Welcome to FIASI

Mar 29, 2023 | Bloomberg Intelligence

Join Joel Levington and the Bloomberg Intelligence team for market insights.

Bloomberg Intelligence will have four panel discussions, which are: 

• Panel 1: Banking Turmoil and Ripple Effects Across Financials
• Panel 2: Health and Outlook of the Global Consumer with the impact on Consumer & Industrial Sectors.
• Panel 3: Energy Discussion and important capital allocation decisions that need to be made
• Panel 4: Relative value update on the TMT sector, including how to optimize Bloomberg functionality and data.

Moderator: Joel Levington, CMA

Panelists: 

• Himanshu Bakshi
• Mike Campellone
• Spencer Cutter
• Stephen Flynn
• Matt Geudtner
• David Havens
• Mike Holland
• Arnold Kakuda
• Jody Lurie, CFA
• Rob Schiffman

• When: March 29, 2023 at 2:00 PM Eastern Time
• Where: Virtual and recorded
• Price: Free to All

Register Online

04/20/23 | Sustainable Finance in Fixed Income-Risks and Opportunities in 2023

Conference Agenda - Additional speakers to be announced

• 8:30am -- 9:00am: Registration

• 9:00am -- 9:10am: Welcome Remarks
  • Henry Shilling, Director of Research, Sustainable Research and Analysis and FIASI Board Member

• 9:10am -- 9:45am: Keynote Speaker
  • Robert Litterman, Ph.D. Founding Partner & Chairman of Risk Committee, Kepos Capital

• 9:45am -- 10:45am: Relevance of Companies’ Energy Transition Plans to Credit Analysis: Risks and Opportunities
  • Panelists
    • Michael Ferguson, CFA, CPA, CAIA, CFE, Americas Team Leader, Sustainable Finance, S&P Global
    • Alex Griffiths, CA, Managing Director, Head of EMEA Corporate Ratings, Fitch Ratings
    • David Knutson, CFA, FRM, CMT, Head of US Fixed Income Product Management, Schroders
    • Michael Ridley, Ph.D. IMC, Head of Fixed Income ESG & Climate Research, MSCI

• 10:45am -- 11:00am: Break 

• 11:00am -- 12:00pm: The Economic and Investment Impacts of the Inflation Reduction Act (IRA) of 2022
  • Panelists
    • Ravina Advani, Managing Director & Group Head of Energy, Natural Resources & Renewables, BNP Paribas
    • David Burton, JD, Tax Partner, Norton Rose Fulbright
    • Alexa Gordon, Vice President, Portfolio Management, Head of ESG for Municipal Fixed Income, Goldman Sacks

• 12:00pm -- 12:15pm: Fordham / FIASI Research Competition Announcement of Winners
  • Lerzan Aksoy, Ph.D., Dean & Professor of Marketing, Gabelli School of Business, Fordham University

• 12:15pm -- 1:15pm: Lunch & Networking

• 1:15pm -- 1:45pm: Special Guest Speaker on European Union Regulations
  • Magdalena Kuper, Ph.D., Head of Sustainability / Vice President Legal, German Investment Funds Association BVI

• 1:45pm -- 2:45pm: What are the Implications of Reforming the World Bank and IMF Mandates?
  • Moderator: Tom Byrne, President & CEO, Korea Society
  • Panelists:
    • Renzo Merino, Vice-President – Senior Analyst, Moody's Investor Service

• 2:45pm -- 3:00pm: Break

• 3:00pm -- 4;00pm: Sustainable Finance Debt Instruments: Will Issuance Pass the $1 Trillion Level in 2023? 
  • Moderator: Caroline Flammer, Professor of International and Public Affairs and of Climate at Columbia University 
  • Panelists:
    • Stephen Liberatore, CFA, Lead PM for ESG Fixed Income Strategies, Nuveen

• 4:00pm -- 4:15pm: Closing Remarks
  • Monica Aggarwal, CFA, President FIASI and Managing Director, Fitch Ratings

For more information on sponsorship opportunities please contact Lauren Nauser at:

ESG 2023 | Press Release

Full Press Release:

Third Annual Research Competition

Call for Student Research Papers on Corporate Social Responsibility, ESG Investing in Fixed Income and Sustainable Finance

The Fixed Income Analysts Society, Inc. (FIASI) in collaboration with Fordham University’s Center for Research in Contemporary Finance and the O’Shea Center for Credit Analysis and Investment are inviting research applications for the Third  Annual FIASI-Gabelli School Student Research Competition on environmental, social and governance (ESG) focused investments and innovations in sustainable finance. This co-branded competition invites undergraduate and graduate students to submit their ongoing original research on the topic of sustainable finance in fixed income or related markets. Although the primary focus of this competition is to encourage student research on sustainable finance and ESG in the fixed income markets, research papers in related markets but still relevant for fixed income will also be accepted. The purpose of the competition is to raise awareness of environmental, social and governance-based principles of investing in the fixed income markets as a research area, address challenges and opportunities associated with the integration of ESG in fixed income, promote the further development of sustainable finance in the design of fixed income investments as well as corporate innovations, and to gain more visibility for and encourage conversations among students, academics, as well as practitioners. 

Read more: ESG 2023 | Press Release

New to FIASI?

The Fixed Income Analysts Society is dedicated to the education of its membership and the fixed income community at large. FIASI serves its members by sponsoring frequent, high quality educational programs and workshops covering topics of current interest to research analysts, portfolio managers, and other fixed income professionals. FIASI also sponsors an annual Hall of Fame ceremony to recognize lifetime achievements of outstanding practitioners in the advancement of fixed income security and portfolio analysis.

The Fixed Income Analysts Society is comprised of fixed income professionals who value the opportunity to learn, network and discuss important fixed income topics with colleagues across the industry. We draw from all disciplines – buy side, sell side, intermediaries, quants and academics – and all sectors – credit, rates, economics, securitized products, foreign exchange, emerging markets, municipal finance and commodities. Seasoned professionals as well as those new to the industry will reap the benefits of FIASI membership.

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