Sergio Mazzocchi

Title
Chief Executive Officer
@
Company
SOCIETE PRIVEE D'INVESTISSEMENT s.a.

Sergio runs a multi-family office and helps clients all over the world to solve complex problems and achieve substantial lasting improvements in in their financial investments. His mission and commitment to serving his clients started in 1994.

Sergio has a PhD in Economics from the Università degli Studi di Bergamo and attended 3 Executive Masters in Alternative Investments.

He completed a Master in Financial Analysis and is an European Chartered Financial Analyst, he currently holds a designation and its a Member of EFFAS (European Federation of Financial Analysts Societies) and Member of AIAF (Associazione Italiana Analisti Finanziari)

Currently his areas of focus include the following:

- Strategic Asset Allocation

- Tactical Asset Allocation

- Portfolio Construction

- Liquid / Illiquid Investments (Private Equity and Real Estate)

- Manager Selection

- Portfolio Management

- Principal Investing

- Risk Overlays

- Back / Middle Office

- Compliance & Legal Overview

Past Speaking Events

  • Italian Residential Investment Opportunity in Perugia
    hosted by SOCIETE PRIVEE D'INVESTISSEMENT s.a.
    October 20, 2022
    11:00 AM - 11:30 AM
    Webcast
  • Societe Privee D'investissement S.A. - City of the Future
    hosted by SOCIETE PRIVEE D'INVESTISSEMENT s.a.
    December 2, 2022
    11:00 AM - 11:30 AM
    Webcast

About SOCIETE PRIVEE D'INVESTISSEMENT s.a.

PRIVATE EQUITY AND REAL ESTATE INVESTMENTS COMPANY

SOCIETE PRIVEE D’INVESTISSEMENT S.A. (SPI SA) is an international and private "investment - merchant bank", founded in May 1999 by private (family office) and institutional (investment funds) investors focused on securities and / or real estate investments worldwide in small and medium-sized enterprises.

SPI S.A. is a medium-long term investor with a very high and sophisticated industrial and financial approach with active investment management thanks to the services offered by SPI S.A. to investee companies.

In the selection of investments, “build up” projects are privileged, accelerating the growth and enhancement of investee companies.

SPI S.A. also operates in Private Equity and Venture Capital by exploiting the skills of its team and its consultants, invests and co-invests in opportunities with high growth potential, offering capital, financial and industrial strategies among the most innovative on the market as well as strategic and operational resources dedicated to high professionalism.

WEBSITE: https://www.spi-sa.eu