Board Bios

Pablo Berrutti

 

Chair

 

Pablo Berrutti is the Head of Responsible Investment Asia Pacific for Colonial First State Global Asset Management (‘CFSGAM’).

In his role, Pablo is responsible for supporting CFSGAM’s investment teams and working across asset classes in the Asia Pacific region. Prior to joining CFSGAM in July 2012, Pablo was the Head of Responsible Investment for Perpetual, Sydney. In this role Pablo was responsible for the design, implementation and maintenance of Perpetual’s responsible investment framework.

Pablo has over 15 years financial services experience, including 5 years in risk management roles with the Commonwealth Bank Group and Perpetual.

Pablo has been the Chairman of the Responsible Investment Association of Australasia since 2012. Pablo is a member of the management committee for the IGCC and chair’s it’s investor disclosure working group.

Pablo has a graduate certificate in sustainability from the Harvard extension school, a diploma of superannuation and a certificate 4 in financial planning.

Phil Vernon

 

Treasurer

 

Phil is the Managing Director of Australian Ethical Investment and a trustee of Australian Ethical Superannuation.

Australian Ethical was a pioneer in ethical investing in Australia. With over $2.5 billion in funds under management it was the fastest growing superannuation fund in Australia in 2017. It is also an active impact investor, with 10% of its profits each year funding its Foundation which supports the social enterprise and charitable communities.

Phil has over 30 years’ experience in financial services. He is a Director of the Responsible Investment Association, the Planet Ark Environmental Foundation and is Chairman of Beyond Zero Emissions, a climate change think tank.

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).

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 Head of Responsible Investment for the New Zealand Superannuation (NZSF). Her main role is the development and oversight of the Guardians’ responsible investment (RI) framework which includes integrating environmental, social and governance considerations across the New Zealand Superannuation Fund’s investments. Anne-Maree is a current board member of the RI Association Australasia and is a recipient of the Women of Influence 2017 award in the Board and Management category.

 

Anne-Maree has over 20 years of experience and has held senior roles in the RI and corporate responsibility field including Managing Director of CoreRatings, Associate Director RI at Morley Fund Management and Head of RI Research at Henderson Global Investors. Anne-Maree 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 Head of the Venture Capital division for the Impact Investment Group (IIG).

 

IIG is a leading Australian impact investment funds manager with over $700m in assets under management. Its mission is to shift capital towards investments that blend financial returns with deep social and environmental impact, and to lead by example in using all of our resources to create the world we want to live in.

 

Will’s role includes acting as Managing Partner for the Giant Leap Fund, Australia’s first and only 100% impact venture capital fund. He has over 15 years-experience in the sectors of venture capital, private equity, property, corporate finance and accounting. 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.

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 sought to promote responsible investing for over a decade in his roles in the superannuation, financial services and not for profit sectors.   A former chief executive officer of Christian Super that under his tenure won a number of awards but more importantly pioneered impact investing within the superannuation space.  He currently holds directorship roles in a range of not for profit and financial services organisations and is presently the Chair RIAA’s Impact Investing Forum.   He is a fellow of the Society of CPA’s, a fellow of the Australian Superannuation Funds Association and a graduate of the Australian Institute of Company Directors. He holds an undergraduate degree in Business and Masters degrees in both Arts and Commerce.

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.

Talieh Williams

 

 

Coming Soon.