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Philip Bateman

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Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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During a typical project, my clients go on to secure tens if not hundreds of millions of dollars, launch innovative technologies, significantly increase customers and have their businesses acquired. If you want to improve your business & marketing strategy, investor relations, brand, videos & access to institutional & HNW capital, I can help you now. By assessing yourself using my free Investor Trust Scorecard™, you will quickly see how you perform on the critical dimensions the world's leading businesses, institutional and sophisticated / HNW investment funds score highly on, & where to focus your time & effort. Since incorporating my firm Bravo Charlie® 14 years ago, I have completed over 120 projects in strategy, pitching, deal negotiation & investor relations across Australia, North America, Europe & Asia, for companies collectively managing billions of dollars including: - Kilara Capital, the Argyle Group & Kilter Rural - Atlassian, UnitingCare, AIG & QBE - Steinert, GrainCorp, Swinburne & RMIT - Global Victoria & Green Industries South Australia - The Victorian Chamber of Commerce - Geelong Manufacturing Council - Australia China Business Council I have deep industry experience working with farmers, agtech, cleantech, waste management, engineering firms & renewables, as well as filming through shipyards, ports, quarries, industrial recycling facilities & airports. I have also worked on heavy vehicle fuel technology innovations & electrification, FMCG & logistics, leading to a passion for the circular economy! My pro bono work includes artists, musicians, NGOs & charities, recently pitching a neuroscience innovation in youth mental health to the Prime Ministers' Office. Additionally, through my Smarter Impact™ show, I have interviewed over 80 of the world's best minds in Impact Investing, social change & business. Regularly speaking and holding workshops on the power of strategic marketing & video storytelling, I have done so at events such as the Australian Federal Government's Entrepreneurs' Programme National Conference, the CEO Institute, Small Business Victoria & the Australian Manufacturing Technology Institute (AMTIL). Along with being awarded a Hamer Scholarship as an Ambassador of Victoria to China, I have a Master's Degree in Entrepreneurship & Innovation, & over 20 certifications in strategy, negotiation, Impact finance, technology, film making & personal development. I look forward to learning about your ambitions & scaling your impact.

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  • Bravo Charlie

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.