FD

Fabrizio Dolfi

Senior Manager Italy / Head of Institutional & Family Office Sales, Investor Relation Private Assets

Milan, Lombardy

Invests in

Sectors:

Locations:

  • Min Investment:

    $5,000.00
  • Max Investment:

    $50,000.00
  • Target Investment:

    $25,000.00

Education

Work Experience

  • Senior Manager Italy / Head of Institutional Investors & Private Assets

    2018

    Nov 19/Present - Senior Manager Italy / Head of Institutional Sales & Private Assets Product Specialist Private Equity / VC / Private Debt / Liquid Alts - Coordinating the sales effort in the Italian market - Responsible for development/sales to Institutional Investors - Product Specialist for the Italian market on Alternative Investments - Responsible for the Capital Raise of our PE Secondaries Fund, VC and Private Debt Fund - Coordinating the marketing effort in Italy / Marketing intelligence Nov 18/Oct 19 - Senior Market Dev. / Product Specialist / Marketing Coordinator - Market Development Manager for the firm's Alternative platform. - Responsible for the Capital Raise of our PE Secondaries Fund and Private Debt Fund - Product Specialist for Private Assets and Alternative strategies - Coordinating the marketing effort in Italy / Marketing intelligence Jan 18/Oct 18 - Senior Market Development Manager - Private Equity - Responsible for the development of the private asset platform in Italy Target Investors: Insurance Co, Bank Foundations, Casse, Pension Funds, Family Offices.

  • Angel Investor

    2017

    Focus on: Fintech - Medtech - Edtech - IoT - Blockchain - AI

MYSD LTD - Mobile Health/Education Start-up

2011

  • Founder

    2011

    Creator, Founder and Director of the Not-for-Profit startup MYSD LTD, a UK based initiative aimed at promoting health education among teenagers and young adults. Lead the creation, successful launch and growth of our Health/Lifestyle mobile app: Data gathering, UI Design, Strategic Content Organization, Marketing Strategy, Strategic Collaborations, International Expansion. Achievements: − 2013: Selected as one of the most innovative and disruptive small UK businesses − 2014: NHS Health Apps Library - Included in the in the list of medical apps reviewed and approved by NHS own clinicians (NHS: UK National Health Service) − 2014: Invited to present the app at the Health 2.0 Medical Conference in London − 2015: Selected for the EU FICHe (Future Internet CHallenge eHealth) Accelerator program and received funding from the European Union. − 2016/17: Established cooperation with foreign Universities for content translation and international promotion. - 2017 Number of countries where our health app was downloaded passed the 100 mark

  • Snr. Executive Director – Strategic Products – Institutional Clients Group

    2005 - 2010

    2008/10 - Snr. Executive Director – Strategic Products Placement − Marketing Strategic Investments to Institutional Investors, Family Offices and Alternative Funds of Funds. − Responsible for the promotion of in-house and third-party funds and investment strategies with various underlying (Credit, Equity, EM, Munis, HY, FX) and different packaging formats (Cash Funds, Delta One, Formula Fund, Levered, Unit Linked, ETF). − Coordinating the distribution of cash and managed Credit Products to Real Money accounts 2007/08 - Executive Director - Credit Sales – Cash & Structured − Responsible for the placement of cahs and managed Credit Products to Real Money Accounts (Inv Grade, HY, EM, ABS, CLO, CDO, Distressed). 2005/06 - Executive Director - Credit Sales - Cash Products − Marketing all Cash Credit Products (Inv. Grade / HY / EM / ABS) to top-tier Funds and Insurance Companies.

2000 - 2004

  • Vice President - Fixed Income Group

    2000 - 2004

    2003/04 - Vice President - Credit Sales - Milan - Responsible for the distribution of all Credit Products, both cash and lightly structured to top-tier Italian Funds & Insurance Companies. 2002/03 - Vice President – Fixed Income Sales – London / Milan - Marketing Bonds and ABS to a mix of Top and Second Tier Accounts. 2000/01 - Associate – Credit Sales - London - Marketing Corporate Bonds to Second Tier Institutional Clients (Banks / Mutual Funds / Insurance Companies)

1998 - 2000

  • Associate - Fixed Income Sales

    1998 - 2000

    1998/00 - Associate - Fixed Income Sales − Marketing dollar fixed income products to Italian Institutional Clients and Italian credit product to US financial institutions. − Part of a three people team managing the fixed income part of the Bank’s proprietary portfolio.

1997 - 1997

  • Summer Associate - Private Client Service

    1997 - 1997

    - Responsible for the preparation of clients' monthly performance reports - Putting together Outlook presentations on financial markets - Assisted various on-site and off-site clients meetings

Dolfi Franco Custom Made Furnitures

1990 - 1995

  • Relationship Manager

    1990 - 1995

    Part-time employment to cover university costs − Coordinated the various subcontractor firms − In charge of the interactions with the designer studios