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).
Registration
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Welcome by CFA Society Switzerland, CAIA Association & 100 Women in Finance
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Opening Keynote
Francesca Casalini, PhD | Assistant Professor of Practice, SDA Bocconi
Panel: A Dialogue between Finance and Philanthropy
Panelists:
- Giorgio Panzera | Founder & Director - Philanthropy Advisor, Fondazione Mantello Filantropia
- Marialuisa Parodi | Board Member, BancaStato
- Rosa Sangiorgio | Impact Investing Advisor, RSG Impact Investing
Moderator:
- Paola Bissoli, CAIA | Director Business Development Switzerland, Aberdeen | Global Council Member, 100 Women in Finance
Fireside Chat & Closing
Alida Carcano, CFA | Board Member, Fondazione Mantello Filantropia
Maria Silvia Sacchi I Founder & Director, Family Business Forum
Apero
Networking & Farewell
Assistant Professor of Practice, SDA Bocconi
Founder & Director - Philanthropy Advisor, Fondazione Mantello Filantropia
Board Member, Banca Stato
Impact Investing Advisor, RSG Impact Investing
Director of Business Development, Switzerland, abdrn Investments Switzerland | Committee Member, 100 Women in Finance Lugano
Board Member, Fondazione Mantello Filantropia