Speaking to Legends

#2 Francesco Filia - Don't Be Afraid of Change

May 12, 2020 Nikita Fadeev Episode 2
Speaking to Legends
#2 Francesco Filia - Don't Be Afraid of Change
Show Notes Chapter Markers

Francesco Filia, CEO of Fasanara Capital, started his career at J.P. Morgan and Merrill Lynch and then co-founded Fasanara Capital in 2011. In this episode, we learn about Francesco’s days on the sell-side and the underlying principles on which he built his hedge fund. He also talks about why he is bearish on the market but bullish on the economy and why he thinks VaR is a bad measure of risk what is a better one. We close by Francesco’s outlook for the asset management industry.

For links, resources and book recommendations by Francesco, see our episode show notes on our website.

We value your feedback and we would appreciate any suggestions for improvement. Please take our survey.

Start of Francesco's career
Transition from JP Morgan to Merrill Lynch
Setting up Fasanara Capital
Bearish on the market but bullish on the economy
Risk indicators and their performance
Outlook on the asset management industry
Advice to younger self