Dr. Stefano Spotti

SREP Dashboard. Peers banks. EBA and others guidelines monitoring. Regulatory limits monitoring. Reputational reporting. RAF development and maintenance

Process data analysis. Automated reports. Preparation of the asset and property portfolio reports. Bank credit curves.

Executive report producer: creator and editor of the weekly report ‘Forex Market Focus' Monitoring, national and international financial markets: analyzing counterparties’ reporting, specialized press and internal regulations to provide on-line support to the bank’s network and other internal offices

- Bond prospectus: conception, composition and draft of bond issue - Bond issue: coordination between the commercial and technical department

- New clients: independent initiation and development of strategies to gain new corporate and retail clients - Enhancing relationships: developing and sustaining institutional client relationships - Consulting: independent product and market consulting for retailers - Portfolio allocation: diversifying clients’ portfolios

• Project Manager: structural development, coordination and execution of all office processes within Asset Management • Asset Manager: market strategies definition and asset allocation of investment lines • Counterparty relations, managing a portfolio of up to 60 million euro

• Foreign & Euro currencies, Eurobonds, Commercial credit policy, hedging and speculative instruments • MID market: matching liquidity needs of institutions with counterparties

• Technical Analyst: analyzing of and reporting on currencies, yields and equities • Italy Mutual Funds overview: pre-to post production of the monthly publication ‘Lettera Fondi’ • Weekly article for the financial Magazin ‘Borsa & Finanza’, ‘Assets to Buy and Hold’

• Analyzing and implementing procedures for managing production processes

Courses on a weekly/monthly basis on assets, currencies and derivatives instruments, portfolio application, Excel add-in, news

Asset management after Eurosim implementing regulations: role of benchmarks and no-load fund units

Main subjects: Community directives and European integration of the securities markets, exchange markets, financing foreign operations, businesses & currency risk management, portfolio management criteria and techniques, international portfolio diversification

Trader - technical analysis, tools and operations; Operate with currencies: technical analysis and hedging instruments

Thesis: ‘Management of a diversified stock portfolio at international level’. Analyzing the specific long run correlation between stock markets and their respective bond markets

Accountant and computer programmer