Fabrizio Bergna is head of market and instruments research at Banca Consulia. The bank is specialized in asset management and advisory. Prior to joining Banca Consulia, Fabrizio worked in the fund selection and advisory unit at Banca IPIBI. He holds a degree in Economics and Financial Intermediaries from the Università Cattolica Del Sacro Cuore, Milan.
Head of Market and Instruments Research – Banca Consulia
Fabrizio Bergna
More speakers to be added
Selector Hard Talk “The science and art of fund and fund manager de-selection”
06:30-09:15 09:30-10:30 10:30-11:10 11:20-12:00 12:10-12:50 12:50 13:05-14:10
Breakfast at leisure Conference session 4: Judit Polgár Fund Group Workshop Fund Group Workshop Fund Group Workshop Closing comments Lunch
Friday, 5 November
All timings in CET
06:30-09:00 09:15-10:15 10:15-10:55 11:05-11:45 11:55-12:35 12:35-14:10 14:10-15:10 15:10-15:50 16:00-16:40 16:50-17:30 17:50-18:30 19:15 19:30- 20:15 20:15
Breakfast at leisure Conference session 2: Misha Glenny Fund Group Workshop Fund Group Workshop Fund Group Workshop Table planned lunch Conference session 3: Dr. Hannah Critchlow Fund Group Workshop Fund Group Workshop Fund Group Workshop Citywire Run Transfer to dinner venue Drinks reception Table Planned dinner
Thursday, 4 November
08.30 - 09.00 09.00 - 09.15 09.15 - 9.50 10.00 - 10.35 10.40 - 11.20 11.30 - 12.05 12.15 - 12.50 12.55 - 13.45 13.45
Registration and breakfast Welcome Workshop 1 - Asset Management One International Ltd. Actively Investing in Growth in Japan Anca Vasilov - Head of Equities EMEA Workshop 2 - Edmond de Rothschild Asset Management Flexibility is key at a time central banks consider removing extraordinary monetary accommodation Julien Tisserand - Fund Manager Multi Asset & Overlay Workshop 3 - GAM Investments Luxury brands: timeless brands drive long-term returns Swetha Ramachandran - Investment Manager, GAM Luxury Brands Fund Workshop 4 - Vontobel Asset Management The benefits of Sustainable Spread Optimization Sergey Goncharov - Portfolio Manager/Analyst Workshop 5 - Quaestio Capital Liquidity management: make it smart! Federico Valesi - Head of Credit, CFA Selector Hard Talk The science and art of fund and fund manager de-selection Buffet lunch
29 September 2021
Live streaming times - Click on the workshop to start the session
07:00 - 09:00 09:00 - 10:00 10:05 - 10:45 10.50 - 11.30 11:35 - 12:15 12:15 14:00
Breakfast Conference session 3 Fund Group Workshop Fund Group Workshop Fund Group Workshop Buffet Lunch Event close
Friday, 17 September
08:00 - 09:00 09:00 - 09:10 09:10 - 10:10 10:15 - 10:55 11:00 - 11:40 11:45 - 12:25 12:25 - 13:40 13:45 - 14:45 14:50 - 15:30 15:35 - 16:15 16:20 - 17:00 17:05 - 17:45 19:30 - 20:00 20:00 - 23:00
Registration Welcome session Conference session 1 Fund Group Workshop Fund Group Workshop Fund Group Workshop Lunch Conference Session 2 Fund Group Workshop Fund Group Workshop Fund Group Workshop Fund Group Workshop Drinks reception Dinner
Thursday, 16 September
08:00 - 09:00 09:00 - 09:10 09:10 - 10:10 10:15 - 10:55 11:00 - 11:40 11:45 - 12:25 12:25 - 13:40
Registration Welcome session Conference session 1 Fund Group Workshop Fund Group Workshop Fund Group Workshop Lunch
13:45 - 14:45 14:50 - 15:30 15:35 - 16:15 16:20 - 17:00 17:05 - 17:45 19:30 - 20:00 20:00 - 23:00
Conference Session 2 Fund Group Workshop Fund Group Workshop Fund Group Workshop Fund Group Workshop Drinks reception Dinner
Agenda
Sponsors
We are working closely with our host venue on Covid safe measures as we return to physical events and the in-person engagement that we have all missed. Our Covid protocols will reflect the local requirements at the time of the event and our Delegate Liaison team will be in touch in the weeks before with exact details of what these will be. For more information at this stage please contact the team on delegateliaison@citywire.co.uk
Country Head, Italy Email
Beatrice Mancini
WE’RE BACK IN MILAN – LIVE! Citywire is coming back to Milan and will once again bring leading fund selectors together for an intensive morning of meetings with portfolio managers covering a range of asset classes, on 29 September. As always, the event serves as an excellent opportunity for fund professionals to uncover new opportunities and investment ideas, while also taking the time to discuss their current thinking with their peers. FIRST & FOREMOST, the wellbeing of our guests remains very important to us and with this in mind we will have in place a strong Covid-19 protocol, with procedures and safety measure to safeguard our guests.
Milan Forum 2021
Event Info
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Head of European Research Email
Pietro Cecere
Event info Agenda Speakers Workshops Register
In a career that encompasses the UN, Google, Facebook and SpaceX, as well as political speechwriting, Dex offers a rare insight in to the intersection of politics, technology, leadership and society. Referring to some of the world’s biggest and most influential companies and individuals, he examines important questions of trust, automation, innovation and values. Looking at the positive and negative effects of an increasingly connected world he sees ethical dilemmas, new types of job, competing priorities and a focus on purpose. Dex Hunter-Torricke has worked with some of the world’s highest-profile leaders and organisations, advising them on areas of communication and thought leadership. Amongst others, he has worked as a speechwriter and advisor for Larry Page and Sergei Brin, Mark Zuckerberg, and Elon Musk’s SpaceX. He now serves as Head of Commuinications at The Oversight Board, the independent body established to tackle and steer the responses of Facebook and Instagram to the most challenging content issues of the day. He brings together communication, policy, leadership and technology, looking at how business, government and society can both understand each other, and work together better.
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Delegate registration Lunch Conference session 1: Dex Hunter-Torricke Fund Group Workshop Fund Group Workshop Fund Group Workshop Drinks Reception Dinner
Serena Giordano is senior product specialist (Fund Solutions) for Wealth Management at Deutsche Bank, which she joined in 2003 as Private client advisor. She is actively involved in selecting and developing solutions for wealth management clients, with an Open Architecture approach. She holds a degree in Business Administration at the University of Pisa.
Director Product Specialist, Deutsche Bank
Serena Giordano
Francesco Margonari advises high-net-worth individuals and institutional clients. He also conducts economic analysis to forecast long-term views on strategic asset classes, and defines and challenges the optimal strategic asset allocation established by the investment committee. In addition, he is responsible for the due diligence and selection process of third-party funds
Senior Director, Investment Advisory Desk – Mediobanca SGR
Francesco Margonari
After graduating at Statale University of Milano in 1995 with a Degree in Scienze Politiche, Mr. Rescalli developed his career into Mediolanum Group starting to work as financial analyst assistant at Mediolanum Gestione Fondi Sgr and then, from 1996 to 1997 as insurance back office accountant at Mediolanum Vita, in the meantime and soon afterwards he worked for mutual fund Performance Control and Measurement office until 1999. From 1999 to 2003 he worked as portfolio manager for the insurance company Mediolanum Vita: during this four years he managed index and unit linked portfolios, mutual pension funds and insurance segregated funds both from the trading and the asset liabilities management side. Following that experience Mr. Rescalli joined back the asset management company and was in charge of Mediolanum Gestione Fondi Sgr structuring desk working, other than on index linked issues, also on the implementation of formula funds, special purpose vehicle and mutual fund derivatives overlay operations. In December 2009 he joined the Marketing Division of Banca Mediolanum where he was Head of Financial Product Technical Development. From 2011 until now Mr Rescalli is Head of Structuring at Finance Division of Banca Mediolanum depending directly from the group CFO with a wide range of tasks. Over the past two years he undertook an Executive Master in Business and Banking Administration at Bocconi University.
Head of Fund Selection & Allocation - Wealth Management Department, Banca Mediolanum
Andrea Rescalli
Mario is responsible for multi-manager funds within Kairos’ multi-asset practice. He joined Kairos as a junior analyst with global coverage of hedge funds and liquid alternatives. As a senior analyst he subsequently led the research effort on Europe, Middle East and Russia, as well as the expansion into illiquid and closed-end strategies. More recently, as a Senior Portfolio Manager, he assumed responsibility for all of Kairos’ discretionary funds and mandates in the multi-asset space. Mario has a 15-year experience in the industry. He graduated (summa cum laude) in Economics.
Senior Portfolio Manager, Kairos SGR
Mario Unali
Claudio Casadei heads a wealth management team covering various investment strategies at Optima SIM, coordinating a team of five. His first experience was in London, in the risk management field. After that, he has joined Ras Asset Management (which is now known as Allianz Global Investors) as a manager of multimanager funds. In 2007, he joined Credit Agricole Asset Management as head of Multi Asset and Multimanager, and then Amundi Italia as deputy CIO in the asset management team. Before becoming part of the BPER group in 2019, he also worked as a senior multi-asset portfolio manager at Anima.
Head of Balanced, Flexible and Equity portfolios - Optima SIM (BPER Group)
Claudio Casadei
Catch Up
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aberdeen standard investments 00:00 - 00:00
Speaker: Ms Vasilov is Head of Equities EMEA at Asset Management One International. Anca has extensive experience in Japanese and Global Equities, spanning portfolio implementation, transition management as well as product management and client communication. She previously worked at UBS (in London and Tokyo) as well as at the EBRD in London. Ms. Vasilov holds a BSc from Hitotsubashi University (Tokyo) and an MSc from the London School of Economics and Political Science. Anca is a CFA charter holder. Representative:
Danilo Verdecanna Director EMEA, Business Development
Job title Email
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Head of Equities EMEA
Anca Vasilov
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Japanese equities have lagged global markets in recent months. Could the market be poised for acceleration, and how can investor position themselves to benefit? In their presentation, Asset Management One International will address the outlook for Japan and advocate for active exposure to small-mid cap growth stocks in particular. Despite well documented challenges, Japan continues to offer global investors exposure to companies with excellent growth potential in selected fields. Japan-specific themes such as changes in working styles and responding to ageing demographics and a new digitalisation push combine with global themes such as decarbonisation to offer investors potential avenues for investment and growth. Workshop objective: Provide the investors with a crucial insight into the opportunities and challenges offered by Japanese economy associated with an investment idea.
Actively Investing in Growth in Japan
Asset Management One International Ltd. 00:00 - 00:00
Workshop details coming soon
Speaker: Julien joined Edmond de Rothschild AM in January 2020. Previously, he worked as a global fixed income fund manager at JP Morgan Asset Management in London. He started his career in 2010 as a fixed income analyst at Schroder IM in London before moving to JP Morgan AM in 2013 as a quantitative macro researcher. Julien is a Chartered Financial Analyst and is a graduate of EIGSI as well as a Masters in Financial Engineering from the ESSEC business school. Representatives:
Elena Bossola Head of Third Distribution Email Fabrizio Gualco Head of Sales Email
Fund Manager Multi Asset & Overlay
Julien Tisserand
As most developed market central banks start to consider removing extraordinary monetary accommodation, volatility is likely to rise in the future. Therefore investors need to take a more selective and flexible approach to investing in the fixed income universe. Edmond de Rothschild Fund Bond Allocation is an appropriate solution to meet these new market challenges. The fund takes an active approach to managing duration within a [-2 to +8yr] bracket, a big plus at a time of fast moving interest rate markets. The fund also strives for selecting the most attractive sectors in the fixed income space in order to maximise returns over risk, trough time. Workshop objective: The objective of this workshop is to present the best approach to invest in the bond markets and capture their opportunities in the current environment.
Flexibility is key at a time central banks consider removing extraordinary monetary accommodation
Edmond de Rothschild Asset Management 00:00 - 00:00
Speaker: Swetha Ramachandran is an Investment Manager at GAM, responsible for managing GAM’s luxury brands equity strategy and for research across the global consumer sector – staples and discretionary. She has over 20 years of investment experience across Asian and European markets. Prior to joining GAM, she was a vice president in the Growth Equities asset management arm of Alliance Bernstein, and before that, an analyst at Credit Suisse and Vigeo. She began her career as an Asian equity analyst at Goldman Sachs in Singapore. Representatives:
Massimo Sabatini Head of Wholesale & Institutional Italy Mob: +39 348 6914490 Email Marina Boccadifuoco Senior Sales - Wholesale & Institutional Italy Mob +39 342 5328703 Email
Investment Manager, GAM Luxury Brands Fund
Swetha Ramachandran
The luxury sector has delivered substantial shareholder value in recent years, achieving multi-year compounded returns that have exceeded global GDP and the broader global and emerging market (EM) equities universe. We expect this to continue in the long-term as the fundamentals of the sector are well underpinned, thanks to its exposure to the powerful structural thematic of growing emerging middle-class consumption. The nature of the luxury consumer is changing rapidly - being typically Asian, younger and more online-savvy than previously - and we believe the lasting consumer changes from Covid-19 (more focus on e-commerce and trusted brands) will drive sustained growth for the next decade to come. Moreover, sustainability is at the heart of luxury with its ethos of “buy less, buy better”, validating the sector’s credentials in the eyes of millennial and Gen Z consumers. The accelerating sector polarisation between winners and losers favours bottom-up active investing. Workshop objective: We will discuss the luxury sector as an attractive, secular investment theme given its exposure to emerging market growth at a developed market cost of capital.
Luxury brands: timeless brands drive long-term returns
GAM Investments
Speaker: Federico Valesi is Head of Credit and he is responsible of Quaestio Short Term Fixed Income Strategies. Before joining Quaestio in 2016, he spent 10 years investment career in two different organizations. As Portfolio Manager and Trader at Inter Fund Management SA (Ikea Family Office) and before as Portfolio Manager and analyst at Treetop Asset Management SA. Federico holds a Degree in Economics from Università degli Studi di Pavia. He is CFA charterholder. Representatives:
Giovanni Legnani Institutional Sales Email Nicolò Fiorese Institutional Sales Email
Head of Credit, CFA Email
Federico Valesi
Quaestio Global Enhanced Cash invests in a diversified portfolio of short-term bonds and sovereign bonds. The bonds are predominantly issued in Euro. Workshop objective: Quaestio Global Enhanced Cash aims to protect capital generating stable returns with a moderate credit risk, limited duration risk and minimizing draw-downs. The target return of the fund is JPM 3m+100 bps gross of fees over a medium term horizon.
Liquidity management: make it smart!
Quaestio Capital 00:00 - 00:00
Speaker: Sergey Goncharov joined Vontobel Asset Management in July 2016 and is Portfolio Manager/Analyst in the Emerging Markets Bonds team, with main responsibility in global emerging market credit. Previously, he worked at the National Bank Trust and was Senior Credit Analyst at Sberbank CIB in Moscow and was responsible for credit analysis of Russian and Commonwealth of Independent States (CIS) bond issuers in various sectors, including telecommunications, chemicals and transport. Sergey holds a BSc in Mathematics from MGU and an MSc in Economics from the New Economic School in Moscow Representatives:
Dario Carfizzi Executive Director - Head of intermediary Sales phone +393349425819 Email Chiara Mazzuoccolo Director - Senior Sales & Relationship Manager phone +393386978437 Email Cosimo Bigazzi Relationship Manager phone +393440129709 Email
Portfolio Manager/Analyst
Sergey Goncharov
Fed up of low developed market yields and tight spreads? You’d love to be able to access the higher growth and higher spreads in EM debt, but have a sustainability constraint? Feel frustrated no longer! We’re delighted to present the latest article 8 compliant strategy in our EM debt roster, the “Sustainable Emerging Markets debt” fund. PM Sergey Goncharov will explain how, as with our flagship EMD fund, we optimize the spread from this already generous asset class. And by adding our proprietary “sustainable waterfall”, are able to offer “sustainable spread optimization” to yield and income hungry Italian investors. We look forward to discussing this opportunity with you! Workshop objective: The compact and agile investment team of experienced emerging market specialists uses a proprietary sustainability model to define the investment universe. The team focuses on optimizing the level of spread for a given level of risk. Based on in-depth research and using a proprietary valuation model, the portfolio managers continuously compare the levels of remuneration potential available across issuer qualities, countries, interest rates, currencies and maturities within the investment universe to identify the most rewarding opportunities, which may be contrarian to mainstream views. To seize them, the team flexibly adapts the portfolio while keeping credit, interest rate and currency risks in check.
The benefits of Sustainable Spread Optimization
Vontobel Asset Management00:00 - 00:00
Japan factsheet
Thought Leadership
Insight
Asset Management One International
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Edmond de Rothschild Asset Management
Vontobel Asset Management
Liquidity management: make it smart
Quaestio Capital
The science and art of fund and fund manager de-selection
Selector hard talk
Welcome
Milan forum 2021
