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.
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.
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.
Sameer Chopra is a managing director and head of Australia Research. He is the Australian Equity Strategist and covers Telecom stocks. He also covers Environment, Social & Governance issues across Asia. The Australia and Telecom teams were Top 3 ranked in the Institutional Investor All-Asia Research Poll for 2015 and 2016. Chopra joined the firm in 2010 from Deutsche Bank. He also has a decade of experience as a management consultant to the telecom and media industry in the UK, Australia and New Zealand. Prior to that, Chopra worked with the Australian federal government where he was an advisor in the House of Representatives. Chopra has a BComm (Hons) from the Australian National University and an MBA from INSEAD. He is based in Sydney.
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.
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.
David is responsible for leading the Stewart Investors Sustainable Funds group and generating investment ideas across all sectors in emerging and developed markets. David Gait joined the company in 1997.
David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University.
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.
Will Hamilton is the Managing Partner of Hamilton Wealth Management. Prior to this, he was the General Manager Wealth Services at NAB. Will previously held the position of Head of Private Wealth Management at Goldman Sachs JBWere, and prior to this was the Managing Director and Chief Executive Officer of Deutsche Securities Asia in Hong Kong. In addition to his qualifications, Will is a fellow of the Hong Kong Securities and Investment Institute a fellow of the Australian Institute of Company Directors and a Senior Fellow of FINSIA.
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
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).
As the Transportation Sector Lead analyst at MSCI, Arne Philipp Klug is responsible for the analysis of environmental, social and governance (ESG) issues affecting companies within that sector. His focus is primarily on identifying ESG risks and opportunities for Automobiles/ Auto Components, Airlines, and Marine companies. Arne regularly publishes industry reports as well as thematic report such as a scenario analysis of the potential financial impacts of a diesel vehicle sales decline on carmakers in the EU. Prior to joining MSCI, Arne worked more than six years as an ESG analyst and account manager for the global research provider Sustainalytics in Frankfurt and Toronto. Arne holds a master’s degree of Communications Science, Political Economics, and Hispanics from the University of Münster, Germany.
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.
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.
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.
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.
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.
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.
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.
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.