Joy Anderson is a prominent national leader at the intersection of business and social change, whose insights and experience have helped shaped hundreds of ventures as well as the movements of impact investing and gender lens investing. She is founder and president of Criterion Institute, the leading think tank on using finance as a tool for social change, which demonstrates new possibilities through its groundbreaking research, innovative trainings, convenings and institutional engagement. In recognition of her leadership, Anderson was listed in Fast Company’s 100 Most Creative People in Business. Recently, she published “A Blueprint for Women’s Funds on Using Finance as a Tool for Social Change” in partnership with Global Fund for Women and Ms. Foundation, following the 2015 publication of “Gender Lens Investing in Asia,” published jointly with USAID, and Criterion’s “The State of the Field of Gender Lens Investing.”
Mark Lewis is Global Head of Sustainability Research at BNP Paribas Asset Management, having joined in January 2019.
Previously, he was Managing Director and Head of Research at the Carbon Tracker Initiative (April-December 2018), Managing Director and Head of European Utilities Research at Barclays (2015-18), Chief Energy Economist at Kepler Cheuvreux (2014-15), and Managing Director and Global Head of Energy Research at Deutsche Bank (2005-13). He has also been a member of the Financial Stability Board’s Task Force on Climate-related Financial Disclosures since May 2016.
Mark is a UK and French Citizen and holds a BA (First-Class Hons) in Modern Languages and Economics from Sheffield University, an MPhil from Cambridge University, and an MA from London University.
Katie House is an analyst in the Verification and Impact team at Affirmative Investment Management; a dedicated impact fixed income fund manager. AIM's Verification and Impact team has deep expertise in verifying impact bonds against AIM's mission to support the Paris Agreement and/or Sustainable Development Goals and impact measurement and reporting. Katie undertakes environmental and social impact research to determine AIM's investible universe and works on the firm's annual impact reporting.
Katie was previously a Senior Research Analyst at Climate Bonds Initiative. She was at Climate Bonds for over 4 years where she predominantly worked on the Climate Bonds Standard; a certification scheme and rule set defining what projects and assets are eligible for green bond financing across multiple sectors. While at Climate Bonds, Katie also supported the development of the European Commission's Sustainable Finance Taxonomy.
John Streur is president and chief executive officer for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. John is also president and a trustee of the Calvert Funds as well as a director of Calvert Impact Capital and member of its Risk Management Committee. He guided the creation of the Calvert Principles for Responsible Investment, the Calvert Research System and the Calvert Indices, and has placed focus on investment research and emphasis on environmental, social and governance (ESG) factors integrated with investment decisions. He joined Calvert Research and Management in 2016.
Alexis is a Partner in Mercer’s Wealth business and leads the Responsible Investment team in the Pacific. She works with clients to develop and implement a set of responsible investment beliefs, policies and practices throughout the investment process. This includes integrating environmental, social and governance (ESG) factors into the investment process and making use of ownership rights through proxy voting and engagement. She is based in Sydney.
Prior to joining Mercer in April 2014, Alexis spent 10 years in the governance and sustainable investment team at F&C Asset Management in London and Boston. At F&C, Alexis was responsible for developing ESG-integrated investment products, working with portfolio managers across equity, credit and private equity to integrate ESG factors, and engaging with companies on a broad range of issues, including corporate governance, climate change, and human rights.
Alexis is a member of the Sustainable Investment Finance Initiative and co-chairs Technical Working Group 2 on embedding sustainability in financial markets, products and services. In 2017, she was recognised as the Thought Leader of the Year by Women in Finance.
Alexis holds a master of science (politics of the world economy) from the London School of Economics and Political Science, UK, and a bachelor of arts (political science and religion) from Columbia University, US.
Vineet Rai is the Founder of Aavishkaar group and chairs its Group Executive Council. Aavishkaar Group is an Impact Investment Platform impacting millions of people in Asia and Africa using entrepreneurship based development approach.
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.
Co-Chair ASFI, Advisor to IAG on Climate Change and Sustainability, Co-Chair of the UNEP FI Global Steering Committee
Jacki is an Advisor to the IAG Board on Climate Change and Sustainability and was formerly Group Executive, People, Performance & Reputation at IAG, responsible for the functions of people and culture, corporate and government affairs, safer communities, the Australian Business Roundtable for Disaster Resilience & Safer Communities and the IAG Foundation. She is also an elected member of the UNEP FI Global Steering Committee holding the role of Co-Chair, a member of Chief Executive Women and a member of the Steering Committee for Sydney 100 Resilient Cities. From 2010 to 2016, Jacki was Chief Executive of 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 New Zealand. In addition, Jacki is a Non-Executive Director of Community First Credit Union and a member of the Corporate Governance Committee.
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.
Gabriel joined from Goldman Sachs, Asia, where he was Executive Director, Head of GS SUSTAIN Asia. In this current role, he represents and leads BNPP AM’s stewardship activities in Asia Pacific, including researching key corporate governance issues, undertaking direct and collaborative corporate engagement, and engages with policymakers on key issues relating to sustainable finance and investment. His expertise will be invaluable as BNPP AM continues to reinforce its commitment to Environment, Social and Governance (ESG).
Amanda is Head of Syndication at Impact Investment Group, where she manages the group’s capital raising activities and relationships with private clients, intermediary groups and institutional investors. Amanda has over 20 years’ experience in investment banking, private equity, structured finance, non-profit management and strategic planning.
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.
Kirstin is the Managing Director at Future Super where she is leading the movement to use the power of money to invest, advocate and campaign for a future worth retiring into. Kirstin began her career as a Solicitor at Freehills before moving to Bain & Company where she specialised in financial services strategy, working for clients in banking, insurance and wealth management in Australia and Canada. She has done pro-bono work for non-profits including the Aboriginal Trust Fund Remuneration Scheme, OzHarvest and Whitelion, chaired the board of the Youth Food Movement Australia, and founded Aussie Babywearers for Refugees.
Mr. Mather is CIO U.S. Core Strategies, Head of ESG Investing and a managing director in the Newport Beach office. He is a member of the Investment Committee and a generalist portfolio manager. Previously he was head of global portfolio management. Before that, he led portfolio management in Europe, managed euro and pan-European portfolios and worked closely with many Allianz-related companies. He also served as a managing director of Allianz Global Investors KAG. Prior to these roles, Mr. Mather co-headed PIMCO's mortgage- and asset-backed securities team. Prior to joining PIMCO in 1998, he was a fixed income trader specializing in mortgage-backed securities at Goldman Sachs in New York. He has 25 years of investment experience and holds a master's degree in engineering, as well as undergraduate degrees, from the University of Pennsylvania.
Victoria McKenzie-McHarg is the Manager of Strategy and Planning at Bank Australia, and Chairperson of the Climate Action Network of Australia (CANA). Victoria is passionate about the power of collaborative leadership to create systemic social change, and has previously worked as the Climate Campaign Manager at the Australian Conservation Foundation (ACF) and Environment Victoria. Victoria is also an Advisory Board Member of the Melbourne Sustainable Society Institute (MSSI) at the University of Melbourne, and the Strategic Director of Women’s Environmental Leadership Australia (WELA).
Georgina Laird is the Ethics and Impact Manager at U Ethical. With over $1.2bn in assets under management, U Ethical is one of the largest dedicated ethical investment managers in Australia. U Ethical apply stringent exclusion criteria across all funds, along with incorporating ESG factors in to the investment decision-making process. As Ethics and Impact Manager, Georgina is working to measure and evidence the impact of the portfolios using a Sustainable Development Goal framework.
Prior to joining U Ethical, Georgina worked as Sustainable Investment Analyst at Kames Capital, the UK based subsidiary of Aegon Asset Management. She holds a Bachelor of Science (Hons) in Mathematics from Heriot-Watt University in Edinburgh and has 9 years’ industry experience.
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.
As the Director of Private Finance for Development, Kristy leads DFAT’s work to catalyse private investment towards the SDGs in the Indo-Pacific. She leads the Department’s work on gender lens investing, impact investing, SME finance and financial inclusion and has established a number of new partnerships and initiatives in this area. She has experience across the government, private and NGO sectors working in development finance, impact investing, climate change and environmental policy. She has a Masters in Environmental Law and a Bachelor of Environmental Science (Hons) from the University of Sydney and is studying an MBA.
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.
Alison joined Regnan in 2016 with responsibility for managing the engagement program, as well as supporting research and advocacy activities. She has worked in sustainability for over a decade and was formerly the Head of Sustainability at Westpac where she oversaw the development of ESG frameworks and policy. She has been a director of the UN Global Compact’s Australian Network and a member of the AA1000 technical standards committee. Alison has also held roles in corporate strategy in the financial sector and undertaken a number of sustainability consulting projects with leading UK organisations.
Alison holds a Bachelor of Commerce, majoring in Human Resource Management and Marketing, from the University of New South Wales and a Master of Organisational Communication from Charles Sturt University.
Stephane is a principal of Alphinity Investment Management.
Stephane’s focus is on the Energy, Materials and Industrials sectors, as well as portfolio management oversight.
Stephane was previously a Vice President and Research Analyst for AllianceBernstein‘s Australian Equities fund covering the same sectors from 2005-2010. Stephane’s prior background was primarily in management consulting, having worked with McKinsey & Company from 1997 to 2002 in South Africa and Australia, leaving the firm as an Associate Principal. Prior to this, Stephane held Relationship Management roles within JP Morgan (Belgium) and Standard Corporate & Merchant Bank (South Africa). Stephane was also employed by SABMiller as Commercial Director Asia Pacific, ultimately responsible for launching and building a premium non-alcoholic beverage portfolio across the region. Stephane holds a Commercial Engineering degree (with high honors) from Universite Catholique de Louvain in Belgium. Stephane is fluent in French as well as German.
Michelle Brisbane was an attendee at the launch of the Ethical Investment Association (now known as RIAA) in 2000.
In the 20 years since, Michelle has been integral in helping grow the responsible and ethical investment space in Australia as Managing Director of Ethical Investment Services.
With the broader industry now coming to understand that people do care about what their money supports, she believes there is a great future ahead for responsible 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
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.
Jamie is Head of Market Development for Refinitiv’s Investing and Advisory business across ASEAN and Pacific, specialising in Predictive Analytics, Economics and ESG and Sustainable Finance with an emphasis on Macro and Political data in the investment process.
Prior to this, he worked in Product Development (New York) within financial markets focusing on Workflow automation, Research Production and Macro forecasting within various Thomson Reuters business streams. Jamie has also worked as a Major Account Manager in the Natural Gas arm of Exxonmobil
Having worked with teams across the globe to drive business success, he brings a unique and transformative view to the challenges that regional organisations have. Jamie is passionate about sustainable investing in Asia, alternative data and the diversity, gender equality and inclusion that modern financial services require.
Jamie makes regular appearances at industry events, commenting on industry trends and regional macro focus. Most recently he spoke at the ASEAN Regulatory Summit in Singapore on the subject of Sentiment Analysis, and has worked with associations in Australia, Malaysia, and Thailand to introduce new workflows and technological solutions to the Banking, Asset Management and Academic communities.
Chris Croker, a Luritja man from Central Australia, is Managing Director of Impact Investment Partners (Impact IP) and has created an impact investment fund that empowers Indigenous Australians. Chris is passionate about closing the gap for Indigenous Australians through impact investing by building infrastructure that gives investors a good return while giving Indigenous communities access to reliable electricity, clean water and healthcare.
Tom is the CEO and Founder of Goodments. Goodments specialises in creating sustainable investing solutions for everyday people and advise professionals. With a mission to redirect capital to environmentally sustainable, socially responsible and ethical businesses, to secure our planet's future, making it a more equal and ethical place to live.
After a 17-year career in Wealth Management and Banking, Tom strives to balance social entrepreneurship and growing a for-profit start-up operating across multiple products and markets.
He has a background in Business Law and holds an Executive MBA. His experience spans across sales, strategy, product, innovation and insights roles.
Mary is the Head of Impact for HESTA and has been with the fund since early 2013. She has held senior roles in financial services organisations for over 15 years and is passionate about progressing responsible investment practices. HESTA is one of Australia’s largest superannuation funds with $53bn under management and over 850,000 members.
Mary is a 2015 Churchill Fellow awarded for the completion of international research on equity for women in pension systems.
Mary is the Chair of the Ministerial Advisory Council for Gender Equality in the State of Victoria. The Council’s role is to advise the Minister for Women on the Safe and Strong equality strategy.
Mary is also a councillor and former Mayor of the City of Glen Eira. Mary is also a Board Member of The Emergency Services Telecommunication Authority and an advisory panel member for the State Government, she is a past Chair of Reclink Australia, a National Not For Profit organisation offering sports and recreation opportunities to break the cycle for disadvantaged Australians.
Mary holds a Masters of Finance (Corporate Advisory) and has three young children.
As RIAA’s Manager of Operations and Member Services, Josh works across all areas of RIAA, back and front office. Josh is often the first point of contact for members and he provides support on many areas of RIAA's work plan, in particular working closely with RIAA’s financial adviser members. Josh holds a Bachelor of Commerce and Laws and a Diploma in Financial Planning.
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.
Jed Goodfellow has over 20 years’ experience working in the animal welfare sector. He is a lawyer by background and currently Senior Policy Officer at RSPCA Australia with a focus on legislative and regulatory issues affecting animal welfare. Jed has a PhD in animal welfare law and teaches Animal Law at Macquarie University on an annual basis.
Shatha is Legal Counsel for Animals Australia, and a former Prosecutor/Legal Counsel of RSPCA (SA). She is a lawyer experienced in the field of animal law protection, advocacy and prosecutions. Shatha engages in legal advocacy and legal challenges for the purposes of animal protection, and has mounted various State and Federal legal challenges on behalf of Animals. Shatha conducts undercover investigations across the Middle East and North Africa into the live animal export trade. Shatha also regularly guest lectures at law schools across Australia. In 2012, Shatha was named Australia’s Young Lawyer of the Year by the Law Council of Australia. Shatha also holds a Degree in Economics and a Masters in Commerce and spent nine years working in the financial services industry.
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.
Dr Katie Hepworth is the Director of Workers’ Rights at the Australasian Centre for Corporate Responsibility (ACCR). She has worked extensively on labour migration and workers’ rights in global supply chain, as both an academic and in policy and trade union roles. She holds a PhD in International Studies from the University of Technology, Sydney, and has published extensively on race, gender and migration. Her book At the Edges of Citizenship was published by Routledge in 2015.
Allyson joined Australian Ethical in October 2016 and oversees a range of customer-focused activities in the company, including client services, sales, marketing, brand management and communications. She has more than 20-years’ experience in financial services and has held roles with NAB Wealth (MLC), InvestSmart, Bell Direct, Zurich Financial Services, St. George Wealth and BT Financial Group.
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.
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.
Abhilash has over 15 years experience in impact investing globally. Previously, he was an impact investor at Elevar Equity, a microfinance consultant at Unitus and Director of Research at the Global Impact Investing Network. Currently, he leads social enterprise and impact investing activities at the Paul Ramsay Foundation.
Chris Nunn is Head of Sustainability at AMP Capital Real Estate. AMP Capital has a real estate portfolio valued at approximately A$28 billion, consisting of approximately 100 shopping centres, offices and industrial assets located mainly in Australia and NZ. Chris has 20 years' experience in sustainability with expertise in environmental law, sustainability consultancy, green building design and operations, sustainability rating systems, corporate sustainability strategy and reporting.
Chris initially trained and worked as an Environmental Lawyer, before moving into sustainability consulting in the building sector. At AMP Capital Real Estate, his role as Head of Sustainability involves working with the Funds Management team to set Sustainability (Environment, Social & Governance) strategies; engaging with key stakeholders within and outside the business to communicate our sustainability performance and initiatives; supporting Investment Managers & Property Managers to develop asset-level ESG plans to implement the Fund sustainability strategies; overseeing energy procurement; representing AMP Capital Real Estate through industry bodies; overseeing sustainability reporting including quarterly ESG updates to investors for each Fund and our annual submission of the Global Real Estate Sustainability Benchmark (GRESB) survey.
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.
Duncan has specialized in the field of responsible investment for over 20 years, both in Australia and internationally. In addition to his work with ISS ESG (previously CAER), Duncan served for 10 years on the board of the industry body for responsible investment in Australia, the Responsible Investment Association Australasia (RIAA) (the last few years as Chair), and for 10 years as a director of the Hong Kong-based Association for Sustainable and Responsible Investment in Asia (ASrIA). Duncan also co-Chairs one of the Technical Working Groups in the Australian Sustainable Finance Initiative (ASFI), as well as serving on that organisation’s Co-ordinating Working Group.
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.
Ross Piper is the Chief Executive Officer of Christian Super. He has over 25 years of leadership and management experience in corporate and non-profit contexts. Prior to Ross’ appointment as Christian Super CEO in Jan 2018, he was COO with World Vision Australia and also served with World Vision International for several years in the Middle East and various countries of the former Yugoslavia.
During his career Ross has held a number of positions in the corporate sector, primarily in investment banking and mining. He was Head of Corporate Risk for Macquarie Group for several years, and his early professional experience was gained in Indigenous communities and the mining sector, where he worked in the area of Native Title and community enterprise development. He has served on several boards, including six years as a Director and Board Chair of AgroInvest Foundation, a large microfinance bank serving rural families in Serbia and Montenegro. He recently served for 2 years on the Advisory Board of the Shared Value Project in Australia. He currently sits on the Boards of the Responsible Investment Association of Australia (www.responsibleinvestment.org), the Fund Executive Association Limited (www.feal.asn.au), Cinnamon Network Australia (www.cinnamonnetwork.com) and SEED (www.seed.org.au).
Ross’ formal qualifications include a BSc (Geophysics), GradDipEd, and MBA (Deakin University).
Martin leads the debt platform in Asia Pacific for Nuveen Real Estate. He is responsible for originating and managing the debt portfolio, along with building relationships with partners looking to co-lend in association with house capital.
Martin joined the business from CBRE where he started the debt and structured finance business. Entering the real estate industry in 1987, he has extensive experience, having held roles with R&I Bank and BankWest where he was responsible for building the BankWest business. Martin then formed Bamford Partners, which focused on property finance, debt and equity raising, and fund management, before merging into Moss Capital.
Martin graduated with a B.S., honours, from Birmingham University, U.K. and is a regular attendee at Business School and YPO Harvard programmes. He is a responsible manager, having been on a number of Australian Financial Services Licences (AFSLs). Martin has also completed post-graduate certifications with U.K. and Australian financial services organisations.
Professor Robynne Quiggin is a Wiradjuri lawyer who has worked across legal and policy areas of relevance to Aboriginal and Torres Strait Islander Australians including financial services, consumer issues, human rights, governance, rights to culture, heritage and the arts. Robynne has served on the board of Bangarra Dance Theatre, the Australian Institute of Aboriginal and Torres Strait Islander Studies (AIATSIS) and was formerly a Trustee of the Australian Museum. She currently chairs the Board of the NSW Aboriginal Housing Office chairs Westpac’s Indigenous Advisory Committee, is a member of Westpac’s Stakeholder Advisory group and IAG’s Consumer Advisory Board.
Dave has been an adviser for 19 years and specialises in working with professionals and small business owners who are highly motivated to achieve their own definition of success. He guides his clients to achieve what is important to them and to live the life of their dreams.
Amanda is an ethics analyst at Australian Ethical Investment where she evaluates the impacts companies’ products, services and operations have on people, the planet and animals. Prior to joining Australian Ethical, Amanda was a Senior Associate in the Allens Competition and Consumer Law team. Amanda also volunteers as a senior lawyer with the Animal Law Institute and was Chair of the NSW Young Lawyers Animal Law Committee from 2015 to 2017.
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.
Rodger Spiller has been involved in responsible investment since the early 1980s. He has an outstanding track record in responsible investment research and advice and is one of New Zealand’s most experienced and knowledgeable personal investment practitioners.
After qualifying as a Chartered Accountant, Rodger completed a Master of Commerce (First Class Honours) and then a PhD in responsible investment and business. He led the managed funds and investment research firm IPAC, before establishing his own firm Money Matters. Rodger is an AFA and CFP, was voted Inaugural New Zealand Financial Planner of the Year and was the first New Zealand RIAA Certified Responsible Investment Adviser.
Rodger served as a Director of the Responsible Investment Association for over ten years, Member of the Securities Commission, Member of the Nominating Committee for the Guardians of the New Zealand Superannuation Fund, Chairman of the NZ Association for Investment Advisers and Financial Planners, Director of Transparency International (NZ) and Executive Director of the NZ Business Council for Sustainable Development. He is a member of the Sustainable Finance Forum Technical Working Group.
He authored The Essential Guide to Financial Planning (CCH), several chapters for the Australasian book Ethical Investment, chapters for other local and internationally published books and academic along with practitioner articles.
Lucy Steed is the Chief Executive Officer and Co-Founder of Melior Investment Management, a dedicated Australian equities impact investment manager. Lucy established Melior from the ground up with the objective of delivering competitive market returns and positive social and environmental impacts aligned to the Sustainable Development Goals.
Lucy has 18 years’ experience working at leading fund managers, investment banks and management consulting firms in Sydney, London and New York. Prior to Melior, Lucy held a number of senior positions including Head of Managed Accounts and Funds at BT Financial Group.
Lucy is a Graduate of Australian Institute of Company Directors. She received a Master of Commerce (Finance and Banking) and a Bachelor of Commerce (Accounting and Marketing) from the University of Sydney.
James joined Morphic in 2016. He was previously Head of Investment Research at Knight Vinke, a leading activist investor focused on European companies, based in Zurich and London.
Prior to this, James was Head of Investment Research for a single family office in Zug, Switzerland following more than 10 years at Swiss Reinsurance Company initially as a UK Equity Portfolio Manager, based in London, followed by a sector specialist analyst role for a multi-billion CHF proprietary absolute return global equity fund, based in Zurich.
James is a stock picker and has experience across a wide range of sectors with a European and North American regional bias.
James holds a B.A (Hons) in Industrial Economics from Nottingham University.
Trevor is the Managing Director of Ethinvest, where he has worked since 1997.
He is also a Trustee of the John T Reid Charitable Trust, the Community Impact Foundation, the Ross Knowles Foundation and the McKinnon Family Foundation. Trevor was a founding director of the Difference Incubator and Australian Impact Investments and is a director of the Darwin Challenge.
Prior to joining Ethinvest Trevor worked for six years in Paraguay in Economic Development and prior to that as Senior Economist for AP Dow Jones - Telerate.
He enjoys running, reading and Nordic noir.
Michael was founding Chief Executive of Social Ventures Australia from 2002 - 14, after 15 years as a co-founder and Executive Director of Macquarie Group’s private equity arm, Macquarie Direct Investment. He currently has a range of primarily social purpose Chair and board roles including Chair of Goodstart Early Learning and the Paul Ramsay Foundation; Executive Director of For Purpose Investments, a Director of M H Carnegie & Co, Sunsuper (where he is Investment Committee Chair), Hearts & Minds Investments, Australian Philanthropic Services and Adjunct Professor at the Centre for Social Impact at UNSW. He is Chair of the Federal Government’s Social Impact Investing Task Force and the author of ‘Jumping Ship – From the world of corporate Australia to the heart of social investment’ which won the prestigious Ashurst Business Literature Prize. The book reflects on his personal and professional journey and has been a widely acclaimed manifesto for change and action in the social purpose sector. He holds a BA (Hons) from the University of Melbourne and an MBA from Harvard University.
Michael’s passion for Responsible Investment (RI) started in 2000 when after 10 years in an executive role in “mainstream” wealth management he founded Corporate Monitor, co-founded Ethical Investor magazine and took the helm for a short stint as chair of the Ethical Investment Association (now RIAA).
Alongside monthly news, views and features, the magazine’s Corporate Monitor tables published the world’s first ESG ratings on listed public companies as well the performance of RI funds, making Ethical Investor the world’s first consumer print publication dedicated to RI and Corporate Social Responsibility. After 100 monthly issues and over 400 weekly newsletters, in 2011-12 both business units were taken up by new owners CAER (Corporate Monitor) and Australian Ethical Investments (Ethical Investor).
During this period Michael was Convenor of the Australian Sustainability Awards which for over a decade recognized and publicised the best Australian achievements in RI and CSR.
Michael then turned his attention to director and executive roles in RI, including stints at Hunter Hall and most recently as CEO of UCA Funds Management (now Uethical).
In 2018-19 he took a well-earned break (or should that be surf breaks?) and is now getting more actively involved in the sector on a part-time basis.
Kate Webster is a Senior Responsible Investment Analyst at First State Super (FSS) focusing with the team on integrating responsible investment principles within the c. AUD100bn of investments, including directly held investments and with fund managers. Additionally, Kate is heavily involved in the implementation of the Fund’s Climate Change Transition Plan and establishing a methodology for FSS to measure and monitor the impact of its investments on the environment and society.
Prior to joining FSS Kate has worked in research at the University of Sydney and utilities and infrastructure debt and equity financing at ANZ and Palisade Infrastructure Partners. Kate holds a BSc. (Hons) from Manchester University, UK, an MBA from Melbourne Business School and a Masters of Sustainability from the University of Sydney.
Cassandra has over 20 years experience in the Financial Services sector. She has worked for researchers & gatekeepers, banks and fund managers.
Cassandra brings rich experience in reviews and ratings, based on her time as Director of Research at CANSTAR, where she launched and lead the now industry-standard 5 Star Ratings. She was appointed to ASIC’s Consumer Advisory Panel. Most recently Cassandra ran a FinTech start-up.
At RIAA, Cassandra leads our Certification and Ratings Program and will build out our consumer-facing content and resources.
Cassandra has a Bachelor of Business, MBA and Graduate Diploma in Applied Finance and Investment.
Farren has 19 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.
Farren has tailored ethical solutions for clients for over a decade, developing ethical investing policies, designing ethical portfolios, reviewing exposures, providing impact investing advice and running tailored workshops for multi-generational families and NFPs around ethical and impact investing.
In addition to being a Partner at Koda Capital, Farren is the Deputy Chair of the Board of the Royal Botanic Gardens Foundation Victoria and Chairs the Finance and Audit Committee and is on the Investment Committee of the Aesop Foundation. As a former Investment Committee member of The Myer Foundation, Farren undertook due diligence on impact investments for culminating in the foundation’s first impact investment in 2015.
Farren is a Bard Member of RIAA has been on expert panels for the Generosity Forum, RIAA, Philanthropy Australia and GiveWell.
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 and Bachelor of Science and holds financial planning qualifications (DFP and CFP). She is a member of the the Responsible Investment Association Australasia, the Australian Institute of Company Directors and Financial Planning Association.