SUMMIT AGENDA

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Day 1

9 February 2021

Virtual exhibition

9:00am - 9:30am

Introduction from MC

9:30am - 9:40am

Defining “responsible” investing in a changing world

9:40am - 10:00am

Introduction | ESG 101

“Ethical”, “sustainable” and “ESG” are all terms used that take account of clients’ concerns around making a net positive impact on the world. How do we quantify each term and measure the impact it is having on a client’s portfolio and the world at large?

This session will break down some of the common ethical investing terms and provide a framework to assess and discern between different products as well as players and providers in the space. We’ll point you in the right direction to credible resources that will assist you in the due diligence process to making informed ESG decisions.

Simon O’Connor

SIMON O’CONNOR

CEO, Responsible Investment Association Australasia; Co-Chair, Australian Sustainable Finance Initiative

Q&A

10:00am - 10:10am

Navigating ESG in Australia: How to select the ideal fund for your clients' needs - identifying risks, seizing opportunities

10:10am - 10:30am

Risk Ratings | Strategies | Investment

Over the past 15 years, responsible investing in Australia has evolved from a fringe practice to one of the top investment trends. Australia’s emissions-intensive economy, policy vacuum and renewables boom create a complex set of risks and opportunities for investors to monitor.

In this session we look at we look into a comprehensive ESG risk assessment of the S&P/ASX 200 and an analysis of the three dominant themes in Australia – energy and climate policy, modern slavery in supply chains, and ethics in the financial sector.

Dr. Stuart Palmer (BA, LLB, MLitt, PhD)

DR. STUART PALMER (BA, LLB, MLITT, PHD)

Head of Ethics Research, Australian Ethical Investment

Leah Willis

LEAH WILLIS

Head of Client Relationships, Australian Ethical Investment

Q&A

10:30am - 10:40am

Fidelity International Investment Showcase

10:40am - 11:00am

There is no economy without water, and no sustainable economy without water and waste management.

With a growing world population, improving water and waste management is becoming a vital issue for governments and businesses to address. Companies in these under-researched sectors stand to benefit from powerful structural growth drivers, offering investors the opportunity for growth and diversification.

Fidelity’s recently launched Sustainable Water and Waste Fund gives investors an unique opportunity to harness growth in demand for these services and contribute to their capacity for sustainable resource management for the benefit of both people and the planet. The Fund integrates ESG issues in its investment process leading to superior sustainable characteristics of the fund.

With 20 years’ experience, Portfolio Manager, Bertrand Lecourt discusses these compelling themes, his investment process and why investors should consider this fund.

Bertrand Lecourt

BERTRAND LECOURT

Portfolio Manager, Fidelity Sustainable Water & Waste Fund

Virtual exhibition

11:00am - 11:15am

ADVISER PANEL: Meet the movers and shakers of sustainability in advice

11:15am - 11:35am

In this adviser panel, meet the ESG champions who have successfully adopted strategies for their clients and advice practices. Discover their journey and learn how they have navigated conversations, overcome common pitfalls and delivered value to their clients through responsible investment.

Victoria Lindores

VICTORIA LINDORES

Financial Adviser & Partner, Koda Capital

John d'Apice

JOHN D'APICE

Partner, Investment Adviser, Crestone Wealth Management

ESG investing: What are the trade-offs?

11:35am - 11:55pm

Fees | Investments | Performance

Ethical investing products have been commonly thought of as having higher fees and lower returns. But as the ethical sector has evolved into the mainstream of the investing world over the past few years, does this still prove true?

This session will analyse the latest data around ethical funds to discuss the perceived trade-offs between investing ethically and generating strong returns for clients.

David Rae

DAVID RAE

Financial Planner, Federation Financial Services

Q&A

11:55am - 12:05pm

Day 1 wrap-up

12:05pm - 12:15pm

Virtual exhibition

12:15pm - 5:00pm

Day 2

10 February 2021

Networking

9:00am - 9:30am

Introduction from MC

9:30am - 9:40am

Q&A

10:00am - 10:10am

Greenwashing: How to pick true ethical action over marketing spin

10:10am - 10:30am

Risk | Research | Ratings

With more and more fund managers seeking to be portrayed as 'ethical', it's easy for lines to blur between marketing speak and true ethical commitment.

This session will discuss examples of greenwashing and how financial services professionals can be on their guard for companies seeking to profit from the ethical trend. Discover the right questions to be asking to help you determine who is really doing a good job.

James Harwood

JAMES HARWOOD

Senior Portfolio Manager, Russell Investments

Neil Rogan

NEIL ROGAN

Head of Wholesale Partnerships, Australia, Russell Investments

Q&A

10:30am - 10:40am

Praemium Investment Showcase: A tailored approach to ethical portfolio

10:40am - 11:00am

The Black Summer bushfires were an inflection point for ESG, with more and more Australians now seeking access to ethical and sustainable investments.

In this session, Journalist Lachlan Maddock is joined by Praemium’s Head of Investment Managers and Governance, Damian Cilmi, to look at how technology is opening up the opportunity for advisers to support ethical investors in a new way and what options advisers have to deliver tailored ethical portfolios.

Damian Cilmi

DAMIAN CILMI

Head of Investment Managers and Governance, Praemium

Virtual exhibition

11:00am - 11:15am

How to prepare for ESG client conversations

11:15am - 11:35am

Value Proposition | Communication

An increasingly socially conscious community is demanding transparency and evidence of their investments’ impact on society and the environment.

In this session, you will learn to navigate scepticism and handle questions around ESG to engage the socially aware and the proactive Millennials in preparation for the great transfer of wealth. Find out how you can adopt conversation guidelines and ask the right questions to steer client conversation on delivering long-term value through responsible investment.

Alex Jamieson

ALEX JAMIESON

Founder & Financial Planner, AJ Financial Planning

Q&A

11:35am - 11:45am

Day 2 wrap-up

11:45am - 11:55am

Virtual exhibition

11:55am - 5:00pm