Other Industry Events, Value Investing

ESG Integration in Fixed Income: How Credit Analysis of Risk and Opportunities is Evolving

April 11, 2019 | 1:30 PM - 7:00 PM

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Overview

Sponsored by Fordham University

The event is intended to shine a spotlight on the drivers and current status of ESG integration in fixed income, focus on developments at the largest credit rating agencies with regard to ESG integration in the assessment of creditworthiness and explore how investment management firms are considering ESG risks and opportunities in their fixed income investing.  Also the subject of exploration during the panel discussions are some of the unique challenges faced by fixed income investors given the added complexities introduced by fixed income securities, the paths to addressing these and expectations for 2019 and beyond.  As the challenges involved in integrating ESG factors vary between investment-grade credits and non-investment grade credits, including private and emerging market firms, separate panel discussions will focus on these two market segments. 

Agenda

1:30 PM | ATTENDEE REGISTRATION


2:00 PM | GENERAL INTRODUCTION AND KEY DRIVERS

Henry Shilling,


2:20 PM | KEYNOTE SPEAKER

Thomas Kuh, PhD, Head of Index, Truvalue Labs


2:40 PM | PANEL

ESG INTEGRATION IN FIXED INCOME – INVESTORS PERSPECTIVES

Moderator

Mark Howard, BNP Paribas Securities


Panelists

Kathleen Bochman, Loomis Sayles

Matt Daly, Conning

Thomas Socha, JP Morgan Asset Management


3:40 PM | NETWORKING BREAK


4:00 PM | PANEL

THE RATING AGENCIES

Moderator

Ralph DeCesare, TD Asset Management


Panelists

Andrew Steel, FitchRatings

James Hempstead, Moody’s Investor Services

Lisa Schroeer, S&P Global


5:00 PM | PANEL

ESG INTEGRATION IN NON-INVESTMENT GRADE FIXED INCOME, PRIVATE DEBT, EMERGING MARKETS DEBT AND STRUCTURED TRANSACTIONS

Moderator

Henry Shilling, Sustainable Research and Analysis LLC


Panelists

Robert Kricheff, Shenkman Asset Management

Joshua Linder, APG Asset Management US

Kristal Yee Seales, TIAA Investments


6:00 PM | CLOSING REMARKS

TBA


6:15 PM | COCKTAILS & NETWORKING

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