On 4 October 2024, BETTER FINANCE, in collaboration with the World Federation of Investors and its member organisation New Savers, will host a conference on promoting shareholder engagement and financial literacy. This event promises to bring together leading experts and stakeholders in the fields of finance and investment.

The conference, being held in Milan, Italy, will feature:

• several keynote speeches from leaders within the finance industry
• a round table discussion on Investor Access to Shares and Mutual Funds – The Role of Banks, and
• a round table discussion on Financial Education and the Role of Stock Exchanges.

Programme

09:30 – 10:00 – Registration and Coffee

10:00 – 10:10 – Welcome Remarks 

Paolo Brambilla, Chair, New Savers

10:10 – 10:20 Introduction

Mark Northway, Chair, World Federation of Investors

10:20 – 10:40 Keynote Speech

Cristina Tajani, Senator, Italian Parliament Financial Commission

10:40 – 11:00 – Keynote Speech

What individual investors look for in financial advisory services

Maria Antonella Massari, Secretary General, AIPB

11:00 – 11:40 – Round Table Discussion

Investor Access to Shares and Mutual Funds – The Role of Banks

Alessia Potecchi, Department of Economy and Finance, PD Party
Paolo Mazzanti, Director, Askanews
Marco Bacini, Professor, LUM University
Riccardo Sorrentino, President, Journalists’ Association of Lombardia;
Giampaolo Berni Ferretti, Councillor, Milan’s First District
Benedetta Cosmi, Journalist

11:40 – 12:10 – Coffee Break

12:10 – 12:30 – Keynote Speech 

Transition Investing and Engagement

Jella Benner-Heinacher, President, BETTER FINANCE

12:30 – 13:15 – Round Table Discussion 

Financial Education and the Role of Stock Exchanges

Massimo Giorgini, Senior Equity Sales Manager, Borsa Italiana
Lars-Erik Forsgårdh, World Federation of Investors
Pat Donnelly, BetterInvesting (United States)
Kristjan Verbic, President, VZMD – PanSlovenian Investors’ Association
Giedrius Steponkus, Chairman, Lithuanian Investors Association
Lapo Mazza Fontana, Journalist

13:15 – 13:30 – Keynote Speech 

Gaetano Visalli, General Secretary, International Agency for Cooperation and Peace – Trade Point – ONU

13:30 – 14:30 Networking Lunch