September, 15 – Milan, Excelsior Hotel Gallia
The Italy Private Wealth Forum is the region’s leading conference for family offices, high net worth wealth managers, and private banks from throughout the region and one of the flagship meetings of our global private wealth series. This event is completely closed-door and invitation-only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
7:30 Registration and Welcome Coffee
8:30 Breakfast Workshop: How to provide investors access and options for diversification with top-tier Private Equity funds?
9:00 Host’s Welcome Remarks
- Vanessa Orlarey, Program Manager & Investor Relations, Markets Group
9:05 Panel Discussion: Asset Allocation and Macro-Economic Outlook for the Next 12 Months
Moderator:
- Davide Tosetti, Managing Director, Tosetti Value
Panelists:
- Alessandro Viviani, Head of Investment Advisory, Symphonia
- Giorgio Castiglioni, Chief Investment Officer, Banca Passadore
- Rocco Probo, Financial Analyst, Consultique SCF
09:40 Panel Discussion: Opportunities in Equities – Navigating a Dynamic Market
Moderator:
- Marco Bernardeschi, Head of Investment Advisory, Banca Ifigest
Panelists:
- Roberto Salerno, Head of Capital Markets – Italy, Deutsche Bank
- Filippo Stefanini, Head of Selection of Third-Party Funds, Eurizon Capital
- Riccardo Ambrosetti, Chairman and Founder, Ambrosetti
- Speaker, Managing Director, Global X
- Speaker, Managing Director, Asset Management One
10:15 Morning Coffee & Networking Break
10:45 Panel Discussion: Credit and Fixed Income – Reassessing the Asset Class in Uncertain Times
- Paolo Guida, Head of Research for Private Investors, Intesa Sanpaolo
- Roberta Rudelli, Head of Fund Selection, UniCredit
11:20 Panel Discussion: Alternatives & Private Markets: Risk, Return and Role in Portfolios
Moderator:
- Enrico Ascari, Managing Partner, Quantyx Advisors
Panelists:
- Marco Cerasino, Head of Alternative Investments, UniCredit
- Andrea Perlini, Investment Manager, Fideuram
- Sergio Trezzi, Managing Director, Nuveen
- Speaker, Managing Director, Conversus
11:55 Breakout Educational Peer-to-Peer Discussions – Session One
Table 1 – Clean Impact Infrastructure: from public market to private market.
Hosted by: Giampaolo Giannelli, VP, Global Client Group, Nuveen
Table 2 – How to diversify a modern portfolio with private markets investments?
Hosted by: Fidelity International
Table 3 – Artificial Intelligence
Table 4 – Smart ESG and thematic investing: reinforcing each other
12:25 Breakout Educational Peer-to-Peer Discussions – Session Two
Table 1 – Responsible Investment: Daring to Address the Difficult Issues and let’s think Outside the Box
Table 2 – Equities
Table 3 – Asset Allocation
Table 4 – Sustainable Investment. Renewable Energy Opportunities
12:55 Networking Luncheon
13:55 Panel Discussion: Evaluating Real Assets, Infrastructure and Real Estate Investment Strategies
Panelists:
- Massimo Maurelli, Chief Investment Officer, SPAFID Family Office
- Luca Rancilio, Co-Founder, Rancilio Cube Family Office
- Speaker, Managing Director, Driftwood
14:30 Panel Discussion: ESG and Sustainable Investing – Evolutions, Opportunities and Work to be Done
Panelists:
- Adele Mantegazza, Analyst & Fund Selector – ESG Specialist, Banca Patrimoni Sella
- Andrea Binelli, Head of Private Banking, Crédit Agricole Italia
- Alessandro Greppi, Unit Linked & Pension Funds Portfolio Manager, Zurich Insurance
15:05 Afternoon Coffee & Networking Break
15:25: Keynote Fireside Chat
Presenter:
- Theo Delia-Russell, Deputy Head Private Banking Division and Management Committee, Mediobanca
15:45 Panel Discussion: Asset Allocation— The Family Office Views
Moderator:
- Marco Busetto, Head of Investment Managers – International Private Bank, Deutsche Bank
Panelists:
- Emanuela Musci, Founder, S&O Multi Family Office
- Elena Giordano, Partner, Investment Advisory, Alvarium
- Sonia Dehò, Founder & CEO, SVD Consulting
16.20 Host’s Closing Remarks
- Vanessa Orlarey, Program Manager & Investor Relations, Markets Group
16:25 Networking Cocktail
17:30 Close of Conference
