Pietro Maria Casati
Board Member at Youhosty- Claim this Profile
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Italian Native or bilingual proficiency
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English Professional working proficiency
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Spanish Elementary proficiency
Topline Score
Bio
Credentials
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IELTS
British Council; University of Cambridge ESOL ExaminationsApr, 2013- Nov, 2024 -
IPEC (International Professional English Certificate)
The British Chamber of Commerce for ItalyMay, 2012- Nov, 2024
Experience
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Youhosty
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Italy
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Real Estate
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1 - 100 Employee
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Board Member
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Jul 2020 - Present
Youhosty - Real Estate Property Management Company, with a Quantitative Financial Approach and a Flexible Model - www.youhosty.comYouhosty is a company specialized in flexible (long-short) rent property management services, online and offline.
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Co-Founder - CFO - Business Development
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Mar 2016 - Present
I am responsible for administration, corporate finance and business development activities. Main CFO and administration activities - structuring and development of internal accounting system - structuring and development of internal management control system - structuring and development of invoicing model - financial statement creation, cash flows and liquidity analysis for investments (mainly Capex, R&D) - structuring and development of internal coordination system to manage the runner for check in/out, cleaner and laundry. Main business development activities - creation of the company web site and maintenance - digital marketing activities coordination - structuring and development of the monthly reports sent to the client in order to analyze the returns coming from the rent - structuring and development of the advisory model adopted in new properties scouting phase - brainstorming and development of power point presentation and pitch in front of new potential investors, clients, real estate funds developer and brokers - closing of new agreements with providers - advisory and relationship activities with clients. Show less
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Confcommercio Milano
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Italy
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Civic and Social Organizations
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100 - 200 Employee
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Member of Governing Council Young Entrepreneurs
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Nov 2021 - Present
The Young Entrepreneurs Group of the Province of Milan represents about 6,500 “under 42” entrepreneurs who are members of the Trade and Territorial Associations of Unione Confcommercio. It promotes training programs, meetings, conferences; enhances the role of young entrepreneurs in social and institutional spheres; updates and raises awareness of national, regional and municipal funding instruments. https://www.confcommerciomilano.it/it/associazioni/gruppo_giovani/consiglio.html The Young Entrepreneurs Group of the Province of Milan represents about 6,500 “under 42” entrepreneurs who are members of the Trade and Territorial Associations of Unione Confcommercio. It promotes training programs, meetings, conferences; enhances the role of young entrepreneurs in social and institutional spheres; updates and raises awareness of national, regional and municipal funding instruments. https://www.confcommerciomilano.it/it/associazioni/gruppo_giovani/consiglio.html
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Fineco Bank
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Italy
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Financial Services
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700 & Above Employee
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Private Banking, Financial Planning & Wealth Advisory. Co-Founder Sequoia Capital Team
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Sep 2021 - Sep 2022
Exit with portfolio transfer in Sep 2022 and business referral agreement with the team. Co-founder of Sequoia Capital Team in FinecoBank. We adopt an innovative investment approach based predominantly on a “fee only” model with ETF, leveraging the “best in class” fintech advisory platforms developed by FinecoBank. Registered Financial Advisor - OCF - resolution n. 1682 date 27/05/2021 with serial n. 627759. Main activities: - Investment portfolios - Wealth advisory (protection, succession, tax planning, insurance solutions) - Real Estate (innovative solutions combining financial & real estate investments) - Corporate advisory (liquidity management, M&A) Show less
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Fideuram Asset Management SGR
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Italy
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Financial Services
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100 - 200 Employee
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Business & Product Development - Asset Management
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Feb 2017 - Mar 2020
Member of the product development team. Main activities of the team: -responsible for the structuring and launch of all the new AIFs, UCITs, "NEWCITs", SICAVs and other wealth management vehicles to be allocated to the HNWIs through the captive distributors (Banca Fideuram and Intesa Sanpaolo Private Banking). -Responsible, together with the portfolio managers, to define the asset allocation and investment policies for all the new products. Work closely with the portfolio managers, economists, strategists, risk management and with legal, compliance and operation departments. -Manages relations with the other asset managers' business development teams, in order to structure new products in partnership. -CRM activities to support the Institutional clients. Follows the steps to join the open call for tender in order to gain new institutional mandates (RFP editing). Creation of the investment policy and the identification of the most efficient vehicle to be used for the new mandates. Show less
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BNP Paribas Asset Management
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France
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Financial Services
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700 & Above Employee
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Business Support Analyst_Asset Management
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Mar 2014 - Feb 2017
Member of the Italian GFS team (Global Funds Solution) team_operating across: Luxembourg, France, UK, Belgium and Netherlands. I currently support the sales effort across the Institutional sales team and both the internal and external distribution channels for Retail, Private and Wholesale clients. Products development activities. Support to the Institutional Clients CRMs: •Developed a deep understanding of different asset classes and investment styles used by Pension Funds, Insurance Companies, Governments and their financial advisors in building the best investment portfolios •Maintained client relationships effectively by supporting CRMs through sales presentations and SalesForce tool, while working closely with institutional clients’ advisors to understand clients’ requirements and turn them into a sales opportunity by proposing solutions •Implemented clear analysis about competitors’ investment vehicles based on research focusing on the funds’ management strategy, products characteristics, performances, ratings and expenses •Worked with Portfolio Managers and Investment Specialists to understand prospect clients’ needs •Participation in the on-boarding of new mandates, gathering information to implement RFPs Show less
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Associazione IBAN
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Italy
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Financial Services
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1 - 100 Employee
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Crowdfunding Scientific Commitee Coordinator
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Sep 2013 - Aug 2014
I was involved in a no-full time and extra working activity as coordinator of crowdfunding scientific committee. I had to study for the best interaction between Angel Investing and crowdfunding with the final publication of a Paper based on the state of the art of crowdfunding in Italy. I was involved in a no-full time and extra working activity as coordinator of crowdfunding scientific committee. I had to study for the best interaction between Angel Investing and crowdfunding with the final publication of a Paper based on the state of the art of crowdfunding in Italy.
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Internship_Audit and Consulting_Financial Services
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Oct 2013 - Mar 2014
-Audit GFSI - Global Financial Services Industry_ Audit services for the main Banks, Asset Managers and Insurance Companies. -Consulting - Law 262/05_Banking Balance Sheet_for the main Italian banking group. -Audit GFSI - Global Financial Services Industry_ Audit services for the main Banks, Asset Managers and Insurance Companies. -Consulting - Law 262/05_Banking Balance Sheet_for the main Italian banking group.
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AIFI - Associazione Italiana Private Equity, Venture Capital e Private Debt
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Italy
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Internship_Analyst_Private Equity
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Mar 2013 - Aug 2013
I was involved in the following activities: - second joint survey VeM - IBAN on early stage financing in Italy - quantitative and qualitative research about Private Equity and Venture Capital investments in Italy; - investments report 2012, for Venture Capital Monitor (VeM) and Private Equity Monitor (PEM); - interesting Terms and Conditions analysis of all Italian Private Equity funds; - IBAN survey 2012 (report on Angel Investing in Italy during 2012); - organization of important events for IBAN - corporate valuation - course in Business Planning (MSc in merchant banking LIUC) Show less
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Education
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2015 - 2017
SDA Bocconi
Executive Master Corporate Finance and Banking -
2010 - 2013
Università Cattolica del Sacro Cuore
Economics and Business Administration, Economics -
2004 - 2009
Liceo Scientifico
High School Diploma in Mathematics, Physics and Scientific Subjects, (A-Level)
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