Morys Cavadini
Partner, BMA Brunoni Mottis & Associati Studio Legale SA
Morys Cavadini is Partner of BMA Brunoni Mottis & Associati Studio Legale SA and head of BMA’s banking & financial markets department. He specializes in all aspects of financial and banking law, and also represents financial intermediaries and their customers before Swiss courts and supervisory authorities. He is also active in arbitration. Since 2014, Morys teaches for the CAS (Certificate of Advanced Studies) Compliance in Financial Services, organized by the “Centro di Studi Bancari”, Vezia, together with the “Centre de Droit Bancaire et Financier” of the faculty of Law of the University of Geneva. From 2005 to 2009 he was the CEO of the Swiss Association of Asset Managers. Morys holds a Master of Law degree from the University of Basle and the LL.M. International Business Law from the University of Zurich ("Magna cum Laude").
Francesco Crocenzi
Founding Partner, Studio Legale Crocenzi e Associati
Avv. Francesco Paolo Crocenzi is the naming partner of Studio Legale Crocenzi e Associati (the “Firm”), with offices in Lugano and Milan. The Firm advises on Italian and EU law.
Avv. Crocenzi graduated maxima cum laude in the Law School of the LUISS Guido Carli University of Rome, and holds a post-graduate degree in European Law (Licence spéciale en droit européen) from the Université Libre de Bruxelles; from 1992 to 2002 he was Professorial Assistant in the Department of EU law, Law School of the LUISS Guido Carli. Until mid-2017 (when he moved to Lugano) he was Adjoint Professor of Financial Intermediaries Law at the University of L’Aquila, seconded to the School of the Guardia di Finanza of Coppito (AQ).
He published several contributions on financial law in journals, books and multi-jurisdiction surveys, including the section on Italy of a research on the liability arising from representations in a Prospectus c/o Harvard University; since 2002 he is the curator of the Italian chapter of the book “International Securities Law and Regulation”, published by Juris Publishing (New York). He wrote the chapter on Italy of a multi-jurisdiction survey on the Alternative Investment Fund Managers Directive (AIFMD) published in 2014 by Oxford University Press, and in 2017 he gave a presentation on the implementation on the MiFID II in Italy at the Annual Conference of the Investment Funds Committee of the International Bar Association. Periodically he gives presentations at the French Association of Management Companies (AFG-ASSFI) on the developments in the Italian financial regulations.
Avv Crocenzi practises corporate law with a focus on financial law, securities regulations and EU laws and regulations. He advises international clients on several matters related to the distribution and listing of financial instruments in Italy, including units of collective investment schemes, and on the promotion of investment services, mostly in connection with IMAs with Italian entities. In addition, he advises on the establishment of branches in Italy, and since his arrival in Lugano he deals with the issues related to the operations of the Swiss intermediaries in Italy in light of the transposition of MiFID II in this country, and of CONSOB guidance.
In particular, Avv Crocenzi assists about 130 Asset Managers and/or vehicles, representing about 20/25% of the foreign funds marketed in Italy (including the only foreign AIF authorised to the retail marketing in Italy), and one-third of the issuers of ETFs listed on Borsa Italiana.
Avv Crocenzi is mother-tongue Italian, he works in English and French and is fluent in Spanish.
Patrizia Rivera Mariotti
In-house legal, PKB Privatbank SA
Patrizia Rivera Mariotti is in-house legal PKB Privatbank SA and Director of Planetarium Fund SICAV.
Patrizia has 10+ years of experience in financial industry before as legal in a counsel and then in the banking sector. She has deep expertise with structuring collective investment schemes and her work as in-house legal consists also to support the bank to comply with the regulatory changes. Patrizia graduated with a Master in International Law at the University of Bern and holds a Bachelor of Science in Business Administration. Patrizia promoted in 2010 the Lugano-Milano chapter of 100 Women in Hedge Funds and since then she is part of the Education Committee.
Aleksandra Kozlica
Fund Structuring and Investment Solutions, Valeur Group
Aleksandra is responsible for the offering of all Luxembourg domiciled funds covering traditional and alternative investment strategies (UCITS and SIF), and for the supervision of all fund service providers. Aleksandra is specialized in the structuring of tailor-made collective and dedicated investment funds, for private and institutional clients. Aleksandra holds a Bachelor’s and Master’s Degree in Finance from the Bocconi University and an International Baccalaureate Diploma from the United World College of the Adriatic where she was awarded scholarships. Aleksandra also studied financial derivatives at the London School of Economics and at Plekhanov University International Business School in Moscow.
