June 21, 2023 | 7:00 AM - 1:00 PM  |  100 High Street, 9th Floor, Boston, MA

CFA Society Boston is pleased to announce a new thematic Spring Half-Day Conference to complement our Annual Full-Day Sustainable Investing Fall Conference. Join us on Wednesday, June 21, 2023, for the inaugural Half-Day conference which focuses on ESG considerations and integrations in the Fixed Income space. The content will provide both experienced and novice ESG practitioners with an opportunity to hear about the emergent methodologies, regulations and dynamics shaping the integration of ESG into Fixed Income, securities, markets, products and services. 

AGENDA

07:00 AM - 07:50 AM   Registration and Networking Continental Breakfast
     
07:50 AM - 08:00 AM   Welcome and Introductions
     
08:00 AM - 8:45 AM   Keynote
    Colleen Denzler, CFA, Vice President, Loomis, Sayles & Company,
Head of ESG
     
9:00 AM - 10:00 AM   State of Regulatory and Labeling Environments
    This panel aims to unpack how ESG issuance and product labelling regimes as well as how regulation and politics are influencing the promulgation of ESG integration in the fixed income space.
    Panelists:
    Michael Ferguson, CFA, CPA, CAIA, CFE, Americas Team Leader, Sustainable Finance, S&P Global Ratings
    Sunny Qu, ESG Product Manager, Bloomberg
     
10:00 AM - 10:30 AM   Networking Break
     
10:30 AM - 11:30 AM   Issuer and Institutional Investor Discussion
    Given the political and regulatory backdrop and evolving client demand, we’ll discuss the current practice and challenges for institutional asset managers as they integrate ESG within their fixed income strategies based on proprietary research and third-party data, delinquencies specific to the fixed income space, and the role labeled bonds can play. We’ll also hear from a corporate bond issuer regarding their experience with a recent ESG-labeled bond issuance and reactions from market participants.
    Panelists:
    Seamus Ryan, CFA, Principal and Director, Taxable Bond Research, GW&K Investment Management
     
11:35 AM - 12:00 PM   Private Client, Endowment, and Foundation Discussion
    We will discuss the challenges of ESG fixed income investment for “end investors” across the private client, endowment and foundation landscape.  This session is focused on manager research and asset allocation to achieve values alignment for different client types.  It should complete the chain of sustainable fixed income considerations starting with regulators, issuers and institutional investors in earlier panels.
    Panelists:
    Scott Perry, CAIA, Head of OCIO Investment Strategy, NEPC
     
12:00 PM - 01:00 PM   Networking and Optional Lunch

Registration Open

Registration Fees

 Member   $125 
 Candidate Member   $100
 Student Member  $75
 Non-Member  $150

 

Register Now

Deadline to register is Friday, June 16, 2023.

Sponsorship Opportunities

We are excited to announce new opportunities for firms to engage and support our Sustainable Investing initiative. Sponsorship opportunities for the 2023 Sustainable Investing Full-Day Fall Conference are available now so you can plan and ensure participation in what has become a sell-out event. NEW Sponsor+ Packages are available and include sponsorship of the 2023 Sustainable Investing Full-Day Conference as well as the new CFA Society Boston Half-Day Spring Conference.

Sponsorship Information

The deadline to purchase Sponsor+ Packages is June 14, 2023.

Keynote Speaker

Colleen Denzler, CFA

Colleen Denzler, CFA, Vice President, Head of ESG, Loomis, Sayles & Company

Colleen Denzler, CFAI is a vice president of Loomis, Sayles & Company and head of ESG. She is responsible for advancing the firm’s ESG initiatives, supporting sustainability efforts as part of Loomis Sayles’ own governance, ensuring investment teams have access to ESG data and research, and helping to provide solutions for our clients’ increasing ESG needs. Colleen joined Loomis Sayles in 2022 from Smith Capital Investors, where she led ESG integration efforts. Prior to this, she provided strategic consulting services to asset managers, including educational content on ESG and sustainable investment for the advisor and institutional marketplace. Previously, Colleen was chief investment officer of First Affirmative Financial Network and president of its industry-leading 
SRI Conference. Before that, she was a senior portfolio manager and head of money markets at American Century Investments and later the global head of fixed income strategy and a macro analyst at Janus Henderson. Colleen began her career as an ESG-focused portfolio manager and analyst at Calvert Asset Management. She earned a BS in finance from Radford University. Colleen holds FINRA licenses 7 and 66 as well as certifications from the Task Force on ClimateRelated Financial Disclosures

State of Regulatory and Labeling Environments Panelists

Michael Ferguson, CFA, CPA, CAIA, CFE, Americas Team Leader, Sustainable Finance, S&P Global Ratings

Michael Ferguson is the Americas Analytical Manager for the Sustainable Finance group at S&P Global Ratings. He manages a team of 20 North American and LatAm Sustainable Finance Analysts. He has been involved in the development, roll-out, and updating of our ESG Evaluation, and is responsible for the inclusion of ESG risks into our credit ratings.  He also supports our efforts on Sustainable Financing Opinions (SFOs).  He is responsible for developing the learning curriculum on ESG throughout S&P Global Ratings.  Much of his thought leadership research revolves around environmental regulation and energy policy, especially in the United States.

Michael joined S&P Global Ratings in December 2011 and was in the North American Energy Infrastructure practice as a credit analyst for approximately seven years, covering project financings and power companies. Previously, he worked as a forensic accounting consultant with FTI Consulting in Washington, DC. He worked on a wide array of cases, ranging from stock option backdating and revenue recognition to embezzlement and ponzi schemes.  Michael also worked in the Financial Services Assurance practice at Ernst & Young LLP; he audited hedge funds, insurers, and banks, as well as government agencies.

Michael graduated from the University of Notre Dame in 2005 with a bachelor of business administration degree in Finance and a bachelor of arts degree in Political Science. He also received an International Business Certificate. He received a master of science degree in Accountancy from the University of Virginia in 2006 and a master of business administration degree from Duke University in 2011, as well as a Masters of Liberal Arts in Sustainability from Harvard University in 2023. Michael is a Chartered Financial Analyst, a Certified Public Accountant, a Chartered Alternative Investment Analyst, and a Certified Fraud Examiner.

Sunny Qu, ESG Product Manager, Bloomberg

Sunny Qu is responsible for Sustainable Finance Enterprise Data product servicing customers with systematic data needs across buy side & sell side markets. This includes oversight of the flagship Sustainable Fixed Income product plus reported ESG data, proprietary ESG scores and third-party sustainability datasets. Sunny has deep data expertise across 15-years in various quantitative and research data roles both at Bloomberg and Thomson Reuters. Sunny holds dual MSc in Environmental and Development Economics from University of Oslo and World Economy from Fudan University. She also holds CFA and FRM certificates.

Private Client, Endowment, and Foundation Discussion Panelists

Scott Perry, CAIA, Head of OCIO Investment Strategy, NEPC

Bio coming soon!

Issuer and Institutional Investor Discussion Panelists

Seamus Ryan, CFA, Principal and Director, Taxable Bond Research, GW&K Investment Management

Seamus manages the credit research function within GW&K’s taxable bond team. He is responsible for analyzing credits and ensuring that ESG factors are integrated into the firm's portfolio management decisions and trading strategies. He also provides credit research coverage on the Basic Industry and Capital Goods sectors for both the investment grade and high yield market segments. Seamus is a member of the firm's Investment and ESG Committees. Prior to joining the firm, Seamus was a director at Standard & Poor's leading a team of analysts responsible for covering investment grade and speculative grade rated issuers in the Chemicals, Oils and Gas sector. He also covered a range of issuers in the Packaging and Capital Goods industries. Previously, he served as an analyst for Financial Engines, Inc., Detwiler Fenton & Co., and The United States Department of Energy. Seamus received an AB from Harvard College, and an MBA with Distinction from the Leonard N. Stern School of Business at New York University. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston.