Speakers


Bernardi, Daniele (CEO – Diaman SCF)

Born in 1969, Chairman of Diaman Sicav and CEO of Diaman, a Group dedicated to the development of profitably investment strategies, Daniele Bernardi is an entrepeneur costantly searching for innovation. Bernardi activity is oriented to the development of mathematic models, which simplify investors and family offices decision making processes, for risk reduction. He is the author of interesting academic papers about innovation in finance, published by Wilmott Magazine in May 2014 and on Journal of Accounting and Finance in April 2015. Models, indexes, and indicators developed by Bernardi have been presented in international conferences such as the Financial Management Association Conference in Denver, the World Financial Conference in Shanghai and World Financial Management Association Conference in Venice and Nashville. Bernardi is board member of two software development firms based in US Dinasty Inc. and Finlogic Inc.

Bissoli, Paola (Director Business Development – Aberdeen Standard Investments)

Paola is director of business development for Aberdeen Standard Investments. She joined the company (at the time Aberdeen Asset Management)  in 2015.

Previously Paola was CEO and Hedge Fund Manager for Saint George Capital Management (part of UnipolSAI Group, formerly Fondiaria-SAI Group). Paola has been a Hedge Fund Manager of relative value strategies for Banca Gesfid (Fondiaria-SAI), Vicos SA, Banca Zarattini &CO.

Paola graduated with a MSc in Chemical Engineering from Politecnico di Torino (1998). Paola has set-up with like minded industry colleagues the Lugano-Milano chapter of 100 Women in Finance in 2010 and has been a director of the London board of the association from 2013 to 2018. She is a CAIA charter-holder since 2008 and co-head of the association’s Zurich chapter.

 

Bissoli, Roberto (CEO – Pentalpha Capital)

A Chemical Engineer by education, Roberto has been managing assets since 2001 and has a relevant background both in alternative and traditional investments. He started his career at Zarattini & Co SA, as portfolio manager for the Martin Group and Wolf Group hedge funds, and later co-founded the Swiss alternative asset management arm of Fondiaria-SAI Group (now UnipolSai). Roberto joined London’s based Pentalpha Capital Ltd in May 2015 as CEO and Chairman of the Investment Committee. He is a Certified International Wealth Manager, a member of CAIA, the association of Chartered Alternative Investment Analysts, and of the SFAA, the Swiss Financial Analyst Association. In his free time he is passionate about off-piste skiing and kite surfing, as well as an avid reader of financial topics

Botham, Craig (Senior Emerging Markets Economist – Schroders)

Craig is the Senior Emerging Markets Economist, responsible for the economics team and house view on the emerging markets, with particular focus on the BRICs. He is based in the Economics Group in London. His investment career commenced when he joined Schroders in 2013. Prior to joining Schroders he was an Economist at the UK Financial Services Authority and the International Monetary Fund.

Cornèr, Kristina Lucrezia (Head of Features – Cointelegraph)

Kristina Lucrezia is deputy editor-in-chief and head of features at Cointelegraph. M.A. in political science and classical philology she is a passionate communicator promoting innovations, translating them into simple languages and helping visionaries to be heard.

 

Gianti, Stefano (Education Manager – Swissquote Bank)

Stefano Gianti is Education Manager for Swissquote Bank, a world leader in online trading.
His training sessions focus on the correct management of portfolio risks and maximizing profits through the use of CFDs on equity indices, commodities and currencies.
His analysis also focuses on the Macroeconomic situation of the markets and related events that could influence them. He is member of SIAT (Italian Society of Technical Analysis). He is hosted on weekly basis by CNBC, RAI television and other networks on the expectations and trends of the financial markets

Mayor, Stephan – (Sr Emerging Markets Debt Fund Manager – Edmond de Rothschild)

Stéphane Mayor joined Edmond de Rothschild Group in September 2007 as Emerging Markets investment manager.
Stéphane has been working in the financial services industry since 1989 and has been involved in emerging markets research and portfolio management since 1997.
Prior to joining the Group, he worked for UBS as a fixed income analyst and portfolio manager from 1989 to 1994 and for ten years at Lombard Odier & Cie as a fixed income analyst and investment manager. In 2004 he joined HSBC Private Bank as Senior Emerging Market Fund Manager and Strategist within the asset management unit in Geneva.
Stéphane Mayor graduated from the university of Geneva with a degree in political sciences and holds a post-graduate degree in financial analysis and portfolio management (CEFA). He is member of the Swiss Financial Analyst Association (SFAA).

Moreira Salgado, Tiago (Managing Partner – Laurion AM)

Tiago holds a Bachelor in Business Administration and Management and a Master in Finance from ISCTE Business School in Lisbon. He also completed the Global Senior Management Program at IE Business School in Madrid and the University of Chicago Booth School of Business.
Tiago began his career in Portugal in investment banking and private equity organizations. He then was CEO of Banif Plus Bank Slovakia for almost nine years and after became the President and CEO of Win Capital Management for almost 3 years, finally joining Laurion Group as Managing Partner of Laurion Asset Management and Group’s Investment Committee Chairman.

Neher, Agnes (Senior Responsible Investment Manager – Baloise AM)

Agnes Neher has been Senior Responsible Investment Manager in Baloise’s Asset Management division since July 2019. The graduate economist worked for several years as Corporate Sustainability Manager and Sustainable Investment Analyst at J. Safra Sarasin. Agnes Neher holds a PhD in economics writing about the materiality of ESG risks in financial markets.

Novelli, Maurizio (Vice-President – Lemanik)

Maurizio Novelli has over 25 years of experience in portfolio management with a strong focus on Global Macro strategies. He launched back in July 2007 one of the first Luxembourg UCITs Global Macro fund and is nowadays one of the fund with the longest existing uninterrupted track record in alternative UCITs. He holds a Master Degree in International Finance at the Bocconi University in Milan.

Experience:

  • Manager of Lemanik Global Strategy Fund since inception (10+ years track record)
  • Vice President Lemanik SA
  • CIO, Global Strategist & Partner and Vice President of Zest SA – Lugano, CH
  • CIO Financial Strategy Lugano and CEO Rasini & C. Hedge Fund Advisory London and New York
  • 25 years experience in trading and portfolio management with JP Morgan, ING, Merrill Lynch
  • Former Member of sounding board of ASG (Swiss Association of Portfolio Managers)
  • International Financial Program – Princeton, USA
  • Master in International Finance at Bocconi University – Milan

Oskui, Ali Mizani (CEO – Ficas AG)

Ali Mizani Oskui, CEO of FiCAS AG, is an entrepreneur, an award-winning inventor, and a futurist with a proven track record of predictions. Ali‘s depth in computer technology expertise and AI, combined with his expertise in crypto, has heralded him as a leading figure in FinTech today. Since 2015, Ali has been managing private crypto investment funds which have significantly outperformed market trends during the same time period. In early 2019, he established FiCAS AG to provide investors with a range of alternative investment solutions, from digital asset trading signals to fully managed structured products, advising global players wishing to enter the digital asset market in a regulated, safe and trustful manner.

Rizzi, Fabrizio (Director – Best Vision)

Graduated in Computer Science with specialization in Artificial Intelligence at Università degli Studi  di Milano, he started his professional career as researcher in Data Mining in Nonlinear Systems, with applications in Data Warehouse and Business Intelligence contexts. He has been working at Best Vision Group since 2001, where he has matured experience in Marketing, Project Management and Product Management domains for several companies of the Group. As Director of Business Development and Member of the Board of the Group, he is responsible of ASKIT project, the most Innovative Asset Management Platform presented at Lugano Fund Forum.

Snyder, Ophelia (Head of Product, Co-Founder – Amun)

Ophelia began her career working for a venture capital firm based in Menlo Park. After her MBA, she became a banker specializing in mergers and acquisitions in technology firms at UBS and Evercore, advising on multi-billion dollar financing. She founded Amun as Head of Products and President, with a mandate to structure innovative financial products and develop settlement infrastructure for crypto space.

She holds a Bachelor of Science degree from Stanford and an MBA from the Stern School of Business at New York University.

Ungureanu, Cristina (Head of Corporate Governance – Eurizon Capital)

Cristina Ungureanu is Head of Corporate Governance at Eurizon Capital SGR, the asset management company of the Intesa Sanpaolo Bank Group.

Cristina is responsible for Eurizon’s Corporate Governance and Stewardship activity, developing and applying Eurizon’s corporate governance policies and guidelines through active ownership, coordinating the company engagement and voting activities globally.

Before her role in Eurizon, Cristina worked in international corporate and academic environments in South Africa, United Kingdom and Italy, providing high-level corporate governance consulting and research to a diverse range of institutions.

Cristina holds a Bachelor Degree in Economics and Business Administration, a Master’s Degree in International Affairs and a PhD in Finance and Banking.

Urquhart, Gordon (Senior Institutional Sales Manager – IG Bank S.A.)

Gordon graduated from Business School Lausanne. He began his career in New York as a North American distributor for Blancpain and Audemars Piguet before moving on to management roles for Thomson Reuters and SunGard Global Trading (now FIS). Gordon joined IG Bank in 2014 to develop the institutional business in Switzerland and Liechtenstein. He is as well the Vice-President of the Wine & Business Club in Geneva.

Weber, Andrea (Sustainable Investment Analyst, Vice President – Bank J. Safra Sarasin)

Andrea joined Bank J. Safra Sarasin’s Sustainable Investment Research team in November 2013. She is responsible for the implementation and advancement of the Bank’s sustainable investment methodology and the integration of sustainability considerations along the investment processes of different investment strategies. Her sustainability analysis is focused on the Consumer and Financials sectors. In addition, she coordinates the Bank’s Active Ownership activities and conducts sustainability analysis for external funds. Prior to joining the Bank, Andrea gained relevant experience in the area of Corporate Sustainability at a large Global Insurance company as well as at the Institute for Economy & the Environment at the University of St. Gallen.

She studied Business Administration at the University of St. Gallen and holds a Master Degree in Management, Organization Studies and Cultural Theory. In 2018, Andrea participated in the Sustainable Finance Programme by the University of Oxford. She is a CAIA (Chartered Alternative Investment Analyst) charterholder.