More sessions and speakers to be announced soon


Hon Simon Watts (Minister of Climate Change and Revenue)

Hon Simon Watts

Minister of Climate Change and Revenue

Simon Watts was elected as the Member of Parliament for North Shore in the 2020 election. He is the Minister of Climate Change and Minister of Revenue.

Simon grew up in the Waikato, where his family were farmers and orchardists. He is married, has two sons, and lives on the North Shore with his family. He studied Accounting and Finance at Waikato University and worked in investment banking in Asia, Europe and the United Kingdom. He has worked for one of the world's largest investment banks, the Royal Bank of Scotland (RBS), where he held several management roles during and in the aftermath of the Global Financial Crisis.

Dr Rod Carr (Professional Director, Director ASB & Founding Chair of New Zealand's Climate Change Commission)

Dr Rod Carr

Professional Director, Director ASB & Founding Chair of New Zealand's Climate Change Commission

Dr Carr has extensive experience in both public and private sector governance and leadership. He served as Chair and non-executive director of the Reserve Bank of New Zealand and served as Deputy Governor and for a time Acting Governor of the Bank. Dr Carr was the founding Chair of the National Infrastructure Advisory Board and for over a decade was a non-executive director of the Canterbury Employers’ Chamber of Commerce. He led the University of Canterbury as Vice Chancellor for ten years, and holds a PhD in Insurance and Risk Management, an MA in Applied Economics and Managerial Science, an MBA in Money and Finance and honours degrees in law and economics.

Jolie Hodson (CEO of Spark)

Jolie Hodson

CEO of Spark

Jolie Hodson is CEO and an Executive Director of Spark New Zealand. Her appointment to CEO in July 2019 followed a substantial career within Spark, leading different areas of the operating business over a six-year period. As CEO Jolie is responsible for ensuring the company has a sound strategy and builds a team around her that is able to deliver the digital infrastructure, products and services, and innovation that supports Spark’s customers and Aotearoa to win big in a digital world.

Jolie is a strong advocate for diversity and inclusion, digital equity, and the role of technology in enabling Aotearoa’s transition to a high-productivity, low-carbon economy. She is passionate about supporting women in business, and is a member of Global Women, a Champion for Change, and a founder of OnBeingBold.

In 2022 Jolie became the Convenor of the Climate Leaders Coalition, uniting New Zealand businesses that account for 32% of the country’s GDP to raise the bar on business leadership on climate action.

In 2016 she was awarded ‘CFO of the Year’ and in 2022 was awarded ‘CEO of the Year’ at the Deloitte Top 200 Business Awards. In 2024 Jolie was recognised in the King’s Birthday Honours as a Member of the New Zealand Order of Merit for services to business, governance, and women.

Hon Dr Megan Woods (Labour Spokesperson for Climate Change, Energy, Resources, Associate Spokesperson for Finance)

Hon Dr Megan Woods

Labour Spokesperson for Climate Change, Energy, Resources, Associate Spokesperson for Finance

Hon Megan Woods is a Christchurch local, and has been the Member of Parliament for Wigram since 2011. Megan has served as the Minister of Housing, Minister for Infrastructure, Minister of Energy and Resources, Minister for Building and Construction, as well as the Associate Minister of Finance.

Since being sworn in as a Minister of the Crown following the 2017 election, Megan has also held the ministerial portfolios for Greater Christchurch Regeneration, and Research, Science and Innovation.

Prior to becoming a Member of Parliament, Megan worked as a Business Manager at Plant & Food Research. She holds a PhD in New Zealand history from the University of Canterbury.

Te Pūoho Katene (Chief Executive at Tapuwae Roa)

Te Pūoho Katene

Chief Executive at Tapuwae Roa

Te Pūoho traces his heritage to the Ngāti Toa, Ngāti Whātua, Ngāti Tama tribes. A graduate of Stanford Business School and Fulbright Scholar, he is steadfast in his pursuit of holistic prosperity for Māori.

His comprehensive background includes marine science, commercial and investment strategy, governance, relationship management across iwi and government, impact investment and social enterprise. His role as an Obama Foundation Leader: Asia-Pacific has given him a global outlook on leveraging global best practice within an indigenous, values-based lens.

As Kaihautū (Chief Executive) of Tapuwae Roa, Te Pūoho pursues targeted social change within a tikanga-based impact framework. The Trust’s philanthropic and investment activity targets outcomes in three priority areas: education & training, traditional and scientific knowledge systems, and leadership development.

An established governor, Te Pūoho serves Ngāti Toa as a Board Trustee and on the Audit, Risk and Investment Committee. He is an Independent Director for Armillary Private Capital and is the Chair of the Ākina Foundation.

Julie Moret (Global Head of Sustainable Investing Integration at Northern Trust Asset Management)

Julie Moret

Global Head of Sustainable Investing Integration at Northern Trust Asset Management

Julie Moret, global head of sustainable investing integration for Northern Trust Asset Management (NTAM), guides the creation of long-term investment value for clients through environmental, social and governance (ESG) risk management, effective engagement, and proxy voting. She oversees sustainable investing and global engagement policies, fosters research and product development agendas, and advances portfolio integration across asset classes.

Julie leads a team of global ESG specialists skilled at applying NTAM’s expertise and insights — gained over three decades constructing sustainable investment solutions for many of the world’s most sophisticated and progressive investors — to help deliver highly efficient sustainable solutions. In addition, she oversees the stewardship team as they identify long-term risks that may pose challenges to shareholder value.

Paul Chandler (Director of Stewardship at PRI)

Paul Chandler

Director of Stewardship at PRI

Paul Chandler leads the PRI’s collaborative stewardship initiatives team and programme, including PRI’s work within Climate Action 100+, as well as Advance, PRI’s human rights and social issues engagement, Spring, PRI’s nature engagement, and PRI’s sovereign engagement on climate. He works closely with PRI signatories to support their collaborative engagements with companies and governments across global markets.

Paul has more than 11 years’ experience in stewardship and responsible investment, having been at the PRI since 2014. Before joining the PRI, Paul 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 from the University of Technology, Sydney (UTS).

Liam Mason (Executive Director, Evaluation & Oversight and General Counsel of FMA)

Liam Mason

Executive Director, Evaluation & Oversight and General Counsel of FMA

Liam is responsible for a broad range of audit, risk, legal and governance matters along with evaluating the effectiveness of regulatory interventions and activity. He remains the FMA General Counsel. Liam has been with the FMA since its inception. He has extensive experience in securities law and corporate governance matters, advising on securities and financial services law and policy, Crown entity governance and legal compliance. Liam has previously led frontline teams overseeing the FMA’s compliance frameworks, licensing, knowledge management and intelligence, and fintech functions.

Estelle Parker (Co-CEO of RIAA)

Estelle Parker

Co-CEO of RIAA

Estelle Parker leads RIAA’s research, certification, policy, standards and working group programs. She brings 20 years’ experience leading strategic initiatives as a diplomat, policy analyst, stakeholder manager and strategic planner with the Department of Foreign Affairs and Trade (DFAT). Estelle 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.

Alec Tang (Partner - Sustainable Value at KPMG New Zealand)

Alec Tang

Partner - Sustainable Value at KPMG New Zealand

As a Chartered Environmentalist and Fellow of the Institute of Environmental Management and Assessment, Alec has focused his career on addressing the breadth of sustainability challenges and opportunities that are increasingly shaping our communities, society and economy. This has included a range of leaderships positions in academia, business and the public sector, alongside an active involvement in professional institutions, industry associations and networking groups. Well-practised in the identification of strategic and operational risks as well as the development and delivery of solutions to meet these challenges, Alec has built and led numerous diverse, multi-disciplinary teams through a focus on common values, aligned purpose and trust. His work has ranged from the development of high-level regional strategies on climate change, liveability and wellbeing, incorporating broad stakeholder and community engagement, through to the design of specific delivery programmes and the create of impact measures to gauge their success. Alec’s diverse background means that he can couple an in-depth knowledge of organisational and sustainability risks with an understanding of the operational contexts and behaviours that are present within complex organisations.

Kate Turner (Global Head of Responsible Investment at First Sentier Investors and Chair of Investors Against Slavery and Trafficking APAC)

Kate Turner

Global Head of Responsible Investment at First Sentier Investors and Chair of Investors Against Slavery and Trafficking APAC

Kate Turner 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, member of the Net Zero Asset Managers Initiative Advisory Group and member of the RIAA Board.

Grant Webster (Chief Executive Officer at Tourism Holdings Limited)

Grant Webster

Chief Executive Officer at Tourism Holdings Limited

Grant was appointed Managing Director in December 2022 and was originally appointed as Chief Executive Officer in December 2008. Grant has served on various industry and Government bodies including nine years on the Tourism Industry Aotearoa Board including periods as Chair and Deputy Chair. Grant was also a co-Chair for the New Zealand Government’s Tourism Futures Taskforce in 2020. Grant was awarded the CEO of the Year award at the New Zealand Deloitte Top 200 awards in 2023.

Grant’s background includes senior executive roles across the tourism, hospitality, gaming and retail industries, where he held Director and general management roles within the retail sector before moving into tourism. Grant holds a Bachelor of Commerce degree from Victoria University and has completed executive studies at the Insead Advanced Management Programme in Fontainebleau and Monash University, Melbourne Australia. Outside of thl, Grant is on the Board of Les Mills Holdings NZ.

Simon Mackenzie (Group Chief Executive at Vector)

Simon Mackenzie

Group Chief Executive at Vector

Simon Mackenzie is passionate about the power of technology to transform the energy industry and consumers’ lives. As Group Chief Executive, he has expanded and driven Vector’s portfolio of businesses to embrace innovative technologies and strategies to deliver efficient, sustainable energy solutions to consumers. Simon was appointed Vector’s Group Chief Executive in 2008.

June McCabe (Executive Director of Sustainable Prosperity)

June McCabe

Executive Director of Sustainable Prosperity

June, who is a chartered member of the Institute of Directors and who holds an MBA, has more than 25 years’ experience in governance roles across the public, private and not-for-profit sectors. After an extensive career in banking and finance, following many years in the public service, June has held a wide range of governance roles. Current directorships include Devon Funds Management and Chairman of TAHITO. She is also the Chairman of the asset holding company of one of her iwi who operate a 4 pou investment model. Previous relevant roles include founding director of the New Zealand Venture Investment Fund and senior executive roles in sustainability.

June has iwi affiliations with Ngāpuhi, Te Rarawa, Te Aupōuri, Ngāti Kahu and Ngâti Kaharau.

Jo Kelly (Chief Executive at Toitū Tahua: Centre for Sustainable Finance)

Jo Kelly

Chief Executive at Toitū Tahua: Centre for Sustainable Finance

Jo has delivered cross-continent sustainability initiatives between some of the world’s best known business leaders. Alongside her role as Chief Executive of Toitū Tahua, Jo is on the B Lab Australia New Zealand Board and the National Advisory Board for Impact Investing.

In 2011 Jo managed establishment of The B Team, co-founded by Sir Richard Branson and Jochen Zeitz, which led the first calls from business for Net Zero by 2050 and an ambitious Paris Agreement. On returning home to Aotearoa NZ Jo spent four years with Deloitte New Zealand.

Guy Williams (Co-Chair of RIAA's Nature Working Group, Member of the Taskforce on Nature-related Financial Disclosures and Executive Director at Pollination Group)

Guy Williams

Co-Chair of RIAA's Nature Working Group, Member of the Taskforce on Nature-related Financial Disclosures and Executive Director at Pollination Group

Guy Williams joins Pollination as an Executive Director in our advisory team. Guy brings over 20 years’ experience at the leading edge of industry innovation and strategy in biodiversity and natural capital. Prior to joining Pollination, Guy held global roles at some of the largest consulting and advisory firms, as well as being an integral part in the development of many nature-related frameworks and standards such as the TNFD and SBTN. Guy possesses a deep interest in primate conservation, and the use of digital media and community-led storytelling to support effective conservation strategies.

Guy is Co-Chair of RIAA's Nature Working Group.

Rebekah Swan (RI Specialist at Fisher Funds Management Limited)

Rebekah Swan

RI Specialist at Fisher Funds Management Limited

Rebekah Swan is a highly experienced senior financial markets and funds management leader with a passion for making a real impact. With over 25 years of experience in investment markets and over 10 years’ experience in the Responsible Investment sector both domestically and in Australia, Rebekah is a leader in the industry. Her expertise in investment markets, combined with strong leadership skills and a customer focus, have helped develop teams and lead businesses through change and deliver results. As a skilled governance professional, Rebekah has been instrumental in promoting ethical investment practices, polices and has contributed to industry engagements.

At Fisher Funds Rebekah is the Responsible Investment Advisor, for the business and investment team. Responsibilities include reviewing and implementing the RI policies and processes, working with the investment team and leading Fisher Funds’ response to recently enacted climate-related disclosures in New Zealand.

Rebekah is a highly experience financial markets and funds management leader with her most recent senior leadership roles at Macquarie Asset Management (Head of New Zealand Public Investments) and AMP Capital (Managing Director).

Dr Daniel Hikuroa (Associate Professor at University of Auckland)

Dr Daniel Hikuroa

Associate Professor at University of Auckland

Dan Hikuroa (Ngāti Maniapoto, Waikato-Tainui, Ngaati Whanaunga, Pākehā) is a father, surfer, paddle-boarder, gardener, loves the taiao and is an Associate Professor in Māori Studies, Waipapa Taumata Rau-University of Auckland. Dan is an established world expert on weaving indigenous knowledge and science to realise the dreams of the communities he works with. Dan has been spearheading alternative ways of assessing sustainability, including braiding indigenous knowledge and epistemologies into policies, assessment frameworks and decision-support tools. Dan is UNESCO New Zealand Commissioner for Culture, member of Pou Herenga, Māori Advisory to the Climate Change Commission, has key roles within New Zealand’s Centres of Research Excellence and advises national and regional government, communities and philanthropic trusts.

Helen Skinner (Head of Responsible Investment | Investment Management at ANZ New Zealand Investment Limited)

Helen Skinner

Head of Responsible Investment | Investment Management at ANZ New Zealand Investment Limited

Helen leads Responsible Investment across ANZ Investments ~$32bn of assets under management*. She has over 25 years of experience in the investments industry, holding various senior roles in both the United Kingdom and New Zealand.

She’s passionate about sustainability and responsible investment with over 15 years’ experience in this field. She sits on the RIAA Nature Working Group and the RIAA First Nations Peoples’ Rights Working Group. She joined ANZ in 2022 after almost five years at Craigs Investment Partners where most recently she was Head of Emerging Wealth.

Helen is a member of the New Zealand Institute of Directors and a certified member of INFINZ. Helen was elected to the RIAA board in December 2023.

*as at 30 June 2024

Alastair Rhodes (CEO of BayTrust)

Alastair Rhodes

CEO of BayTrust

Alastair was appointed CEO of BayTrust in 2015 and since his appointment has driven BayTrust to be one of the leaders in impact and sustainable investments in NZ. He has a passion for impact investing, both from its ability to help drive a more inclusive and sustainable society and also how impact investments can compliment and further diversify an investment portfolio. With a commitment by BayTrust to have its $250m investment portfolio carbon neutral by 2030, Alastair is also leading the way in terms of building climate friendly investment portfolios. Alastair is also Chair of the Aotearoa Impact Investment Network, the Chair of the BOP Housing Equity Fund and sits on the Board of Emerge Aotearoa Housing Trust.

Katie Beith (Head of ESG at Forsyth Barr Investment Management)

Katie Beith

Head of ESG at Forsyth Barr Investment Management

Katie has been in the Responsible Investment industry for almost 20 years, with the first part of her career spent overseas, predominantly in the UK. On returning to New Zealand in 2015, she joined New Zealand Super Fund as a Senior Investment Strategist for Responsible Investment. In November 2021, Katie joined Forsyth Barr as the Head of ESG where she is responsible for incorporating ESG (environment, social and governance) principles into Forsyth Barr’s firm-wide operations and investment process, including assisting advisers with specific client needs. Katie currently serves on the External Reporting Board’s Stakeholder Advisory Panel (XRAP), is Deputy Chair of the NZ National Advisory Board for Impact Investing and is also on the Investment Committee for NZ impact investor, Purpose Capital.

Dean Hegarty (Co-CEO of RIAA)

Dean Hegarty

Co-CEO of RIAA

Dean collaborates closely with global and local asset managers, super funds, Kiwisaver providers, financial advisors, and wealth platforms to align capital with sustainable outcomes. His strategic leadership has played a pivotal role in elevating RIAA’s presence in both Australia and Aotearoa New Zealand. With over a decade of experience leading teams in the not-for-profit sector, Dean also serves as a member of the National Advisory Board on Impact Investing in New Zealand and sits on the GovCo of the New Zealand Stewardship Code.

Rachel Tinkler (Co-Chair of RIAA's Aotearoa Collaborative Working Group and Head of Responsible Investment at Mint Asset Management)

Rachel Tinkler

Co-Chair of RIAA's Aotearoa Collaborative Working Group and Head of Responsible Investment at Mint Asset Management

Rachel is the Co-Chair of RIAA's Aotearoa Collaborative Working Group and Head of Responsible Investment at Mint Asset Management where she supervises the continued implementation of responsible investment practices in Mint’s investment process. She is responsible for driving engagement with companies and policymakers on environmental, social and governance issues plus relevant thematic issues. Previously, she was the Sustainable Investment Analyst at Milford Asset Management where she implemented and maintained their sustainable investing framework. Rachel holds a double degree in Bachelor of Laws & Bachelor of Business from AUT University, and is an Enrolled Barrister & Solicitor of the High Court of New Zealand.

Shane Solly (Director - Portfolio Manager of Harbour Asset Managemement)

Shane Solly

Director - Portfolio Manager of Harbour Asset Managemement

Shane is portfolio manager for the Harbour Equity Focus Fund and the Harbour Real Estate Fund and supports the management of Harbour’s other equity mandates. He is responsible for equity research and ratings on the aged care and retirement, airline and leisure, infrastructure and real estate sectors across the New Zealand and Australian equity markets. Shane has more than 30 years of managing portfolios for investors at ANZ, Citibank, Goldman Sachs, ING and Mint, and has previously managed funds that have won numerous industry awards. Shane is a CFA® charterholder and holds a Bachelor of Business in Finance from Massey University, where he graduated as a Dean’s list scholar. He is a member of the board of the CFA Society in New Zealand.

Carey Church (Financial Planner at Moneyworks NZ Ltd)

Carey Church

Financial Planner at Moneyworks NZ Ltd

Carey is a RIAA Certified Ethical Adviser, and holds the UNPRI Applied Responsible Investing Certificate. Carey has led the transition of Moneyworks to being Ethical Investment Advisers, developing the unique and proprietary Ethical Investment Analysis process and undertaking extensive analysis and research on the recommended fund managers.

Carey Church and Moneyworks were co-winners of the 2023 Best Ethical Financial Adviser award, having previously sponsored the awards in 2021 and 2022. Carey has also been a judge of the Awards in 2022 and 2023.

Carey has worked with her financial planning and investment advice clients since 1997, prior to that she worked with a range of investment and insurance companies in Australia and New Zealand.

Carey holds a LLB (Hons-1st), BXc, GradDipFin(Finsia), Dipl Bus (Personal Financial Planning), UNPRI Applied Responsible Investing Certificate and is a CFP and CLU.

Greg Liddell (Director Responsible Investments of BetaShares Holdings Pty Limited)

Greg Liddell

Director Responsible Investments of BetaShares Holdings Pty Limited

Prior to joining Betashares, Greg was the Executive Manager Investment Sustainability at Suncorp where he drafted the first Responsible Investment Policy for the Suncorp Group and was responsible for implementation all aspects of responsible investment. Greg was a member of Suncorp’s Climate Change Action Plan Working Group and was involved in setting Suncorp’s strategy for the management of climate change risk.

Prior to Suncorp, Greg was the Director of Consulting & Advisory Services at Russell Investments and the Director of Implemented Equities at QIC. Greg spent 10 years at Mercer Investment Consulting as a consultant and was Head of Manager Research for Australian & New Zealand.

Greg is a past Director of the Investment Management Consultants Institute (IMCA - now the Investment & Wealth Institute) and member of the Management Committee of the Investor Group on Climate Change (IGCC) for five years.

Pablo Berrutti (Senior Director, Portfolio Specialist of Stewart Investors)

Pablo Berrutti

Senior Director, Portfolio Specialist of Stewart Investors

Pablo is a Senior Director, Portfolio 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.

Chris Douglas (Principal and Co-Owner at My Fiduciary)

Chris Douglas

Principal and Co-Owner at My Fiduciary

Chris is a Principal at MyFiduciary, one of New Zealand’s largest independent investment consultants, where he leads the fund manager research and adviser services. Chris has over two decades of investment experience working in Auckland, London, Sydney and Chicago. This has included working within financial advice, funds management, as well as research and investment consulting. Prior to joining MyFiduciary in 2018, he spent 12-years at Morningstar where he held leadership roles within the firm’s manager research and data group.

Mark Holtom (Director/Financial Planner of Ethical Investing NZ)

Mark Holtom

Director/Financial Planner of Ethical Investing NZ

Mark has over 29 years’ experience in the Financial Services sector both in the United Kingdom and New Zealand, having worked in senior roles within large corporate institutions, as well as small boutique advisory businesses. He holds Authorised Financial Adviser (AFA) status as well as Advanced Financial Planning Certification from the United Kingdom. Mark is also a Responsible Investment Association Australasia (RIAA) Certified Financial Adviser.

In 2004, Mark and his wife decided to up sticks and leave the United Kingdom with a dream of building a new life in New Zealand. He enjoyed working and gaining extensive experience while achieving many successes with several large New Zealand financial corporates, including winning awards. However, he discovered there was a motivation to revisit his earlier career of working with a smaller boutique advisory firm, which resulted in an opportunity to join the C2C Partners team.

Alexandra Brown (Founder and CEO of Ethical Invest Group)

Alexandra Brown

Founder and CEO of Ethical Invest Group

Alexandra Brown is the Founder and CEO of Ethical Invest Group and delivers sustainable investing education to investors, advisers, and finance professionals, helping them get confident with aligning money to values and magnifying their impact towards a sustainable future.

Alexandra is Co-founder of Altiorem, a community-built and AI-powered sustainable finance library, and an active member of the Ethical Advisers’ Co-op, a group of leading advisers and professionals who specialise in ethical and sustainable investment.

On a mission to accelerate sustainable investing from niche to norm, Alexandra facilitates the online course, Sustainable Investment Advice, giving financial advisers the knowledge and tools to incorporate a client’s environmental, social, and ethical preferences. She is currently launching a new short course for investors, Sustainable Investing Plan, educating individuals on how to invest more sustainably and in line with their values.

Alexandra’s goal is to rapidly and effectively enhance the skills of advisers and individuals, driving forward the Sustainable Development Goals through informed, values-aligned investing.

Leighton Evans (Chief Executive at Rātā Foundation)

Leighton Evans

Chief Executive at Rātā Foundation

Leighton Evans is the Chief Executive of the Rātā Foundation, the South Island's most significant community investment fund. He leads a team of 20 staff who manage a $670 million endowment and annually invest over $25 million into the community to support a wide range of initiatives across Canterbury, Nelson, Marlborough, and the Chatham Islands.

Leighton is passionate about creating opportunities for people and places to thrive, and he has forged strong relationships with partners across the region and beyond. Leighton values engagement and relationship building as essential elements of any organisation, as well as creating community and financial investment partnerships that result in inter-generational social change.

Leighton joined Rātā in 2017 and has transformed the way Rātā works with communities and stakeholders to achieve lasting impact. He has successfully implemented its strategic vision of creating positive change through collaborative partnerships and innovative approaches. Before coming to Rātā, Leighton headed the Eastland Community Trust in his hometown of Gisborne. He brings a wealth of knowledge and expertise from his previous executive and governance roles in various sectors and organisations, where he has shown his ability to adapt to change and drive innovation.

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

Ross Piper

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

Ross 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).

Shalini Samuel (Head of Certification at RIAA)

Shalini Samuel

Head of Certification at RIAA

With a combined 10 years of experience in ESG investment and certification of financial services entities, Shalini is accountable for the management and delivery of RIAA's Certification Program, Sustainability Ratings and associated projects.

Prior to joining RIAA, Shalini held various roles with organisations including B Lab Australia and Aotearoa New Zealand, Minderoo Foundation – Walk Free, the Australian Council of Superannuation Investors and the UN-backed Principles for Responsible Investment. Her experience also extends to policy guidance for corporate reporting, as she represented institutional investor interests on the Commonwealth Attorney-General’s Department Working Group on Human Trafficking and Slavery in Supply Chains.

Peter Lee (Principal at Ethical Investing NZ Ltd)

Peter Lee

Principal at Ethical Investing NZ Ltd

Ethical Investing NZ works with passionate, values-focused people and organisations, helping them to make smart decisions about their money. We provide strategic and integrated solutions in responsible and ethical investment, financial planning, insurance and employee benefits.

Founder and principal Peter Lee has over 30 years experience in financial services including as CEO of the Institute of Financial Advisers. He has developed and launched two responsible investment funds, including an ethical KiwiSaver fund, was a founder director of the Sustainable Business Network, and has been a board member of several nonprofits.

Hamish McNicol (Co-editor at NBR)

Hamish McNicol

Co-editor at NBR

Hamish McNicol is the co-editor of the National Business Review. He re-joined the publication in mid-2020 after three years in the UK, and covers professional services, listed companies, managed funds and court.

Greg Munford (Senior Investment Strategist - Sustainable Investment at NZ Super Fund)

Greg Munford

Senior Investment Strategist - Sustainable Investment at NZ Super Fund

Greg Munford is a Senior Investment Strategist with the Sustainable Investment team at the Guardians. With over 15 years in the climate, energy, agriculture, forestry, water and transport sectors spanning New Zealand, Asia, Pacific, Europe and the Americas, Greg has led dozens of successful environment, social and governance (ESG) initiatives with national and international partners, across investment, business, government and multilateral institutions. Greg brings this experience and cross-disciplinary training in physical and social/policy sciences to bear in addressing the NZ Super Fund's risks, opportunities and reporting requirements across the climate, nature and broader ESG spectrum.

Jackson Rowland (Director of Aotearoa New Zealand Stewardship Code)

Jackson Rowland

Director of Aotearoa New Zealand Stewardship Code

Jackson Rowland is dedicated to accelerating the transition to sustainable finance. He is currently the Director of the Aotearoa New Zealand Stewardship Code, and the Program Manager of the Australian Sustainable Finance Institutes capability work, aiming to increase the sustainable finance capabilities of finance professionals.

Jackson was formerly Director of Ākina Invest at the Ākina Foundation, a development consultancy that aims to transform New Zealand’s economy by supporting the development of social impact businesses. In his five years as Director, Jackson launched New Zealand’s first impact investing fund, quintupled the reach of the organization’s investment readiness program and developed advisory partnerships with government agencies and investors to encourage impact investing.

He is passionate about the role of business in shaping our world, and the role investors play in influencing that while protecting value. Jackson is experienced in supporting investors to understand and adopt stewardship, ESG and impact practices, and has advised government leaders and corporations to support this work.

Previously, Jackson completed graduate study as an Obama Scholar at Columbia University in the City of New York, studying sustainable finance. He has also worked with several startups and as a lawyer in one of New Zealand’s leading law firms. He currently serves as a Board Trustee for Make a Wish New Zealand and was previously the Oceania lead for the World Economic Forum’s Global Shapers Community. He holds bachelor’s degrees in law and science from the University of Canterbury in New Zealand and was a member of the 2019 class of the Obama Foundation Leaders program in Asia-Pacific.

Joshua Edmunds (Manager of Member Services at RIAA)

Joshua Edmunds

Manager of Member Services at RIAA

As RIAA’s Manager of Member Services, Josh oversees the membership of the Association and actively engages with members from institutional investors to financial advisers to understand and deepen their involvement with RIAA and the industry more broadly.

Based in Sydney and having been with RIAA for 12 years, Josh is often the primary contact for members and non-members and provides support on many areas of RIAA’s work. With a passion for financial advice, Josh works closely with RIAA’s financial adviser members and manages the RI Certification Program for advisers and wealth management groups.
 
Prior to working at RIAA, Josh was involved in the fitness industry managing large centre membership operations, customer service and events. For a number of years he was involved in social programmes supporting First Nation’s youth.

Josh holds a Bachelor of Commerce, Law and a Diploma in Financial Planning and is currently undertaking a Graduate Diploma in Financial Planning.

Anson Chan (Senior Responsible Investment Analyst at RIAA)

Anson Chan

Senior Responsible Investment Analyst at RIAA

Anson leads the implementation of the Responsible Investment Standard and Guidance Notes through assessments of financial products. In addition to conducting assessments, Anson contributes to ensuring that Guidance Notes stay refined, up-to-date and fit for purpose through his engagement with RIAA members. Currently, he manages product claims checks within the Certification Program and is responsible for analyst mentorship and management of the Certification Administration Officer.

Anson holds a Master of Arts (major in mathematics), Certificate in ESG Investing (CFA UK) and is a Charted Financial Analyst (CFA). Prior to joining RIAA he was an experienced equity research analyst focusing on emerging markets, and has published equity research as well as ESG thematic reports.

Frances Sweetman (Head of Sustainability at Milford Asset Management)

Frances Sweetman

Head of Sustainability at Milford Asset Management

Frances is Milford’s Head of Sustainable Investment and a Portfolio Manager of New Zealand equities. Frances joined Milford in early 2017 as a Senior Analyst focused on New Zealand equities. Prior to joining Milford, Frances was a Senior Research Analyst at Craigs Investment Partners, responsible for the New Zealand and Australian equity exposures of the Private Wealth division. Frances has previously worked as an Analyst at Brook Asset Management focused on the property, finance and telecommunications sectors and as an Analyst at Macquarie Bank in Sydney in the institutional equities research team. She holds an MSc in Estate Management from South Bank University, a BA(Hons) in Economics and Business Management from Newcastle University and is a member of the Royal Institute of Chartered Surveyors.

Jorge Waayman (Manager, ESG Research at Harbour Asset Management)

Jorge Waayman

Manager, ESG Research at Harbour Asset Management

As the Manager, ESG Research at Harbour, Jorge is primarily responsible for Harbour’s ESG (Environmental, Social, Governance) programme including research and implementation. Harbour’s primary ESG tool, the annual Corporate Behaviour Survey, is overseen by Jorge in conjunction with Kevin Bennett. Jorge holds a first class BCom (Hons) degree in Finance from Victoria University Wellington.

Shayne Walker (Committee Member of Aotearoa New Zealand Stewardship Code and Managing Partner at Māori Growth Partners)

Shayne Walker

Committee Member of Aotearoa New Zealand Stewardship Code and Managing Partner at Māori Growth Partners