Rothschild & Co
I studied Industrial Engineering in Bilbao (Spain, my country of origin) and Copenhagen (Denmark). I started my career in business consulting (Accenture) in Spain and subsequently moved to Paris to study business. I then moved to London where I lived and worked for 6 years (Capital Markets, Bank of America Merrill Lynch "BofAML").
In London, I met Andrea, my husband and father of our two daughters, Nike and Chloe. We decided to move to Milan, where, career-wise, I had to start all over again. I learned Italian while commuting to Lugano to work for a small private bank (Banca Zarattini, a client of mine at BofAML). Once I mastered the language, I found a job in Milan, at Rothschild & Co (Asset Management division), where I currently work as a Director, responsible for the Italian wholesale business and for the Spanish market.
Within finance, my true passion is Impact Investing. I strongly believe that finance can be a force for good and that Impact Investing can help us humans achieve the United Nations' Sustainable Development Goals (UN SDGs). The world needs trillions of USD to achieve the UN SDGs before 2030. Currently, there are billions invested (by governments and philanthropy mainly) to achieve these goals. That's way too little. The good news is that the money exists: it is in private hands. We need this private capital to achieve the world's most pressing goals and Finance can be the bridge that allows this capital to reach the other shore, i.e., to reach those who are most in need, as well as to build a greener and cleaner planet for everyone. At Rothschild, we are currently launching a Microfinance investment fund. We are also exploring the feasibility of launching a European Affordable Real Estate fund (my personal initiative).
My other passion is Gender Equality (SDG #5). I am working tirelessly both inside and outside my organization to promote Gender Equality.
Outside Rothschild, I co-founded MWE with my dear friend Simonetta Cristofari. MWE's mission is to build a clear moral and economic case for gender parity and for an inclusive culture in the financial industry. For us, gender is just a starting point for addressing diversity: our vision is an industry that welcomes everyone, regardless of gender, background, sexual orientation, age, race, ethnicity or religion. An industry that becomes more diverse, more inclusive, more human, more social and more environmental.
Inside Rothschild, I am also a Gender Parity advocate and a member of the Women Leadership Forum (WLF), an initiative launched by Alexandre de Rothschild a year ago, a month after taking over the leadership of the firm from his father David. I have attached a couple papers I wrote as a member of this initiative.
I am also a volunteer of the Rothschild in the Community program; I am the mentor of a brilliant high school student (female) from an economically disadvantaged background. My role is to support her in the pursuit of her aspirations and to make a meaningful difference in her professional life.
I am engaged in all of the above because I believe that the world we want to leave to future generations will come by choice, and not by chance. We can choose to contribute to positive change. As women, we need to stand together because one woman can be ignored, ten women can be discarded, but all of us together constitute half of the population and we become unstoppable. At this crucial point in history (with raising inequalities, increasing social, political and cultural divisions, rapid technological change disrupting entire industries and the post-war international order at risk), it is crucial for men and women to stand united and work hand in hand to build a fair, inclusive and sustainable future, for EVERYONE.
Director, Business Development
Aberdeen Standard Investments (Suisse)
Paola is a director for business development and member of the board of Aberdeen Standard Investments (Suisse). She joined the company as a result of the merger between Aberdeen Asset Management and Standard Life in August 2017. Paola joined Aberdeen in 2015 from Saint George Capital Management (part of UnipolSAI Assicurazioni, formerly Fondiaria-SAI Group) where she was CEO and Investment Manager. Previously, Paola worked as Hedge Fund Manager for Banca Gesfid (Fondiaria-SAI Group), Vicos SA, Banca Zarattini &CO.
Paola has been a director of the London board of the 100 Women in Finance association from 2013 to 2018 and founded the Lugano-Milano locations with a group of like-minded industry colleagues in 2010. She is co-head of CAIA Zurich Chapter since 2017. Paola graduated with a MSc in Chemical Engineering from Politecnico di Torino (1998).
Since 2014, Guendalina is the Chairwoman and General Director of Inversis Gestion, a Spanish asset management company part of the Banca March Group. With more than 15 years of experience in asset management, she previously worked in international firms like CNP and Allfundsbank in Madrid and Intesa SanPaolo in Milan covering roles related to multimanager, from fund selection to portfolio management. Guendalina is a CFA Charterholder and she is actively involved in gender diversity being a board member of the CFA Spain - Woman in Finance group. Moreover, she is currently the Chairwoman of the International Advisory Board for Fund Selection, a board aimed to promote fund selection development. She graduated in Financial markets from the University of Bergamo.
Dal 2014, Guendalina ricopre il ruolo di Presidente e di Direttore Generale di Inversis Gestion, societá di gestione facente parte del gruppo finanziario March. Con oltre 15 anni d'esperienza nei mercati finanziari, Guendalina ha maturato una esperienza internazionale laborando per grandi gruppi finanziari come CNP e Allfundsbank a Madrid e Intesa SanPaolo a Milano ricoprendo vari ruoli associati con il multimanager (dalla selezione di fondi alla gestione di prodotti multimanager). Guendalina e' CFA charterholder ed e' involucrata attivamente in progetti relativi alla diversità di genero essendo membro del consiglio CFA Spain - Woman in finance. Inoltre presiede l'International Advisory Board for fund Selection, un organizzazione internazionale cui obiettivo e' lo sviluppo dell'attivitá relativa alla selezione dei fondi. Guendalina e' laureata in Economia dei mercati finanziari presso l'università di Bergamo.
Director - Head of Italy ETFs, ETPs and open end Funds, Listing and Market Development
Borsa Italiana, London Stock Exchange Group
Silvia joined Borsa Italiana in 1999 where she initially worked in the SeDeX and MOT markets, taking care of covered warrants, certificates and bonds, listing and products. Prior to that, she was part of the Paribas securities services covering foreign clients. She started her career in Morgan Guaranty Trust in 1996. Since 2008 she is Head of Italy ETFs, ETPs and open end Funds, Listing and Market Development, for Borsa Italiana, London Stock Exchange Group, responsible for ETFplus market and, since 2014, also for ATFund market, the market dedicated to open end funds. Silvia graduated from Bocconi University in Economics.
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 18 years he has been based in London writing about funds and investments . From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope.
Team Asset Allocation Research
Since 2018, Patrizia is heading the team of Asset Allocation products in Pramerica SGR, after 12 years as Head of Fixed Income Asset Allocation at Fideuram Investimenti. Previously, Patrizia was a fund manager for credit and ABS in Nextra. Previously, she worked as macroeconomist at Deutsche Bank, London. She was a professor for International Economics at Pompeu Fabra, Barcelona. She wrote a book "Investire con le obbligazioni" (with L.Bagato, Hoepli). She was a researcher at Fondazione Eni Enrico Mattei, Milan and she published several working papers. She also temporarily served the European Commission, DGII - Economics and Finance. Patrizia attended Pompeu Fabra University, where she obtained a Master and a PhD in Economics cum laude. She graduated at Bocconi University with a degree in Economics (cum laude).
Chief Investment Officer
Zurich Investments Life Italy
Betti Candia is the Chief Investment Officer of Zurich Investments Life Italy, based in Milan. Her responsibilities include the oversight and the asset management of the Investment unit in Italy, covering the assets of the Life, the General insurance as well as Unit Linked and Pension business, totaling to approximately 12,5 bn EUR. Before Zurich, Betti was the Chief Investment Officer of Groupama Assicurazioni based in Rome, where she was responsible for the strategic asset allocation of the local unit in close coordination with the financial department of the French holding company. She was also overseeing the Treasury and Real Estate department. Prior to Groupama, Betti was the Chief Investment Officer at Ergo Previdenza in Milan. She also brings along bank experience since she was the Head of Private Banking at Banca Aletti and the Head of the European Equity Desk at Gestiras in Milan. Betti is an Italian citizen and holds a degree in Business Administration from Ca' Foscari University of Venice
Senior Portfolio Manager, Asset Allocation
Fideuram Investimenti SGR
Matteo Cassiani, CFA, CIPM, is Senior Portfolio Manager, Asset Allocation, at Fideuram Investimenti SGR.
Before joining Fideuram, he was Head of Portfolio Management at Banca Popolare di Vicenza, as part of the team involved in the restructuring of the institution.
Previously, he held senior positions, as Head of Equities, covering global equity markets and managing multi-asset portfolios.
At Arca Sgr S.p.A., where he began his career as a buy-side analyst, from 2001 to 2008 he held the position of senior portfolio manager in charge of Global Emerging Market portfolios.
Matteo is Adjunct Professor at Università Politecnica delle Marche, from 2015, and at Università Cattolica del Sacro Cuore di Milano, from 2018.
He was President of CFA Society Italy (CFASI) from 2011 to 2016 and Member of the Board of Directors of the Society from 2008, holding also the role of Treasurer and Officer (from 2009 to 2011).
He earned the CFA Charter in 2004 and the CIPM certificate in 2017, from CFA Institute.
Co-General Manager and Head of Investment & Products
Magna Cum Laude degree in Mathematics, University "La Sapienza", Rome.
Master of Science in Mathematics, Courant Institute of Mathematical Science, New York University.
She started her career at Chase Manhattan Bank New York in 1989 as Derivatives Specialist and continued in JP Morgan where she managed the bank bond portfolio and later managed the private clients' portfolios.
She moved to Bipiemme Gestioni SGR SpA in 1999 as Head of Investments and she was member of the Investment Committee. In 2001, she has been appointed General Manager of Bipiemme Private Banking SIM.
In October 2003, she joined UniCredit Group as Chief Investment Officer in UniCredit Private Banking to become later, in 2009, Head of Global Investment Strategy.
In 2013, she has been appointed Head of Global Investment Department in UniCredit SpA
Later in 2016, she was named Co-General Manager and Head of Products and Investments area in Cordusio SIM.
She has responsibility for Cordusio SIM Investments Committee, and she is also member of Cordusio SIM Product Committee, Member of Business Continuity & Crisis Management Committee and Member of Risk and Internal Controls Committee.
She is Member of Fineco Bank Board of Directors.
Director, Head of Global Marketing & Branding
Allianz Global Investors
Francesca joined AllianzGI in 2008, where she was responsible for Marketing and Communication. In September 2018 she took over the role of Head of Global Brand Strategy and since January 2019 she is now the Head of Global Marketing and Branding for AllianzGI.
Prior, she worked in Merrill Lynch Global Wealth Management where she covered the role of Sales Manager and before she worked in London for JPMorgan Asset Management and Blackrock covering different international roles in the marketing, communication and brand. She is part of the European Inclusion and Diversity Committee as well as member of the Italian Inclusion and Diversity Team in AllianzGI plus she is part of Global Work Stream to support Disability.
She holds a Bachelor of Arts in Art History from John Cabot University and a Master in "Global Marketing Communication & Advertising" from Emerson College, Boston, USA.
Global Head of Business Development (LRI Group)
Co-Founder at FondsFrauen
Manuela Froehlich is Global Head of Business Development at LRI Group in Luxembourg. Her responsibilities comprise growing the business internationally and implementing a global distribution network to support the asset management clients of LRI Group in raising capital for their Luxembourg fund vehicles, worldwide.
Manuela has nearly 30 years' experience in the banking & Investment industry, focusing on the areas of client services & solutions, managing international sales teams and implementing successful distribution strategies. She started her career in Germany at HypoVereinsbank in 1991 and moved to London 10 years later to join F&C Investments, in order to develop their mutual fund sales business from scratch. During the following 10 years, Manuela was responsible for building up an international client service team and to support and later lead international distribution of mutual funds across Europe and LATAM.
In 2014 Manuela became co-founder of Fondsfrauen, the leading German speaking business network for women in asset management, reaching over 2000 women in Germany, Austria and Switzerland. The successful development and the international demand is now supporting Fondsfrauens' efforts to expand into other countries, starting with Luxembourg.
Head of Retail & Senior Director Marketing & Sales
Natixis Investment Managers
Laureata in Giurisprudenza presso l'Università Cattolica del Sacro Cuore di Milano e titolare di un Master in Giurista Europeo d'Affari conseguito presso l'Université Paris X. Nel 1998 inizia nel Gruppo Intesa presso Intesa Asset Management, prima nell'ambito dell'Area Progetti Speciali e Attività Internazionali, assumendo poi l'incarico di sviluppare la clientela istituzionale italiana ed estera in seno alla Direzione Commerciale. Nel 2002 è entrata a far parte del Gruppo Natixis, con la Responsabilità del settore Marketing Istituzionale e Client service per l'Italia presso la sede dell'asset management di Parigi prima e dal 2003 presso la Succursale italiana. Dal 2005 ha assunto la Responsabilità dello Sviluppo Commerciale della Clientela Istituzionale prima e successivamente per le reti di distribuzione. Oggi è Senior Director e Responsabile Distribuzione Retail per Natixis Investment Managers Italia.
Vlasta Gregis è Managing Director, con un'esperienza nel settore di oltre 15 anni ed è in Capital Group dal 2012. Proviene da una significativa esperienza in Aviva Investors come Business Development Manager e ancora prima ha rivestito il ruolo di Relationship Manager in Julius Baer. Vlasta ha conseguito una laurea in legge presso l'Università di Bergamo.
Vice President, Fund Selection
DWS Multi Asset Group, London
Guido heads the London based fund selection team of the Multi Asset Group of DWS with a vast remit across traditional and alternative asset classes, active and passive instruments.
He joined DWS (at the time Deutsche Asset & Wealth Management) in 2015, with 6 years of industry experience. Prior to joining, Guido was a senior investment analyst for liquid alternative strategies and related portfolios construction for institutional clients at Bourne Park Capital, London. Guido began his career as a junior trader for government bonds at Unicredit, Milan.
Guido holds a Bachelor Degree in Economics and MSc in Finance from the University of Florence and Copenhagen Business School; He is a CFA Charterholder and Certified EFFAS ESG Analyst.
Head of Fund Selector Relationships
Italy Country Head, Wholesale & Retail, LGIM /
President of CFA Society Italy
Giancarlo Sandrin is President of CFA Society Italy since 2016 and he is responsible for LGIM's Italian Wholesale & Retail market. He joined LGIM in 2018 from BlackRock where he held the title of Head of Asset Manager Clients for iShares Italy and was responsible for developing the ETF business among the Italian wholesale market. Prior to that, he was part of HSBC investments covering the Italian wholesale market. Giancarlo graduated from Bocconi University in Economics and he is a CFA Charterholder.
Sara Silano joined Morningstar in 2003, where she has been Managing Research Editor since 2012. Sara has a deep knowledge of asset management industry, mutual funds, ETFs and pension funds. Moreover, she is part of the Morningstar ESG Thought Leadership Team and she is in charge of spreading the awareness of sustainable investments through financial education, editorial contents, research, media and events. She has been a member of the steering board of Italy SIF/the Italian Sustainable Investments Forum (SIF) since 2017. She graduated in Communication Sciences at University of Turin and she has been in the investment industry for 20 years.
Managing Director and Head of Product Development
Kate Webber is managing director and head of product development at Calastone, a company she joined in 2014. Prior to that, she worked at DST (then IFDS) and BNY Mellon leading product and strategy for two big TA groups. She previously worked at the investment management consultancy team of PwC, working on high profile launches, supplier selections and remediation programmes. She started her career at Fidelity Investments, where she held a variety of roles.