Board Bios

Pablo Berrutti

 

Chair

 

Pablo Berrutti has 10 years of financial services experience and has been recently appointed as Head of Responsible Investment Asia Pacific for Colonial First State Global Asset Management. Pablo joined CFSGAM from Perpetual in Sydney where he was Head of Responsible Investment for the last 3 years. Pablo is currently the Chair of the Investor Group on Climate Change Research Working Group, and a Director of Responsible Investment Association of Australasia.

 

Pablo has a diploma of superannuation and a certificate IV in financial planning. He is in the process of completing a graduate certificate in sustainability with the Harvard extension school.

 

 

Phil Vernon

 

Treasurer

 

Phil Vernon is the Managing Director of Australian Ethical Investment, a pioneer of socially responsible investment in Australia and with $650m in funds under management across a range of managed funds and superannuation options. Prior to joining Australian Ethical he was with Perpetual Limited with experience covering funds management, superannuation and capital markets and served on its Executive Committee. Industry association experience includes Chairman of the Australian Securitisation Forum as well as Chair of its Education Committee and its Regulatory Committees. He has extensive experience in industry consultation, consensus building and advocacy initiatives to government. Phil is also director of Planet Ark an environmental not for profit.

 

 

Greg Chipman

 

Greg Chipman is currently an Executive Director in Ernst & Young’s Asia Pacific Financial Services Office practice. He has extensive senior management, advisory and consulting experience in international banking, wealth management and broader financial services markets.
Greg has extensive professional experience in strategic, operational, risk and compliance issues and has been responsible for key thought leadership studies. His clients include numerous blue-chip financial institutions in both local and global markets and he has also advised Government & regulators, professional services firms, peak industry bodies and HNW consumers on key domestic and global issues impacting the financial services industry.
Before joining Ernst & Young, Greg was Managing Director and Co-Founder of award winning boutique firm CJC Global, Co-Head of Goldman Sachs JBWere’s Private Wealth Management business in Australia and advised retail and wholesale market participants for many years at KPMG.

He is a regular media & industry commentator, including at international forums, has sat on the RIAA Board for 8 years and chaired the Network for Sustainable Financial Markets Global Wealth Management Group.

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.

 

Anne-Maree O’Connor

 

Anne-Maree O’Connor is the Head of Responsible Investment for the Guardians of New Zealand Superannuation (Guardians) and plays a key role in the development and implementation of the Guardians responsible investment and corporate governance policies. Prior to joining the Fund, Anne-Maree was the Managing Director of Core Ratings, a leading European rating agency for independent investment analyses of corporate responsibility and governance risks.  She moved back to New Zealand after 20 years in Europe. Anne-Maree held various positions in the field of corporate responsibility and responsible investment including Head of Corporate Responsibility Ratings at Det Norske Veritas (DNV), Associate Director, SRI at Morley Fund Management and Head of SRI Research at Henderson Global Investors. She holds an MSc from the University College of Wales (UK),a BSc from Massey University (NZ) and the Investment Management Certificate (UK).

Will Richardson

 

Will Richardson is Chief Investment Officer of the Impact Investment Group (IIG).

 

IIG is a leading Australian impact investment funds manager with over $170m in assets under management. . IIG’s vision is to advance a new model of business – one ensuring economic, social and environmental prosperity. IIG originates investment platforms that generate financial, social and environmental value for investors.

 

Will oversees Impact Investment Group’s investment portfolio and investor/public relations. He has over 12 years-experience in the private equity, property and corporate finance sectors. His clients are predominantly families and high net wealth individuals. Will was previously Investment Manager at the CVC Group, after beginning his career at Ernst & Young. Will is a director of Right Now, a not-for-profit human rights media organisation.

Susheela Peres Da Costa

 

Susheela has been with Regnan since its early days, including at its predecessor BT GAS. She brings extensive insights into the financial implications of corporate under-investment in environmental, social and corporate performance from her involvement in developing Regnan’s highly regarded analysis of these matters. She also brings insights from her contact with many S&P/ASX200 directors and executives, which is undertaken as part of Regnan’s program of corporate engagement and advocacy. This process emphasizes constructive dialogue as a way to influence improved performance from companies in these areas. Prior to joining Regnan (then called BT GAS) in 2006, she held positions in corporate affairs, communications and marketing at BT Financial Group.

Karen McLeod

 

As an Authorised Representative of Ethical Investment Advisers, Karen McLeod holds the highest level of accreditation in Australia as a Certified Financial Planner TM (CFP).  She also holds a Bachelor of Business (with Distinction).  She is accredited by the Responsible Investment Association Australasia (RIAA) as a Certified Financial Adviser.  Karen has served 5 years as a Board Member of RIAA and to the RIAA Certification Committee.  Additionally, Karen is a member of the Ethical Advisers’ Co-operative and served as the Chairperson in 2014.  She is also a member of the peak industry association in Australia, the Financial Planning Association (FPA).  In 2009, the Australian Financial Review’s ‘Smart Investor’ magazine awarded Karen McLeod a place in their Master Class Top 50 Honour Roll (Australia wide).  This achievement is based on her technical expertise. She has loved running her own practice in Brisbane for over 10 years.

Peter Murphy

 

Peter Murphy has been the CEO of Christian Super since early 2008.   Previous to his appointment at Christian Super, Peter held several senior management roles within Christian faith based organizations and prior to that he spent eight years in funds management with Macquarie Bank.

 

An even broader governance experience has been gained by Peter through his participation on numerous committees and Boards in the education, aged care and not for profit sectors over the past 20 years.

 

Peter has an undergraduate degree is Business as well as holding Master degrees in both Commerce and Arts (Christian Studies).  Furthermore, he is a Fellow of society of CPA and a member of Australian Institute of Company Directors.

Matthew 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.

Sarah Barker

 

Sarah is a Special Counsel at commercial law firm Minter Ellison.  She has two decades’ experience advising Australian and multi-national clients on governance, compliance, misleading disclosure and competition law (antitrust) issues.

In addition to her role with RIAA, she is currently a non-executive director of Emergency Services & State Super and NRCL Ltd.  She has been actively involved as an examiner, lecturer and course materials author for the Australian Institute of Company Directors for more than a decade, including the ‘Directors’ Duties & Responsibilities’ unit of Australia’s leading professional directors’ qualification, the Company Directors’ Course.

Sarah’s work on fiduciary duties and responsible investment is internationally recognised, and has received awards from organisations such as the Global Corporate Governance Institute and the United Nations PRI. She sits on the Technical Working Group of the international Climate Disclosure Standards Board, and is an academic visitor at the Smith School of Enterprise and the Environment at Oxford University.

Jim Hardy

 

Jim has extensive past experience in Commercial Banking and Project Finance across diverse markets. Most recently working on Community capacity building and the development, risk assessment, delivery and management of sustainable funding solutions for the Not-for-Profit sector. Jim specialties in Community and Government engagement, match funding negotiation and project scoping.

Holding a Bachelor of Business plus a Diploma of Financial Services (Financial Planning) Jim has a keen interest in furthering the growth of sustainable long term investment strategies/product development which will provide positive social and/or environmental outcomes along with suitable financial returns.

Jim currently sits in two NFP boards (in a governance and advisory capacity).