Speakers


Barlassina, Marco (Editor in Chief – ForbesItalia)

Marco Barlassina is Editor in Chief of ForbesItalia.com
Prior to this he was Editor in Chief of “F Risparmio&Investimenti” magazine.
He gained an extensive experience in macroeconomics and financial analysis, working as Online Managing Editor for Finanza.com and Finanzaonline.com.
Marco holds a Degree in “Economia dei mercati e degli Intermediari Finanziari” from the Università Luigi Bocconi (Milan, Italy).

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.

Berthoud, Philippe (co-founder – Prosperous Group)

Philippe H. Berthoud is a co-founder of PROSPEROUS Group. The company is unifying a selection of very smart seniors with unrevaled careers of the Swiss and Global Banking and Finance industry. We are pooling investment ideas, creating innovations and qualifying niches.
Philippe H. Berthoud is known in the industry as developer of various financial market innovations such as.the very first unit-linked Payout-Plan at FLEMINGS (1997), was responsible for the introduction and development of EURO STOXX50 from the green to the No.1 Index in Europe (1998-2000), organized and licensed in parallel the very first ETFs in Europe (1999). Following by GiF, the first NOT sales-driven Alternative & Hedge Fund platforms advising and supporting Pension Funds (2002), developing in parallel to Lyxor the first Core-Satellite Strategies by combining ETFs with GiF (2002-03). During his stay in St.Petersburg (RUS), he developed GRiP, the first global fund platform in Russia (2013). Most  recently the bond marketing platform www.LiLiBonds.com and its sub-service platform www.GreenieBonds.ch which is the first global platform for sustainable bonds and Greenbonds with 950 listed products (2016/17). Currently, he is finalizing AST FEE, the first foundation for Swiss Pension Funds focusing on Renewable Energies (2017/18)
Much more important for the 0% yield capital markets : he created the idea of TIM : The INCOME Masterclass and led its R.I.I.S.P path of development. TIM is a (ultra-)conservative investment strategy platform but smart and sharp, which redefined the INCOME asset class for the safety focused investor and the risk averse portfolio manager.

Boehler, Dominique (Head Public Distribution Structured Products and ETFs CH – Commerzbank)

Dominique Boehler, Head Public Distribution Structured Products and ETFs Switzerland, began his career with Dresdner Kleinwort Wasserstein in 2004, initially responsible for the distribution of Structured Products in France and later in Switzerland. After having joined Commerzbank he additionally received the mandate for the distribution of ETFs. Further, he is an active member of various business related associations and committees (SSPA, SFAMA & KSP). Dominique Boehler is a graduate from Oxford University, the London School of Economics and Cass Business School and holds degrees in Strategy and Innovation, Operational Research and Systems Sciences.

Bonilauri, Claudio (Financial Consultant & Journalist)

Claudio Bonilauri was born in Correggio (RE) on April 21, 1967. He has a degree in Business Administration and a Master in Economy of Cooperation. For over twenty years he has worked with quantitative finance, financial algorithms and Machine Learning applied to the Asset Allocation. For about 20 years he has been a financial consultant and more recently a journalist for several newspapers.

Borgia, Alberto (Chairman – AIAF)

Alberto Borgia, obtained a Degree in Political Science at the Alfieri University of Florence and a specialization in banking management at the SDA Bocconi course in Milan.
During his career, he has had significant professional experiences with Pirelli, Olivetti, Telecom Italia, becoming a member of their management committees and occupying positions of responsibility in corporate finance functions and in relations with the financial market.
As AIAF Chairman since March 2017, Mr. Borgia he is a Councilor of the OIV (Organismo Italiano di Valutazione), Member of the EFFAS Executive Management Committee and Member of ACIIA of Milan.

Borgonovo, Antonio (Founder & CEO – Yeldo)

Antonio is Founder and CEO of Yeldo, a prop-tech start-up that offers a whole new way to invest in Swiss Real Estate. His expertise lies on one side in strategy and management in the financial industry (strategy consultant at BCG and market risk manager at BPM) and on the other side in digital enterprises (former CEO of Supermoney.eu, a Fin-Tech company based in Italy). Antonio also holds a MSc in Physics from UNIMI and an MBA from SDA Bocconi

Bosco, Matteo (Sr Advisor – Conser Invest)

Matteo Bosco graduated in Lausanne at HEC, started his career at Unigestion in Geneva in 1990, worked since 1991 with Credit Suisse, first in the corporate department for Multinational clients in Zurich and then in Milan where he led the asset management division from 2001 till 2009. As part of the acquisition of part of the Credit Suisse Asset Management Division by Aberdeen Asset Management he started the Italian office as Country Manager and then was named in 2013 Country Head for Switzerland and head of the Southern European business. In 2017 Matteo started his own activity as a consultant to companies. He is now advising Conser SA

Brunner, Katja (Senior Legal Counsel – SFAMA)

Katja has substantial legal, regulatory, governance, proceedings and investigation expertise. From 2010 to 2012 she was Head of Proceedings and Legal Counsel of the Swiss Financial Market Supervisory Authority (FINMA) after having served as Legal Counsel for the Legal Service of the Swiss Federal Department of Finance FDF (2004-2010) and the Swiss State Secretariat for Economic Affairs SECO (2001-2004). During the years 2014 to 2016 Katja worked for a Private Bank as Deputy Head of Law & Regulatory Projects before joining PwC as a Senior Manager for regulatory and compliance matters (2017-2018). She holds an LL.M. of the University of Zurich and is admitted to the bar of the Canton of Geneva.

Carcano, Alida (Founder – Valeur Investments)

Having started her carreer in 1989, Alida Carcano covered several positions at international banking institutions such as Deutsche Bank, UBS and Credit Suisse, moving from Italy to Switzerland, London, Singapore and Hong Kong.
In 2007 she left the banking world and, after a sabbatical year dedicated to the family, in 2009 she created Valeur Investments in Switzerland.
Other ventures followed in the Asset Management business in Singapore, Luxemburg, Milan and London.
She is also partner of Lagom Family Advisors, a multi family office based in Lugano, and MdotM, an Artificial Intelligence driven investment strategy developer based in Milan and London.
She graduated with Magna cum Laude at the Luigi Bocconi University in Milan and is a CFA charterholder.
She  has a keen interest in foreign languages and literature

Collet, Christophe (Senior ETF Sales Specialist – Vanguard)

Christophe Collet, Senior ETF Sales Specialist, is responsible for ETF distribution across French-speaking countries for Vanguard in Europe.
Prior to joining Vanguard in February 2018, Mr. Collet spent five years within the ETF and Index Investments (EII) department at BlackRock, covering wealth clients in French-speaking Switzerland. He also held different roles at Amundi, working within the ETF product development team on new product launches and equity swap structuring.
Mr. Collet earned a Master of Sciences (MSc.) in Finance from Rouen Business School in France, and took part in the international exchange program of Singapore Management University.

FUCHS, Markus (Managing Director – SFAMA / CAIA Representative)

Markus Fuchs has been working in the fund and asset management industry since 1992. He built up and headed the Products & Fund Services team at Bank Hoffman, a subsidiary of Credit Suisse in the nineties. From 2000 until 2004 he headed the fund product management team of Swiss Life as CEO of Swiss Life Funds AG. He then joined UBS AG as a Managing Director (Global Wealth Management & Swiss Bank / Products & Services) where he had the overall responsibility for proprietary hedge fund products. In November 2010 he joined the Swiss Funds Association SFA as a Senior Counsel, namely in charge of the areas asset management and alternative investments. In July 2013 he became the Managing Director of SFA, which since then operated under the name Swiss Funds & Asset Management Association SFAMA. He obtained a degree in Economics from the University of Zurich and an Executive MBA from the IMD International Management Development in Lausanne.

Gan, Belinda (Product Specialist – Schroders)

Belinda Gan is Product Specialist at Schroders, focused on ESG and sustainable investing. She leads on client communications and reporting and co-ordinates new product development across our investment teams. She also authors papers on practical aspects of ESG implementation. She joined Schroders in 2010 and is based in London.
Belinda was an Account Executive at Threadneedle Asset Management from 2009 to 2010, which involved working on strategic partnerships in the Global Financial Institutions team within Distribution.
Prior to this she was an Associate, Product Development at Goldman Sachs Asset Management, which involved developing and bringing new funds to market. She also worked in the Consultant Relations team and as an Analyst in the Australian Equities team.
Belinda commenced her career at Goldman Sachs Asset Management in 2004. 

Qualifications

  • Bachelor of Commerce (Finance), Monash University
  • Bachler of Business Systems, Monash University
  • CFA Charterholder

Gianti, Stefano (Education Manager – Swissquote Bank)

His teachings are mainly focused on the correct management of portfolio risks and maximizing profits through the use of CFDs on equity indices, commodities and currencies.
His analysis is also focused on the Macroeconomic situation of the markets and related events that could influence them. He is member of IFTA (International Federation of Technical Analysts) and SIAT (Italian Society of Technical Analysis). He is hosted on weekly basis by CNBC and other networks on the expectations and trends of the financial markets.

Khalil, Kiays (Broadcast Journalist – Dukascopy TV) 

Kiays Khalil – Broadcast Journalist
Kiays Khalil Began working in media at a very young age. At 14 he was working at three Manchester-based radio station. At 16 he began working with the BBC Sports news team as a researcher during the Olympic Games and Commonwealth Games. He graduated from the UCLAN school of journalism and was awarded the Robert Beers International Journalism award. He has worked in the Middle East and is currently a Broadcaster at Dukascopy TV.

Lovisolo, Sara (Group Sustainability Manager – London Stock Exchange Group)

Sara is responsible for sustainability management and strategy at London Stock Exchange Group, and has been recently appointed to the European Commission’s Technical Expert Group on Sustainable Finance (TEG).  She is an active member of the Consultative Group of the UN-backed Sustainable Stock Exchanges initiative and of the City of London’s Green Finance Initiative. She is also co-chair of the working group tasked with setting up the Italian government-backed Sustainable Financial Centre. She has a Masters in Economics and has co-authored a number of publications on the impact of taxation on the cost of capital.

Maurer, Mathias (COO – Crypto Fund)

Mathias Maurer is a Member of the Executive Committee and COO at Crypto Fund AG. Prior to joining the firm, Mathias built a fund administration business for Cofis Treuhand AG and was Vice President and IT project leader in the Asset Management division of Credit Suisse. Later, he was Head of Fund Accounting at Swisscanto Asset Management AG, and served as COO, Deputy CEO, and member of the Management Committee of RBR Capital Advisors AG. Mathias holds a diploma as a Swiss Fund Officer FA/IAF, is a Certified International Investment Analyst (CIIA), and a Certified International Wealth Manager (CIWM).

Morgantini, Federico (Co- Founder & CEO – Gooruf.com)

Since 1998, after graduating in Mechanical Engineering at the Politecnico di Milano, Federico has started businesses in multiple fields.
His experience in Digital Industry dates back over two decades (1997) to when he founded one of the most prominent web marketing companies in Italy, Sintetica srl.
In 2002 he became a partner and marketing manager of MotoHP, a magazine dedicated to the world of motorcycles.
In 2004 he moved to Shanghai where he opened the StudioMorgantioni, consulting to support the entry and development of Italian companies and startups in Asia. Main strategy was to leverage the local digital marketing channels.
In 2016 he started developing Gooruf project in collaboration with Blue Financial Communication Spa, company listed at the AIM Milan Stok Market. Since 2018 he is one of the Board of Director of the holding company and CEO of Gooruf Ltd.
Since the ‘90s he had the passion for writing and he was author of many articles in different magazine and of the book “Un italiano in Shanghai” (Albatros, 2011). As a natural self-starter, he was also once standing VP of Young Entrepreneurs of Milan.

Moullot, Clemence (Fund manager & Analyst – EDR)

Clemence Moullot joined Edmond de Rothschild Asset Management’s SRI team in 2014 as a fund manager and analyst.

She has a masters in management sciences from Paris Dauphine University and the Société Française des Analystes Financiers (SFAF).
She started her career in 2007 as an SRI analyst with Cheuvreux before moving to 2007 AGICAM (AG2R la Mondiale Group).

Mungo, Paola Antonella (University Professor)

Paola Antonella Mungo has been the co CEO of Azimut Group, independent listed financial group with an international presence, until the end of April 2017, having yet covered the role of General Manager from 2007 of the same group. She has been also executive committee and Board member of the companies of the group since the beginning. Previously Ms Mungo covered tasks with growing responsibilities within the legal department of the financial-insurance Group, Zurich Financial Services. After her first-class honors degree in Law, Ms Mungo carried out her lawyer apprenticeship at a famous legal firm in Milan. She’s  keynote speaker at several round-table discussions and international conferences and teaches at courses and highly specialized masters at prestigious Universities.

Parodi, Marialuisa (CIO – Soave Asset Management)

Investment manager with more than 20 years’ experience of working in international and multicultural environments,  mainly as  global fixed income fund  manager, macro analysist and strategist. Served on several Investment Committees in the UK, Italy, Switzerland and France, focusing on asset management for both institutional and private clients.
Committed to gender equality,  in the last 10 year Marialuisa has also been   actively promoting initiatives and projects  to empower women, serving as President of BPW (Business Professional Women) Club Ticino  and as member of the national BPW Equal Pay Day Task Force (2013-2016). She  currently leads  FAFTPlus, the  Federation founded 60 years ago by  the female associations of Tessin and now open for membership  to all institutions  willing to promote gender diversity and inclusion.

Rosenstreich, Peter (Head of Market Strategy – Swissquote)

 

Based in Swissquote’s headquarters in Gland, Switzerland, Peter leads a team of experienced market strategists.  Peter holds a BA in History from Clark University and MBA from Baruch College, Zicklin School of Business in the US.  Before joining Swissquote in 2007, Peter worked as a market strategist at NADEX and Saxo Bank as well as a Sales Trader at Myles Financial.

Ruhlmann, Andreas (Premium Client Manager – IG Bank)

After completing his university studies in Canada, followed by significant experiences in the trading rooms of Saxo Bank and the National Bank of Canada, Andreas joined IG Bank in 2014 to share his experiences of the markets, most specifically Forex and Equities.
In charge of the Premium Clients of IG Bank, he also regularly delivers analysis on markets and macroeconomic news to the media and provides training on trading setups, technical analysis and the trading psychology.
Follow Andreas on Twitter at  @ARuhlmann_IG

Suarez, Francesca (Head of Green Bond Research – Mirova, Natixis Group)

Francesca Suarez holds a Bachelor’s Degree in Management Engineering from Ateneo de Manila University in the Philippines and a Master’s Degree in Sustainable Development from HEC Paris, France.

She began her career as a financial analyst in Avon Cosmetics. She later joined Natixis Asset Management as an SRI analyst in 2012. She is currently the Head of Green Bond Research and is also the analyst for fast moving consumer goods and retail companies.

Talhaoui, Ahmed, CFA (Head of International Product Strategy – BlackRock’s Global Fixed Income Group)

Ahmed Talhaoui, CFA, Managing Director, is the Head of International Product Strategy for BlackRock’s Global Fixed Income Group.

Prior to joining Blackrock in 2014, Mr. Talhaoui was Head of Investments at the PensionFund of the United Arab Emirates, in Abu Dhabi. In this role, he had responsibility for the investment of the Fund’s assets, including the assessment and selection of external managers of traditional and hedge fund assets, and day-to-day responsibility for managing the Fund’s proprietary fixed income and liquidity portfolios.
He was previously Head of Portfolio Solutions with Barclays Global Investors (BGI), which merged with Blackrock in 2009.In that role, Mr. Talhaoui was responsible for the management and oversight of all EMEA Index, iShares and model based active fixed income funds.
Prior to joining BGI, Mr Talhaoui started as a front office developer at  JP Morgan in 1997, and was Head of Fixed Income Quantitative Portfolio Management at Credit Suisse Asset Management from 1999 to 2005.
Mr. Talhaoui earned a Master in Engineering in Applied Mathematics from ENSIMAG, France in 1997

Troiani, Michele (Head of Institutional Investor Relationship Manager Europe – London Stock Exchange Group)

Michele Troiani, Head of Institutional Investor Relationship Manager for Europe at the London Stock Exchange Group.

Michele joined the Institutional Investors Team at LSEG in 2013, focusing on growing the BuySide coverage and increasing their interaction with the Exchange.
He is responsible for the UK and European Asset Management coverage. Michele started his career in the equity division of Goldman Sachs where he spent 12 years, with different roles, between London, Milan and NewYork. He became Head of SalesTrading to Southern Europe in 2009.

Michele Troiani graduated with honors in International Financial Markets at Bocconi University.

van Overfelt, Wouter (PhD Senior Portfolio Manager – Vontobel AM)

Wouter van Overfelt is Senior Portfolio Manager in the Emerging Markets Bonds team.
Together with the head of Emerging Markets Bonds, Luc D’hooge,he joined Vontobel in 2013 to build up the Emerging Markets Hard Currency franchise. Previously, Luc and Wouter worked together in the fixed-income team of Dexia Asset Management.
Before joining Vontobel Asset Management, Wouter also headed the Business Control of Gaz de France (GDP) Suez Central Portfolio Management unit. Wouter has a PhD in Applied Economics from the University of Antwerp. He has broad experience in fixed-income markets, covering both developed and developing markets as well as investment-grade and high-yield markets.

Vantrimpont, Philippe (Product specialist – Fixed Income, Convertible Bonds & Multi Asset solutions – ODDO BHF AM)

2016 – 2017: Head of Fixed Income products – ODDO BHF Asset Management
2013 – 2016: Investment Advisor – Patrimoine Expertise 360
2000 – 2011: Executive Director – UBS Investment Bank

And different Director positions at Nomura Securities / Credit Lyonnais Securities/  Credito Bergamasco

 Formation :

Executive Specialized Master in Private Banking ESCP Europe
DESCAF Toulouse Business School

Vasoli, Federico (Lawyer – dMTV Europe, Member of FinanceMalta)

Federico Vasoli is a lawyer admitted to the Bar of Milan, to the Chamber of Advocates of Malta as an EU lawyer and by the Vietnamese Ministry of Justice as a foreign lawyer in Hanoi. He resides in Malta, and is a partner and director of the international law, tax and advisory firm dMTV, with offices in Malta, Singapore, Vietnam and Dubai.

He assists large groups as well as small and medium enterprises and start-ups from virtually any jurisdiction, primarily in dealing with domestic and international contracts and company law, trusts, international tax matters, in a multiplicity of industries, including manufacturing, pharmaceutical, VFAs, DLTs and IoT, wealth management and funds.

He co-operates with governmental institutions and is regularly a speaker and contract professor on international law and business matters and more recently on the regulation on distributed ledger technologies and virtual financial assets.

Versetti, Angel (Co-Founder & CEO – Ambrosus)

Angel is the Co-Founder and Global CEO of Ambrosus, the world’s first blockchain that can talk to sensors. Through his partnership Versetti & Co he has led investments in startups, social projects and early cryptocurrencies worldwide. Angel previously worked at the United Nations, World ResourcesForum, Bloomberg and was trained at Google. He was the youngest project leader and lead published author at the UN. Angel is a recognised expert and frequent speaker on innovation, technology and economic development (incl. Davos, Vatican, UNESCO, COP21). He holds a BA in History, Politics and Philosophy and an MA in Public Management, both with Excellence Scholarship from Sciences Po Paris (Instituts d’études politiques de Paris) and has certified skills in Diplomacy, Negotiations and Innovation.

Vettise, Nicole (Director and Product Strategist – BlackRock)

Nicole Vettise, CAIA, Director and Product Strategist, is a member of the Natural Resources team within the Fundamental Active Equity business of BlackRock’s Active Equity Group. She is the lead product strategist for Natural Resources Equities globally, providing a link between the investment team and account managers. Her role encompasses business development, product strategy and client communication for the Natural Resources Equity team, covering both long-only and hedge fund products.

Prior to joining Blackrock in 2017, Nicole was the senior institutional portfolio manager for Emerging Markets at RBC Global Asset Management. Prior to her role at RBC Global Asset Management, she led the Natural Resources and Global Thematic strategies at J.P. Morgan Asset Management. In her 17 years at J.P. Morgan Asset Management, Nicole also held communication and investor relations roles in Asia, Europe and London. She has also worked as a communications specialist for Credit Suisse Private Banking.
Nicole obtained a BSc in European Studies from the Institute d’Etudes Politiques in Grenoble, France and the University of Hull. Nicole is a CAIA charterholder

Welponer, Franz, CFA (Director, Head of Wholesale Italy, Ticino, Malta, Greece & Cyprus – Natixis Global AM)

Franz Welponer is the head of Wholesale Distribution at Natixis Global Asset Management for Italy, Ticino, Malta, Greece and Cyprus. He joined the company in 2006 first serving as Investment Director and Institutional Sales with particular focus on the fund selector market. Mr.Welponer began his professional career working for PensPlan Invest SGR, an investment boutique in Northern Italy, first as an analyst and then as a portfolio manager and head of the company’s commingled fund management office. He holds a degree in international economics and business administration from University of Innsbruck in Austria and a specialization in finance and financial markets from University of New Orleans, Louisiana.

Wenger, Bernhard (Head of SPDR ETF’s CH – SSGA)

Bernhard is responsible for business development and sales of SPDR ETFs in Switzerland. Prior to joining SSGA, he spent more than five years at ETF Securities where he was appointed head of European distribution in 2014, with responsibility for running the firm’s sales and business development activities in continental Europe. He has also held senior roles at Morgan Stanley, HSBC and BNP Paribas; and has a ‘European Master in Management’ from ESCP Europe (Paris, Oxford, Berlin).

Zerhusen,Philipp (Director Market Development – Factset Digital Solutions)

Based in Frankfurt, Philipp has worked in the financial industry for 25 years. Before his current role he held various international management and senior enterprise solutions roles across EMEA at Thomson Reuters, founded a number of start-ups and worked for several years in Asset and Wealth Management at Sal. Oppenheim. Philipp holds an MBA from the University of Cologne, a professional banking diploma, and certifications in bond trading, project management and CRM.