Registration will close October 30, 2018 at
Registration
Acknowledgement to Country
Welcome by CEO
Simon O'Connor
  • Simon O

    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 is the CEO of RIAA - an organisation with 200+ investor members who jointly manage over $9 trillion - where he has worked for the past 5 years to elevate sustainability issues as core investment risks and opportunities, and shift capital to support a more sustainable, equitable and prosperous world.
    Simon is involved in a number of external committees and advisory groups including the Global Sustainable Investment Alliance, the New Zealand National Advisory Board on Impact Investing and the UN backed Principles for Responsible Investment (PRI) Australia Network Advisory Committee.

    More information about speaker
Opening Keynote Address
Saker Nussibeh

REDISCOVERING PURPOSE IN FINANCE

  • Saker Nussibeh (Chief Executive Officer at Hermes)

    Saker Nussibeh

    Chief Executive Officer at Hermes
Morning Tea
REDEFINING PREFORMANCE FOR THE FINANCE SECTOR
Richard BrandweinerKylie CharltonNick Edgerton

From the Productivity Commission to the Royal Commission, this year has been focused strongly on delivering outcomes for members and clients. Responsible investing is increasingly looking beyond quarterly financial returns to both financial outcomes and delivering a stronger economy, society and environment for our clients. So what measures of performance should we celebrate to mark a job well done? What appropriate markers and incentives should we deploy to drive this newly defined performance?

  • Richard Brandweiner (Chief Executive Officer at Pendal)

    Richard Brandweiner

    Chief Executive Officer at Pendal
  • Kylie Charlton (Chief Investment Officer at Australian Impact Investments)

    Kylie Charlton

    Chief Investment Officer at Australian Impact Investments
  • Nick Edgerton (Lead Manager of the Worldwide Sustainability strategy at Stewart Investors)

    Nick Edgerton

    Lead Manager of the Worldwide Sustainability strategy at Stewart Investors
ETHICS & TRUST IN FINANCE – RE BUILDING TRUST IN FINANCE THROUGH RESPONSIBLE INVESTMENT
Clare Payne
  • Clare Payne (Chief of Global Strategy at Tobacco Free Portfolios)

    Clare Payne

    Chief of Global Strategy at Tobacco Free Portfolios

    Clare Payne is a leading voice on ethics in society. She tracks trends and writes about their implications in her monthly ‘Ethical Len’s column in The Australian Financial Review BOSS Magazine and is the co-author of ‘A Matter of Trust – The Practice of Ethics in Finance’ (Melbourne University Publishing, 2018). Clare is a former employment lawyer and managed the Integrity office of Macquarie Bank. Prior to the global financial crisis, Clare’s paper titled, ‘Ethics or Bust’ was awarded the inaugural Ethics & Trust in Finance Prize by the Observatoire de la Finance, Geneva. Clare was recognised as a World Economic Forum Young Global Leader in 2014 and as an Australian ‘100 Women of Influence’ in 2016.

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LUNCH
ESG TRENDS TO WATCH
Phineas GloverSameer Chopra

Leading analysts provide the insights into the next big issues for Australian investors - Presented by ESG Research Australia

  • Phineas Glover (Head of Environmental, Social and Governance (ESG) research in Australia at Credit Suisse Management (Australia) Pty Ltd)

    Phineas Glover

    Head of Environmental, Social and Governance (ESG) research in Australia at Credit Suisse Management (Australia) Pty Ltd
  • Sameer Chopra (Managing Director & Head of Australia Research at Bank of America Merrill Lynch)

    Sameer Chopra

    Managing Director & Head of Australia Research at Bank of America Merrill Lynch
HAVING AN IMPACT WITH CORPORATE ENGAGEMENT
Liza McDonaldDaniel Smith

Corporate engagements are an ever greater part of responsible investment – how do we measure progress? What is working? A look at leading approaches and insights from investors and companies. In conjunction with RIAA’s Corporate Engagement Working Group

  • Liza McDonald (Head of Responsible Investment at First State Super)

    Liza McDonald

    Head of Responsible Investment at First State Super
  • Daniel Smith (General Manager at CGI Glass Lewis)

    Daniel Smith

    General Manager at CGI Glass Lewis
Afternoon Tea
CUTTING THROUGH THE NOISE
Sue Cato

Affecting change in corporate Australia today, and what finance really needs to consider to restore the faith of Australians

  • Sue Cato (Partner at Cato and Clegg)

    Sue Cato

    Partner at Cato and Clegg
FUTURE OF WORKDECENT WORK FOR EVERYONE

With strong steps forward in 2018 to eradicating modern slavery at the same time as automation, robotics, and artificial intelligence start to shape how, where and the skills we need for work – how do investors prioritise their thinking around these complex issues? Humans first; Economy first? Or is this the same thing?

FINAL SESSION
Nick Edgerton
  • Nick Edgerton (Lead Manager of the Worldwide Sustainability strategy at Stewart Investors)

    Nick Edgerton

    Lead Manager of the Worldwide Sustainability strategy at Stewart Investors

    Nick is Lead Manager of the Worldwide Sustainability strategy at Stewart Investors, an unconstrained global equity fund, and an investment analyst across the full range of Stewart Investors funds. Nick joined in 2012 from CFSGAM where he was based for two years. Prior to this he worked for 5 years at AMP Capital Investors on the Australian Sustainable Share Fund. He also has experience at the Institute for Sustainable Futures, the Australian Government Environment Dept, and the Scottish Agricultural College.

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WRAP UP OF DAY 1
ARRIVAL (registration open)
Opening of Day 2
Simon O'Connor
  • Simon O

    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 is the CEO of RIAA - an organisation with 200+ investor members who jointly manage over $9 trillion - where he has worked for the past 5 years to elevate sustainability issues as core investment risks and opportunities, and shift capital to support a more sustainable, equitable and prosperous world.
    Simon is involved in a number of external committees and advisory groups including the Global Sustainable Investment Alliance, the New Zealand National Advisory Board on Impact Investing and the UN backed Principles for Responsible Investment (PRI) Australia Network Advisory Committee.

    More information about speaker
OPENING KEYNOTE
Piet Klop
  • Piet Klop (Senior Advisor Responsible Investment at PGGM Investments)

    Piet Klop

    Senior Advisor Responsible Investment at PGGM Investments

    Piet Klop leads PGGM’s company and market engagement efforts around water scarcity. He is also developing PGGM’s 20 billion euro “investing in solutions” portfolio, including impact measurement.

    Before joining PGGM Investments in July 2011, Piet was at the World Resources Institute in Washington DC (where he initiated the water risk atlas ‘Aqueduct’), and held senior positions at the Netherlands Ministry of Foreign Affairs and in the private sector. As water resources expert he worked at the World Bank and United Nations.

    Piet holds master’s degrees in Water Resources Management (Wageningen University, 1989) and Applied Environmental Economics (University of London, 1999).

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A ROADMAP TO RESTORING THE SOCIAL UTILITY OF FINANCE – SUSTAINABLE FINANCE ROADMAP
Jacki JohnsonSimon O'ConnorSaker Nussibeh

A year of the Royal Commission has exposed the worst of finance, so how do we move forward to rebuild trust in finance and demonstrate capital’s utility to society?

See, hear and kick the tyres of the Sustainable Finance Roadmap for investment, banking and finance to support the solutions for our greatest national and global challenges.

  • Jacki Johnson (Group Executive, People, Performance & Reputation Of IAG at IAG)

    Jacki Johnson

    Group Executive, People, Performance & Reputation Of IAG at IAG
  • Simon O

    Simon O'Connor

    CEO of Responsible Investment Association Australasia
  • Saker Nussibeh (Chief Executive Officer at Hermes)

    Saker Nussibeh

    Chief Executive Officer at Hermes
Morning Tea
SDG 13 CLIMATE ACTION
TAKING ON THE SCIENCE IN YOUR PORTFOLIO – THE LEADING APPROACHES TO CLIMATE INFORMED PORTFOLIOS
Lunch
INEQUALITY
Melinda CilentoHelga Birgden

Inequality continues to emerge as a critical social and economic issue, but what role do responsible investors have to right this disequilibrium, if any?

  • Melinda Cilento (CEO of CEDA)

    Melinda Cilento

    CEO of CEDA
  • Helga Birgden (Partner, Global Business Leader, Responsible Investment at Mercer Australia)

    Helga Birgden

    Partner, Global Business Leader, Responsible Investment at Mercer Australia
ACHIEVING IMPACT AT SCALE – IS THERE A TRADE OFF?
Sam RichardsJosephine Toral
  • Sam Richards (Brightlight)

    Sam Richards

    Brightlight

    Prior to joining Brightlight, Samuel was the Chief Operating Officer (COO) of Goldman Sachs Asset Management (GSAM) in Australia and New Zealand, where he had been for nearly 15 years. In his role as COO he was focused on strategy development/implementation within the distribution, investment and support functions of the GSAM Australia business. Samuel has 8 years’ experience supporting a range of not-for-profit projects in the Asia-Pacific region and holds a number of Chair and board positions within these organisations. Samuel is a member of the UNCDF SHIFT Investment Committee and the RIAA Impact Investment Forum among other areas of involvement.

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  • Josephine Toral (Senior Investment Analyst at HESTA)

    Josephine Toral

    Senior Investment Analyst at HESTA

    Josephine joined HESTA, the industry superannuation fund for health and community services employees, in 2014 as part of the investment management team. Josephine works across manager selection and investment due diligence of HESTA’s unlisted investments being real estate, private equity and infrastructure. Since joining HESTA, Josephine has championed impact investment by developing HESTA’s impact investment strategy. For her work in impact investment and environmental, social and governance (ESG) risk integration across unlisted assets, she was award the 2016 Michael O-Sullivan ESG Rising Star Award. Prior to joining HESTA, Josephine worked at The Esmee Fairbairn Foundation, one of the UK’s largest independent grant-making foundations and impact investors, and prior was an investment advisor at Perpetual. Josephine has a Masters of Applied Finance and earned a Bachelor of Commerce and a Bachelor of Science from The University of Melbourne.

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Afternoon Tea
THE GREAT DEBATE
David GaitMelinda CilentoSaker NussibehRichard BrandweinerSimon O'Connor

Do the capital markets need reinventing?

  • David Gait (Stewartinvestors)

    David Gait

    Stewartinvestors
  • Melinda Cilento (CEO of CEDA)

    Melinda Cilento

    CEO of CEDA
  • Saker Nussibeh (Chief Executive Officer at Hermes)

    Saker Nussibeh

    Chief Executive Officer at Hermes
  • Richard Brandweiner (Chief Executive Officer at Pendal)

    Richard Brandweiner

    Chief Executive Officer at Pendal
  • Simon O

    Simon O'Connor

    CEO of Responsible Investment Association Australasia
WRAP UP DAY 2

The way forward for RI

Networking Event