RIAA Board

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Chair

Susheela Peres Da Costa

Susheela chairs the Responsible Investment Association of Australasia, and is special adviser to the co-chair of the Australian Sustainable Finance Initiative.  Susheela has been advising institutional investors on responsible investment for 15 years.  During this time, she has led the development of Regnan’s engagement program, its advocacy, its ESG research products, and most recently, its advisory offerings.  In her advisory capacity she supports some of the worlds’ largest investors and investor initiatives to develop robust responsible investment strategies and governance; to establish or upgrade their RI implementation; and to achieve a step change in their impact and effectiveness.

Susheela is an acknowledged thought leader in Responsible Investment.  She has spearheaded many of the industry’s stewardship developments, including Active Ownership 2.0, for the Principles for Responsible Investment.  This is being recognised as the emerging best practice standard in stewardship.

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Deputy Chair

Ross Piper

Ross Piper is the Chief Executive Officer of Christian Super.  He has over 25 years of leadership and management experience in corporate and non-profit contexts. Prior to Ross’ appointment as Christian Super CEO in Jan 2018, he was COO with World Vision Australia and also served with World Vision International for several years in the Middle East and various countries of the former Yugoslavia.

 

During his career Ross has held a number of positions in the corporate sector, primarily in investment banking and mining. He was Head of Corporate Risk for Macquarie Group for several years, and his early professional experience was gained in the mining sector, where he worked in the area of Native Title and business development. He has served on several boards, including six years as a Board Member and Chair of AgroInvest Foundation, a large microfinance bank serving rural families in Serbia and Montenegro. He recently served for 2 years on the Advisory Board of the Shared Value Project in Australia.

 

Ross’ formal qualifications include a BSc (Geophysics), GradDipEd, and MBA (Deakin University).

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CEO/Executive Director

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.

 

In this role, Simon works with RIAA’s over 300 member organisations with the goal of delivering on RIAA’s mission of promoting, advocating for, and supporting approaches to responsible investment that align capital with achieving a healthy and sustainable society, environment and economy.

 

As well as driving RIAA to be a more impactful organisation, Simon is active across the region and internationally in responsible investment and sustainable finance initiatives. Simon is currently the co-Chair of the Steering Committee of the Australian Sustainable Finance Initiative, working on the NZ Sustainable Finance Initiative, a member of the Global Sustainable Investment Alliance, and on the National Advisory Board on Impact Investing in New Zealand

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Treasurer

Farren Williams

Farren has 19 years’ experience providing tailored financial solutions to wealthy individuals and families, non-profits and foundations.  She is passionate about responsible investing and has tailored ethical solutions for clients for over a decade, developing ethical investing policies, designing portfolios, reviewing exposures, providing impact investing advice and running tailored workshops.

 

In addition to being a Partner at Koda Capital, Farren is Deputy Chair of the Royal Botanical Gardens Foundation Victoria and on the Investment Committee of the Aesop Foundation.  Previously on the Investment Committee of The Myer Foundation, she undertook due diligence on impact investments culminating in the foundation’s first impact investment in 2015.

 

Farren has been on expert panels for the Generosity Forum, RIAA, Philanthropy Australia ad GiveWell.

 

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Secretary

Grace Palos

Grace Palos is the Chief Marketing Officer at Future Super, where she is leading the movement to use the power of money to invest, advocate and campaign for a future worth retiring into. A highly experienced marketer, Grace’s work building brands and marketing financial services has transformed businesses including Australian Ethical, Stake, and now Future Super. She believes that money is one of the most powerful tools we have for societal change and that communicating this clearly is the key to unlocking this power. She specialises in brand and communications strategy, consumer behavior, community building, and analytics.

 

Grace holds a masters in marketing from RMIT where she completed a thesis on ‘Young women and retirement planning products: the need recognition stage.’

 

Grace’s work has been recognised by the Australian Graphic Design Association, Mumbrella and she is a sought-after speaker on the subject of marketing, money, communication and how they intersect. Grace sits on the board of Youth Action, where she oversaw the rebrand at Deputy Chairperson.

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New Zealand Representative

Matt Mimms

Matthew Mimms is the Managing Director and Founder of the Investment Store. Matthew has 28 years experience in the investment management and financial services industry both in New Zealand and the UK. Prior to establishing the Investment Store, he was Head of Retail Sales and Service at BT Funds Management.

 

He has held a number of senior distribution positions and was the Chair of the Auckland branch of the Financial Planners and Insurance Advisers Association from 2000 to 2002.

 

In 2006, Matthew established The Investment Store, a specialist 3rd party distribution firm that aims to assist boutique and specialist managers to market their capabilities to professional intermediaries in NZ.

 

In 2010, Matthew was integrally involved in the NZ Responsible Investment Briefing, an annual industry conference aimed at championing the responsible investment movement amongst industry participants in NZ. In addition, Matthew is co-founder of Perfecting Investment Portfolios, a thought leadership conference for professional financial intermediaries. Both events are now regular features in the industry calendar.

 

He has a business degree from Sheffield University in England and a Diploma in Business Studies (personal financial planning) from Massey University.

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Pablo Berrutti

Pablo Berrutti is the senior investment specialist at Stewart Investors, Sustainable Funds Group, where he helps the team coordinate communications, reporting and company engagement. Pablo was the Head of Responsible Investment Asia Pacific for First Sentier Investors for seven years. In this role he was responsible for supporting investment teams across the group incorporate sustainability considerations in their investing.

 

Pablo is also the founder of a not-for-profit library and resource centre dedicated to helping people inside and outside finance advocate for a sustainable financial system. Information on the library can be found at https://www.linkedin.com/company/altiorem1. Pablo is also the former Chair and current Deputy Chair of the Responsible Investment Association of Australasia and is on the management committee of the Investor Group on Climate Change.

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Francie Doolan

Francie is passionate about using business and finance to shift us to a more socially equitable and environmentally regenerative world.

 

Francie is a non-executive director at Impact Funds Management, a subsidiary of Impact Investment Group (IIG). IIG is a leading Australian impact investment funds manager and co-investor. IIG offers investments in solar and sustainable property and precincts. Francie is also a non-executive director of the portfolio manager of the Inspire Australian Equities Fund, a Fund designed for investors seeking to invest in Australian companies that are solving the world’s problems.

 

Francie is the Chief Financial Officer/Chief Investment Officer at Small Giants, an impact investment family office.

 

Francie is a Chartered Accountant, Graduate of the Australian Institute of Company Directors and a member of the Australian Psychological Society.

Kathryn McDonald

Kathryn McDonald

Kathryn’s professional background is in quantitative investing. She joined the risk modelling company BARRA immediately after graduate school, then joined AXA IM Rosenberg and held a variety of roles from Portfolio Manager, Head of Investments for Australia/New Zealand, and finally Head of Sustainable Investing. She left AXA IM Rosenberg in early 2020. She has since co-founded Radiant ESG, an asset management firm dedicated to ESG and UN SDG-aligned investing.

 

She is also the founder of Aquanos Collective, a company focused on water risk and innovation in water infrastructure and technology. Kathryn serves on the board of the Big Fix Uganda, and is a member of the Bretton Woods Committee.

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Daniela Jaramillo

Daniela Jaramillo is a Senior Responsible Investment Adviser at HESTA, where she focuses on integrating the Sustainable Development Goals (SDGs) into the Fund’s investment strategy.

 

Daniela has held roles in responsible investment across the UK and US before settling in Australia. She is the Chair of the Investor Working Group of 40:40 Vision and a member of the PRI Stewardship Advisory Committee.

 

Originally from Ecuador, her career began as one of the founding members of a not for profit focusing on improving education and health outcomes in the region. Daniela holds an MSc. in Environment and Development from London School of Economics and a B.A in Journalism from Universidad San Francisco de Quito.

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Justin Medcalf

Justin is the Head of Innovation at Bendigo Wealth (a division of Bendigo and Adelaide Bank Limited), and advisory council member at the Environmental Grant-Makers Network.

 

He is the former CEO of The Emerald Club Ltd and former Managing Director and Financial Planner at Green Equity Management. Justin was the founding Chairperson at the Ethical Advisers’ Co-operative Ltd, was a Compliance Development Manager at both AMP Ltd and Count Financial Ltd, and Treasurer for Project Australia.

 

Over the years, Justin has presented on Responsible Investing at numerous national and international conferences and events. During his time as a financial planner he also facilitated workshops for community groups, government and business.

 

Justin holds a Bachelor Degree in Accounting, an Advanced Diploma in Financial Services, is a Fellow of the Centre for Sustainability Leadership and is currently completing a Graduate Certificate in Social Impact.

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Arti Prasad

Arti Prasad is a Senior Investment Strategist for the Guardians of NZ Superannuation, Crown entity that manages the New Zealand Superannuation Fund.  Arti works on the development and implementation of the Guardians’ Responsible Investment, climate change and corporate governance policies. Arti has been with the Guardians since 2017, following two years with the Queensland Investment Corporation (QIC) as Head of Responsible Investment.  Prior to that she worked for the Guardians as a Senior ESG Analyst and as a Senior Policy Analyst at the NZ Ministry for Environment, working on policy related to business sustainability, water and climate change.

 

In 2014 she was named one of Chief Investment Officer magazine’s ’Top 40 under 40’ in the asset allocation world.

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Dave Rae

Dave has been an adviser for 19 years and is accredited as a CERTIFIED FINANCIAL PLANNER™ and SMSF Specialist Advisor™. He is also accredited by the Responsible Investment Association Australasia (RIAA) as a Certified Financial Adviser.

 

Over the years, Dave has received FPA and dealer group adviser awards and been a regular presenter at conferences and seminars. He is regularly sought out for advice by advisers’ who are early in their responsible investing journey.

 

Dave is a member of the Ethical Advisers’ Co-op and a Working Group member of the Australian Sustainable Finance Initiative (ASFI). He also holds a BEc (Accounting) and Graduate Diploma Financial Planning.