9:30 am – 10:30 am

Expert Panel: Climate - Risk & Opportunities across Asset Classes

Given increasing examples of the potential risks from climate change, such as Pacific Gas and Electric Company’s wildfire-induced bankruptcy and the loss of 90% of housing stock in Paradise, CA, a growing number of investors are incorporating consideration of climate risks and opportunities in their analysis. Panelists will discuss different types of climate risk, ways to incorporate it into investment analysis, and potential metrics to use, with a look at municipal bonds, public equities, and the private market. The fossil fuel transition also presents an investment opportunity as the pace of the transition to cleaner forms of energy, transportation, and heating continue, and analysts will discuss expected opportunities for investment. This session is a dual-track session for both the ESG and municipal bond tracks.

 

10:45 am – 11:45 am

Expert Panel: Buyer's Panel

Moderated by Jason B. Miller, CFA, Municipal Credit Analyst, Sit Fixed Income

  • Johan Akesson, Associate Portfolio Manager at Thrivent
  • Steve Cavalier, Head of Municipal Underwriting at PiperJaffray
  • Thor Raarup, Senior Vice President at Travelers

 

Break for lunch

 

12:45 pm – 1:45 pm

Expert Panel: Pensions

 

2:30 pm – 3:30 pm

Expert Panel: Municipal Housing Bonds: Investor Opportunities in A Rebounding Sector

  • Matthew Dieveney, Director, Secondary Marketing / Capital Markets at Minnesota Housing Finance Agency
  • Cory Hoeppner, Managing Director & Sector Co-Head, RBC Capital Markets
  • Kurt van Kuller, CFA, Vice President and Portfolio Manager, Sit Fixed Income