Moderator

Henry Shilling, Senior Vice President, Moody’s Investors Service, coordinates Moody’s efforts focused on environmental, social and governance (ESG) risks, their impact on credit ratings, related research, as well as outreach and product development. He also oversees Moody’s Green Bonds Assessment initiative, culminating recently in the publication of a methodology for assessing green bonds. Henry also conducts research and publishes periodic commentary on the green bonds market. With Moody’s since 1992, Henry played a leading role during his tenure in the development of the Managed Investments Group. Henry is the author of The International Guide to Securities Market Indices which was published in 1996 by International Publishing Corp., Chicago, Illinois. He is a contributor to Money Market Funds in the EU and the US, published in 2014 by Oxford University Press. He earned a B.A. in economics from Lehman College, City University of New York in 1971.

Manuel Lewin is the Head of Responsible Investment at Zurich Insurance Company, where he oversees the implmentation of Zurich's Responsible Investment strategy for the Company's USD 200bn portfolio of Group assets. Manuel joined Zurich Insurance Company in Zurich, Switzerland, as an analyst in the Market Strategy and Macroeocnomics team before becoming the Strategic Assistant to the Chief Investment Officer of the Zurich Group and Communications Manager for the Investment Management department. Manuel studied in Basel, Switzerland, where he obtained his Licentiate and Master Degrees in Business and Economics before continuing his training at the London School of Economics and Political Sciences, from where he graduated in 2007 with Distinction in Economic History. He has also received training in Corporate Social Responsibility at Harvard Business School. Manuel takes a keen interest in topics of economic development and is an avid traveller.

Panelists

Eric Glass, CFA, is a Portfolio Manager of Fixed Income Impact Strategies and spearheaded the development and launch of AB's Muni Impact Strategy. He joined the firm in 2000 from Moody’s Investors Service, where he did municipal research for two years. Prior to becoming a Municipal High Yield Bond Trader in 2010, Glass was an analyst in the Municipal Credit department. Before a career in capital markets, Glass spent several years working and managing a transitional homeless shelter. He holds a BS in business administration from the University of Richmond and an MA in public administration from Columbia University. Glass is a CFA charterholder.)

Stephan Bonte, CFA, is Director of Sustainable Investing. In his role, Stephan drives the sustainability/ESG integration efforts at Standish, leads related product development efforts, and focuses broadly on the development of Standish’s sustainable investing platform. His previous roles at Standish include Portfolio Manager and Quantitative Analyst as well as Senior Portfolio Specialist. Stephan is also Senior Portfolio Specialist for Short Duration Strategies. He has an M.B.A. from Carnegie Mellon University and a B.S. in Physics and an M.S. in Optical Engineering from the French Institute of Optics. He holds the CFA® designation and has 11 years of investment experience.

Timothy J. Coffin, Senior Vice President, is a consultant relations manager at Breckinridge. In his role, Tim focuses on developing the firm’s institutional relationships. In his time at the firm, Tim has helped lead the introduction of Breckinridge’s environmental, social and governance (ESG) capabilities to clients. He has been with the firm since 2012 and has over 20 years of fixed income experience. Prior to Breckinridge, Tim was a vice president at Fidelity Investments where he launched and managed the firm's Municipal Finance group within Fidelity Capital Markets. Prior to Fidelity, he spent over 10 years with Corby Capital Markets Inc. where he managed the sales and marketing teams and served his last three years as the firm's president. Tim started his career in fixed income in institutional sales roles at Donaldson, Lufkin & Jenrette Inc. and RBC Dain Rauscher Corp. Tim serves on the governing board for Ridley College and is a member of the Municipal Fiscal Health Working Group for the Lincoln Institute of Land Policy. Tim received a BA from Hobart College and currently holds a FINRA Series 65.

Bryon Willy is a Principal in the manager research group of Mercer's investment consulting business in Chicago. Bryon works in the Fixed Income Boutique as Head of North American research. He is a member of Mercer’s US Manager Ratings Review Committee, Global Fixed Income Manager Ratings Review Committee, LDI Committee, and Manager Discretionary Committee. Bryon joined Mercer from the Federal Home Loan Bank of Chicago where he was Lead Market Risk Analyst. In this position, Bryon was responsible for daily risk analysis on the entire $90 billion GSE portfolio, including mortgages, CMOs, agency debt, and derivatives. Previously Bryon worked for ABN AMRO in the Capital Markets group and Blue Cross Blue Shield. He brings more than 20 years of experience to Mercer IC. Bryon earned his MBA in finance at DePaul University and his Bachelor of Science in finance and marketing from Indiana University. He is a CFA charterholder, and a member of the CFA Society of Chicago and the CFA Institute.

Organizers

Sovereign Wealth & National Pensions Funds Bios

Deepika Sharma, CFA, is a Portfolio Manager and Managing Director of Investments at Astor Investment Management LLC, a nearly $2bn quantitative global macro asset manager, which was previously a subsidiary of Knight Capital Group. As a member of the Investment Committee, she assists with the management of Astor’s multi-asset and global macro strategies and reports directly to the Chief Investment Officer. She previously worked on the Fixed Income Proprietary Trading Desk at Nomura, as well as in macro-strategy at Roubini Global Economics. Ms. Sharma began her career as an Analyst on the Structured Credit desk at Lehman Brothers. Ms. Sharma is an active volunteer at the New York Society of Security Analysts (NYSSA) and was recognized with the NYSSA Young Investment Professional Award 2015, Volunteer of the Year Award 2016 and the Asset Owner Series Award 2016. Ms. Sharma holds a Masters in International Finance at Columbia University, is a CFA charterholder and holds FINRA Series 3 and 65 licenses.

Thomas Brigandi is an associate analyst in the Global Project and Infrastructure Finance Group at Moody's, where he covers public power, power generation projects, toll-roads, airports, ports, project financings and public-private partnerships, across the Americas. Brigandi also serves on Moody's public pension task force. In the past, Brigandi worked at the US$150 billion NYC Pension Fund, where he focused on energy and natural resources and reported directly to the chief investment officer. Brigandi, the New York Society of Security Analysts (NYSSA) 2016 Benjamin Graham Distinguished Service Award recipient, 2015 Volunteer of the Year and 2013 Young Investment Professional Award recipient, has organized over 40 NYSSA conferences that were attended by +7,500 investment professionals, in addition to over 300 speakers who collectively and directly oversee +$15 trillion (~1/8 of total institutional AUM globally). While serving as the Director of Global Volunteers of the American Foundation for African Children's Education, Brigandi was the lead organizer of the NASDAQ Closing Bell Ceremony on September 23, 2011, hosted for the President of Sierra Leone. Brigandi has cultivated personal relationships with thousands of asset owner, buy-side & sell-side investment professionals globally and maintains over 7,500 connections ‎on LinkedIn.

Patrick Holert, CFA, CAIA, is vice president and research principal for BBVA Securities, where he oversees research compliance in the US, and research operations in the US, Latin America, and Europe. In the past, Holert lived in Asia for many years and has served as an equities analyst for Nomura Securities in Thailand and Korea, an investment manager for a frontier private equity fund covering the Mekong region, and a consultant on projects in the Middle East, India, and across Southeast Asia. He specialized in finance at the University of Chicago Booth School of Business and has a BA in economics and mathematics from Claremont McKenna College. Holert is serving as Chairman Emeritus of the Global Investing Committee at NYSSA, and is on the Board of Directors at NYSSA.

Evelyn Yeow is a lead investment analyst covering China at John Hsu Capital Group, where she works directly with the Chief Investment Officer on China equity investing for the firm’s Dedicated China, Global, and International strategies.  Prior to her current position, she was a junior analyst with the firm where she was responsible for research, fund accounting, performance measurement and evaluation, and portfolio analytics.  She serves as the outreach coordinator of the Global Investing Committee at NYSSA.  She graduated with a Bachelor of Arts degree in Mathematics from Baruch College, City University of New York.  She completed all three levels of the CFA Program in June 2015.

Robert Discolo, CFA, CAIA, CPA, is Executive Vice President, Investments, at Permal Group, a role that encompasses the asset management team and investment processes, working alongside the Chief Investment Officers, as well as proprietary research capabilities. He is also a member of the Group’s Global Investment Committee. Mr. Discolo joined in 2015, having previously spent 14 years working at PineBridge, where he was Managing Director and Head of Hedge Fund Solutions Group, ultimately responsible for managing proprietary and client assets in hedge funds and other alternative asset classes. Prior to joining PineBridge, Mr. Discolo spent seven years at Bank Julius Baer where he was head of the Public/Private Funds Group, and before that was at Merrill Lynch in Partnership Financing, having started at Drexel Burnham Lambert in their Fund Services Group. He has authored and co-authored several papers on alternative investing and is a frequent speaker at alternative investment conferences. Mr. Discolo is a CFA® Charterholder and holds an M.B.A. from Pace University, Lubin School of Business, New York, and a B.S. from St John’s University, Jamaica, New York.

Chris Cutler, CFA, is founder of Manager Analysis Services, a hedge fund consultant for institutions, funds-of-funds and high-net-worth individuals.  Since launching in 2003, MAS has reviewed more than 1,500 hedge fund managers representing every strategy in the asset class.  In addition to hedge funds, Cutler has analyzed traditional equity, fixed income and private equity managers as well as individual private equity and venture capital investments. Prior to founding MAS, he worked for Deutsche Bank from 1994 to 2003, cofounding a specialized fixed income derivatives product, marketing over-the-counter interest rate derivatives and developing structured financial products.  From 1988 to 1994, he worked as an emerging markets economist and bank regulator for the Federal Reserve Bank of New York. Cutler earned his MBA in finance from the New York University Stern School of Business and BA in economics from the University of Chicago, where he was a member of Beta Gamma Sigma.  As chair of the New York Society of Securities Analysts’ Alternative Investment Committee from 2005 to 2007, he created the Alternative Analysts’ Forums.

Jae Yoon, Chief Investment Officer of New York Life Investment Management, joined NYLIM as a managing director in 2005. He most recently served as the CIO of the Strategic Asset Allocation and Solutions group. Previously, he was responsible for risk management efforts at boutique affiliate MacKay Shields. Prior to joining NYLIM, Mr. Yoon was head of Quantitative Research, Analytics, and Risk Management at Western Asset Management. Previous roles include serving as head of Risk and Performance for the EMEA-Pacific regions of Merrill Lynch Investment Managers and regional head of Risk Management Control for Fixed Income and Equity Derivative Trading at J.P. Morgan Securities in Asia. Mr. Yoon earned his master’s degree in Operations Research and bachelor’s degree in Electrical Engineering from Cornell University. Mr. Yoon is a CFA® charterholder and holds FINRA Series 3 and 7 registrations.

  
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