Advice Workshop – Investment
John Berry
John is an advocate for responsible investment and for greater transparency around investment products. He is CEO and co-founder of Pathfinder Asset Management, a boutique fund manager specialising in ethical investment. Pathfinder’s funds include global water and global equity strategies with an environmental, social and governance focus.
John is a trustee of the Men’s Health Trust NZ. He is also an independent director of Punakaiki Fund (an investor in NZ growth and technology businesses) and a member of the Code Working Group.
Adviser Workshop – Investment
Other presenters
The panel covers responsible investing and ESG funds, enhancing portfolio returns through ESG, options in New Zealand and a practical guide as to how advisers can incorporate RI into the advice process and client portfolios.
Alister van der Maas
As the Managing Director for Russell Investments New Zealand, Alister focuses on the management and strategy of the New Zealand business. Alister leads a team which delivers asset consulting advice, implementation services and funds management to some of New Zealand’s largest investors.
Clayton Coplestone
Facilitator
Clayton has been working in the Financial Services industry since 1984, with a background in share broking, money markets, financial planning and asset management.
Kate Turner
Kate is an Associate Director managing the Sustainalytics Sydney office. Kate joined Sustainalytics three years ago and works with a variety of clients across the Australian Pacific region to develop and execute their responsible investment policies.