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What Alternatives to Negative Rates?

When
  • Thursday 19 March 2020
  • 17:00 - 20:00
Where
  • Palazzo Montemartini
  • Largo G. Montemartini
  • 00185 - Rome
Credits
  • Eligible for 1.5 credits

DUE TO THE ORDER OF THE MINISTRY OF HEALTH THIS EVENT HAS BEEN CANCELLED. THE NEW DATE WILL BE AVAILABLE AS SOON AS POSSIBLE. PLEASE CHECK THE FUTURE EVENTS MENU ON OUR WEBSITE IN THE FORTHCOMING WEEKS.

In a market environment where no safe assets may guarantee any positive yield, institutional clients face a great challenge in managing their asset in order to match their future liabilities.

During this conference we will discuss how long this environment will exist and which opportunities institutionals may use to diversify the yield of their portfolio.

Agenda
17:00 Registration
17:30 Welcome Remarks
17:35 Investing in Real Economy, a Solution to Negative Interest Rates in Europe Tommaso Sanzin, Managing Director, Alternative and Cross-Asset Investment Solutions, UBP

Tommaso Sanzin

Managing Director, Alternative and Cross-Asset Investment Solutions, UBP

Tommaso Sanzin is a managing director within Union Bancaire Privée (UBP) asset management division. He joined in 2014 to source and develop alternative and institutional investment solutions, with a focus on systematic, volatility and alternative yield strategies. Before joining UBP, he was partner, risk manager and head of quantitative research at Hermes BPK, the alternative investment boutique founded in partnership with Hermes Investment Management and seeded by the British Telecom Pension Scheme, the largest corporate pension scheme in the UK. Prior to that, Tommaso headed the quantitative research and risk analysis team at Pioneer Alternative Investments, Unicredit fund of hedge fund business. Tommaso holds a degree (magna cum laude) in Finance from Bocconi University in Milan and is a CAIA designee.

18:05 Macroeconomic Outlook and Perspectives on Bond Markets Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree

Kevin Flanagan

Head of Fixed Income Strategy, WisdomTree

As part of WisdomTree’s Investment Strategy group, Kevin serves as Head of Fixed Income Strategy. In this role, he contributes to the asset allocation team, writes fixed income-related content and travels with the sales team, conducting client-facing meetings and providing expertise on WisdomTree’s existing and future bond strategies. In addition, Kevin works closely with the fixed income team. Prior to joining WisdomTree, Kevin spent 30 years at Morgan Stanley, where he was most recently a Managing Director. He was responsible for tactical and strategic recommendations and created asset allocation models for fixed income securities. He was a contributor to the Morgan Stanley Wealth Management Global Investment Committee, primary author of Morgan Stanley Wealth Management’s monthly and weekly fixed income publications, and collaborated with the firm’s Research and Consulting Group Divisions to build ETF and fund manager asset allocation models. Kevin has an MBA from Pace University’s Lubin Graduate School of Business, and a B.S in Finance from Fairfield University.

18:35 Round Table - Facing Liabilities without Risk Free Assets

Additional speaker to be confirmed

Moderator, Stefania Luzi, Head of Economics & Finance, Mefop

Stefania Luzi

Head of Economics & Finance, Mefop

Stefania Luzi is head of Economics and Finance area in Mefop, the company, owned by The Ministry of Economy and Finance (MEF) and over ninety pension funds, whose institutional mission is the development of welfare sector. She supports general manager and is responsible for financial training courses and networking with industry professionals. She graduated in Statistical and Economic Sciences at the University La Sapienza (Rome).

Cornelio Marco Mereghetti, CIO, fondazione ENPAIA

Cornelio Marco Mereghetti

CIO, fondazione ENPAIA

Cornelio Marco Mereghetti is CIO of Fondazione ENPAIA from september 2019. After spending over fiftheen years working in asset management industry, Cornelio focused his recent activities in investor relations management working for 3 years as senior investor relator for an italian company listed in Milan stock exchange and afterwards 3 years as executive investor relations & fund raising manager for an international UK fund specialized in renewable energy.Cornelio holds a MBA in business communications from the Università Cattolica in Milan.

Orazio Di Miscia, Head of Asset Allocation & Portfolio Management of Liquid Asset Classes, Poste Vita

Orazio Di Miscia

Head of Asset Allocation & Portfolio Management of Liquid Asset Classes, Poste Vita

Orazio Di Miscia is the Head of Asset Allocation and Portfolio Management of Liquid Asset Classes at Poste Vita. Before joining Poste Vita, Di Miscia's previous roles include head of portfolio strategy at Axa-Mps, head of financial engineering at Banca Intesa, and analyst at Meliorbanca, Banca Commerciale Italiana, and Epta Group.

19:10 Closing Remarks
19:15 Cocktail

Please notice that agenda may be subject to change.