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Asset Management Tokenization: How Distribution, Customer Access, and Service Models Are Changing

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  • Asset Management Tokenization: How Distribution, Customer Access, and Service Models Are Changing
When
  • Wednesday 29 April 2026
  • 18:30 - 20:30
Where
  • Sina de la Ville
  • Via Hoepli, 6
  • 20121 - Milan
Credits
  • Eligible for 1 credit

Participation is subject to approval. Please make sure that your request has been correctly submitted by checking if you have received an email indicating that it will be processed.

Tokenization of financial instruments and asset management products represents one of the most significant developments for the industry in the coming years. Beyond the technological aspect, the real turning point concerns the potential impact on distribution practices: access to products, the role of intermediaries, channel configuration, customer segmentation, operational efficiency, and new service models.

This event aims to concretely analyze how tokenization can impact the marketing of financial products, redefining the relationship between producers, distributors, infrastructure, and end investors. The discussion will focus not only on the opportunities offered by innovation, but also on the conditions necessary for these models to thrive: interoperability, regulatory framework, operational controls, investor protection, and the economic sustainability of new distribution architectures.

Agenda
18:00 Registrations
18:30 Welcome Remarks by CFA Society Italy Giuliano Palumbo, CFA - President - CFA Society Italy

Giuliano Palumbo

CFA - President - CFA Society Italy

Giuliano Palumbo is President of CFA Society Italy and he is responsible for the global fixed income strategies at Euromobiliare Asset Management. With over fifteen years of portfolio management experience, he previously worked in Arca SGR as Head of emerging markets desk. Prior to that, he was a Quantitative Analyst at Pioneer Investments in Dublin. Giuliano graduated in Economics from University of Naples and holds a Master in Economics and Finance. He was awarded with the Chartered Financial Analyst designation in 2009. He previously served as Treasurer and then as Secretary of the Board of Directors at CFA Society Italy.
18:35 Roundtable Moderator, Michelangelo Gigante, CFA, FRM, Head of Execution Desk - Eurizon

Michelangelo Gigante

CFA, FRM, Head of Execution Desk - Eurizon

Michelangelo has been managing the Eurizon Execution Desk since 2019, before this experience he was at Unicredit Bank AG as a Trader on Financial and Structured Bonds and before that as a Proprietary Trader always at Unicredit. Previously he was Total Return Portfolio Manager at Fideuram Asset Management in Dublin and Milan.

Tommaso Cattaneo, Business Development Manager - Blockinvest

Tommaso Cattaneo

Business Development Manager - Blockinvest

Tommaso is a Business Development Manager at BlockInvest, working at the intersection of traditional finance and blockchain technology. He focuses on driving the adoption of tokenization among financial institutions, supporting the issuance of digital financial instruments across private markets and structured products. He previously gained experience as a Project Manager and in traditional finance, building a strong understanding of financial processes and institutional dynamics. Tommaso has been directly involved in pioneering transactions in Italy, including the first tokenized bond and minibond on a public blockchain and the first tokenized investment product issued by a bank for private clients, contributing to the evolution of institutional on-chain finance.

Roberto Garavaglia, Innovative Payments and blockchain Strategic Advisor

Roberto Garavaglia

Innovative Payments and blockchain Strategic Advisor

Independent Strategic Advisor in Innovative Payments and blockchain, for more than thirty years he has been helping companies in the creation of new value propositions. In 2014 he was among the first in Italy to deal with blockchain projects in the digital finance sector. In addition to his work as an independent advisor, he also works in the field of science dissemination and lectures at companies and universities. Since 2008 he has been collaborating with POLIMI SCHOOL OF MANAGEMENT (formerly MIP) as a trainer in the fields of Fintech, Innovative Payments, Blockchain, Digital Identity, and in the context of the Digital Innovation Observatories, contributing with his experience to the analysis of innovation and digitalization strategies in the economy. He has written countless publications published by the Politecnico di Milano and the Bank of Italy, on topics concerning innovation and regulation of innovative payment systems and blockchain. Author of books, he published for Hoepli Editore the best seller “Everything about Blockchain” (original title “Tutto su Blockchain “) in May 2018, “Learn about blockchain” (original title “Conoscere la blockchain”) in June 2021, ““Everything about NFT” (original title “Tutto sugli NFT “) in February 2022. 13 October 2022 saw the release of 'Todo sobre los NFTs', the Spanish version translated for the LATAM market of the book on NFTs.

Leonardo Urbano, AI/ML Data Scientist Lead, Consultant - RTW Investments L.P.

Leonardo Urbano

AI/ML Data Scientist Lead, Consultant - RTW Investments L.P.

AI/ML Data Science Lead at RTW Investments, where I spearhead AI innovation and leverage alternative data to drive decision-making for a premier Healthcare-focused investment firm. With over a decade of experience, I specialize in architecting scalable machine learning models and extracting actionable alpha from complex, multi-modal datasets in Life Sciences. Previously, as Vice President at Jefferies, I led the EMEA Data Strategy team, pioneering the integration of Generative AI and automated research workflows within Equity Research. A highly credentialed professional (CFA, FRM, CAIA, IMC), I bridge the gap between advanced technical stacks—including Python, Spark, and AWS—and high-stakes investment strategy.
19:20 Q&A Session
19:30 Networking Cocktail

Important information

  • Participation is subject to approval. Please make sure that your request has been correctly submitted by checking if you have received an email indicating that it will be processed.
  • Registrations will close on 27 April, 6 PM.
  • This event will be held in Italian. 
  • CFA Institute and CFA Society Italy Regular and Affiliate members can self report 1 PL credit accessing their account page on the CFA Institute website.