Last week, we abridged Smith’s Infrastructure Finance and Resiliency Conference sellside and buyside panel’s commentary on how municipal bonds can be used to finance America’s infrastructure. The panel featured Ian Rogow, Co-head of Muni Research at BofA, as moderator; Mark Schmidt, CFA and Head of Municipal Strategy at Morgan Stanley; Margot Kleinman, Head of Municipal Research Portfolio Management at Nuveen; and David Thorkelson, Senior Analyst, Municipal Bonds, Vanguard.
Ian Rogow said, “Let’s continue with two sectors: airports and toll roads. Margot, as a muni investor, what are your top considerations when investing in those two sectors specifically?”
Ms. Kleinman answered, “Sure, when we’re talking about financing the infrastructure of the future, airports are a great sector to focus on. Read more…
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