Chairman, EFG Gamma Foundation

Andrea Beltratti is Full Professor in the Department of Finance at Bocconi University, Academic Director of the Executive Master in Finance – EMF at SDA Bocconi School of Management and Chairman of the EFG Gamma Foundation. He has been Chairman of Eurizon Capital until 2024 and of the Management Board of Intesa Sanpaolo until May…

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Global CIO EFG International

Moz Afzal is the Group Chief Investment Officer (CIO) and a member of the Global Business Committee of EFG International since 01 February 2024.    As part of his global role, Moz Afzal oversees EFG’s Asset Management activities, and is the Chief Executive Officer (CEO) of EFG Asset Management.   Moz Afzal first joined EFG…

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Chairman of Assicurazioni Generali and President of Bocconi University

Since 2022, Andrea Sironi has been a member of the Board of Directors and Chairman of Assicurazioni Generali as well as President Bocconi University in Milan, where he also serves as Professor of Economics of Financial Intermediaries.

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Senior Fellow at the Stanford Institute for Economic Policy Research (SIEPR)

Annamaria Lusardi is Senior Fellow at the Stanford Institute for Economic Policy Research (SIEPR), and the Director of the Initiative for Financial Decision-Making, a collaboration between SIEPR, the Graduate School of Business (GSB), and the Economics Department at Stanford University. She is also Professor of Finance (by courtesy) at the GSB. Previously, she was University Professor at The George Washington University and, before that, she was the Joel Z. and Susan Hyatt Professor of Economics at Dartmouth College, where she started her academic career.

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Global Head of Wealth Planning, EFG

Evgenia Goti has been the Global Head of Wealth Planning team and offering at EFG since July 2023, and is a member of the the Investment & Client Solutions Management Committee. She leads a dedicated team of highly experienced Wealth Planners providing holistic advice on the entire client’s wealth lifecycle.

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Ceo & Co-Founder Solongevity

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