Advice Workshop Investment
Matt Mimms
Matt has been integrally involved in the NZ investment and financial adviser industry for 20 years including a 2 year stint as Chair of the Auckland branch for the then named Financial Planners and Insurance Advisers Association. Matt is a strong advocate for responsible investing and is currently a board member of the Responsible Investment Association of Australasia (RIAA).
Matthew Mimms is the Founder and Managing Director of The Investment Store. Matt has over 30 year’s experience in financial services in both the UK and New Zealand. Immediately prior to establishing the Investment Store, Matt was head of Retail Sales and Service at BT Funds Management.
He has a business degree from the University of Sheffield (UK) and a Diploma in Business Studies (personal financial planning) from Massey University.
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.
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.
Clayton Coplestone
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.