Milan Sustainable Investments Conference | Why It Matters?


Thursday 19 April 2018

This event is fully booked.

Sustainable investments (ESG) are becoming more and more relevant in the asset management world.
This conference will consider how these investments can bring both benefit for the society, and an improvement of the risk profile and performance of a portfolio.
We will also analyse the adoption of ESG criteria in Italy and see how the different players use these strategies within their portfolios.

Generously sponsored by

sito mi SIC


Agenda


9.00

Registration


9.20

Environmental, Social, and Governance (ESG) Issues in Investing

Paul Smith, President and CEO - CFA Institute

9.35

Trend nel mondo degli investimenti responsabili

Lorenzo Saà, Director, Global Networks & Outreach - PRI

10.05

L’integrazione dei criteri ESG nell’investimento sul debito Sovrano

Giancarlo Fragomeno, Senior Consultant - Valeur Asset Management

10.25

Gli investimenti SRI “Best in Class” secondo l’approccio unico “Micro/Macro” di Candriam

Lucia Meloni, Senior SRI Analyst - Candriam

10.45

Coffee Break


11.00

Product Involvement and Climate Risks in Fund Portfolios

Sara Silano, Editor-in-chief - Morningstar Italy

11:20

Rating e Indici ESG

Maria Lilli, Vice President, Senior Consultant - MSCI ESG Research

11:40

Chiusura lavori



Speaker's Profile


Smith foto

Paul Smith, CFA

President and CEO, CFA Institute
Paul Smith, CFA has more than 25 years of relevant financial services leadership experience in many aspects of the investment management industry. Smith joined CFA Institute in 2012 as managing director for Asia Pacific, overseeing its expansion into China and India. He later assumed leadership of the organization’s Institutional Partnerships division, which is responsible for engagement with employers, institutions, and regulators in the global investment industry. He was appointed president and CEO in January 2015. Smith is based in Hong Kong. Smith is a fellow of the Institute of Chartered Accountants of England and Wales, and worked as an auditor at Pricewaterhouse in London for four years early in his career. He holds a master’s degree in history from Oxford University and earned the CFA charter in 2001.

Fragomeno foto

Giancarlo Fragomeno

Senior Consultant, Valeur Asset Management

Giancarlo Fragomeno joined Valeur Asset Management in January 2018 after 9 years of investment banking in Paris and London. He started his professional career in Project Finance on the Oil & Gas team in BNP Paribas in Paris and in 2009. Then he moved to London where he joined Commerzbank AG, where for 8 years he was involved in structuring and distributing investment solutions and strategies based on different asset classes, ranging from equity derivatives to commodities and credit. Since 2015 I’ve developed ethical/sustainable investment strategies often based on ESG analysis. In 2016 Giancarlo became the head of the Private Bank Sales Southern Europe team, and at the end of 2017 he decided to leave Commerzbank to join Valeur Asset Management to develop and launch their first sustainable fund, Hearth Ethical Fund, a balanced UCITS V fund investing in developed countries. He graduated from Ca Foscari University in Venice with a master degree in Business Administration and from the Ecole Superieure de Commerce de Paris with specialization in Finance. He lives and works in London.

Lilli foto

Maria Lilli

Senior Associate, MSCI ESG Research

Maria Lilli is a Senior Consultant at MSCI ESG Research working in the Client Coverage team. She is responsible for the overall relationship with some of the leading Pension Funds and Asset Managers across Europe, who integrate ESG analysis in their research and investment processes.
Prior to joining MSCI, Maria worked as analyst looking at sustainability issues within the think-tank Accountability. She also worked as lawyer at the French Anti-Trust Authority and lectured at Nanterre University. Maria holds a LLM in European Competition Law from Paris-Assas University, and a Master degree in Development Studies from the London School of Economics.

Meloni foto

Lucia Meloni

Senior SRI analyst, Candriam

Lucia Meloni is a SRI analyst at Candriam Investors Group (New York Life Insurance Group)..
Before working for Candriam, Lucia Meloni worked for ISS Proxy Advisory Services (now MSCI) where, as an analyst, she produced proxy reports for institutional clients giving them recommendations on governance issues.
Lucia Meloni holds a Bachelor's Degree in Political Economy and a Master's Degree in Economics and Finance from the LUISS Guido Carli University (with honors). She is Italian and French native speaker. She’s also fluent in English and Spanish.

Saà foto

Lorenzo Saà

Director, Global Networks & Outreach, PRI United Nation

Lorenzo joined the PRI in 2009. He is responsible for the PRI’s global outreach and signatory relations strategy. Prior to his current role, Lorenzo led the Implementation Support, Investor Engagements and Reporting and Assessment teams. Before joining the PRI, he held project manager and financial analyst roles at UniCredit and MicroRate, overseeing microfinance initiatives and advising on responsible investments. He also served as an independent consultant for development organisations such as the World Bank and the International Fund for Agricultural Development (IFAD). He holds a BA in Business and Economics from the Università Cattolica, Milan, and a joint MBA/Masters in International Public Policy from SDA Bocconi, Milan and SAIS – Johns Hopkins, Washington, D.C.

Silano foto

Sara Silano

Editor-in-chief, Morningstar Italy

Sara Silano has been Managing Research Editor at Morningstar Italy since June 2012. Since early 2016, she has been Sustainability Specialist for Morningstar in Italy, in charge of promoting Morningstar sustainable investment research. She sits in the Italian SIF’s Board. She has a deep knowledge of asset management industry, mutual funds, ETFs and pension funds. Silano, who joined Morningstar Italy in 2003, graduated in Communication at Torino University. Before joining Morningstar, she worked in Bloomberg.

Complete the Survey


CFA Society and the PRI invite you to take part in a survey on ESG integration.
To complete the CFA Institute and PRI survey click here





Location: Milan, The Square Hotel - Via Albricci, 2 - 20121

Time: From 9 am to 12 pm (estimated)

Price: Free of charge

Credits: 3,0


Username:
Password:
Lost Password ?
Headhunters Login

Latest News

12/02/2018 - CFA Society Italy Launches 7th Edition of CFASI Fund Management Challenge - Read

23/01/2018 - More than 29,000 Investment Professionals Worldwide Pass Level I CFA Exam - Read

06/11/2017 - Giancarlo Sandrin, CFA talks talks about ESG on Monitorisparmio.it - Read

Events

02/06/2018 - 2018A Mock Exam Live Experience - Read

<April 2018>
MoTuWeThFrSaSu
2627282930311
2345678
9101112131415
16171819202122
23242526272829
30123456

CFASI Membership

Make Strategic Contacts
Advance Your Career
Sharpen Your Knowledge
Protect and Promote the
     Investment Industry
Every member service is designed to advance your career as an investment professional. Find out the benefits of being a CFASI Member.

Benefits