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Board & Committees

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Board of Directors

president

Giancarlo Sandrin, CFA

iShares/BlackRock

vice presidents

Luca Pellini, CFA

Banca IMI

Matteo Riccardi, CFA, CIPM

Bipiemme Vita SpA

secretary

Giuseppe Patara, CFA

Credit Suisse Asset Management

treasurer

Giuliano Palumbo, CFA

Euromobiliare Asset Management SGR

directors

Daniele Cappellini, CFA

Bnl-Gruppo Bnp Paribas

Matteo Cassiani, CFA, CIPM

Intesa Sanpaolo

Andrea Dal Santo, CFA

Consulting Director of Research - Banca d'Italia - New York.

Anna Gamba, CFA

Olympia Wealth Management

Matteo Lombardo, CFA

Independent Financial Advisor

Fabrizio Petrineschi, CFA

Gefim SpA, Zambon Group

Giuseppe Quartodipalo, CFA

Credit Suisse Asset Management

Monica Romanin, CFA

Ernst & Young Financial-Business Advisors

Strategic committees

Advocacy

The Advocacy Committee speaks up about ethics, trust, and professional standards; supports fair and transparent financial markets and practices; and protects the interests of investors. We support societies, leaders, and other volunteers in communicating with members about advocacy initiatives, policy positions, and the Future of Finance. The Advocacy Committee reaches out to local industry groups, policymakers, media, and investors.

chair: Matteo Lombardo, CFA

Programming

The Programming Committee helps members enhance their investment knowledge, professional practices, career development, and professional networks. The committee plans and executes approximately one to two events per month that provide opportunities for networking, professional education, career development, and/or technical training with the aim of achieving the recommended 20 continuing education credits every year. Committee members recruit thought leaders and prominent practitioners as speakers, and create and deliver events of interest to members.

chair: Matteo Riccardi, CFA

Communication

The Communication Committee enhances awareness of CFA Institute and CFA Society Italy among members, employers, regulators, and Italian financial professionals. The committee works to increase awareness of CFA Society Italy benefits and initiatives among our members, and coordinates the different communication channels (including PR agency).

chair: Giancarlo Sandrin, CFA

Membership

The Membership Committee focuses on member recruitment, engagement, and retention, and evaluates the overall member experience. The committee develops and implements strategies to recruit, engage, and retain members.

chair: Luca Pellini, CFA

Education

The Education Committee maintains communication among universities, students, and the investment community. It facilitates learning opportunities for CFA® candidates and university finance students in Italy. Its volunteers make presentations about the CFA® Program to local universities, oversee CFA candidate information briefings and mock exams and the scholarship programs, and manage the CFA Institute Research Challenge for CFA Society Italy. This committee also makes itself available to current and potential members with questions regarding education as they pertain to CFA Institute and the CFA® charterholder designation.

chair: Giuseppe Quartodipalo, CFA

Governance and Strategy

The Governance and Strategy Committee works to ensure that the board of directors fulfils its legal, ethical, and functional responsibilities through adequate governance policy development, recruitment strategies, training programs, monitoring of board activities, and evaluation of board members' performance according to the Strategic Objectives.

chair: Matteo Cassiani, CFA

Rome Committee

The Rome Committee maintains communication with stakeholders based in Rome and supervises the organization of events. It addresses the needs of local CFA charterholders to the CFA Society Italy Board, and proposes events and initiatives in Rome to the board.

chair: Daniele Cappellini, CFA

Tactical committees

FMC

The FMC Committee is responsible for delivering the annual FMC, and maintaining the relationship with the university involved in the FMC (in liaison with the Education Committee) and the FMC sponsor (in liaison with the Industry Relations Committee). The final objective of the committee is to create a multinational FMC competition.

chair: Andrea dal Santo, CFA

ESG

The ESG Committee presents the CFA Society Italy and CFA Institute view on ESG themes, promoting the adoption of ESG metrics for investments among the financial community

chair: Anna Gamba, CFA