Speakers
This session will ensure a focused, balanced and high-quality exploration of stewardship, engagement and shareholder activism. Given the complexity of active ownership, this panel allows for a discussion that reflects the realities of how stewardship operates across the investment ecosystem. Join us to hear a diverse set of perspectives directly from industry experts – including a large asset owner, a licensee responsible for approved product lists, and a global proxy voting specialist. These experts will discuss how advisers can exercise active ownership and ensure transparent communication while managing client wealth with care and due diligence. We will explore what meaningful and responsible engagement on behalf of clients looks like, and how advisers can shift from passive investors to active participants in practice, prioritising the long-term holistic well-being of their clients.
Country Head, Australia at Glass Lewis
Stanley Soosur leads business activities and manages key customer relationships for Glass Lewis across Australia and the Asia-Pacific region. With a distinguished career spanning over 19 years at the firm, Stanley has held a variety of leadership roles across service, relationship management, and sales.
His extensive tenure and broad functional expertise provide him with an unparalleled connection to the Australian and APAC marketplace. A recognized expert in corporate governance, Stanley focuses on bridging the gap between investors and issuers to drive meaningful improvements in stewardship activities. He is a frequent speaker at regional seminars and conferences, offering strategic insights to both investor and issuer audiences.
Stanley joined Glass Lewis in the San Francisco headquarters in 2007 before transitioning to the Sydney office in 2008 to expand the firm’s regional footprint. He earned his B.S. in Management and International Business with honors from San Francisco State University.
Certified Responsible Investment Adviser & Co-Founder of UNLESS Financial
Justin is a Certified Responsible Investment Adviser with nearly 20 years of experience in responsible investment, ethical finance and innovation. He helps individuals, families and NFPs align their finances with their values to shape a more just and regenerative future, grounded in long-term thinking and meaningful outcomes.
Before co-founding UNLESS, Justin was a Financial Adviser at Ethinvest, served nearly a decade on the board of RIAA, co-founded the Ethical Advisers’ Co-op and led The Emerald Club, where he launched Australia’s first platform dedicated to responsible investment for retail and wholesale clients.
He has contributed on ethical finance for The Guardian and Australian Financial Review, and is regularly invited to contribute his perspective on finance’s role in accelerating positive change.
Holding a Bachelor of Commerce (Accounting) and an Advanced Diploma of Financial Services, Justin is also a Fellow of the Centre for Sustainability Leadership, with a deep interest in systems change and catalytic impact.
