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Our 2022
Schedules and Agenda

Schedule and Agenda

FULL AGENDA

08:00 AM - 09:00 AM

Registration and exhibition open

09:00 AM - 09:10 AM

Welcome from the Master of Ceremonies

09:10 AM - 09:40 AM

Ethical investment has evolved. Will you?

Environmental | Social | Governance

ESG is no longer a nice to have – The demand for ESG-led portfolios continues to soar as shareholders, investors and pension fund contributers become evermore ESG conscious.

In this session, discover the WHY behind ESG as we discuss how environmental, social and governance factors are currently and will increasingly have an impact on institutional asset owners, investment portfolios and the third-party managers who serve them.

In this session, you will discover:

  • A global evolution – How Australia measures up to ESG on a global scale and what ESG trends we can expect to see in the years to come
  • The WHY – Why ESG is essential to not only building a sustainable asset portfolio, but to macroeconomic stability
  • Three pillars – How the three pillars of ESG are profoundly interconnected and how an integrated approach is needed to maximise overall benefits
Simon O'Connor
Simon O'Connor
CEO, Responsible Investment Association Australasia
09:40 AM - 10:10 AM

We Need to Talk About Climate

The majority of Australians are alarmed or anxious about climate change but uncertain about what actions they might take would make the difference. This session will explore:

  • Australian attitudes towards climate and climate action
  • Where the appetite is for climate action, specifically when it comes to renewable energy, offsets and super and financial investment
  • Tips on how to best communicate with different audiences to make the connection between attitude, action, and impact
Leah Willis
Leah Willis
Head of Client Relationships, Australian Ethical Investment
Dr Rebecca Huntley
Dr Rebecca Huntley
Author and Researcher on Climate Change Communications
10:10 AM - 10:35 AM

Networking break and morning tea refreshments

10:35 AM - 11:05 AM

Panel: Investment roadmap to net zero by 2050

Environmental | Global

Australia has been earmarked by global standards as one of the last countries to hit net-zero emissions in the world. To remain ahead, timing your conversations with clients is now critical.

Plant the ESG seed - discover the conversations you need to have with your clients TODAY to reap the benefits in years to come.

In this session, uncover global and local learnings as our panellists discuss:

  • The benefits of achieving net zero and how investing in renewables can play an essential role in risk management and provide maximum returns
  • How you, as an adviser, can act as a powerful driver for much-needed climate action
  • What asset classes will be the winners and losers as a result of sustainability initiatives and how you can evaluate climate risk to decarbonise your portfolios
  • How you can lead clients to invest with impact and position their portfolios to take advantage of this shift
Daniela Jaramillo
Daniela Jaramillo
Director, Sustainable Investing, Fidelity International
Shane Hurst
Shane Hurst
Managing Director, Portfolio Manager - ClearBridge Investments
Tim Samway
Tim Samway
Chairman, Packhorse Investments Australia
Maja Garaca Djurdjevic
Maja Garaca Djurdjevic
Editor, Wealth , Momentum Media
11:05 AM - 11:35 AM

How to champion ESG and deliver sustainable advice

Peer-to-peer

In this session, our panel will discuss how you can adopt strategies for delivering sustainable and ethical advice. Become an ESG champion as you discover your journey forward and learn how you can navigate conversations, overcome common pitfalls and deliver value to your clients through responsible investment.

Kathryn Fitch-Daniels
Kathryn Fitch-Daniels
Financial Adviser, Ethinvest
Alexandra Brown
Alexandra Brown
Founder Ethical Invest Group
Nathan Fradley
Nathan Fradley
Director, Ethos ESG/Tribeca Financial
Maja Garaca Djurdjevic
Maja Garaca Djurdjevic
Editor, Wealth , Momentum Media
11:35 AM - 12:05 PM

Partner Panel: Future goals vs values-based investing

The future of investing is here. The success of your clients' goals in 2022 and beyond not only accounts for investment returns financially, but also the ability to impact change in matters that align with client values. As an adviser, your duty of care will be to provide practical investment strategies that are in line with client values and philosophy but also maintain investment return goals.

In this session, gain insights into values-based investing and learn how to utilise it to break down barriers and create meaningful client relationships.

James Harwood
James Harwood
Senior Portfolio Manager, ESG Strategies, Australasia, Russell Investments
Phil Pilgrim
Phil Pilgrim
General Manager, Partnerships and Distribution, Implemented Portfolios
Elisa Di Marco (SYD)
Elisa Di Marco (SYD)
Portfolio Manager, MFG Core ESG Fund, Magellan Asset Management
Dom Giuliano (VIC)
Dom Giuliano (VIC)
Deputy CIO, Head of ESG and Portfolio Manager, Magellan Asset Management
Maja Garaca Djurdjevic
Maja Garaca Djurdjevic
Editor, Wealth , Momentum Media
12:05 PM - 12:50 PM

Networking break and lunch

12:50 PM - 01:20 PM

ESG evolution: How to navigate choice

Ethical Investment Strategies | SRI

With several new funds on the menu, advisers will need to develop bespoke investment strategies that maximise returns and meet SRI requirements.

Discover how you can navigate the complex landscape of ESG ratings and identify greenwashing to provide sound investment advice for clients wishing to invest ethically.

In this session:

  • Uncover the framework for ESG classifications and develop screening strategies so you can identify opportunities, manage risk and deliver superior returns
  • Discover what new responsible investment exclusions may be on the horizon
  • Learn how to navigate the vast variety of data information sources to determine the best options for your client
  • Gain insights into global green asset standards and their key characteristics
  • Learn how to combine ESG, SRI, impact investing, and conscious capitalism principles to deliver quality financial advice that is in line with your clients' values
Nathan Fradley
Nathan Fradley
Director, Ethos ESG/Tribeca Financial
01:20 PM - 01:50 PM

The role of ESG in reshaping advice in a post-COVID economy

Business Strategy | Green Business Models | Governance

The client of the future is looking to engage with businesses that are authentic, ethical and sustainably minded. In this session, hear from Nigel Stewart, a veteran wealth manager, as we discuss the post-COVID landscape for advice through a global lens. Learn how you can leverage the growing demand for sustainable investment strategies while shaping your practice to be sustainable, profitable and compliant.

Discover your next steps to delivering sustainable advice:

  1. Discover the education process and find an investment methodology that meets the needs of your clients and your business.
  2. Learn how you can effectively communicate with and engaging with your clients about sustainability.
  3. Gain insights to best practices seen globally and the strategies that advisers have employed to build sustainable, high-growth and profitable businesses that are compliant, efficient and servicing a very satisfied client base.
Nigel Stewart
Nigel Stewart
Wealth Strategist and Executive Director
01:50 PM - 02:00 PM

Regenerating Australia’s farmland at scale

Packhorse Chair, Tim Samway, will discuss the role of sustainable cattle farming in combating climate change and provide an insight into Packhorse’s sustainability framework and environment goals. A property case study will be presented to demonstrate the Packhorse ‘pathway to net-zero’ process.

In this session you will discover:

  • How degraded Australian soils are being regenerated at scale while offering sustainable and profitable opportunities for investors.
  • A deep-dive into carbon sequestration and storage and how the value is being monetised.
  • Why agricultural land is a real and attractive alternative asset class.
Tim Samway
Tim Samway
Chairman, Packhorse Investments Australia
02:00 PM - 02:25 PM

Networking break and afternoon tea refreshments

02:25 PM - 02:55 PM

Panel: Advice meets the 'S' in ESG

Social | Practice Management

Social issues such as diversity are making headlines accross the globe. With a shrinking advice industry, how can practice leaders pave the way to a brighter future, attract new talent, and win tomorrow's business by advocating for a diverse, socially minded industry?

In this session, hear from leaders in financial services paving the way in ESG as they share their strategic and long-term focus on the social impact to provide greater value to their clients, the economy and the greater good.

Ben Nash
Ben Nash
Adviser & Founder, Pivot Wealth
Jessica Brady
Jessica Brady
Co-Founder Financial Adviser, Fox and Hare
Camilla Love
Camilla Love
Managing Director, eInvest Australia; Founder, F3 – Future Females in Finance
Simon O'Connor
Simon O'Connor
CEO, Responsible Investment Association Australasia
02:55 PM - 03:25 PM

Panel: What is ‘green crypto’, really?

Asset Classes | Ethical Investment

Crypto raises concerns for its carbon footprint, facilitation of illegal activity, and decentralised governance issues. However, its ability to make domestic clean energy more affordable and empower people to freely access money stirs the ESG debate.

In this session, we address common questions for those looking to invest in ESG-friendly crypto.

  • Is crypto an ESG-friendly asset class?
  • What are the key ESG considerations for crypto and blockchain tech?
  • What differentiates one currency from the next?
  • Is it possible to trace a green crypto coin?

Join us as we unpack the key ESG considerations and key concerns for cryptocurrency and blockchain technology so you can make informed investment decisions.

Guy Dickinson
Guy Dickinson
CEO, BetaCarbon
Pras Indrakumar
Pras Indrakumar
Manager, Wealth & Investment, Zerocap
Simon O'Connor
Simon O'Connor
CEO, Responsible Investment Association Australasia
03:25 PM - 03:30 PM

MC close

03:30 PM - 04:30 PM

Networking Reception

04:30 PM - 04:30 PM

Summit concludes

*agenda subject to change