04-20-23 | Sustainable Finance in Fixed Income-Risks and Opportunities in 2023
Conference Agenda:
- 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
- To see his slides click here
- 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
- Moderator:
- John D. Finnerty, Ph. D., Professor of Finance at Fordham Universitys Gabelli School of Business
- 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
- Moderator:
- 10:45am — 11:00am: Break
- 11:00am — 12:00pm: The Economic and Investment Impacts of the Inflation Reduction Act (IRA) of 2022
- Moderator:
- Stanislas Rouyer, Financial sector and climate risk analyst, credit research leader
- Panelists
- Ravina Advani, Managing Director & Group Head of Energy, Natural Resources & Renewables, BNP Paribas
- David Burton, JD, Tax Partner, Norton Rose Fulbright
- See his slides click here
- Stephanie Dontas, CFA, Credit Portfolio Manager, J.P. Morgan Chase
- Alexa Gordon, Vice President, Portfolio Management, Head of ESG for Municipal Fixed Income, Goldman Sachs
- Moderator:
- 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
- See her slides click here
- 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:
- Edward Fitzpatrick, III, CFA, Managing Director, Portfolio Manager, Head of US Rates, J. P. Morgan
- Renzo Merino, Vice-President, Senior Analyst, Moody’s Investor Service
- Emily Slater, Executive Director, Bretton Woods Committee
- Moderator:
- 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, Ph.D., Professor of International and Public Affairs and of Climate at Columbia University
- Panelists:
- Meredith Chiampa, North American Head of ESG, Global Markets, Citi Global Markets
- Ramzi Issa, Managing Director, Global Head of Credit Investor Products Structuring, Credit Suisse
- Stephen Liberatore, CFA, Lead PM for ESG Fixed Income Strategies, Nuveen
- Moderator:
- 4:00pm — 4:15pm: Closing Remarks
- Monica Aggarwal, CFA, President FIASI and Managing Director, Fitch Ratings
Resources:
