Riccardo Grisa, CFA

Investment Manager at Agenda Invest
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
CH
Languages
  • Italiano Native or bilingual proficiency
  • Inglese Full professional proficiency
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • CFA
    CFA Institute
    Aug, 2017
    - Nov, 2024

Experience

  • Agenda Invest
    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Investment Manager
      • Jan 2018 - Present

      - Management of HNWI multi-asset discretionary mandates;- Asset allocation and oversight of all families' assets.

    • Portfolio Manager
      • Jul 2016 - Dec 2017

      - Management of HNWI multi-asset discretionary mandates;- Oversight of all families' assets;- Management of a certificate investing in Forex and Precious Metals;- Co-management of a multi-asset, multi-strategy UCITS fund (Agenda Liquid Premium).

  • Medigest SA
    • Switzerland
    • Capital Markets
    • 1 - 100 Employee
    • Investment Manager
      • Jan 2014 - Jun 2016

      - managing the equity part.- investing mostly on US and European corporates; - stock picking for the equity part (50 to 100%) with a 1+ year view; - covered call strategy to pick up some extra yield; - some exposure to credit analysis for the fixed income part (0 to 50%) focusing on short term bonds up to 3 years (USD).

    • Fixed Income Trading and Sales
      • Feb 2013 - Jun 2016

      - execution desk operations for a 2 billion USD fund;- execution and trading for clients from America, Europe and Asia;- cold calling new potential clients and maintaining existing relationships;- bond research with focus on short term (usually up to 36 months) securities in USD and EUR, from investment grade to high yield.

  • Simmetrix
    • Consulente
      • Sep 2012 - Jan 2013

      Consulting to few major Italian Banks about derivative products. Consulting to few major Italian Banks about derivative products.

Education

  • The London School of Economics and Political Science (LSE)
    Master's degree, Finance and Economics
    2011 - 2012
  • Università Commerciale 'Luigi Bocconi'
    Bachelor's degree, Finance and Economics
    2008 - 2011

Community

You need to have a working account to view this content. Click here to join now