SPEAKING AND FACILITATION
Understanding ESG and sustainable finance is vital for finance professionals - we’re here to help you and your team level-up your event with speaking and professional development.
Alexandra Brown has been speaking to audiences for many years about ethical investing with a strong focus on the implementation of client values and sustainability in financial advice. She loves to connect with people who are advocating and influencing sustainable finance. Alexandra shares her knowledge about ethical and responsible investing through live and virtual events, workshops, podcast interviews, and online professional development sessions.
“I think Alexandra is pioneering something that is so required in the finance industry...she is absolutely brilliant and a very welcoming and easy professional to deal with.”
Nataliya Dikovskaya, NASHAUS Consulting
TYPICAL THEMES
Foundations of sustainable finance
How to incorporate ethical investing in financial advice
Discussing ethical investment preferences with your clients
Ethical and responsible investment techniques
Gender lens investing
Shareholder engagement and advocacy
ESG + Sustainability
Nature and biodiversity
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“ReNest 002 was stunning, with the thoughtful, generous and informative Alexandra Brown. Alexandra took us through investing with a gender lens and some of the data was breathtaking, and some of the examples full of hope. The gaps are huge, and we know that gender gaps are at the heart of all inequities.”
Moira Were AM, Hen House Co-op
UPCOMING EVENTS
16 November 2023
Gender Lens Investing in practice
Organisation:Â Altiorem
Event Type:Â Virtual
Location:Â Australia + Global
Details:Â Join us to hear our panel of experts discuss gender lens investing in practice. Discover how the banking and finance industry connects investor capital with businesses empowering women and girls by offering access to education, healthcare, fair living conditions, financial resources, and equal opportunities. Learn about the evolving strategies for advancing gender equality in investments.
Altiorem's head of research, Alexandra Brown, is joined by Ivka Kalus from Promethos, and Julia Mason from EquityJV. This event introduces Altiorem's first expert guide, which explores gender lens investing, its benefits, challenges, and key resources to deepen your knowledge.
“Alexandra's passion and enthusiasm for ethical advice is infectious, and she presents the content in a very engaging and compelling way.”
Ross Little, Ethical Investment Advisers
Past EVENTS
19 October
Expand Extra Investment Menu Showcase
Organisation:Â Insignia Financial
Event Type:Â In person
Location:Â Adelaide, South Australia AU
Details: Join us for a boardroom lunch with Ethical Invest Group, Pengana and Alphinity.
Alexandra Brown, founder and CEO of Ethical Invest Group will discuss how ethical and sustainable investment advice can be a powerful business opportunity for advisers.
Ted Franks, Fund Manager for the WHEB Sustainable Impact Fund will discuss ethical investment opportunities and challenges.
Alphinity will focus on Energy, Materials and Utilities sectors and the opportunities and challenges for ethical investment in Australia.
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5 October 2023
How to invest more sustainably
Organisation: Ethical Invest Group
Event Type:Â Virtual
Location: Australia + New Zealand
Details: As part of Ethical Investment Week, Alexandra Brown is hosting a webinar for Australian and New Zealand investors who want to know how they can invest more sustainably and positively impact the planet.Â
You will learn about ethical and sustainable investing, including options for your super or KiwiSaver fund, and the pros and cons of micro-investing apps. We discuss how working with a specialist financial adviser can ensure your money is aligned with your values.
Alexandra gives you her top tips for avoiding greenwashing, and helpful tools and resources to empower you as a savvy sustainable investor.
1 - 7 October 2023
Ethical Investment Week
Organisation:Â Ethical Advisers' Co-op
Event Type:Â In person + Virtual
Location:Â Australia + New Zealand
Details: Each year, Ethical Investment Week highlights the objectives and benefits of ethical investments and advice. ​This year, the Co-op celebrates a decade of Ethical Investment Week events.
​Co-ordinated by the Ethical Adviser's Co-op, a group of leading ethical advisers, the week’s purpose is to connect investors with advisers who are specialists in the ethical space – with the focus on ensuring your investments are best suited to your beliefs, attitudes and ethics.
2023’s theme is ‘Building a sustainable legacy: Overcoming greenwashing with ethical investment advice’​.
6 June 2023
Ethical Advice is Good for Business
Organisation: Ethical Invest Group
Event Type: Virtual
Location: Online AU
Details: Financial advisers, can you really get incredible results for your clients and do it with ethical investments? If you’re still unsure whether ethical advice is good for business, this webinar will help you determine if the time is now. In this live and free training, Alexandra Brown breaks down the risks and benefits for adding ethical investment advice to your service offering, through the lens of client demand, economics, performance, and client outcomes.
31 May 2023
Supporting women through gender lens investing
Organisation: Women in Banking and Finance
Event Type: Virtual
Location: Online UK
Details: Altiorem’s Head of Research, Alexandra Brown, presents the benefits of gender lens investing and the evolving investment strategies to improve gender equality. Altiorem is an online sustainable finance library that provides the knowledge, supporting evidence, and action steps to advocate and implement gender equity in finance and investing.
10-11 May 2023
RI Australia 2023
Organisation: Responsible Investment Association Australasia (RIAA)
Event Type: In person + Virtual
Location: Melbourne, Victoria AU
Details: RI Australia 2023 brings together sustainability leaders with industry practitioners to learn how to rise to the top and demonstrate best practice in this burgeoning industry. Alexandra Brown will be presenting an adviser session: Responsible Investment 101, and looks forward to connecting with you at the Ethical Invest Group booth.
23 + 29 March 2023
ESG Summit 2023
Organisation: InvestorDaily
Event Type: In Person
Location: Sydney, New South Wales + Melbourne, Victoria AU
Details: In a fireside chat, Alexandra Brown discusses how advisers can navigate difficult ESG conversations in financial advice, and provides engaging examples and tips to enhance an adviser’s value proposition.
9 November 2022
Ethical Advice Conference
Organisation: Ethical Invest Group + Ethos + Evergreen
Event Type: Virtual
Location: Online AU
Details: Financial advisers, take your practice to the next level by becoming confident in your responsible investment knowledge and giving your clients a deeper and more personal experience when it comes to their investment beliefs. As Co-founder of the conference, Alexandra Brown delivers a practical workshop for advisers to get confident with client conversations around ESG and ethical values.
18 May 2022
Navigating your clients ethical preferences to build appropriate portfolio solutions
Organisation: Financial Planning Association of Australia + Australian Ethical Investment
Event Type: Virtual
Location: Online AU
Details: In an Ethics Masterclass led by Australian Ethical, Alexandra Brown joins a panel discussion with advisers Karen McLeod and Nathan Fradley. The masterclass provides insights into how to navigate the personal preferences and ethical dilemmas of your clients, understand their hot buttons, and incorporate this into your recommendations. This session will also explore how an investment manager considers contemporary ethical issues in deciding what companies to invest in or avoid.
11 May 2022
ERIG Adviser Roundtable
Organisation: Evergreen Consultants
Event Type: Virtual
Location: Online AU
Details: Karen McLeod, financial planner, Alexandra Brown, founder of Ethical Invest Group, and Michael Ohlsson, director of Evergreen Consultants, discuss the pros and cons of incorporating responsible investment (RI) into a financial planning practice and what the upside looks like. The great debate touches on the hurdles financial advisers need to be aware of, the misconceptions that are making advisers more fearful of RI than need be, where to start and some easy wins when incorporating client beliefs into portfolio construction.
17 February + 17 March 2022
How to champion ESG and deliver sustainable advice
Organisation: InvestorDaily
Event Type: In Person + Virtual
Location: Melbourne, Victoria + Sydney, New South Wales AU
Details: Alexandra Brown joins a panel discussion covering how advisers can adopt strategies for delivering sustainable and ethical advice. Financial advisers learn how to become an ESG champion, and navigate conversations, overcome common pitfalls and deliver value to clients through responsible investment.
20 January 2022
Investing with a gender lens
Organisation: ReNest + Chooks SA
Event Type: Virtual
Location: Online AU
Details: Alexandra Brown discusses gender lens investing (GLI) and portfolios that prioritise gender equality and support women's empowerment. The presentation considers why gender lens investing is a good thing, beyond the feel good factor of investing in positive change, and what GLI strategies look like. Alexandra provides a list of resources and demonstrates where you can go to uncover companies and funds that focus on gender issues such as diversity, equity and inclusion.
Would you like to speak with Alexandra?
Book a complimentary 20-minute chatHow can we help you next?
READ
Check out the latest blog post for a quick read on what’s happening in the world of sustainability and responsible investing.
LEARN
Free Client Conversation Training: for advisers wanting to be confident about sharing their values and ethical investment preferences with clients.
LISTEN
The Ethical Invest Podcast is packed with tips, trends, and helpful snippets on ESG and ethical investing. Listen to a new episode each week.
“I regularly receive feedback on how brilliant Alexandra is as a trainer and mentor.”
Pablo Berrutti, Altiorem
Ethical Invest Group provides ESG and sustainable finance consulting and education to purpose-driven finance professionals, helping them feel supported, confident, and empowered to connect with their clients, and deliver expertise in ethical investment.
FIND OUT MOREAcknowledgement of Country: In the spirit of reconciliation Ethical Invest Group acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.
