A Faculty of more than 30 reputable speakers belonging to renowned institutions such as legal, strategic consulting, asset management, trust firms and universities, all devote their unique experience and knowledge to AIFO Academy’s mission.
General Manager of Tamburi Investment Partners Spa, an independent investment / merchant bank focused on development of the medium-sized Italian companies listed on the STAR market of Borsa Italiana, with a capitalization of about 600 million euros. General Manager of Tamburi & Associati Spa, a company specialized in Corporate finance advisory (M&A, IPO and advisory), which since 2007 has been merged into TIP. He has been with TIP for over 10 years, after previous experiences in the Fiat UK Group where he has been involved in budgeting and planning, cash management and currency risk management in the financial department. He is a member of the board of directors of several Spa in the field of advisory, startup, venture capital and club deal. Author of papers and books edited by Milano Finanza.
Alberto Bianco is Partner and lawyer at Pavia Ansaldo law firm, where he is in charge of M&A, debt restructuring, planning and managing generational transition in Family businesses. He is author of several publications on this subject and speaker at numerous conferences and seminars organized by the Business School of Il Sole 24 Ore. Moreover, he is a member of the Tax & Legal Commission of AIFI (Italian Association of Private Equity and Venture Capital).
Giovanni Brambilla has developed extensive experience in the stock market working at the RAS Group as stock manager in the Pacific area and then in the field of consumer goods. Since 2000 he is part of the team of Anima SGR, where he was appointed manager of the equity markets for Pacific and emerging markets. In 2010 he founded AcomeA SGR. He holds a Master in Finance from Pavia University.
Lorenzo Bruschi is Director and Founding Partner of Vasaris Srl, the independent consulting firm offering Art Advisory services and Partner at Bigli Art Broker Srl (brokerage of works of art). He specializes in Italian art from XV to XX century. After 6 years in the antiques market, he has worked as an art expert for leading art insurance companies such Chubb and advised as a freelancer auction houses based in Italy and in London. He was director at Pandolfini Auction House and taught in courses and workshops on Art market for professionals of the financial sector. Lorenzo holds a qualification from the CCIAA of Milan and he is also a consultant to the Milan law courts. Member of RICS (Royal Institution of Chartered Surveyor), He also acts as a general appraiser for some of the leading art insurance companies. He holds a degree in Architecture.
Patrick Burke has 16 years’ experience in investment management. Prior to co-founding Consortium Capital Group, he was COO, CFO and Compliance Officer of Duet Group; an FSA regulated alternative asset management group active in hedge fund, real estate & private equity strategies. Prior to that, Patrick has been directly responsible in setting up Change Capital Partners LLP, an FSA regulated private equity buy-out firm specialising in mid-market retail. Patrick has also been Co-founder, Finance Director and Compliance Officer of HAM & Co.; an asset management company regulated and authorized by the FSA that was successfully sold and renamed Delcap Asset Management Ltd. Patrick sits on the Board of Delcap Asset Management Ltd and is currently an Advisor to The Historic Endurance Rallying Organisation (HERO),an MSA/FIA recognised Motor sports Club. He holds the investment management certificate and is authorised by the FSA since 1998. Patrick graduated from University College London with a BSc in Architecture, Building, Planning and Environmental Studies and holds an MA in Property Valuation & Property Law from City University London.
Michele Calcaterra Borri
Michele Calcaterra is Chairman and CEO of ECPI Group and ECPI S.r.l. and the Head of its sales department. He has been a senior faculty member in the Corporate Finance & Real Estate Department of SDA Bocconi School of Management and, from 1991 to 2007. As advisor in M&A transactions, corporate valuations and fairness opinions, Michele has been the driving force behind ECPI’s sustainability and ESG research since its inception. Michele was also a founder and member of the scientific board of the Ethical Finance Observatory (Osservatorio Finetica). A graduate of Università Commerciale Luigi Bocconi (Financial Economy and Corporate Finance, 1989), Michele took part in the International Teachers Program at the London Business School (1991), a faculty-development program of International Schools of Business Management (ISBM), a group of leading European and U.S. business schools.
CEO of AXA ART Italy, part of the AXA Group, Italo Carli supports analysis and quantitative research on Corporate Collection and Classic Cars. He joined AXA in 2003, he has held various positions in Italy and Europe, since he became Director of Channel Brokers and Banks. Italo Carli began his career in the IT world and then moved on to the insurance sector to become Commercial Director in Vittoria Assicurazioni. Now he is dedicated to the protection of “Passion Asset” through the insurance market. He holds a degree in electrical engineering from the Politecnico of Milano.
Matteo Cascinari is CEO of Blomming and member of the board of directors of Alef 4 and DentalPro. Matteo began his career in the media industry, first as Product Manager to the commercial Business Unit New Media of Il Sole 24 Ore Group and later as Product Manager and Marketing Manager of the newspaper Il Sole 24 Ore, where he was in charge of starting up of the Group’s satellite television project. Earlier on he was Marketing Director of Walt Disney magazine and Director of the Multimedia Unit that manages the news agency and the real time financial monitor of Il Sole 24 Ore online. He approached startup sector first as CEO of Bow and later as president of Mediajobs and Risparmio Super. Member of the Italian Angels for Growth association, he holds a degree in Economics.
Partner and member of the board of Istarter, an Italian London-based accelerator, founded by 100 equity partners and considered one of Europe’s top accelerators, having high-profile entrepreneurs and managers as partners. He was General Manager of Marzotto SIM as well as Managing Director of Antirion Sgr, and has a deep knowledge of alternative investments. Formerly he has developed ten years of experience in UBS, having been appointed as General Manager at UBS Alternative Investments Sgr. Graduated in Political Economy at Bocconi University, he holds Master in SDA Bocconi in Corporate Finance and Real Estate and Real Estate Finance.
Giulia Cipollini is Head of the Tax Department at Withers’ Italian Practice. She provides domestic and international tax planning advice on commercial, corporate, M&A and real estate transactions. In addition, she advises private clients, high net worth individuals and families on matters relating to family businesses, transfers, wealth planning, trusts, and succession issues. Giulia also lectures on Italian and international tax law at the University of Florence School of Law, La Sapienza University School of Law in Rome and the University of Pisa School of Law. She is member of the Italian Bar Association, registered member of STEP, IFA and ASLA and Member of the Special Commission on Fiscal Studies of the National Council of Italian Notary Publics in Rome, 2002-2007. She holds a degree in law from University of Ferrara.
Andrea Circi is Partner, Head of Private Clients, Partner at Studio Tributario e Societario Deloitte where he deals with large family fortunes and focuses on generational transition and estate planning. He developed his experience working in international business environments where is acquired competences in direct taxation related to corporate finance transactions. He is a Registered Auditor and Chartered Accountant and member of the Technical Committee of Taxation. His is Lecturer and Speaker in conferences and master courses and holds an MBA in Law as well as a MSc in Economics and a BSc in Corporate and International Taxation from Bocconi University.
Roberta Crivellaro is the Managing Partner of the Italian practice in Milan and responsible for the firm’s five Italian desks worldwide. She specializes in corporate and commercial cross-border transactions and international litigation as well as brands and residential and commercial real estate. Her legal training and experience, together with an in depth knowledge of various legal systems and foreign laws have heightened her ability to synthesize the principles of Civil Law (European law) with the concepts of Common Law (Anglo Saxon system). Roberta Crivellaro has developed considerable food and beverage sector expertise and, in 2014 and 2015, was ranked as a ‘Recommended Lawyer’ by Legal500 EMEA. She is member of the Italian and International Bar Association, registered as a European Lawyer with Law Society and honorary treasurer of Italian Chamber of Commerce and Industry for the UK. She holds a degree in law from University of Padua.
Fadrique de Vargas Machuca
Over the last 12 years she has assisted international leading organizations and financial institutions working as an independent consultant and trainer to design and carry out assignments centered on corporate communication, communication skills, problem-solving and leadership. She began her career as Business Analyst with A.T.Kearney then proceeded as Communications Specialist and active member of ATKearney’s Faculty. Currently, she is Visiting Professor at Università Cattolica del Sacro Cuore, Milan, IULM and ISPI (Istituto Superiore Politica Internazionale) where she teaches Communication Skills and Structuring and Storylining. She is a member of AIFO’s Executive Committee and Head of the Academy for Family Officers. Fadique de Vargas holds a degree in Economics from Bocconi University (Milan).
Yolande Escher is Director for Family Office Services at BNY Mellon Wealth Management. She is based in London from where she advises European, Middle Eastern and Asian family offices how to create operational efficiencies within a trusted, global custody relationship with the world’s largest custodian – BNY Mellon. Wealthy families increasingly seek the right partner in global custody, fund administration and investment servicing to help in setting up and running a successful family office.
Ugo Festini is responsible for the division of Advisory & Strategy of K2Real, an independent real estate consulting. He has gained extensive experience in the evaluation of real estate investment opportunities, even in the distressed (NPL) area. He has developed significant experience in various traditional and alternative sectors such as Healthcare and Energy. For several years, he intervened as a speaker at the Master “Real Estate Management” at the Politecnico di Milano. He graduated in engineering and earned his MBA at MIP Politecnico di Milano. Ugo is also a CIIA-Certified International Investment Analyst CIIA and member-RICS Royal Institution of Chartered Surveyors.
Federico Foglia is Executive Director of Belgrave Capital Management Ltd., a London-based Investment Asset Management authorised and regulated by the FCA and part of the Banca del Ceresio Group (“BdC Group”) and Investment Manager of Vitruvius Sicav, a Luxembourg based multi-portfolio and multi-advisor UCITS fund. He has been the Managing Director of Banca del Ceresio SA and worked in Merrill Lynch Mercury Asset Management, as Director of the Private Investment Management group. He served as Deputy Manager of Haussmann and was Director of Carlo Gavazzi Holding AG. Mr. Foglia Graduated in economics and political sciences from Bocconi University, Milan and is an AIAF member.
Ceo and Partner at First Advisory, an independent brokerage firm specialized in private life insurance and former founding member of FARAD International SA (supporting family offices). He has gained a broad international expertise in banking and insurance distribution, thanks to his past career with Zurich and RAS. Since 1996, he has been active in the insurance brokerage sector, where he held positions as the head of a distribution company which was one of the first to introduce unit linked, index-linked and private portfolio companies. He graduated in law from the UCSC University of Milan.
Founder and Managing Partner of K2Real, an independent real estate consulting company offering a wide range of integrated services, from investment strategy to implementation, to institutional investors, investment funds and private individuals. She is in the Board of Directors of Assoimmobiliare, the association which unites the companies in the industries, and a member of the Executive Committee of ULI (the Urban Land Institute), PGV (Professional Group Valuation9 and RICS ( Royal Institution of Chartered Surveyors). He holds a MSc in architecture from the Politecnico di Milano and an MBA in Real Estate Management from the same University. She is author of several publications dedicated to the real estate industry.
Giorgio Ghezzi began his professional career in 1990 at the Family Office of the Bassani family, owner of B. Ticino. Since 1992, he obtained growing responsibility within the Controlfida group, founded by the Severgnini family. He developed over the years a profound knowledge of financial instruments (fixed income, equity and derivatives) and asset management. In Finsev spa, he was appointed CEO in 2005 and follows the purchase of a minority stake in Mediobanca, where he has been a member of the Bank’s union syndicate for over 8 years, representing the Company. In Camperio SIM, an independent asset management company with AUM of € 1.3 billion, he is a counselor for customer families since 2007 and creates connections between the SIM and the Supervisory Bodies. In Severgnini Family Office, a company that mainly carries out trustees in favor of more than 40 discretionary and irrevocable trusts with under-trust assets of over € 800m, is Chairman since 2013. He is also General Manager and senior member of the Controlfida Investment Committee (SUISSE) SA; presides over the Foundation of Controls Staff (SUISSE) SA. He has been director and manager of various UCITS Funds under Irish law with AUM of over € 1 billion from 1997 to 2011. He has been treasurer of the ASD-BCC for over 15 years. He holds a Master’s Degree from the Finance and Banking Administration at the University of Bern.
Roberto Giacomelli is Director at Ernest & Young EY-service line Climate Change and Sustainability Services in Italy, supporting Corporate Sustainability and projects related to low-carbon transformation and other sustainability issues. He has over 10 years of experience in projects to greenhouse gas, energy efficiency and renewables. He is accredited by the Ministry of Environment as a surveyor in the European Emissions Trading Scheme and as auditor in the Responsible Jewellery Council and in Bettercoal. He holds a MSc in environmental economics from Bocconi University Milan.
Member of the Board of Directors of STRE Holding Inc. since 2015, he has 10+ years of extensive experience in project management and business development. For ST Group Patrick works in Industrial and Residential Real Estate on Australia and USA, where he is also member of the Board of Directors of ST Australia Real Estate, ST USA Real Estate and of all Coweley Companies in Australia. In 2011, he was part of the jury in charge to select the project for the Swiss pavilion for “EXPO 2015 MILANO”. In 2012 he worked as Director of Business Development for Tarchini Group, participating in relevant projects in both the real estate and the tourism sector. In 2013 he was appointed on the Board of Directors of Casino Lugano SA. He holds an Executive Masters degree in Business Administration from the University of Italian Switzerland.
Founder and managing partner of K Capital Group, an independent consulting and financial research firm that offers portfolio advisory services, has gained a multi-year experience in research and management roles across a broad range of clients (institutional and retail / high -net-worth) and strategies (including both equity and fixed income). Before K Capital Group was portfolio manager for Orient Global, a private investment fund based in Dubai; portfolio strategist for Lehman Brothers in London and analyst for Citigroup Asset Management and Lazard’s Private Wealth Management division, always in London. Graduated in Political Economy at Bocconi University, he holds a Master in Finance at the London Business School and is Chartered Financial Analyst (CFA®) charterholder. He is also a member of the Board of Directors of CFA Society Italy and Chair of the Advocacy Committee.
Filippo Lotti, Managing Director of Sotheby’s Italy, began his collaboration with Sotheby’s in Florence in 1987 at the auction of the Mona Bismarck library. Working closely with the Department of Ancient Books of London he contributed to build, year after year, the sector in Italy, becoming also a famous auctioneer. This duty regarded him with the “White Gloves” prize, the highest honor for a Sotheby’s auctioneer during the Corsini auction held in Florence in 1994. Expert in ancient books, Filippo graduated Philosophy at the University of Florence.
Francesca Romana Lupoi
Francesca Romana Lupoi is a Lawyer and Partner at Lupoi Law Frm with offices in Rome, Milan and Genoa since 1988. She is Vice President and Executive Director of the “The Trust in Italy” the Association based in Rome which comprises more than six hundred professionals and banking institutions as members. She is also member of the Study Commission on Trusts at ODCEC of Rome and professor at the University of Genoa where she teaches the MBA course on Trusts and professor at Ipsoa. She is lecturer at conferences dedicated to trusts and other generational transition related topics, as well as consultant to several banking institutions. She graduated with honors in Law from the University La Sapienza in Rome.
Patrizia Misciattelli delle Ripe
Patrizia is Founder of AIFO, the Italian Association of Family Offices, which she chairs since 2006. The Association is devoted to increasing the awareness and building knowledge and tools to advise the Italian Family Office Community on how protect and foster sustainable family wealth and values in the long term. Previously she held top executive roles in leading Italian and International Financial Institutions: Board Director and COO of Finanza & Futuro (1986-1996) from start up to exit, General Manager with BNL Investimenti BNP Paribas (1996-1999) and General Manager with J. Rothschild Assurance Italy. She also started-up Nascent Sim, with Rothschild Assurance and was CEO (1999-2003). Based on her highly recognized competences and professionalism, over the last 30 years she has built the credibility that has enabled her to develop a strong network of consolidated relationships within the financial and banking sectors, both nationally and internationally which support AIFO’s mission. She holds a degree in Philosophy from the University of Bologna and is author of two books published with “Il Sole 24 Ore” and Franco Angeli. Currently, she carries out mentoring project to help the rising generation to succeed in wealth transition and is a speaker on events about Family Offices.
In the last 15 years, he has been partner and founder of two Private Equity funds based on PMI. He is a founding partner of Pigreco Corporate Finance where he advices his clients particularly in accounting and auditing. Daniele Monarca has also contributed to launching and developing several successful start-ups. Since 1984, he is Accounting Professor at Bocconi University where he also teaches Commercial Law. Moreover, he teaches business evaluation at both SDA Bocconi and at the “Ordine dei Commercialisti di Milano”, He is a member of AIAF (Italian Association of Financial Analyst) and is accounting auditor in several listed and unlisted SGR. He is author of a book published by Sperling & Kupfer in 1994 and holds a degree in Management from Bocconi University.
With a background of 30 years professional experience in commercial real estate, Roberto joined Colliers International Italia in the beginning of 2016 as Managing Director, where he is based in the Milan office. He currently manages the team of over 35 local advisors and is responsible for further growth of Colliers and its service lines in Italian market.
During his career, Roberto has established a reputation of scale in consulting and advisory for corporate and institutional clients. His range of experience encompasses the financial services, office, industrial and retail sectors. Throughout the years, Roberto has developed expertise in Valuation, Office Agency, Corporate Services, Tenant Representation, Property Development Services, Capital Markets and Advisory.
Giovanni Pagani is Founder and CEO of Open Partners SA. He began his career with UBS in Zurich, while continuing his academic studies, where he worked in the M&A team of the Investment Bank, prior to joining the risk management team. Later he joined the fixed income team at UBS Asset Management and became Managing Director. Giovanni was also a member of several key investment committees at UBS, a member of the Board of Directors of UBS Asset Management in Italy and representative of UBS in the committees of other large banks. He teaches Finance at CIIA, Certified International Investment Analyst and holds an MBA in Economics from Lausanne University (HEC) and a MSc in Physics from the Federal Institute of Technology, Switzerland.
Since 2001 in the faculty of Master in Corporate Finance at Bocconi School of Business as Coordinator and Professor in Effective Negotiation and on Legal Finance issues. Financial advisor in civil and criminal proceedings and negotiator in arbitrations and corporate finance deals, such as restructuring and reorganization processes. Advisor of private and public mutual institutsons on investments selection and asset management. Author of articles on finance and markets subject and speaker/organizer of events on markets and companies development.
With over 25 years of experience in the banking industry, Paola Pierri concluded her career as General Director of UBM, the UniCredit Group’s Investment Bank. After having long worked in the non-profit sector, in 2006 she was appointed Executive Director of the Unidea-UniCredit Foundation, where she worked on issues related to public health in the Sub-Saharan Africa and on projects of social inclusion in the countries of Eastern Europe. In 2009 Paola left the UniCredit Group to establish the Pierri Philanthropy Advisory and offer a full-time consulting and training service on philanthropy and social finance issues to enterprises, banks, family offices and foundations. She holds an MSc in Economics from La Sapienza University.
Pierangelo Pollini is Founder and CEO of Business Awareness Institute, an consulting boutique specialized in Change Management and Leadership Coaching, whose mission is to promote Business Awareness, the innovative business culture based on the alignment between the personal values of human resources and the growth strategies based on sustainability. He has developed a thirty year experience as HR & Organization Manager in multinational companies such as Lazard spa, SCA Hygiene Products, NETS corporation Japan, Unibind know Belgium. He is a Professional Coach, Certified Facilitator and is vice president of Assocoach Italy.
Roberto Randazzo is a Lawyer, Partner of R&P Legal, an Italian independent law firm, specialized mainly in corporate and business law and highly experienced in international contracts. Over the last few years, he has focused on new areas of legal advice combining business to social innovation. He has developed a solid experience in innovative startups and non-profit legal entities and provides legal advice particularly on social business matters, social finance and impact investing. He is lecturer at Bocconi University in Milan where he teaches non-profit law, as well as lecturer at SDA Bocconi Master in Social businesses and non-profit Organizations & Cooperatives Management. He is the author of several publications and papers on non-profit law and impact investing. Since 2012 he is Honorary Consul to the Republic of Uganda in Milan.
Alex Ricchebuono is Partner at Advanced Capital SGR with the role of Head of Sales. Alex has more than 20 years of international experience within the asset management industry, focusing on fund distribution. He spent almost eight years with Janus Capital Group as Co-Head of European distribution, developing the Western European business and opening the Italian office where he was also appointed as legal representative. He was Investor Relation at Brevan Howard, and prior to that spent more than 2 years with Credit Suisse as Managing Director, where he promoted the Custom Markets Platform, a range of UCITS Alternative Funds managed by the Investment Banking division. Most recently he was Head of Southeast Europe for La Française AM, a subsidiary of Credit Mutuel Nord Europe and worked with American Express, Investec and Bnp Paribas. He holds a degree in Economics from the Turin University.
Silvia Stabile is Of Cousel at BonelliErede Law Firm and advisor to leading museums, contemporary art galleries, artists, designers, photographers and cultural foundations, public and private archives, Italian and foreign publishers. Currently, she is Adjunct Professor of Law where she teaches Planning an creating Art and Culture Events, at the Contemporary Art Master held by Alma Mater Studiorum of Bologna University. She also teaches Law of Photography at the Masters in Photography & Visual Design NANA, and is author of several publications and articles on copywriting, cultural heritage, art and intellectual property. He writes on “Plus 24 Art Economy” Il Sole 24 Ore, “The Art Newspaper” and is speaker at seminars and national and international conferences. Silvia, before joining BonelliErede, was the IP & ART Partner at Negri-Clementi Law Firm. She holds a BA in Law and a PhD from the University of Milan.
Michele Troiani is Head of Institutional Investors Relationship manager at London Stock Exchange. He joined the Institutional Investors Team at LSEG in 2013, focusing on growing the BuySide coverage and increasing their interaction with the Exchange. He is responsible for the UK and Europe Asset Management coverage. Michele started his career in the equity division of Goldman Sachs where he spent 12 years, with different roles, between London, Milan and New York. He became head of Sales Trading to Southern Europe in 2009. He graduated with honors in International Financial Markets at Bocconi University.
Fabrizio Vedana, lawyer, TEP, and the Deputy General Director of Unione Fiduciaria. He has experiences on Trust Union, trust, family agreements, the real estate funds, money laundering, banking contracts, financial and information technology, management of corporate obligations and rules 231. Fabrizio is publicist and lecturer in masters and conferences. He is also Member of STEP and has achieved, in 2010, the membership of the Trust and Real LIST practitioners (TEP). Honorary member of I.N.E.E.D. “New Ethics Institute of Economics and Law”, Member of the Commission Protection of dell’ODCEC Heritage of Milan, the Association of Supervisory Bodies 231, Dell’Aira Member (Italian Association of Anti-Money Laundering Officers), the Ambrosoli Centre of Studies, the Center for Studies Anti-Money Laundering and Compliance Pierluigi Vigna and the SFEF Magazine Editorial Board, published by Egea-Bocconi. Co-author of several books, he graduated in law at the University of Pavia.
Giuseppe Violetta is Partner at Simpla Srl, a consulting firm that offers advanced services to protect and manage family assets by using its expertise-innovative and customized solutions. Member of the Scientific Committee of the trust company RATIONALE SA, he is an expert of trust acts, estate planning for families, entrepreneurs, and stateless persons “without traditional family”. At Simpla he assists clients in business succession planning and wealth. It was a partner of the Argos Group (independent fiduciary) and has worked a legal and tax practice firm associated to Deloitte in Milan, allowing him to qualify as a Chartered Accountant. He spent many years abroad working in consultancy for High Net Worth lndividuals. Partner of “The Trust in Italy” Association and member of the Society of Trust and Estate Pratictioners (TEP). He graduated in business administration and holds a Master in International Taxation Certin/ Bocconi.
Alessia Zorloni is Of Counsel at CBA Law firm and adjunct professor at IULM University, Milan. She worked as an Associate Researcher at The Boston Consulting Group in the Milan office, where she completes a research project funded by the European Community (Marie Curie Fellowship) on economic management of museum and cultural institutions. Prior to joining BCG, Alessia worked at the Wien Kunsthalle, where she completed a three-year research project on museum management funded by the Austrian Science Fund (FWF). Alessia has been a visiting scholar at the Tate Modern, Guggenheim Foundation and at the Smithsonian Institution, where she has been awarded the Smithsonian’s Fellowship in Museum Practice. Alessia received a Ph.D in Economics of Communication from IULM University and a Master’s Degree in Arts Management from City University, London. She presented papers at national and international conferences and published on scientific and managerial reviews.