olivier worked over 11 years in the financial industry. His most recent position was Co-Head of the ESG Solutions Team at Natixis Investment Managers Solutions, where he focussed in particular on the development of climate analytical & data capacities. Previously, Olivier worked both for Natixis CIB and Natixis Investment Managers in Solutions advisory roles, based in London and Paris, mainly dedicated to institutional clients. Prior to this, Olivier started his career by working on the funding of water and environmental projects in West and East Africa.
Farren Williams
Adviser & Partner at Koda CapitalFarren 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.
Kuldeep Yadav
Vice President, ESG Sector & Thematic Research, APAC at MSCIKuldeep researches and writes about ESG-related trends across the Asia-Pacific and is responsible for covering the mining industry. Before joining MSCI, Kuldeep led the investment management at Byron Capital where he was responsible for managing a multi-asset portfolio of $1B. He has previously worked as a consultant for Deloitte and an analyst for Morgan Stanley. Kuldeep holds a Master of Finance from the Queensland University of Technology and a Bachelor of Commerce from the University of Delhi.