Luca Zaccagnino

Head of UBS Next Connect

2024

Executive Director (UBS Next)

2021 - 2024

LIBOR Migration Program

2019 - 2023

Global Conduct Risk Lead for LIBOR transition

Consultant - Monitoring and Controls

2018 - 2019

- Client Price Setting Governance - Benchmark Regulation SME

Founding Member

2022

Director

2012

Financial consulting with expertise in: - capital markets, derivatives and structured products, ETFs, HNWIs and private investors products - alternative investments, private equity and venture capital (fintech), fundraising - set up of investment vehicles (asset management), support to investor relations - governance, regulatory risk, management, conduct & culture - Strategic change initiatives - Software development and data analytics

Director - UK

2018 - 2019

- Business development with financial institutions and HNWIs - Strategic partnerships

Co-Founder and General Partner

2014 - 2018

Identify and evaluate investment opportunities, perform financial analysis, build the case for investments. Supported the set up of the global infrastructure for business effectiveness, risk management and tax efficiency. - due diligence - investment case structuring - stakeholder engagement - investor relations - business development - portfolio management

Subject Matter Expert - Finance, Fintech, Energy, Renewables

2014 - 2017

Subject matter expert on: - Banking, Finance & technology (fintech) - Energy Markets, Renewables - Innovation - Scenario analysis and scenario planning; - Strategic forecasting and early warning analysis; - Post-mortern analysis and simulations; - War-games.

Structurer - Capital Resolution Group

2015 - 2016

Worked on the design, development and implementation of a global remediation project. Responsibilities: - Stakeholder engagement and effective communication; - Modelling of multi-asset-class derivatives, including quanto options (based on quanto theory); - Management of conduct risk & consideration to culture.

Board Director

2012 - 2015

- Served as trusted advisor to the CEO for all aspects of the business including strategy, financial management, fundraising, investor relations, risk and compliance, HR. - Provided organizational direction in setting up strategic objectives and MI, policies and controls; - Contributed strategically to the build-up of the brand, the client base and the business, implemented A/B testing, and introduced sales discovery/ customer interviews and design sprints. Expertise: Financial modelling, Valuations ( including comparables, DCF, Gordon growth model, precedent transactions, venture capital method, dilutions, etc. ), Product Management, identification of product-market fit, lean methodologies, business model canvas, business validation board.

Vice President - Sales and Business Development

2007 - 2012

Salesperson and product manager in a multi-asset-class business with responsibilities for derivatives and structured products for distribution through intermediaries (e.g. banking networks, wealth managers, IFAs and private banks, to HNWI, UHNWI, affluent clients) or listing on Regulated Exchanges. Delivered business turnaround, multi-fold P&L increase (up to +250% YoY) and improved brand recognition, primarily by: - adopting innovative business models, - identifying market needs and maintaining appropriate engagement of senior stakeholders, key partners and business executives, - executing timely and rigorously on plans. Sales-trading oversight for a portfolio in excess of €3Bn AUM. Products in scope: Derivatives, Structured Products, Structured Notes, benchmark certificates, delta1 mini futures, warrants, options (vanilla, volatility and exotics), funds, ETFs, managed accounts, bespoke structures. Asset Classes: equity, bonds, interest rates, commodities, FX, global and thematic benchmarks, baskets, funds, CTAs.

Product Manager - Public Distribution

2007 - 2008