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CFA Society Italy Forecast Dinner 2026 | Milan

When
  • Wednesday 11 February 2026
  • 18:20 - 21:30
Where
  • Hotel Principe di Savoia
  • Piazza della Repubblica, 17
  • 20124 - Milan
Credits
  • Eligible for 1.5 credits

IMPORTANT NOTICE: Participation to this event is subject to approval. Priority will be given to CFA Society Italy Members and to the sponsors' guests. Please make sure that your request has been correctly submitted by checking if you have received an email indicating that it will be processed.

Global Outlook & Markets View 2026

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

FOR PRESS ACCREDITATION PLEASE CONTACT INFO@CFASI.IT

Agenda
18:00 Registration
18:20 Welcome Remarks by CFA Society Italy Giuliano Palumbo, CFA - President - CFA Society Italy

Giuliano Palumbo

CFA - President - CFA Society Italy

Giuliano Palumbo is President of CFA Society Italy and he is responsible for the global fixed income strategies at Euromobiliare Asset Management. With over fifteen years of portfolio management experience, he previously worked in Arca SGR as Head of emerging markets desk. Prior to that, he was a Quantitative Analyst at Pioneer Investments in Dublin. Giuliano graduated in Economics from University of Naples and holds a Master in Economics and Finance. He was awarded with the Chartered Financial Analyst designation in 2009. He previously served as Treasurer and then as Secretary of the Board of Directors at CFA Society Italy.

18:35 Leading Voices from Global Finance

Institutional perspectives on today’s market environment, the role of financial institutions, and the evolving responsibilities of the investment profession in a changing global landscape. 

Moderator, Andrea Cabrini, Managing Editor - Class CNBC

Andrea Cabrini

Managing Editor - Class CNBC

Andrea Cabrini is the Managing Editor of ClassCnbc, the Italian branch of Cnbc. He’s also Co-Managing Editor of Milano Finanza, Italy’s premier financial magazine, coordinating digital and print platforms. Cabrini is a financial journalist and anchor with three decades of experience covering the economy, global markets, and the banking and asset management industry. He presents Ceo Talks exclusive interviews to Italian and foreign CEOs. He’s also curator of a multimedia project on digital transformation Italia 4.0. He’s moderator of financial Italian and international events, including G7 multistakeholder conferences, ECB Banking Supervision Forum etc. He is in charge of Media Experience class at Bocconi University and Media Training class for manager and companies at SDA Bocconi. Prior to joining Class Editori, Andrea Cabrini has been working for ten years as Editor in Chief and anchor at Mediaset, the first private media company in Italy. He left in 2000 to start up ClassCnbc and to develop the broadcasting activities of Class Editori. He studied Political Sciences at the Universita’ degli Studi di Milano and became journalist after a master at IFG, Istituto per la Formazione al Giornalismo, in 1986. He’s 60, lives in Milan and has two sons.

Margaret Franklin, CFA - President and Chief Executive Officer - CFA Institute

Margaret Franklin

CFA - President and Chief Executive Officer - CFA Institute

Margaret Franklin, CFA, leads CFA Institute in promoting the highest standards of education, ethics, and excellence in the investment profession. She assumed her role in September 2019 and has more than 25 years of industry experience. Before joining CFA Institute, Margaret led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. She is a founding member of the CFA Institute Women in Investment Initiative and sits on its Future of Finance content council. Margaret holds a bachelor’s degree in administration in economics from McMaster University, Ontario.

Angelo Proni, CEO - MTS

Angelo Proni

CEO - MTS

Angelo Proni is CEO of MTS and a member of the extended Managing Board and Executive Committee of Euronext N.V. Angelo joined MTS in early 1999 and has covered a series of positions, initially leading the projects establishing MTS Amsterdam, MTS France, MTS Belgium and MTS Portugal, moving on to become Head of Client and Market Relations. He also managed CoredealMTS, an electronic corporate bond market and after the merger of CoredealMTS with EuroMTS, he moved back to EuroMTS as Head of New and Local Markets, where he was responsible for the launch of additional MTS interdealer markets in Poland, Slovenia and Israel. He led the efforts to launch MTS Czech Republic, MTS Hungary, MTS Slovakia and MTS Cyprus, and consolidate MTS Germany, MTS Amsterdam, MTS Spain, MTS France and MTS Portugal under EuroMTS Ltd. He managed the launch, in partnership with the JSE, of South Africa’s interdealer electronic order book for local Government bonds using MTS trading technology, as well as being closely involved in the preparations for MiFID II and Brexit. Angelo is also Chairman of MTS France SAS and a Director of MTS Associated Markets SA.

Andrea Sironi, Chairman - Generali and President - Bocconi

Andrea Sironi

Chairman - Generali and President - Bocconi

Andrea Sironi has been a member of the Board of Directors of Assicurazioni Generali since February 28, 2022. He graduated in Economics from the Bocconi University in Milan. In addition to being Rector of Bocconi University, he also held the role of Vice Rector for International Relations, Dean of the Graduate School and director of the research division of SDA Bocconi. His research activity has so far mainly concerned the measurement and management of risks in financial institutions and the regulation of markets and financial institutions. He has published numerous articles in national and international scientific journals and numerous Italian and international books. He was financial analyst at Chase Manhattan Bank in London, Chair of CEMS, the global alliance of management schools, member of the board of directors of London Stock Exchange Group, Banco Popolare, Cassa Depositi e Prestiti, Unicredit Group and Intesa Sanpaolo. He was Vice-chair of Banca Aletti and Chair of Borsa Italiana. Andrea Sironi is currently President and Professor of Economics of Financial Intermediaries at Bocconi University in Milan. Other positions: • Chair of Bocconi University Milan • Chair of the AIRC Foundation for Cancer Research • Member of the Board of Directors of Fondazione Generali The Human Safety Net - Philanthropic Organisation • Member of the Corporate Governance Committee of Borsa Italiana • Member of the Executive Committee of Assonime • Member of the Board of Directors of the Italian Institute for International Political Studies (ISPI) • Member of the European Financial Services Round Table (EFR) • Member of the Board of Directors of Agnelli Foundation • Member of the Steering Committee of Insurance Development Forum (IDF)

19:15 Macro & Markets Roundtable

An in-depth debate on macroeconomic trends, policy and geopolitical risks, and how investors should position portfolios in an increasingly complex and volatile global environment.

Moderator, Andrea Cabrini, Managing Editor - Class CNBC

Andrea Cabrini

Managing Editor - Class CNBC

Andrea Cabrini is the Managing Editor of ClassCnbc, the Italian branch of Cnbc. He’s also Co-Managing Editor of Milano Finanza, Italy’s premier financial magazine, coordinating digital and print platforms. Cabrini is a financial journalist and anchor with three decades of experience covering the economy, global markets, and the banking and asset management industry. He presents Ceo Talks exclusive interviews to Italian and foreign CEOs. He’s also curator of a multimedia project on digital transformation Italia 4.0. He’s moderator of financial Italian and international events, including G7 multistakeholder conferences, ECB Banking Supervision Forum etc. He is in charge of Media Experience class at Bocconi University and Media Training class for manager and companies at SDA Bocconi. Prior to joining Class Editori, Andrea Cabrini has been working for ten years as Editor in Chief and anchor at Mediaset, the first private media company in Italy. He left in 2000 to start up ClassCnbc and to develop the broadcasting activities of Class Editori. He studied Political Sciences at the Universita’ degli Studi di Milano and became journalist after a master at IFG, Istituto per la Formazione al Giornalismo, in 1986. He’s 60, lives in Milan and has two sons.

Fabio Bassi, Head of Cross Asset Strategy - J.P. Morgan

Fabio Bassi

Head of Cross Asset Strategy - J.P. Morgan

Fabio Bassi is the Head of Cross Asset Strategy. He and his team develop macro and present a broad strategic and tactical asset allocation across different products/markets and jurisdictions. He spent most of his time in research focusing on bond markets and interest rate derivatives. His team has been consistently ranked in the top three in the Institutional Investor and Greenwich surveys. Fabio started in the industry in 1996 and has been at J.P. Morgan since 2001. He holds a BSc in Economics (Univ. Bocconi) and a MSc in Finance (London Business School).

Steve Caprio, Head of European and US Credit Strategy - Deutsche Bank

Steve Caprio

Head of European and US Credit Strategy - Deutsche Bank

Steve Caprio is the Head of European and US Credit Strategy at Deutsche Bank. Prior to this role, Steve was the Head of European Credit Strategy at BNP Paribas and a Senior Global Credit Strategist at UBS. Through his career, Steve has built a strong global client franchise based on his macro thematic research, development of systematic frameworks, and historical analysis of credit fundamentals. Steve is a CFA charterholder and holds an MSc in Financial Economics from the University of Oxford.

Rob Drijkoningen, Head of Fixed Income Europe & Co-Head of the Emerging Markets Debt - Neuberger Berman

Rob Drijkoningen

Head of Fixed Income Europe & Co-Head of the Emerging Markets Debt - Neuberger Berman

Rob Drijkoningen, Managing Director, joined the firm in 2013. Rob is a Co-Head of the Emerging Markets Debt team and Senior Portfolio Manager responsible for around $26 billion in EMD assets per H1 2025. Since 2023, Rob is also Head of Fixed Income Europe overseeing teams in the European time zone in Paris, London and The Hague. Rob joined the firm after working at ING Investment Management for almost 18 years as the global co-head of the Emerging Markets Debt team responsible for managing over $16 billion in assets at the time. In 1990, Rob began his career on the sell-side at Nomura and Goldman Sachs, after which he became senior investment manager for global fixed income at ING Investment Management. In 1997 he became global head of the Emerging Markets Debt team and in 2004 was named global head of the Emerging Markets Debt and High Yield teams. From 2007 through 2009 Rob created and led ING Investment Management’s Multi-Asset Group in Europe. In 2009 he was appointed global head of emerging markets for both emerging markets equity and debt strategies. Rob earned his Macro-Economics degree from Erasmus University in Rotterdam and has authored numerous articles on emerging markets debt subjects.

Benjamin Louvet, Head of Commodities Management Strategies - Ofi Invest AM

Benjamin Louvet

Head of Commodities Management Strategies - Ofi Invest AM

As a specialist in this asset class, he regularly speaks to the media and is occasionally consulted by the French and European authorities. He was previously Deputy Managing Director of the portfolio management company Prim Finance, which he founded in 2002, and where he was Head of the Front Office and Research Activities. He started his career selling derivative products, before joining the Quantitative Management Strategy teams at the BNP Paribas Group. Benjamin has a Master's in Financial Management from Paris I – Panthéon Sorbonne.

David Zahn, CFA, FRM, Senior Vice President, Head of European Fixed Income - Franklin Templeton

David Zahn

CFA, FRM, Senior Vice President, Head of European Fixed Income - Franklin Templeton

David Zahn is the senior vice president and head of Sustainable Investment & European fixed income for Franklin Templeton Fixed Income in London, United Kingdom. Mr Zahn is Co-Chair of Franklin Templeton's Stewardship and Sustainability Council. He is responsible for leading the management of several global aggregate and global government fixed income portfolios. Mr. Zahn has over 26 years of experience in financial services. He is a member of the Fixed Income Research and Strategy Team (FIRST), which sets broad fixed income strategy at Franklin Templeton. Prior to his current role, Mr. Zahn was a senior portfolio manager for Citigroup Asset Management. Mr. Zahn joined Franklin Templeton in 2006 as a senior vice president and portfolio manager. Mr. Zahn holds a bachelor of science in business administration from University of Maine, a MA in war in the modern world from King's College London, and a MBA in finance from University of Connecticut. He is a Chartered Financial Analyst (CFA) charterholder, a qualified Financial Risk Manager (FRM), and a Chartered Alternative Investment Analyst (CAIA) charterholder.

20:15 Q&A Session
20:30 Networking Cocktail

Important information

  • Registrations will close on 5 February, 6 PM CET.
  • This event will be held in English
  • Due to the high request of participation to this event priority will be given to CFA Society Italy’s active members. Please check your spambox for a confirmation email.
  • CFA Institute and CFA Society Italy Regular and Affiliate members can self report 1,5 PL credits accessing their account page on the CFA Institute website.