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CAIA Italy
World Rewired: Investing Through Change, Leading Through Inclusion

Join CAIA Italy, in collaboration with HSBC and Chaberton Partners, for an engaging session exploring the forces reshaping the investment landscape and the critical role of inclusion in driving its future. The event will open with a 15-minute fireside chat featuring Ju Hui Lee and Laura Merlini, offering key insights from the World Rewired paper and its implications for investors navigating structural change.

This will be followed by a dynamic panel discussion on diversity and inclusion in finance, examining how a broader range of perspectives strengthens decision-making, fosters innovation, and contributes to more resilient financial systems.

AGENDA:
18:00 - Registrations

18:30 - Welcome Remarks by Ilaria Perletto, CAIA - CAIA Italy Chapter Executive, Senior Sales at HSBC Asset Management

18:35 - Fireside Chat on World Rewired followed by Panel Discussion on Diversity & Inclusion in Finance in collaboration with:

• Ju Hui Lee, CFA, CAIA, FSA, FCIA, CERA, FRM - Chief, Investment Risk and Performance at United Nations Joint Staff Pension Fund
• Alexia Giugni - Head of Client Coverage EMEA ex GY Wholesale at DWS International GmbH, Milan Branch and President of the Diversity and Inclusion Committee of Assogestioni
• Erika Perez - Senior Client Partner, Executive Search at Chaberton Partners
• Laura Merlini, CAIA, CIFD - Managing Director, EMEA at CAIA Association (Moderator)

19:20 - Q&A & Closing Remarks

19:30 - Networking Aperitivo

Important notes before the event:

• This event is organized by dedicated CAIA members, who generously volunteer their personal time. Should you decide to register, we greatly appreciate your commitment to attending.
• If you find that you are unable to attend, please inform us at least 48 hours before the event. Your timely cancellations enable us to offer your spot to someone on the waitlist and help minimize food and energy waste
• Kindly note that registrations must be completed in advance, as walk-ins will not be permitted. Given the event's limited capacity, we encourage you to register as early as possible to secure your spot. If the attendance limit is expanded, we will promptly notify you.
• Registering a guest is not possible.

Thank you for your understanding and cooperation.
If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations.

This event is organized in collaboration with: