Ord Minnett & CFA Society Sydney – Social Impact Seminar

Date: Thursday, 21 November 2019
Where: Ord Minnett Seminar Room – Level 8, 255 George Street, Sydney
Time: 12:15pm for 12:30pm start till 2:00pm (lunch included)
Cost: $15 members and $30 non-members

For any enquiries, contact Emma Phillips

REGISTER HERE

Ord Minnett and CFA Society Sydney are delighted to invite you to join us for a panel discussion focused on how responsible and sustainable investing improves returns both financially and socially/environmentally.

Panellists will include:

  • Andrew Cairns, CEO of Community Sector Bank
  • Yen Wong, CFA, Head of Credit Research for Altius Asset Management
  • Nick Pride, Strategic Wealth Adviser at Ord Minnett

The discussion will be moderated by Amanda Goodman who is Head of Syndication at Impact Investment Group.

Topics covered will include:

  • The difference between responsible / ESG / impact investing
  • The challenges with measuring social and environmental impact, and some solutions
  • How different responsible investment approaches can be applied across asset classes to improve risk-adjusted returns
  • The barriers for institutional investors around responsible investing
  • Green-washing and what to look out for.

CFA Society Sydney has determined that this program qualifies for 1 CE credit hour under the guidelines of the CFA Institute Continuing Education Program. If you are a CFA Institute member, use the member app to record your CE credit for your participation in this presentation.

Andrew Cairns, CEO of Community Sector Bank

Yen Wong, CFA, Head of Credit Research for Altius Asset Management

Nick Pride, Strategic Wealth Adviser at Ord Minnett

Andrew Cairns, CEO of Community Sector Bank

As CEO of Community Sector Banking, Australia’s not-for-profit banking specialist, Andrew Cairns believes not-for-profits are at the heart of a healthy society – they create the social fabric of our communities and ensure our wellbeing.

Andrew joined in March 2016, after a long career working nationally and internationally across a variety of industries – from manufacturing and the service industry to telecommunications, including 15 years within the Bendigo & Adelaide Bank Group.

After more than 30 years working in the corporate sector, Andrew firmly believes that business can, and should be a force for good. In joining Community Sector Banking, he saw the chance to seize a compelling opportunity to both do good business and be a good business. He is committed to helping not-for-profits make a real difference in communities

Yen Wong, CFA – Head of Credit Research for Altius Asset Management

Yen is a seasoned Credit and ESG specialist who has expertise in both Australian and global corporate credit analysis, with investment grade and high yield companies, having spent more than 10 years as a credit analyst. Yen has led and implemented research processes, managed a team of analysts and integrated environmental, social and governance (ESG) factors into fixed income and credit investments.

Prior to joining Altius, Yen worked for Colonial First State Global Asset Management (CFSGAM) and Citigroup Asset Management.

Yen holds a Bachelor of Mathematics from Queensland University of Technology and is a CFA charterholder.

Nick Pride, Strategic Wealth Adviser at Ord Minnett

As a Strategic Wealth Adviser, Nick helps clients achieve their personal and financial goals by helping them identify the right strategy, structure and investment portfolio for their needs. He then partners with them over the long-term through a trust-based advice relationship to grow their wealth and passive investment income to ensure they achieve financial security.

Nick holds a Masters of Applied Finance (Financial Planning).