IFSWF Santiago Principles

The Great Shift East: Opportunities and Challenges of Long-Term Investment in Asia

13 July, 2018, 14:00 to 21:30

Intesa Sanpaolo Conference Room
Piazza Belgioioso 1
20121 Milano

The Sovereign Investment Lab at the Baffi Carefin Center at Bocconi University is proud to host its 2018 Sovereign Investment Workshop, The Great Shift East: Opportunities and Challenges of Long-Term Investment in Asia, with the International Forum of Sovereign Wealth Funds on Friday 13 July.

Asian economies picked up strongly in recent years and the region is expected to be a major driver of global growth. Asian sovereign investors have also grown in size and relevance, due to the sheer size of their activity at home and their ambitions abroad. In 2017, Asia has been the region of choice of global SWFs. Historically, SWF investment in the region has been concentrated in China, with a focus on financial services. Although China remains Asia’s powerhouse, the most striking trend over the last couple of years, is the spreading out of investments across the region, primarily in India but also in other emerging Asian economies. In this year’s Bocconi Sovereign Investment Workshop, we will seek to discover why Asia is now such an important market for SWF investment. We will also seek to uncover the long-term trends that make this growing and dynamic region attractive for SWFs, but also the challenges to doing business in recipient countries.

The workshop will be held at the Intesa Sanpaolo Conference Room Belgioioso, Piazza Belgioioso 1, Milano

Venue Map

For more details and to register your attendance please download the flyer below.

Hosted by:

With the Support of:







Gianmario Verona, Rector, Bocconi University


Presentation of the IFSWF/Bocconi SWF Annual Review

Bernardo Bortolotti, SIL Director, Bocconi University
Enrico Soddu, Head of Data & Analytics, IFSWF


Vincent Deluard, Global Macro Strategist, INTL FCStone Financial Inc.


The Asian Opportunity

Sovereign wealth funds are committing more capital to countries throughout Asia. This panel will discuss how the situation has changed to encourage more of these long-term investors to become serious about a wider range of Asian countries. We will also uncover the trends that give these dynamic economies good long-term prospects for returns and the sectors in which the prospects are rosiest.

Chair: Rachel Ziemba, Strategic Advisor, Alpha Z Advisors

  • Hisham Al Sheedi, Manager Asset Management Dept, State General Reserve Fund of Oman
  • Sujoy Bose, CEO, National Investment & Infrastructure Fund
  • Hasan Jafri, Senior Advisor, Temasek Holdings
  • Paul Rogers, Head of Emerging Markets Equity Core Strategy, Lazard
17:00 Coffee Break


Silk Roads and Beyond

Asian sovereign investors are also playing a key role as long-term investors abroad. Large-scale infrastructure projects such as the One Belt, One Road have hit the headlines, but the sizable investments originating from the region have spanned all industries and sectors. In this panel, we will discuss how Asian SWFs go about choosing which companies to back and what the challenges are to the process.

Chair: Roberto Marsella, Head of Portfolio Strategy & Real Estate Partnerships, Generali Real Estate

  • Maria Raffaella Assetta, Deputy Head of Unit, Free Movement of Capital and Application of EU Law, European Commission
  • Carlo Baldocci, Head of Public Affairs, Cassa depositi e prestiti
  • Paolo Insinga, Head of SWF and Pension Funds, Intesa Sanpaolo
  • Andrew Rozanov, Board Member, National Investment Corporation of the National Bank of Kazakhstan


Closing Remarks
Guido Rivolta, CEO, CDP Equity


Gala Dinner at Castello Sforzesco

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