Workgroup Leaders

SF Education Pro: Kate Cacciatore

Kate is currently Global Head of Sustainability at Edmond de Rothschild Group, which is active in Asset Management, Private Equity and Private Banking, and headquartered in Geneva, Switzerland. She was previously Corporate Responsibility Director and Sustainability Strategies Director at STMicroelectronics from 2004 to 2013. Kate represented STMicroelectronics on the Board of Directors of the Electronic Industry Citizenship Coalition from 2007 to 2013, with responsibility for External Affairs and then in the position of Vice Chair. From May 2016 she represents Edmond de Rothschild Group on the Board of Directors of the United Nations Global Compact Swiss Network. She also teaches periodically on Sustainability and Sustainable Investment at ESSEC Business School in Paris and University of Geneva.

Investments for Development: Frédéric Berney

Frédéric is currently CRO of BlueOrchard a pioneer in impact investing management in Switzerland. He was previously CRO/managing partner of Harcourt from 2003 to 2012, where he became a Managing Director following the acquisition by Vontobel in 2009. Before, Frédéric worked as Head of Risk Measurement at Sanwa International Plc (UFC-Mitsui) in London and held senior risk management positions at Credit Suisse. Frédéric is currently partner at Risk Alternatives, a specialized advisory firm based in Zurich and also founder of CD Global Advisors, an independent Director platform promoting best practice in corporate governance among Funds and asset management companies. He serves as an independent Director in various boards of Fund and Asset management companies.

Institutional Asset owners: Ulla Enne

After having completed her studies in international relations at IHEID Geneva, Ulla worked six years in Private Banking. While working in Private Banking she pursued the MAS program in Finance at the University of Zurich. During these studies she focused on socially responsible investments (SRI) in general and more specifically on microfinance. After completing the master of advanced studies in Finance she deepened her knowledge in the field of SRI during a yearlong assistantship at the Center for Microfinance, Department of Banking and Finance at the University of Zurich. Since 2014 she works as a specialist in SRI within the investment team at Nest. Nest is a pioneer in ethical and ecological investing among pension companies in Switzerland.

Private Wealth Management: Stefano Montobbio

Stefano is Research Director and Global Head of Governance at EFG A.M. since the EFG acquisition of BSI. Early in his career, he served as Deputy Head of AM at Banca Commerciale Italiana (Suisse) with various responsibilities including managing the house European equity fund, preparation of macroeconomic analyses for the Investment Committee and development of Asset Allocation models. In 2003, after the bank was acquired by Crédit Agricole (Suisse), he headed the Advisory and Structured products desk in Lugano. He moved to BSI headquarters in 2007 as Deputy Head of Investment Advisory, where he developed the SRI concept for the group and a proprietary ESG rating system. In 2012 he was additionally charged to define, coordinate and manage the investment process and centralize mandates for Area Europe, where he introduced the ESG approach. In April 2015 he become voting member of the Group Investment Committee and Head of the BSI CIO staff office while still responsible for ESG analysis. He regularly participates in conferences and gives lectures at Centro Studi Bancari on sustainability.

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