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

Conference Agenda:

• 2:30: Registration
• 3:00: Opening Remarks FIASI and Women in Fixed Income Conference
  • Monica Aggarwal, President, FIASI and Managing Director, US Corporates, Fitch Ratings
• 3:15: Keynote:
  
  • Anna Kovner, Ph.D., Director, Financial Stability Policy Research, Federal Reserve Bank of New York
  • Interviewer: Ritika Gupta, On-Air Reporter, Bloomberg TV
• 3:45: Session I: Macro Outlook: The Economy, Rising Inflation and Rates and Strategies for a Volatile Cycle
  
  • Dana Peterson, Chief Economist & Center Leader of Economy, Strategy & Finance at The Conference Board
  • Rebecca Patterson, Former Chief Investment Strategist at Bridgewater Associates
  • Meghan Robson, CFA, Head of US Credit Strategy, BNP Paribas
  • Moderator: Erin Lyons, Global Head of Business Strategy, CreditSights
• 4:30: Session 2: Market Outlook: Is 2023 a Comeback Year for Fixed Income Markets
  • Janet Clay, CFA, Managing Director of Research for the High Yield and Leveraged Finance asset classes, Fidelity Investments
  • Penelope Foley, Group Managing Director, Emerging Markets and Member of the Board, TCW Group
  • Julie Remache, CFA, Senior Vice President, Federal Reserve Bank of New York
  • Moderator: Joyce Chang, Chair of Global Research, JP Morgan
• 5:15: Promoting Financial Literacy for Girls: Insights from Girls Inc. NYC
  
  • Pamela Maraldo, Executive Director, Girls Inc. of NYC
  • Facilitators:
    Cate Luzio, Founder and CEO, Luminary and Board Member of Girls Inc., NYC and
    Joyce Chang, Chair of Global Research, JP Morgan and Board Member of Girls Inc, National
• 5:30: Closing Remarks
  
  • Ralph DeCesare, CFA, CAIA, Head of Credit Research, TD Asset Management
  • Mark Howard, CFA, Senior Multi-Asset Specialist, BNP Paribas
• 5:45: Cocktails & Hors d'oeuvres

When: Thursday, February 9, 2023
Cost: FREE

In-person registration now closed.
Pre-registration is required to participate via webinar. 

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

FIASI’s annual conference will focus on 4 topic areas related to risks and opportunities in sustainable finance with a focus on fixed income:

1. Reforming the World Bank and IMF mandates
2. Relevance of companies’ energy transition plans to credit analysis: risks and opportunities
3. The economic and investment impacts of the Inflation Reduction Act of 2022
4. Sustainable finance debt instruments

The event will kick off with a keynote address followed by an exploration of the four topics in sustainable finance and their implications for fixed income investing via moderated panel discussions with time for Q&A.  The conference will also feature a presentation on the current state of EU sustainable investing rules and regulations as well as an announcement of the FIASI/Fordham University Third Annual Corporate Social Responsibility and ESG Investing in Fixed Income Research Competition winners.  The winners will be invited back to present their research papers at a later date.        

DATE: April 20, 2023 -- from 8:30am to 5pm including a boxed lunch and light refreshments.

LOCATION: McNally Amphitheater, Fordham University, Lincoln Center Campus 140 West 62nd Street New York City 

AND Virtually

MORE INFORMATION TO COME -- REGISTRATION WILL OPEN SOON

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

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

Bloomberg Intelligence will have four panel discussions, which are: 

• Panel 1: Health and Outlook of the Global Consumer with the impact on Banks
• 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 for Members | $30 for guests

Register Online