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CFASI Alternative Forum II - 2019 edition

When
  • Tuesday 05 November 2019
  • 17:30 - 21:00
Where
  • Palazzo Montemartini
  • Largo G. Montemartini
  • 00185 - Rome

Please note: the conference will be held in Italian.

 

As new assets enter negative rate territory, investors need to look elsewhere to achieve their return.  Suppressed by monetary policy, inflation and tariff, allocation to traditional asset is being reduced to the alternative counterparty. But complexity comes with threat!  Be part of the institutional investors who efficiently allocated in the alternative arena, enjoy the CFASI Alternative Forum!

Agenda
17:30 Registration
18:00 Welcome Speech Daniele Cappellini, CFA, Board Member, CFA Society Italy

Daniele Cappellini

CFA, Board Member, CFA Society Italy

Daniele joined the International Financial Service department of BNL in September 2017 as Responsible 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.

18:15 Private Debt Olivier Debat, Senior Investment Specialist, UBP SA

Olivier Debat

Senior Investment Specialist, UBP SA

Olivier joined UBP in August 2010 as an Investment Specialist dedicated to fixed income. Previously, he spent two years at Allianz Global Investors in Paris working on Euro Fixed Income strategies, with a focus on investment-grade and high-yield credit products. Before joining Allianz, Olivier spent four years at Credit Agricole Investment Bank as an Account Manager in the Global Oil & Gas Division and then as an Associate on the Equity Capital Markets desk. Prior to this, he was an Equity Analyst at Credit Lyonnais for four years. Olivier is a graduate of the EM Lyon Business School and holds the CEFA diploma.

18:45 Private Equity: management of portfolio companies and value creation Daniele Camponeschi, Founder, Partner and CIO, Green Arrow Capital

Daniele Camponeschi

Founder, Partner and CIO, Green Arrow Capital

Daniele has vast hands on experience within the private industry as well as financial institutions. After graduating cum laude from Rome University, he started as a manager in a new Telecom Local Exchange Carrier. Thereafter, Daniele was Partner of a consulting firm within the telecom sector. From 2001 to 2006, he covered a number of key roles in primary Italian financial institutions, including M.P.S. and Banca Intesa, with responsibilities mainly in strategy and business development. He has been Deputy Managing Director of Mediterranean Development (a financial institution focused on promoting Infrastructure projects in the Mediterranean). Daniele was also co-founder and Chief Investment Officer of Greentech Energy Systems and Managing Director of GWM Renewable Energy Spain.

19:15 Institutional Investors Round Table Moderator, Lara Pederzolli, Partner, Mangusta Risk Limited

Lara Pederzolli

Partner, Mangusta Risk Limited

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.

Enrico Cibati, Chief Investment Officier, Cassa Forense

Enrico Cibati

Chief Investment Officier, 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.

Paolo Ciocca, Senior Economist - BNL

Paolo Ciocca

Senior Economist - BNL

Paolo Ciocca, degree in Economics at the University of L’Aquila, joined BNL in 1998. From 1998 to 2002, he was enrolled in a four years training on the job managerial program, to gain experience in several banking segments, working in different BNL branches. From 2002 to 2004, he was appointed as senior corporate relationship manager. In 2004, he joined the economic research department. As senior economist, he is in charge of the Italian economy. He regularly publishes articles on the Italian economy in the newspaper Corriere della Sera.

Danilo Giuliani, Head of Finance, EPPI

Danilo Giuliani

Head of Finance, EPPI

Nel 2017 ha iniziato la carriera professionale come advisor finanziario di Casse previdenziali e Fondi pensione in Consulenza Istituzionale spa. Nel 2008 diventa responsabile di area per i clienti previdenziali. Ha lavorato in JP Morgan nel team di Derivatives Marketing, nel 2011 in Nomura nel team di Structured Equity. Dal 2013 al 2015 ha svolto attività autonoma come risk manager del Fondo pensione Agenti Professionisti di Assicurazione, come advisor finanziario del Fondo pensione Previambiente. Nel 2016 è entrato in EPPI come responsabile della Funzione Finanza.

Emilio Pastore, Head of Finance and Treasury, HDI Assicurazioni

Emilio Pastore

Head of Finance and Treasury, HDI Assicurazioni

Laureato in Economia e Commercio all’Università La Sapienza di Roma. Ha conseguito Master in gestione finanziaria della Previdenza Complementare. In HDI Assicurazioni (gruppo Talanx) dal 1999. Dal 2006 responsabile della Tesoreria e dell’area Investimenti (fondi pensione, gestioni separate, UL). Ha conseguito il titolo di mediatore professionista. Ha fatto significativa esperienza di docenza all’Università Luiss e La Sapienza su tematiche attinenti la gestione finanziaria. Esperto di investimenti SRI. Dal 2019 membro dell’Advisory Committee di Fondi.

20:00 Dinner