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CFA for Your Profession | Multi-Asset Investment Management

When
  • Wednesday 10 November 2021
  • 18:30 - 19:30
Where
  • Virtual Event
Credits
  • Eligible for 1 credit

This event is dedicated to whoever has an interest in learning more about a specific profession within the financial services sector.

The CFA for Your Profession series offers the opportunity to meet senior professionals with first-hand experience in a specific field. The series is an exclusive benefit of CFA Society Italy Members and Junior Members and is not open to non Members. 

The classic 60/40 portfolio has been the gold standard of asset and wealth management for a long time, but today’s economic environment requires investors to look beyond traditional asset allocation techniques. Investment managers approach evolved significantly as they developed multi-asset portfolios to seek appealing risk adjusted returns in a low/negative rates environment. Multi-asset strategies have been growing in relevance and popularity since the financial crisis, however building and implementing an effective strategic asset allocation, while choosing top performing managers is clearly a challenging task.

We will dive into the day-to-day of an investment manager, exploring what it is like to manage a multi-asset portfolio for private and institutional investors within a global organization.

Agenda
18:30 Welcome Remarks Simone Rabbiosi, CFA - Equity Capital Market Associate - IMI Intesa Sanpaolo

Simone Rabbiosi

CFA - Equity Capital Market Associate - IMI Intesa Sanpaolo

Simone is an Equity Capital Market Associate at IMI Intesa Sanpaolo and a volunteer at CFA Society Italy. He started his career in BNP Paribas as a Forex Derivative Analyst in 2016 and, in 2017, he joined IMI Intesa Sanpaolo (formerly Banca IMI) as an Equity Analyst with the Equity Research team, eventually moving to the Equity Capital Market desk. Simone is a CFA Charterholder, he holds a bachelor’s degree in economics from Università Cattolica del Sacro Cuore and a master’s degree in finance from Nova School of Business & Economics.

18:35 CFA for Your Profession | Multi-Asset Investment Management GIUSEPPE PATARA, CFA - Director & Portfolio Manager - Credit Suisse Investment Management

GIUSEPPE PATARA

CFA - Director & Portfolio Manager - Credit Suisse Investment Management

Giuseppe Patara is Director and Portfolio Manager within the Credit Suisse Investment Management team, based in Milan. Giuseppe joined Credit Suisse in 2005, and his main areas of focus are: asset allocation for multi asset and total return strategies, fund selection and multi-manager portfolio construction, and macroeconomic analysis for strategic and tactical allocation. He has also been working as portfolio manager in the Asia Pacific investment team of Credit Suisse in Singapore. Giuseppe holds a Master in Financial Economics with major in Quantitative Finance from Rotterdam University, and he is graduated in Economics from Bocconi University in Milan. He is CFA chart holder, and Director of the Board of CFA Society Italy.

18:50 Q&A Session

Important information

  • Registrations are closed.
  • A kind reminder with instructions to connect to the Zoom platform has been sent to all registered participants on 9 November. 
  • 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. 
  • The event is usually held in Italian. If you prefer the use of English please make a request at the beginning of the meeting.