MAGNY Panel and Zoom Discussion: Investing in Social Impact: A New Frontier of Muni Analysis
Thursday, April 20, 2023, 11:30 AM - 1:30 PM EDT
Category: Events
Topic: Investing in Social Impact: A New Frontier of Muni AnalysisDate: Thursday, April 20, 2023 Details: As investors increasingly seek to align their portfolios with their values, social impact analysis is becoming a fundamental component of investment decision making tailored to individual client needs. Munis are not only a source of stability in any portfolio, but an opportunity to drive positive social change in communities across the country. Our panel of experts will discuss the changing landscape of credit analysis to accommodate this growing trend among investors, what matters to investors and analysts, and its effect on the market. We will also consider challenges in addressing social impact investment directives and what this means for the future of munis. Lourdes Germán Lourdes Germán, J.D., began her career after graduating from Boston College and the Boston University School of Law as a public finance attorney at the law firm Palmer & Dodge LLP (now Locke Lord LLP) and then led investment banking efforts in the Northeast and New York Tri-State region as Vice President of Municipal Finance at Fidelity Investments. She then served as Vice President and General Counsel at Breckinridge Capital Advisors, founded a small financial services start-up, and then served as a Director at the Lincoln Institute of Land Policy where she helped launch and lead a global program of work on municipal fiscal health, which included activities in partnership with the United Nations, the Organization for Economic Cooperation & Development, and engagement with members of congress via the first Congressional Briefing focused on the fiscal health of cities. At Lincoln, Lourdes served on the team of expert advisors for the municipal finance policy unit who developed the frameworks in support of the UN Sustainable Development Goals. Clyde Lane, Jr. Clyde Lane joined Ramirez Asset Management in 2020 as a municipal credit analyst. Prior to joining RAM, Mr. Lane spent 5 years with Wilmington Trust, providing municipal credit analysis as part of Wilmington Trust’s Municipal Fixed Income team. Prior to his role at Wilmington Trust, Mr. Lane spent 6 years with Kelly Capital Management, a registered investment advisory firm in the Philadelphia region, as an equity research analyst. Mr. Lane holds an M.S. in finance, an MBA, and a bachelor’s degree from the University of Delaware. He is a member of the Municipal Analysts’ Group of New York, and a member of the CFA® Society of New York. Emily Thomas, CFA Moderator: Cost: MAGNY and other NFMA Members Participants attending in person will receive additional information prior to the meeting about current COVID protocols in place at the NYC Bar Association. As of now, vaccination will not be required and masks are welcome but not required. The room will be significantly below capacity to allow for distancing if preferred. No in-person cancellations within one week of the event although another guest can attend in your place. Registration: CLICK HERE TO REGISTER Questions? Contact [email protected]. Contact: [email protected] |