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Best Practice Forum - ESG

Best Practice Forum on ESG


WEDNESDAY
26 MAY 2021

8:30AM - 3:00PM

GRAND HYATT
123 COLLINS STREET, MELBOURNE VIC 3000
          
CPD HOURS
TO BE CONFIRMED
 

The Financial Standard Best Practice Forum on ESG seeks to define ESG investing and what it means to each client, clarify some of the misconceptions of investing in funds that are screened based on ESG principles and also identify how wealth management professionals can put ESG considerations into practice in their businesses.

The format of the Best Practice Forum on ESG will comprise a mixture of speaker presentations, panel discussions and case studies to help explore the evolving world of ESG considerations.

The forum will explore the grey areas surrounding ESG and 'ethical' investing, examine the market and the products on offer as well as analysing how ESG screened portfolios can be used to gain performance benefits.

Best Practice Forum on ESG


WEDNESDAY
26 MAY 2021

8:30AM - 3:00PM

GRAND HYATT
123 COLLINS STREET, MELBOURNE VIC 3000
          
CPD HOURS
TO BE CONFIRMED
 

Please only provide your business details in the below contact form. Your details will also be shown on your CPD certificate.

 
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DETAILS UPDATED:
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By registering to this event you agree to receive relevant, event related communication from the
partners of the Best Practice Forum on ESG.

Best Practice Forum on ESG

Rachel Alembakis - Master of Ceremonies
Managing Editor, FS Sustainability
  Find out more about Rachel

Rachel Alembakis is the Managing Editor of FS Sustainability a Rainmaker title that examines how investors and companies integrate environmental, social and corporate governance issues into their decision-making processes. She has more than a decade's experience covering investment issues for a range of publications in Australia and overseas. She holds an MSc in Politics of the World Economy from the London School of Economics and Political Science and undergraduate degrees in journalism and political science from Boston University.

Damian Cottier
Portfolio Manager, Perennial

ESG investing: Where are we now and where are we headed?

  • Why is ESG only becoming more important for investors?
  • The ongoing evolution of ESG investing from v1.0 to Next Generation
  • Is there a performance trade-off to ESG investing?
  Find out more about Damien

Damian Cottier is Portfolio Manager of Perennial's Better Future Strategies which are focused on investing in ASX-listed small and mid-cap companies that are making a positive contribution to a better future. Damian joined the Perennial investment team in 2005 and has accumulated considerable experience during this time as a Portfolio manager and Analyst of companies across the market spectrum, including as a Portfolio Manager of the Perennial Value Microcap Opportunities Trust. Prior to joining Perennial, Damian worked as a lawyer in Sydney and Hong Kong with Freehills, Gilbert+Tobin and Baker & McKenzie. During this time he worked primarily in the corporate law area, often on matters involving governance issues and mergers and acquisitions.

Charles Hamieh
Managing Director, Portfolio Manager, ClearBridge Investments

Why net-zero is a net positive for infrastructure portfolios

  • Sustainable infrastructure, a key foundation for economic activity and growth, plays an important role in reaching the global target of net-zero emissions by 2050.
  • Understand how regulated and contracted utilities, as well as user - pays infrastructure will contribute to, and benefit from, themes such as energy transition and decarbonisation.
  • Find out how investors can take advantage of these opportunities in their portfolio.
  Find out more about Charles

Charles Hamieh co-manages all Global Listed Infrastructure Strategies. He has 23 years of investment industry experience. Charles joined ClearBridge Investments (formerly RARE Infrastructure) in 2010. Previously, he was Director and Senior Analyst, Global Infrastructure Securities, at AMP Capital as well as Director, Infrastructure Securities at Hastings Fund Management. He was also Head of Listed Infrastructure at Challenger Financial Services Group, a Portfolio Manager at AMP Capital Investors and an Analyst and Strategist at HSBC Australia. Charles earned a Bachelor of Economics from the University of Western Sydney.

Blair Modica
Director - Adviser Business, BetaShares

Can ESG investing be done passively?

  • How can advisers bring together the two most significant megatrends in the investments industry to benefit and grow client portfolios?
  • We will discuss exposures, access and what developments in both areas mean for investment portfolios.
  Find out more about Blair

Blair is responsible for supporting the distribution of BetaShares funds to Advisers across the Victoria & Tasmanian regions. Previously, Blair worked at Macquarie Bank in Distribution and Key Account roles within the Specialised Investments team. He has also held roles within NAB Wholesale Banking. Blair holds a Bachelor of Arts (Politics & History) and a Master of Management (Finance) from Melbourne University.

 
 
 

Best Practice Forum on ESG

Highlights will be posted here after the event

Best Practice Forum on ESG

Financial Standard will be working with our venue partners to ensure a COVID-safe environment, with government aligned practices to be employed.

Melbourne, Grand Hyatt

The Grand Hyatt's COVID Safety Plan includes, but is not limited to:

  • Hand sanitiser placed at key points in the venue
  • Floor markers to space our queues in the registration areas
  • Corporate events are limited to one person per two square metres
  • No food sharing stations are available

For more details relating to the Grand Hyatt's COVID safety plan, please click here.

Best Practice Forum on ESG

 
Gold sponsors
 

ClearBridge Investments is committed to delivering superior risk-adjusted investment performance through authentic active management. As at 31 December 2020, we manage US$177bn across a suite of equity strategies and solutions covering a range of asset classes and investment styles.

The specialist infrastructure investment team in Australia (formerly RARE Infrastructure), aims to provide investors with portfolios of high-quality infrastructure assets. We are dedicated to identifying and investing in the best infrastructure assets in the listed equity market, with the goal of delivering strong absolute returns over an investment cycle.  Our investment process is founded on fundamental research undertaken within a rigorous analytical framework. ClearBridge Investments has been a signatory to the PRI since 2008. Our specialist infrastructure investment team was formed in 2006.

 

Perennial Better Future is part of the next generation of authentic ESG investors. We are focused on generating strong, consistent returns while investing in companies that are making a positive contribution to society and the environment.

We are passionate about making a positive contribution to the development of society and the environment and have a long history of uncovering investment opportunities within the Australian marketplace. With a large and highly experienced team dedicated to finding opportunities, we focus on companies with sustainability tail winds and strong global growth drivers. ESG analysis and company engagement are core to our strategy and ethos, with the understanding that both can mitigate company risks and drive companies' performance. We aim to build robust and balanced investment solutions with strong risk adjusted returns, capturing the sustainability thematic and driving a Better Future.

 
Silver sponsor