Advice Workshop – Investment

Simon O’Connor

Simon operates at the intersection of economics, finance and sustainability and has extensive international experience as an economic adviser, investment analyst and sustainability consultant across finance, corporate and not for profit sectors.  Simon is the CEO of Responsible Investing Association Australasia (RIAA) – an organisation with over 240 investment organisation members who jointly manage over US$9 trillion in assets globally. Simon has headed RIAA for the past six years to elevate sustainability issues such as core investment risks and opportunities, and shift capital to support a more sustainable, equitable and prosperous world. 

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.

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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.

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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.

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