As global transition efforts accelerate, sustainable fixed income has evolved from a specialized allocation into a mainstream powerhouse within institutional portfolios. Whether you are managing risk or seeking alpha, understanding the nuances of green, social, and sustainability-linked bonds is now essential for the modern investment professional.

Join CFA Society San Francisco and Builders Vision for an interactive panel discussion that explores how these instruments compare to conventional fixed income and how to effectively integrate them into a robust risk/return framework.

Key topics include:
  • Bond Fundamentals: Analyze the latest sustainable bond structures and issuer types.
  • Market Dynamics: Evaluate growth in issuance, secondary market liquidity, and depth.
  • Performance Benchmarking: Compare sustainable vs. conventional bonds across credit quality, duration, and yield.
  • Regulatory Landscape: Stay ahead of evolving reporting standards and global disclosure requirements.
  • Implementation Strategy: Practical approaches to portfolio construction and impact measurement for client reporting.

The presentation will be followed by a networking reception, providing an opportunity to connect with peers and speakers over refreshments.


Speakers

Kurt Braitberg, CFA, CAIA

Kurt Braitberg, CFA, CAIA

Managing Director, Head of Public Markets, Builders Vision

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Rob Fernandez, CFA

Rob Fernandez, CFA

Director, Sustainable Research, Breckinridge Capital Advisors

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Michael Summers, CFA

Michael Summers, CFA

Portfolio Specialist, T. Rowe Price

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Jessica Zarzycki, CFA

Jessica Zarzycki, CFA

Portfolio Manager, Nuveen

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Agenda

  • 4:00 PM - Arrive and Mingle
  • 4:30 PM - Presentation
  • 5:30 PM - Networking
  • 6:30 PM - Event concludes

This event is offered in partnership with 

Builders Vision is an investment and philanthropy platform that scales and accelerates innovative solutions in food & agriculture, energy and oceans.