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Overview of the 2020 Seminar Series

14th Oct. 2020

In response to the global impacts being felt by every New Zealander during the COVID-19 outbreak, Mindful Money is looking for the positive opportunities and ways that we can build back better. A big part of the solution is investing ethically and making a positive impact through our choices. There is a growing global movement to make investment a force for good, and we want to ensure New Zealand is at the forefront.

Making Money a Force for Good

Welcome to this series of free and interactive seminars, bringing you insights from leading ethical fund managers, financial advisers and international experts in sustainability and finance.

Series 1: Ethical investing in the COVID crisis

How ethical should a KiwiSaver fund be? John Berry, CEO CareSaver. 16.4.20 View the video and read the summary here.

KiwiSaver Disrupter: Simplicity's ethical low-fees model. Andrew Lance, CIO Simplicity. 23.4.20 View the video and read the summary here.

How can ethical investing earn higher returns? David Beattie, CIO Booster NZ. 30.4.20 View the video and read the summary here.

An Islamic & ethical mandate for KiwiSaver investment. Brian Henry, Founder of Amanah Ethical and Sandra Clark, Operations Manager. 7.5.20 View the video and read the summary here.

Budget Day: Implications for investment and sustainability. Panel with business, finance and sustainability experts - Abbie Reynolds, David Hall and Bridget Coates. 14.5.20 View the video and read the summary here.

The role of an independent expert ethical advisor Dr. Rodger Spiller, Responsible and Ethical Financial Advisor. 21.5.20 View the video and read the summary here.

What is ESG management and how does it make a difference? Extended Session (1hr) featuring Mercer, AMP Capital and Kiwi Wealth. 28.5.20 View the video and read the summary here.

Thinking clearly about investing in a crisis. Mary Holm, financial advisor and media commentator. 4.6.20 View the video and read the summary here.

Series 2: Investing for Sustainability 

Principles for a Responsible Recovery. Simon O'Connor, CEO of Responsible Investment Association of Australasia. 10.6.20 View the video and read the summary here.

The urgency of climate finance Sir Jonathon Porritt. 17.6.20 View the video and read the summary here

A roadmap towards sustainable finance. Pip Best and Erica Miles, SFF Secretariat. 24.6.20 View the video and read the summary here.

Mindful Money – the first year. Barry Coates and Karen Swainson, Mindful Money. 1.7.20 View the video and read the summary here.

Series 3: Investing for Real Change

Beyond Divestment: How Fund Managers are engaging with companies on climate action. Andrew Bascand, MD Harbour Asset Management and Jorge Waayman, ESG Analyst. 15.7.20 View the video and read the summary here.

Building trust & sustainability in our investment system. 22.7.20 Rob Everett, CEO Financial Markets Authority (FMA). View the video and read the summary here.

Is it time for divestment from alcohol companies? Nicki Jackson, Executive Director of Alcohol Health Watch and David Beattie, Principal, Booster Asset Management. 29.7.20 View the video and read the summary here.

Building financial capability  Tom Hartmann, Managing Editor, Commission for Financial Capability (CFFC) and Sorted website. 5.8.20 View the video and read the summary here.

Investing for a Sustainable Recovery for our Mindful Money conference, we are joined by a very distinguished speaker and panelist line up.  19.8.20 View the video and read the summary here.

Investing responsibly and acting on climate change Matt Whineray, CEO New Zealand Superannuation Fund. 26.8.20 View the video and read the summary here.  

Building a low carbon, resilient finance system. Hon. James Shaw, Minister for Climate Change. 2.9.20 View the video and read the summary here.

Taking a gender lens to ethical investing. Angela Meyer, Founder Gender Justice Collective and Martin Lewington, CEO Mercer New Zealand joins our expert panel. 9.9.20. View the video and read the summary here.

A Māori perspective on investing ethically. Temuera Hall, co-founder of Tahito. 16.9.20 View the video and read the summary here.

Investing for the environment Kevin Hague, CEO Forest & Bird and John Berry, CEO Pathfinder & Caresaver. 23.9.20 View the video and read the summary here.

Corporate Conversations: Kathmandu Reuben Casey, CEO Kathmandu and Øyvinn Rimer, Director, Senior Research Analyst, Harbour Asset Management. 30.9.20 View the video and read the summary here.

Series 4: Investing for Positive Impact

Laying the foundations for Impact Investment in Aotearoa  David Woods, Deputy Chair of New Zealand Green Investment Finance, Rangimarie Price, Director of The Connective, Chair of Taitokerau Education Trust and Jamie Newth, Lecturer at University of Auckland. View the video and read the summary here.

Pioneering NZ impact funds Impact Enterprise Fund - Roy Thompson, one of the founders and Investment Committee member, Purpose Capital – Bill Murphy, Founder and Executive DirectorTe Puna Hapori – Simba Marekera, Executive Director for Investment Solutions, Brightlight Climate Venture Capital Fund (yet to be established) – Rohan MacMahon, principal, Wollemi Consulting.  View the video and read the summary here.

Impact Funds and Social Housing Fiona Matthews - National Operations Manager of Salvation Army Social Housing, Paul Gilberd - General Manager of Community Finance and Sam Goldwater - Portfolio Manager, Director & Investment Committee Member from Generate Investment Management. View the video and read the summary here

Ethique's impact journey from start-up to scale up scaled investment: We talked to Brianne West, Ethique's founder and CEO about impact financing from her kitchen to an internationally-celebrated brand. View the video and read the summary here

 The Sustainable Finance roadmap: What are the opportunities?  We talked with Ivan Diaz-Rainey, Associate Professor of Finance, University of OtagoAnne-Maree O’Connor, Head of Responsible Investment at the New Zealand Super Fund and Justine Sefton, Associate Director and Head of Sustainable Finance, KPMG. View the video and read the summary here

Combating Modern Slavery in New Zealand through Investor Action We talked with Dr. Christina Stringer, Associate Professor at University of Auckland and co-founder of the Centre for Research on Modern Slavery, Tania Donaldson, Manager for Employer Systems and Assurance at the Ministry of Business Innovation and Employment (MBIE) and Remco Slim, product manager at Sustainalytics. View the video and read the summary here

Highlights from our Seminar Series: Mindful Money’s Barry Coates pulls out some highlights from the 30 weekly seminars. He is in discussion with Vincent Heeringa, host of a great seminar series, This Climate Business. View the video and read the summary here

Thanks also to our other sponsors:

Mercer, AMP Capital, Kiwi Wealth, Milford Asset Management and Devon Funds Management.