October 20, 2021

Trading Online Summit

Platinum Sponsor

Main Media Sponsor

Fintech Partner

Educational Media Partner

Technological partner

In collaboration with

Conference program

A rich calendar of conventions, seminars and training activities designed to promote financial culture, will guide the retail community through an uninterrupted training path.

Pre TOL Summit

From 5 to 19 October

Pre TOL Summit

TOL Summit

20 October

TOL Summit

Post TOL Summit

From 21 October

Post TOL Summit

Post TOL Summit


Tuesday 02 November    18:30 - 19:20   

Portfolio management: financial foundations for new generations - first part

In Italy the financial sector is booming, and there are many students who wish to pursue a career in Private Banking and financial consulting. Often, however, this choice is made without having the necessary background, without ever having actually traded shares, bonds, or worse, without knowing what the financial ecosystem is and how it works. A Senior Partner of one of the top three Italian banks, with a background as a financial consultant in credit institutions, insurance companies and financial intermediaries, will tell you in a simple and understandable way the main fundamentals of portfolio allocation, showing you how the market works and its potential pitfalls.

Speakers

Thursday 11 November    15:00 - 15:50   

Use Option’ Movements To Analyze World Markets

The speech aims to show how Options can be used as a tool to understand institutional operators’ movements and to minimize operations’ risk as well. World markets and payoffs will be shown and analyzed during this live session.

Speakers

Tuesday 16 November    18:30 - 19:20   

Portfolio management: financial foundations for new generations - second part

In Italy the financial sector is booming, and there are many students who wish to pursue a career in Private Banking and financial consulting. Often, however, this choice is made without having the necessary background, without ever having actually traded shares, bonds, or worse, without knowing what the financial ecosystem is and how it works. A Senior Partner of one of the top three Italian banks, with a background as a financial consultant in credit institutions, insurance companies and financial intermediaries, will tell you in a simple and understandable way the main fundamentals of portfolio allocation, showing you how the market works and its potential pitfalls.

Speakers

Thursday 25 November    17:00 - 17:50   

Vontobel Sustainable Investing: a tradition of vision and responsibility

Vontobel's involvement in sustainability is part of an established corporate culture: Vontobel has been offering sustainable investment solutions since the 1990s and its commitment to economic, environmental and social sustainability is clear. Furthermore, the inclusion of ESG criteria in company valuation models has become a standard for a number of reasons, including the strong interest shown by clients in this topic and the increased regulation that requires these aspects to be integrated into valuation processes. Aligning business practices with environmental, social and business management aspects is now a prerequisite for long-term business success.

Speakers

Tuesday 14 December    17:00 - 17:50   

From ETF to pension funds, from PIR to insurance policies, from trading to wealth management: how to build a treasure for your children

Previously leaving your children a roof over their heads was a must, today a saving for training or supplementary pensions.
Times have changed but the wish to leave something concrete to our children endures: what are the most suitable instruments to achieve this objective and which ones are to be avoided?
 

Speakers


Pre TOL Summit

From 5 to 19 October

Pre TOL Summit

TOL Summit

20 October

TOL Summit

Post TOL Summit

From 21 October

Post TOL Summit

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