Gold Sponsors

BlackRock

About iShares
iShares® is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 700 funds globally across multiple asset classes and strategies and more than $1 trillion in assets under management as of September 30, 2016, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm.1
1
Based on $5.117 trillion in AUM as of 9/30/16.

Silver Sponsors

Lyxor Asset Management

Lyxor Asset Management
Founded in 1998, Lyxor Asset Management is the management company of Société Générale Group. With more than 600 experts around the world, Lyxor manages more than 119 Billion Euro of assets under management (as of August 2016). Lyxor culture is focused on the achievements of results and it is grounded on the principles of innovation, flexibility and transparency. Through careful planning, expertise, reliability and passion, Lyxor has a unique approach to Asset Management. This materializes into three business lines:  
ETF & Indexing, Alternative Investments and Multi-Asset & Structured Investment. The first ETF listed on the Italian Exchange dates back to 2002. Since then Lyxor has continuously promoted innovation with an ETF range which ranks among the most diversified and liquid. Its pioneering spirit together with the wide expertise in the sector has allowed Lyxor to become the third biggest and long-lived ETF provider in Europe.Any information on Lyxor ETFs is available on the website  www.ETF.it and calling toll-free at 800 92 93 00.

Lyxor International Asset Management
Tour Socété Générale – 17, cours Valmy
Paris La Defense Cedex
 FRANCE
Tel. +39 0289632528 - www.ETF.it

Contact person: Marcello Chelli
Tel. +39 02 89632528 - 
Mobile +39 3404263353
 

Amundi ETF

About Amundi ETF: Having been a pioneer of the European ETF market, Amundi ranks among the top five European ETF providers, with €25bn in assets under management*. Amundi ETF offers institutional investors a broad range of 100 ETFs characterised by:

  • quality products
  • continuous innovation
  • competitive prices

Dedicated teams are located in eleven European countries and rely on a wide network of “Authorised Participants” (more than 50* market makers).

*Source Amundi Asset Management /Bloomberg 31/12/2016. Funds may not be authorized for distribution in every country. It is the investor’s responsibility to ensure that they are authorized to invest in a fund.

UBS

UBS ETFs have a long-term track record of providing index-based investment solutions to clients. In 2001, UBS launched its first ETF. It was the beginning of a success story and today UBS is the fourth European ETF provider and  one of the fastest growing in Europe, with almost 32 bn USD in AUM (source: ETFGI, January 2017). In Europe, UBS offers a wide range of ETFs, replicating more than 70 market indices with over 170 fund and currency share classes, covering equities, fixed income, commodities and alternatives. There are 70 UBS ETFs listed on Borsa Italiana. UBS ETFs are managed by UBS Global Asset Management, with more than 700 bn USD of AUM and a long-term commitment passive management (200bn USD in indexed products and managing passive assets for 30 years). For more information on UBS ETFs, please visit: www.ubs.com/etf.

db X-trackers ETFs

Deutsche Asset Management
With EUR 719 billion of assets under management (as of June 30, 2016), Deutsche Asset Management is one of the world's leading asset managers. Deutsche Asset Management offers to retail and institutional clients traditional and alternative investment solutions across all major asset classes. db X-trackers are Exchange Traded Funds (ETF) -  an investment solution that combines the advantages of listed stocks and funds in a single product. db X-trackers ETFs can be traded exactly as stocks in exchange markets and offer transparency, low costs and efficient index replication methods. European-domiciled db X-trackers ETFs are set up as UCITS compliant funds. The European platform, launched in 2007, has roughly 54b € of asset under management (as of 23.08.2016), and offers more than 210 ETFs. db X-trackers currently stands as the fifth ETF provider in the World and the second in Europe for asset under management.

Deutsche Asset Management 
Via Filippo Turati 27 - 20121 - Milano - Italy
tel.  +390286379843 - www.dbxtrackers.it

Contact person: Mauro Giangrande
Tel. +390286379843
Mobile + 39 3331014870
 

Sponsors

ACPI Investments Limited

ACPI Investments Limited is an independent Investment Management company founded in 2001 by to ex Partners of Goldman Sachs to manage part of their wealth.
ACPI has Headquarters in London, has 70 Professionals and manages USD 5 billion.
ACPI has also offices in South Africa and Jersey.
The Group is owned by the Partners and it is regulated in the UK by the FCA, in the US by the SEC, in South Africa by the FSB and in Jersey by the JFSC.
ACPI focuses on 3 main areas:
-        Wealth Management: The Group looks after the financial interests of 120 families based world-wide
-        Principal Investments: The Group originates, structures and invests in direct transactions both in private equity and private debt
-        Asset Management: the Group internally manages a number of long only funds (multi managers, multi assets and country specific India equity and balanced funds)
ACPI has no conflicts of interests as the capital of the Partners are invested along side the ones of our clients.
The ethos and focus of the Group is on capital preservation and active management on a total return basis.


 

BNP Paribas

THEAM was formed in 2011 by BNP Paribas Investment Partners to combine the fund management expertise of an established asset manager and the research and investment capabilities of a global bank. With €38,7 billion* of assets under management, THEAM specializes in pioneering fund solutions focused on capital protected, indexed and model-driven investments.THEAM is part of BNP Paribas Investment Partners, the 7th biggest asset manager in Europe with 556 billion of assets under management and presence in 35 countries. THEAM offers a complete range of solutions centred around three poles of expertise:
• Quantitative investment solutions: obtain performance by tapping into models tailored to each asset class and clients’ risk targets
• Protected Solutions: capture potential market appreciation while controlling the risk of capital loss
• Index and passive based investments: easily access the performance of geographic, sector or thematic indices; replicated accurately
*30 Settembre 2016

Degroof Petercam

Degroof Petercam is a private and independent financial institution with a long history of successes since 1871. With more than 1,400 employees and more than EUR 50 billion in assets under management, the group is headquartered in Brussels.

The Institutional Asset Management division has a strong institutional background since the early seventies and has established a strong leading position in the pension fund industry in Belgium. It offers proven expertise in various traditional asset classes such as fixed income, equities, multi-asset, total return, and responsible investments.  Within the group, Degroof Petercam Asset Management offers a wide, well diversified and award winning fund range.For 30 years, Banque Degroof Petercam Luxembourg has been providing private banking services as well as asset services for a wide range of funds.Degroof Petercam Asset Services, its full subsidiary, offers a one-stop shop solution, including provision of UCITS and AIFM management company services.With EUR 29 billion assets under administration, our bank in Luxembourg and its subsidiary have 294 funds under administration with clients originating from 14 countries.

Degroof Petercam Asset Management – Italian branch
Via Monte di Pietà 21, 20121 Milano

Contacts:
Alessandro Fonzi, CFA, e-mail: a.fonzi@degroofpetercam.com tel: +39 02 86337 223
Aniello Pennacchio  e-mail: a.pennacchio@degroofpetercam.com tel: +39 02 86337 316

Degroof Petercam Asset Services
12, rue Eugène Ruppert, L-2453 Luxembourg

Contact person:
Catherine Ferrari e-mail: c.ferrari@degroofpetercam.lu  tel: +352 26 64 50 2183

 

 

 

Candriam

Candriam Investors Group
Candriam Investors Group (“Candriam”) is a leading pan-European multi-specialist asset manager with a 20-year track record and a team of 500 experienced professionals. Managing about €96.6 bln AUM at the end of June 2016, Candriam has established management centres in Luxembourg, Paris, Brussels and London, and has experienced client relationship managers covering Continental Europe, the UK, the Middle East, the USA and Australia. Its investment solutions cover five key areas: fixed income, equities, alternatives, sustainable investments and advanced asset allocation. Through conviction-driven investment solutions, Candriam has earned a reputation for delivering innovation and strong performance to a long-standing, diversified client base in over 20 countries.
Candriam Investors Group is a New York Life Company. New York Life Investments  ranks among the world's largest asset managers 

Candriam Investors Group
Via dei Bossi, 4 20121 Milano Italia
Tel. 02 3182 8365
www.candriam.it 

Contact person: Ergys Luga
Tel. 023182 8383
Mobile +39 340 7274 265
 

Anima SGR SpA

ANIMA is a reference point in the Italian asset management industry, with assets under management of 71.4 billion euros (data as of June 30, 2016), more than one hundred distribution agreements and some one million customers. ANIMA is a growing business, with more than 240 professionals: more than 65 are dedicated to investment and product development, over 50 work in sales and support, over 65 in supervision and control and over 50 in the operating platform. Through a combination of diversified and complementary backgrounds and know-how, ANIMA's products and services figure among the widest available on the Italian market. ANIMA offers Italian mutual funds, open-ended umbrella funds domiciled in Ireland and in Luxembourg, and pension funds. The range of products includes wealth management services both for retail and institutional clients.

Anima Sgr
Corso Garibaldi 99
20121 Milano Italy
www.animasgr.it

Contact person: Andrea Mandraccio
tel. +39 02.80638329

 

J O Hambro Capital Management

J O Hambro Capital Management (JOHCM) was launched in 1993 as an independently managed investment boutique. We offer an alternative to the large, traditional investment management firms. We have built our business by hiring "best in class" fund managers that work in small teams and manage money according to the investment styles that they have developed over their careers. We have no house investment style and no house investment view. JOHCM currently manages a total of 16 long only equity strategies, covering UK, Europe (including and excluding UK), Japan, Asia ex Japan, Global (including and excluding US) and Global Emerging Markets strategies. Assets under management as at 30st June 2016 were EUR 26.1 bn. Since October 2011, JOHCM has been a wholly owned subsidiary of BT Investment Management, a leading, Australian listed fund management firm and a prominent Australian equity manager. JOHCM continues to operate as a stand-alone boutique and is a significant part of the BTIM Group.

J O Hambro Capital Management Limited
Ground Floor, Ryder Court- 14 Ryder Street,
London, SW1Y 6QB United Kingdom
Tel. +44 (0) 2077475678
www.johcm.co.uk

Contact person: Bogdan Popescu
Tel. +44 (0)20 7747 5610
Mob. +33 (0)670 272 407
bpopescu@johcm.co.uk

NATAM MANAGEMENT COMPANY S.A.

NATAM is a Management Company providing  services to institutional investors, asset managers and investment firms. Based in Luxembourg and authorized to manage Funds both in UCITS and AIFMD regimes.   NATAM is part of a strong banking group, Banca Finnat, and is led by a management team with recognized experience and know-how.  
The distinctive values of our third-party management company are competence, accuracy and reliability.  NATAM provides tailor-made financial solutions to Financial Institutions, Intermediaries and Investors.
The vast range of services offered by NATAM allows Customers and Partners:

  • to benefit from expert and competent support, NATAM ensures daily monitoring of asset management activities in a rigorous, attentive and proactive manner; 
  • to focus on their core business (typically: Investment management and Distribution), acting as the single point of contact in Luxembourg for the fund promoter and providing a hassle-free environment; 
  • to allows fund promoters to quickly set-up and launch a bespoke regulated fund with the coordination of the delegates and service providers;
  • to provide cost-efficient solutions benefitting from potential economies of scale, particularly in terms of reporting costs and managing frequent regulatory changes.


Contacts:
NATAM MANAGEMENT COMPANY S.A.

Bd D'Avranches 32-36
L-1160 Luxembourg

Contact person:
Alberto Alfiero, Chairman of NATAM and Deputy General Manager of Banca Finnat 
Sante Jannoni, Managing Director of NATAM
ph. +352 264 979 2112

Sicav

Finlabo Investments Sicav was one of the first UCITS launched in Europe and now counts with more than 10 years of experience, offering private and institutional investors a varied set of alternative strategies, each of them with different risk-profit profiles. These strategies create value through a highly active management and a sophisticated quantitative approach. The investment manager, FinLABO SIM, developed the quantitative models and software that guide the investment strategies of the Sicav. In particular, the asset allocation process is based on in-house stock picking and dynamic hedging models, which allow maximizing Alpha while minimizing risks. Currently, Finlabo Investments Sicav is composed of four sub-funds: FinLabo Investments Sicav – Dynamic Equity: Long/short equity investment strategy with geographical focus in Europe. FinLabo Investments Sicav – Dynamic US Equity: Long/short equity investment strategy with geographical focus on North America. FinLabo Investments Sicav – Dynamic Emerging Markets: Long/short equity investment strategy with geographical focus on emerging markets. FinLabo Investments Sicav – Dynamic Allocation: A balanced and flexible sub-fund that combines equity investments strategy and fixed income strategy.

DIAMAN SICAV

DIAMAN SICAV is an independent Sicav based in Luxembourg, which uses only quantitative methods for its funds management. Diaman Sicav focuses on risk control and research of new investment strategies. Although specialized on a market niche and conscious that quantitative methods are not the universal solution, Diaman Sicav focuses on Rigour and Research to grant its Clients the best performances and risk reduction.  Diaman Sicav manages 6 funds with different performances/risk profiles through complementary methodologies, aiming to offer a investment strategies diversification to investors.

EI Sturdza

EI Sturdza is an independent asset management business whose roots are very much with investors. Although we were established in 1999, we are part of the Swiss private banking group led by Eric Sturdza himself. Our heritage in the private client arena gives us a very unique point of view and consistently motivates us to put the investor at the heart of every key decision about our funds and portfolio managers. Our track record as expert selectors of portfolio management talent is testament to this ideal. EI Sturdza Investment Funds is our brand name and encompasses E.I. Sturdza Strategic Management Limited (EI Sturdza) as the Investment Manager for the Sub-Funds of E.I. Sturdza Funds plc. Innovative Management Model: The portfolio teams managing the range of investment strategies are not employees of EI Sturdza. They maintain their full independence in a tight partnership which puts our investor sat the center of decisions. The advantages of this model are that we can partner with the best investment talent, completely free from the constraints inevitably imposed by in-house investment teams. Portfolio managers and teams focus exclusively on managing money. Not only are they relieved from administrative, legal and marketing “distractions”, but backed by EI Sturdza’s institutional-quality operations. Our investors benefit from a double-layer of risk management. The first layer is embedded within each individual portfolio team; whilst the second layer takes place at EI Sturdza’s level, including operational risk, market risk and regulatory compliance across multiple jurisdictions.

 

Capital Strategies Partners

Capital Strategies Partners is an independent brokerage firm regulated by the Spanish Securities and Exchange Commission (registration no. 230), specialised in searching for asset managers that have a talent for local distribution. Our know-how, experience and cross selling ability provide a turnkey solution for asset management companies without local sales force. Based in Madrid, with local offices in Lima, Lugano and Lisbon, Capital Strategies Partners creates comprehensive business plans based on branding, product adaptation, marketing, sales and customer service for asset managers willing to outsource their business development and focus on pure money management.
Qualified and institutional investors envision Capital Strategies Partners as a source of investment ideas that complement and facilitate their decision-making process. Capital Strategies Partners offers to fund buyers a unique products range, diversified by asset class and investment strategy.

Media partners

DC FINANCE

DC Finance is proud to present the Annual London Family Office Conference, to be held at the Four Seasons Hotel, London, June 6th. Last year's conference was attended by over 100 family offices executives and high net worth individuals and received astounding reviews from both attendees and sponsors. The conference provides a limited number of sponsors an opportunity to interact with a carefully select group of senior investment executives from 100+ affluent family offices. Each attendee is personally qualified and invited by DC Finance. Topics to be covered through a series of panel sessions and presentations include: Investment in High-Tech, Real Estate, Art, Direct Investing and Family Office Deal Flow, Philanthropy and Families in Business. Keynote Speakers: Ms. Gina Miller, Founder of SCM Direct.com and MoneyShe.com, Dr. Percy Barnevik, CEO/Chairman of ABB, Astra Zeneca, Skanska, Sandvik, General Motors and DuPont, Mr. Dov Moran, Inventor of the USB Flash Drive and Founder of Grove Ventures.

Fondi online

Fondi online is the first Italian independent information website completely dedicated to the Asset Management industry (online since 2000).

We offers financial information to readers for free, using an easily comprehensible language in order to provide useful tools for investment purposes.
Strong editorial content presence (Italian and International market) developed both by the internal editorial staff and in cooperation with the main Italian and foreign asset management companies.

Fondionline provide its contents through websites (www.fondionline.it; www.fondiesicav.it; www.videofinanza.it), magazines (Fondi&Sicav and 361GRADI) and Apps created to reach also the mobile channel with financial news aggregator tools (AllinOne and myETF).
Independence, focus and competence: FondiOnline group.

Finanzaoperativa.com

Finanzaoperativa.com is online since January 2013. Gianluigi Raimondi, Massimiliano Malandra and Floriana Liuni are the financial journalists who founded the website based on a formula that unifies financial analysis and new media. Our business:
• Operative investment information and advice based on technical and fundamental analysis;
• Focus on asset classes, asset management, investments, macroeconomics, personal finance and financial education;
• Video interviews on our Youtube web channel;
• Portfolios;
• Trading systems from our contributors;
• A weekly Newsletter;
• A website for portfolio backtest (www.backtest.eu)

Funds People

Funds People Italia is a specialized magazine that offers the most up to date contents to the professionals of the mutual funds and asset management industry. Daily news are  published online at www.fundspeople.it, in-depth analysis are discused in the paper edition of the magazine. Our readers are mutual fund managers, institutional investors, fund distributors and private bankers 

 

The Mankoff Company

The Mankoff Company is a full-service marketing consultancy specializing within the financial & technology industries, with an expertise in trading and latest technology. Our firm partners with the client to determine need and designs targeted and results-driven marketing plans, networking forums, interactive seminars, lead-generation campaigns, white papers, press releases, product promotion campaigns, b2b programs and establishment of a web and social media presence. The Mankoff Company's signature After the Bell events, which have been tackling top-of-mind issues for 7+ years in FinTech, makes complicated topics approachable.

TRADERS' magazine

Since January 2013, TRADERS’ publishes the Italian edition. TRADERS’ Magazine has established itself as THE information and communications platform for the trading elite. TRADERS’ is the perfect guide to those looking to become professional traders and for those who have already joined their ranks, regardless which investment timeframe, market or vehicle you prefer. It is not without reason  that TRADERS’ magazine is known as- Your personal trading coach.

MondoAlternative

MondoAlternative, who has born from the ten-year experience of MondoHedge, is the first and only Italian multimedia provider of financial information entirely dedicated on alternative investments.

MondoAlternative offers the following services with its website www.mondoalternative.com: the access to a Database with report of quantitative and qualitative analysis for all the Italian hedge funds, more than 2.200 offshore hedge funds, the investible indices, the alternative UCITS funds and calculates the indeces of the Italian FOHFs and of the alternative UCITS funds in collaboration with Eurizon AI.
The editorial products are the monthly magazine MondoAlternative in Italian and English version and periodical dossiers about specific topics.
In January 2010 it started an additional research and editorial hub through the acquisition of ETF Consulting and the launch, by ETF Consulting, of MondoETF, the first Italian monthly magazine focused on ETF and ETC markets.

Contact:
Tel. +39 02 67339151
info@mondoalternative.com
www.mondoalternative.com

IOS Press

Commencing its publishing activities in 1987, IOS Press (www.iospress.nl) serves the information needs of scientific and medical communities worldwide. IOS Press publishes around 90 international journals and about 75 book titles each year on subjects ranging from computer sciences and mathematics to medicine and the natural sciences. One of its journals, Algorithmic Finance (www.iospress.nl/algorithmic-finance), is both a nascent field of study and a new high-quality academic research journal that seeks to bridge computer science and finance. Another journal of interest is Risk and Decision Analysis (www.iospress.nl/risk-and-decision-analysis) which has a focus on mathematical and systematic approaches to risk (statistics, probability theory), Bayesian statistics and learning, stochastic modeling, stochastic and optimal control in addition to quantitative approaches to extreme risks and their management.

The Lantern Research

FinLantern (managed by “The Lantern” Research SA)  is a fast-growing  international network founded in 2009, with a database of 120,000+ finance professionals (Financial Analysts, Economists, Portfolio Managers, Corporate Finance Advisors, Traders …) from all over the world. The network aims to support its members’ activities and to increase their visibility in the international financial community.
FinLantern is headquartered in Lugano (Canton of Ticino, Switzerland), where it has rapidly achieved leadership in the organization of events in the financial sector, thanks to a specific database of 8,000 finance professionals based in the area of the Canton of Ticino.  Through a network of partners, Fin Lantern can organize road-shows, fairs, presentations, seminars and courses in Lugano, Geneva, Zurich, Milan, Paris, Montecarlo, Munich, Frankfurt, London, New York …
FinLantern is also the promoter of: Lantern Fund Forum (Lugano), FinDating (Geneva), Lantern International Fiscal Forum (Lugano)

MarketPlus.ch

MarketPlus.ch is a new independent publishing website specialized  in economic and financial information, it aims to become the reference point for the whole Swiss financial community being written in english (the “financial language”).
MarketPlus.ch offers also a unique opportunity becoming part of its editorial project. Companies with strongh know-how and skills on specific topics, can publish articles becoming Contributors of MarketPlus.ch. The visibility of Contributors is also and above all granted by the creation of their own branded page, where are collected all published articles, interviews, videos, analysis, … and where readers can find all the main info about the company (logo, description, contacts, list of main services/products..).

INVESTORS' Magazine

Innovation, Independence, Clarity: the basis of INVESTORS’, the species evolution in the financial publishing, the Agorà for professional consultants and investors, the finance for an aware future. With its modern and interactive format, INVESTORS’ is the investment Culture platform in Italy: elegant paper and digital magazine, INVESTORS’ Tour Events, Webinar and periodical newsletter.

ETFWorld.it

ETFWorld.it online since 2001 is the portal of reference for issuers of ETF, ETC and ETN who wish to market their products in Italy. Access to the site is free and provides investors a wealth of information regarding these financial instruments including in-depth product analysis, underlying indices, currency cross and asset allocations. ETFWorld.it sends out a weekly newsletter to all subscribers.

UniMoney

Traduzione simultanea durante il convegno, a cura di UniMoney www.unimoney.it

Founded in 1990, UniMoney is a leading company in the linguistic services sector, specialized in the economic, financial and legal field.

Our services:

Our translators are mother-tongue professionals, specialized in their fields and with many years of experience.

Our translations are all carefully checked. Each text is translated by a native speaker and is subsequently reviewed by a colleague to ensure a very high quality end product.

Scripomarket

The beauty will save the world (of finance). The overused quote from the Idiot of Dostoevskjj could be paraphrased in an attempt  to create new value in those markets that  are now  living with anxiety and fibrillation the closure of the stock exchanges, victims of the equity volatility.  

Beauty is what the collector is looking for, the cultured and tasteful people, the object that survives the everyday and the present: the classic that knows no crisis. Refinement, originality. The luxury of the unusual and sought. Maybe it’s time that financial investors see the collecting, not just that of the art, but that historical, precious, as a safe market, and at the same time able to generate an increase in value, since it still has great growth potential.

Investing in beauty and history, as for Scripophily, numismatics, philately, paper money and the ancient written documents, is perhaps the only opportunity to see your own asset grow up, and at the same time to preserve the memory of beauty.
For this reason Scripomarket become the landmark for all those who wish to be informed about the world of the prestige collecting, recognizing its investment potential, in addition to discover its historical and artistic qualities.  
Scripomarket is unique in its kind, able to connect two worlds that for long have touched but essentially ignored.  

The project was born from Scripo SRL, a society founded by Alberto Puppo, an entrepreneur who has always combined the use of computer science with the promotion of contents of culture and excellence. Because basically script, intended as typeface and writing, evokes the impression, leaves signs, which is basically what distinguishes human beings from animals. The desire to etch History, to leave a trace behind. And to do that through excellence, what deserves to remain, to be saved. Immortality through beauty.  
 

Quantconferences

Quantconferences.com - the only conference directory for quantitative finance and algorithmic trading. We link to the majority of related quant conferences, symposiums, conventions and congresses.

Endorsement

Ascosim

ASCOSIM is the Association of Financial Advisory Firms, set up on 28 January 2010 from some advisory firms authorized by CONSOB to provide investment advice, according to the existing Mifid legislation and joint regulations Bank of Italy-Consob.

On June 18th 2014 the Association has modified its statute in order to allow the entry of qualified associates such as Financial Advisory Firms (SCF), having the legal status of S.r.L. or S.p.A., according to Art.18ter of Italian Financial Regulation (TUF)

 

SIAT – Societą Italiana Analisi Tecnica

SIAT -  Società Italiana Analisi Tecnica -  is the Italian association of financial markets technical analysts. Founded in 1986, SIAT replicates from the Italian perspective the guiding principles of IFTA – International Federation of Technical Analysts -  the international non-profit organization, founded in May 1986, with member societies in 24 countries.

Nafop

Founded in 2005, the National Association of Fee Only Planners (NAFOP) is the Italian Association of Independent Financial Advisors and Independent Financial Consulting fee-only firms.
Its 250 members include professionals and companies. 
NAFOP aims to regulate and develop the profession of Independent Financial Advisors - those remunerated on a fee only basis by their clients - as well as spreading awareness of the practice.
 

CFA Society

CFA Society (CFASI) was founded in 1999 as a non-profit organization of investment professionals who agree to abide by the Code of Ethics and Standards of Professional Conduct.
CFA Society Italy promotes the highest ethical and professional standards within the Italian investment industry and encourages professional development through the CFA® Program, the CIPM® Program and the Claritas® Program.
Establishing an ongoing series of events for investment practitioners, CFA Society Italy offers a range of educational opportunities and facilitates the open exchange of information and opinions among investment professionals. 
The Society is affiliated with CFA Institute the global, not-for-profit association of investment professionals that leads the investment industry by setting the highest standards of ethics, education, and professional excellence.

Contacts: www.cfasocietyitaly.it - info@cfasi.it

Aifirm
Associazione Italiana Tesorieri d'Impresa

The Italian Association of Corporate Treasurers, AITI, was founded in 1992 by some 20 Treasurers of Italian and multinational companies. Its main task is the development of the Corporate Treasurer figure via seminars, training courses, meetings and publications. AITI activity is supported by some commissions, dedicated to particular technical issues. AITI is recognized as technical partner by all major Financial Authorities. Members have reached the number of 670 and local delegations have been created. AITI is member of EACT (European Association of Corporate Treasurers).

 Titolo Italiano:	Confassociazioni

CONFASSOCIAZIONI (Confederazione delle Associazioni Professionali www.confassociazioni.eu) is the organization of unitary representation of Federations, Coordinators, Associations, Businesses and Professionals engaged in professional activities "not organized in orders and colleges", in Italy and in Europe. Born in July 2013, includes, actually, 273 professional organizations which bring together more than 460thousand professionals, approximately 122thousand companies and represent an important part of the Italian economy. An economic system that generates 9% of the country's GDP (21% taking into account the associated companies). Its aim is the protection and the promotion of voluntary professional system, enhancing their role in the constitutional, legislative, economic and social Italian system and in the corresponding European areas.

Contact our team

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