How is Italy experiencing the post-pandemic from a macroeconomic point of view? Are we managing to seize the structural opportunities offered by the National Recovery and Resilience Plan? How does Italy position against other European countries?
These are some of the questions we will try to answer in a discussion aimed at identifying the best opportunities for investors in Italy from different perspectives such as asset classes (equity and bond), business life cycle (venture and mature) and market access (public and private).
Agenda
18:30 |
Registration
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18:40 |
Welcome by CFA Society Italy
Giuliano Palumbo, CFA - President - CFA Society Italy
Giuliano Palumbo
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.
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18:45 |
Opening Remarks
Valentina Valdameri, CFA - Senior Sales Manager - Fidelity Iternational
Valentina Valdameri
CFA - Senior Sales Manager - Fidelity Iternational
Valentina Valdameri is a Senior Sales Manager for the Italian market at Fidelity International and a volunteer at CFA Society Italy. She joined Fidelity in 2021 from Legal&General Investment Management, where she held the title of Senior Business Development Manager, having joined the firm in 2019. Prior to that she has been Business Development Manager at Legg Mason Global Asset Management and Client Service Officer at State Street Global Advisors, where she started her career in 2012. She graduated with a MSc in Business and Enterprise Law at Bocconi University in 2013. She is a CFA Charterholder since 2019.
Alberto Chiandetti, CFA - Portfolio Manager - Fidelity
Alberto Chiandetti
CFA - Portfolio Manager - Fidelity
Alberto Chiandetti, CFA, is Portfolio Manager of Fidelity since October 2008 managing different mandates in European Equities. Alberto first joined Fidelity International in July 2006 to take the role of Italy Country Analyst. Prior to Joining Fidelity he spent 7 years as a sell-side equity analyst. Alberto graduated in Finance from Bocconi University, Milan, in 1999 and is a CFA (Chartered Financial Analyst) charterholder since 2004.
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19:00 |
Panel discussion
Moderator, Ludovico di Meo, Director - RAI Due
Ludovico di Meo
Director - RAI Due
Alberto Chiandetti, CFA - Portfolio Manager - Fidelity
Alberto Chiandetti
CFA - Portfolio Manager - Fidelity
Alberto Chiandetti, CFA, is Portfolio Manager of Fidelity since October 2008 managing different mandates in European Equities. Alberto first joined Fidelity International in July 2006 to take the role of Italy Country Analyst. Prior to Joining Fidelity he spent 7 years as a sell-side equity analyst. Alberto graduated in Finance from Bocconi University, Milan, in 1999 and is a CFA (Chartered Financial Analyst) charterholder since 2004.
Paolo Ciocca, Responsabile Servizio Studi BNL - Gruppo BNPParibas
Paolo Ciocca
Responsabile Servizio Studi BNL - Gruppo BNPParibas
Antonio Cesarano, Chief Global Strategist - Intermonte SIM
Antonio Cesarano
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.
Davide Iacovoni, Capo Direzione Debito Pubblico - MEF
Davide Iacovoni
Capo Direzione Debito Pubblico - MEF
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19:30 |
Q&A Session
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19:45 |
Closing Remarks
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19:50 |
Drinks
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Important information
- This event will be held in Italian.
- Agenda may be subject to change.
- Please register before 23 November.
- Attendees are required to respect the location's Anti Covid 19 Protocol which includes: body temperature check with collection of personal data (name, surname, time of collection, temperature, telephone number), green pass check, respect of interpersonal distance, use of masks. No hangers and wardrobe services will be available.
- 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.