Asset Manager Series, Conference / Seminar, Virtual Events & Programming

Asset Manager Series: A View from the Top Municipal Bond Managers

October 12, 2021 | 1:00 PM - 2:00 PM

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Overview

A virtual Asset Manager Series event

What challenges and opportunities will the heads of municipal bond investment managers face in the coming years? Tune in to first Asset Manager Series event to hear directly from municipal sector heads about how they are positioning their investment portfolios in the face of ongoing state fiscal pressures, changing yields and demographics, and more.

They will also discuss their key decisions on their teams for the next phase of client needs. Join us to learn more about their immediate macroeconomic outlook and hear what big-picture considerations these experts are taking into account.

Agenda

1:00 PM | WELCOME REMARKS

Deepika Sharma, CFA, Director – Manager Research Team in Multi-Asset Strategies & Solutions, BlackRock; Chair – Board of Directors, CFA Society New York


1:05 PM | PANEL

Moderator

Michael Rowan, CFA, Managing Director, Global Public, Project and Infrastructure Finance Group, Moody’s Investors Service


Panelists

Patrick Luby, Senior Municipal Strategist, CreditSights

Paul Molloy, CFA, Principal – Head of Municipals, Vanguard

Ken Jacob, Managing Director – Head of Municipal Product Strategy, BlackRock

Scott Cottier, CFA, Senior Portfolio Manager and Head of Opportunistic Municipal Funds, Invesco

Purva T. Patel, CIMA, Client Portfolio Manager, Nuveen


1:55 PM | CLOSING REMARKS

Antonio Rodriguez, CFA, Director of Investment Strategy, NYC Board of Education Retirement System

Additional Details

Areas of Focus

  • Hear portfolio managers’ macroeconomic perspectives
  • Understand the impact of investment management company oversight
  • Learn more about effective municipal bond management