Conference Day One - Tuesday, 12 September

08:15
Registration and welcome coffee

08:50
Opening remarks from the Chair

Mara Bún
Non-Executive Director
Australian Ethical Investment

THE FUTURE OF WOMEN IN INVESTMENT
09:00
Practical, real world strategies to close the gender promotion gap
  • Learn how gender identity plays a role in all our career paths
  • Discover how transparent promotion frameworks, drive equitable promotion rates and ultimately help close the gap
  • Breakdown biases to enable greater allyship and push for equity within your organisation

Laura Ryan
Head of Research
Ardea Investment Management

Cassandra Crowe
Vice President
T. Rowe Price Group

09:30
PANEL DISCUSSION: Maximising returns and growth through practical diversity – leveraging diverse teams for enhanced business outcomes
  • Analysing the relationship between gender diversity and financial performance
  • Exploring unconscious bias training, blind recruitment, and other strategies to attract and retain diverse talent
  • Examining the role of leadership in driving change and implementing effective DEI policies
  • Developing successful mentorship, sponsorship, and networking opportunities for women
  • Setting diversity and inclusion goals, measuring progress, and ensuring accountability

Moderator:

Anne Kuleshova
Senior Manager | Co-Founder
QIC | Women in Investments

Panellists:

Kimberley Reid
Chief People, Culture and Inclusion Officer
Future Fund

Rebecca Fesq
Head of Client Business and Strategic Partnerships
Regal Partners

Sophia Rahmani
CEO and Managing Director
Maple-Brown Abbott

Kelly Morton
Managing Director
Skye Capital Advisory

10:20
Morning tea and networking

ECONOMIC & INVESTMENT INDUSTRY OUTLOOK 2023
10:50
Investment industry outlook 2023 – navigating the trends and changes
  • Assessing the effects of new regulations, geopolitical shifts, economic developments, and market uncertainties
  • Exploring the role of AI, big data analytics, and blockchain in revolutionising investing
  • Examining the growing significance of ESG factors in investment strategies and performance
  • Adapting to evolving trends, seizing new opportunities, and navigating potential challenges

Kylie-Anne Richards
Deputy Chief Investment Officer
Fortlake Asset Management

11:20
The economic outlook in 2023 and beyond – key factors shaping investment strategies and opportunities

Gain insights into some of the most pressing economic trends impacting the investment industry now and into the near future, including inflation & interest rates; recession indicators; supply chain issues; global economic trends; and the investment strategies needed to navigate the evolving economic landscape.

Deborah Ralston
Member, Payments System Board | Member, Board of Guardians
Reserve Bank of Australia | Future Fund

NAVIGATING EVOLVING ESG & IMPACT INVESTMENT TRENDS
11:50
Navigating the latest ESG investment trends to maximise returns
  • Current Strategies to utilise ESG as a risk mitigation tool
  • Social trends to monitor, including supply chains, modern slavery & human rights
  • Rebalancing passive portfolios to climate-aligned indexes –options, methodologies, and performance
  • Managing risks & maximising opportunities from the carbon transition and net zero goals

Emma Pringle
Head of ESG
Maple-Brown Abbott

12:20
Networking lunch

13:20
ESG measurements - analysing and using ESG data and reporting
  • Examining the different ESG reporting frameworks, and tools
  • Navigating the the plethora of ESG reporting standards
  • Analysing ESG data types and anticipating future data trends
  • Evaluating best practices and pitfalls in ESG data analysis

Madeleine Huynh
ESG Analyst and Assistant Equities Analyst
Perennial Partners

Camille Wynter
Head of ESG Research ANZ
UBS Australia

 

13:50
Nature-based investments for a sustainable future

Sarah Clawson
Global Head of Investor Relations
New Forests

14:10
FIRESIDE DISCUSSION: The impact of climate change on investment strategies, risks & opportunities
  • Why are asset owners so focussed on climate change?
  • How are we approaching climate and decarbonisation within the different sectors and asset classes?
  • What are we seeing happen overseas in investment in relation to climate, and how may that translate to Australia, including in future regulation, expectations, risks and opportunities?

Liza McDonald
Head of Responsible Investment
Aware Super

Kate Webster
Manager, Responsible Investment – Climate Change
Aware Super

DIVERSITY, EQUITY AND INCLUSION
14:40
The rise of women in investment – challenges, opportunities & strengthening the industry
  • Analysing the state of the investment industry: stats, trends, and diversity status
  • Strategies to improve women’s career progression and address factors that hinder advancement
  • Strengthening the workforce: enhancing diversity, equity & inclusion
  • Examining evidence that gender-diverse teams outperform non-diverse teams and how to capitalise on this competitive advantage

Kathy Walsh
Associate Dean (Research and Innovation) & Professor of Finance
UTS Business School

15:10
PANEL DISCUSSION: Empowering gender partnership – how can women and men can work together to drive change
  • Fostering allyship between genders to address the unique challenges faced by women 
  • Creating a path for women to leadership and executive positions and providing support along the way
  • The benefits of mentorship and sponsorship programs in developing diverse talents and fostering personal and professional growth
  • How successful leaders promote DEI by including diverse teams in decision-making

Moderator: 

Srimathi Iyengar
Portfolio Manager
Barwon Investment Partners

Panellists:

Marion Enander
Chief Strategy & Innovation Officer
Australian Ethical Investment

Jill Monaghan
EGM – Chief Investment Officer
Suncorp Group

 

15:50
Afternoon tea

LEADERSHIP AND CAREER PATH CHAMPAGNE ROUNDTABLES
16:10
CHAMPAGNE ROUNDTABLES

Attendees will divide and move between groups of their choosing to discuss ideas, gain practical tips, and develop strategies to improve their leadership skills, elevate their careers and benefit their organisations. You’ll have the invaluable opportunity to meet leaders across several sectors to learn how you can improve your investment skills and strategies while progressing your career path. This is a unique opportunity to have all your questions answered while you network and build relationships with people you otherwise may not have access to.

  • 1st round:  16:10 – 16:35
  • 2nd round: 16:35 – 17:00
  • 3rd round:  17:00 – 17:25

The roundtable discussions you can choose to be a part of include:

Developing the skills and strategies needed to achieve success for you and your organisation
Facilitated by:

Jovana Gagi
Partners Portfolio Manager and Analyst

Guidance for progressing on the career path you want and deserve
Facilitated by:

Nicole Cook
Chief Executive Officer & Executive Director
SBE Australia

Real world strategies to overcome challenges facing women in the investment industry
Facilitated by:

Alice Tang
Chief Operating Officer, Asset Management
MA Financial Group

17:25
Closing remarks from the chair and End of Women in Investment Summit Day 1
17:30
Networking drinks