The 3rd Annual Private Wealth Italy Forum is the region's leading conference for family offices, high net worth wealth managers, and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The forum’s content was developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across Italy.
Our agenda covers asset allocation and protection, equity
markets, fixed income, alternative investments, as well as succession planning
and an outlook of the financial markets and the global economy. This event is
completely closed-door and invitation-only, and it has been designed to enable
genuine peer-to-peer learning and networking for the regional private wealth
community.
Advisory Board
Felice Angelo
Panigoni, Head of Asset Management, Banca
Aletti
Paolo Guida, Head of Research for Private Investors, Intesa SanPaolo Private Banking
Lorenzo Crispoltoni, Senior Portfolio Manager Equities & Alternative Investments, Fideuram
SERIES KEYNOTE
|
Theo Delia-Russell, Deputy Head Private Banking Division and Management Committee, Mediobanca Theo Delia-Russell is considered one of the leading experts in private banking and asset management in Italy.
Previously he worked in strategic consultancy for US multinationals, after which he led the private banking operations of a large Italian commercial bank, before joining Mediobanca.
Theo Delia-Russell is now Deputy Head di Mediobanca Private Banking, where he has managed the development of the Bank’s private markets offering, making Mediobanca the clear market leader in this segment.
He teaches private banking as part of the Financial Intermediaries Economics course at Milan Catholic University, having specialized in Wealth Management at the Wharton School of the University of Pennsylvania in the United States.
His book "Private Markets: l'Asset Class del Futuro" was published by AIPB Editore in 2021. |
SPEAKERS
Paolo Guida Head of Research for Private Investors Banca Intesa Sanpaolo
Lella Russo Head of Advisory and Investment Centre Banca Monte dei Paschi di Siena
Emanuela Musci Founder S&O Multi Family Office
Andrea Binelli Head of Private Banking Crédit Agricole Italia
Andrea Caraceni Founder & Chief Executive Officer CFO SIM
Riccardo Ambrosetti Chairman and Founder Ambrosetti Asset Management
Gabriele Besacchi Managing Director, Private Investments Alvarium Tiedemann
Sonia Dehò Founder & CEO SVD Consulting
Marco Busetto Head of Investment Managers – International Private Bank Deutsche Bank
Marco Bernardeschi Head of Investment Advisory Banca Ifigest
Francesca Sabatini Head of Equity Research Banca Profilo
Rocco Probo Financial Analyst Consultique
Lorenzo Palleroni CEO and Managing Director Vontobel Wealth Management
Luca De Biasi Partner & Wealth Leader Italy Mercer
Emilio Pastore Head of Finance and Treasury HDI Assicurazioni
GOLD SPONSORS
PAST SPONSORS
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Key Discussion Topics
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
With inflation rates declining and indications that the Federal Reserve may be slowing or pausing its aggressive policy restraint, how will markets react and where new opportunities for investing will arise?
NOW AND THEN: IMPACT, ESG AND RESPONSIBLE INVESTING
Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2023 and beyond?
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2023. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING
Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?
FIXED INCOME INVESTMENTS
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodating monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2023 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.
THE FUTURE OF WEALTH MANAGEMENT
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies and wealth management services are looking towards a better future.
PRICING
| Early Bird I | 1,500 USD | 04/28/23 |
| Early Bird II | 1,900 USD | 06/09/23 |
| Pre-Event Registration I | 2,200 USD | 07/07/23 |
| Pre-Event Registration II | 2,600 USD | 08/11/23 |
| Event Registration | 3,000 USD | 09/26/23 |
VENUE
NH Collection Milano CityLife
Via Bartolomeo Colleoni 14
Milan
Italy 20149
CLICK TO VISIT VENUE WEBSITE
