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FundForum Edge: Middle East
June 2023
Online

Tommaso Leodari
Chief Investment Officer at INDEX & Cie

Profile

A value investor at heart, Tommaso has been managing institutional, family and individual wealth over a 16-year career.

He began his career in investment banking with Europe and UK with UniCredit Group, Merrill Lynch and UBS Investment Bank, originating equity and bond offerings and authoring research papers on macroeconomics. He then moved on to wealth and investment management in Dubai, Hong Kong and Singapore where he ran concentrated, high conviction portfolios for large family offices.

A student of the value investing philosophy, Tommaso centers his investment choices are long-term fundamentals. Investigative research is essential to uncover excellent businesses, which are acquired at reasonable prices. In addition, and thanks to his macroeconomic research background, Tommaso has been constantly developing his own quantitative algorithmic methods to support short-term portfolio optimization.

He obtained his MBA from Hong Kong UST, during which he focused on Value Investing at London Business School, and his Master of Science and Bachelor of Arts from Bocconi University, Italy.

Agenda Sessions

  • Talking Heads: Taking advantage of the rapidly expanding family office proposition in the UAE region

    15:10