Past Events

Wealth with Aim: Giving Back through Strategic Philanthropy

As companies work towards the goals set out in the 2030 Agenda for Sustainable Development, private philanthropy remains key in enabling them to provide targeted resources, guidance and support to many communities. Against this backdrop, strategic philanthropy, which is defined as the intentional and thoughtful integration of charitable giving into a firm’s business strategy and values, has emerged as an important concept. By integrating social impact with specific goals, it transforms philanthropy from simple donations into purposeful investments.

The Longevity Era: Building Resilient Economies and Thriving Societies

The demographic transition that is currently underway – driven by longer lifespans – calls for the establishment of a new framework to ensure that our society remains resilient, equitable and sustainable in the future. Against this backdrop, the promotion of longevity literacy, with a focus on health, purpose and financial resilience, is essential.

The Importance of Financial Education and its Impacts on Society

Over the last decade, financial education has risen on the agenda of policy-makers and is today more important than ever as the world faces mounting geopolitical risks, inequalities, and the threat of climate change. The financial sector has also been transformed during this time, with innovations, new players and new technologies bringing opportunities but also increasing risks for consumers, especially those with limited experience.

The Impact of AI Regulation On Society, Business and Economies

The rapid and widespread adoption of artificial intelligence (AI) systems has been one of the major topics discussed over the past few years. Although this technology is still recent, successful use cases can be found across all industries and allow businesses to create new opportunities or to streamline and simplify their current processes.

Resilience in Uncertain Times: Do Leadership & Governance Matter?

The last two years’ events, from pandemic to war in Ukraine, brought to life high levels of uncertainty as well as unprecedented social, economic and political challenges. Due to this, policymakers, entrepreneurs, managers and executives had to strive to adapt and recover from complex shocks often trying to build resilience.

Private Markets Under The Spotlight: How To Make The Best Choice

Managing Geopolitical Risk: From International Relations to Asset Management

In this virtual event we discussed Geopolitical risks that have an increasingly crucial role in managing business and assets, and threaten coexistence between people. We invited Paolo Magri, Executive Vice President of the Italian Institute for International Political Studies (ISPI) and Professor of International Relations at Bocconi University, to give an overview of the current situation across the world and Moz Afzal, Global CIO at EFG, to discuss how companies and asset managers can manage geopolitical risks, and their impacts on markets.

Leadership in ESG: Looking Beyond Profit

In this Virtual Summit we explored Environmental, Social and Corporate Governance considerations that have a vital role in business, from being a key building block of an asset management investment process, to the cornerstone of entrepreneurial endeavour. We invited a panel of experts to discuss the importance of showing leadership in the space and how…

EU Social Taxonomy: Looking to an equal and inclusive future from different perspectives

The EU’s Social Taxonomy aims to provide a common code for investors, businesses and regulators to determine whether an economic activity is sustainable from a social perspective. The publication of the final report by the European Commission Technical Expert Group on Sustainable Finance marked a change of course for sustainable finance by creating a clear system of classification for activities that encourage compliance with the social objectives of the European Union and can contribute to the development of a green and more inclusive society.

Driving change: The road to success in the luxury industry

In the last few years, luxury goods companies have not only returned to pre-pandemic levels of profitability but have also significantly transformed their business models in line with the transition to a greener circular economy. This development, combined with the AI revolution, is driving innovation and opening up new opportunities for firms in the luxury industry, as well as enabling them to deliver an enhanced client experience.