THE SOVEREIGN INVESTMENT ACADEMY

Learning to make a global difference

Endorsed by

 

"The Forum is pleased to formally recognise SDA Bocconi’s Sovereign Investment Academy. I congratulate its director on an inaugural program that is both topical and thorough, and am confident that several of the next generation of SWF leaders will emerge from its classrooms."

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Adrian Orr | Chair, IFSWF


Calendar

5 days, July 9-13, 2018


Value Drivers

  • An intensive, comprehensive, 5-day executive education program on sovereign wealth management and long-term investment, endorsed by the International Forum of Sovereign Wealth Funds (IFSWF)
  • Talks by top scholars and renowned experts providing state-of-the-art knowledge and practice
  • Access to the SIA Lab, an interactive online e-learning platform featuring course and research materials, constantly updated with the latest industry and academic developments
  • Participation in the SIA Workshop, a high-profile, closed-door meeting attended by top officials of the main SWFs, academics, financial institutions, and policy makers
  • Networking opportunities
  • Academic supervision of field projects developed at the home institution

"Sovereign investors can make a global difference thanks to their ability to put patient capital at work and foster sustainable investment beyond our present generation. This special power and responsibility calls for targeted, untagged, innovative education and training, presently not available in conventional executive programs. SIA aims to fill this gap offering a unique, tailor-made course delivered by an outstanding faculty of thought leaders and talented practitioners."

Bernardo Bortolotti | Director, Sovereign Investment Academy


Participants

The Sovereign Investment Academy is addressed to:

  • Managers of SWFs trained in economics, finance, law, accounting, who wish to learn the foundational principles of the strategies they apply every day, to acquire advanced, quantitative skills in sovereign asset management, and to explore the most innovative frontiers of long-term investment.
  • Policy-makers, officials from central banks, ministries of finance, and Treasuries from resource-rich, trade surplus countries, who wish to design, establish, or scale-up their national SWF.

Participants from ADIA - Abu Dhabi Investment Authority, Fundo Soberano de Angola, Palestine Investment Fund, New Zealand Superannuation Fund, Samruk-Kazyna (Kazakhstan), National Development Fund (Iran) and World Gold Council (UK) attended the Sovereign Investment Academy in 2017.


Contents and agenda

 

Monday 9 July 2018

Governance & Investment Principles

  • Welcome and Programme Introduction
  • Sovereign Investment Models and Tools Part 1: Objectives and Governance
  • Sovereign Investment Models and Tools Part 2: Best
  • Practices in Portfolio Management
  • Sovereign Investment Models and Tools Part 3: Investment Management

Dinner

   

Tuesday 10 July 2018

Megatrends & Long-Term Investing

 

 

 

 

  • Navigating Global Demographic Transitions
  • harnessing Megatrends to Create a long-term Investment Strategy
  • The Investment Implications of Climate Change

Dinner with Paolo Scaroni, Vice-President rothschild

   

Wednesday 11 July 2018

Equity Investment & Risk Management

 

 

 

 

  • Identifying risk Tolerance & Managing risk Exposure
  • Sovereign Equity Investing with a Double Bottom line
  • Mastering Direct Equity Investments in Private Markets

Dinner with Siobhan MacDermott, Bank of America

   

Thursday 12 July 2018

Fixed Income & Alternatives
  • Fixed Income in the Post QE Era
  • Hedge Funds & Emerging Alternatives
  • Investing in real Estate: Theory & Practice
  • The Challenges of Infrastructure

Dinner

   

Friday 13 July 2018

The New Frontiers of Sovereign Investment
  • Innovation and Technological Disruption
  • Mitigating Political risk in Direct Equity Investments

Sovereign Investment Workshop

 

The SIL Workshop & Gala Dinner

The SIL Workshop is a landmark event amongst SWF related international gatherings. Now at its 6th edition, it features a presentation of the most recent research results of the SIA, including the report on global SWF investment trends, a keynote speech and panel discussions amongst high-rank officials of international sovereign wealth funds, experts, and policymakers. This closed-door, invitation only event is reserved to a small audience of 100 invitees from the investment and business community, academia and policy sphere. Participants of the Program will be invited to attend the workshop and to the Gala Dinner, the highlight of the workshop’s social program, a rare opportunity to engage in informal, intimate conversation with world-renowned experts and practitioners.


Field Projects

The SIA School promotes collaboration in learning and training activities between:

  • the Bocconi University and School of Management
  • the International Forum of SWFs (IFSWF)
  • Institutional Partners.

Participants are invited to develop field projects at their home institutions or at IFSWF under the supervision of a local manager and of a SIA faculty member.


Faculty

  • BERNARDO BORTOLOTTI
    Director of the Sovereign Investment Lab, Bocconi University. SDA Fellow of Banking and Insurance.

  • FRANCESCO BILLARI
    Dean of the Faculty and Professor of Demography and Social Statistics at Bocconi university.

  • ARMANDO BORGHI
    Professor of real Estate Finance, Bocconi university.

  • LORD CARLILE OF BERRIEW CBE QC
    Director, SC Strategy limited

  • MASSIMILIANO CASTELLI
    Head of Strategy, Global Sovereign Markets, uBS Global Asset Management.

  • MATTEO DI CASTELNUOVO
    SDA Fellow of Operations and Technology Management.Research Fellow, IEFE-Bocconi, Centre for research on Energy and Environmental Economics and Policy.

  • ANGELO CORTESE
    Chief risk Officer, CDP Equity.

  • ALFONSO GAMBARDELLA
    Full professor and head of Department of Management and Technology, Bocconi university.

  • STEFANO GATTI
    SDA Professor of Banking and Insurance. Associate Professor of Banking and Finance, Bocconi university.

  • SCOTT E. KALB
    CEO, klTI Advisors. Former CIO and Deputy CEO, Korea Investment Corporation.

  • JAMES KESTER
    Aquitaine Partners. Former CIO of Private Equity department of the Abu Dhabi Investment Authority.

  • SIOBHAN MACDERMOTT
    Global Cybersecurity Public Policy Executive, Bank of America.

  • DOMENICO MIGNACCA
    Director of Risk Management, Qatar Investment Authority
  • DAVID NOWAKOWSKI
    Direstor, Multi-Strategy Fixed Income, Barings
  • EUGENE O'CALLAGHAN
    CEO, Irish Strategic Investment Fund.

  • ANDREW ROZANOV
    Independent non-Executive Director of the Board, national Investment Corporation of the national Bank of kazakhstan.

  • FRÉDÉRIC SAMAMA
    Deputy Global head of institutional Clients, Amundi Asset Management.

  • FABIO SCACCIAVILLANI
    Chief Strategy Officer, Oman Investment Fund.

  • PAOLO SCARONI
    Vice-President, rothschild.

SDA Bocconi School of Management is registered with CFA Institute as an Approved Provider of continuing education programs for CFA Institute members. This program qualifies for 36 CE credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.


Enrollment procedure

Please complete the enrollment request form, available on this web page, and mail or fax to:
SDA Bocconi School of Management
Pilar Aguero
fax +39 02 5836.6892
email: pilar.aguero@sdabocconi.it
All enrollment requests will be assessed. SDA Bocconi will send written confirmation of acceptance via fax or email.
The final deadline for enrollment is 19 June 2018.  Enrollment requests are reviewed on a rolling basis, those received after the final deadline may not be accepted.
Please see details in the enrollment form (available soon on this webpage).


Participation fee 

€ 7.800,00 + VAT (if required)


Special Payment Terms

Special conditions are offered to IFSWF members. For information please contact Erica Pizzelli.

A 10% reduction on the program fee is offered to applications sent in by 10 May 2018.

These offers are not cumulative.


The new SIL-BCG Newsletter on global SWF activity is out

Newsletter

"The SWF industry is living testing times. Oil-based funds are redefining their long-term strategies in a..."

Read More >


Video Gallery

THE SOVEREIGN INVESTMENT ACADEMY

An interview with Zhanbolat Kakishev | SDA Bocconi

 

THE SOVEREIGN INVESTMENT ACADEMY

An interview with Eugene O'Callaghan | SDA Bocconi

Photo Gallery SIA 2017

The Class


During Lessons


 

Guest lecture on “The price of oil in turbulent times” by Paolo Scaroni at The Boston Consulting Group


 

SIA Participants and Faculty members at the SIL Workshop on “Long-term capital, innovation and Governance” at Gallerie d’Italia


 

See all pictures on Facebook >

 


Price:

€ 7800.00 + IVA