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PRESENTATIONS
Click on the speakers to unveil a pdf of their slides. Some speakers did not use slides due to the nature of the panel. Please note that all of the presentations are under strict copyright and cannot be used for presentation purposes.
INVESTING MODELS FOR A CHANGING WORLD Fred Buenrostro Jr., Retiring CEO, CalPERS, United States
CLEAN TECHNOLOGY – ALIGNING EMISSION TARGETS WITH INVESTMENT MODELS Chris Greenwood, Head of Research New Energy Finance, United Kingdom Steve Falci, VP, Sustainable Investments KBC, Belgium Helga Birgden, Head of Responsible Investment Asia Pacific Mercer Jennifer Westacott, Partner Sustainability, Climate Change and Water KPMG Craig Roussac, GM, Sustainability, Safety and Environment Investa Property Group Chair: Peter Castellas, Managing Director Clean Technology AustralAsia
ESG RESEARCH – UNDERUSED, UNDERESTIMATED OR SIMPLY MISUNDERSTOOD? Eric Borremans, Head of SRI BNP Paribas Asset Management, France Bernie Connolly, Director UBS Wealth Management David Atkin, CEO CBUS Andrew Gray, Head of ESG Research Goldman Sachs JBWere John Coombe, Executive Director JANA Taskmaster: Amanda McCluskey, Head of Sustainability and Responsible Investment Colonial First State
HORIZON ISSUES FOR RESPONSIBLE INVESTORS Donald MacDonald, Trustee BT Pension Fund and Chair, PRI United Kingdom Introduced by Liz Compton, EPA Victoria
MONEY GROWS ON TREES – AND IN THE SOIL…. THE BATTLE FOR ARABLE LAND Greg Bourne, CEO WWF-Australia Bill Hartnett, Managing Director, Australasia Innovest Strategic Value Advisors Bob Welsh, CEO VicSuper Chair: Angus Calder, Executive Director Murray Darling Management
MAKING FINANCIAL MARKETS SUSTAINABLE Raj Thamotheram, Director, Responsible Investment AXA Investment Managers, United Kingdom. NOTE: Individuals who are actively engaged in the RI field are welcome to use Raj's presentation to reach out to more audiences. Please return the completed “License to Present Application” to Cecile Churet at cecilechuret@gmail.com. Robert Swift, Head of Multi-Strategies BT Investment Management Chair: Stephen Mayne, The Mayne Report
THE RI SCENE
EVERYTHING YOU EVER WANTED TO KNOW ABOUT RI IN AUSTRALIA TODAY Michael Walsh, Executive Director Corporate Monitor Pru Bennett, Director CGI Glass Lewis
THE ENTIRE BUSINESS CASE FOR RESPONSIBLE INVESTMENT IN 45 MINUTES! Louise O’Halloran, Executive Director, RIAA. For a license to present the Enlightened Self Interest slide show please apply by emailing Louise.
UNRAVELLING THE MYSTERIES OF CARBON TRADING Daniel Rossetto, Vice-President Environmental Markets, JP Morgan Anthony Collins, General Manager, Emerging Markets, Australian Securities Exchange Chair: Lisa Wade, Managing Director, Arkx Carbon Fund
PRI SIGNATORIES/INSTITUTIONAL INVESTORS WORKSTREAM
ASSET ALLOCATION MODELS AND ALTERNATIVE INVESTMENTS Helga Birgden, Head of Responsible Investment, Mercer, Asia Pacific David Russell, Co-Head of Responsible Investment, Universities Superannuation Scheme United Kingdom William Mills, Managing Partner, AIG Multi-Strategy ESG Hedge Fund of Funds United States Facilitated by: Steve Gibbs, Chair, Responsible Investment Academy RIAA
PRINCIPLE ONE – CHALLENGES OF INTEGRATION Fred Buenrostro Jr, Retiring CEO, CalPERS, United States David Shearwood, CEO, Atom Funds Management Dr Ian Woods, Senior Research Analyst Sustainability, AMP Capital Investors Chair: Gordon Noble, Principal, Responsible Investment Consultants
PRINCIPLE TWO - COLLABORATIVE ENGAGEMENT, VOTING, RESOLUTIONS AND LITIGATION Donald MacDonald, Trustee BT Pension Fund and Chair, PRI, United Kingdom Dave Zellner, CIO, General Board of Pension and Health Benefits, Uniting Methodist Church, United States Ann Byrne, CEO, ACSI James Thier, Executive Director, Australian Ethical Investment Chair: Erik Mather, Managing Director, Regnan
INVESTING IN EMERGING NATIONS Helga Birgden, Head of Responsible Investment Mercer, Asia Pacific Melissa Brown, Executive Director ASrIA, Hong Kong David Gait, Portfolio Manager SRI Asia Fund, Colonial First State Global Asset Management, United Kingdom Chair: Bill Hartnett, Managing Director Australasia, Innovest Strategic Value Advisors
FINANCIAL ADVISERS WORKSTREAM
BUILDING YOUR BUSINESS AS A RESPONSIBLE INVESTMENT ADVISER Megan Lewis, Director, Futureffect and Development Consultant, RIAA
INTENSIVE INTERACTIVE WORKSHOP - RESEARCHING RI COMPANIES AND FUNDS Trevor Thomas, General Manager Ethinvest Steve Falci, VP Sustainable Investments KBC, Belgium Glenn Fozard, Client Adviser, Intersuisse Taskmaster: Terry Pinnell, Principal, Directed Ethical Investment
PPFs – A PERSONAL TALE Chris Cuffe, CEO, Social Ventures Australia
HNW AND RESPONSIBLE INVESTMENT Matt Christensen, Executive Director, EuroSIF, France Tim Hardy, Head of Philanthropy, National Australia Trustees Chair: Greg Chipman, Managing Director, CJC
OVERCOMING THE HURDLES TO BECOME A RESPONSIBLE INVESTMENT ADVISER Michelle Brisbane, Financial Planner, Ethical Investment Services Adrian Young, Managing Director, Equity Trustees Superannuation Robert Vicary, Principal, High Grove Securities Moderator: Bill Sharp, Senior Adviser, Financial Life Planners
MISSION INVESTORS WORKSTREAM
INTRODUCTION Angus Graham, Head of Investor Sales Markets, ANZ
SCALING GREAT HEIGHTS THROUGH MISSION INVESTING Dave Zellner, Chief Investment Officer General Board of Pension and Health Benefits Uniting Methodist Church, United States (please note that Dave differed slightly from this speech when it was delivered) Chair: Sue Norman, Executive Director, UCA Funds Management
MICROFINANCE PRODUCTS FINALLY COME TO AUSTRALIA! Bas Ruter, Managing Director, Triodos Bank, The Netherlands Chair: Belinda Drew, CEO, Foresters ANA Mutual Society
WALKING THE TALK – CASE STUDIES ON HOW TO DEVELOP AND IMPLEMENT AN ETHICAL INVESTMENT POLICY Peter Kingston, Partner, KMPG and Treasurer, WWF-Australia William Mills, Managing Partner, AIG Multi-Strategy ESG Hedge Fund of Funds, United States Chair: Peter Kinder, CEO KLD, United States
GETTING TO THE HEART OF ISSUES THAT DRIVE RESPONSIBLE INVESTORS Dr Ian Woods, Senior Research Analyst AMP Capital Investors Melissa Brown, Executive Director ASrIA Duncan Paterson, CEO CAER Serena Lillywhite, Brotherhood of St Laurence Chair: Peter Kinder, CEO KLD, United States
A STEP BY STEP GUIDE ON HOW TO BUILD A NON-EQUITIES RESPONSIBLE INVESTMENT PORTFOLIO Simeon Michaels, Deputy President RIAA Angus Graham, Head of Investor Sales Markets, ANZ Matthew Moore, Portfolio Manager Uniting Financial Services
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