Assembly of Investment Chairs
Tōpū Poutoko Haumi
2022 Programme
Tuesday, November 29, 2022
8:00 AM - 8:40 AM Arrival tea and coffee Opening session 8:50 AM - 9:00 AM Welcome | Official opening
Craig Stobo | Taumata Otago Business School and Iwi representative, Ngati Whatua
9:00 AM - 9:45 AM James Shaw
James Shaw | Minister of Climate Change and Associate Minister of Environment (Biodiversity), New Zealand Government
9:45 AM - 10:10 AM International Academic Keynote: Do Responsible Investors Invest Responsibly?
Philipp Krueger (Zoom) | Associate Professor of Responsible Finance, University of Geneva; Senior Chair, Swiss Finance Institute (Switzerland)
Session 1: Greenwashing 10:10 AM - 10:35 AM The UX of ESG – prominence, clarity, meaning
Paul Gregory | Director, Financial Markets Authority (FMA)
10:35 AM - 11:00 AM In Holdings We Trust: Uncovering the ESG Fund Lemons
Lachie McLean | Investment Banking Analyst, Jarden; Master of Finance Graduate, University of Otago
11:00 AM - 11:30 AM Morning tea Break Session 2: Climate Disclosure 11:30 AM - 11:55 AM Climate-related Disclosures and the development of a sustainability reporting framework for Aotearoa New Zealand
April Mackenzie | Chief Executive Officer, External Reporting Board (XRB)
11:55 AM - 12:20 PM Climate change related flooding risks to residential property values and financial stability
Dr. Ivan Diaz-Rainey | Professor of Finance, Department of Accountancy and Finance, University of Otago, New Zealand
12:20 PM - 1:20 PM Lunch Session 3: Engagement 1:20 PM - 1:45 PM Outcomes-focused climate engagement and escalation: International perspective
Peter Barnett | Head of Asia Climate and Energy, ClientEarth
1:45 PM - 2:10 PM Engagement with Public Market Issuers
Guy Elliffe | Corporate Governance Manager, Accident Compensation Corporation (ACC)
Session 4: Impact Investing 2:10 PM - 2:30 PM Operationalising Foundation North's community priorities via impact investing
Jamie Newth | Founder of Soul Capital and Senior Lecturer at University Auckland
2:30 PM - 2:50 PM A Tale of Golden Geese. Using Your Wealth to Fulfill Your Purpose through Impact Investing
Bill Murphy | Executive Director, Purpose Capital
2:50 PM - 3:10 PM Community Finance - Impact investing for social housing
Steven Moe | Chair of the Board of Directors, Community Finance
3:10 PM - 3:30 PM Panel Q&A from three impact investing speakers
Jamie Newth, Bill Murphy and Steven Moe
3:30 PM - 4:00 PM Afternoon tea Session 5: Sustainable Investing 4:00 PM - 4:20 PM NZ Super Fund’s sustainable investment shift
Anne-Maree O’Connor | Head of Sustainable Investment
4:20 PM - 4:45 PM Te Kōwhiringa Tapu - Indigenous Māori Regenerative Investing
Temuera Hall | Co-Founder and Managing Director, TAHITO Limited
4:50 PM - 5:00 PM Official Close
Dr Sebastian Gehricke | Deputy Director. Climate and Energy Finance Group
5:00 PM - 5:50 PM Drinks & Networking session 6:00 PM - 9:00 PM Dinner at Origine
2022 Programme
Tuesday, November 29, 2022
| 8:00 AM - 8:40 AM | Arrival tea and coffee |
| Opening session | |
| 8:50 AM - 9:00 AM | Welcome | Official opening Craig Stobo | Taumata Otago Business School and Iwi representative, Ngati Whatua |
| 9:00 AM - 9:45 AM | James Shaw James Shaw | Minister of Climate Change and Associate Minister of Environment (Biodiversity), New Zealand Government |
| 9:45 AM - 10:10 AM | International Academic Keynote: Do Responsible Investors Invest Responsibly? Philipp Krueger (Zoom) | Associate Professor of Responsible Finance, University of Geneva; Senior Chair, Swiss Finance Institute (Switzerland) |
| Session 1: Greenwashing | |
| 10:10 AM - 10:35 AM | The UX of ESG – prominence, clarity, meaning Paul Gregory | Director, Financial Markets Authority (FMA) |
| 10:35 AM - 11:00 AM | In Holdings We Trust: Uncovering the ESG Fund Lemons Lachie McLean | Investment Banking Analyst, Jarden; Master of Finance Graduate, University of Otago |
| 11:00 AM - 11:30 AM | Morning tea Break |
| Session 2: Climate Disclosure | |
| 11:30 AM - 11:55 AM | Climate-related Disclosures and the development of a sustainability reporting framework for Aotearoa New Zealand April Mackenzie | Chief Executive Officer, External Reporting Board (XRB) |
| 11:55 AM - 12:20 PM | Climate change related flooding risks to residential property values and financial stability Dr. Ivan Diaz-Rainey | Professor of Finance, Department of Accountancy and Finance, University of Otago, New Zealand |
| 12:20 PM - 1:20 PM | Lunch |
| Session 3: Engagement | |
| 1:20 PM - 1:45 PM | Outcomes-focused climate engagement and escalation: International perspective Peter Barnett | Head of Asia Climate and Energy, ClientEarth |
| 1:45 PM - 2:10 PM | Engagement with Public Market Issuers Guy Elliffe | Corporate Governance Manager, Accident Compensation Corporation (ACC) |
| Session 4: Impact Investing | |
| 2:10 PM - 2:30 PM | Operationalising Foundation North's community priorities via impact investing Jamie Newth | Founder of Soul Capital and Senior Lecturer at University Auckland |
| 2:30 PM - 2:50 PM | A Tale of Golden Geese. Using Your Wealth to Fulfill Your Purpose through Impact Investing Bill Murphy | Executive Director, Purpose Capital |
| 2:50 PM - 3:10 PM | Community Finance - Impact investing for social housing Steven Moe | Chair of the Board of Directors, Community Finance |
| 3:10 PM - 3:30 PM | Panel Q&A from three impact investing speakers Jamie Newth, Bill Murphy and Steven Moe |
| 3:30 PM - 4:00 PM | Afternoon tea |
| Session 5: Sustainable Investing | |
| 4:00 PM - 4:20 PM | NZ Super Fund’s sustainable investment shift Anne-Maree O’Connor | Head of Sustainable Investment |
| 4:20 PM - 4:45 PM | Te Kōwhiringa Tapu - Indigenous Māori Regenerative Investing Temuera Hall | Co-Founder and Managing Director, TAHITO Limited |
| 4:50 PM - 5:00 PM | Official Close Dr Sebastian Gehricke | Deputy Director. Climate and Energy Finance Group |
| 5:00 PM - 5:50 PM | Drinks & Networking session |
| 6:00 PM - 9:00 PM | Dinner at Origine |