Global Outlook & Markets View 2022
We will meet for our traditional event to discuss the macroeconomic scenarios and the possible outcome on Financial Markets for the new year.
Due to the high request of participation to this event and the social distancing restrictions, priority for in-person attendance has been given to CFA Society Italy’s active members and to the sponsors' guests.
The in-person event is now fully booked.
Registrations are closed.
Welcome speech (live streaming)
Giuliano Palumbo, CFA - President - CFA Society Italy
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.
Roundtable (live streaming)
Moderator, Beatrice Mancini, Country Head & Head of Research Italy & Ticino - Citywire
Flavio Carpenzano, Investment Director - Capital Group
Country Head & Head of Research Italy & Ticino - Citywire
Beatrice Mancini is Country Head & Head of Research Italy and Ticino for Citywire Italia. She holds a BA at the University of Essex and at the University of Bologna and an MA at the University of Westminster. She joined Citywire in 2011, at the head office in London, as Researcher, liaising with professionals within the fund and manager selection industry, in Italy, Ticino and The Netherlands. In 2014 she opened the Italian office, in Milan. Today she manages the business of Citywire Italia and continues also to follow personally and with great passion the professionals making up the fabric of the professional investment community in Italy and Ticino.
Anna Guglielmetti, Responsabile gestioni istituzionali Asset Management Italy - Credit Suisse
Investment Director - Capital Group
Flavio Carpenzano is an investment director at Capital Group. He has 16 years of industry experience and joined Capital Group this year. Prior to joining Capital, Flavio worked as a fixed income senior investment strategist at AllianceBernstein. Before that, he was a product manager at PIMCO focussed on credit strategies. His early career also includes a role at the Bank of England as an analyst in the markets department. He holds a master's degree in finance and economics from Università Bocconi. Flavio is based in London.
Matteo Ramenghi, CIO - UBS WM Italy
Responsabile gestioni istituzionali Asset Management Italy - Credit Suisse
Anna Guglielmetti è responsabile delle gestioni patrimoniali per i clienti istituzionali di Credit Suisse Asset Management in Italia e membro del Comitato di Investimento Locale. Si è laureata con 110 e lode in Economia Politica all’Università Bocconi nel febbraio 1984. Dal 1984 al 1986 ha svolto attività accademica e di ricerca presso l’Università Bocconi. Ha iniziato la sua carriera in IBM come Economista e analista per investimenti ed acquisizioni. Dal 1991 gestisce portafogli a reddito fisso e multiasset, prima, presso il Gruppo Fondiaria e, dal 1995, presso Credit Suisse.
Kevin Thozet, Portfolio Advisor and Member of the Investment Committee - Carmignac
CIO - UBS WM Italy
Matteo started his career at UBS in 2000, joining the Investment Bank and working in the Financial Institutions Group in London, first in M&A, later in equity research. Back to Italy, he was appointed Head of Italian research team, Head of EMEA banks research, and covered roles of increasing responsibility up to Head of banking sector for emerging Europe. Thanks to his deep knowledge of Italian economy and banking, in 2015 Matteo Ramenghi was appointed Chief Investment Officier at UBS Italia. He contributes to the global investment process for the Wealth Management division.
Portfolio Advisor and Member of the Investment Committee - Carmignac
Kevin Thozet is a Member of the Investment Committee. Kevin joined Carmignac in 2019. After starting his career at Axa Investment Managers, he joined Edmond de Rothschild Asset Management in 2011 where he was notably Product Specialist covering Asset Allocation & Sovereign debt portfolios and then Head of Product Specialists. Kevin holds a Master’s degree in management from Paris Dauphine University as well as Master’s degree in bilingual journalism from the Paris Sorbonne University.
Q&A Session (live streaming)
Closing and networking cocktail
- Due to the high request of participation to this event and the social distancing restrictions, priority for in-person attendance has been given to CFA Society Italy’s active members and to the sponsors' guests. Confirmation has been notified via email. Please save it. You may be required to show it at the registration desk.
- All other guests will have the opportunity to attend the live streaming. All details have been notified via email.
- A kind remind with complete details has been sent on 31 January.
- This event will be held in Italian, except for Mr Thozet answers, which will be in English.
- In-person attendees will be required to respect the location's Anti Covid 19 Protocol which includes: Super Green Pass check, use of FFP2 masks, respect of interpersonal distance.
- CFA Institute and CFA Society Italy Regular and Affiliate members can self report 1,5 PL credits accessing their account page on the CFA Institute website.