Event Profile

CAIA Italy - Riding the Evergreen Wave: Trends, Opportunities and Challenges

Date(s):
July 8, 2025
Note:
All times listed are in local time
Venue:
Amundi SGR
Via Cernaia 8/10
Milan, MI 20121 
Fee(s):
Free Event
Description:

CAIA Italy

Riding the Evergreen Wave: Trends, Opportunities and Challenges

 

CAIA Italy in collaboration with Amundi Investment Solutions and Hamilton Lane, are hosting an engaging panel discussion to examine the latest trends driving adoption, assess the risks and structural challenges, and consider how investors are integrating Evergreen solutions into their long-term strategies.

 

With rising interest in flexible and long-duration investment vehicles, Evergreen funds are gaining traction across private markets. Join us for a forward-looking discussion with industry leaders as we explore how these vehicles are reshaping capital deployment, investor access, and liquidity management, bringing new strategic dimensions to portfolio construction.

 

Please note that this event will be in Italian. 

 

AGENDA

17:30 - Registrations

 

18:00 - Welcome remarks by Cinzia Tagliabue, CEO at Amundi SGR

 

18:05 - Panel discussion in collaboration with:

  • Gabriele Balagna, CFA, CAIA - Principal, Investments at Amundi Alpha Associates and CAIA France Chapter Head
  • Anastasia Di Carlo - Principal, Head of Italy at Hamilton Lane
  • Luca Anzola, PhD, CAIA - Head of Multimanager and Alternative Investments at Fideuram Asset Management SGR and CAIA Italy Chapter Executive 
  • Greta Teot - Head of Private Markets at Mediobanca Private Banking

Moderator:

Vincenzo Saccente, MBA, CAIA -  Head of BU Alternative & Real Assets Sales Italy at Amundi SGR and CAIA Italy Chapter Executive

 

19:00 - Q&A followed by networking cocktail

 

Please register early as space is limited

 

 

Important notes before the event:

  • This event is not for attribution
  • 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 possible but complete Guest’s details must be filled in. In case of overbooking, priority will be given to CAIA Members.

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:

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Amundi SGR
Luca Giannino Anzola
Job Title: Head of Multimanager and Advisory
Organization: Fideuram Investimenti SGR
Speaker Type: Panelist


Luca Anzola is currently in charge of the Multimanager & Alternative Investments unit at Fideuram Asset Management SGR. He joined Fideuram Asset Management in 2016 as head of Fund Research and Alternative Investments. From 2005 to 2016 he worked in Aletti Gestielle and where became head of fund research and due diligence in 2008. He has more than 15 years of experience in the fund selection and analysis both for traditional and alternative funds. He’s also Adjunct Professor in Finance and Risk management for MIP Politecnico of Milano and he holds a PHD at Politecnico of Milano with a thesis and dissertation on Alternative Investment funds. 

Luca is a CAIA Charterholder and founder of the Italian CAIA Chapter. He graduated in Business Administration with Finance specialization at Milan's Università Commerciale Luigi Bocconi.


Gabriele Balagna
Job Title: Principal
Organization: Amundi Alpha Associates
Speaker Type: Panelist


Gabriele is a member of the Amundi Alpha Associates Private Equity investment team. He leads and is involved in deal teams responsible for due diligence, evaluation, execution of secondary, co-investment and fund investments. Gabriele joined Amundi Alpha Associates in 2024 after spending 10 years as an institutional investor for French life insurers.  He started his career in Investment Banking in London. He holds a Master in Quantitative Finance from Collegio Carlo Alberto of Turin, where he now teaches Private Markets. He is also a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and he leads the CAIA chapter in France.


Anastasia Carlo
Job Title: Principal
Organization: Hamilton Lane
Speaker Type: Panelist


Anastasia is a Principal at Hamilton Lane, based in the firm’s Sydney office. She is responsible for all aspects of client relations, including portfolio construction and strategic planning, and local coverage of private capital managers in conjunction with the Investment Team. Prior to joining Hamilton Lane, Anastasia was an Associate Director in the Investment team at Quentin Ayers, an Australian adviser on global private capital portfolios, where she focused on primary fund investments on behalf of Australian institutional clients. She began her career at the European Investment Fund (EIF), based in Luxembourg, where she held roles in both the Private Equity Risk Management and Investments teams, performing on site due diligence of growth equity and mid-market fund managers across Europe. Anastasia has over 12 years-experience in private capital globally, mainly primary investments in private equity funds across Australia, Europe and the US and earned her M.S. in General Management from Bocconi University, Milan.


Vincenzo Saccente
Organization: Amundi Asset Management
Speaker Type: Moderator


Vincenzo Saccente is Managing Director, Head of BU Alternatives & Real Assets Sales in Amundi Sgr. Previously he was Head of Sales for Lyxor ETF and Liquid Alternatives in Amundi and before in Lyxor (SG Group) since 2019. He joined SG CIB in 2006 as a Structured Product Sales and became Head of Distribution Business in 2012, then in 2016 he was appointed Managing Director and Co-Head Cross Asset Distribution Sales for Italy & Ticino. 

He started his career in 2001 within BPVI (now Intesa Group) and in 2002 he joined Unicredit Group, covering trading positions first and structured products sales later. Vincenzo holds a degree in Economics and an Executive MBA from Bocconi University in Milan and is a CAIA Charterholder.


Greta Teot
Job Title: Head of Private Markets
Organization: Mediobanca Private Banking
Speaker Type: Panelist


Greta is Head of Private Markets at Mediobanca Private Banking and oversees the Private Bank’s offering of illiquid investment solutions. In her role, Greta covers private markets funds, fund of funds and co-investments, with a strong focus on solutions that are tailor-made and distributed exclusively for Mediobanca’s clients. Prior to joining Mediobanca in 2020, Greta was part of the Investment Team of a multi-family office, investing in funds and co-investments predominantly in the United States. Prior to that, she was working at Societè Generale in Frankfurt am Main, Germany. Greta holds a Bachelor in International Economics, Management and Finance from Bocconi University and a Master of Science from ESADE Business School. She attended the Executive Education Program in Private Equity and Venture Capital at Harvard Business School.