Algebris Investments’ 2023 Investment Symposium
Algebris Investments’ 2023 Investment Symposium
2 October 2023, 14:00 CEST | Villa Necchi Campiglio – via Mozart 14 (Milan)
Agenda
All times are in CEST.
14:00 – 14:15 Registration and Welcome Coffee
14:15 – 14:30 | Introductory speech
Davide Serra (Founder & CEO, Algebris Investments)
14:30 – 15:20 | The Algebris View: Markets, Macro and Policy
Panel discussion
- Davide Serra (Founder & CEO, Algebris Investments)
- Sebastiano Pirro (CIO & Financial Credit Portfolio Manager, Algebris Investments)
- Gabriele Foà (Global Credit Portfolio Manager, Algebris Investments)
- Silvia Merler (Head of ESG & Policy Research, Algebris Investments)
15:20 – 16:10 | Investing in Scarcity
Panel discussion
- Davide Serra (Founder & CEO, Algebris Investments)
- Valerio Camerano (Senior Partner – Algebris Green Transition Fund, Algebris Investments)
- Antonio Volpin (Senior Investment Director, Algebris Investments)
- Simone Ragazzi (Sustainable Equity Portfolio Manager, Algebris Investments)
16:10 – 16:30 Coffee break
16:30 – 17:30 Davide Serra in conversation with Roberto Cingolani (CEO and General Manager, Leonardo)
The event will be followed by an aperitif in the gardens of Villa Necchi Campiglio.
All panel discussions will include a Q&A session from the audience.
Register
To register, please fill the form below.
Scenario
Inflation, emerging markets, Europe: Positive scenario for fixed income
Inflation on its way down, more stable interest rates and a slowing economy (albeit not a recession): this provides a positive setting for fixed income markets.
On the other hand, emerging markets will be at the forefront of strong interest rate cuts and Europe will continue to provide a viable alternative to the US.
Sustainability, policy and opportunities: finding value in scarcity.
The road to energy transition seems to be paved thanks to measures such as the US Inflation Reduction Act and the European Net Zero Industry Act. In Asia, too, the transition is becoming a strategic theme.
This opens up a variety of investment opportunities: from water management to the circular economy, from digitisation to education to health care, all related to the macro theme of scarcity.
