Are some ESG funds better than the rest?

2 Weeks To Go!

Money Management will be bringing together the best performing ESG/Responsible funds and placing them under the microscope to understand what makes them better than the rest.
Principal Advisor, Claire Mackay and Senior Advisor, Mike Josephson will also be joining the panel to present the perspective of advisors and their clients.

The ESG/Responsible Investment Webinar panel consists of speakers from :

Australian Ethical Investment
Ethinvest
Nanuk Asset Management
Quatum Financial

CPD ACCREDITED

Join over 500 peers who have already registered for the ESG/Responsible Investment Webinar, earn CPD points and hear from industry experts!

ALREADY REGISTERED?

Already registered for other webinars in the Future of Wealth Management Series and want to add ESG/Responsible Investment Webinar to your registration?

Login to your Virtual Event Space below using the same email address you provided during registration and go to the "All Webinars" tab.

Virtual Event Space

EXPERT SPEAKERS

Leah Willis
Head of Client Relationships
Australian Ethical Investment

Leah is the Head of Client Relationships at Australian Ethical Investment, Australia’s leading ethical superannuation fund and investment manager with over $4bn in funds under management.

Leah joined Australian Ethical in December 2016 and is responsible for client relationships across all of Australian Ethical’s intermediated channels, including financial planners, employers, and institutional clients. Leah has more than 20-years’ experience in financial services distribution, including senior distribution positions with Rothschild Asset Management, BT Financial Group, Barclays Global Investors, and most recently as Head of Key Accounts for IOOF.

Mike Josephson
Senior Financial Advisor
Ethinvest

Based in Melbourne, Mike is a financial adviser and works with individuals, families, not-for-profits and charitable foundations to help them achieve their financial and investment goals in alignment with their values.

Mike has been providing financial and investment advice which incorporates ethical and ESG considerations since 2003 when he first began providing investment advice with an ethical overlay to Catholic institutional clients.

Since migrating to Australia in 2008, Mike has worked at ANZ and boutique financial planning practices. He is currently a Senior Financial Adviser with Ethinvest, helping to establish and grow their Melbourne team.

In addition to specialist training in Financial Planning specific to Australia, he holds a Bachelor’s and Master’s Degree from Princeton University in the United States. Mike is FASEA exam qualified.

Tom King
CIO
Nanuk Asset Management

Tom King (CIO) was involved in the formation of Nanuk in 2009 and is responsible for the management of the New World Fund. Tom has broad experience in equity funds management, investment banking and private equity. His was previously an investment manager at Consolidated Press Holdings Limited and prior to that held the position of Associate Director with NM Rothschild and Sons (Australia) Ltd where he was involved in a number of roles, primarily within Rothschild’s investment banking division. Tom has also worked as an equity investment analyst and as an industrial consultant. He holds a first class honours degree in Engineering from the University of Melbourne. Tom has also won an Olympic gold medal in sailing and has been awarded a medal of the Order of Australia.

Find out more about the series

The Future of Wealth Management Webinar Series is a six-part webinar event that will run from March to November 2021. We will be covering six of the most relevant topics for the wealth management industry including Managed Accounts, ESG/Responsible Investment and many more.

Please email events@moneymanagement.com.au if you have any questions.
Enjoy the webinar series!

We'd like to thank our 2021 sponsor for supporting the ESG/Responsible Investment Webinar.

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