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In an investment landscape where responsible investment language is evolving rapidly, advisers need confidence not just in the concepts, but in how to explain them clearly and credibly to clients. This workshop tackles the jargon barrier head on, equipping advisers with a shared, practical understanding of key responsible investment and ESG terms, from foundational concepts to emerging terminology. Through facilitated round table discussions, participants explore what terms really mean in practice and how to translate them into clear, client‑ready conversations. Designed to be collaborative rather than didactic, the session builds capability, confidence and connection, while contributing to an annually refreshed industry glossary that reflects both new developments and adviser needs.
Head of Community Engagement at Trust Investments
Mark Longbottom is Head of Community Engagement at Trust Investments, where he leads relationships across the for-purpose sector, amplifying the work of charities, foundations, and iwi trusts through business development and content. He joined Trust Investments in 2024 and brings more than two decades of leadership experience in the charity and social impact sector, including roles as a charity and endowment specialist at Mercer NZ and eleven years leading the charity arm of St. James's Place Wealth Management in the UK. Based in Tāmaki Makaurau Auckland, Mark also hosts Purposely, a podcast where he talks with for-purpose leaders from across New Zealand about the work they do, and is proud to help build a stronger, more connected for-purpose sector across Aotearoa.
