REGISTRATION
WELCOME TO COUNTRY
WELCOME BY CEO
Simon O'Connor

20 years of lessons learnt, what now for the 20 years ahead?

  • Simon O'Connor (CEO of Responsible Investment Association Australasia)

    Simon O'Connor

    CEO of Responsible Investment Association Australasia
THE ROLE OF FINANCE HAS NEVER BEEN MORE IMPORTANT
Joy AndersonRobynne QuigginLucy SteedPhineas Glover

The next 20 years and the urgency of the challenges we must address. Expert insights into our region’s urgent priorities.

  • Joy Anderson (Founder and President of Criterion Institute (USA))

    Joy Anderson

    Founder and President of Criterion Institute (USA)
  • Robynne Quiggin (Professor at UTS Business School)

    Robynne Quiggin

    Professor at UTS Business School
  • Lucy Steed (Chief Executive Officer at Melior Investment Management)

    Lucy Steed

    Chief Executive Officer at Melior Investment Management
  • Phineas Glover (Phineas Glover, Head of ESG Research, APAC at Credit Suisse Management (Australia) Pty Ltd)

    Phineas Glover

    Phineas Glover, Head of ESG Research, APAC at Credit Suisse Management (Australia) Pty Ltd
KEYNOTE ADDRESSThe race for energy dominance
Mark Lewis

Winners and losers - and how we set our portfolios to navigate the coming decades.

  • Mark Lewis (Global Head of Sustainability Research at BNP Paribas Asset Management (France))

    Mark Lewis

    Global Head of Sustainability Research at BNP Paribas Asset Management (France)
MORNING TEA
CLIMATE CHANGE LITIGATION BY AND TOWARDS FINANCE

What’s on the global horizon?

IMPACT MEASUREMENT ACROSS VARYING ASSET CLASSES:
Katie HouseTed FranksGeorgina LairdErin Castellas

When is it the same and when is it different? Presented by RIAA’s Impact Management and Measurement Community of Practice

  • Katie House (Analyst, Verification and Impact at Affirmative Investment Management (UK))

    Katie House

    Analyst, Verification and Impact at Affirmative Investment Management (UK)
  • Ted Franks (Partner, Fund Manager at Pengana Capital (UK))

    Ted Franks

    Partner, Fund Manager at Pengana Capital (UK)
  • Georgina Laird (Ethics and Impact Manager at U Ethical)

    Georgina Laird

    Ethics and Impact Manager at U Ethical
  • Erin Castellas (Chief Impact Officer at Impact Investment Group)

    Erin Castellas

    Chief Impact Officer at Impact Investment Group
LUNCH
TACKLING INDIGENOUS DISADVANTAGE IN AUSTRALIA
Chris CrokerRobynne Quiggin

The role for responsible investment.

  • Chris Croker (Managing Director of Impact Investment Partners)

    Chris Croker

    Managing Director of Impact Investment Partners
  • Robynne Quiggin (Professor at UTS Business School)

    Robynne Quiggin

    Professor at UTS Business School
BEYOND QUOTAS, WHEN GENDER BECOMES MATERIAL
Joy AndersonZoe WhittonMary DelahuntyEmily Flood
  • Joy Anderson (Founder and President of Criterion Institute (USA))

    Joy Anderson

    Founder and President of Criterion Institute (USA)
  • Zoe Whitton (Head of Australian ESG Research at Citi Investment Research)

    Zoe Whitton

    Head of Australian ESG Research at Citi Investment Research
  • Mary Delahunty (Head of Impact at HESTA)

    Mary Delahunty

    Head of Impact at HESTA
  • Emily Flood (Ethical Investment Analyst at Future Superannuation and Investments)

    Emily Flood

    Ethical Investment Analyst at Future Superannuation and Investments
AFTERNOON TEA
KEYNOTE ADDRESSInvesting for the SDGS
Vineet Rai

Is our current approach to investing fit for purpose to contribute to delivering on the SDGs?

  • Vineet Rai (Founder & Executive Chair of Aavishkaar Group (India))

    Vineet Rai

    Founder & Executive Chair of Aavishkaar Group (India)
RI AND OUR REGION
Vineet RaiKristy GrahamRoss PiperScott Mather

Supporting the SDGs beyond our borders.

  • Vineet Rai (Founder & Executive Chair of Aavishkaar Group (India))

    Vineet Rai

    Founder & Executive Chair of Aavishkaar Group (India)
  • Kristy Graham (Director of Private Finance for Development at Department of Foreign Affairs and Trade)

    Kristy Graham

    Director of Private Finance for Development at Department of Foreign Affairs and Trade
  • Ross Piper (Chief Executive Officer at Christian Super)

    Ross Piper

    Chief Executive Officer at Christian Super
  • Scott Mather (CIO US Core Strategies and Head of ESG Investing at PIMCO (USA))

    Scott Mather

    CIO US Core Strategies and Head of ESG Investing at PIMCO (USA)
WRAP UP OF DAY 1
Simon O'Connor
  • Simon O'Connor (CEO of Responsible Investment Association Australasia)

    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 works with RIAA’s 240 member organisations with the goal of delivering on RIAA’s mission of promoting, advocating for, and supporting approaches to responsible investment that align capital with achieving a healthy and sustainable society, environment and economy.

    Simon is active across the region and internationally in responsible investment and sustainable finance initiatives. He sits as Co-Chair of the Australian Sustainable Finance Initiative, working group member of the NZ Sustainable Finance Forum, a member of the Global Sustainable Investment Alliance, the UN backed Principles for Responsible Investment (PRI) Australia Network Advisory Committee, as well as a member of the National Advisory Board on Impact Investing in New Zealand.

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ARRIVAL (registration open)
OPENING OF DAY 2
Simon O'Connor
  • Simon O'Connor (CEO of Responsible Investment Association Australasia)

    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 works with RIAA’s 240 member organisations with the goal of delivering on RIAA’s mission of promoting, advocating for, and supporting approaches to responsible investment that align capital with achieving a healthy and sustainable society, environment and economy.

    Simon is active across the region and internationally in responsible investment and sustainable finance initiatives. He sits as Co-Chair of the Australian Sustainable Finance Initiative, working group member of the NZ Sustainable Finance Forum, a member of the Global Sustainable Investment Alliance, the UN backed Principles for Responsible Investment (PRI) Australia Network Advisory Committee, as well as a member of the National Advisory Board on Impact Investing in New Zealand.

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LAUNCH OF RIAA’S 2019 CONSUMER RESEARCH
Carly HammondAllyson Lowbridge

Addressing the needs and expectations of our clients

  • Carly Hammond (Impact Investment Forum Program Manager at Responsible Investment Association Australasia)

    Carly Hammond

    Impact Investment Forum Program Manager at Responsible Investment Association Australasia
  • Allyson Lowbridge (Australian ethical at Chief Customer Officer)

    Allyson Lowbridge

    Australian ethical at Chief Customer Officer
A SUSTAINABLE FINANCIAL SYSTEM FOR A SUSTAINABLE AUSTRALIA
Simon O'ConnorJacki Johnson

Leaders from the Australian Sustainable Finance Initiative discuss the priorities of what needs to change to align finance for the decade ahead

  • Simon O'Connor (CEO of Responsible Investment Association Australasia)

    Simon O'Connor

    CEO of Responsible Investment Association Australasia
  • Jacki Johnson (Co-Chair at ASFI)

    Jacki Johnson

    Co-Chair at ASFI
PIONEERS OF RI
Michelle BrisbaneSimon O'ConnorDuncan PatersonTrevor ThomasMichael WalshRodger Spiller

Lessons from our past to challenge and shape our future impact, from our community of practitioners who have been involved in RI for 20+ years.

  • Michelle Brisbane (CEO of Ethical Investment Services)

    Michelle Brisbane

    CEO of Ethical Investment Services
  • Simon O'Connor (CEO of Responsible Investment Association Australasia)

    Simon O'Connor

    CEO of Responsible Investment Association Australasia
  • Duncan Paterson (ISS Australia Pty Ltd at Head of ESG AU/NZ)

    Duncan Paterson

    ISS Australia Pty Ltd at Head of ESG AU/NZ
  • Trevor Thomas (Managing Director of Ethinvest)

    Trevor Thomas

    Managing Director of Ethinvest
  • Michael Walsh (Executive Director of Lifecraft)

    Michael Walsh

    Executive Director of Lifecraft
  • Rodger Spiller (Managing Director of Money Matters (NZ) Ltd)

    Rodger Spiller

    Managing Director of Money Matters (NZ) Ltd
MORNING TEA
LET’S TALK ABOUT CORPORATE ENGAGEMENT WITH IMPACT
John StreurAlexis CheangGabriel Wilson-OttoAlison Ewings

lessons from getting US retailers to stop selling guns. With panel discussion: how do make engagement effective, better evidence progress and when do we take our capital off the table?

  • John Streur (President and Chief Executive Officer at Calvert Research and Management (USA))

    John Streur

    President and Chief Executive Officer at Calvert Research and Management (USA)
  • Alexis Cheang (Partner, Head of Australia & New Zealand Pacific, Sydney at Mercer Australia)

    Alexis Cheang

    Partner, Head of Australia & New Zealand Pacific, Sydney at Mercer Australia
  • Gabriel Wilson-Otto (Head of Stewardship, Asia Pacific at BNP Paribas Asset Management Australia Limited (Hong Kong))

    Gabriel Wilson-Otto

    Head of Stewardship, Asia Pacific at BNP Paribas Asset Management Australia Limited (Hong Kong)
  • Alison Ewings (Regnan at Head of Engagement)

    Alison Ewings

    Regnan at Head of Engagement
SORTING THE WASHING
Nicolette BoeleJames TaylerKaren McLeod

Green wash, standards and the role of Certification

  • Nicolette Boele (Executive Manager Policy & Research at Responsible Investment Association Australasia)

    Nicolette Boele

    Executive Manager Policy & Research at Responsible Investment Association Australasia
  • James Tayler (Head of Reserach at Morphic)

    James Tayler

    Head of Reserach at Morphic
  • Karen McLeod (Financial Adviser at Ethical Investment Advisers)

    Karen McLeod

    Financial Adviser at Ethical Investment Advisers
LUNCH
HOW DO WE CONSIDER BENCHMARKS IN AN AGE OF RI AND PASSIVE INVESTING?
Ted FranksAled JonesJonathan Shead
  • Ted Franks (Partner, Fund Manager at Pengana Capital (UK))

    Ted Franks

    Partner, Fund Manager at Pengana Capital (UK)

    Ted is the Fund Manager for the Pengana WHEB Sustainable Impact Fund and helped to found WHEB Asset Management in 2009.
    Before joining WHEB, Ted was a sector specialist in the renewable energy and utilities sectors at Dresdner Kleinwort and KPMG. Over seven years Ted advised on projects involving over €15bn of investment. Amongst numerous renewables transactions and engagements, Ted advised both of the two largest European renewable energy generators on their European expansion strategy, and on one of the most successful ever disposals of a UK water utility.
    Ted is a Chartered Financial Analyst and a Chartered Accountant, and won the Helen Somerville Prize during qualification. Ted has a degree in Philosophy and Economics from Bristol University and a Postgraduate Diploma in Law from Bristol Legal Institute.

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  • Aled Jones (Head of Sustainable Investment Europe at FTSE Australia Limited (UK))

    Aled Jones

    Head of Sustainable Investment Europe at FTSE Australia Limited (UK)

    Aled Jones joined FTSE Russell in November 2017 as Head of Sustainable Investment, Europe and has been pivotal in the development of the FTSE TPI Climate Transition Index with the Transition Pathway Initiative and Grantham Research Institute. Aled joined from Mercer’s Investment Consulting business where he was a Principal in the Global Responsible Investment team for a number of years. At Mercer, Aled worked closely with large European asset owners and investment firms supporting them on all areas of RI strategy development and implementation, as well as ESG research and portfolio and manager analytics.
    Prior to this, Aled managed the ESG integration activities of one of the UK’s largest public sector pension schemes, the London Pensions Fund Authority. Aled’s Responsible Investment industry experience spans more than 15 years during which time he has also worked in ESG analysis and research, as well as corporate voting and engagement for active portfolios on behalf of institutional and retail clients.
    Aled holds an MSc in Environmental Science from Lund University in Sweden and is a Member of the Chartered Institute for Securities & Investment.

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  • Jonathan Shead (Head of Investments, Australia at State Street Global Advisors)

    Jonathan Shead

    Head of Investments, Australia at State Street Global Advisors

    Jonathan is Head of Investments, Australia. In this role, he provides an Australian based investment voice for State Street Global Advisors with our Australian clients spanning the breadth of solutions that we offer. He also provides local oversight to the Australian investment team and is a member of Australian entity boards.

    Prior to his current role, Jon was Head of Retirement Solutions, Australia and was responsible for leading the development of retirement thinking and investing in Australia.

    Jonathan joined State Street Global Advisors, Australia, Limited in August 2000 and was a member of the Global Portfolio Strategy team from 2000 to 2018 covering both equities and currency and serving as the Head of Portfolio Strategists for the Asia Pacific region.

    Prior to joining SSGA, Jonathan worked as a senior asset consultant and as a superannuation actuary at NSP Buck Proprietary Limited.

    Jonathan was awarded a Bachelor of Economics degree by Macquarie University and is a Fellow of the Institute of Actuaries of Australia.

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SHIFTING FROM ESG TO IMPACT IN REAL ASSETS
Chris NunnMartin PriestleyKate Webster

Ensuring we’re managing and measuring ESG in real assets investments to improving performance

  • Chris Nunn (Head of Sustainability, Real Estate at AMP Capital Investors Limited)

    Chris Nunn

    Head of Sustainability, Real Estate at AMP Capital Investors Limited
  • Martin Priestley (Head of Debt, Real Estate for Asia Pacific at Nuveen)

    Martin Priestley

    Head of Debt, Real Estate for Asia Pacific at Nuveen
  • Kate Webster (Senior Responsible Investment Analyst at First State Super)

    Kate Webster

    Senior Responsible Investment Analyst at First State Super
AFTERNOON TEA
LEANING INTO LEADERSHIP
Victoria McKenzie-McHargAmanda GoodmanKirstin Hunter

Stepping up as individuals to drive change.

  • Victoria McKenzie-McHarg (Manager Strategy and Planning at Bankaust)

    Victoria McKenzie-McHarg

    Manager Strategy and Planning at Bankaust
  • Amanda Goodman (Head of Syndication at Impact Investment Group)

    Amanda Goodman

    Head of Syndication at Impact Investment Group
  • Kirstin Hunter (Managing Director of Future Superannuation and Investments)

    Kirstin Hunter

    Managing Director of Future Superannuation and Investments
THE DECADE AHEAD
Michael Traill AM

A critical role for finance in the decade ahead - how do we foresee the changing role and nature of finance in the coming decade?

  • Michael Traill AM (Director of M H Carnegie & Co, Sunsuper)

    Michael Traill AM

    Director of M H Carnegie & Co, Sunsuper
WRAP UP OF DAY 2
Susheela Peres da costa
  • Susheela Peres da costa (Chair of RIAA Board & Head of Advisory at Regnan)

    Susheela Peres da costa

    Chair of RIAA Board & Head of Advisory at Regnan

    Susheela serves as 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.

    Susheela has been with Regnan since its early days, including at its predecessor BT GAS. She brings extensive insights into the financial implications of corporate under-investment in environmental, social and corporate performance from her involvement in developing Regnan’s highly regarded analysis of these matters. She also brings insights from her contact with many S&P/ASX200 directors and executives, which is undertaken as part of Regnan’s program of corporate engagement and advocacy. This process emphasizes constructive dialogue as a way to influence improved performance from companies in these areas. Prior to joining Regnan (then called BT GAS) in 2006, she held positions in corporate affairs, communications and marketing at BT Financial Group.

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