2019 CFASI Forecast Dinner Milan

  • Tuesday 19 February 2019
  • 18:30 - 21:00
  • Rosa Grand
  • Piazza Fontana, 3
  • 20122 - Milan
  • Eligible for 2 credits

Global Outlook & Markets View 2019.

We will meet for our traditional event to discuss the macroeconomic scenarios and the possible outcome on Financial Markets for the year just begun.

18:00 Registration
18:30 Welcome speech Giancarlo Sandrin, President - CFA Society Italy

Giancarlo Sandrin

President - CFA Society Italy

Giancarlo Sandrin is President of CFA Society Italy since 2016 and he is responsible for LGIM’s Italian Wholesale & Retail market. He joined LGIM in 2018 from BlackRock where he held the title of Head of Asset Manager Clients for iShares Italy and was responsible for developing the ETF business among the Italian wholesale market. Prior to that, he was part of HSBC investments covering the Italian wholesale market. Giancarlo graduated from Bocconi University in Economics and he is a CFA Charterholder.

18:45 Alternative Alpha: Unlocking Hidden Value in the Everyday Benjamin Quinlan, CEO & Managing Partner - Quinlan & Associates

Benjamin Quinlan

CEO & Managing Partner - Quinlan & Associates

Benjamin Quinlan is the CEO and Managing Partner of Quinlan & Associates. He also sits on the Board of Directors at the FinTech Association of Hong Kong (FTAHK), is an official Mentor for PingAn’s FinTech Accelerator, is a Guest Contributor for eFinancialCareers and Regulation Asia, and was named as one of Lattice 80’s top 50 FinTech influencers in Hong Kong in 2018. Benjamin has an extensive track record advising many of the world’s leading multinational companies, financial services organisations, SMEs and start-ups on a variety of high-profile strategic engagements. He is quoted extensively in the global financial press and is frequently interviewed by leading media outlets, including Bloomberg, Reuters and CNBC. He is also a regular keynote speaker at leading financial services industry conferences across the world. Prior to founding Quinlan & Associates, Benjamin was the Head of Strategy for Deutsche Bank AG’s Equities business in Asia Pacific and its Investment Bank in Greater China, and sat on a number of the bank’s global and regional executive committees. He was also the global strategy lead for several of Deutsche Bank’s landmark projects executed out of London and New York. Prior to Deutsche Bank, Benjamin worked as a Management Consultant at Oliver Wyman, a leading international strategy consulting firm. As part of the firm’s Corporate & Institutional Banking practice, Benjamin advised a variety of global and regional financial institutions on a range of strategic matters. He was also actively involved in the firm’s thought leadership publications and was widely regarded as one of Oliver Wyman’s global subject matter experts in investment banking and capital markets strategy. Before joining Oliver Wyman, Benjamin worked at UBS AG in the bank’s Asia Pacific Client Coverage and Group Strategy departments, reporting into the regional President and CEO. He began his career in M&A and Capital Markets Advisory at PricewaterhouseCoopers (PwC) in Sydney. Benjamin holds a Bachelor of Commerce / Bachelor of Laws (Honours) and a First Class Honours Degree in Economics (on scholarship) from Macquarie University, Sydney.

19:00 Roundtable Moderator, Gianluca Baldini, Editor - Citywire Italia magazine & Citywire.it

Gianluca Baldini

Editor - Citywire Italia magazine & Citywire.it

Graduated in Communication and Journalism in 2004 at the Cattolica University, he deepened his training with a master's degree in Journalism, achieved in 2008. Later he collaborated, holding different positions, with Adnkronos, Il Sole 24 Ore, Class Editori, Casa editrice Universo, Libero, Il Cittadino di Monza e Brianza, Il Giornale, L'Espresso, La Verità and Bluerating. With a long-time experience in the fields of finance and asset management, he has always been passionate about everything related to finance and the economy. He has lived in the United States and in Portugal. Since March 2017 he is the new editor of Citywire Italia, an independent editorial group founded in 1999 in Great Britain. In Citywire he manages the editorial staff in the creation of all editorial content, both online and on company magazines. He currently lives in Milan.

Dennis Montagna, Senior Portfolio Manager - Credit Suisse Asset Management

Dennis Montagna

Senior Portfolio Manager - Credit Suisse Asset Management

Dennis Marco Montagna: CFA, is Equity Portfolio Manager for Credit Suisse Asset Management Italy and member of the local Investment Committee. Montagna graduated in Engineering at Politecnico di Milano and started his career as bond portfolio manager (1998-2002) then he focused on equity - Italian securities market (2002-2007) with direct responsibility on specific products. From 2007 to 2013 he managed global equity funds, in particular for North American markets and for pension funds selection. From 2014 to 2016 he has been Equity Portfolio Manager for property desk at Banca IMI. From 2016 he is responsible as fund manager for CS (Lux) Italy Equity Fund and Equity mandates for institutional clients. Montagna joined Credit Suisse Asset Management in June 2016; he is contract Professor at Università degli Studi di Pavia since 2012, teaching Models and Methods for Financial Engineering at the Faculty of Economics, Finance Department. He is CFA chartholder since 2004 and member of CFA Italy society.

Giancarlo Fragomeno, Senior Consultant - Valeur Asset Management

Giancarlo Fragomeno

Senior Consultant - Valeur Asset Management

Giancarlo joined Valeur Asset Manager in January 2018 after 9 years of investment banking in Paris and London. He started his professional career in Project Finance on the Oil & Gas team in BNP Paribas in Paris and in 2009 he moved to London and joined Commerzbank AG, where for 8 years he was involved in structuring and distributing investment solutions and strategies based on different asset classes, ranging from equity derivatives to commodities and credit. Since 2015 Giancarlo developed ethical/sustainable investment strategies often based on ESG analysis. In 2016 he became the head of the Private Bank Sales Southern Europe team, and at the end of 2017 he decided to leave Commerzbank to join Valeur Asset Management to develop and launch their first sustainable fund, Hearth Ethical Fund, a balanced UCITS V fund investing in developed countries. Giancarlo graduated from Ca Foscari University in Venice with a master degree in Business Administration and from the Ecole Superieure de Commerce de Paris with specialization in Finance. He lives and works in London.

Martyn Hole, Equity Investment Director - Capital Group

Martyn Hole

Equity Investment Director - Capital Group

Martyn Hole is an equity investment director at Capital Group. He has 37 years of investment industry experience and has been with Capital Group for 16 years. Prior to joining Capital, he worked at J.P. Morgan Asset Management. He holds a master’s degree in natural and engineering science with honours from the University of Cambridge. He also holds the Chartered Financial Analyst® designation. Martyn is based in London.

Peter Botoucharov, Vice President - T. Rowe Price

Peter Botoucharov

Vice President - T. Rowe Price

Peter Botoucharov is a vice president of T. Rowe Price Group, Inc. and T. Rowe Price International Ltd. Mr. Botoucharov is senior analyst for sovereign emerging markets in the Fixed Income Division at T. Rowe Price. He works closely with the dedicated Emerging Markets, the Global Fixed Income and the International Equity investment strategies, and manages an analyst portfolio. Mr. Botoucharov has 22 years of investment experience. Prior to joining the firm in 2012, he was director of Europe, Middle East and Africa (EMEA) macroeconomic research and strategy at Standard Bank in London. Mr. Botoucharov was an Assistant to Executive Director at the Executive Board of the International Monetary Fund in Washington, D.C. and senior economist at the Bulgarian National Bank in Sofia, Bulgaria. He also held positions with Deutsche Bank and Commerzbank Securities in London. Mr. Botoucharov earned a B.A. in economics from the University of Sofia, Bulgaria, and an M.A. in economics from CORIPE Piemonte, University of Turin, Italy. He is a Ph.D. candidate from George Mason University, USA.

20:00 Standing Dinner & Networking

Registrations are closed.