Paola Giannotti De Ponti

Exciting afternoon at Mediobanca discussing the recently approved Italian regulation for listed companies that will introduce, amongst other, loyalty shares and an intricate (and in certain instances almost paradoxical) board election mechanism for the list presented by the outgoing board. Many thanks to the Professors Marco Ventoruzzo and Stefano Vincenzi for the sharp yet implementation-focused commentary on the #ddlcapitali. All eyes now are on the legislator for the next steps! #corporategovernance #corporatelaw

15

📢 Doors are open for the 2024 edition of the 𝗜𝘁𝗮𝗹𝗶𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 – the primary platform in Italy to access the equity capital markets, taking place from Tuesday 21 May to Thursday 23 May 2024 as an in-person event at UniCredit’s headquarters in Milan.    📅 The set-up of the conference – jointly hosted by UniCredit and Kepler Cheuvreux – will primarily consist of one-on-one / small group meetings (among 63 Italian listed companies and over 150 institutional investors from around the globe) and will include some plenary sessions with distinguished senior speakers addressing key economic and business topics.   🚀 This year's agenda also reveals a specific focus on how capital markets can support non-listed companies' growth plans and all the steps (pre-IPO tools and solutions) that can support an organization creating an efficient and orderly roadmap for going public.   🔗 Read our news: https://lnkd.in/dcPA4XBh ... and find out more about the conference and the agenda on the conference website: https://lnkd.in/dA3j9AFG 📌 #UniCredit #OurBusiness #OurClients #ItalianInvestmentConference #EquityCapitalMarkets #Advisory

159

"In the contemporary landscape of business transformation, the concept of the Twin Transition has emerged as a pivotal paradigm for SME companies. This notion encapsulates the simultaneous journey both towards sustainability and digitalization within organizations; a journey that, as Intesa Sanpaolo, we firmly support" affirmed Alice Grittini, Head of ESG Business Acceleration, during the Networking Talks’ event THE TWIN TRANSITION OF SMEs: DIGITALIZATION AND SUSTAINABILITY ON A PARALLEL PATH, organized by Intesa Sanpaolo’s Institutional Affairs ISB and International Subsidiary Banks Division Corporate and SME. Watch the full event: https://ow.ly/6ZFP30sCnO7 #intesasanpaolo #isbd #networkingtalks #twintransition #esg #sme #digitalization #sustainability

16

What does the electric vehicle revolution mean for investors? Our private equity experts Nicolas THOMAS and Lorenzo Fusco present 3 innovations, driven by leading private companies. 🚙 You can read more about the role of private equity in supporting the development of environmental technology here: https://lnkd.in/g79gYENx #EV #innnovation #privateequity

7

I am grateful to Silvia Valente of Milano Finanza for the opportunity to discuss the future of mobility. The launch of Moov, of which I am a Board Director, represents a significant step towards flexible, premium, and integrated mobility. With Gabriele Ratti as CEO, Moov is committed to placing the customer at the centre, offering complete digital mobility solutions ready to revolutionize the world of cars and, soon, motorcycles. Cars and motorcycles in Italy are essential for urban mobility, and the ecosystem is undergoing various simultaneous changes — from changing ownership models to transitioning towards electric vehicles, and the acceleration of connected mobility. It is in response to these changes that Moov aims to provide solutions by creating a valuable offering: an ecosystem of products and services where financing is included in the offer, alongside the vehicle and insurance tailored to usage. All of this focuses on flexibility, ease of access, and the personalization of services. Here is the link to the complete interview 👉 https://lnkd.in/dCtccSsh (in Italian) #SustainableMobility #Innovation #InsurTech #Cars #Motorcycling

36

1 commento

When in Tuscany, inescapably you will find yourself in historical Sienna, the birthplace of the world’s oldest bank Monte dei Paschi, est. 1472. The bank has emerged stronger than ever post its final recapitalization in 2022. Benefitting from boyant interest rates and capitalising on brand heritage which underlines a solid custody and wealth management business, it’s currently generating ROTE in excess of 17%. Adding the unique feature of €2.6 billion in off-balance sheet deferred tax assets, the bank is not expected to pay any corporate tax until 2030. BMPS has delivered phenomenal returns to investors over the past year it continues to offer a solid banking opportunity with forward dividend yield of 12%. These are my own Opinions and do not constitute investment advice. DYOR

70

1 commento

Cross Court Capital at the side of Italian entrepreneurs, monetizing shareholder value creation throughout multiple generations... Proud to have acted as exclusive financial advisor to the shareholders of the Spina Group in the sale to Niedax Group.

91

27 commenti

LCTA backs the initiative “Per evitare aumenti d’imposte a tutti” and recommends its members vote YES. As part of its activities, the Lugano Commodity Trading Association (LCTA) works to strengthen the Canton of Ticino’s framework conditions and attractiveness, both for commodity trading companies and their founders and staff. Ticino is one of the Cantons with the highest tax rates for its citizens, the Council of State has now proposed a package of measures in their favor. Voters will go to the polls on June 9, 2024, LCTA recommends a YES vote on Tax Reform. For a summary of tax reform see the full article on our website: https://lnkd.in/dZv8AgJ5 #taxreform #ticino #commoditytrading #LCTA #vote #voteYES #YES

23

1 commento

Is all about.. ; 1-Strengthening the global value chains, 2-Creating sustainable infrastructures, 3-High quality and inclusive education”.... President Gian Maria Gros-Pietro spoke at the B7 Summit organized by Confindustria and indicated 3 priorities for sustainable growth of the world economy, capable of shaping a fair future for society at the same time: strengthening global value chains, to make them more sustainable and competitive, encouraging the participation of small and medium-sized enterprises, creating sustainable infrastructure, serving quality of life and cultivating talent through inclusive and high-quality education. According to Gros-Pietro "Banks have the responsibility to accelerate alternative investments with an impact on the real economy to allow the implementation of international projects capable of generating social and/or environmental as well as financial returns". Find out more about the intervention: https://ow.ly/oQe430sCWF7

2

I am pleased to announce the completion of a top performance from AmplifyME and UBS' Mergers & Acquisitions simulation experience. I want to thank Silvia Magni, Alessia Di Salvo, Eric Sanchez, and everyone else from AmplifyME for hosting the two-hour session in which they also shared personal experiences glossing over the ins and outs of M&A and looking at some real world examples as well. Some key takeaways: Three main ways to forecast a company's revenue are by using its historic growth rate, the market growth rate, or research forecasts. None of them are inherently right or wrong to use but in any case a sensible justification should be given for the method chosen.

18

2 commenti

May 19th, 2024: #overshoot day for #italy. Starting tomorrow and until the end of the year we will borrow from #earth. It’s a #loan that is mostly not repayable. #sustainability is not a choice, the ways to pursue it are. Looking to the calendar some clichés fall hard. Either the #green effort belongs to all and it is or it isn’t. A balanced #transition: a great and unavoidable #global #challenge. #ghg #renewables #fossil #eu #carbon #footprint #cop #resources #parisclimate #neutrality #environment #us #china (Source: https://lnkd.in/dxGvNjXK)

6

1 commento

At Ardian, we build companies that last.   It is true that change is inevitable. I prefer to see it as a driving force of progress and advancement. This is why embracing change is a pillar of our investment process. We have to navigate evolving financial horizons with foresight if we want to create positive lasting change.   This is also about focusing on the long term. We develop trusted, long-term partnerships with investors and entrepreneurs who are driving change in their industries and building the economies of tomorrow.   Reflecting on my own experience, I've always thrived in collaborative environments. We are at our best when creating value which is shared. That philosophy marks a true culture of excellence.    We have invested in building Ardian for the long-term. From our 19 offices, we can serve investors, and work with entrepreneurs, to create value around the world. This company has a great entrepreneurial spirit, and we share our success. I like to think Ardian is rather unique in this sense, and it makes our approach perfect both for now and the years ahead. #ArchitectOfLastingChange #ArchitectOfArdian

232

5 commenti

This is a good analysis of Enel’s Sustainability Linked Bonds and also points the way forward for the SLB market and climate transition financing: transparent targets, meaningful financial/cost implications, and a functioning and scalable market: https://lnkd.in/g8qMGvcB

1

📢 Check out our latest article in Itinerari Previdenziali on money market funds. Daniel Bernardo, co-head of money market management at Ofi Invest Asset Management, provides a comprehensive overview of this asset class. Dive into the discussion and stay ahead in navigating today's financial markets. Read the full article here! #Finance #MoneyMarket #InvestingInsights 📈💼 https://lnkd.in/eqMe3QjG

8

An Italian utility company missed their emission target: what does it mean for the Sustainability Linked Bonds (SLB) market? On April 23rd 2024, Enel announced that it will raise the coupons on several bonds as a result of missing its 2023 Greenhouse-Gas (GHG) emissions targets. The bonds affected amount to EUR 10.3 billion and will now pay an estimated extra EUR 83 million in additional interest. The event – which in most part was the result of the European energy crisis – had been largely anticipated. Nevertheless, this is an important moment for the Sustainable Linked Bonds market. On one hand, it proves the validity of the SLB concept and enhances its credibility. On the other hand, it further highlights the importance of introducing an SLB standard. My latest analysis is out here: https://lnkd.in/dXWrAqVY

62

Intesa Sanpaolo invests in The Blue Planet, a start-up that produces Airlite ecological paint: thanks to its innovative technology, it is able to transform the walls of homes, offices, hospitals and schools into large natural air purifiers. By generating negative ions that neutralize pollutants, Airlite paint cleans the air of substances such as smog, improving the living well-being of buildings. It also reduces CO2 emissions related to the construction sector by up to 80% compared to traditional products and reflects the warm component of sunlight, allowing you to save electricity for cooling by up to 30%. Find out more: https://ow.ly/q7Fv30sCM6o

3

In this video, Foord portfolio managers Brian Arcese, CFA, Ishreth Hassen, and Jing Cong Xue, explore the intricacies of Foord’s Asia ex-Japan Fund. They discuss the strategic decisions behind launching the fund and analyze factors and prominent themes driving the fund's performance. Watch the full video: https://lnkd.in/gwUHw2Xb #finance #investing #assetmanagement #asia #japan

4