Green, social and sustainable (GSS) bonds have experienced stronger and more resilient growth than broad fixed income markets in recent years. Today, GSS bonds are a $5tn global asset class diversified across sectors, geographies and structures1. However, recent political developments in the US have cast a shadow on this market as investors grapple with policies that may stimy the growth of impact bonds.
Nuveen is delighted to host a masterclass in partnership with Pensions for Purpose with Jessica Zarzycki CFA, Portfolio Manager Fixed Income, and Tony Appiah CFA, Client Portfolio Manager. Nuveen will introduce the asset class, describe how it has evolved and present their proprietary approach to investing and measuring impact in public fixed income markets. Learn about new and exciting developments in fixed income including how blended finance and other innovative approaches are catalysing financing into the GSS market.
Date: Thursday 12 June 2025
Time: 08:30-11:30 GMT (Registration at 08:30 for an 09:00 start)
Location: Nuveen Offices, Broadgate Tower, 201 Bishopsgate, Moorgate EC2M 3BN (9th Floor)
Space is limited – we encourage you to book early to avoid disappointment.
Agenda:
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08:30-09:00 |
Arrival, networking & breakfast |
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09:00-09:05 |
Welcome remarks – Charlotte O’Leary |
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09:05-09:10 |
Introduction to the masterclass – Sophie Ballard |
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09:10-09:30 |
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09:30-09:40 |
How we differ from our peers – Tony Appiah |
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09:40-10:05 |
Case Studies & virtual reality experience – Jessica Zarzycki |
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10:05-10:25 |
Credit Impact Strategy focus – Jessica Zarzickyi |
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10:25-10:40 |
Q&A facilitated by Charlotte O'Leary |
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10:40-10:45 |
Closing remarks – Sophie Ballard |
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10:45-11:30 |
Networking & refreshments |
Don't miss this opportunity to gain valuable insights and connect with industry peers. We look forward to your participation.
Who should attend?
This event is open to asset owners such as pension fund trustees and in-house executives, independent investment advisers, professional trustees and investment consultants.
Join us for this insightful event and leave equipped with the tools and knowledge to transform your portfolio with green, social and sustainable bonds in mind.
Register here
Sponsor
Nuveen is a global investment leader, managing an array of public and private assets for clients around the world and on behalf of our parent company TIAA, one of the world’s largest institutional investors. With diverse expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure, farmland and forests to help make an enduring impact on our world. Nuveen has $1.3tn AUM (as at 31/12/24) and has been revolutionising responsible investing for 50+ years to help create better outcomes for our clients, our community and our planet.
Speakers
Jessica Zarzycki, Portfolio Manager, Nuveen
Jessica is a portfolio manager for Nuveen’s global fixed income team. She is an integral part of the ESG/impact fixed income strategy team and a lead portfolio manager or co-portfolio manager. Jessica joined the firm in 2008 as an agency Money Services Business analyst before joining the International/Emerging Markets Debt sector team as a European sovereign and agency analyst.
She is a frequent panellist and speaker at ESG and impact conferences and was a member of the International Capital Market Association Advisory Board (2020-21), which gives insight and guidance to the executive committee on issues affecting the green, social and sustainable bond markets.
Jessica graduated with a BS in Business Administration with an emphasis in Finance from The Ohio State University. She holds the Chartered Financial Analyst designation and is a member of the CFA Society New York and the CFA Institute.
Sophie Ballard, Head of UK Pension Distribution, Nuveen
Sophie is responsible for UK clients and leads the growth of the UK institutional business across multiple distribution channels including local government pensions schemes, outsourced Chief Investment Officers, defined benefit and defined contribution(DC) pension schemes.
She has over 15 years’ experience in institutional sales, relationship management and strategic account oversight, working with investors across the pension and financial institution client segments. Before joining Nuveen, Sophie held client roles at State Street Global Advisors, where most recently she was responsible for growing the UK DC and strategic partners group. She also sits on the Returners workstream of the Diversity Project and is involved in initiatives championing women in the workplace.
Tony Appiah, Managing Director and Client Portfolio Manager, Nuveen Equities & Fixed Income
In this role, Tony serves as an extension of the portfolio management team in articulating Nuveen equities and fixed income capabilities and investment views to European clients.
Before joining Nuveen in 2022, Tony spent seven years at UBS, five in the firm’s global wealth management business as a Lead Funds Analyst for taxable fixed income and two years as Head of UK Fixed Income Specialists within the asset management business. Prior to joining UBS, Tony worked at Brown Brothers Harriman Private Bank where he oversaw the firm’s platform of private and public credit strategies.
Tony began his career at Clearbrook Global Advisors in Stamford, Connecticut as an investment analyst. He graduated with a BA in Mathematical Economics and a minor in Applied Mathematics from Colgate University. He is also a CFA charterholder.
Host
Charlotte O'Leary, CEO, Pensions for Purpose
As CEO and an executive director of Pensions for Purpose, Charlotte oversees the running of the business, develops the growth and innovation strategy and looks for opportunities to build partnerships to achieve their mission. She also co-leads the training service for asset owners and their advisers.
Charlotte is a member of the Sounding Board for the Social Value Portal, the Advisory Board for the Sororum, the pensions expert group for the Global Steering Group for Impact Investing and a member of the Pensions Equity Group.
She has over 15 years of experience in asset management, starting in fund analysis and progressing through to institutional business development, having worked for some well-known institutions, including Jupiter, Pictet and Cambridge Associates. Through these roles, Charlotte has built a knowledge and passion for sustainable investing. She has demonstrated this in co-authoring a paper with the Society for Pension Professionals on social impact investing and speaking on topics such as fee and service transparency at PLSA and Transparency Taskforce events. She worked in partnership with the Impact Investing Institute's to develop the Impact Investing Principles for Pensions.
Pensions for Purpose
Pensions for Purpose exists as a bridge between asset managers, pension funds and their professional advisers, to encourage the flow of capital towards impact investment. Our aim is to empower pension funds to seek positive impact opportunities and mitigate negative impact risks.
Our Community allows members to learn from leaders in the impact investment industry. We provide a trusted environment to interact, collaborate and share knowledge. Members engage in a programme of activity to shape their strategy in ESG, sustainable and impact investments.
For more information, please email the Membership Manager.
Reference
1 Main Street Partners, GSS bond market trends, Summer edition 2024, <https://esgeverything.com/papers/gss-bonds-market-trends-2024/>.
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