Italia Virtual - Registration

Welcome to Citywire Italia Virtual investment ideas 2021, our brand new virtual forum for Italian investors. The past 12 months have been challenging, to say the least, and Covid 19 abruptly disrupted not just our daily routines and living arrangements, but entire sectors and industries, in ways that were unthinkable a year ago. In a truly changing and even more challenging environment where the depth and duration of the global COVID-19 pandemic remains uncertain, which are the sectors, asset classes and strategies in which fund managers are finding value and, above all, what are their best investment ideas for 2021? At a time where information is abundantly available, but of varying quality, this new event is the ideal place to hear first-hand these insights from leading fund managers and ask them questions. Once again to top this off, we are proud to host a new bespoke virtual fund selector session: Selector ONE to ONE, hosting leading fund selection teams to discuss the burning issues affecting fund investment professionals the most and share precious first-hand experiences, tips and knowledge. Over the years the investing landscape has been vastly transformed increasing the challenge of building diversified and uncorrelated portfolios within a risk-budget, whilst pursuing performance for multi-manager and multi-asset portfolios. It is not just about markets....the relentless flow of new products and strategies such as Smart Beta, Alt Ucits, Quant funds, Thematics, ETFs, ESG & SRI, etc on top of more traditional asset classes and strategies have all added to the challenge and, today, there are probably more active and passive funds than individual stocks and bonds. With this in mind, we’ve picked up the challenge creating a brand new tailor-made session, hosting on stage Eurizon's Multimanager team. We’ll all be physically back in the future for sure. But in the unprecedented environment we find ourselves in, for 2021, we’re seizing the opportunities that virtual working has created to bring you a truly pioneering event.

Introduction

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speakers

Join us at

Italia Virtual - Investment ideas for 2021 23 February Virtual Event

agenda

Workshops & Outlook for 2021

#cITYWIREvirtual #CWitaliavirtual

Sponsors

mangers q&A

Meet the managers

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Beatrice Mancini

Country Head, Italy

Pietro Cecere

Head of European Research

OUTLOOK & CONVICTIONS

event info AGENDA speakers REGISTER

Agenda

23 February

Day one

All timings in CET

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Main platform – keynote session: speaker name

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Panel Session

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10:45 11:25

09:55 10:35

09:05 09:45

09:00 09:05

Intro from chair

Fund Group Workshop Edmond De Rothschild Asset Management Why favour a flexible bond approach in the current market environement? Nicolas Leprince Lead portfolio manager of EdRF Bond Allocation Julien Tisserand Co-Manager of EdRF Bond Allocation

Fund Group Workshop Ninety One Environmental investing to fight Climate Change Deirdre Cooper Co-Head of Thematic Equity and Co-Portfolio Manager

Fund Group Workshop Vontobel Emerging Markets Bonds – Driven by the power of sustainability Thierry Larose Senior Portfolio Manager Sustainable Emerging Markets Local Currency Bond

11:35 12:15

Fund Group Workshop GAM Investments European Equities: Earning Alpha & Controlling Risk in an ESG World Niall Gallagher Portfolio Manager & Investment Director

12:25 13:25

Panel session + closing remarks Fund Selector Session We are proud to host a new bespoke virtual fund selector panel session in which a line-up of senior figures from the community boasting a mass of experience in fund and manager selection will be drilling down on crucial aspects at this historic time, offering our ‘virtual guests’ plenty of practical and real-life examples and ideas to tackle this unprecedented moment tinged by the Covid 19 fluctuations, impacting the everyday life and your portfolios too.

Outlook for 2021

OUTLOOK & CONVICTIONS

Emerging market local currency bonds are rising from the ashes

Ninety One Global Environment Fund

EUROPEAN EQUITY OUTLOOK

Agenda

Speakers

Head of Hedge Funds & Manager Selection

Filippo Stefanini

Senior Portfolio Manager

Silvia Tenconi

Hedge Funds & Manager Selection

Gaia Resnati

Senior Portfolio Manager

Fabio Mori

Over the years the investing landscape has been vastly transformed increasing the challenge of building diversified and uncorrelated portfolios within a risk-budget, whilst pursuing performance for multi-manager and multi-asset portfolios. It is not just about markets... the relentless flow of new products and strategies such as Smart Beta, Alt Ucits, Quant funds, Thematics, ETFs, ESG & SRI, etc on top of more traditional asset classes and strategies have all added to the challenge and, today, there are probably more active and passive funds than individual stocks and bonds. With this in mind, we’ve picked up the challenge creating a brand new tailor-made session, hosting on stage Eurizon's Multimanager team, including: Filippo Stefanini, Head of Hedge Funds & Manager Selection, Silvia Tenconi, Senior Portfolio Manager, Gaia Resnati, Hedge Funds & Manager Selection and Fabio Mori, Senior Portfolio Manager. These senior figures will offer first-hand insights on aspects covering asset allocation and fund selection, risk control, portfolio diversification and portfolio monitoring, putting these into perspective for a practical take on the challenge of building and running multi asset and multi-manager investment portfolios in today’s difficult markets. The aim of this new ground-breaking session is to share best practice, tips and key lessons to take back to the office and put into practice.

How to build and run performance-seeking multi-manager and multi-asset portfolios, in today’s difficult markets

Selector ONE to ONE: Eurizon's Multimanager team

event info AGENDA speakers REGISTER

event info SPEAKERS AGENDA Managers q&a REGISTER

Investment Specialist

Charles Brooks

Workshops

Agenda

Title

Speaker Name

event info SPEAKERS AGENDA Managers q&a REGISTER

Investment Specialist

Charles Brooks

Workshops

Managers Q&A

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Workshops & Outlook for 2021