Board Members serve in an individual capacity. Organisational affiliations are given for information only.
DUNCAN PATERSON, PRESIDENT
Duncan is CEO of CAER – Corporate Analysis. Enhanced Responsibility. He has worked extensively in the field of socially responsible investment, both in Australia and in the UK with EIRIS, Experts in Responsible Investment Solutions. Duncan values the opportunity his work offers to combine research into company activities with direct dialogue with company representatives. As well as his involvement with RIAA, Duncan is also a Board member of the Hong-Kong based Association for Sustainable and Responsible Investment in Asia (ASrIA).
MATTHEW MOORE, SECRETARY & BOARD REPRESENTATIVE FOR THE CHRISTIAN INVESTORS FORUM
Matthew Moore is Portfolio Manager with Uniting Financial Services, which acts as the internal treasury of The Uniting Church in Australia NSW Synod and has one billion dollars of funds under management. He has worked in the finance industry for fifteen years, with a background in derivatives and portfolio management. He holds a Bachelor of Economics and a Master of Commerce.
LOUISE O’HALLORAN, EXECUTIVE DIRECTOR
Louise was appointed Executive Director of RIAA in 2002. She has worked in senior management roles in the not for profit sector in Australia, the United States and Britain including General Manager of Belvoir St Theatre in Sydney, and General Manager of the Australian National Playwrights Centre. She has an MBA from Macquarie Graduate School of Management, a BA in journalism from Charles Sturt University and spent three years in postgraduate studies at UNSW in business ethics. Louise is a Governor of WWF and in November 2006 she was chosen to be trained by Al Gore to deliver his slide show on climate change.
GREG CHIPMAN
Greg is Co-Founder and Managing Director of CJC Global a boutique financial services firm advising clients with operations in Asia Pacific, Europe, Middle East and North America. Prior to CJC Global, he has held senior management positions with Goldman Sachs JBWere and KPMG, specialising in the Australian and global wealth management and broader financial services markets (at both a retail and institutional level). His clients include numerous blue-chip financial institutions in both local and global markets and he also advises Government & regulators, professional services firms, peak industry bodies and HNW consumers on key domestic and global issues affecting the international financial services industry. Greg currently chairs the Network for Sustainable Financial Markets Global Wealth Management Group and sits on the Advisory Board of the worlds first Responsible Investment Academy (launched by the Australian Federal Government). He is a regular media & industry commentator, including at international forums. He holds Bachelor of Commerce and Bachelor of Laws degrees, and has completed post graduate studies in taxation, financial services regulation and international energy and climate law. Greg has also previously completed DFP / CFP studies and has been admitted as a Legal Practitioner to the Supreme Court of New South Wales.
KAREN MCLEOD
Karen McLeod is a Financial Planner at Ethical Investment Advisers in Brisbane. She is a Certified Financial Planner (CFP). At 24, she was one of the youngest advisers to receive this qualification in Australia. In addition, she has a Diploma of Financial Planning and a Bachelor of Business. Professionally, she is a member of the Financial Planning Association and the Responsible Investment Association. Karen has always been interested in the environment and living sustainably. In 2006, she realised that she could apply this personal interest to her work, by helping clients that were similarly minded. She now specialises in ethical investment.
DR RODGER SPILLER, BOARD REPRESENTATIVE FOR NEW ZEALAND
Rodger is a Certified Financial Planner, Chartered Accountant, Master of Commerce (First Class Honours) and holds a PhD in business ethics, socially responsible investment and business. Rodger has researched the ethical investment field for 20 years, been a regular media commentator, spoken internationally and written extensively including chapters for several books and numerous articles. Rodger is Managing Director of the personal investment advisory and financial planning firm, Money Matters (NZ) Ltd that he established in 1993. In 1997 Rodger was the New Zealand Institute of Management Small Business Manager of the Year and in 1999 he was voted Inaugural New Zealand Financial Planner of the Year. Rodgers consultancy business, Rodger Spiller & Associates, conducts research on the environmental, social and economic performance of New Zealand and Australian businesses for the Asteron ethical and sustainable investment fund.
AMANDA DOBBIE
Since 2002 as Head of Sales for Australia and New Zealand, Amanda Dobbie has been instrumental in developing the Australian business for Bloomberg Professional service. She leads the sales team, directing product enhancements and develops effective strategies that suit the needs of Australian and New Zealand markets.
During her 18 years at Bloomberg, Amanda has worked in a number of roles. Since 2009, Amanda has led the Asia Pacific team responsible for the development of equity products for investment managers. Recently her focus has been to identify and create business strategies in key growth areas including risk and sustainability. She has also designed and implemented Bloomberg’s philanthropic program in Australia.
Celebrated keynote speaker in sustainable investment conferences around Asia Pacific, she is also a Board Member of the Responsible Investment Association of Australasia, a Governor of the American Chamber of Commerce, and a Member of the CEO Institute.
Amanda holds a Science degree from University of Sydney, a Master of Commerce from University of New South Wales and a Bachelor of Law from University of Technology, Sydney.
PHILLIP VERNON
Phil Vernon is the Managing Director of Australian Ethical Investment, a pioneer of socially responsible investment in Australia and with $650m in funds under management across a range of managed funds and superannuation options. Prior to joining Australian Ethical he was with Perpetual Limited with experience covering funds management, superannuation and capital markets and served on its Executive Committee. Industry association experience includes Chairman of the Australian Securitisation Forum as well as Chair of its Education Committee and its Regulatory Committees. He has extensive experience in industry consultation, consensus building and advocacy initiatives to government. Phil is also director of Planet Ark an environmental not for profit.
PABLO BERRUTTI
Pablo joined Perpetual in 2007 as a Risk Manager in the Risk Group, following four years in similar roles at the Commonwealth Bank Group. Pablo has over 9 years financial services industry experience.
Since starting at Perpetual Pablo took a leading role in promoting and assessing environmental risks to Perpetual’s business and investments, with a particular focus on climate change. In August 2009 Pablo transferred to the Perpetual Investments division in the newly created role of Manager – Responsible Investments and Sustainability. Pablo had already begun the process of signing Perpetual Investments up to the United Nations Principles for Responsible Investment and this was finalised in October 2009. His role now involves the design, implementation and maintenance of Perpetual’s Responsible Investment Framework. Pablo has become very involved in industry’s focus on responsible investment which has involved interaction with clients and participation in industry groups such as Investor Group on Climate Change, RIAA and FSC ESG Working Group.
Pablo has a diploma of superannuation and a certificate IV in financial planning. He is in the process of completing a graduate certificate in sustainability with the Harvard extension school.
