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 8-12, 2019


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 8 July 2019

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
   

Tuesday 9 July 2019

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

    Guest lecture and Cocktail

       

    Wednesday 10 July 2019

    Fixed Income & Alternatives

     

     

     

     

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

    Thursday 11 July 2019

    Megatrends & Long-Term Investing

      • Navigating Global Demographic Transitions
      • Innovation and Technological Disruption
      • The Investment Implications of Climate Change

      Guest lecture and Cocktail

         

      Friday 12 July 2019

      The New Frontiers of Sovereign Investment

      • The Space economy and the future of Sustainability
      • Geopolitics and Cybersecurity in the Global world Order

      Sovereign Investment Workshop and Gala Dinner

       

      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.

      • 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.

      • 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
      • 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
      Micaela Valli
      fax +39 02 5836.6892
      email: micaela.valli@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 18 June 2019.  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 9 May 2019.

      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