Geraldine Barlow joined Australian Unity Investments (AUI) in 2016 as General Manager – Investments, and is responsible for leading the strategic and day to day investment activities relating to AUI’s in-house and external investors.
Geraldine has almost twenty years of global experience in the financial services industry, with the majority devoted to the funds management sector. In addition, Geraldine has held a range of Directorships on a number of company Boards over the last 10 years.
Prior to joining AUI, Geraldine worked in the US in a number of executive and senior investment positions, including the New Mexico State Investment Council where she was responsible for the management of a diverse portfolio of assets for their endowment.
Geraldine is a qualified Chartered Alternative Investment Analyst (CAIA), holding a Graduate Diploma in Applied Finance and Investments from the Financial Services Institute of Australia (FINSIA), in addition to a Bachelor of Applied Science and a Bachelor of Business (Economics) from the Queensland University of Technology. Geraldine is also a member of the Australian Institute of Company Directors.
Will joined Martin Currie Australia (formerly Legg Mason Australian Equities) in July 2013 after 16 years at Deutsche Bank in various roles including research sales, head of Australian equity sales and account management, as well as head of the Melbourne equities desk. Prior to Deutsche Bank, Will worked at ANZ (McCaughan) Securities for eight years as head of equities desk across various regions, including London and New York. Before that, he was with National Mutual Funds Management as an investment analyst for two years. Will has a bachelor of economics and commerce from the University of Melbourne, and holds a diploma of financial planning. Will is a Fellow of Finsia and an Affiliate of the Australian Stock Exchange.
Seb Beloe is a Partner and Head of Research at WHEB Asset Management, one of the world’s leading sustainable investment businesses and manager of the Pengana WHEB Sustainable Impact Fund. Seb is widely recognised as an authority on sustainable investing. He has spent over twenty years working at the nexus of sustainability, business and investment including ten years at the consultancy and think-tank SustainAbility where he was a Board Director and Director of Research and Advocacy. He has spent a further ten years working in the financial sector, first at Henderson Global Investors and now at WHEB.
Seb is a senior member of WHEB’s investment team which is responsible for implementing the company’s investment strategy. He is also a seasoned public speaker having addressed audiences at the United Nations as well as a wide range of conferences on sustainable business and responsible and sustainable investment.
Seb is the lead author of WHEB’s award-winning impact reports, and has also been author or co-author of over twenty academic articles and reports on business, finance and sustainability. Seb is a member of SustainAbility’s Council, FutureFit’s Development Council and on the Investment Practices Steering Committee of the IIGCC. Seb has two degrees in Environmental Science and Environmental Technology and is a Chartered Environmentalist.
Pablo Berrutti is the Head of Responsible Investment Asia Pacific for Colonial First State Global Asset Management (‘CFSGAM’).
In his role, Pablo is responsible for supporting CFSGAM’s investment teams and working across asset classes in the Asia Pacific region. Prior to joining CFSGAM in July 2012, Pablo was the Head of Responsible Investment for Perpetual, Sydney. In this role Pablo was responsible for the design, implementation and maintenance of Perpetual’s responsible investment framework.
Pablo has over 15 years financial services experience, including 5 years in risk management roles with the Commonwealth Bank Group and Perpetual.
Pablo has been the Chairman of the Responsible Investment Association of Australasia since 2012. Pablo is a member of the management committee for the IGCC and chair’s it’s investor disclosure working group.
Pablo has a graduate certificate in sustainability from the Harvard extension school, a diploma of superannuation and a certificate 4 in financial planning.
Helga Birgden is Global Business Leader in Mercer's Responsible Investment business. Helga provides investment advice to Trustees, Directors and Investment Boards on fiduciary developments such as TCFD, environmental, social and corporate governance (ESG) issues and climate change. She helped lead both of Mercer’s global climate change studies 2011 and 2015 including the global report on Investing in a Time of Climate Change which represent portfolios investing US$3 Trillion. She provides advice on climate governance for transitioning to low carbon portfolios, portfolio modelling and scenario analysis. She has prepared research for multilateral institutions both on climate change and systemic social risks for multi-lateral institutions such as the International Finance Corporation, World Bank Group, G20 and United Nations. Helga advises superannuation and pension funds, Sovereign Wealth Funds, endowments and insurers on responsible investment on many complex assignments. She joined Mercer in 2007 and has worked in the industry for more than 20 years.
At RIAA Nicolette leads the organisation’s policy and research agendas and is a member of the PRI’s Global Policy Reference Group. She also oversees the administration of the industry’s Responsible Investment Certification Program – that now covers more than 150 responsible and ethical investment and retirement savings products as well as financial advisers and financial planning groups.
Nicolette joins RIAA after 25 years delivering engagements, collaborations and accountability solutions for and with Australian and international companies, governments, unions and NGOs. She has worked at the Australian Conservation Foundation and Investor Group on Climate Change and has held executive roles at The Climate Institute, the Clean Energy Finance Corporation, Banarra and the Sustainable Energy Development Authority.
Nicolette is lead judge for NSW’s GREEN GLOBE Awards and Banksia Foundation’s Award for Circular Economy. She is also an interim Board member on Brand Ethics, an internationally reaching research institute promoting ethical shopping choices by providing labour, environmental and animal rights ratings on over 1,000 consumer brands.
Bridget is currently Head of Market Analysis at the Climate Bonds Initiative. She has been at Climate Bonds since 2012 where she has worked on the 2012-2018 State of the Market reports as well as on green bond market analytics, green securitization, impact reporting and country analysis. She has been working in sustainable investment and green finance for 11 years in London, Cape Town and Sydney.
Richard was appointed as chief executive officer, Australia of Pendal Group (formerly BT Investment Management) in February 2018 and is a member of the Pendal Group Global Executive Committee. Richard has more than 20 years’ experience in investment management and is responsible for the Australian arm of Pendal Group, including asset management, operations, sales and marketing.
Before joining Pendal Group, Richard was Chief Investment Officer at First State Super, one of Australia’s largest pension funds and prior to that was Group Executive at Perpetual Investments, one of Australia’s oldest and most awarded fund managers.
Richard is a CFA charter holder and holds a Bachelor of Economics from the University of New South Wales. Richard previously served as president of the CFA Society and is vice chair of the Australian Advisory Board on Impact Investing.
Mary Campbell is the founder of Gold Leaf Financial Services, a Melbourne based financial planning practice providing strategic financial advice to help clients achieve their dreams and align their superannuation and investments with their personal values. With over 13 years’ industry experience, Mary has worked for leading Responsible Investment companies including Australian Ethical Investment and Superannuation, the Uniting Church Investment Fund and Ethical Investment Services. Mary holds a degree in Commerce (accounting and financial planning), she is a member of CPA Australia the FPA and she is a certified Responsible Investment Financial Adviser with RIAA.
Måns is Head of ESG (Environmental, Social and Governance) Research at Ausbil Investment Management Limited since September 2015. Prior to that, he was Senior ESG Research Analyst at AMP Capital for almost five years, following positions at Carnegie Investment Bank, Macquarie Bank and Accenture. With more than a decade of experience in the investment industry, including ten years in various responsible investment / ESG roles, Måns is well known for producing and presenting consistent, high-quality ESG research covering the Australian market and he has also published numerous, highly regarded insight papers on a wide range of ESG issues, including human rights and modern slavery. Måns is a member of the Retailer Supplier Roundtable Sustainability Council’s Forced Labour Advisory Council and the PRI Australia Network Advisory Committee. He holds an MBA International with Distinction from Griffith University and a Master of Financial Management from Gothenburg School of Business
Simon Carter is director of Morphosis, a corporate sustainability strategy practice.
Spanning almost 20 years, Simon's career with sustainability previously included leading sustainable design as an architect and heading sustainability across Asia Pacific for a global property services group.
Simon's clients include fund managers, listed and private property groups, non-property companies and government – in Australia and internationally.
In recent years, his attention has turned to the sustainability of digitalisation – which he simultaneously finds both exciting and alarming. He conceived and authored Crossing the Threshold – a primer for sustainable digitalisation in real estate and cities.
Dr Erin Castellas oversees impact management and measurement strategy and implementation across the organisation. Erin has more than 15 years’ experience working at the interface between social, environmental and economic outcomes.
She has worked as a university researcher and lecturer on sustainability measurement and social impact and built her own sustainability consulting practice where she led projects in the US, India and Australia for the world’s largest cleantech private equity investor, a cleantech advisory firm and the Asia Pacific Partnership for Clean Development and Climate.
Erin has also led projects on social enterprise and impact investing for the Victorian Government, Impact Investing Australia and the Responsible Investment Association Australasia. Earlier in her career she worked as a financial advisor at Morgan Stanley while building and leading community development and environmental advocacy non-profits in the US.
Erin has a BA in Environmental Science from the University of California at Berkeley and a PhD from Monash University which explored how organisations create multiple forms of value. She currently holds a position as adjunct fellow at the Centre for Social Impact, Swinburne University and continues to have a strong interest in how values and value intersect. Erin has five children and the world’s best dog
Sue Cato has worked on business-critical issues and corporate activity for Australian and international corporations and entities for almost three decades.
With an early career as a political staffer and having co-founded and then sold a corporate affairs company to multi-national interests, Sue established CatoCounsel in 2003 as a corporate communications company providing high-level strategic transaction support and public and corporate affairs advice.
Sue is recognised as one of Australia’s leading issues management experts, having managed some of the largest issues confronting corporate Australia.
Sue is a non-executive director of the creative precinct, Carriageworks. She is also an advisory board member of Sydney Contemporary and a member of Chief Executive Women.
Sue is a regular panellist on ABC TV’s The Drum. She is also a commentator on business issues for the national media.
Kylie 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 more than a decade. Kylie is a Venture Partner on the Giant Leap Fund, co-founder of Unitus Capital, member of the Investment Committee for the DFAT supported Investing in Women initiative of Patamar Capital, Co-Deputy Chair for RIAA’s Impact Investing Forum and member of DFAT’s Technical Advisory Group on its Emerging Market Impact Investment Fund. 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.
Melinda is the CEO of CEDA. She is also a non-executive director of Woodside Petroleum and Australian Unity and Co-Chair of Reconciliation Australia. Melinda is also a member of the Parliamentary Budget Office panel of expert advisors.
She was previously a Commissioner with the Productivity Commission and Deputy CEO and Chief Economist with the Business Council of Australia. Melinda has also previously held senior roles with the Federal Department of Treasury, Invesco and the International Monetary Fund.
Melinda’s executive and director experience covers the corporate, government and not-for-profit sectors and she has a strong track record of working collaboratively across sectors.
Melinda’s professional qualifications include a Masters of Economics (Australian National University), and Bachelor of Economics (Hons) and Bachelor of Arts (Psychology), (Flinders University, SA). She is a graduate of the AICD Company Directors Course.
Iris Davila, Director, is Head of BlackRock Investment Stewardship team in Australia. In this role, Iris is responsible for engagement and proxy voting activities in relation to Australian and New Zealand companies in which BlackRock invests on behalf of clients.
Ms. Davila has had an extensive career at Blackrock spanning across product strategy, client business & business management across multiple regions since joining the firm in 1998 as an analyst in the Global Client Group based out of New York. In 2002, she was responsible for client service and business development within Europe and in 2004 moved to Sydney, Australia, where she was responsible for the formation and building of the BlackRock Australia Franchise. Prior to her current role, she was a member of the BlackRock Client Business team developing and maintaining relationships with Australia-based clients and consultants with a particular focus on multi-manager, bank aligned relationships.
Ms. Davila earned a BA degree, cum laude, in political science from Princeton University in 1998
Andrea was appointed Executive Director in September 2017. She leads B Lab’s mission to redefine success in business across Australia and New Zealand and create an economy that is built on empathy and the wellbeing of people and the planet.
At B Lab she works to build a community of Certified B Corp businesses and partners who move beyond the mantra of shareholder primacy and measure and manage the impact of their business on all stakeholders. She helps to create tools and pathways for businesses to embed purpose alongside profit and contribute to solving social and environmental problems.
Prior to B Lab, Andrea worked at Social Ventures Australia (SVA), where she partnered with corporate Australia and non-profits to test innovative solutions to tackle long-term unemployment. Being responsible for incubating a portfolio of internal ventures, she believes in the right mix of strategy, implementation and evaluation, underpinned by the motto of, ‘hold the vision, trust the process’. Andrea was also the Employment Practice Lead responsible for developing strategies to address employment exclusion for young people, people with a disability and Aboriginal and Torres Strait Islander people.
Earlier in her career, Andrea worked at KPMG and in Victorian government where she helped to pioneer program evaluation as the basis for ‘good decision making’ that led to more effective and efficient government program delivery.
Andrea holds a First Class Honors degree in Public Policy and Management and a Bachelor of Arts from the University of Melbourne. She is also a Vincent Fairfax Fellow and Centre For Ethical Leadership Alumni.
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.
Stephen has over 30 years’ experience in funds management. He serves on the boards of QBE Insurance Group, Lombard Odier Asset Management, the Great Barrier Reef Foundation and the British Museum Investment Sub-Committee. In Australia, he is also a member of the NSW Government Expert Advisory Panel on Social Impact Bonds and, since its inception in April 2010, has been a Male Champion of Change (MCC). Stephen was an appointed member of the Board of Guardians of the Future Fund (Australia’s Sovereign Wealth Fund) and served for a period of five years until April 2016.
Previously, Stephen was Chairman of Goldman Sachs, Australia and New Zealand. He joined Goldman Sachs in 1992, as Chief Investment Officer for International Fixed Income and Currency within GSAM and has since been based in London, Tokyo, Hong Kong and Sydney and served on the firm’s Partnership Committee, European Management Committee and Asia Pacific Management Committee.
Since joining HESTA in 2004, Rob has been responsible for overseeing the smooth running of its innovative investments program and for the implementation of the HESTA corporate governance policy related to investments.
Rob is a Chartered Financial Analyst with extensive experience in financial markets and possesses strong research, analytical and process skills across many asset classes. He has previously held positions at Macquarie Bank, Suncorp Investment Management, BT Funds Management and Portfolio Partners Funds Management.
Rob and his team are committed to maximising HESTA members' investment returns while managing investment, including the risks arising from environmental, social and governance (ESG) factors.
Alison is a senior leader with deep experience in investment stewardship and ESG, and expertise in energy markets, climate change and corporate governance.
She has worked across all aspects of Regnan’s activities in her more than 12 years with the team (commenced 2006); prior roles include ESG Analyst, Engagement Program Manager, and Head of Policy and Governance.
A Chartered Accountant, Alison also holds a BA (Jurisprudence) and a Master of Environment. Her experience spans regulation, research and professional services (EY).
Guido Giese is an Executive Director in MSCI’s Applied Equity Research team, where he is responsible for applied research and thought leadership in key areas such as ESG integration, impact investing and factor investing.
Prior to joining MSCI, Guido was responsible for the sustainability index solutions business at RobecoSAM, following a period as Head of Research and Development at index provider STOXX Ltd, where he was responsible for developing new index solutions. He has more than 20 years’ experience in research and product development in the asset management industry.
Guido holds a PhD in Applied Mathematics from the Swiss Federal Institute of Technology Zurich and has authored numerous articles in international journals for quantitative finance and risk management.
Phineas joined Credit Suisse in April 2018 as Head of Environmental, Social and Governance (ESG) research in Australia. He joins from Macquarie Bank where he held the same position. His career has spanned investment research, fund management and ESG specialisms. Phineas previously co-founded the UK Investor Forum, a membership organisation now representing institutions with c. £14 trillion global AuM. The Forum combines investment and ESG disciplines into an engagement framework that focuses on long term value creation. He previously headed up collective shareholder engagement on behalf of fund managers at the ABI, worked on the buy-side as an equity analyst at The Co-operative Asset Management and had spells as a senior adviser to EY. Phineas holds a BA from Brunel University in business management and economics and an MSc from Birkbeck College, University of London in business strategy, economics and the environment.
Damon has been with VanEck for almost four years and is responsible for business development across the broker and financial planning channels. With 15 years’ experience in financial services, prior to joining VanEck Damon held investment roles with AMP Capital and AXA Australia. Damon has an MBA from Deakin University and a Bachelor of Business and Bachelor of Economics from The University of Queensland
Carly’s focus is on building business as force for good and harnessing the power of individuals to effect change whether as a consumer, business owner or investor. As Head of Marketing and the Impact Investment Forum Program Manager for the Responsible Investment Association Australasia, she is focused on growing awareness of and deepening participation in responsible, ethical and impact investing. She is also Company Secretary for B Lab Australia & New Zealand, and was previously the Director of Engagement and Communications at Impact Investing Australia where she played a central role putting impact investing on the map and engaging new market participants. Carly has extensive experience delivering campaigns and partnerships spanning the private, public and not for profit sectors in Australia, Asia and Africa. At Oxfam Australia, Carly designed award-winning campaigns for fairer international trade rules and generating consumer demand for fair trade products. For the Australian Conservation Foundation, Carly led communications and partnership development to promote the transition to an economy that delivers wellbeing alongside a healthy environment.
After working as an ESG Analyst at CAER for two years, Nina began her role as Research Project Manager in February 2017. In this position, Nina has gained experience managing a broad range of research projects covering issues such as gender pay equity, companies operating in conflict zones and animal welfare.
Nina holds a Bachelor of International Relations (Honours) from the Australian National University. This year, she was selected to participate in the Audrey Fagan Leadership Program and completed a series of Australian Institute of Company Directors courses. Nina is also on track to complete a Graduate Diploma of Financial Planning by the end of 2018.
Her academic background and work at CAER have helped form a specialised interest in methods of negative screening in the investment process and international humanitarian law and human rights issues. Nina has worked on both the 2016 pilot and the 2018 iteration of the Corporate Human Rights Benchmark and as an active member of both the RIAA Corporate Engagement Working Group and Human Rights Working Group, regularly presents on human-rights related developments.
Jacki is Group Executive, People, Performance & Reputation Of IAG, responsible for the functions of people and culture, corporate and government affairs, shared value, the Australian Business Roundtable and the IAG Foundation.
She is also an elected member of the UNEP FI Global Steering Committee, a member of Chief Executive Women and a member of the Steering Committee for Sydney 100 Resilient Cities.
Jacki is Non Executive Director for Community First Credit Union and a member of the Member of Corporate Governance and Remuneration Committee and an Executive Director if IAG International Holdings and a member of IAG Ethics Committee.
From 2010 to 2016 Jacki was Chief Executive for IAG’s New Zealand business. Former roles include President of the Insurance Council of New Zealand, Chair of the Christchurch Recovery Chief Executives' meeting, and Executive Director IAG NZ.
Since joining IAG in 2001, Jacki has held several senior positions in both direct and intermediated insurance, including as Chief Executive Officer of IAG’s business partnerships division. Jacki also established IAG’s online start up business, The Buzz which received an Australia Business Award in 2010 for outstanding achievement in Innovation. This business was migrated into IAGs direct business.
Jacki was recognised by the NZ Herald in December 2015 as NZ Executive of the Year. She is a former Non Executive Director of the New South Wales WorkCover Authority and the Personal Injury Education Foundation.
Mike is a Financial Adviser with Ethical Investment Services in Kew (Melbourne) – his clients include individuals, families, charitable foundations and not-for-profit organisations.
Mike has been providing investment advice with an ethical overlay since 2003. His experience providing ethical investment advice to not-for-profit organisations in California convinced him of the value of incorporating ethics into the investment process. His firsthand experience of the technology industry in San Francisco engendered his interest in innovation and disruption.
After coming to Australia in 2008 and prior to joining Ethical Investment Services, Mike worked with ANZ Trustees as a member of the Philanthropy Team, and with AMP as a Financial Planner.
Mike is passionate about social justice, gender equity, the environment, and the threats posed by climate change.
His qualifications include the Advanced Diploma of Financial Planning, and a BA and MA from Princeton University in the United States
Jane Kern joined Bank Australia in 2015 and works on its approach to responsible banking. This includes translating Bank Australia’s purpose – creating mutual prosperity for its customers, their communities and the planet – into strategy, policy and impact reporting.
Prior to joining Bank Australia, Jane worked with BASE, a Swiss foundation focused on driving investment in sustainable energy, and Australian Red Cross. Jane holds a Master of Sustainable Development from the University of Basel, Switzerland, and Bachelors of Business and Communications from Monash University.
As Head of ESG, Asia Pacific, Arisa is responsible for FTSE Russell’s Sustainable Investment indexes, and data services across the Asia Pacific region. A core part of her role is client engagement on a comprehensive range of products and data to support them in reaching their investment decisions. Working with research and leadership teams, she has a responsibility for developing FTSE Russell’s Asia Pacific Sustainable Investment product strategy and expansion.
Arisa relocated to Tokyo in 2015 to take up her position as Head of ESG, prior to this she was based in London, a key hub for ESG investments. She has been working as an expert in ESG and Sustainable Investment since 2007, including managing corporate engagement programmes, ESG indexes and ratings, and advisory research on stewardship implementation for pension funds.
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).
Paul Kofman (PhD Erasmus University Rotterdam) was appointed Professor of Finance at The University of Melbourne in 2001. In 2012, Professor Kofman became the Dean of the Faculty of Business and Economics.
Paul’s research interests and publications are in quantitative and behavioral finance and the regulation of financial markets. He has received numerous competitive research grants and was one of the founding directors of the ARC-funded Financial Integrity Research Network.
With his colleague Clare Payne, Paul introduced one of the first online ethics in finance subjects at The University of Melbourne, and their text book “A Matter of Trust – the practice of ethics in finance” was published by Melbourne University Press in 2018. With his colleague Sean Pinder, Paul also designed and developed the first Coursera MOOC specialization, Essentials of Corporate Financial Analysis and Decision Making, in partnership with BNY Mellon.
Paul has undertaken consultancy work for the European Options Exchange, the New York Board of Trade, the Central European University, a number of Dutch investment banks, the Dutch Centre for Actuarial Statistics, the Australian Office of Financial Markets, and the RACV.
Patrick is a member of Rosenberg Equities’ client portfolio management team, focusing on Pan Asian investors. Patrick initially joined AXA IM in 2004 as a Senior Product Specialist in Rosenberg Equities. Prior to AXA IM, he was a Senior Financial Analyst at Ryan Hankin Kent. Before that, Patrick’s spent a combined 15 years in investment management, where he worked at Leylegian Investment Management and DBA Investments. Patrick holds a Master’s degree in Business Administration (MBA) from the University of Massachusetts, Amherst, as well as a JD from the Kennedy University School of Law. He holds a Bachelor’s degree from Saint Mary’s College, is a member of the California State Bar and also a CFA charter holder.
James Langlands, is the Head of the Advice Business for BNP Paribas Asset Management in Australia. The Advice Business is responsible for building relationships with wealth management businesses across Australia. James joined BNP Paribas Asset Management in 2016 and previously worked at BlackRock for 15 years where he held a range of product and senior distribution roles, including time as head of BlackRock’s retail business in Australia. James holds a Bachelor of Commerce (Honours), from the University of Melbourne and a Graduate Diploma in Risk Management from Deakin University.
Yoram Layani is Head of Cross Asset Solutions Sales for Asia ex Japan at BNP Paribas, overseeing cross asset solutions for institutional clients. His team services a wide array of clients across distribution businesses (Retail Banks, Insurance Companies, etc) and Institutionals (Asset Managers, Pensions, and Sovereign Wealth), developing outcome-driven tailor-made solutions in the fields of Investment, Hedging, Long-Term Savings, Alternative and Risk Premia. He joined the Global Equities & Commodity Derivatives division of BNP Paribas Hong Kong in 2007.
Born in France, Yoram started his career in 2004 at Credit Agricole CIB on the Equities & Derivatives desk. Initially based in Stockholm, he participated in the business development of the Nordic region before being transferred to Paris, where he oversaw the Retail, Private Banking and Insurance coverage in the Benelux area.
He graduated from EM Lyon, one of the leading Business Schools in France, with a major in Finance.
Nathan Lim is the Head of Wealth Management Research for Morgan Stanley Australia. Nathan joined Morgan Stanley in January 2016 and has over 23 years of investment experience. He also Heads Morgan Stanley’s Investing With Impact initiative in Australia. His career has taken him across Asia, North America, the Middle East and Australia which has enhanced his perspective on both local and global issues. Nathan is a frequent speaker and writer on the intersection between finance and the environment stemming from his previous role as the Portfolio Manager for the award winning Australian Ethical International Shares Fund. He has managed in excess of $350 million of client funds in lead Portfolio Manager roles through his career. Nathan has a Bachelor of Commerce from the University of British Columbia and is a Chartered Financial Analyst.
Mark is co-founder and Managing Director of Action Sustainability Asia Pacific, an international advisory firm based in Sydney and London. He is a sustainability expert specialising in business strategy, sustainable procurement, human rights and sustainable finance.
Mark is also the inaugural Chair of the Responsible Investment Association of Australasia’s Human Right’s Working Group and serves on Alphinity’s Sustainable Share Fund Investment Committee.
Previously Mark held senior positions at the Development Bank of Southern Africa and has been a director of leading sustainability advisory firms Ecos Corporation, Net Balance and EY.
Kate Mackenzie is director of finance, policy and decision metrics at Climate KiC Australia. She was previously head of finance and investment at The Climate Institute until it closed in mid-2017.
Kate is the author of several papers on climate change and the financial sector; financial system stability, and regulation. She previously worked as a journalist, including 10 years at the Financial Times in London and Sydney, covering energy and finance.
Kate is a fellow at the Centre for Policy Development, and a member of the Earth Systems & Climate Change hub’s stakeholder advisory group.
Edwina Matthew joined Pendal in October 2016 as Head of Responsible Investments. Edwina is responsible for maintaining Pendal’s leadership position in the provision of sustainable and ethical investment products.
Edwina has worked in financial services for over 16 years, including seven years with BT between 1993-2000 in Sydney and New York in the currency and global fixed income group. She then worked with Credit Suisse First Boston and later with Goldman Sachs’ currency division in New York. Edwina is actively involved in the implementation of the UN Principles for Responsible Investment (UN PRI) within Pendal. She also represents Pendal on the ESG Working Group of the Financial Services Council (FSC).
Edwina holds an Honours degree in Economics and Econometrics from the University of NSW.
Since joining FSS in December 2006, Liza’s key responsibilities have included assisting the investment team with investment and asset class research and reviews.
As Head of Responsible Investment Liza is responsible for development and implementation of First State Super’s Responsible Investment Policies and Socially Responsible Investment Options including manager and asset class ESG reviews; execution of the Fund’s Climate Change Adaptation Plan and broader ESG policy compliance (voting, screening and engagement with companies).
Prior to joining FSS, Liza was employed at Mercer Legal from June 1997 to December 2006 focusing on trustee education and corporate secretarial duties for trustees.
Liza holds a Post Graduate Diploma of Applied Finance at Kaplan Education.
Natasha joined Maple-Brown Abbott in 2004 as an equity analyst and was appointed as a portfolio manager in 2011. She has overseen responsible investing since 2008, when Maple-Brown Abbott became a signatory to the UNPRI. Natasha was formally appointed as a dedicated ESG analyst in 2015. She has been instrumental in developing Maple-Brown Abbott’s ESG strategy and the processes for the integration of ESG into the investment decision making process.
Prior to joining Maple-Brown Abbott Natasha worked at JP Morgan Investment Bank as an analyst in the mergers and acquisitions team.
As an Authorised Representative of Ethical Investment Advisers, Karen McLeod holds the highest level of accreditation in Australia as a Certified Financial Planner TM (CFP). She also holds a Bachelor of Business (with Distinction). She is accredited by the Responsible Investment Association Australasia (RIAA) as a Certified Financial Adviser. Karen has served 6 years as a Board Member of RIAA and to the RIAA Certification Committee. Additionally, Karen is a member of the Ethical Advisers’ Co-operative and served as the Chairperson in 2014. She is also a member of the peak industry association in Australia, the Financial Planning Association (FPA). In 2009, the Australian Financial Review’s ‘Smart Investor’ magazine awarded Karen McLeod a place in their Master Class Top 50 Honour Roll (Australia wide). This achievement is based on her technical expertise. She has loved running her own practice in Brisbane for over 12 years.
Caitlin Medley is Portfolio Manager – Thematic & Impact Investing with QBE Group Investments, part of QBE Insurance Group, principally focussed on QBE’s impact investment Premiums4Good initiative, QBE’s commitment to social impact bonds, PFS and results-based financing, and a growing focus on impact in the global portfolio.
QBE is an active institutional investor in Social impact bonds and PFS, having invested in 9 SIBs across the global portfolio and cornerstoned the first of its kind SIB fund in the US in 2017.
Andrew Nairn is Head of Investor Relations at Santos. Prior to joining Santos, Andrew held Investor Relations and Finance roles at BHP in Australia, the United Kingdom and the US. He has over 20 years of experience in the global resources industry
Saker was appointed as Chief Executive Officer in May 2012, having been interim Chief Executive Officer since November 2011. Saker joined Hermes in June 2009 as a main board director to drive, support and represent the investment capabilities of Hermes. In 2005, Saker joined Fortis Investments USA as CIO, Global Equities and moved on to become Global Head of Equities, responsible for managing the company’s 12 equity centres. Previously he was CIO, Global Equities and Head of Marketing at SGAM UK, where he re-orientated the company offering to include high-alpha UK strategies and a global offering, following on from the sale of Trust Company of the West (TCW) to SGAM, where he was Managing Director running various global and International strategies as well as the London office. Saker started his career at Mercury Asset Management in 1987.
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.
Alex joined SVA’s Impact Investing team in 2013 and is responsible for leading the $15M SVA Diversified Impact Fund. In addition to this, he leads SVA’s work supporting social enterprises to win and deliver large social procurement contracts.
Previously, Alex managed SVA’s $9m Social Impact Fund and established the $30m HESTA/SVA Social Impact Investment Trust. Alex also helped establish and is a founding director of Vanguard Laundry Services – a leading Australian social enterprise.
Prior to SVA, Alex worked as a strategy consultant at McKinsey & Co. across Australia, Asia and Europe, specialising in due diligence for major mergers and acquisitions. Alex holds a dual BA/LLB (Hons) from the University of Melbourne and is a CFA charterholder.
Susheela has more than 11 years’ domestic and international experience advising institutional investors on responsible investment.
She was instrumental in the development of Regnan’s research, stewardship and advisory programs, and has led or overseen much of this work in her role as Head of Advisory. Most recently, this included an 18-month project in Switzerland to design and initiate a sustainable investment strategy for one of the world’s largest global full service financial institutions.
Susheela serves as deputy chair of Responsible Investment Association Australasia (RIAA) and as a member of Impact Investing Australia’s cross-sector working group to develop a market for social impact investing.
She holds a Bachelor of Arts (Hons) from the University of Sydney, a Master’s Degree in Communication Management and is a licenced Certified Investment Management Analyst professional. Susheela previously held corporate affairs roles in funds management.
Arti Prasad is Senior Investment Strategist for the Guardians of New Zealand Superannuation and works on the development and implementation of the Guardians’ responsible investment (RI) and corporate governance policies. Arti’s role includes integration of environmental, social and governance (ESG) factors into investments, portfolio monitoring of ESG breaches. She also leads on aspects of the Guardian’s climate strategy in particular carbon footprinting and integration of climate change risks and opportunities within the Fund’s direct private market assets. Arti had been with the Guardians for six years, went overseas for 2 and half years and returned again in 2017.
In the time away from the Guardians, Arti did a stint at the Queensland Investment Corporation (QIC), Brisbane Australia as the Head of Responsible Investment. Prior to joining the Guardians, Arti was Senior Policy Analyst at the Ministry for Environment, working on policy decisions related to business sustainability, water and climate change.
Arti has a Bachelors of Commerce Degree (Grad dip) from the University of Auckland, and Postgraduate Diploma in Economics and Finance from Massey University, New Zealand.
Craig Reucassel is an Australian writer and comedian who is best known for his work with The Chaser and for going through your bins on 'The War on Waste'.
Craig and a group of friends founded The Chaser newspaper, which led to a number of ABC TV Chaser programs including 'The Election Chaser', 'CNNNN', 'The Chaser's War on Everything' and 'The Checkout'. In 2017 and 2018 Craig hosted 'The War on Waste' looking at ways to reduce Australia's waste footprint.
Craig was born in South Africa but moved to Australia at a young age. He attended the University of Sydney, and graduated with honours in Bachelor of Economics (Social Science) and Bachelor of Laws.
He also co-hosted the triple j shows Today Today, Bloody Sunday and The Race Race with fellow Chaser Chris Taylor. He has performed in David Williamson's Jack of Hearts and Tim Firth's Neville's Island at The Ensemble.
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.
Amy is an international lawyer, researcher and adviser working in the non-profit sector to advance respect for human rights business. She is Representative for Australia, New Zealand and the Pacific at the Business & Human Rights Resource Centre, a global NGO tracking the human rights impacts of companies worldwide. Formerly, Amy was a corporate lawyer and practiced law with major international practices in Australia, the UK and Hong Kong. She is appointed to the Law Society of New South Wales Human Rights Committee and is an Adjunct Lecturer, at the Faculty of Law, University of New South Wales.
Anna has led ClimateWorks since its inception in 2009, guiding ClimateWorks’ independent research and advisory work analysing emissions reduction opportunities and partnering with government and business to unblock barriers to implementation.
Anna brings considerable private and public sector knowledge to the role as an experienced investment banker, policy advisor and qualified lawyer. Prior to ClimateWorks, Anna was based in London where she applied her skills as an advisor dedicated to raising and deploying capital for low carbon activities as Vice President, Advisory, at Climate Change Capital. She has also worked as a Senior Policy Advisor to the Victorian Deputy Premier, an investment banker for Macquarie Bank and as a solicitor with Malleson Stephen Jacques.
Anna was an inaugural Director of Australia's green investment bank, the Clean Energy Finance Corporation, and is a Director of Green Buildings Council Australia, a Trustee of the Sustainable Melbourne Fund, a member of the Wentworth Group of Concerned Scientists, a member of the Grattan Institute’s Energy Program Reference Panel and a member of the Leadership Forum for Energy Transition for Australia. She has also served on the South Australian Government’s Low Carbon Economy Expert Panel, the Victorian Climate Change Act Independent Review Committee, the Australian Government’s Energy White Paper Reference Panel and the former Australian Government Land Sector Carbon and Biodiversity Board, as well as with the NGO Roundtable on Climate Change.
Gayle is an arts and law graduate from the University of Adelaide. Gayle spent many years working for the NSW Attorney General’s Department before moving into the Attorney General’s Ministerial Office in 1998, and then the NSW Police Minister’s Office in 2000.
Following this time in state government, Gayle worked as a Director in a number of NSW councils, primarily looking after service delivery and assets. She developed and delivered a number of waste management contracts on behalf of councils, as well as managing environment and regulatory departments, including rangers and compliance officers.
After three years of being a stay-at-home mum, Gayle returned to work in 2012 at Visy. In November 2015, Gayle joined WMAA as Chief Executive Officer.
Dan joined CGI Glass Lewis as Director of Research in 2014 and was appointed General Manager in 2015. Dan has over a decade of experience in stewardship and corporate governance advisory across several major markets, has published numerous studies and is a regular speaker on governance issues.
He currently leads CGI Glass Lewis’ Australian team, is responsible for positioning Glass Lewis to meet investors’ stewardship needs across the Asia Pacific region, and is a key contributor in Glass Lewis’ global executive team. Dan guides the research team’s corporate engagement activities, drawing on his experience of running hundreds of corporate engagement meetings with ASX-listed companies. He also leads CGI Glass Lewis’ stakeholder management initiatives, including liaising with regulators in Australia and across the region. Dan chairs the Corporate Engagement Working Group of the Responsible Investment Association Australasia.
Dan is the Responsible Manager for CGI Glass Lewis’ Australian Financial Services Licence.
He is a graduate of the University of California, Santa Cruz, and has a master’s degree from the Edmund A. Walsh School of Foreign Service at Georgetown University, where he studied international business.
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.
Lisa is currently a Director at National Australia Bank in Product and channel development, the originators of the Low Carbon Shared Portfolio concept.
Lisa has over 20 years of experience in the finance industry including co-founding Australia's first Clean Energy Equity Fund in 2007 and Change Investment Management in 2009. As a proven pioneer of the socially responsible and impact investment industry, she has established a reputation for driving superior investment returns from the economic opportunity of the transition to a low carbon economy, and is Co-founder of Impact 2080 an Impact Investment advisory business specialising in scaling and bringing impact investment solutions to market.
Lisa is also an ambassador for Earth Hour and Al Gore's Climate Reality Leaders initiative as well as a Mentor for AYP.
Lisa passionately believes investors should no longer have to compromise their values for their investments.
Lisa has multiple years experience managing an international portfolio from Australia at both the Clean Energy Fund and the ESCOR Group. During her career Lisa has been a Director at Citigroup where she specialised in arbitrage and derivatives. Lisa is an experienced trader with an in-depth understanding of pricing and investing in financial products. In her most recent role as head of Community Assets at Bendigo Bank Lisa specialised in developing financial structures to facilitate the acceleration of impact investment.
Ronan Walsh joined Crescent Wealth in October 2016 as its Chief Investment Officer. Ronan is also Principal with Marose Consulting, an investment management consulting practice. He has over 20 years’ experience in Asset Management with strong skills in asset allocation, research and devising investment and trading strategies across the entire investment sphere.
Ronan has obtained his breath of experience working within retail (MLC) and industry superannuation fund sector (Vic Super Pty Ltd; REST Industry Super) as well as within the investment bank domain (Citi Group).
He holds professional membership with the Association of Chartered Certified Accountants.
Ronan has specialist skills in investment strategy, portfolio construction and risk management.
Zoe Whitton is the Head of Australian ESG Research at Citi. She has also covered ESG and thematic research at Credit Suisse and at Bank of America Merrill Lynch. She has previously worked in management consulting in the energy and industrials sectors, at the Oxford Smith School and the Stockholm Environmental Institute, and served as a youth delegate to the UNFCCC. She presently acts as a mentor at EnergyLab and as a member of the founding committee of Women in Sustainable Finance. She holds Masters degrees in environmental policy and economics from Oxford University and the University of Queensland.
Farren has 18 years’ experience providing tailored financial solutions to wealthy individuals and families, non-profits and charitable foundations. She 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.
In addition to being a Partner at Koda, Farren is on the Board of the Royal Botanic Gardens Foundation Victoria (a grant seeking foundation) and Chairs the Finance and Audit Committee, is on the Investment Committee of a corporate foundation (a grant making foundation) and is a member of an Advisory Group of a family services non-profit organisation.
Farren is a Certified Financial Planner and is a Graduate of the Australian Institute of Company Directors (Order of Merit). Farren holds a Bachelor of Arts, Bachelor of Science and financial planning qualifications (DFP and CFP). She is a member of the Financial Planning Association, the Australian Institute of Company Directors and the Responsible Investment Association Australasia
Gabriel Wilson-Otto is the head of GS SUSTAIN for Asia – a global research product that focuses on generating long-term alpha through analysis of returns on capital, competitive advantage and engagement with ESG risks and opportunities. Prior to joining GS SUSTAIN he was a Consumer analyst with Goldman Sachs in Australia with responsibility for the Food & Beverage sector. Gabriel joined Goldman Sachs JBWere in Australia in 2007. Gabriel earned Bachelor's degrees in commerce and information systems from The University of Melbourne and is a CFA charterholder.
James joined JBWere in September 2013. As CIO, he is responsible for managing the Investment Strategy and Markets Groups. This includes providing asset allocation and portfolio construction advice across asset classes to the JBWere Investment Management Teams and their clients. Prior to joining JBWere, James was the CIO of ING Investment Management, responsible for over $24 billion in funds under management in Australian equities, private equity, property and fixed income. James has also worked at Treasury Corporation of Victoria and the Commonwealth Treasury in Canberra. James holds a Bachelor of Economics (Hons), from Monash University and also serves as a Director and Treasurer of Asthma Australia.
Sean Wright is a Senior Manager at Environmental Defense Fund, an international environmental NGO that works to bring solutions rooted in economics and science to the world’s most pressing environmental issues. Sean’s primary focus is working with investors to ensure effective management and disclosure of methane, a highly potent greenhouse gas, from the global oil and gas industry. Sean a co-author of Setting the Bar, a tool for TCFD implementation for the oil and gas industry, as well as An Investor’s Guide to Methane, both published in partnership with UNPRI and CERES. Before joining EDF, Sean was an Associate Analyst in the Equity Research Department of Credit Suisse, covering the energy and extractives industries. Prior to Credit Suisse, he worked in PricewaterhouseCoopers’ Transaction Services group and is a Certified Public Accountant.
Australian business leader and Philanthropist, Talal Yassine OAM, is an extraordinarily busy person. Under his guidance, the past decade has seen Crescent Wealth grow to be Australia’s leading provider of Sharia-compliant financial products, and the first Islamic superannuation fund in Australia.