Global Outlook & Markets View 2024
We will meet for our traditional event to discuss the macroeconomic scenarios and the possible outcome on Financial Markets for the new year.
Welcome by CFA Society Italy
Libero Monteforte, Director of the Macroeconomic Analysis Department of Ufficio Parlamentare di Bilancio
Director of the Macroeconomic Analysis Department of Ufficio Parlamentare di Bilancio
Libero Monteforte is the Director of the Macroeconomic Analysis Department of the Ufficio Parlamentare di Bilancio (UPB), the Italian Parliamentary Budget Office. He is at the UPB on leave from Banca d’Italia, where he worked for twenty years on the forecasts in support of the monetary policy of the euro. He was also seconded to the Italian Treasury for three years, to coordinate working groups on forecasting and econometric modelling. He has participated in exchange projects and committees for foreign organisations such as the ECB, the European Commission, the OECD, the IMF and the Federal Reserve. He graduated with honours in Economics from LUISS Guido Carli University, obtained his PhD from the Faculty of Statistics at La Sapienza University and he was visiting fellow at the Faculty of Economics of Cambridge University. He has delivered lectures and courses at various universities and published articles in scientific journals on topics related to macroeconomic forecasting, the impact of monetary and fiscal policy, the estimation of the output gap and the use of payment system data for forecasting.
Moderator, Antonio Cesarano, Chief Global Strategist - Intermonte SIM
Edward Harrold, CFA - Investment Director - Capital Group
Chief Global Strategist - Intermonte SIM
Antonio Cesarano graduated summa cum laude in Economics at LUISS in 1994, and specialized in andvanced finance at City University Business School in London. He started his career at Mps in 1996 as market maker on the main European government bonds. He was then appointed Head of Market Strategy at Mps Capital Services and responsible for the advisory service of the Wealth Mangement division at Banca Mps. His experience includes the implementation and coordination of forex, interest rate and commodities market strategies. His team performed among the best world forecasters on exchange rates in the last 10 years. He is coauthor of the book “La gestione del commodity price risks. Il punto di vista della supply chain”, Franco Angeli Editore and collaborates with the most important national financial media such as il Sole 24 Ore, La Repubblica, Milano Finanza, Radio 24, Rainews24, SkyTG24. Antonio is Chief Global Strategist at Intermonte SIM since 2018.
Carlo Putti, Investment Director - M&G Investments
CFA - Investment Director - Capital Group
Edward Harrold is an investment director at Capital Group. He has 17 years of industry experience and has been with Capital Group for 10 years. Prior to joining Capital, Edward worked as an associate in RBS Global Banking & Markets at the Royal Bank of Scotland. He holds a bachelor’s degree with honours in international relations from the London School of Economics. He also holds the Chartered Financial Analyst® designation. Edward is based in London.
Piergiacomo Braganti, Director, Macroeconomic Research - Wisdomtree
Investment Director - M&G Investments
Carlo Putti is an investment director supporting M&G's fixed interest fund range. He initially joined M&G in 2009, working on a part-time basis in the M&G Milan office, assisting the Italian Sales team. In 2013 Carlo moved to London, where he joined the M&G International Marketing team as a marketing executive before transferring to the M&G Fixed Interest team nine months later. Carlo holds a degree in business economics from Cattolica University (Italy).
Director, Macroeconomic Research - Wisdomtree
Piergiacomo is Director of Research at Wisdomtree. He has over 20 years of experience within the financial services industry, having served as the Head of Discretionary Portfolio Management at Banca Albertini Spa in Milan before joining WisdomTree. Prior to this, he held roles at Rasbank Spa (currently AllianzBank Financial Advisors) as Head of Equity Research and Head of Equity Desk. Piergiacomo has an M.Sc. in Financial Markets Economics from Bocconi University in Milan. He is also a chartered member of the Aiaf (Italian Association of Financial Analysts).
Networking Buffet Dinner
- Registrations are closed.
- A kind remind with confirmation will be sent the day before the event.
- The event will be held in Italian, except for Mr Harrold answers, which will be in English.
- CFA Institute and CFA Society Italy Regular and Affiliate members can self report 1,5 PL credits accessing their account on the CFA Institute website.