Join CAIA Italy for an Educational Event in Milan at Clubhouse Brera:
Millennials' Impact on Alternative Investments
Wednesday, September 19, 2018
18:00 to 20:30 CET
Join us for an analysis of the latest trends in alternative investments and their future developments. Our expert panel will discuss how these trends are impacted by millennials preferences: What are the latest trends in alternative investments for portfolio managers and investors? What lies ahead, in terms of regulation and economic factors? How might the preferences of millennial financial professionals, who have witnessed economic recovery and expansion for the past 10 years, affect their view of alternative investments?
This discussion will review these themes and consider their implications for investment strategy.
This event is complimentary. As there is a limited capacity for this event, we ask that you please register as early as possible to reserve your spot. Please note that the event will be held in Italian.
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Impatto dei Millennials sugli Investimenti Alternativi
Quali sono le ultime tendenze negli investimenti alternativi per i portfolio manager e gli investitori? Cosa ci aspetta, in termini di regolamentazione e fattori economici? In che modo le preferenze dei Millennials, che lavorano in finanza e che hanno assistito alla ripresa e all'espansione economica negli ultimi 10 anni, influenzano la loro visione degli investimenti alternativi? Durante il panel verranno esaminati questi temi e le loro implicazioni sulla strategia di investimento.
Agenda
18:00 Registration
18:30 Opening remarks
CAIA Italy Chapter and 100 Women in Finance
18:45 Panel Discussion
Stefano Caselli, Dean of International Affairs, Bocconi University
Luca Solca, Head of Luxury Goods, Exane BNP Paribas
Alessandra Viscovi, Legal Manager, Impact SIM
Jürgen Mahler, Head of Business Development - Decalia A.M. SIM
Moderator
Lorenzo Piacentini, CAIA Italy Chapter Head,
Senior Vice President, Lazard Fund Managers
19:45 Q&A
20.00 Cocktail Reception & Networking
Location
Clubhouse Brera
Foro Buonaparte 22
20121, Milan - Italy
Speakers' Bios
Stefano Caselli,Dean of International Affairs, Bocconi University
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Stefano Caselli is Full Professor of the Department of Finance at Bocconi University. He is Dean of International Affairs at Bocconi University.
At SDA Bocconi and Bocconi, he covered several roles. He was Academic Director of SDA Bocconi Asia Center from 2012 to 2015. He was Director of Executive Education Custom Program for Banks and Financial Institutions (2006-2012), Academic Director of MSc in Finance (2010-2012), Academic Director of CEMS-MIM (2005-2012) and Director of the Executive Master in Corporate Finance & Banking (2005-2010). He conducted numerous research, training and consulting projects both with the most important financial institutions at European level and corporations for valuation and corporate governance issues.
His research activities focus on the relationship between banking and industrial system, facing issues both of banking credit risk management and of corporate finance and capital structure. His current research activities addresses three main questions: the impact of private equity and venture capital within investment banking activities on companies’ growth and development; the relationship between corporate governance, regulatory issues and performance of financial institutions; the role of taxation incentives and mechanisms on capital structure of corporations in the European landscape.
He is the author of numerous books and articles on the subject. His works have been published in Journal of Financial Intermediation, Journal of Banking and Finance, European Financial Management, Journal of Financial Services Research, Journal of Applied Corporate Finance and Economia & Management, among others. He is member of the board of Directors of SDA Bocconi and he has a long experience as independent director in several boards of corporations and financial institutions as well as advisor of investment committees. He acts as columnist and opinion maker on “L’Economia del Corriere della Sera”, as well as radio and television programs. He is research fellow of BAFFI-CAREFIN (the research centre for financial innovation of Bocconi University), member of the board of directors of ISBM – International School of Business Management, in UK and member of the Strategic Board of CEMS. He won several times the “Bocconi Teaching Award” and the “Bocconi Research Award” in 1997, 2004 and 2011. He is an expert guest speaker in international conferences. He is also the founder and the director of the “Start-up Day” platform for Bocconi since 2015, devoted to facilitate the start-up process for Bocconi students and alumni.
Stefano earned an MSc in Business Administration from the University of Genoa and a Ph.D. in Financial Markets and Institutions from the University of Siena. He is married with two kids.
Luca Solca, Head of Luxury Goods, Exane BNP Paribas
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Luca is the Head of Exane’s top rated Luxury Goods team. Before joining Exane, Luca was the Head of Research at Cheuvreux and, prior to that, the lead analyst on Luxury & General Retail at Sanford Bernstein (2005–11); Luca has extensive experience of the Luxury Goods sector, initially as a partner at BCG (he was a consultant in 1991–02) and then as CEO of a publicly traded luxury conglomerate with sales of c.EUR1bn, which he restructured and refinanced between 2002 and 2005.Luca has a summa cum laude MBA from SDA Bocconi in Milan.
Alessandra Viscovi, Legal Manager, Impact SIM
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From 2016 Alessandra collaborates with ALTIS, Graduate School of Business and Society, within the Università Cattolica del Sacro Cuore. Currently she is Scientific Coordinator and Lecturer of the “Master in Finance: tools, markets and sustainability”. Married and mother of two children, she gained a long experience as a manager in asset management and socially responsible investments. Expert in corporate governance, internal controls and organization, she has directed Etica Sgr for over 10 years and was President of the Forum for Sustainable Finance. She has held positions as independent director in companies in the financial sector. In 2016 she received the prestigious Women Sustainability International Award, aimed at women who have dedicated their activities to the theme of sustainable finance. From April 2018 she works as Legal Manager in Impact SIM.
Lorenzo Piacentini, Chapter Head of CAIA Italy.
Lorenzo is a Senior Sales Manager on the Third Party Distribution team at Lazard Fund Managers Milan. He has an investment banking background, having spent more than twenty years holding senior sales positions at Deutsche Bank, Merrill Lynch, Paribas based in London, Madrid and Milan. Prior to joining Lazard, in January 2017, Lorenzo was a Senior Advisor at Global Funds Europe where he was responsible for the promotion and sales of Lazard Frères Gestion funds to wholesale clients in Italy, and prior to that Head of ICG Cash Equity at Deutsche Bank Milan. He has a BSc in Economics from Università degli Studi di Pisa.
Jürgen Mahler
Head of Business Development - Decalia A.M. SIM
Before joining DECALIA, he held business development roles at various international asset management firms including Country Head Italy at Oddo Meriten AM, Head of Sales at WestLB AM (Milan), and Deputy General Manager & Sales Director for BNY Mellon AMI (Milan). Previously he developed his professional career in the Financial Institutions and Corporate Banking sectors at various international banks in Milan. He graduated with a degree in Business Administration from the Vienna University of Economics and Business.