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Iwi welcome
RIAA welcome & update on market
Simon O'Connor
  • Simon O

    Simon O'Connor

    CEO of Responsible Investment Association Australasia

    Simon operates at the intersection of economics, finance and sustainability and has extensive international experience as an economic adviser, investment analyst and sustainability consultant across finance, corporate and not for profit sectors.

    Simon 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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CEO panel
Rebecca ThomasMichael Bennetts

The ESG journey for Z Energy and the role of business in delivering on national social and environmental goals

  • Rebecca Thomas (CEO of Mint Asset Management)

    Rebecca Thomas

    CEO of Mint Asset Management
  • Michael Bennetts (Chief Executive Office at Z Energy Limited)

    Michael Bennetts

    Chief Executive Office at Z Energy Limited
NZ Sustainable Finance Forum
Simon O'ConnorMatt Whineray

The Co-Chair of the Sustainable Finance Forum will provide insights into their vision of a financial system that is aligned with New Zealand’s 21st century sustainability challenges such as meeting Paris commitments around reducing our emissions and achieving the UN Sustainable Development Goals.

  • Simon O

    Simon O'Connor

    CEO of Responsible Investment Association Australasia
  • Matt Whineray (Chief Executive Office at New Zealand Superannuation Fund)

    Matt Whineray

    Chief Executive Office at New Zealand Superannuation Fund
Morning tea
Active Ownership
Nick DravitzkiAlan FitzpatrickNatalia FuentesBrynn O'BrienDaniel Smith

using the full RI toolkit to influence corporate behaviour and improve responsible investment outcomes, with global insights across trends in voting, engagement, and the rise in shareholder resolutions.

  • Nick Dravitzki (Portfolio Manager at Devon Funds Management)

    Nick Dravitzki

    Portfolio Manager at Devon Funds Management
  • Alan Fitzpatrick (Vice President, Product Specialist - Responsible Investment at BMO Global Asset Management)

    Alan Fitzpatrick

    Vice President, Product Specialist - Responsible Investment at BMO Global Asset Management
  • Natalia Fuentes (Senior Associate, Client Services at Sustainalytics)

    Natalia Fuentes

    Senior Associate, Client Services at Sustainalytics
  • Brynn O

    Brynn O'Brien

    Executive Director of Australasian Centre for Corporate Responsibility (ACCR)
  • Daniel Smith (General Manager at CGI Glass Lewis)

    Daniel Smith

    General Manager at CGI Glass Lewis
Lunch
ESG Insights and Trends to Watch
Jamie CoombsMatthew GoldsackMarian PoirierJorge Waayman

A deeper dive into leading practices and global ESG developments.

  • Jamie Coombs (Head of Market Development, Investing and Advisory, ASEAN and Pacific at Refinitiv)

    Jamie Coombs

    Head of Market Development, Investing and Advisory, ASEAN and Pacific at Refinitiv
  • Matthew Goldsack (Head of Investment Solutions at BT Funds Management (NZ) Limited (BT))

    Matthew Goldsack

    Head of Investment Solutions at BT Funds Management (NZ) Limited (BT)
  • Marian Poirier (Senior Managing Director of MFS Investment Management)

    Marian Poirier

    Senior Managing Director of MFS Investment Management
  • Jorge Waayman (Investment Analyst at Harbour Asset Management)

    Jorge Waayman

    Investment Analyst at Harbour Asset Management
Impact Investor Insights NZ
Dr Jamie NewthRangimarie PriceRebekah SwanDennis TurtonCarly Hammond

Discussing the launch of the new Impact Investor Insights Report by RIAA and University of Auckland

  • Dr Jamie Newth (Lecturer in innovation and entrepreneurship at University of Auckland Business School)

    Dr Jamie Newth

    Lecturer in innovation and entrepreneurship at University of Auckland Business School
  • Rangimarie Price (CEO of Amokura Iwi Consortium Ltd)

    Rangimarie Price

    CEO of Amokura Iwi Consortium Ltd
  • Rebekah Swan (ESG Investment Specialist, NZ / Client Advocate / Head of Product at AMP Capital Investors (NZ) Limited)

    Rebekah Swan

    ESG Investment Specialist, NZ / Client Advocate / Head of Product at AMP Capital Investors (NZ) Limited
  • Dennis Turton (Chief Executive at Trust Waikato)

    Dennis Turton

    Chief Executive at Trust Waikato
  • Carly Hammond (Impact Investment Forum Program Manager at Responsible Investment Association Australasia)

    Carly Hammond

    Impact Investment Forum Program Manager at Responsible Investment Association Australasia
Afternoon tea
Fiduciary duty
Aaron DrewMatthew Mimms

The vast majority of the worlds and New Zealand’s investable assets are in the hands of investment fiduciaries. Fiduciaries include trustees and directors, advisers, investment committee members, and asset managers. In this session Aaron Drew will discuss fiduciary duties in relation to recent legislation passed in New Zealand governing Trusts and Financial Service providers, and in relation to global best practice fiduciary standards. A key duty emerging globally is consideration of Socially Responsible Investing. Aaron will discuss how the legal position on this is rapidly changing as evidence has mounted that rather than comprising investment outcomes, SRI can reduce risks and improve returns.

  • Aaron Drew (Principal at MyFiduciary Limited)

    Aaron Drew

    Principal at MyFiduciary Limited
  • Matthew Mimms (Managing Director of The Investment Store)

    Matthew Mimms

    Managing Director of The Investment Store
Big Ideas, for the next ten years
Louise AitkenJohn BerryBarry CoatesSimon O'ConnorSimon Millar

After ten years of RI New Zealand Conference, we take stock of the last decade and look ahead to the big ideas that will shape the next decade. Four presenters give us their view on the big ideas for RI for the next 10 years.

  • Louise Aitken (CEO of Ākina Foundation)

    Louise Aitken

    CEO of Ākina Foundation
  • John Berry (CEO and Director of Pathfinder Asset Management)

    John Berry

    CEO and Director of Pathfinder Asset Management
  • Barry Coates (Founder and CEO of Mindful Money)

    Barry Coates

    Founder and CEO of Mindful Money
  • Simon O

    Simon O'Connor

    CEO of Responsible Investment Association Australasia
  • Simon Millar (Executive Director of Pure Advantage)

    Simon Millar

    Executive Director of Pure Advantage
Wrap up
Matthew Mimms
  • Matthew Mimms (Managing Director of The Investment Store)

    Matthew Mimms

    Managing Director of The Investment Store

    Matthew Mimms is the Founder and Managing Director of The Investment Store. Matt has over 30 year's experience in financial services in both the UK and New Zealand. Immediately prior to establishing the Investment Store, Matt was head of Retail Sales and Service at BT Funds Management.

    Matt has been integrally involved in the NZ investment and financial adviser industry for 20 years including a 2 year stint as Chair of the Auckland branch for the then named Financial Planners and Insurance Advisers Association. Matt is a strong advocate for responsible investing and is currently a board member of the Responsible Investment Association of Australasia (RIAA).

    He has a business degree from the University of Sheffield (UK) and a Diploma in Business Studies (personal financial planning) from Massey University.

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Networking canapés and drinks

Located in the foyer