Participation is subject to approval. Please make sure that your request has been correctly submitted by checking if you have received an email indicating that it will be processed.
In an increasingly complex macroeconomic environment, characterised by inflationary pressures, market volatility and shifting correlations between traditional asset classes, investors are reassessing the role of gold within diversified portfolios.
L&G, in collaboration with World Gold Council and CFA Institute invites you to join a dedicated event exploring the strategic case for gold, highlighting its unique dual nature as both a consumer good and an investment asset, and its role across different market cycles.
During the session, we will discuss how gold has historically provided diversification benefits, particularly during periods of market stress, when its correlation with equities can become more favourable and how gold mining equities can serve as a valuable proxy for gold allocation within equity portfolios. We will also examine gold’s potential to act as a store of value in inflationary environments and its role in improving risk-adjusted returns when included in a multi-asset portfolio.
Drawing on the latest research and market insights, including developments in global demand, central bank activity and ETF flows, the discussion will provide a clear and practical framework to understand the key drivers supporting gold today.
This event is aimed at professional investors looking to deepen their understanding of how gold can support portfolio construction, enhance diversification and contribute to long-term investment outcomes.
Agenda
| 18:00 |
Registrations
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| 18:30 |
Welcome Remarks by CFA Society Italy
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| 18:35 |
The World Gold Council View
Jeremy de Pessemier, Global Asset Allocation Strategist - The World Gold Council
Jeremy de Pessemier
Global Asset Allocation Strategist - The World Gold Council
Jeremy works in the global research team at The World Gold Council in the role of global asset allocation strategist. He has nearly 2 decades’ experience in global multi-asset investment strategies and solutions. Prior to joining the World Gold Council, Jeremy worked as Senior Investment Strategist at State Street Global Advisors. Before that he was part of the portfolio construction team at Bank of Ireland Asset Management.
Michael O'Rourke, CFA - Institutional Investor Relationships - The World Gold Council
Michael O'Rourke
CFA - Institutional Investor Relationships - The World Gold Council
Michael joined the World Gold Council in 2023 and sits within the Institutional Investor Relationships team. Michael works with investors across the EMEA region to develop their understanding of gold as an asset class and the benefits of including a strategic allocation within their portfolio. Michael previously worked at Aon for 6 years as an investment consultant, advising UK Defined Benefit pension schemes. Michael has a Bachelor’s degree in Economics from the University of York and is a CFA charter holder.
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| 19:05 |
L&G Goldminers
Elisa Piscopiello, CFA - ETF Analyst - L&G
Elisa Piscopiello
CFA - ETF Analyst - L&G
Elisa è entrata a far parte della divisione Asset Management di L&G come ETF Analyst a giugno 2021. Contribuisce allo sviluppo e all'analisi delle strategie di investimento, supportando al contempo la distribuzione degli ETF. In precedenza, Elisa ha lavorato come Multi Asset Investment Support Executive presso Liontrust e come Investment Dealing Assistant presso Architas. Si è laureata in Economia Finanziaria ed Econometria presso la University of Kent nel 2016, ha conseguito il Diploma in Investment Management (ESG), ed è una CFA Charterholder.
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| 19:30 |
Q&A Session
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| 19:40 |
Networking Cocktail
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Important information
- Participation is subject to approval. Please make sure that your request has been correctly submitted by checking if you have received an email indicating that it will be processed.
- Registrations will close on 25 May, 6 PM CET
- A kind remind will be sent the day before the event to all confirmed requests.
- This event will be held in English.
- CFA Institute and CFA Society Italy Regular and Affiliate members can self report 1 PL credit accessing their account page on the CFA Institute website.