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Investment Update and Impact Opportunities

Profile of Australian Communities Foundation
Hosted by Australian Communities Foundation
02 November 2023

We’re delighted to invite members of our giving community to hear first-hand from some of Australia’s leading practitioners and advocates for responsible investing.

Join us at the Community of Giving or online for an update on Australian Communities Foundation’s (ACF) current investment portfolio, and gain a better understanding of how we invest funds for impact.

Our speakers are investment manager Sue Dahn, Consultant and Representative at Pitcher Partners and Chair of ACF’s Investment Committee; Craig Connelly, Partner at Perpetual Private; Benson Saulo, Managing Partner at First Australians Capital; and Tim Macready, Brightlight’s Head of Global Advisory.

The seminar will cover:

  • Australian Communities Foundation’s current investment portfolio, returns, and market conditions
  • How a foundation’s corpus can be invested for impact
  • Interesting opportunities for impact investments beyond your fund, including debt and patient capital
  • ACF’s commitment to responsible investing within the philanthropic sector and our desire to grow it.

This is a unique opportunity to enrich your understanding of how we are amplifying impact through our investments and to learn more about ACF’s responsible investing within the philanthropic sector. Register now to reserve your spot.

Event information

Thursday 2 November
4:30pm – 6:30pm AEDT

This event will be held in person at our Community of Giving and online.

Speakers

With over three decades of experience in the provision of financial and investment advice, Sue proudly serves a select group of private clients, charitable trusts, professional, industry, educational and government bodies. From November 2010 to June 2016, she served on the ACF Board, and was welcomed back in July 2020. In 2019, Sue was named The Australian and Barron’s top Financial Adviser in Australia.

As Fellow of the Institute of Chartered Accountants and The Securities Institute of Australia, Craig brings a wealth of experience to his role as a Partner in the Community Social and ESG Investing division at Perpetual Private. Previously, he served as a partner at Goldman Sachs JBWere, co-founder of the Ascot Fund, and CEO of The Ian Potter Foundation.

Benson brings a strong background in banking, economic development, and social impact to his role as the Managing Partner at First Australians Capital, an Indigenous-led investment fund and business advisor. In 2021, he was the first Indigenous person appointed as an Australian Consul-General and Senior Trade and Investment Commission. Previously, he was named National NAIDOC Youth of the Year.

Tim works with values-driven investors, providing practical guidance to align their investment portfolio with their values. Before joining Brightlight, he spent 15 years as the Chief Investment Officer of Christian Super, overseeing the strategic development and management of a $1.5bn portfolio that was consistently aligned with values and achieved investment objectives.

Register

This session is open to Australian Communities Foundation fundholders. Contact us to register.