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23 Mar
Aerial UTS Function Centre, Sydney
29 Mar
Grand Hyatt, Melbourne

Our Partners

ABOUT THE CONFERENCE

It’s no secret that recent local and global events have placed greater pressure on responsible investing.

Consumer preferences continue to shift towards financial advice that has a greater consideration and an impactful incorporation of transparently sustainable, equitable, and environmentally progressive options.

Meeting the advice needs of your clients TODAY will serve to keep you better equipped to meet the needs of the clients of the future, many of whom will be Millennials that increasingly value sustainability, climate change, and gender parity.

Attend this year’s InvestorDaily ESG Summit to discover the latest trends in ESG and how you can continue to develop and contribute to the ESG landscape in Australia.

This must-attend summit will give you the immediate take-home strategies that will help you refine, differentiate, and communicate your ESG offering to your present and future clients.

You’ll hear about the tools, step-by-step guides, and best practices developed by industry influencers, trendsetters, and advice leaders that will help you develop a new understanding of the perspectives necessary to thrive in the responsible advice space.

As an attendee you will also have access to digital workbooks to reflect on during and after the summit, as well as first hand access to our expert speakers — individuals will be able to help you navigate the current social and economic climates impacting you and your advice practice.

REGISTER NOW to attend this year's summit and discover the role you play in building a sustainable economy.

Both venues selected to host the ESG Summit follow sustainability steps for a better future. More information can be found on our locations details pages.

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Ticket Pricing

This event is strictly for the reservation of financial advisers. If you are a product provider, please contact our partnerships team through our contact page here.


First release ticket

$149

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Book by

Thursday, 23 February

Second and final release ticket

$299

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What you’ll learn

Gain the insights and access the latest tools designed to offer actionable strategies regarding ESG investing in today’s murky environment. You’ll hear about:

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The ESG landscape for 2023 and beyond
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How to leverage superannuation to secure the best outcomes for your clients
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How to provide risk-managed ESG advice at scale
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How to become B Corp certified and exactly what this process entails
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How to manage and leverage the intergenerational wealth transfer and prepare for your future clients
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How to let go of the difficult, time-consuming conversations you’re having with your clients and implement conversations that work
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The why, how, and when of making a difference to climate change

Why you should attend

ESG Summit 2024

This summit will not be a TED-Talk style — you’ll be included in the discussions and become an integral part of deriving clear and concise solutions.

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Gain access to physical, take-home steps and strategies
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Learn exactly how to tackle the shift in your firm and make a tangible difference while complying with the stringent rules around client and product suitability
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Get a comprehensive update on industry regulation, legislation, and trends
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Learn how to identify the problems and solutions, in environmental, social and governance (ESG) categories

Who should attend?

Environmentally and socially conscious financial advisers looking to gain a deeper understanding of strategies for ESG investing.

Agenda highlights

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The ESG landscape for 2023 and beyond

Simon O'Connor Simon O'Connor CEO ,
Responsible Investment Association Australasia
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The role super plays in securing an equitable and sustainable future

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Navigating greenwashing regulations and guidelines

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Hear from the advisers that are providing ESG advice to their clients

Mike Josephson Mike Josephson Senior Financial Adviser ,
Ethinvest
Adam Carey Adam Carey Financial Planner ,
Ethical Investment Services
Jonathan Shead Jonathan Shead Head of Investments, Australia ,
State Street Global Advisors
Session

To B Corp and beyond — creating an ESG-friendly industry

Glen Hare Glen Hare Co-Founder and Financial Adviser ,
FOX & HARE
Session

The role of ESG in the intergenerational wealth transfer

Kathryn Fitch-Daniels Kathryn Fitch-Daniels Financial Adviser ,
Ethinvest
Julia Harley Julia Harley Financial Adviser ,
Ethinvest
Session

How to navigate difficult conversations to enhance your ESG value proposition

Sarah Wood Sarah Wood Financial Adviser ,
ActInvest
Session

Must-know strategies to provide risk-managed ESG advice at scale

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Driving decarbonisation — impactful change and the climate crisis

Brynn O’Brien Brynn O’Brien Executive Director ,
Australasian Centre for Corporate Responsibility

Summit Speakers

Adam Carey
Adam Carey
Financial Planner,
Ethical Investment Services
Brynn O’Brien
Brynn O’Brien
Executive Director,
Australasian Centre for Corporate Responsibility
Glen Hare
Glen Hare
Co-Founder and Financial Adviser,
FOX & HARE
Jonathan Shead
Jonathan Shead
Head of Investments, Australia,
State Street Global Advisors
Julia Harley
Julia Harley
Financial Adviser,
Ethinvest
Kathryn Fitch-Daniels
Kathryn Fitch-Daniels
Financial Adviser,
Ethinvest
Maja Garaca Djurdjevuc
Maja Garaca Djurdjevuc
Editor,
InvestorDaily
Mike Josephson
Mike Josephson
Senior Financial Adviser,
Ethinvest
Sarah Wood
Sarah Wood
Financial Adviser,
ActInvest
Simon O'Connor
Simon O'Connor
CEO,
Responsible Investment Association Australasia

Locations and dates

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The Grand Hyatt
Wednesday, 29 March 2023
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Aerial UTS Function Centre, Sydney
Thursday, 23 March 2023
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See you on the next event!

Event highlights

HIGHLIGHTS FROM LAST YEAR’S EVENT.

Event organisers