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
PERUGIADUE is born to create a healthy lifestyle, which is becoming more and more indispensable to guarantee a better future, respecting the expectations of all people who live in a rare environment and in a real estate where their wellbeing and the environment environment always responds to “ecological” and “biogreen” criteria.
PERUGIADUE in its implementation has followed the dictates provided by the Strategic Environmental Assessment (VAS) introduced by the European Directive 2001 / 42 / EC, which refers to the assessment of the effects of interventions in the territory on the environment and on man.
VAS is a continuous process that will take place throughout PERUGIADUE’s lifecycle, integrating it into specific housing needs. The main goal is to ensure PERUGIADUE’s environmental and human health sustainability, ensuring a high level of protection of the environment, people and property. PERUGIADUE is the FUTURE CITY as it has strictly combined the respect for the environment, human health and the innovative structural and architectural features of the property, particularly as regards:
Speakers: Sergio Mazzocchi, Fabrizio Lauro, and Leone Recchi
The province of Perugia shows a strong growth potential for the residential and tourist accommodation sector. Our development hypothesis is focused on the senior living sector and its various innovative forms senior living, assisted living and spec homes built to sell.
Our idea for the development "The City of the Future" is therefore based on the inclusion of functions related to senior living and lifestyle. The whole area will be completed with shared facilities such as fitness trails, green spaces, community gardens, restaurant, wellness area available exclusively for the residents of the private apartments, assisted living apartments and live in senior care units.
Our Highest & Best Use Analysis was based on the following assumptions:
–Return maximization on the already constructed building (selling at prime market price)
–Valorization of the maximum buildable surface allowed
–Valorization of the entire land plot with community facilities
*The analysis is available upon request
**Owner wants to sell the entire land plot comprising a fully completed multi-family building with 19 apartments and related facilities, for more information, please visit the marketplace listing.
***There is significant ability to continue development of the land and community "The City of the Future."
Speakers: Fabrizio Lauro, Leone Recchi, and Sergio Mazzocchi
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