About the event
Please be invited to a business breakfast, where CFA Association Russia and Giuseppe Ballocchi present the Future of Finance , a project that develops CFA Institute thought leadership to help shape the future of the investment profession according to CFA Institute values.
Dr. Giuseppe Ballocchi, CFA is passionate about bridging the gap between the theory and the practice of finance with a pragmatic, multi-disciplinary approach. He is a partner with Alpha Governance Partners and specializes in derivative strategies. Dr. Ballocchi serves on a number of company and investment fund boards.
The event will focus in particular on the Investment Firm of the Future and the Investment Professional of the Future. Giuseppe Ballocchi will also conduct a skill map exercise and lead a discussion on opportunities for member value and the engagement of CFA local societies in the context of CFA Institute Future of Finance project.
Dr. Giuseppe Ballocchi, CFA is passionate about bridging the gap between the theory and the practice of finance with a pragmatic, multi-disciplinary approach. He is a partner with Alpha Governance Partners and specializes in derivative strategies. Dr. Ballocchi serves on a number of company and investment fund boards.
The event will focus in particular on the Investment Firm of the Future and the Investment Professional of the Future. Giuseppe Ballocchi will also conduct a skill map exercise and lead a discussion on opportunities for member value and the engagement of CFA local societies in the context of CFA Institute Future of Finance project.
The main points:
Fintech Disruption
New technologies promote new business models; disruption and creative destruction are endemic
Parallel Worlds
Engagement in society differs by geography, generation and social group; effects on financial services participation and preferences
Lower for Longer
Interest rates stay low, global growth disappoints, and political instability rises
Purposeful
Capitalism Investment industry becomes more professional, ethical, and client-centric
INVESTMENT PROFESSIONAL OF THE FUTURE
Changing Roles
Adaptability is essential / Change is anticipated / AI+HI will become the norm / Teams will dominate / Work–life integration is the goal / Asia Pacific growth continues
Changing Skills and Careers
More investment professionals are motivated by learning than by compensation / Soft skills is the topic most pursued across all career phases / T-shaped skills are valued / Many important skills are difficult to find / Time spent in on-the-job learning is high / Career catalysts exist
Changing Cultures and Organizational Context
The world of work is changing / Firms are managing the employee experience more / Workplace design is an enabler of culture / Technology will change cultures / Training will increase
New technologies promote new business models; disruption and creative destruction are endemic
Parallel Worlds
Engagement in society differs by geography, generation and social group; effects on financial services participation and preferences
Lower for Longer
Interest rates stay low, global growth disappoints, and political instability rises
Purposeful
Capitalism Investment industry becomes more professional, ethical, and client-centric
INVESTMENT PROFESSIONAL OF THE FUTURE
Changing Roles
Adaptability is essential / Change is anticipated / AI+HI will become the norm / Teams will dominate / Work–life integration is the goal / Asia Pacific growth continues
Changing Skills and Careers
More investment professionals are motivated by learning than by compensation / Soft skills is the topic most pursued across all career phases / T-shaped skills are valued / Many important skills are difficult to find / Time spent in on-the-job learning is high / Career catalysts exist
Changing Cultures and Organizational Context
The world of work is changing / Firms are managing the employee experience more / Workplace design is an enabler of culture / Technology will change cultures / Training will increase
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Speaker
Giuseppe Ballocchi, CFA
Partner with Alpha Governance Partners, specializes in derivative strategies.
Dr. Giuseppe Ballocchi, CFA, is passionate about bridging the gap between the theory and the practice of finance with a pragmatic, multi-disciplinary approach. He is a partner with Alpha Governance Partners and specializes in derivative strategies. Dr. Ballocchi serves on a number of company and investment fund boards. He is an Adjunct Professor and member of the Steering Committee for the Master in Finance at the University of Lausanne and a Visiting Professor at the University of Malta. He is a member of the Future of Finance Content Council of CFA Institute and represents CFA Institute on the IFRS Advisory Council. He served on the Board of Governors of CFA Institute, where he chaired the Audit and Risk Committee. He also served as President of CFA Switzerland. Dr. Ballocchi was head of financial engineering and risk analytics at Pictet & Cie, chief investment officer at Olsen Ltd, a fixed-income manager at the Asian Development Bank in Manila and a high-energy physicist at CERN. He holds a laurea (MS) in physics from the University of Bologna (Italy), an MBA from the Open University (United Kingdom), and a PhD in high-energy physics from the University of Rochester (United States). He is the author of more than 50 academic publications in physics and finance, including a reading for the CFA curriculum. He is currently writing a book on Pitfalls in Wealth Management.
Additional speakers may be announced later
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Map
Moscow, Nizhny Susalny lane, 5/19
Business center "ARMA", 4th floor (Mazars office)
Business center "ARMA", 4th floor (Mazars office)
By metro
Kurskaya (ring) ~5 min
Kurskaya (Arbatsko-Pokrovskaya) ~5 min
Exit from the metro following the signs:
"Kazakova street"
"the Gogol theatre"
"to long-distance trains"
In the underground tunnel move along the left side until the left turn
(sign: to the Gogol theatre/Kazakova street), continue your way
straight inside the tunnel.
After exiting the tunnel turn right and follow straight until you reach
the building 5/19.
Kurskaya (Arbatsko-Pokrovskaya) ~5 min
Exit from the metro following the signs:
"Kazakova street"
"the Gogol theatre"
"to long-distance trains"
In the underground tunnel move along the left side until the left turn
(sign: to the Gogol theatre/Kazakova street), continue your way
straight inside the tunnel.
After exiting the tunnel turn right and follow straight until you reach
the building 5/19.
By car
Paid parking available on the territory of ARMA - 100 RUB per hour/
per entrance. Paying by cash only at any exit point.
1. From Sadovoe ring
- On the outside of Sadovoe Ring, turn right to Kazakova street
- After passing the Gogol theatre turn right at T-junction
- Move down the lane until you reach the entrance 3 or entrance 1
2. From Sadovoe ring
- On the outside of the Sadovoe Ring, turn right at the sign to Verkhnyaya
Syromyatnicheskaya street
- At the fork (Y) turn left on 4th Syromyatnichesky lane, then turn left on
Mrzuvoskiy lane
- Move up until you reach the entrance 2
3. From the Yauza embankment
- On the embankment Tupoleva take the turn to Mrzuvoskiy lane
- Follow the lane until you reach T-junction (right after gas station
«Tatneft») and then turn right
- You will get to the entrance 2
per entrance. Paying by cash only at any exit point.
1. From Sadovoe ring
- On the outside of Sadovoe Ring, turn right to Kazakova street
- After passing the Gogol theatre turn right at T-junction
- Move down the lane until you reach the entrance 3 or entrance 1
2. From Sadovoe ring
- On the outside of the Sadovoe Ring, turn right at the sign to Verkhnyaya
Syromyatnicheskaya street
- At the fork (Y) turn left on 4th Syromyatnichesky lane, then turn left on
Mrzuvoskiy lane
- Move up until you reach the entrance 2
3. From the Yauza embankment
- On the embankment Tupoleva take the turn to Mrzuvoskiy lane
- Follow the lane until you reach T-junction (right after gas station
«Tatneft») and then turn right
- You will get to the entrance 2
Contacts
Please contact us:
e-mail: info@cfarussia.ru or mobile +7 968 593 3084.
e-mail: info@cfarussia.ru or mobile +7 968 593 3084.