Global Outlook & Markets View 2022
We will meet for our traditional event to discuss the macroeconomic scenarios and the possible outcome on Financial Markets for the new year.
Welcome speech by CFA Society Italy
Giancarlo Sandrin, CFA - Board Member and past President - CFA Society Italy
CFA - Board Member and past President - CFA Society Italy
Giancarlo Sandrin is Board Member of CFA Society Italy and has been President of the Society from 2016 to 2021. 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.
Bank of Italy’s Economic Bulletin, 1/2022
Stefano Siviero, Deputy Head of the Directorate General for Markets and the Payment Systems - Banca d'Italia
Deputy Head of the Directorate General for Markets and the Payment Systems - Banca d'Italia
Stefano Siviero is Deputy Head of the Directorate General for Markets and the Payment Systems of the Bank of Italy (since 2021) and Bank of Italy's representative on the Markets Committee of the BIS.
He graduated with honors in Economics and Business from the University of Pavia in 1985. He continued his postgraduate studies at the University of Pennsylvania (Philadelphia, USA), obtaining an MA in Economics in 1989 and a PhD in Economics in 1995.
In 1985-86 he worked as a researcher at the Polytechnic of Milan and at the Banca Commerciale Italiana.
In 1989 he joined the Bank of Italy, where he contributed to the development of the quarterly econometric model and the production of macroeconomic forecasts. From 2007 to 2013 he was Head of the Modelling and Forecasting Division. From 2013 to 2021 he was Head of the Economic Outlook and Monetary Policy Directorate; from 2007 to 2021 he was the Bank of Italy’s representative on the Monetary Policy Committee of the ECB,
He has published numerous articles in Italian and international scientific journals, on topics mostly relating to macroeconomic modelling and monetary economics. He has taught statistics, econometrics and international and monetary economics at universities in Italy and abroad.
Moderator, Alessandro Speciale, Rome Bureau Chief - Bloomberg News
Flavio Carpenzano, Investment Director - Capital Group
Rome Bureau Chief - Bloomberg News
Alessandro is Rome bureau chief for Bloomberg News, leading coverage of Italian economy and politics. Previously, he covered the European Central Bank and the European economy from Frankfurt. Before joining Bloomberg, he was a Vatican correspondent, working for several Italian and American media including Time magazine, BBC and NBC. With Jana Randow, he is the author of a best-selling book on Mario Draghi's presidency of the ECB, "L'Artefice", which has been translated in Spanish and Chinese.
Giacomo Cristofori, Head of Italy and Iberia Investment Sales Specialists - Real Estate & Private Markets - UBS AM
Investment Director - Capital Group
Flavio Carpenzano is an investment director at Capital Group. He has 16 years of industry experience and joined Capital Group this year. Prior to joining Capital, Flavio worked as a fixed income senior investment strategist at AllianceBernstein. Before that, he was a product manager at PIMCO focussed on credit strategies. His early career also includes a role at the Bank of England as an analyst in the markets department. He holds a master's degree in finance and economics from Università Bocconi. Flavio is based in London.
Donatella Principe, Director - Distribution and Market Strategy - Fidelity International
Head of Italy and Iberia Investment Sales Specialists - Real Estate & Private Markets - UBS AM
Giacomo Cristofori, Head of Italy and Iberia Investment Sales Specialists - Real Estate & Private Markets, joined UBS AM in May 2015 with the aim of developing the company's business and supporting alternative funds raisings through all distribution channels. Since 2003 he has been covering similar roles at IDeA Fimit SGR and Fabrica Immobiliare SGR.
Maria Paola Toschi, Market Strategist - JPMorgan Asset Management
Director - Distribution and Market Strategy - Fidelity International
Donatella Principe is Director - Distribution and Market Strategy at Fidelity International, where she joined in 2016. Graduated in Economics at Bocconi University in Milan, she began her career in the area of economic and market research and in 2002 she joined Schroders Italy SIM as Head of Investment Advisory and Head of Institutional Business.
Maria Paola Toschi
Market Strategist - JPMorgan Asset Management
Maria Paola Toschi, Executive Director, is a Global Market Strategist based in Milan, and is in charge of communications to domestic retail and institutional clients. Maria Paola worked from 1986 to 2008 as a sell-side equity analyst in different Italian banking institutions including Banca IMI and Intesa Sanpaolo Banking Group, mainly covering small and medium sized industrial companies. In 2003 she became responsible for the retail investment communications team dedicated to the Sanpaolo Retail and Private Banking network. She graduated in Economics at the Milan Luigi Bocconi University and has been a Member of the Italian Financial Analysts Association since 1989. She joined J.P. Morgan Asset Management Milan in November 2008.
- This event will be held in Italian.
- Attendees will be required to respect the location's Anti Covid 19 Protocol which may include: body temperature check with collection of personal data (name, surname, time of collection, temperature, telephone number), green pass check, respect of interpersonal distance, use of masks.
- 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.