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Attendees arrive at KPMG

KPMG
Level 1, Viaduct Harbour,
Avenue 18, Auckland

Welcome from KPMG
Erica Miles
  • Erica Miles (Director of KPMG New Zealand)

    Erica Miles

    Director of KPMG New Zealand

    Erica leads KPMG’s Sustainable Value Practice in New Zealand. Erica is a passionate and experienced non-financial risk management professional, with over 25 years of experience. With a thorough understanding of the environmental and social issues facing an organisation, Erica provides practical and reasoned advice on better practice ESG governance, strategy, systems and culture to improve organisations’ performance through the successful management of their material environmental and social risks and opportunities.

    Erica works across all elements of the ESG/Investment value chain, from ESG due diligence, stakeholder engagement, ESG risk identification and management, governance, strategy design and policy, EHS management systems, compliance and internal audit, through to reporting and assurance. Erica believes in working with clients to develop practical solutions that create long-term value for all stakeholders. Erica is also an independent assessor for RIAA’s responsible investment certification programme.

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Welcome from RIAA / Why it’s time to focus on leading practice
Simon O'Connor

Shifting from growing RI assets to improving quality of approach- Leading practice across the RI spectrum from ESG to impact

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

    Simon O'Connor

    CEO of Responsible Investment Association Australasia
Implementing RI Strategies
Erica Miles

Insights from audits of the RIAA cert program

  • Erica Miles (Director of KPMG New Zealand)

    Erica Miles

    Director of KPMG New Zealand
Update on the RIAA certification program
Cassandra Williams

Lifting standards for a more impactful industry

  • Cassandra Williams (Certification and Ratings Manager at Responsible Investment Association Australasia)

    Cassandra Williams

    Certification and Ratings Manager at Responsible Investment Association Australasia
Panel discussion
David Beattie
  • David Beattie (Joint CEO and CIO of Booster Investment Management)

    David Beattie

    Joint CEO and CIO of Booster Investment Management

    David has over 35 years’ experience in research and investment management and has been Chief Investment Officer for Booster Financial Services since November 2000. Prior to joining Booster, David
    spent 17 years at Westpac Financial Services, where had a variety of roles, including three years as General Manager Investments, and five years as Chief Investment Officer.
    David has a Bachelor of Management Studies degree, with majors in Economics,
    Maths & Marketing. He is an Associate Member of the Institute of Actuaries, an Associate Member of the Institute of Financial Advisers and a Member of INFINZ, the Institute of Financial Professionals of NZ.
    When he is not looking after people’s money, David is a NZ Football (soccer) Referee Badge holder and referees senior men’s Central League football matches most weekends.

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Financial Advisers
Joshua Edmunds

Certification standards and what they entail

  • Joshua Edmunds (Manager of Operations and Member Services at Responsible Investment Association Australasia)

    Joshua Edmunds

    Manager of Operations and Member Services at Responsible Investment Association Australasia
Refreshments served and then attendees depart