Enterprising Investor
Practical analysis for investment professionals

Giuseppe Ballocchi, CFA

3 Posts

Biography

Dr. Giuseppe Ballocchi, CFA, is passionate about bridging the gap between the theory and the practice of finance with a pragmatic, multi-disciplinary approach. He is a partner with Alpha Governance Partners and specializes in derivative strategies. Dr. Ballocchi serves on a number of company and investment fund boards and is a member of the Future of Finance Content Council of CFA Institute. He is an adjunct professor and member of the steering committee for the master in finance at the University of Lausanne and a visiting professor at the University of Malta. He served on the Board of Governors of CFA Institute, where he chaired the audit and risk committee. He also served as president of CFA Switzerland. Dr. Ballocchi was head of financial engineering and risk analytics at Pictet & Cie; chief investment officer at Olsen Ltd.; a fixed-income manager at the Asian Development Bank in Manila; and a high-energy physicist at CERN. He holds a laurea (MS) in physics from the University of Bologna in Italy, an MBA from the Open University of the United Kingdom, and a PhD in high-energy physics from the University of Rochester in the United States. He is the author of more than 50 academic publications in physics and finance, including a reading for the CFA curriculum. He is currently writing a book on pitfalls in wealth management.

Author's Posts
Goals-Based Investing: Should It Be the Norm?

To paraphrase Richard Thaler, all finance is behavioral. In the same spirit, all investment management should be goals-based.

The Libra Project: A Timely Wake-Up Call?

Libra represents a timely opportunity — and a critical wake-up call, says Giuseppe Ballocchi, CFA.

A Hard Lesson from Brexit: Managing Currency Risk

The protection of global purchasing power in the wake of Brexit underscores the need to replace the use of a single reference currency with the introduction of a suitable currency basket, says Giuseppe Ballocchi, CFA.



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