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Welcome
Matthew Mimms

Iwi welcome from Manu Pihama & Welcome from RIAA Board Member Matt Mimms.

  • Matthew Mimms (Managing Director of The Investment Store)

    Matthew Mimms

    Managing Director of The Investment Store
Launch of 2020 Responsible Investment Benchmark Report
Simon O'Connor
  • Simon O'Connor (CEO of Responsible Investment Association Australasia)

    Simon O'Connor

    CEO of Responsible Investment Association Australasia

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

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

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

    More information about speaker
Panel discussion
Matthew MimmsOlivia AlbrechtSteffan BerridgeJustine SeftonTanya Gilchrist

Unpacking the findings of the Benchmark Report

  • Matthew Mimms (Managing Director of The Investment Store)

    Matthew Mimms

    Managing Director of The Investment Store
  • Olivia Albrecht (Head of ESG Business Strategy at PIMCO (USA))

    Olivia Albrecht

    Head of ESG Business Strategy at PIMCO (USA)
  • Steffan Berridge (Head of Quantitative Strategy and Responsible Investment at Kiwi Wealth)

    Steffan Berridge

    Head of Quantitative Strategy and Responsible Investment at Kiwi Wealth
  • Justine Sefton (Associate Director, Sustainable Value of KPMG New Zealand)

    Justine Sefton

    Associate Director, Sustainable Value of KPMG New Zealand
  • Tanya Gilchrist (Director/Senior Adviser of DecisionMakers (Tauranga))

    Tanya Gilchrist

    Director/Senior Adviser of DecisionMakers (Tauranga)
Break
The wave of policy interventions accelerating responsible investment – a policy update and insights
Nicolette BoeleLucas KengmanaRebekah SwanErica Miles

Policy and regulation around responsible investment is fast developing – from TCFD reporting, to new KiwiSaver default requirements. This session will hear an update on key developments, and an investor panel will unpack what it means for investors.

  • Nicolette Boele (Executive Manager Policy & Research at Responsible Investment Association Australasia)

    Nicolette Boele

    Executive Manager Policy & Research at Responsible Investment Association Australasia
  • Lucas Kengmana (Senior Investment Strategist at New Zealand Superannuation Fund)

    Lucas Kengmana

    Senior Investment Strategist at New Zealand Superannuation Fund
  • Rebekah Swan (ESG Investment Specialist, NZ / Client Advocate / Head of Product at AMP Capital Investors (NZ) Limited)

    Rebekah Swan

    ESG Investment Specialist, NZ / Client Advocate / Head of Product at AMP Capital Investors (NZ) Limited
  • Erica Miles (Director of West Nine Consulting Limited)

    Erica Miles

    Director of West Nine Consulting Limited
The Role of Sustainable Finance in supporting NZ’s transition to a clean, low carbon and sustainable future
James Shaw
  • James Shaw (Minister for Climate Change | Minister of Statistics | Associate Minister of Finance)

    James Shaw

    Minister for Climate Change | Minister of Statistics | Associate Minister of Finance

    New Zealand can lead the world in transitioning to a high-value, clean-tech, post-carbon economy that works for everyone. It’s one of the many reasons James joined the Green Party in 1990, and why he’s extremely excited about being a Minister in the Labour-led Government. This Government will bring the large-scale, transformational change that is needed to build a truly sustainable economy, a diverse inclusive society, and to restore and replenish our natural world.

    Prior to becoming an MP, James had a successful career in management consulting, primarily in London, where he lived from 1998 to 2010. James worked with large, multinational companies across Europe and around the world, helping them develop more sustainable business practices.

    More information about speaker
Wrap Up
Simon O'ConnorMatthew Mimms
  • Simon O'Connor (CEO of Responsible Investment Association Australasia)

    Simon O'Connor

    CEO of Responsible Investment Association Australasia

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

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

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

    More information about speaker
  • Matthew Mimms (Managing Director of The Investment Store)

    Matthew Mimms

    Managing Director of The Investment Store

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

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

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

    More information about speaker
Welcome
Simon O'Connor
  • Simon O'Connor (CEO of Responsible Investment Association Australasia)

    Simon O'Connor

    CEO of Responsible Investment Association Australasia

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

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

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

    More information about speaker
How we build back better – the role of responsible investment in our COVID recovery
Dr Rhian-Mari Thomas OBEDr Rod CarrMatt Whineray

Keynote addresses

NZ Climate Change Commission:
Aligning our COVID-19 recovery to a net zero New Zealand. (Dr Carr)

Accelerating a greener future through finance – lessons from the UK’s Green Finance Institute (Dr Thomas)

The Sustainable Finance Forum – setting the roadmap for the NZ financial services sector – the path forward for NZ (Matt Whineray)

  • Dr Rhian-Mari Thomas OBE (Chief Executive at Green Finance Institute)

    Dr Rhian-Mari Thomas OBE

    Chief Executive at Green Finance Institute
  • Dr Rod Carr (Chairperson at Climate Change Commission)

    Dr Rod Carr

    Chairperson at Climate Change Commission
  • Matt Whineray (Chief Executive Office at New Zealand Superannuation Fund)

    Matt Whineray

    Chief Executive Office at New Zealand Superannuation Fund
Embedding a sustainable recovery across our portfolios – what can investors do?
Raewyn JonesTemuera HallSam RichardsKatharine TapleyRobert Wilson Jr

A panel discussion from practitioners in aligning capital with a sustainable future, seeking impact where it matters most

  • Raewyn Jones (Trust Manager at WEL Energy Trust)

    Raewyn Jones

    Trust Manager at WEL Energy Trust
  • Temuera Hall (Managing Director of JMI Wealth - Tahito)

    Temuera Hall

    Managing Director of JMI Wealth - Tahito
  • Sam Richards (Managing Director of Brightlight Impact Advisory)

    Sam Richards

    Managing Director of Brightlight Impact Advisory
  • Katharine Tapley (Head of Sustainable Finance at ANZ Banking Group)

    Katharine Tapley

    Head of Sustainable Finance at ANZ Banking Group
  • Robert Wilson Jr (Investment Officer - Research Analyst at MFS Investment Management)

    Robert Wilson Jr

    Investment Officer - Research Analyst at MFS Investment Management
Break
ESG Insights – where does cannabis ft in an ethical and responsible portfolio?
John BerryTrevor DavidEmily Faithfull

Experts unpack what results of the referendum could mean for ethical and responsible investors

  • John Berry (CEO of Pathfinder Asset Management)

    John Berry

    CEO of Pathfinder Asset Management
  • Trevor David (Associate Director, Client Relations of Sustainalytics)

    Trevor David

    Associate Director, Client Relations of Sustainalytics
  • Emily Faithfull (Corporate Ratings Analyst at ISS ESG)

    Emily Faithfull

    Corporate Ratings Analyst at ISS ESG
Making finance tobacco-free – are we there yet?
Dr Bronwyn King AO

The latest insights from Tobacco Free Portfolios on a campaign to save a billion lives this century.

  • Dr Bronwyn King AO (CEO of Tobacco Free Portfolios)

    Dr Bronwyn King AO

    CEO of Tobacco Free Portfolios
Wrap up
Matthew MimmsSimon O'Connor
  • Matthew Mimms (Managing Director of The Investment Store)

    Matthew Mimms

    Managing Director of The Investment Store

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

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

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

    More information about speaker
  • Simon O'Connor (CEO of Responsible Investment Association Australasia)

    Simon O'Connor

    CEO of Responsible Investment Association Australasia

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

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

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

    More information about speaker
Welcome
Matthew Mimms
  • Matthew Mimms (Managing Director of The Investment Store)

    Matthew Mimms

    Managing Director of The Investment Store

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

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

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

    More information about speaker
From Conversation to Action (CPD points available)
Dave RaeJoshua EdmundsMark HoltomCassandra Williams

This session will help advisers explore the growing demand for responsible investment and gain practical insights into the client interview process so that you can feel confident to start having effective and consistent conversations with your clients about their responsible investment preferences.

Learn about where you can go to find responsible investment products and what it really means for a product to achieve RI certification.

  • Dave Rae (Financial Planner at Federation Financial Services)

    Dave Rae

    Financial Planner at Federation Financial Services
  • Joshua Edmunds (Manager of Operations and Member Services at Responsible Investment Association Australasia)

    Joshua Edmunds

    Manager of Operations and Member Services at Responsible Investment Association Australasia
  • Mark Holtom (Financial Planner at C2C Partners Ltd)

    Mark Holtom

    Financial Planner at C2C Partners Ltd
  • Cassandra Williams (Certification and Ratings Manager at Responsible Investment Association Australasia)

    Cassandra Williams

    Certification and Ratings Manager at Responsible Investment Association Australasia