Conference Agenda:
- 8:30am -- 9:00am: Registration
- 9:00am -- 9:10am: Welcome Remarks & Emcee for Morning Sessions
- Henry Shilling, Director of Research, Sustainable Research and Analysis and FIASI Board Member
- 9:10am -- 9:45am: Keynote Address
- Shiva Rajgopal, Kester & Byrnes Professor, Columbia Business School
- 9:45am -- 10:45am: Panel 1: The State of Sustainable Investing 2024 and Outlook
- Moderator:
- Shaheen Contractor, CFA, ESG Research Associate, Bloomberg LP
- Panelists
- Stephanie M. Doyle, CFA, Credit Portfolio Manager, JP Morgan Asset Management
- Jamison Friedland, Sustainability Analyst, AXA Investment Managers
- Amy Levine, CFA, Senior Vice President, Director of ESG, Shenkman Capital Management, Inc.
- Moderator:
- 10:45am -- 11:00am: Break
- 11:00am -- 12:00pm: Panel 2: Sustainable Bonds: Green, Social, Sustainability and Sustainability-Linked Bonds
- Moderator:
- Henry Shilling, Director of Research, Sustainable Research and Analysis and FIASI Board Member
- Panelists:
- Marcy Block, Managing Director, Global Head of ESG Ratings, Sustainable Fitch
- Matt Kuchtyak, Vice President – Sustainable Finance, Moody’s Ratings
- Stephen M. Liberatore, CFA, Senior Managing Director, Head of ESG/Impact, Global Fixed Income, Nuveen
- Joshua Linder, CFA, Senior Credit Analyst, Fixed Income, APG Asset Management USA, Inc.
- Heike Reichelt, Head of Investor Relations and Sustainable Finance, World Bank Treasury
- Moderator:
- 12:00pm -- 12:30pm: Fordham / FIASI Sustainable Finance in Fixed Income Research Competition
- Announcement of Award Winners
- Sris Chatterjee, Gabelli Chair in Global Security Analysis Finance and Business Economics
- Amy Levine, CFA, Senior Vice President, Director of ESG, Shenkman Capital Management, Inc.
- Stephen M. Liberatore, CFA, Senior Managing Director, Head of ESG/Impact, Global Fixed Income, Nuveen
- Announcement of Award Winners
- 12:30pm -- 1:30pm: Lunch & Networking
- One flight down on the garden level dining room
- 1:30pm -- 1:35pm Emcee for Afternoon Sessions
- Ralph DeCesare, CFA, CAIA, Head of Credit Research, TD Asset Management
- 1:35pm -- 2:00pm: Post Lunch Keynote Address
- Diana Glassman, Director-Engagement, EOS at Federated Hermes
- 2:00pm -- 3:00pm: Panel 3: Divestment Developments
- Moderator:
- Geeta Kapadia, CFA, Chief Investment Officer, Fordham University
- Panelists:
- Susanna Gibbons, CFA, Managing Director, Carlson Funds Enterprise, University of Minnesota
- Bhakti Mirchandani, Managing Director, Responsible Investing at Trinity Church Wall Street
- Walter Prahl, Ph.D., Professor, Fordham University
- Moderator:
- 3:00pm -- 3:15pm: Break
- 3:15pm -- 4:15pm: Panel 4: Investment Company Rulemaking and Corporate Climate Reporting and Disclosure
- Moderator:
- Alexander Dill, Assistant Adjunct Professor, Master of Financial Engineering Program, UCLA Anderson School of Management
- Panelists:
- Richard Freund, Associate Director, CDP Capital Markets, CDP North America
- Michael Mencher, Special Counsel, Cooley LLP
- Anya Solovieva, Director, Global Commercial Product Strategy, Climate Solutions, Sustainalytics
- Diana Stoltzfus, National Quality Organization Partner, PricewaterhouseCoopers
- Moderator:
- 4:15pm -- 5:15pm: Panel 5: Private Assets/Private Credit
- Moderator:
- Michael Ferguson, CFA, Americas Analytical Manager for the Sustainable Finance, S&P Global Ratings
- Panelist:
- Jeff Cohen, CAIA, Managing Director, Head of ESG & Sustainability, Oak Hill Advisors
- Matt Kaczmarek, Head of Private Debt Sustainable Investing, BlackRock
- Abdulla Zaid, Vice President – Private Capital Research, MSCI
- Moderator:
- 5:15pm -- 5:30pm: Concluding Remarks
- Erin Lyons, Co-President, CreditSights
- 5:30pm -- 6:30pm: Cocktails, Refreshments & Networking
Register Now.
Current discounted prices are:
Attending Live | Attending via Webinar | |
Non-Members: $90 | Non-Members: $40 | |
Members: $45 | Members: $20 |
To register click below:
Attending Live | Attending via Webinar |
We also wish to acknowledge the roll of the following Sustainable Finance in Fixed Income Research Compeition reveiw Committee Members:
- Sris Chatterjee, Gabelli Chair in Global Security Analysis Finance and Business Economics
- John Finnerty, Ph.D., Professor, Finance and Business Economics
- Mark Howard, CFA, Managing Director and Senior Multi-Asset Specialist, BNP Paribas
- Amy Levine, CFA, Director of ESG at Shenkman Capital Management
- Stephen Liberatore, CFA, Senior Managing Director, Head of ESG/Impact, Global Fixed Income at Nuveen
- Henry Shilling, Director of Research, Sustainable Research and Analysis LLC
- Mariarosa Verde, Senior Vice President and Group Credit Officer for the Americas Corporate Finance team, Moody’s Investors Service
- An Yan, The Robert Bendheim Chair Professor in Economics and Financial Policy, Professor of Finance and Area Chair, Finance and Business Economics, Co-Director of the Center for Research in Contemporary Finance