17:30 |
Welcome by CFA Society Italy
Matteo Riccardi, CFA, CIPM, CAIA, FDP, FRM, Vice President, CFA Society Italy
Matteo Riccardi
CFA, CIPM, CAIA, FDP, FRM, Vice President, CFA Society Italy
Matteo Riccardi is member of the Board of CFA Society Italy since 2011 and Vice-President since 2017. He is Chief Investment Officer for the Italian Insurance Group Bipiemme Vita (part of the French Group Covéa) since 2017. He approached the insurance investment management sector in 2004, joining the Italian Business Unit of Zurich Insurance Group, where he worked for 13 years, serving as Chief Investment Officer for Italy from 2014 to 2017 and, before that, as Head of Securities Investment and ALM senior analyst. Prior to this experience, he worked in the Risk Management Department of Eptafund Sgr (now part of Eurizon Capital) in Milan and in Dublin for three years. Matteo graduated from Bocconi University in Finance and Financial Management Services in 1999, he is CFA Charterholder since 2004 and he has also achieved the CIPM, CAIA and FRM designations.
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17:35 |
Opening Remarks
Andrea Terzi, Director, M.A. in Political Economy of Money and Development, Franklin University Switzerland
Andrea Terzi
Director, M.A. in Political Economy of Money and Development, Franklin University Switzerland
Andrea Terzi is Professor of Economics at Franklin University Switzerland and Research Associate at the Levy Economics Institute of Bard College, New York. He also lectures in Monetary Economics at Catholic University, Milan. His research interests include central banking, monetary operations, macro-financial accounts, and the effects of monetary and fiscal policy on private savings and aggregate demand.
He has authored numerous scholarly articles in the fields of macro-monetary economics. Terzi’s co-authored and co-edited 2007 book from Palgrave Macmillan (Euroland and the World Economy) offered an early diagnosis of Europe’s unsustainable path, and his commentary on the Euro crisis and the flaws of conventional monetary economics has been highlighted in the media.
Terzi holds a degree with honors in political economy from Bocconi University and a Ph.D. in economics from Rutgers University, and serves on the editorial boards of the European Journal of Economics and Economic Policies: Intervention and the Journal of Post Keynesian Economics.
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17:40 |
Main Speech
Sergio Focardi, Professor of Finance, Pôle Universitaire Léonard de Vinci, Paris la Defense
Sergio Focardi
Professor of Finance, Pôle Universitaire Léonard de Vinci, Paris la Defense
Born in Genova, Italy, Sergio Focardi holds a degree in Electronic Engineering from the University of Genova and a PhD in Mathematical Finance from the University of Karlsruhe, Germany. Sergio is Professor of Finance at the Finance Group, ESILV EMLV, of the Pole Universitaire De Vinci, Paris. He cofounded the research firm The Intertek Group, Paris and the multidisciplinary reearch center CINEF at the University of Genova. Sergio is a member of the Editorial Board of the Journal of Portfolio Management. He has (co-)authored numerous articles and books. Currently, Sergio's main research interest is developing economic models and economic indicators capable of representing qualitative growth. He is also interested in applying quantum probability to economics and finance theory.
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18:00 |
Panel Discussion
Moderator, Sara Silano, Editorial Manager, Morningstar Italy
Sara Silano
Editorial Manager, Morningstar Italy
Sara Silano has been in Morningstar for 18 years and she is Editorial Manager. Since early 2016, she has been Sustainability Specialist for Morningstar in Italy, in charge of leveraging the research on sustainable investments. She is also Diversity&Equity&Inclusion Champion for the Morningstar Global Editorial team. She has a deep knowledge of asset management industry, mutual funds, ETFs and pension funds. Silano, who joined Morningstar Italy in 2003, graduated in Communication at Torino University. Before joining Morningstar, she worked in Bloomberg. In 2018, she won State Street Press Award.
Joachim Klement, Strategist, Liberum Capital, London
Joachim Klement
Strategist, Liberum Capital, London
Joachim Klement is an investment strategist based in London working at Liberum Capital. Throughout his professional career, Joachim focused on asset allocation, economics, equities and alternative investments. But no matter the focus, he always looked at markets with the lens of a trained physicist who became obsessed with the human side of financial markets.
Joachim studied mathematics and physics at the Swiss Federal Institute of Technology (ETH) in Zurich, Switzerland and graduated with a master’s degree in mathematics. During his time at ETH, Joachim experienced the technology bubble of the late 1990s first hand through his work at internet job exchange board Telejob.
Through this work, he became interested in finance and investments and studied business administration at the Universities of Zurich and Hagen, Germany, graduating with a master’s degree in economics and finance and switching into the financial services industry in time for the run-up to the financial crisis.
During his career in the financial services industry, Joachim worked as investment strategist in a Swiss private bank and as Chief Investment Officer for Wellershoff & Partners, an independent consulting company for family offices and institutional investors as well as Head of Investment Research for Fidante Partners.
Luca Tobagi, CFA, Investment Strategist, Product Director, Invesco, Milan
Luca Tobagi
CFA, Investment Strategist, Product Director, Invesco, Milan
Luca Tobagi is an Investment Strategist and Product Director at Invesco. Based in Milan, in this role, he is responsible for elaborating investment, strategy and market views, for discussing economic and market trends with the local media, and he helps advise and manage multi-asset, multi-management investment products within Invesco Investment Solutions.
Mr. Tobagi joined Invesco in 2016. Prior to joining the firm, he worked for Allianz Global Investors Italy, where he was head of US equities and then worked in the global equity sector team as a senior portfolio manager and a buy side analyst. Then he moved as a senior portfolio manager to Eurizon Capital and then to UBI Pramerica, where he managed global equity portfolios, helped manage multi-asset portfolios within the Asset Allocation research team and helped develop the Financial Communication. Mr. Tobagi has been in the financial industry since 1997 and in asset management since 1998.
Luca Tobagi regularly appears on financial media, such as CNBC, as well as on general media. He has written opinion columns for Italy’s leading newspaper, Corriere della Sera, since 2009 and has had a blog, “Economic choices” (“Scelte economiche”) on its Corriere.it website since 2013.
Mr. Tobagi earned a major, cum laude, in economics from the Bocconi University in Milan. He has been a Chartered Financial Analyst® (CFA) charterholder since 2002.
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18:45 |
Q&A Session
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19:00 |
Closing Remarks
Matteo Riccardi, CFA, CIPM, CAIA, FDP, FRM, Vice President, CFA Society Italy
Matteo Riccardi
CFA, CIPM, CAIA, FDP, FRM, Vice President, CFA Society Italy
Matteo Riccardi is member of the Board of CFA Society Italy since 2011 and Vice-President since 2017. He is Chief Investment Officer for the Italian Insurance Group Bipiemme Vita (part of the French Group Covéa) since 2017. He approached the insurance investment management sector in 2004, joining the Italian Business Unit of Zurich Insurance Group, where he worked for 13 years, serving as Chief Investment Officer for Italy from 2014 to 2017 and, before that, as Head of Securities Investment and ALM senior analyst. Prior to this experience, he worked in the Risk Management Department of Eptafund Sgr (now part of Eurizon Capital) in Milan and in Dublin for three years. Matteo graduated from Bocconi University in Finance and Financial Management Services in 1999, he is CFA Charterholder since 2004 and he has also achieved the CIPM, CAIA and FRM designations.
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