Bocconi Masterclass on New Frontiers in Retirement Investing

Presentation

EDHEC Business School is proud to present a new international initiative offered jointly with SDA Bocconi School of Management: the Masterclass on New Frontiers in Retirement Investing.
The workshop focuses on the topic of Retirement Investing, drawing on the latest academic research with practical relevance. The two pillars of the financial debate on retirement needs – funding and investments – are analysed in depth by experts from two leading European business schools. The workshop also includes a roundtable discussion where regulators and investment managers will exchange their perspectives on the topic.
The morning session will be conducted by Professor Filotto, Professor of Banking and Insurance at SDA Bocconi School of Management:
Financing the life projects of retired individuals: strategies and products
Senior finance: the lending side
“Cessione del Quinto della Pensione”: wage and pension assignement loans
The “BEE (i.e. APE)”: financing early retirement
The Italian market for reverse mortgages
The afternoon session will be conducted by Professor Martellini, Professor of Finance at EDHEC Business School and Director of EDHEC-Risk Institute:
Retirement investing solutions for individuals in accumulation
The retirement problem, an opportunity (to add value) for the financial industry
Shortcomings of existing retirement products for individuals in accumulation
Goal-based investing principles applied to retirement investing
Improved forms of retirement solutions
Meeting the mass-customisation challenge

Tuition fee: EUR 600
Early Bird rate: EUR 560 – Available till August 16th
Alumni rate: EUR 420
Group rate (from 3 people): EUR 480
CFA member rate: EUR 510
Discounts are non-cumulative and may not be combined

Speakers

Professor Filotto, Professor of Banking and Insurance at SDA Bocconi School of Management

Professor Martellini, Professor of Finance at EDHEC Business School and Director of EDHEC-Risk Institute

Date

Monday 16/10/2017 - Monday 16/10/2017

9:00 am - 5:00 pm GMT

Place

MILAN, Via Bocconi, 8, 20136 Milano, Italie

Contact us

SDA-BOCCONI & EDHEC-Risk Institute

[email protected]

About EDHEC

Operating from campuses in Lille, Nice, Paris, London and Singapore, EDHEC is one of the world’s top 15 business schools. Fully international and directly connected to the business world, EDHEC commands a strong reputation for research excellence and the ability to train entrepreneurs and managers capable of breaking new ground. EDHEC functions as a genuine laboratory of ideas and produces innovative solutions valued by businesses. The School’s teaching is inspired by its research work and a focus on “learning by doing”, all with the aim of equipping people with the skills to succeed in business.

About EDHEC-Risk Climate Impact Institute

Marking the priority assigned by the School to sustainability issues and building on its research programmes exploring the relationships between climate change and finance, EDHEC-Risk Institute became EDHEC-Risk Climate Impact Institute in October 2022. The Institute's mission is to help private and public decision-makers manage climate-related financial risks and make the best use of the financial tools available to transition to low-emission and climate-resilient economies. The Institute’s research programmes explore the relationships between climate change and finance and our key ambition is to become a leading academic reference point for long-term investors, helping them to manage the asset-pricing implications of climate change as well as mitigation and adaptation efforts.