This is probably the type of company where I can make the most contribution. There will be various topics we can talk about:

• Exposure and management of current and prospective exchange rate risk
• Interest rates: we provide an estimate of what impact their fluctuations may have
• Commodities: we will understand how price trends impact economic results and what strategy to consider
• Governance: let's define the "rules of the game" together to give a robust structure to market risk management processes
• Analysis of operational alternatives for risk management, up to assisting you in their negotiation
• Analysis of the documentation supporting your dealing in derivatives
• Technical training of the Treasury team

The design and implementation of PE transactions often attracts critical issues related to the management of certain market risks, very often for example that relating to the fluctuation of interest rates.

We can talk about how to manage these critical issues and how to be able to neutralize, or at least reduce, the impact of some market variables: Deal Contingent Hedging transactions are sometimes used in this case, while other times traditional solutions offer the best compromise between risks and costs: together we can identify and analyze those alternatives that align to the specific risk profile.

During the implementation phase, then, the PE fund may want to harmonize the financial management of the target company to make it consistent with the group's philosophy and to exploit its synergies: let's talk to you to illustrate how I can help make this process quick, efficient and decisive .

 If you are a holding company with a significant geographical portfolio diversification, you will probably want to talk to me about foreign exchange risks and address the topic of techniques to obtain an acceptable compromise between hedging costs and risk protection

Furthermore, the presence of debt could be a reason to expand the conversation and evaluate together the congruity of the market risk profiles with, for example, the financial "covenants", or with the main economic-financial ratios and with the management objectives

There are some topics that I like to address with "local" and, normally, medium-small sized commercial banks.

For example, we can talk about how to start designing and implementing process automation for FX conversions of your customers' currency payments.

Having managed the sales activity of derivative products for many years at a major bank, I can help you train your financial product sales team, both from the technical side of the products but also from the side of the policies and rules of conduct.

One of my strengths has always been knowledge of the specifics of emerging markets: your team of relationship managers will be able to benefit from my inputs on many markets in Asia, Latin America, the Middle East etc.

If you are a Start Up, you will certainly be busy growing and making your business known, attracting talents who will accompany you on your journey, weaving the network of your suppliers, and guaranteeing the necessary financing in various ways

And, most likely, you will be less inclined to dedicate precious time to analyzing how the fluctuations of the financial markets can be reflected in the economic-financial performance of your "creature", and what structure (people and processes) to give to the management of these aspects. It's something I can happily take care of for you: together we will define the objectives and investments in systems and people that may or may not be necessary; I will show you operational solutions that I can then help you implement.

During my professional experience I have often had the opportunity to deal with the complexity of managing financial risks (exchange rates and interest rates) for Reinsurance companies.

There are peculiarities in this business that often make its management much more complex, as well as attracting consequences on the company's regulatory capital.

In the P&C (Property and Casualty) sector, FX risk management, for example, can be extremely complex for what we call "long tail risks" denominated in foreign currencies.

The complexity is sometimes accentuated by the time (often very long) necessary to determine the exact amount of the "claims".

To my knowledge, there are no "perfect" solutions to manage these risks, but I will be able to make the experience accumulated in one of the most important centers in the world for P&C available to your company, to help you analyse them correctly.

In addition to my role as a Business Consultant, I also offer Financial Consultancy services tailored to families, wealth managers, and investors seeking expert guidance in today's intricate economic and financial environment.

I’ve created a dedicated section on this website where you can explore my approach to financial consulting and understand why my services could be the right fit for you.