STEP Italy Conference Speaker Materials

Agenda

10:30am Keynote Address - 
The role of advisory within the wealth management industry
Paola Musile Tanzi, SDA Bocconi School of Management and University of Perugia Slides (PDF 957KB)

11:45am Italian Special Interest Group Sessions 

Option 1: Business Families
Slides (PDF 0KB)
Giulia Cipollini TEP, Azimut Capital Management Slides (624 KB)
Achille Gennarelli TEP, J.P Morgan International Bank Ltd 
Lorenzo Palleroni TEP, Credit Suisse (Italy) S.p.A.
Ernesto Sellitto TEP, CA Indosuez Wealth (Europe), Italy Branch

Option 2: International Clients Slides (PDF 345KB)
Alberto Chiesa TEP, Banca Esperia S.p.A.

Giulia Cipollini TEP, Withers Studio Legale
Andrea Tavecchio TEP, Tavecchio Caldara & Associati
Antonio Tomassini TEP, DLA Piper Studio Legale Tributario Associato Slides (PDF 848KB)

Option 3: Cross - Border Slides (PDF 0KB)
Professor Stefania Bariatti, Univ. Milano
Professor Andrea Moja TEP, University of Brescia
Martina Moscardi TEP, Logos Trust srl

Daniele Muritano TEP, Notaio
Raul-Angelo Papotti TEP, Chiomenti 

Option 4 Philanthropy and Charity Notes (PDF 19KB)
Gabriele Sepio TEP, ACTA Slides (PDF 275PDF)

Vincenzo Stuppia TEP, Fidelio Fiduciaria S.r.L. Slides (PDF 464KB)
Tiziano Tazzi TEP, Fondazione Lang Italia Slides (PDF 0KB)
Tommaso Tisot TEP, Professional Trust Company Srl Slides (PDF 2047KB)

Option 5 Trust and Estate Slides (PDF 482KB) Notes (PDF 264KB)
Marco Cerrato, Maisto e Associati 
Giovanni Cristofaro TEP, Chiomenti
Duccio Zanchi TEP, Studio Legale Ughi e Nunziante

3:00pm Keynote Panel Session - Compliance and estate 
planning after the IV anti-money laundering directive:
the role of advisors Slides (PDF 371KB)
Moderator: Luigi Belluzzo TEP, Chair of STEP Italy
On. Maurizio Bernardo, Italian Parliament MP – Head of VI Finance Commission
Gen. Div Michele Carbone, Comandante Regionale Toscana della Guardia di Finanza
Fabrizia Lapecorella, Ministry of Finance
Dr. Giuseppe Malinconico, Agenzia delle Entrate
Antonio Martino TEP, DLA Piper Studio Legale Associato e Tributario

5:00pm The new vocabulary of wealth planning
Moderator
: Diana Palomba TEP, Vice Chair of STEP Italy
Italian SIG representatives STEP Italy Scientifc Committee representatives