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CFASI-UBS Alternative Investment Forum 2018

When
  • Wednesday 07 November 2018
  • 17:00 - 20:30
Where
  • Palazzo Naiade
  • Piazza della Repubblica, 47
  • 00185 - Rome
Credits
  • Eligible for 2 credits

The event is fully booked

Alternative investment has been steady growing from the great financial crisis. Supported by a low yield environment and correlated asset class alternatives it now represents a strategic investment for institutional investors.

CFA-UBS Alternative Forum 2018 offers a great opportunity to listen from market participants and understand their thoughts on alternative investments. 

Agenda
17:00 Registration
17:30 Welcome - CFA Society Italy Daniele Cappellini, CFA Society Italy

Daniele Cappellini

CFA Society Italy

Daniele joined the International Financial Service department of BNL in September 2017 as Head of Investment Solutions and is involved in advisory and network support. He graduated in Management Engineering at Università La Sapienza Roma and started his career in finance at Banca Finnat, first as equity, then as bond portfolio manager. Later he became investment strategist at ALM division of Poste Vita with the responsibility on capital market assumption and development of the macroeconomic outlook. He was awarded the Chartered Financial Analyst designation in 2014 and was soon involved by CFA Society Italy in the activities of the Society for Central and Southern Italy.

17:45 Expected returns: from traditional asset classes to alternative investments Silvio Maria Enrico Bencini, European Investment Consulting

Silvio Maria Enrico Bencini

European Investment Consulting

Silvio Bencini è socio di EIC dal 2012 dove cura l’attività di consulenza a investitori istituzionali. Laureato in Economia Politica a Torino, ha svolto tutto il suo percorso professionale nel settore finanziario, prima negli uffici studi di Comit e Sige e poi come direttore centrale di Sviluppo Finanziaria (oggi ING) e direttore finanziario di Banca Brignone. Dal 1998 al 2006 ha lavorato nel gruppo Monte dei Paschi di Siena, come direttore finanziario di Banca Toscana, di cui ha curato anche la costituzione e la gestione del fondo di previdenza interno, poi come vicedirettore generale di Banca 121, responsabile della divisione prodotti dell’Area private banking del Gruppo e infine come responsabile del private banking di Banca Toscana. Dal 2006 al 2009 è stato responsabile del private banking di Ersel Sim e dal 2010 al 2012 in Accenture come senior advisor nell’ambito del wealth management. Silvio Bencini ha conseguito le certificazioni professionali CFA (Chartered Financial Analyst), CAIA (Chartered Alternative Investment Analyst) e PRM (Professional Risk Manager). E’ stato borsista della fondazione Luigi Einaudi di Roma e ha svolto incarichi di docenza e seminari presso la Facoltà di Economia e Commercio di Torino, l’università Bocconi di Milano e la Facoltà di Informatica dell’Università di Milano-Bicocca.

18:05 Infrastructure equity & debt ESG compliant. The experience of UBS AM Tommaso Albanese, UBS

Tommaso Albanese

UBS

Tommaso Albanese was appointed Head of Infrastructure of the Real Estate & Private Markets business of UBS Asset Management in December 2016. In this capacity, Tommaso leads the teams that make direct investments in infrastructure equity, infrastructure debt and real estate debt. Tommaso was previously Head of Infrastructure Debt in the former Infrastructure & Private Equity area (2013-2016). He spearheaded the establishment of an inaugural infrastructure private debt fund, lead the capital raising and chaired the investment committee. He joined UBS in 2010 as Vice Chairman of EMEA Global Capital Markets in the Investment Bank where he lead several strategic initiatives including the development of the infrastructure finance business. Prior to that, he was Co-Head of Global Capital Markets for Europe at Morgan Stanley & Co where he developed several product businesses in debt and equity until he retired in 2006 after 16 years with the bank. Tommaso is also adjunct professor of finance at New York University's Stern School of Business since 2007 where he teaches infrastructure and international finance at the MBA program.

18:30 Round table Moderator, Stefania Luzi, Mefop

Stefania Luzi

Mefop

Enrico Cibati, Cassa Forense

Enrico Cibati

Cassa Forense

Enrico Cibati is Chief Investment Officier at Cassa Forense, Italian Lawyers Pension Fund, since 2006. Previously, he has been Managing Director and Head of Asset Management at Finnat Euramerica. Enrico graduated in Economics at Università La Sapienza, Roma and got a post-graduate qualification in banking from the same university.

Orazio Di Miscia, Poste Vita

Orazio Di Miscia

Poste Vita

Orazio Di Miscia is the Head of Asset Allocation and Portfolio Management of Liquid Asset Classes at Poste Vita. His previous roles include head of Portfolio Strategy at Axa-Mps, head of Financial Engineering at Banca Intesa and analyst at Meliorbanca, Banca Commerciale Italiana and Epta Group. He has a PhD in Statistics at University in Florence and Marie-Curie Fellowship in Aarhus, Denmark.

Ivonne Forno, Laborfonds

Ivonne Forno

Laborfonds

Ivonne Forno has been working on legal issues at Pioneer Investment Management SGR SpA (now Amundi SGR) and Monte Paschi Asset Management SGR SpA (now Anima SGR) in Milan since October 2003. From November 2003 to July 2009 she has been Head of Legal at Pensplan Invest SGR and for the companies of "Progetto Pensplan", the pension plan of Regione Trentino Alto Adige-Südtirol. From then until 2011 she has been Head of Legal and up to November 2015 Vice-President and Head of Finance for Laborfonds pension fund. From 1 December 2015 Ivonne is General Manager and Head of Finance at Laborfonds. She is member of the advisory committees and boards of the following FIA: Fondo Strategico Trentino Alto Adige (Comparto Trento e Comparto Bolzano); Quadrivio Green Energy Fund; Partners Group Direct Equity (2016) SCA Sicav-SIF; APPIA II Global Infrastructure Portfolio SCSp. From 2015 to 2017 he was also Probiviro at Assoprevidenza, and since 2017 she is member of the Board of Directors. Ivonne graduated in Law "cum laude" and has a master degree in business & finance.

Alfredo Granata, Inarcassa

Alfredo Granata

Inarcassa

He was graduated in 1991 in Economics at L. Bocconi University in Milan. His professional career started at Banca Di Roma in 1992 as financial analyst, becaming Head of Financial Markets Analisys department in 1995. He was then chief economist in Romagest S.p.A., the asset Management company owned by Banca Di Roma. In 2001 he begun the fund management activity, firstly as a global bond manager then charging the currency overlay for all the funds managed by the company, which in the meantime changed its denomination in Capitalia Asset Management. In 2004 he was Senior Manager for all the balanced funds in Capitalia AM. In 2008 he became Head of Asset Management at Banca Finnat Euramerica an Italian private bank listed at Milan bourse. Since July 2011 he has been charged of the Portfolio management of Inarcassa one of the main italian retirement funds (current AUM over 10 bln Euro).

Angelo Mauri, ENPAP

Angelo Mauri

ENPAP

Angelo is Finance Director at ENPAP (Ente Nazionale di Previdenza e Assistenza per gli Psicologi). He started his experience at ENPAP in 1999 and has been working in private pensions since 1996. He is graduated in Economic, chartered accountant, statutory auditor, member of the investment committee of a Luxembourg based SICAV and member of the advisory committee of a property fund.

Robert Rausch, Enasarco

Robert Rausch

Enasarco

Robert Rausch started his career in 1992 working with UBS in Zurich and London until 2010 for its investment banking and wealth management divisons covering various senior management positions such as Head Global Equity & Credit Research and Head Global Key Client Wealth Solutions with the title of Managing Director. In 2010 he joined Group Mediobanca in Italy where as Managing Director he covered the roles fo Head Investment Solutions at Banca Esperia and CEO of Duemme International Lux, both companies of the group. In December 2015 he left Mediobanca and joined Wealthmetrisk in Switzerland as Independent Senior Consultant until 2017 advising major banks and family offices on strategy and investment processes. In January 2018 he joined Enasarco as CFO. He holds a Master in Economics and Business Administration of the University Zurich graduating in 1992.

Lara Pederzolli, MangustaRisk

Lara Pederzolli

MangustaRisk

Lara is partner at MangustaRisk Limited. Before joining Mangusta, she was hedge funds manager at Meliorbanca, Rome and market risk manager at Lazard Brothers, London. She started her career in finance as credit risk analyst at European Bank for Reconstruction and Development, London. Lara has a degree in Statistical and Economic Science, cum laude at Università La Sapienza, Rome, attended the School of Inter-University Mathematics in Perugia and a post-graduate course on “Modelling Extremal Events For Insurance and Finance”, lecturer Prof. Paul Embrechts, at Scuola Normale di Pisa.

20:00 Cocktail & Wine tasting

Thank you for your interest in our event. We are fully booked but we hope to be able to confirm your registration in the forthcoming days. 

Best regards,

CFA Society Italy