Joseph Portelli, graduated from Baruch College, City University of New York with a BA in History and started his career in 1986 at the Bank of America International (New York) before moving to Nomura Securities International in 1987 with roles within trade support, foreign exchange and derivative trading. In 1996 he moved to Goldman Sachs Hedge Fund Strategies working as a foreign exchange sales/trader than moved to Millburn Ridgefield Corporation (New York) a CTA in 1998. In 2004 Joseph returned to Malta and was appointed as a financial advisor and Head of Stockbroking at Global Capital. In 2009 he joined Liongate Capital Management (Malta) where he took over the role of research manager/portfolio manager until 2012 when he moved to FMG Funds as a Chief Investment Officer. At present, Joseph sits on various boards and investment committees and is the Chairman of the Malta Stock Exchange. He was also a visiting lecturer at the Malta Institute of Accounting and the University of Malta.
Daniele Bartoccioni Menconi
Daniele Bartoccioni Menconi has over 18 years of investment banking experience. After an internship at ABN Amro Hoare Govett Asia in New York, he started his career in J.P. Morgan in London where he became Vice President and Co-Head of Fixed Income Derivatives Marketing for Emerging Markets. In 2005 he moved to Merrill Lynch as Co-head of the Emerging Markets Fixed Income Credit and Commodities client solution division, before assuming the responsibility of head of Italy for FICC client solution. In 2008 he moved to Mediobanca London to start up the Capital Markets Solution practice for Credit Rates Alternatives and Loans. He left Mediobanca to start up Flexagon Capital Solutions LLP and Flexagon Capital Management LTD.
Prof. Joseph Falzon
Professor Joseph Falzon is currently the Head of the Department of Banking and Finance and the Dean of the Faculty of Economics, Management and Accountancy at the University of Malta. He holds a Ph.D. degree in economics from Northwestern University, USA, and is the author of several foreign publications and of numerous papers on the Maltese economy. He has served as a consultant to several leading organizations and financial institutions in Malta, including the Ministry of Finance, Ministry of Economic Services, Economic Policy Division, Malta Tourism Authority, Bank of Valletta, Central Bank of Malta, Office of Fair Competition, Housing Authority, GRTU and Malta Council of Economic and Social Development (MCESD). He has also served as a Board Member of the National Tourist Organization, Enemalta and Malta Statistics Authority, and as a member of the investment committee of Integradvisory Ltd (July 2009 – March 2013). At present, Joseph is a consultant to various firms and SICAVs and also serves as Director on various Boards.
Claire Gauci is a Compliance Specialist in financial services. Claire started her career in the Banking Regulation and Compliance Section at Central Bank of Malta and the Malta Financial Services Authority, where she was involved in the on-site supervision for banks, drafting of banking, financial services legislation and due diligence. Since then, Claire has worked with major financial services operators in Malta. She was the Compliance Director at Active Services (Malta) Limited and was instrumental in launching the Group’s compliance services. Claire provides high-level compliance consultancy to major financial entities on the implementation of European Union Directives such as MIFID, AIFMD and Solvency 2. She is a member of the Institute of Financial Services Practitioners and serves on the Prevention of Money Laundering and Funding of Terrorism Committee by the same institute.
Mr Bonett’s experience in financial services spans over 16 years. After obtaining a University Degree in accountancy he joined PricewaterhouseCoopers where he obtained an auditor’s warrant. In the year 2000 he joined Globe Financial Management Ltd (today Global Capital plc), for years the fastest growing non-banking financial institution in Malta and one of the first private companies to be listed on the Malta Stock Exchange. Mr Bonett held the positions of CFO and subsequently Group COO and acting CFO. He was also part of the CEO’s advisory committee and Director on the Group’s real estate arm. In early 2008, moved on to provide finance and operational consultancy services to a number of local and international ventures giving him exposure to a number of large scale international projects. In January 2010, he joined Corinthia Group and acted as COO for a $500 million residential and commercial development based in Tripoli, Libya – the Medina Tower project. Role involved acting as owner’s representative, reporting to the territory Managing Director and the Board at regular intervals. Following his return to Malta in June 2014, Mr Bonett has been appointed Director and Investment Committee Member on a number of Malta based licensed entities and also acted as a project management advisor and property manager to family offices with unique prized assets around the globe.
Milo Guastamacchia is the COO of Abalone Asset Management. Mr Milo Guastamacchia has joined the Asset Management industry in 2014 with roles as Chief Operating Officer, Chief Risk Officer and Compliance Officer for an AIFM and UCITS Manager authorised in Malta. Before then, Mr Guastamacchia worked as a Venture Capitalist, founding and working at EcoIniciativa, one of the first companies operating in the biofuels industry in Mexico, and at mcube Travel Boutique, an operator dedicated to bespoke travel to Asia. Both these entrepreneurial ventures provided Mr Guastamacchia, together with the opportunity to develop various entrepreneurial skills, with valuable exposure to capital raising and strategic planning.A former Product Structurer and Marketer within the Retail Structured Products team at JPMorgan Investment Bank in London, Mr Guastamacchia was also priorly a Project Manager in the technology team at JPMorgan Private Bank in Geneva. Mr Guastamacchia holds a BSc (Hons) in European Business with Technology from the University of Brighton and a Laurea in Produzione Industriale from the Politecnico di Torino. He has lived and worked in Italy, Switzerland, Thailand, Mexico, the United Kingdom and Malta and is fluent in Italian, English, Spanish and French.
Stefano Sabbatini started his career in an independent financial advisory company as investment analyst acquiring knowledge of the Financial Markets dynamic. After one year he decided to enroll to the Second Level Master in Finance, Insurance and Risk Management at Collegio Carlo Alberto – University of Turin, to deepen his quantitative finance knowledge. After accomplishing the master, he joined Abalone Asset Management as Operations and Risk Analyst. Stefano also holds a Master’s degree (Hons) in Finance and Insurance from the University La Sapienza of Rome.