Roadshow: Metamorphosis 

As society continues to navigate through the COVID pandemic, climate change, equality and sustainability issues, many Australians are concerned with where their money is being invested. As a result, ESG investing has dramatically developed in recent years and is now part of the investing armoury for advisers and their clients.

In a joint session from eInvest, Mercer and Robeco, discover why you should consider ESG investing for your clients and how to position for transition as both capital markets and investment strategies address societal concerns.

This exclusive session will be limited to 30 people, to foster conversation between advisers and presenters. The session will be CPD accredited for those that attend.

In this session:

  • Understand the demand for ESG investments in both the capital markets and investment management industries.
  • What are the performance driven benefits for clients that adopt sustainable investment strategies.
  • How to improve risk management and identify new investment opportunities for investors.
  • Examples of equity and fixed income ESG investment strategies.

All attendees will be eligible to receive CPD hours

Times and Dates

Wollongong: 12.15 to 2pm, 1 April 2022
Wollongong Golf club,  151-161 Corrimal St, Wollongong

Newcastle: 12.15 to 2pm, 29 March 2022
Rydges Newcastle, Wharf Rd and Merewether St, Newcastle

Canberra: 12.15 to 2pm, 5 April 2022
Hyatt Hotel Canberra, 120 Commonwealth Ave, Yarralumla

Lunch is provided. Include all dietaries in your RSVP.

About the speakers:

Faye Blakeney

Principal – Wealth Management, Mercer 

Faye Blakeney is a Principal in Mercer’s Wealth Management business. In her role as Head of Clients; Faye is responsible for providing support to Australian wealth management clients including large wealth management groups, trustees, private banks and advisory firms. She is based in Sydney.

Prior to joining Mercer in February 2022, Faye gained 21 years of experience in financial services. This includes 1.5 years at an Industry Superannuation fund where she was the key driver of investment related projects and solutions. Prior to this, she spent 9 years in Investment Consulting at Alexander Forbes in Johannesburg and 5 years in Investment Banking at Rand Merchant Bank after beginning her career in accountancy at KPMG.

Faye is a Chartered Accountant through the South African Institute of Chartered accountants and holds a Bachelor of Accountancy (Honours) degree from the University of Johannesburg.

Luke Fitzgerald

Wealth Management Leader, Mercer 

In his role as Wealth Management Leader, Pacific, Luke is responsible for providing support to Australian Wealth Management clients including large wealth management groups, trustees, platforms, private banks and advisory firms.  He is based in Sydney.

Prior to joining Mercer in July 2010, Luke gained 11 years of experience in financial services.  This includes his time at van Eyk where he managed relationships with major wealth management corporations and headed up the establishment of van Eyk in New Zealand; and at AMP where he was national business development manager for Hillross and was responsible for the acquisition of both practices and financial advisers. Luke has a strong distribution background in a variety of industries in Australia and New Zealand, as country manager and business development manager, respectively.

Luke holds Master of Business Studies (Distinction) from Massey University, a Bachelor of Science (Honours) from University of Canterbury, and a Post-Graduate Diploma in Management (Distinction) from Massey University

Camilla Love

Managing Director, eInvest 

Camilla founded eInvest in 2017 on the back of over 17 years industry experience. Camilla is passionate about getting Australians better invested and through eInvest this is her goal. She encourages more women to enter the finance industry and loves to share her passion about the industry with the next generation.

Camilla has jumped out of a plane twice, likes to ski off high mountains and loves a good laugh (one ‘Who’s line is it anyway’ episode at a time).

Matthew Young

Wholesale Regional Manager, Robeco

Matthew Young started at Robeco in July 2014 as Regional Manager, Wholesale. Matthew’s role is to build the Robeco brand and develop and manage client relationships within the Australian Retail market. Prior to that Matthew was Vice President at for 3.5 years working in the retail distribution team in NSW. Matthew also worked for 9 years at Colonial First State holding a number of positions in the distribution team including within Research and both the Victorian and New South Wales state distributions teams.
Matthew has a diploma of Financial Markets and Real Estate and is a Certified Investment Management Analyst (CIMA).

Zaffar Subedar

Investment Specialist, eInvest 

Zaffar joined eInvest in 2021 and has over 15 years of experience in the financial services industry and academia. Zaffar believes that active ETFs will appeal to many financial advisers and individual investors who are seeking flexibility, choice and transparency in building their portfolios.

At eInvest, Zaffar will focus on working with advisers and researchers in expanding our footprint in the market. In his spare time, Zaffar enjoys getting off the beaten track and furthering his knowledge of behavioural finance (his PHD subject area).

Tamas Calderwood

Investment Specialist, eInvest 

Tamas joined eInvest in 2019 and has over 25 years of experience in the financial services industry between Sydney, London and New York. Tamas believes that ETFs are a powerful disruptor in the investment landscape and their increasing adoption will help to break down many of the complicated barriers and obstacles that have made investing far too difficult for millions of Australians.

At eInvest, Tamas will focus on advisers, platforms and dealer groups to ensure the widest possible audience for our ETFs. Tamas also loves the ocean, both as a surf lifesaver and competitive (for his age group!) swimmer.

Disclaimer: This event is for general information purposes and is not financial advice. Always seek your own advice and read the PDS at www.einvest.com.au.  Past performance is not a reliable indicator of future performance. 

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Risk warnings

The value of stocks and shares, including unit trusts, can go down as well as up and you may not get back the amount you have invested.

The value of Gilts, bonds, and other fixed income investments including unit trusts can go down as well as up and you may not get back the amount you have invested.

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The value of investments in real estate can go down as well as up, and you may not get back the amount you have invested. Valuation is generally a matter of a valuer’s opinion, rather than fact. It may be difficult or impossible to realise an investment because the property concerned may not be readily saleable.

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This document is distributed in Australia by Robeco Hong Kong Limited (‘Robeco’) (ARBN 156 512 659) which is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order 03/1103. Robeco is regulated by the Securities and Futures Commission under the laws of Hong Kong and those laws may differ from Australian laws. This document is distributed only to “wholesale clients” as that term is defined under the Corporations Act 2001 (Cth). This document is not for distribution or dissemination, directly or indirectly, to any other class of persons. It is being supplied to you solely for your information and may not be reproduced, forwarded to any other person or published, in whole or in part, for any purpose.

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Investment Involves risks. Historical returns are provided for illustrative purposes only and do not necessarily reflect Robeco’s expectations for the future. The value of your investments may fluctuate. Past performance is no indication of current or future performance.