post event report

SPONSORS

EDUCATIONAL PARTNER

The Italian Summit Rome 2019, held at the Aldrovandi Villa Borghese hotel in Italy’s capital, brought together 15 national and international speakers across a tightly organised two day event within a boardroom format.

Delegates listened to presentations from nine asset man-agement groups including UBS Asset Management (UBS AM), Legal & General Investment Management (LGIM), RWC Partners, La Financière de L'Echiquier, Edmond de Rothschild Asset Management, Principal Global Investors, Carmignac, Sycomore Asset Management, and 1167 Capital.

We were delighted to partner with the CFA Society of Italy as our educational partner. A fascinating panel discussion and a wine tasting event added to the proceedings.

Post event report

57ATTENDEES

4.5/5.0OVERALL EVENT

RATING

OUR FUND SELECTORS

• Private Bank

• Asset Management Company

• Family O�ce

• Independent Financial Adviser

• Discretionary Investment Management

• Investment Consultancy

• Pension Fund

• Insurance

• Wealth Management

• Retail Bank

COMPANY TYPEJOB FUNCTIONS

• Chief Investment O�cer

• Financial Analyst / Fund Analyst

• Head of Investment and Fund Selection

• Fund Analyst

• Portfolio Manager / Investment Manager

• Head of Fund Selection

• Financial Advisor

• Managing Director / Partner

• Head of Fund Research

• Head of Finance Department

• Wealth Manager

HOW TO WEATHER CHALLENGING FIXED INCOME MARKETS?

Benjamin Melman, Head of Asset Allocation and Sovereign Debt,

Edmond de Rothschild Asset Management

EMERGING MARKET GOVERNMENT BONDS: HOW TO SOLVE THE BIG CHAL˜LENGE OF THE LOW INTEREST RATE ERAFelix Martin, Fund Manager and Partner,

1167 Capital

EMERGING MARKET GOVERNMENT BONDS: HOW TO SOLVE THE BIG CHAL˜LENGE OF THE LOW INTEREST RATE ERAMatthew Sethard-Wright, CEO and Partner,

1167 Capital

ESG & PERFORMANCE: THE ENDOF MISCONCEPTION

Sonia Fasolo, Echiquier Positive Impact & Echiquier Major SRI Growth Europe fund manager, La Financière de L'Echiquier

NAVIGATING EMERGING MARKETS FIXED INCOME IN SEARCH OF ALPHA

Uday Patnaik, Head of Emerging Market Debt, Active Fixed Income,

Legal & General Investment Management

RIDING THE BUSINESS CYCLE: A DY˜NAMIC APPROACH TO FIXED

INCOME INVESTINGFederico Verdirrame, CFA, Client

Relationship Manager, UBS Asset Management

FLEXIBLE AND UNCONSTRAINED INVESTMENTS IN CREDIT MARKETS

Pierre Verlé, Head of Credit and Fund Manager, Carmignac

CONVERTIBLE BONDS IN UNCERTAIN MARKETS / WHY

CONVERTIBLES NOW?Justin Craib-Cox, Co-manager of the RWC

Defensive Convertibles Fund, RWC Partners

SYCOMORE PARTNERS: FLEXIBILITY IS A DRIVER TO GENERATE ALPHA

Emeric Préaubert, Founding Partner & Co-Head of Portfolio Management,

Sycomore AM

EMD TOTAL RETURN: AN EFFICIENT "ALL˜WEATHER" STRATEGY

Damien Buchet, CIO Total Return, Finisterre Capital

TOPICS & SPEAKERS

Vittorio Eboli, JournalistSky TG24

Stefania Luzi, Head of Economics and

Finance, Mefop

Filippo Stefanini, Head Mul-timanager Investments &

Unit LinkedEurizon Capital

Orazio Di Miscia, Head of Asset Allocation and Portfolio Management of Liquid Asset

Classes, Poste Vita

Dr. Roberto Violi, Senior Director, Portfolio Risk

Management Dept.Banca d'Italia

PANEL SESSION

Moderated by Sky Tg24's TV news anchor Vittorio Eboli, it addressed some of the hot-test topics for Italy’s fund industry, ranging from the current regulatory changes on the institutional space to the challenge of finding alternatives at a time when yields on “safe assets” such as government bonds is among the foremost areas of dis-cussion. Panelists agreed that regulatory evolution has been recently the major driver of change to the industry.

The discussion ranged from an overview on the asset class to the suitability of liquid and illiquid alternatives depending on the investors' goals and environment.

MODERATOR

PHOTO ALBUM VIDEO HIGHLIGHTS

JOIN US NEXT YEAR!21st - 22nd MAY 2020

Our second edition of the Italian Summit to be held on the 21st - 22nd May 2020 will provide an excellent opportunity for leading asset managers to showcase their expertise, thought-leadership and investment philosophy to Italy’s top fund selectors.

We anticipate that this event will quickly sell out therefore please contact us to secure your sponsorship speaking slot to:

ELIOT MORTONHead of Sales, InvestmentEuropeeliot.morton@incisivemedia.com

+44 (0)20 3727 9945

ERICA GEDDESBusiness Development Manager

erica.geddes@incisivemedia.com+44 (0)20 7484 9895