Time to Revisit Green Fixed Income Investing? w/ Luca Manera

Time to Revisit Green Fixed Income Investing? w/ Luca Manera

My guest today is Luca Manera, portfolio manager of Asteria's Climate Bond Fund and Infrastructure Private Debt Strategy. Luca has managed portfolios for institutional and private investors for several years and joined Asteria to drive impact forward on the fixed income side. Luca's screens are constantly flickering with the latest economic information and he maintains a clear and structured procedure to digest the latest opinions and facts on a daily basis. Luca manages his portfolios with an engineering mindset and a systematic approach. Today we'll be discussing the current fixed income landscape. Given the year-to-date performance of this asset class, we'll be looking through some of the main reasons why investors should consider re-building their fixed income positions through green bonds rather than traditional bonds. We will also highlight some of the impact opportunities that investors can find in investing in green bonds.

Regulation in Sustainable & Impact Investing with Dajana Turujlija

What does the the current regulatory landscape look like? What is SFDR and who does it effect?  What are the advantages of moving early for institutional investors?  What are the "easy steps" that institutional investors can take?

Handling Data in Impact Investing with Dries Cornilly

What data is available for impact measurement? Types and formats? Creating an investment process that integrates impact as a constraint. That’s an innovation. Could you take me through the development of this? Take me through the process of integrating a new data source like patents into the model? What are you limited by when it comes to data and integrating new sources of data? What would make your life easier?

Opportunities in Private Debt Infrastructure Investing with Sarunas Kubilickas

A discussion on some of the most interesting opportunities in private debt infrastructure investment. Looking at what makes a transaction or project an interesting opportunity. Everyone is currently looking to PE but what’s the action like in PD? What makes an interesting opportunity? What factors do you consider? Is impact hard to find and measure? How do the players in the space compete for capital and how do managers complete for transactions?

Demystifying Private Debt Infrastructure Investing with Pierre Husser

A discussion on private debt infrastructure investment seeking to understand some of the key merits and drawbacks and address the main misconceptions of the space. How does private debt look? Take me through a transaction. What does private debt do well and what doesn’t it accomplish? Apples vs. Pears, private debt is often lumped in the private markets basket in asset allocation. Why is this a fatal error? Is the difference between private debt and private equity as significant as in the listed space?