Programme ⇽ RIAA Conference Aotearoa NZ 2023 | Responsible Investment Association Australasia on Glue Up

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Tuesday, August 8, 2023 08:00 to 19:00

08:00 - 08:30

Registration opens

08:30 - 08:40

Iwi welcome

08:40 - 09:00

Welcome from RIAA
Dean Hegarty

Dean Hegarty
Executive Manager at RIAA

09:00 - 09:15

Greenwashing: a view from the regulator
Paul Gregory

Heightened regulatory scrutiny of responsible investment claims made by financial product providers has elevated the importance of credible third-party verification in protecting consumers from greenwashing. How are regulator expectations changing? What should our sector do to raise the bar for responsible and values-based investors in substantiating their responsible investment claims? Do credible third-party certifications have a role to play?

Paul Gregory
Executive Director - Response & Enforcement of Financial Markets Authority

09:15 - 09:50

The role of third-party verification in the fight against greenwashing
Helen Skinner•Paul Gregory•Shalini Samuel•Andrew Davies•Greg Liddell

Panel discussion following Paul Gregory's keynote - Heightened regulatory scrutiny of responsible investment claims made by financial product providers has elevated the importance of credible third-party verification in protecting consumers from greenwashing. How are regulator expectations changing? What should our sector do to raise the bar for responsible and values-based investors in substantiating their responsible investment claims? Do credible third-party certifications have a role to play?

Helen Skinner
Head of Responsible Investment at ANZ New Zealand Investment Limited
Paul Gregory
Executive Director - Response & Enforcement of Financial Markets Authority
Shalini Samuel
Head of Certification & Ratings at RIAA
Andrew Davies
Chief Executive Officer at B Lab Australia & Aotearoa New Zealand
Greg Liddell
Director - Responsible Investment of Betashares

09:55 - 10:35

The race to zero
Estelle Parker•James Harwood•Michael Salvatico•Charlotte Rutherford

As the race to stop catastrophic climate change heats up while attention to greenwashing intensifies, investors must answer key questions as they bed down their net zero plans. Are issuers' climate mitigation strategies going to achieve net zero? How effective are offsets in combatting climate change, and what is their place in a credible net zero strategy?

Estelle Parker
Executive Manager at RIAA
James Harwood
Senior Portfolio Manager, Australasian Equities & ESG Strategies at Russell Investments
Michael Salvatico
Head of Asia, Pacific, Middle East & Africa ESG Solutions, at S&P Global Sustainable1
Charlotte Rutherford
Director of Sustainability at Fonterra

10:35 - 11:10

Morning Tea

11:10 - 11:55

Te Ao Māori, the Aotearoa NZ Stewardship Code and Māori-led investment: RIAA's First Nations Peoples' Rights Working Group
Jodi Hayward•Tawa Campbell Seymour•Temuera Hall•Arti Prasad

Hear from leading, award-winning Māori investors on how Te Ao Māori is informing the Stewardship Code, business purpose and strategy, and investment opportunities, now and into the future of Aotearoa.

Jodi Hayward
Chief Executive Officer at Te Pai Roa Tika o te Taitokerau
Tawa Campbell Seymour
Pouhoe | Executive Manager at ASB Group Investments Limited
Temuera Hall
Director of TAHITO Ltd
Arti Prasad
RIAA Board Member & Pacific Client Lead at Mercer

12:00 - 12:30

From Climate to sustainability: the evolution of disclosures for the finance sector
April Mackenzie•Calida Stuart-Menteath

Climate, Modern Slavery, Nature, D&I, Inequality: What does the evolution of sustainability disclosures look like for Aotearoa NZ and globally? What can investors do to prepare?

April Mackenzie
Chief Executive at External Reporting Board
Calida Stuart-Menteath
Co-editor at National Business Review

12:30 - 13:25

Lunch

13:25 - 13:30

A message from the RIAA Chair
Ross Piper

Ross Piper
Chair of RIAA Board & Chief Executive Superannuation at Australian Ethical Investment Ltd

13:30 - 13:55

Keynote by Matt Whineray

Matt Whineray
Chief Executive Officer at Guardians of New Zealand Superannuation

14:00 - 14:35

Impact & Equities
Pablo Berrutti•Simon O'Connor•Justine Sefton

Consumers want to see more assets with positive impact in all the ways they invest - from Kiwisaver to funds. What are the constraints to doing this? How close are we to seeing this realised? Join us as leading experts delve into the sustainable and impact investment landscape and outlook in Aotearoa

Pablo Berrutti
Senior Investment Specialist at Stewart Investors
Simon O'Connor
CEO of RIAA
Justine Sefton
Deputy-Chair at Impact Investing Network Aotearoa NZ

14:40 - 15:15

RI in a digital world
Jessica Cairns•Madeline Newman•Rebekah Swan•Matt Mimms

Digital technology continues to develop at unpresented rates, immersing itself into every segment of our lives. With the new wave of AI joining, social media, data privacy and security to name just a few of the complexities we need to manage. Explore the risks and opportunities for investors in this ever changing landscape. Developed by RIAA's Human Rights Working Group.

Jessica Cairns
Head of ESG and Sustainability at Alphinity Investment Management Limited
Madeline Newman
Executive Director of AI Forum New Zealand Te Kahui Atamai Iahiko o Aoteraoa
Rebekah Swan
Responsible Investment Adviser at Fisher Funds Management Limited
Matt Mimms
Director of The Investment Store

15:15 - 15:45

Afternoon Tea

15:45 - 16:25

Keeping the lights on: Aotearoa NZ's path to electrification
Craig Stent•Andrew Knight•Neal Barclay•James Kilty

Electricity is an integral part of our countries transition planning. But how are we actually going to get there? What role will hydrogen play in meeting our energy needs? Can our lines network even cope with the increased demand from electrification? Hear from industry leaders working at the face of these emerging challenges as we unpack what's coming next for the sector.

Craig Stent
Head of Equities at Harbour Asset Management
Andrew Knight
Chief Executive at Gas Industry Co
Neal Barclay
Chief Executive at Meridian Energy
James Kilty
Chief Executive at Powerco

16:25 - 16:55

Reflections on Responsible Investment
Dean Hegarty•Simon O'Connor

Dean Hegarty
Executive Manager at RIAA
Simon O'Connor
CEO of RIAA

16:55 - 17:05

Official close of conference & Karakia
Estelle Parker•Arti Prasad

Estelle Parker
Executive Manager at RIAA
Arti Prasad
RIAA Board Member & Pacific Client Lead at Mercer

17:05 - 19:00

Networking drinks and canapés in the foyer

Proudly sponsored by S&P Dow Jones Indices and S&P Global Sustainable1

Tuesday, August 8, 2023 08:00 to 16:20

09:55 - 10:35

Making RI Accessible: What you need to know as you start your journey into RI
Dr Zsuzsa Banhalmi-Zakar•Lucy Martin•Pip Best

New to responsible investment? We move past the jargon to explain the key RI approaches and unpack information on financial performance, ensuring you have a solid foundational understanding. This is a vital session for those just starting out on their responsible investment journey and looking to harness the opportunity of this burgeoning industry.

Dr Zsuzsa Banhalmi-Zakar
Manager of Research at RIAA
Lucy Martin
Vice President, Responsible Investment Product Specialist at Columbia Threadneedle Investments
Pip Best
Partner at EY

10:35 - 11:10

Morning tea

11:10 - 11:55

Building a Portfolio with Impact
Katie Beith•Melissa Platt•Alastair Rhodes•Frances Sweetman

Consumers are increasingly demanding investments that lead to positive outcomes for people and planet. But what is involved in building a portfolio that is well diversified, meets financial objectives, liquidity requirements and responsible investment or impact aspirations? How can risk, return and impact be navigated? This session examines these key questions, looking at how to achieve impact through different asset classes, while building a robust portfolio.

Katie Beith
Head of ESG at Forsyth Barr
Melissa Platt
Director/ Senior Analyst, Wealth Management Research of Forsyth Barr
Alastair Rhodes
CEO of BayTrust
Frances Sweetman
Head of Sustainable Investments at Milford Asset Management

12:00 - 12:30

Understanding the impact of changing trends on Kiwi consumer behaviours
Carey Church•Angus Dennis•Joshua Edmunds•Dean Anderson

Consumers expectations are evolving, and it's happening at speed. How are the changing trends impacting the decisions they're making today, and the ones they're about to make? Unpack the leading research on consumer sentiment and motivations within Aotearoa NZ. Experts from within the industry will help you better understand your customers, what they expect of you, and what they’re looking for in an investment product.

Carey Church
Ethical Investments Adviser at Moneyworks NZ Ltd
Angus Dennis
Investment Director of Australian Ethical Investment Ltd
Joshua Edmunds
Manager of Member Services at RIAA
Dean Anderson
Founder & CE of Kernel Wealth Limited

12:30 - 13:25

Lunch

14:00 - 14:35

What is a fossil fuel anyway? Cutting through the jumble of screens and definitions
Jono Broome•Peter Lee•Kate Brownsey

Our panel unpacks how definitions and screens can be so easily misunderstood in portfolio construction. How can advisers analyse a range of funds in the market, when fund managers have varying definitions? And has the governments definition of fossil fuels in default KiwiSaver funds helped?

Jono Broome
Associate Director, Client Advisory of Sustainalytics, a Morningstar Company
Peter Lee
Principal at Ethical Investing NZ Ltd
Kate Brownsey
ESG Analyst at Pathfinder Asset Management

14:40 - 15:15

Investing in armed conflict? Navigating the minefield to protect human rights: RIAA's Human Rights Working Group
Kate Turner•Måns Carlsson OAM•Dr Marnie Lloydd•Sarah Salmond

Unpacking real world examples and case studies, this practical session will guide investors on incorporating RIAA’s Investor Toolkit on Human Rights and Armed Conflict into their investment practice. Developed by RIAA’s Human Rights Working Group.

Kate Turner
Global Head of Responsible Investment at First Sentier Investors
Måns Carlsson OAM
Head of ESG at Ausbil Investment Management Limited
Dr Marnie Lloydd
Senior Lecturer, Faculty of Law at Te Herenga Waka—Victoria University of Wellington
Sarah Salmond
Partner at MinterEllisonRuddWatts

15:15 - 15:45

Afternoon tea

15:45 - 16:20

Nature’s Investment: A global perspective on data, disclosures and directors’ duties
Nicola Swan•Guy Williams•Greg Munford•Dr John Reid

The work from investors incorporating nature into decision-making continues globally, and at pace. Examine the latest international trends and developments on nature-related financial disclosures, the intersection between nature and climate, directors' duties when it comes to nature considerations, and the challenges and opportunities of incorporating nature into investment decision-making. Developed by RIAA's Nature Working Group

Nicola Swan
Partner at Chapman Tripp
Guy Williams
Member of the TNFD Taskforce and Executive Director at Pollination Capital Partners Pty Limited
Greg Munford
Senior Investment Strategist, Sustainable Investment at Guardians of New Zealand Superannuation
Dr John Reid
Senior Researcher at University of Canterbury

Programme

Dean Hegarty

Paul Gregory

Helen Skinner

Paul Gregory

Shalini Samuel

Andrew Davies

Greg Liddell

Estelle Parker

James Harwood

Michael Salvatico

Charlotte Rutherford

Jodi Hayward

Tawa Campbell Seymour

Temuera Hall

Arti Prasad

April Mackenzie

Calida Stuart-Menteath

Ross Piper

Matt Whineray

Pablo Berrutti

Simon O'Connor

Justine Sefton

Jessica Cairns

Madeline Newman

Rebekah Swan

Matt Mimms

Craig Stent

Andrew Knight

Neal Barclay

James Kilty

Dean Hegarty

Simon O'Connor

Estelle Parker

Arti Prasad

Dr Zsuzsa Banhalmi-Zakar

Lucy Martin

Pip Best

Katie Beith

Melissa Platt

Alastair Rhodes

Frances Sweetman

Carey Church

Angus Dennis

Joshua Edmunds

Dean Anderson

Jono Broome

Peter Lee

Kate Brownsey

Kate Turner

Måns Carlsson OAM

Dr Marnie Lloydd

Sarah Salmond

Nicola Swan

Guy Williams

Greg Munford

Dr John Reid

Michael Aked

Dr Zsuzsa Banhalmi-Zakar

Damian Corbett-Lad

Susan Rodgers

Kuldeep Yadav

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