Capital that Changes the World Begins with a Choice: A Dialogue between Finance and Philanthropy

Event Details

The event will be held in Italian 

How are investments evolving when values, purpose and focus on change come into play? Join us for an evening of exchange between finance and philanthropy professionals, featuring a keynote and panel discussion exploring how to integrate wealth strategy with value creation for society. From the evolving client–bank relationship to building a lasting legacy, and the role of foundations as impact enablers: Diverse perspectives, one shared goal — aligning capital with purpose.

This event qualifies for up to 1 PL credit. CFA Society Switzerland members can record PL credit  for their participation using the online tracking tool (CFA Institute login required).

 

 

Agenda

Moderator & Speakers

Francesca Casalini, PhD

Francesca Casalini, PhD

Assistant Professor of Practice, SDA Bocconi

Giorgio Panzera

Giorgio Panzera

Founder & Director - Philanthropy Advisor, Fondazione Mantello Filantropia

Marialuisa Parodi

Marialuisa Parodi

Board Member, Banca Stato

Rosa Sangiorgio

Rosa Sangiorgio

Impact Investing Advisor, RSG Impact Investing

Paola Bissoli, CAIA

Paola Bissoli, CAIA

Director of Business Development, Switzerland, abdrn Investments Switzerland | Committee Member, 100 Women in Finance Lugano

Alida Carcano, CFA

Alida Carcano, CFA

Board Member, Fondazione Mantello Filantropia

This event is organized in collaboration with CAIA & 100 WF

Thank you to our Professional Learning Sponsors

Thank you to our Networking Sponsor