The View from the Buy-Side

As the public finance industry navigates macroeconomic uncertainty and shifting policy dynamics, this Virtual Summit centers on the evolving priorities, strategies, and influence of municipal investors. With the rapid growth of separately managed accounts and ETFs reshaping capital deployment, buy-side firms are rethinking portfolio construction, customization, and market engagement.

The program will explore changing retail investor behavior, yield curve positioning, market electronification, and the implications of growing credit pressures as federal funding recedes. Panelists will also examine the expanding role of alternative investors, the performance of high-yield in 2026, and forward-looking expectations for 2027—offering a clear lens into where muni capital is headed next.