Generali Investments

Leaders Forum 2024 MILAN

TIME

ACTIVITY

SPEAKER

DURATION

WHERE

9.30 - 9.45

Opening remarks

Woody Bradford

15'

Auditorium, floor -2

9.45 - 10.15

Strategic initiatives

Massimiliano Ottochian

30'

Auditorium, floor -2

10.15 - 10.45

Seed and Acceleration Capital

Filippo Casagrande

30'

Auditorium, floor -2

10.45 - 11.00

Coffee break

Cafeteria, floor -2

11.00 - 11.40

Sales plans, targets, execution

Domenico Aiello

Tim Rainsford

Paolo Casadonte

40'

Auditorium, floor -2

11.40 - 12.10

Financial plans for 2025/2026/2027

Domenico Aiello

30'

Auditorium, floor -2

12.10 - 12.25

Q&A Session

All

15'

Auditorium, floor -2

12.25 - 13.15

Standing lunch

Cafeteria, floor -2

13.15 - 14.10

Teamwork and performance + Group sessions: activity launch

Maurizia Cecchet/Cultural coach

55'

Auditorium, floor -2

14.25 - 15.10

Group sessions

Maurizia Cecchet & Team

as Moderator

45'

Lab 1, Lab 2, Lab 3, floor 16

15.25 - 16.15

Group sessions outcomes

Maurizia Cecchet + Groups

50'

Auditorium, floor -2

16.15 - 16.30

Closing remarks

Woody Bradford

15'

Auditorium, floor -2

*19.00 Exclusive visit at Fondazione Luigi Rovati & Dinner at 2* Michelin Andrea Aprea restaurant

Additional Information

Working session

From 9:30am to 4:30pm CET at GENERALI TOWER, Piazza Tre Torri, 1

Exclusive visit & dinner

7:00pm CET Exclusive visit at FONDAZIONE LUIGI ROVATI, Corso Venezia, 52

8:00pm CET Dinner at ANDREA APREA | RESTAURANT, Corso Venezia, 52

Contacts

Deborah Palmisano

Mail: EventOrganization@GI-LeadersForum2024.com

Phone: +39 320 9198 548

Transfer service for non Milan-based staying at the hotel

8:15am CET From Principe di Savoia Hotel to Generali Tower

4:45pm CET From Generali Tower to Principe di Savoia Hotel

6:30pm CET From Principe di Savoia Hotel to Fondazione Luigi Rovati

After dinner, return to Principe di Savoia Hotel

Transfer service for Milan-based

6:30pm CET From Generali Tower to Fondazione Luigi Rovati

TIME

ACTIVITY

SPEAKER

DURATION

9.00 - 9.10

Introduction to the day

Woody Bradford

10'

9.10 - 9.25

Opening remarks from

Generali Chair of the Board

Andrea Sironi

15'

9.25 - 10.15

Perspectives from Generali CIO

(including Q&A)

Francesco Martorana

50'

10.15 - 10.45

Coffee break

10.45 - 11.45

Leveraging AI in asset management

(incl. Q&A)

Panel moderator: Massimiliano Ottochian

Panel speakers:

Francesco Filia, Rainer Glaser, Armando Gonzalez, Ole Jørgensen

60'

11.45 - 13.15

Business presentations

Gretchen Lam, Thomas Spadaccini, Morten Bugge, Aldo Mazzocco, Stephen Quazzo, Philippe Benaroya, Umberto Tamburrino, Giordano Lombardo

80' (10 mins each)

13.15 - 14.15

Lunch

14.20 - 15.50

Business presentations

Bruno Servant, Denis Panel, Russell Busst, Matthew Daly, Lorraine Hritcko, Ruby Yang, Josef Benes, Philippe Lopategui

80' (10 mins each)

15.50 - 16.20

Closing remarks from Generali Group CEO and Generali Investments Chair of the Board (including Q&A)

Philippe Donnet

30'

16.20 - 16.30

Wrap-up

Woody Bradford

15'

*19.00 Aperitif at Ceresio7 Pool & Restaurant

Working session

From 9:00am to 4:30pm CET at PRINCIPE DI SAVOIA HOTEL, Piazza della Repubblica, 17

Cocktail Dinner

7:00pm CET at CERESIO 7 POOLS & RESTAURANT, Via Ceresio, 7

Additional Information

Contacts

Deborah Palmisano

Mail: EventOrganization@GI-LeadersForum2024.com

Phone: +39 320 9198 548

Transfer service for non Milan-based staying at the hotel

6:30pm CET From Principe di Savoia Hotel to Ceresio 7 Pools & Restaurant and viceversa

Leveraging AI in Asset Management

  • Francesco Filia is the Founder and CEO of Fasanara Capital, where he leads all portfolio management and research initiatives

  • Before establishing Fasanara, he held the position of Managing Director and EMEA Head of Mid-Caps & Principal Investors Group at Bank of America Merrill Lynch

  • His earlier career includes experience at JP Morgan, where he focused on Fixed Income and Derivatives. Francesco holds a degree from Bocconi University in Milan and was a scholar at Erasmus Universiteit Rotterdam

Francesco Filia

Founder and CEO, Fasanara Capital

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Rainer Glaser

Partner, Oliver Wyman

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  • Rainer is a Partner at Oliver Wyman, where he leads the EMEA data and analytics initiatives and is a key expert in generative AI and quantitative analytics

  • He has more than 18 of experience and has been focusing on consulting financial institutions globally, with focus on quantitative methodologies, risk management and advanced analytics/AI

  • He studied Theoretical and Mathematical Physics at Ulm University in Germany and the MSRI (Mathematical Sciences Research Institute) in Berkeley, California. He published various papers in leading scientific journals

Armando Gonzalez

Co-founder and CEO, RavenPack

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  • Armando is a technology entrepreneur, Co-founder and CEO of RavenPack, a leading provider of big data analytics and AI-driven solutions for financial institutions and founder of Bigdata.com, an AI research assistant for business and finance professionals

  • With over 20 years of pioneering experience, Armando is a globally recognized authority in AI and systematic data analysis

  • He holds degrees in Economics and International Business Administration from the American University in Paris. His commentary and research has appeared in leading publications including Bloomberg, Wall Street Journal and Financial Times

Ole Jørgensen

Research Director, Global Evolution

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  • Ole is Director of Research at Global Evolution, responsible for quantitative emerging markets research

  • He leads Global Evolution’s work on operationalizing AI into the investment process for forecasting purposes and sentiment analysis in frontier and emerging markets

  • Previously, he had various roles within the United Nations and the World Bank and he has also been a Professor of Economics at the University of Southern Denmark, where he got a Ph.D.

Event General Information

Contacts

Deborah Palmisano

Mail: EventOrganization@GI-LeadersForum2024.com

Phone: +39 320 9198 548

Transfer Service

All transfers services from airport or train station to the hotel, and viceversa, are managed and covered by the event organization

Hotel

The hotel (PRINCIPE DI SAVOIA, Piazza della Repubblica, 17) is booked and covered by the event organization for those non Milan-based

Dress Code

Business Casual

Location - Hotel

PRINCIPE DI SAVOIA, Piazza della Repubblica, 17

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