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.

• 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

• 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

• 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

• 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

• 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

•  5:15pm -- 5:30pm: Concluding Remarks
  • Erin Lyons, Co-President, CreditSights

• 5:30pm -- 6:30pm: Cocktails, Refreshments & Networking

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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