Massimiliano Tondi, CFA, FRM, CAIA, FDP

Critic
DISC Type : C

Senior Portfolio Manager at KBI Global Investors

Ireland

Overview

Massimiliano Tondi is a Senior Portfolio Manager at KBI Global Investors, specializing in quantitative strategies, asset management, and market risk. A graduate of Università Bocconi, his career is built on a strong foundation of analytical skills and demonstrated success in investment management, previously holding roles at Fideuram Asset Management Ireland.

His extensive list of professional credentials includes the CFA, FRM, FDP, and CAIA designations, showcasing a deep commitment to continuous learning and professional development within the finance industry.

Unique fact: He holds four highly respected professional designations in finance, including credentials in financial data science and alternative investments.

Personality Overview

Negotiator

Critic

Objective Thinker

They don’t appreciate bells and whistles unless backed by data.  They are quite likely to negotiate on pricing or other key terms. They enjoy working alone and do not rely on others very often.

Topics They Care About

Quantitative Investing
His career includes roles like Quantitative Fund Manager, focusing on improving investment models, optimization, and stock selection through quantitative analysis.
Investment Risk Management
He holds the Financial Risk Manager (FRM) designation and has extensive experience in risk analysis, including VaR, "what if" scenarios, and monitoring institutional funds.
Data Science in Finance
Holds the Financial Data Professional (FDP) credential and recently obtained a Data Science for Investment Professionals Certificate, indicating a strong interest in this evolving field.

Media Appearances

Massimiliano Tondi, KBI Global Investors. Featured in Sustainable Investor

See Now

Work History

9-2014
Senior Portfolio Manager at KBI Global Investors
3-2011 - 8-2014
Quantitative Fund Management at Fideuram Asset Management Ireland
4-2007 - 8-2011
Risk Manager at Fideuram Asset Management Ireland
2-2004 - 4-2007
Risk Manager at CAAM SGR
10-2003 - 2-2004
Assistant researcher at Borsa Italiana SpA

Education

1998 - 2003
110 cum laude from Università Bocconi

More Information

Social Presence :

Prographics :

Exp : 22 Location : Ireland Job Level : Middle Designation : Senior Portfolio Manager at KBI Global Investors
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Insights For Selling To Massimiliano

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Don’t try too hard to build a relationship with them
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Massimiliano is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Massimiliano

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Massimiliano move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Massimiliano take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Massimiliano

Personality Compatibility


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