Event venue

Assolombarda c/o Torre Velasca
Piazza Velasca, 3/5, 20122 - Milan

Description

Consolidating the foundations of financial literacy by transforming them into the ability to make choices and manage assets, thereby increasing decision-making confidence and reducing emotional bias in investments.

During the session, we will explore the topic in depth with Patrizia Bussoli of Bea Finance, Veronica Fradegrada of Allianz Global Investors, and Isabella Fugazza of Allianz Bank Financial Advisors.

Programme

• Arrival and registration
• Welcome
  Assolombarda, Allianz Bank Financial Advisors
• The investment process: what "investing" really means
  Patrizia Bussoli, BEA Finance

The investment process: what it is, how it originates, and how it is managed

• The elements and phases underlying the investment process: geopolitics, macroeconomic dynamics, financial dynamics and central banks, sectors and geographical areas, corporate economics, technical market elements, etc. Examples drawn from current events.
• Why private investors or companies should always seek the guiding criteria behind an investment proposal.
• Women "in command" of their household's financial future.

From saving to real investment
Veronica Fradegrada, Allianz Global Investors

Risk profile, time horizon, and objectives: the starting points for investing

• What is a risk profile (income - age - objectives - life context)
• The risk profile is not static
• Perceived risk vs. actual risk
• Practical examples

Time as an ally: staying the course during difficult times

• Negative market phases: why they are a natural occurrence
• Common mistakes made by novice investors
• The importance of consistency and automation: the regular savings plan as a fundamental tool for emotional stability and discipline
• The role of rebalancing: relying on the experts

Investing for women: strengths and awareness
Isabella Fugazza, Allianz Bank Financial Advisors

• Behavioural evidence
• Q&A and operational proposals
• Drinks reception

Registration details

Participation is free of charge, subject to registration via this LINK

Contact

Please request an appointment online or contact the Credit and Finance Department, fin@assolombarda.it, tel. 02.58370704, for: further information on this event; a discussion on available incentives; or assistance with estimating liquidity needs, developing business plans, and engaging with lenders.