LEADING
HERITAGE FOUNDATION
Investing in change
T
for the future
hroughout the challenges of the last year, the pride, compassion and generosity of the Diocesan community has continued to be on display. The Diocesan Heritage Foundation has played its part, with our Dio Together campaign overwhelming us with your support and reminding us of what an amazing community we have.
Acknowledging the traditions of Diocesan’s almost 120-year history while looking ahead to the future, the Heritage Foundation supports the School’s strategic direction.
Since its inception in 2001, the Foundation has been overseen by a number of passionate and experienced trustees, many of them parents of Diocesan students, who see their role as a way to give back to the School and the Diocesan community. In 2020, under the leadership of previous chair David Gibson, the Heritage Foundation undertook a review. One of the key goals was to add new trustees with specialist investment and funds management experience, along with an understanding of the important philanthropic role of the Foundation. We have added specialist investment, funds management and business experience. We are privileged to have committed and talented people come on board, contributing their time and their expertise in support of the Foundation. Simon Plowman is a founding partner of the private investment firm Evergreen and is a director of several private companies. Simon is a trustee for Rotoroa Island. Carlie Eve is a founding member of the investment team at Mint Asset Management. Carlie has more than 27 years’ experience in the financial sector, focusing primarily on funds management and equity research. Rebecca Cottrell is the chief operating officer and a principal at NZ Funds. Rebecca has over 20 years’ experience in executive roles across the finance industry in New Zealand and Australia, including as a partner at Goldman Sachs JBWere.
Mike Bayley is managing director for Bayley Corporation Limited. Mike has significant experience in the property industry, both within New Zealand and internationally. Mike is a trustee of the Keystone Trust and Bayleys Foundation charities. David Gibson retired from the Heritage Foundation in June and we want to acknowledge his leadership and guidance. We have also farewelled four trustees over the past year – Jane Williams, Chris Yao, Scott Carter and Sarah Giltrap – who have all played a valuable role during their tenure on the Foundation, including the successful completion of the Arts Centre campaign. Their time and expertise have been much appreciated and on behalf of the School, we thank them for their significant contribution. The Foundation is fortunate that existing trustee Glenn Joblin has stepped into the acting chair’s role. The Foundation has strong governance structures to support the future strategic direction of the School. This includes
careful stewardship of the Heritage Foundation’s funds. The approach is one of a long-term investment horizon that aims to grow the value of a diversified portfolio over the long term. The Foundation plays an important role to support Diocesan by attracting, administering and coordinating donations, endowments and bequests to the School and growing a culture of philanthropy across the community. We are pleased to report that following a formal tender process late last year, EriksensGlobal has been appointed as the new investment consultant to the Foundation. They are a leading investment advisory firm and specialise in giving professional and tailored advice to wholesale investors such as charitable trusts and superannuation funds. EriksensGlobal has assisted the Foundation to review and update its investment objectives and implement a new diversified fund management strategy involving investments in a number of funds. The investment strategy of the Foundation is positioned for the future, with access to this specialist independent advice from EriksensGlobal. DIO TODAY
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