Simon is the CEO of RIAA - an organisation with over 400 members who jointly manage over $29 trillion in assets globally - where he works to elevate sustainability issues as core investment risks and opportunities, and shift capital to support a more sustainable, equitable and prosperous world.
Simon has operated at the intersection of economics, finance and sustainability for nearly 20 years and has international experience as an economic adviser, investment analyst and sustainability consultant across finance, corporate and not for profit sectors.
Simon is active across the region and internationally in responsible investment and sustainable finance. He chairs the Global Sustainable Investment Alliance, and is a member of the Aotearoa New Zealand National Advisory Board on Impact Investment.
Camilla founded eInvest in 2018. eInvest specialises in offering actively managed ETFs in Australia. eInvest believes that all Australians should have the ability to access high quality investment solutions suitable to be the foundations of their investment portfolios run by smart investors but also have the control and flexibility they desire through listed investment opportunities.
Camilla is also a Director at Perennial Investment Management Limited. Over the eighteen years she has been with the Perennial Group, she has been an integral member of the team marketing, promoting and building the Perennial business both domestically and overseas.
In 2017, Camilla also founded F3 – Future Females in Finance. F3 aims to foster the next generation of female talent in financial services through education, providing great career role models, demystifying careers and providing practical work experience.
Camilla is a Fellow of FINSIA and a former Treasurer of Women In Super NSW.
Camilla is the former Chair of the UNSW Business School Alumni Advisory Board and is a current member UNSW Alumni and Engagement Committee.
Camilla is also a Director on the Abbotsleigh Foundation, Metis Technologies and TAD (Technical Aid for the Disabled) Boards.
Camilla has jumped out of a plane twice, likes to ski off high mountains and loves a good laugh (one ‘Who’s line is it anyway’ episode at a time).
Ben is an Adviser and Founder of Pivot Wealth, as well as co-founder of XY Adviser. Ben has been a financial adviser since 2011 and in 2015 Founded Pivot, a financial advice firm that has been nationally recognised as Innovator of the year and Best client servicing financial advice company. Ben has been listed in the top 50 most influential financial advisers in Australia each year since 2017, the IFA best client servicing financial adviser in Australia, and awarded the Association of Financial Advisers excellence in education award. Ben is passionate about ensuring everyone has access to the life changing benefits of great financial advice.
Alexandra Brown is the Founder of Ethical Invest Groupand deliversethical investment consulting andeducation to financial advisers,helping them feel supported, confident,and aligned to provideethical investment advice.As a specialist in supporting the transition from traditional to ethical adviser, Alexandra leads the Ethical Advice Accelerator. This comprehensive and CPD accredited online program upskills advisers,providingadeep understanding of ESG, sustainability,and responsible investment products, giving them the toolkit to confidently provide ethical advice to their clients.Alexandra is Co-founder and Head of Research at Altiorem, the world’s first community-built online sustainable finance library and is on the Board ofthe Ethical Advisers’ Co-op, a group of leading advisers who specialise in ethical and responsible investment advice
A Director of DFA Australia Limited since 1994, Nigel A.D. Stewart is a well-known wealth strategist in Australia and a central figure in its investment management sector. A frequent speaker at conferences in Australia and abroad, Nigel has a key role in providing ‘best practice’ consulting advice to advisors who embrace a scientific, evidence-based and clear process-driven approach to wealth management. He also has a pivotal role in developing Dimensional’s regional business.
Nigel’s contribution to Dimensional is grounded in his extensive experience in the advice and investment management sectors. He is a fellow of the Financial Services Institute of Australasia (FINSIA), a foundation member and fellow of the Financial Planning Association of Australia, and a fellow of the Australian Institute of Company Directors. Nigel has a deep interest in sustainability and philanthropy. He provides guidance to several foundations and is on the board of Pain Foundation Limited.
Nigel joined Bain & Company (now Deutsche Bank) in 1977 as an advisor, and in 1983 he founded Nigel Stewart & Associates, which merged with Potter Warburg in 1995. He became executive chairman of Potter Warburg (UBS Wealth Management) in 1996. In 1998 he founded Stewart Partners. Nigel is the recipient of a graduate diploma in applied finance and investment from FINSIA, an AICD diploma from the University of New England and he is an Accredited Investment Fiduciary® (AIF®).
Having worked for CBA, Macquarie Bank and Zurich, Jess is fast becoming a pioneering force in financial services. After realising that young people were more interested in planning their meals and holidays than their financial futures, she co-founded Fox & Hare Financial Advice in 2017, with a focus on creating more diversity in the industry - both in those giving and receiving advice. Awarded the 2019 Newcomer of the Year at the prestigious Independent Financial Advisers (IFA) awards, Jess is passionate about making financial advice more accessible, especially for women.
Nathan Fradley is a Senior Financial Adviser at Tribeca Financial, Director of Ethos ESG Australia, Chair of the XY Ethics Committee, a Certified Ethical Investment Adviser, the 2020 Affinia Financial Adviser of the year and was in the 2021 FS50 Most Influential Advisers. He also the host the good for the bee podcast on sustainable business.
Nathan believes everyone is a responsible investor, if they are asked the right questions and properly understand their options; and strives for his profession to uncover the ethical values of all of their clients for better individual investment alignment and environmental and societal progress.
Daniela joined Fidelity in August 2021. Prior to that she was a Senior Responsible Investment Adviser at HESTA, one of Australia’s largest pension funds. While at HESTA, Daniela set up and was the Chair of the investor group of 40:40 Vision, an initiative to achieve gender balance in executive leadership. Daniela has held roles in responsible investment across the UK (Legal and General) and US (Wespath Benefits and Investments) before settling in Australia. She is a non-executive director at RIAA (Responsible Investment Association Australasia) and was a member of the PRI Stewardship Advisory Committee between 2017 and 2021.
Originally from Ecuador, her career began as one of the founding members of a not for profit focusing on improving education and health outcomes in the region. Daniela holds an MSc. in Environment and Development from London School of Economics and a B.A in Journalism from Universidad San Francisco de Quito.
James is a portfolio manager for Russell Investments, responsible for directly managed global equity funds. He manages funds across a range of investment strategies in global equities, decarbonisation and domestic ESG strategies. James is Chair of the Responsible Investment Committee for RARI, our ESG ETF listed on the ASX. He also manages RARI and our other equity ETF, RDV.
Centralised Portfolio Management (CPM), factor-based strategies and after-tax investing are other important aspects of his role with James managing in excess of A$8bn across Australian and Japanese equity portfolios.
James has extensive global industry experience. He has been involved in global equity trading since 1998 and was Head of Trading at F&C Asset Management in London where he spent 7 years in senior portfolio management and trading positions. Prior to joining Russell Investments, James spent 6 years at Deutsche Bank working in the bank’s London, Singapore and Sydney offices in equity sales related positions. James joined the investment division in 2013.
With over 20 years of financial services experience, over a broad range of roles in advisory, consultancy, business development, and as an advice practice owner and director, Phil is passionate about financial advice businesses.
He’s worked across both larger organizations (BT, AMP, CoFunds in UK) as well as start-ups and loves bringing innovative strategies into the organisations he works with to help them optimise their success.
Phil is the General Manager of the Partnerships and Distribution team at Implemented Portfolios, where he leads our team in working with financial advice practices to help deliver business efficiency and focus more time on helping their clients achieve their best lives
Shane co-manages all Global Infrastructure Strategies. He has 23 years of investment industry experience.
Shane joined the firm in 2010. Previously, he was Director, Infrastructure Securities, at Hastings Funds Management as well as Portfolio Manager and Investment Analyst at Tribeca Investment Partners and Investment Analyst at AMP Capital Investors.
Shane earned a Master of Commerce (Advanced Finance) from the University of New South Wales and a Bachelor of Business from the University of Technology Sydney.
Guy Dickinson is the Founder & CEO of BetaCarbon. BetaCarbon was founded to deliver meaningful influence on big polluters through the democratisation of the carbon credit market using cryptocurrency.
Guy brings with him a wealth of experience in Financial Markets and most recently he was the Treasurer, Head of Markets and Securities Services at HSBC Australia and New Zealand. He has a unique perspective on international markets having spent over 15 years abroad in Singapore, Thailand, and Hong Kong trading FICC and Commodities.
He has been an active member of the Australian Financial Markets Association as a sitting member on the Markets Governance Committee and the Professionalism Committee.
He is married with three children, is a keen sailor and loves spending time in the southern highlands when he is not trying to stop the planet heating up too much.
Chloe is a seasoned compliance executive and trained lawyer (both in Australian and China) with experience in finance, crypto and products. She worked in a leading law firm and acted for major banks before joining the fintech world. She worked as a compliance executive in several leading crypto companies and now is the head of compliance of Binance Australia.
Domenico Giuliano joined Magellan in 2007 with responsibility for research coverage of the financials sector. In 2014, Dom was promoted to Deputy Chief Investment Officer and is the portfolio manager of the Global Sustainable and the Global ESG strategies, while still covering financial stocks. Prior to Magellan, Dom was an executive director at Morgan Stanley, with responsibility for leading sector coverage of insurance companies for Asia Pacific. Dom also worked as a consultant with Tillinghast-Towers Perrin, working across a wide span of assignments.
Dom holds a Master of Business Administration from the Australian Graduate School of Management and a Bachelor of Economics from Macquarie University, and is a Fellow of the Institute of Actuaries of Australia.
Dom is a member of Magellan’s Investment Committee.
Elisa Di Marco joined Magellan in 2015 with responsibility for research coverage in the financials sector. In 2019, Elisa joined the Core Series team and in 2020 Elisa became part of the ESG team and was appointed PM of the MFG Core ESG fund.
Prior to Magellan, Elisa spent two years as an analyst at APRA, primarily stress testing and supervising Australian financial institutions. Elisa also worked at Macquarie Group as an equity analyst covering banks and at NYSE Euronext Paris in surveillance and research.
Elisa holds a Bachelor of Commerce (Honours) from the University of Wollongong and a Doctor of Philosophy from the University of New South Wales.
Pras is a Private Wealth Manager with 10 years experience investing in Crypto assets, facilitating co-investments and managing family office portfolios across Australia, New Zealand and Indian subcontinent. As co-founder of TAT CAPITAL, he played a critical role in creating one of the leading investment banks focused on Impact investments across the Australia-India region. Pras currently Manages the Wealth & Investment team at ZEROCAP Australia's leading Digital Assets Firm for Private Clients, building bespoke solutions for family offices to diversify their investment portfolio into Digital Assets. He holds a Bachelor of Business (Finance & Mathematics) from UTS and is currently completing an Executive MBA through AGSM and Graduate Diploma in Financial Planning at UNSW.
Packhorse Chair Tim Samway is a veteran in funds management. Joint founder and chairman of Hyperion, a global equities fund manager with over $13 billion under management, Tim’s interest in Australian rural land spans 2 decades, when he first met Tom Strachan, Packhorse co-founder and entrepreneur.
Passionate advocates for regenerative agriculture and the importance of animal impact in restoring soil health, the Packhorse business ethos centres around achieving environmental benefits and financial returns in parallel. Tim also chairs Emm.io, a global carbon risk scoring platform of listed compnues for fund managers and asset owners.
Leah is the Head of Client Relationships at Australian Ethical Investment, Australia’s leading ethical superannuation fund and investment manager with over $6.94 billion in funds under management.
Leah joined Australian Ethical in December 2016 and is responsible for client relationships across Australian Ethical’s intermediated channels, including financial planners, researchers, consultants and mezzanine investors. Leah has more than 25-years’ experience in financial services distribution, including senior distribution positions with Rothschild Asset Management, BT Financial Group, Barclays Global Investors and IOOF.
Dr Rebecca Huntley is one of Australia's foremost researchers on social trends and author of numerous books including How to Talk About Climate Change in a Way that Makes a Difference (Murdoch books, 2020). She leads her own research and consultancy firm working closely with climate and environment NGOs, government and business on climate change strategy and communication and is the Chair of the Advisory Board of Australian Parents for Climate Action.
Kathryn joined Ethinvest in 2021 with more than 10 years’ experience as a financial adviser and having worked in the financial planning industry since 2004. Kathryn has been a Certified Financial Planner since 2008.
Throughout her extensive financial planning career in boutique practices, Kathryn has always worked in the comprehensive advice space, with experience managing SMSFs & trusts as well as personal tax planning for clients. Kathryn prides herself on providing tailored financial advice to her clients within their ethical framework to meet their financial goals now and into retirement.
Kathryn has a Bachelor of Commerce and recently completed her Graduate Diploma of Financial Planning, both through Western Sydney University.
Elizabeth Hatton is Director at Viva Financial Planning and has worked in Financial Services for 15+ years. She has a special interest in Ethical and Sustainable investments and tax planning in providing financial advice.
As well as growing tomatoes, she’s converted keep-cups as a life-style choice and has recently launched a podcast series called Get Ethical with Elizabeth Hatton.