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Which Reference Currency? (Geneva)

Event Description

CFA CE Event is hosted by Thomson Reuters

Why the standard approach of a single reference currency is no longer appropriate

Wealthy families with a global footprint have liabilities and financial objectives in multiple currencies.  Moreover, even without a global footprint, current macroeconomic and geopolitical uncertainties make currency risk the crucial issue n wealth management.

​In examining how families should manage currency risk, it is necessary to revisit the functions of money and take a fresh look at the concept of risk.  This approach leads us to abandon the notion of a single reference currency in favour of a customised basket of currencies, representing liabilities and financial objectives.

In this context, the approach used by central banks in managing their reserves is also applicable to private wealth.  Dr. Ballocchi CFA, will discuss a proposal how currency baskets is an ideal solution.

Event Type


Education Topic


Start Time

23/03/2017 12:15

End Time

23/03/2017 13:45





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Location Info

Warwick Hotel

14 rue de Lausanne, Geneva​


​Dr. Giuseppe Ballocchi CFA, specialises in derivative-based strategies and is passionate about bridging the gap between the theory and the practice of finance.  He is a partner with Alpha Governance Partners, which focuses on fostering excellent risk-based investment governance, especially in alternative investments. He is also a partner in a fintech start up and at consultancy FinArchitects.  Dr. Ballocchi serves as a member of the Board of Governors of CFA Institute, where he has chaired the Audit and Risk Committee and on the Board of the REGMIFA fund, where he also served as an FX advisor.  He is writing a book on Pitfalls in Wealth Management, to be published by Wiley later this year.  He is an Adjunct Professor at the University of Lausanne, where he is a member of the Steering Committee for the Master in Finance. 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. Dr. Ballocchi is a past president of the CFA Society of Switzerland, where he also served as chair of continuing education and university relations. He has been a CFA exam grader, served on the Executive Advisory Board of the Education Advisory Committee of CFA Institute and on the Annual Conference Committee, and was on the Board of Regents of the Financial Analysts Seminar. He holds a laurea (MS) in physics from the University of Bologna (Italy), an MBA from the Open University (United Kingdom), and a PhD in high-energy physics from the University of Rochester (United States). He is the author of more than 50 academic publications in physics and finance and a frequent speaker at a number of international conferences

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Event Category

CE Event

All Day Event





Content Type: MyCFA Calendar
Created at 20/12/2016 15:36 by
Last modified at 28/03/2017 16:33 by