Mindful Money Conference and Awards 2024

2nd May 2024

Following the success of the Mindful Money Conference and Awards over the past three years, we are excited to announce an innovative and exciting approach in 2024 - Mainstreaming Impact and Celebrating Excellence.

Attendees at previous conferences have particularly remarked on the way that the event has built community across ethical and impact investing - to learn, share, discuss and network across the investment and finance world. We are doing this more intentionally this year.

An aim of the 2024 conference is to bring together the key actors in ethical and impact investment and accelerate the growth of positive impact investing into the funds management mainstream. 

The structure of the conference, with short, sharp addresses and panels, creates an opportunity for roundtables of participants to share, discuss and collaborate on ways to growth impact investing.

Following a networking and refreshments break, the awards ceremony will celebrate the finalists in each category, and the winners. This year, there is a new award - the people’s choice award. We will be reaching out far and wide for New Zealand’s favourite fund provider. 

Date: 12th of June 2024
Time:  2pm - 7.30pm

Venue: Maritime Room, Princes Wharf, Auckland CBD


Registrations open at 1.45pm

2pm: Mihi whakatau

Scene Setting: Barry Coates

Keynote address: Dylan Lawrence, General Manager for the investments team at New Zealand Trade and Enterprise

Panel discussion: ‘Mobilising Investment for Homes’ will feature initiatives that are driving private sector funding into housing developments that meet urgent social needs. Innovative partnerships have been used to support community housing associations to scale up their provision of social housing, and to meet the urgent need for affordable rental homes. 

Panellists include:

• Shamubeel Eaqub (Community Finance)
• Sam Stubbs (Simplicity)
• Jodi Hayward (Te Pae Roa)
• Kay Saville-Smith (CRESA)
facilitated by Alastair Rhodes (BayTrust).

Panel discussion: 'Ramping up investment in Renewables'

The private sector is driving the energy transition in New Zealand from coal, oil and gas to renewable energy.. The panel, "Ramping up Investment in Renewables," will discuss the scaling up of mainstream finance for new solar and wind power developments as well as distributed solutions, such as the pioneering work of SolarZero in rooftop solar.

Panellists include:

• Matthew Ward (SolarZero)
• Bill Murphy (Purpose Capital)
John Campbell (Our Energy Limited)
facilitated by Terina Williams (NZ Super Fund)

Roundtables with experts: Discussion, sharing, and exploring collaboration

A key highlight of the conference will be roundtable discussions, drawing on the interests and experience of the audience. They will be facilitated by some of New Zealand's leaders in mainstreaming positive impact investing. These structured discussions will bring diverse actors across fund management, financial advisers and wealth managers, private capital, venture capital, researchers and government to build a stronger understanding of how mainstream funding through KiwiSaver and managed funds can accelerate investment for positive impact. 

Feedback from Roundtables
What are the most important levers to accelerate impact into the mainstream?

4.45pm: Networking & Platters

A huge Thank You to our Sponsors who make this possible: 

SILVER: NZ Super Fund
GENERAL: ArtesianBay TrustBooster, Craigs Investment Partners,  GenerateMilfordMoneyworksNew Ground, Stewart Investors & Trust Management

Interested in becoming a sponsor?
For further information about sponsorship opportunities relating to the Mindful Money Awards contact: awards@mindfulmoney.nz

The Mindful Money Awards celebrate the role that ethical and impact investing are playing in making money a force for good. They reflect the growing movement to re-orient investment finance towards sustainability and well-being, providing solutions to the mounting crises of climate change, biodiversity loss and inequality.


5.15 pm Introduction - Barry Coates

5.25 pm Keynote Address - Izzy Fenwick, founder of Futureful, an ESG-based recruitment website, an emerging director for the Aotearoa Circle and a passionate advocate for a youth voice in governance. 

5.40 pm Awards MC - Jesse Mulligan

5.45 pm Awards Ceremony

  • Best Ethical Investor
  • Best New Ethical Fund 2024
  • Best Overseas Fund
  • Best Impact Investor

Address and Judges Statement 

  • Best Climate Action Investor
  • Best Media Reporting on Ethical and/or Impact Investment
  • Best Ethical Financial Adviser
  • Best Ethical KiwiSaver Provider
  • People's Choice Award (in memory of Rod Oram)

6.40 pm Closing and thanks

Networking, drinks, and nibbles until 7.30 pm 

A huge Thank You to our Sponsors who make this possible: 

Awards Sponsors:
GOLD: Public Trust & Sustainalytics 
GENERAL: Australian Ethical,  Bay TrustCraigs Investment Partners, ConvergenceFirst Sentier & Stewart InvestorsMilford & Trust Management

Interested in becoming a sponsor?

For further information about sponsorship opportunities relating to the Mindful Money Awards contact: awards@mindfulmoney.nz

2024 Award categories and criteria

  • Best Climate Action Investor
  • Best Media Reporting on Ethical and/or Impact Investment
  • Best Ethical Financial Adviser
  • Best Ethical KiwiSaver Provider
  • People's Choice Award
  • Best Ethical Investor
  • Best New Ethical Fund
  • Best Overseas Fund
  • Best Impact Investor

Entries have now closed

2024 Mindful Money Awards Timeline

Awards entries open:
8th of March
Awards entries close:
Midnight 4th of April 2024
Finalists announced:
20th of May
Awards Event:
Thursday 12th June 

Judging process

A robust and independent judging process is a crucial foundation for credibility of the Awards. Mindful Money consults widely in the sector to select 3-4 category judges for each Award category. Judges will be respected for their work, know the category well and be objective.

  • Award entry documentation will be treated as confidential by the organisers and judges.
  • Judges will be asked to declare any conflicts of interest and, if the conflicts are deemed to be significant , will step aside from the judging process.
  • Each judge will volunteer their time without compensation and make a commitment to assist with the integrity of the awards.

The judging process will be robust, fair and focused on recognising excellence amongst the entrants in each category.

  • The judges will prepare a shortlist of finalists and recommend a winner for each Award category. The shortlist for each category will be reviewed by the Judging Committee, a core group of experienced judges, to ensure consistency and integrity.
  • The Judging Committee’s decisions on the selection of entries for the shortlists and the category winners are final.
  • Judging scores remain confidential to judges and no correspondence will be entered into regarding the outcome of the awards.

Terms & Conditions of Entry

  • An administration fee of $150 + GST per award entry is charged. An invoice will be sent to the contact details submitted with the award entry and must be paid by 31st May 2024.
  • Entrants may nominate their own business, or others. You do not have to be nominated in order to enter the awards.
  • All entrants must provide true and accurate information and disclose any liabilities such as business and/or tax related and/or current pending litigation, which could compromise the judges’ analysis of the business, and/or adversely affect the integrity and reputation of the Mindful Money Awards.
  • Mindful Money will not accept responsibility for errors or omissions reproduced in award publicity material, or for work lost or damaged.
  • Entrants should not make contact with the judges for lobbying or promoting their entry.
  • Judging will be based on the evidence provided in the initial entry. Once shortlisted within a category, supplementary information may be required.
  • Finalists and winners agree to being involved in publicity related to the awards, including photo and other media opportunities with sponsors, judges and Mindful Money staff.
  • Category finalists must be available to attend the Awards event in Auckland CBD on 22th June in person, or through a representative.
  • Mindful Money reserves the right and shall be permitted at all times to use at their discretion any material submitted for the Awards, on the Mindful Money website and in promotional and educational material for the purposes of generating awareness and publicity about the annual awards events.


Contact: For any enquiries about the Mindful Money Awards contact: awards@mindfulmoney.nz


A huge thanks to our supporting partners: MinterEllisonRuddWatts,  The Impact Investment Network, RIAASustainable Business Network, Centre for Sustainable Finance

Community partners: Foundation North and Whakatupu Aotearoa Foundation