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How is ESG Reshaping the Alternative Investment Business?
Today, ESG is no longer just an acronym but a reality, expected to reach a third of assets under management by 2025. It is spreading across all asset classes, including the less liquid ones. ESG now defines the new frontier of alternative investments. Our speakers will be discussing the recent trends in alternative investments, how ESG impacts the alternative investment business and the important role of data.

Laura Merlini, Managing Director, EMEA will moderate a discussion with Mehrzad Mahdavi, Executive Director of FDP Institute along with Florence Angles, Managing Principal, Capco and Julia Bonafede, CFA, Co-Founder, Rosetta Analytics.

The Financial Data Professional Institute (FDPI), established by CAIA Association, has designed a self-study program to provide financial professionals with an efficient path to learn the essential aspects of financial data science.  

Formal remarks of the presentation will last approximately 45 minutes, with 15 minutes for Q&A.

Feb 15, 2023 10:00 AM in Eastern Time (US and Canada)

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Speakers

Florence Angles, DBA, CAIA, FDP, CESGA
Managing Principal @Capco
Florence is responsible for Finance, Risk and Compliance including ESG for Capco. She has 22 years of experience in banking and asset management in France, Belgium and Switzerland, more particularly in risk management. She gives trainings to bankers in Switzerland and other countries about ESG and Risk Management/Regulation.
Mehrzad Mahdavi, PhD
Executive Director @FDP Institute
Mehrzad is the Executive Director of the FDP Institute. He is also the Chairperson of the Board of LanesX and TenRivers. Prior to his current position, Mehrzad was CEO of CyberSafe ID, the Chief Digital Officer of Weatherford Intl, and a Global Vice President of Schlumberger. Mehrzad began his career as a Research Scientist at Battelle Labs. Mehrzad is a business and technology leader with an international reputation and career focusing on digital transformation in multiple sectors including financial services, high technology, industrials, and energy. PhD, Nuclear Science, University of Michigan and Post Doc, University of Michigan.
Julia Bonafede, CFA
Co-Founder @Rosetta Analytics
Julia has spent the past several years with Co-Founder Angelo Calvello, and the amazing Rosetta Science Team focused on research and development of Rosetta Analytics advanced AI Investment Platform. Prior to co-founding Rosetta Analytics, Julia spent 24 years building teams and offices at Wilshire Associates. Julia served as President of Wilshire Consulting and was a member of Wilshire’s Board of Directors and Wilshire Consulting’s Investment Committee. She led over 90 consulting professionals servicing more than 200 client relationships with AUA of over $1 Trillion. She brought a strong history and philosophy of portfolio risk management and research to Wilshire Consulting where she and her team expanded the consulting business into Outsourced CIO and Risk Consulting services for clients. Ms. Bonafede served as strategic consultant to large state and corporate pension funds, and endowment and foundation clients.
Laura Merlini, CAIA
Managing Director, EMEA @CAIA Association
Laura is a senior alternative investment professional with experience in strategic leadership, management skills and alternative investment knowledge in market outreach, brand development, reputation and member engagement. She formerly worked at Fortis Bank in Milan, Madrid, and Geneva. Since obtaining her CAIA Charter Certification in 2007, she has been an active member-volunteer, not only as the Co-founder of the CAIA Iberia Chapter in Madrid in 2008, but also as the Co-head of the CAIA Switzerland Chapter in Geneva as of 2010. Additionally, she chaired the 100 Women in Finance Educational Committee in Geneva between 2016 and 2018. Laura earned a BA in Business Administration at Bocconi University in Milan, received the CEMS MIM (Community of European Management Schools) MSc in International Management in 2002, and is a member of the Inaugural Class (2014) of the Executive Master in Positive Psychology, Leadership and Strategy from IE in Madrid.