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EDHEC-Risk Executive Education

New Frontiers in Retirement Investing Masterclass

16 October, 2017 - Milan, Italy

EDHEC Business School is proud to present a new international initiative offered jointly with SDA Bocconi School of Management: the Masterclass on New Frontiers in Retirement Investing.

The workshop focuses on the topic of Retirement Investing, drawing on the latest academic research with practical relevance. The two pillars of the financial debate on retirement needs - funding and investments - are analysed in depth by experts from two leading European business schools. The workshop also includes a roundtable discussion where regulators and investment managers will exchange their perspectives on the topic.


The morning session will be conducted by Professor Filotto, Professor of Banking and Insurance at SDA Bocconi School of Management:

Financing the life projects of retired individuals: strategies and products

  • Senior finance: the lending side
  • "Cessione del Quinto della Pensione": wage and pension assignement loans
  • The "BEE (i.e. APE)": financing early retirement
  • The Italian market for reverse mortgages

The afternoon session will be conducted by Professor Martellini, Professor of Finance at EDHEC Business School and Director of EDHEC-Risk Institute:

Retirement investing solutions for individuals in accumulation

  • The retirement problem, an opportunity (to add value) for the financial industry
  • Shortcomings of existing retirement products for individuals in accumulation
  • Goal-based investing principles applied to retirement investing
  • Improved forms of retirement solutions
  • Meeting the mass-customisation challenge


  • Tuition fee: EUR 600
  • Early Bird rate: EUR 560 - Available until 16 August, 2017
  • Alumni rate: EUR 420
  • Group rate (from 3 people): EUR 480
  • CFA member rate: EUR 510
Discounts are non-cumulative and may not be combined.


Enrollment Procedure:

The final deadline for enrollment is 26 September, 2017.

Enrollment requests received after the final deadline may be accepted. For information on this option, please contact Cristiana Testa (cristiana.testa@sdabocconi.it).

To aid the learning process, a limited number of participants can enroll in the programme. Priority will be given on the basis of the arrival date of the enrollment request form, which must be filled in, signed and sent to:

SDA Bocconi School of Management - Executive Education Open Programs Division
Via Bocconi, 8
20136 Milano
Fax +39 02 5836.6833
E-mail: cristiana.testa@sdabocconi.it


The Masterclass will be held on the SDA Bocconi School of Management Campus in Milan.