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Private markets are becoming an increasingly important part of client portfolios, but how can financial advisers confidently incorporate responsible investment (RI) principles in this space?
Join us for a practical workshop as we launch RIAA’s new Responsible investment in private markets factsheet that will equip advisers with the tools to navigate ESG considerations across private equity, credit, infrastructure and real assets.
Drawing on real-world examples and common client scenarios, the session will explore how RI approaches including ESG integration, screening, stewardship and impact can be applied in private markets and where these differ from public market investing.
Participants will gain a clearer understanding of the risks and opportunities unique to private markets, including long-term illiquidity, data limitations, and the greater potential for influence through ownership and governance.
This session is designed for financial advisers seeking practical guidance on integrating responsible investment into private market allocations.
Head of Responsible Investment & Real Assets at Zenith Investment Partners
Dugald is Head of Responsible Investment & Sustainability for the broader Zenith Group. He has overall responsibility for the development and incorporation of key services across Zenith's and Chant West’s investment and super fund research, portfolio solutions and corporate divisions regarding responsible investment practices, including the Group's own activities as a corporate citizen. He is also Chair of the Group’s Responsible Investment Committee.
Dugald has spent more than 20 years in the investment research industry and has broad expertise across a wide range of asset classes and investment structures. Before joining Zenith, Dugald held a range of senior fund research roles with Property Investment Research and Adviser Edge, focusing on real estate and natural resources.
Director of Fradley Advice
Nathan Fradley is an Independent (923A) Specialist Financial adviser, well known for his commentary and insight into responsible investment.
His practice specialises on emotionally & technically complex client situations.
Nathan is also the Co-Host of the popular financial adviser Podcast “Challenge the Standard in Financial Advice”, Co-Host of “Weaving Gold” (A consumer audience Money Podcast) and he makes frequent appearances conferences, podcasts and in media.
Head of Global Asset Management at Nuveen Natural Capital
Skyeoversees portfolio strategy, construction, and monitoring of Nuveen NaturalCapital's farmland products. She also leads Nuveen Natural Capital's research,distribution and client services functions.
Skye began working in the asset management industry in 2000.Prior to joiningthe firm in 2019, she was a natural resources and agricultural equity portfoliomanager at BlackRock.
Skye graduated with a Bachelor of Agricultural Economics, with First ClassHonours, from the University of New England. She also holds a Graduate Diplomain Applied Finance and Investments from the Securities Institute of Australiaand the CAIA designation.
