Private Wealth Italy Forum

September 15, 2022 – Milan, Excelsior Hotel Gallia

The Italy Private Wealth 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. 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.

7:30 Registration and Welcome Coffee

8:30 Breakfast Workshop: How to provide investors access and options for diversification with top-tier Private Equity funds?

9:00 Host’s Welcome Remarks

  • Vanessa Orlarey, Program Manager & Investor Relations, Markets Group

9:05 Panel Discussion: Asset Allocation and Macro-Economic Outlook for the Next 12 Months


  • Davide Tosetti, Managing Director, Tosetti Value


  • Alessandro Viviani, Head of Investment Advisory, Symphonia
  • Giorgio Castiglioni, Chief Investment Officer, Banca Passadore
  • Rocco Probo, Financial Analyst, Consultique SCF

09:40 Panel Discussion: Opportunities in Equities – Navigating a Dynamic Market


  • Marco Bernardeschi, Head of Investment Advisory, Banca Ifigest


  • Roberto Salerno, Head of Capital Markets – Italy, Deutsche Bank
  • Filippo Stefanini, Head of Selection of Third-Party Funds, Eurizon Capital
  • Riccardo Ambrosetti, Chairman and Founder, Ambrosetti
  • Speaker, Managing Director, Global X
  • Speaker, Managing Director, Asset Management One

10:15 Morning Coffee & Networking Break

10:45 Panel Discussion: Credit and Fixed Income – Reassessing the Asset Class in Uncertain Times

  • Paolo Guida, Head of Research for Private Investors, Intesa Sanpaolo
  • Roberta Rudelli, Head of Fund Selection, UniCredit

11:20 Panel Discussion: Alternatives & Private Markets: Risk, Return and Role in Portfolios


  • Enrico Ascari, Managing Partner, Quantyx Advisors


  • Marco Cerasino, Head of Alternative Investments, UniCredit
  • Andrea Perlini, Investment Manager, Fideuram
  • Sergio Trezzi, Managing Director, Nuveen
  • Speaker, Managing Director, Conversus

11:55 Breakout Educational Peer-to-Peer Discussions – Session One

Table 1 – Clean Impact Infrastructure: from public market to private market.

Hosted by: Giampaolo Giannelli, VP, Global Client Group, Nuveen

Table 2 – How to diversify a modern portfolio with private markets investments?

Hosted by: Fidelity International

Table 3 – Artificial Intelligence

Table 4 – Smart ESG and thematic investing: reinforcing each other

12:25 Breakout Educational Peer-to-Peer Discussions – Session Two

Table 1 – Responsible Investment: Daring to Address the Difficult Issues and let’s think Outside the Box

Table 2 – Equities

Table 3 – Asset Allocation

Table 4 – Sustainable Investment. Renewable Energy Opportunities

12:55 Networking Luncheon

13:55 Panel Discussion: Evaluating Real Assets, Infrastructure and Real Estate Investment Strategies


  • Massimo Maurelli, Chief Investment Officer, SPAFID Family Office
  • Luca Rancilio, Co-Founder, Rancilio Cube Family Office
  • Speaker, Managing Director, Driftwood

14:30 Panel Discussion: ESG and Sustainable Investing – Evolutions, Opportunities and Work to be Done


  • Adele Mantegazza, Analyst & Fund Selector – ESG Specialist, Banca Patrimoni Sella
  • Andrea Binelli, Head of Private Banking, Crédit Agricole Italia
  • Alessandro Greppi, Unit Linked & Pension Funds Portfolio Manager, Zurich Insurance

15:05 Afternoon Coffee & Networking Break

15:25: Keynote Fireside Chat


  • Theo Delia-Russell, Deputy Head Private Banking Division and Management Committee, Mediobanca

15:45 Panel Discussion: Asset Allocation— The Family Office Views


  • Marco Busetto, Head of Investment Managers – International Private Bank, Deutsche Bank


  • Emanuela Musci, Founder, S&O Multi Family Office
  • Elena Giordano, Partner, Investment Advisory, Alvarium
  • Sonia Dehò, Founder & CEO, SVD Consulting

16.20 Host’s Closing Remarks

  • Vanessa Orlarey, Program Manager & Investor Relations, Markets Group

16:25 Networking Cocktail

17:30 Close of Conference