Global Outlook & Markets View 2023
We will meet for our traditional event to discuss the macroeconomic scenarios and the possible outcome on Financial Markets for the new year.
Welcome by CFA Society Italy
Giuliano Palumbo, CFA - President - CFA Society Italy
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.
Presentation by Banca d'Italia
Stefano Siviero, Deputy Director General for Markets and Payment Systems - Bank of Italy
Deputy Director General for Markets and Payment Systems - Bank of Italy
Stefano Siviero is Deputy Director General for Markets and Payment Systems 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, Beatrice Mancini, Country Head & Head of Research Italy & Ticino - Citywire Italia
Michele Armanini, Managing Director Infracapital - M&G Investments
Country Head & Head of Research Italy & Ticino - Citywire Italia
Beatrice Mancini is Country Head & Head of Research Italy and Ticino for Citywire Italia. She holds a BA at the University of Essex and at the University of Bologna and an MA at the University of Westminster. She joined Citywire in 2011, at the head office in London, as Researcher, liaising with professionals within the fund and manager selection industry, in Italy, Ticino and The Netherlands. In 2014 she opened the Italian office, in Milan. Today she manages the business of Citywire Italia and continues also to follow personally and with great passion the professionals making up the fabric of the professional investment community in Italy and Ticino.
Christophe P. Braun, Investment Director - Capital Group
Managing Director Infracapital - M&G Investments
Michele is Managing Director and member of Infracapital's investment committee. Michele joined Infracapital in 2015 to launch and manage the investment strategy in infrastructure with a strong growth and capex (greenfield) component, raising and investing around €3 billion with a team of 15 people. Michele has 19 years of experience in the private equity world with a focus on investment, development and management of infrastructure assets in Europe. Previously Michele was at 3i Plc, where he was a director in the infrastructure team. He was responsible for the execution and management of infrastructure investments in various sectors, including power transmission and generation and transportation across Europe. Michele moved to 3i Plc following the acquisition of Barclays Infrastructure Funds Management, where he held the role of Investment Director. He previously worked in the energy project finance team at SMBC. Michele holds a degree in Physics from the University of Milan.
Gabriel Doz, CFA - Principal & Portfolio Strategist - PGIM Investments
Christophe P. Braun
Investment Director - Capital Group
Christophe P. Braun is an investment director at Capital Group with responsibility for covering equities. He has 13 years of investment industry experience and has been with Capital Group for seven years. Prior to joining Capital, Christophe worked at CBP Quilvest S.A. as a portfolio manager and investment advisor. Before that, he was an investment representative at TD Direct Investing International. He holds a master's degree in financial and industrial economics from Royal Holloway University of London and a diploma of science in business management and economics from University Leopold Franzens in Austria. Christophe is based in Luxembourg.
Anna Guglielmetti, Head of Institutional Portfolio Management Italy - Credit Suisse Asset Management
CFA - Principal & Portfolio Strategist - PGIM Investments
Gabriel Doz, CFA, è Principal and Portfolio Strategist nel team European Retail Client Management e supporta lo European Financial Intermediary Group (FIG) di PGIM Investments nello sviluppo delle attività di subadvisory e della piattaforma dei fondi UCIT di PGIM Fixed Income. Prima di entrare a far parte di PGIM nel 2016, Doz è stato Senior VP presso PIMCO, dove ha sviluppato relazioni con grandi clienti istituzionali EMEA. In precedenza, è stato discretionary Portfolio Manager per Société Générale Gestion a Parigi e ha ricoperto svariati ruoli in Amundi Asset Management e RBC Dexia Investor Services. Doz ha conseguito una laurea presso la Northeastern University e un master presso la NEOMA Business School e ha conseguito il diploma di Chartered Financial Analyst.
Head of Institutional Portfolio Management Italy - Credit Suisse Asset Management
Anna Guglielmetti, Director, is the Head of Portfolio Management for Institutional clients of Credit Suisse Asset Management in Italy. She is member of the Local Investment Committee and of the Balanced Solutions Strategy Committee for Target Return/Target Volatility portfolios. She graduated with 110 cum laude in Political Economics from Bocconi University in February 1984. From 1984 to 1986 she held academic and research activities at Bocconi University. She continued her career at IBM as an economist and analyst for investments and acquisitions. She has managed fixed income and multi-asset portfolios since1991, first at Fondiaria Group and since 1995 at Credit Suisse Asset Management.
Networking Buffet Dinner
- Due to the high request of participation to this event priority will be given to CFA Society Italy’s active members and to the sponsors' guests. Confirmation will be notified via email. Please save it. You may be required to show it at the registration desk.
- A kind remind with confirmation will be also sent the day before the event.
- This event will be held in Italian, except for Mr Christophe P. Braun and Mr Gabriel Doz answers, which will be in English.
- 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.