Ethical Finance Summit 2021 - Australiasian Regional Showcase
- Industry Knowledge
- CPD: Hour(s)
Ethical Finance 2021 - Financing a Sustainable Future: Climate and Beyond
We are delighted to be supporting Ethical Finance 2021, taking place from 8-10 June, with over 1,500 delegates from 100 countries set to come together for a virtual summit dedicated to driving positive change in financial services by bringing people together for action.
Convened by the Global Ethical Finance Initiative (GEFI), the Summit will begin with regional showcases on day one. We are proud to have worked with GEFI to curate the Australasia Regional Showcase that will take place at 4pm – 5.30pm (AEST) on Tuesday 8th June 2021.
The session presents a unique opportunity to showcase progress being made in sustainable finance in Australasia to a local and global audience.
FINSIA CEO and Managing Director Chris Whitehead Chartered Banker F FIN will provide a regional overview including key economic sectors, strengths and weaknesses, financial services marketing structure and the Government and regulatory frameworks for Australia and New Zealand.
Giles Gunesekera SF FIN, CEO of the Global Impact Initiative will moderate our panel session covering Australasia’s market drivers, priority areas (opportunities and challenges), products, services and initiatives and future outlook.
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Participants may be able to apply 1 hour towards meeting their annual continuing professional development obligations. It is the individual's obligation to determine relevance of CPD to their license conditions.
Giles Gunesekera SF FIN
Giles is the Founder and CEO of Global Impact Initiative. Giles has over 25 years’ experience of building and developing teams and businesses for global enterprises. Giles has held senior roles in the financial services industry spanning recruiting, training, product, distribution and leadership.
Giles has received an Outstanding Alumnus award from Oxford for creating an innovative, sustainable business that generates positive social impact. Giles is a Senior Fellow of the Financial Services Institute of Australia, Fellow of the School of Social Entrepreneurs, Fellow of the Institute of Managers and Leaders, and Member of the Australian Institute of Training and Development.
Giles has a unique blend of leadership and business skills gained in the corporate environment married with financial and governance skills gained in the Not for Profit sector. Giles holds numerous Volunteer Not-for-Profit Directorships ranging from Human Rights, Disabilities, Education, Arts and Sports. Giles is on Advisory Boards for the United Nations for Climate & Health and Sustainable Finance. He is an Advisory Board Member of the Securities and Investments Institute of Asia Pacific.
Giles has formal academic qualifications from Melbourne University, Monash University, Financial Services Institute of Australia and Oxford University.
Stuart is Head of Ethics Research at Australian Ethical Investment, a leading ethical investment manager attracting a growing number of Australians expecting their investments to provide both competitive returns and positive change for society and the environment.
Established in 1986, Australian Ethical manages over $5 billion in superannuation and managed funds for over 60,000 Australians. Stuart evaluates the impacts which companies' products, services and operations have on people, animals and the environment. He also contributes to Australian Ethical's engagement and advocacy for more sustainable business and investment models and practices
Stuart has 30 years’ experience in the investment, banking and legal sectors, and has a PhD in philosophy of mind.
Katharine Tapley is Head of Sustainable Finance at ANZ. She leads a 14-person team across Australia, New Zealand and Asia responsible for supporting ANZ’s clients to finance their sustainability strategies and ESG commitments.
Her team works alongside ANZ’s Capital Markets, Lending and Transaction Banking teams to deliver market insights and product solutions across the green, social, and sustainability-linked loan, bond and supply chain markets. Her team is also responsible for the operation of ANZ’s own Sustainability Bond issuance program with the bank’s Treasury team, and oversees ANZ’s 2025 $50b sustainable finance target.
She is a SteerCo member of the Australian Sustainable Finance Initiative and is a Board Member of Australia’s Carbon Market Institute.
Katharine is also a 2019 Kanga News Person of the Year and the 2020 winner of the inaugural Women in Banking in Finance award for Excellence in Institutional Banking.
Lucy Thomas is Head of Investment Stewardship with TCorp. Lucy is responsible for embedding stewardship principles across TCorp’s portfolios through ESG integration, active ownership and collaboration.
Prior to joining TCorp Lucy held the role of Global Head of Sustainable Investment at Willis Towers Watson where she supported asset owners in building organisational models and portfolios that deliver long term sustainable returns.
Lucy’s career experience includes roles in equity research at Morgan Stanley and funds management across listed equities and unlisted property in London, Europe and Australia. Lucy is passionate about the investment industry embracing an awareness of social and environmental returns alongside financial returns.
Lucy holds a BA (Hons) from Dublin University (Trinity College) and is a Chartered Financial Analyst.
Chris Whitehead Chartered Banker F FIN
Chris was appointed FINSIA CEO in September 2016. He has been associated with the Australasian financial services industry for nearly 30 years. Previously, he was CEO of CUA, Australia’s largest customer-owned financial institution, Regional Director, Bank of Scotland and CEO, BankWest Retail Bank.
He has extensive experience as a non- executive director including in the payments, wealth management and insurance sectors. He is also a Chartered Banker.
Commencing his career in IT, Chris maintains a keen interest in the ongoing impact of technology on financial services.
Talieh was appointed as VFMC’s Head of Investment Stewardship in February 2020.
Talieh is responsible for leading VFMC’s approach to investment stewardship, active ownership and ESG integration across VFMC’s investment portfolio.
Prior to joining VFMC, Talieh lead the ESG function at UniSuper for over a decade where she developed UniSuper’s approach to responsible investment (encompassing active ownership and ESG integration across all asset classes). This also included developing (and overseeing) UniSuper’s three dedicated sustainable investment options. In her role at UniSuper, Talieh also sat on the boards of the Australian Council of Super Investors, the Investor Group on Climate Change and the Responsible Investment Association of Australasia.
With 20 years professional experience, Talieh has also worked in management consulting, the oil industry and commercial legal practice.
Talieh holds a Bachelor of Laws (Honours), a Bachelor of Planning and Design and a Master of Social Science (International Development). Talieh is also a Graduate of the Australian Institute of Company Directors Course.
- Personal & Professional Development
- CPD Hour(s): 2
QLD Current and Future Leaders 2022
Great careers are built on more than just hard work. They’re defined by how well we handle adversity and navigate change and are shaped by the choices we make along the way.
Here’s your chance to learn from the very best in the industry. At Current & Future Leaders you’ll talk directly to some of Australia’s most experienced senior leaders about your career, the industry, and how to make the best choices for your future.