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How will trustee responsibilities change as a result of three contemporary...

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Talking investment risk governance

60 mins
1 CPD Hours

ASI 2020 Investment  Risk  Governance

How will trustee responsibilities change as a result of three contemporary challenges: climate change, COVID and the development of cryptocurrencies?

Governance expert Scott Donald will explore how these uncertainties require the attention of not only the investment strategy of a fund, but also the governance structure and processes of the trustee itself.

Published Date: 16 September 2020

Speakers

Scott Donald, Associate Professor, UNSW

Scott Donald is Director of the Centre for Law, Markets and Regulation, UNSW Law, UNSW Sydney.  Scott joined the Faculty in 2010 after a successful career in the funds management industry advising governments, superannuation funds, insurance companies and fund managers on investment strategy, governance and regulation.  In 2009-10 he was retained to advise the Review of the Governance, Efficiency, Structure and Operation of Australia’s Superannuation System (the Cooper Review).  Scott teaches corporations, trusts and superannuation law at both undergraduate and post-graduate level.  He regularly presents at academic, professional and industry conferences in Australia and overseas and publishes in both the academic and professional press on research related to financial services regulation, governance and superannuation policy.


Jocelyn Furlan, Trustee Director, Aware Super

Jocelyn Furlan’s passion is an Australian community empowered about their financial affairs.

She is a non-executive director of Aware Super and Financial Counselling Australia, and is the Independent Chairperson of the Customer Owned Banking Association Code Compliance Committee.

She is Chair of the Board of Strathcona Baptist Girls Grammar School, a member of Vanguard Investment Australia Ltd’s External Compliance Committee, and a part-time member of the Superannuation Complaints Tribunal. She is partner of FM Super Resolutions and the Principal of Furlan Consulting. 

Jocelyn was the Chairperson of the Superannuation Complaints Tribunal for eight years from 2007 until March 2015.  Since April 2015, in addition to her non-executive work, she provides consulting services principally in financial services dispute resolution.

Jocelyn holds law and commerce degrees and is a Graduate of the Australian Institute of Company Directors.

She is a much sought-after speaker and presenter, sharing her insights into the superannuation and life insurance industries through relating stories of the many interesting disputes she has seen.


Facilitator

Holly Lindsay, Senior Manager, Governance, AIST

Holly joined AIST in February 2019 and has more than twenty years of experience in ESG in the financial and mining sectors. Over the last few years Holly has worked in superannuation on a range of issues including corporate governance, corporate conduct systems (including whistleblowing), climate change and modern slavery. Prior to this Holly managed the Singapore office of CSR Asia as well as her own consulting practice in Australia. Holly has extensive experience in the mining sector, having worked on country risk, climate change and business conduct for BHP for 14 years.

Holly is responsible for supporting AIST members who are preparing reports to demonstrate how their fund meets the 21 standards of the AIST Governance Code and she is the secretariat to the Governance Code Monitoring Panel. Holly holds a Master of Economics, an MBA and a Bachelor of Arts (Honours Economics).


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