AGENDA 2025

Access to the venue will be restricted from 5 p.m. Access to the event and auditoriums will be permitted until full capacity is reached.

Auditorium

09:30h - 09:35

Institutional welcome - Madrid City Council

Juan Manuel López Zafra
Director General de Economía de la Comunidad de Madrid

09:35h - 09:40h

Institutional welcome - Unicaja Banca Privada

Jaime Botín
CEO, Epika Comunicación

09:40h - 09:45h

Bienvenida institucional - Epika Comunicación

Jaime Botín
CEO, Epika Comunicación

09:45 h - 10:15h

Market outlook for 2026:scenarios, dynamics and potential winners

2025 balance sheet and investment outlook for 2026 from three portfolio managers


Elena Mesonero
Managing Director,
Caceis


Javier Ruiz del Pozo
Director de mercados,
CNMV
  

10:15h - 11:00h

Transversality and momentum the importance of partnerships
Ventajas de la delegación de mandatos en gestoras especializadas

Kaspar Hense
Senior Portfolio Manager, Investment Grade,
RBC Bluebay AM

Andy Burgess
Fixed Income Product Specialist,
BNY Investments

Jason Simpson
Senior Fixed Income ETF Strategist, State Street Global Advisors

Joe Williams
Head of Product Strategy for BlackRock’s
Strategic Equity Team

11:00h - 11:30

From risk to regulation: The future of crypto assets in the financial markets


Eduardo Navarro,
Presidente y cofundador de Crescenta

11:30h - 12:00h

Coffee Break

12:00h - 12:30h

Intervention by José Manuel García-Margallo | A world in transformation: the impact of geopolitics in the markets

Former Minister of Foreign Affairs and Cooperation

Javier González Cruz
Chief Business Officer,
Allfunds Blockchain


Carlos Navarro
EMEA Blockchain & Digital Assets, Deloitte

Javier Tordable
Co-founder and CEO of STX, professor del IE

Yael H. Oaknin
Fundadora & CEO de Token City

12:30h - 13:15h

Europe on the global stage:: keys to the new investment cycle

Analysis of the current situation in Europe by leading fund managers

Lorena Martínez-Olivares
Executive Director, Directora comercial,
J.P.Morgan AM

Javier García Díaz,
Head of Wealth Sales for Iberia,
BlackRock

Juan San Pío
Director Comercial de Amundi ETF, Indexing & Smart Beta para Iberia y Latinoamérica


Marta Bretones Benavides
Head of ETF and Indexing Sales Iberia, HSBC

13:15h - 13:45h

Emerging markets:Seeking profitability (and a safe haven) beyond the West.

Discussion on the main emerging economies and the opportunities they offer

Juan Luis Luengo
Senior Fund Analyst,
Santander Private Banking

Jorge González Gómez
Director de Análisis,
Tressis

Rubén Ruiz
Head of Long Only,
Caixabank AM

Amelia Benito
Responsable de Arquitectura Abierta,
Ibercaja Gestión

13:45h - 14:00h

 Keynote BNY Investments


Juan Luis Luengo
Senior Fund Analyst,
Santander Private Banking

Jorge González Gómez
Director de Análisis,
Tressis

Rubén Ruiz
Head of Long Only,
Caixabank AM

Amelia Benito
Responsable de Arquitectura Abierta,
Ibercaja Gestión

14:00h - 15:45h

Networking Lunch & Coffee

15:45h - 16:15h

Real-life applications of GenIA in financial services: Best Practices

Salvador Mas offers a demo of GPTadvisor


Aurora Cuadros
Directora corporativa de Securities Services de Cecabank


Salvador Mas
CEO,
GPT Advisor

16:15h - 16:45h

Smart Tech, Smart Money: the new driver of investment

Technology companies discuss the role of AI and the latest solutions for the sector

David Martín
Managing Director – Co country head,
Tikehau

Christian Rouquerol
Managing Director – Co country head,
Tikehau

16:45h - 17:15h

Gestionar el cambio: cómo se redefine la dirección del Asset Management

Fund managers from some of the leading banks analyse the current situation and the main opportunities that 2026 will offer.


Richard Geller
Global Head of Alternatives for Sakorum Funds |Loomis, Sayles & Company | Growth Equity Strategies,
Natixis IM


Richard Brown
Client Portfolio Manager,
Janus Henderson

Sam Joshi
Head of Investment Specialists EMEA & APAC,
JP Morgan AM
 

17:15h - 18:00h

ETFs: from the sidelines to the centre stage
Analysis of the rise of ETFs and their role in discretionary portfolio management

Kaspar Hense
Senior Portfolio Manager, Investment Grade,
RBC Bluebay AM

18:00h - 18:30h

Between giants and diamonds: strategies on how to identify funds that shine on their own

Details to consider when choosing a fund in light of the increase in product offerings

César Villacampa
Jefe Negocio
Banca Privada Ibercaja

Miguel Ángel Fernández
Private Banking Manager,
Abanca


Albert Gavaldà Cazorla
Director Territorial Cataluña,
Singular Bank


Inés López,
Responsable territorial Banca Privada
península de Banca March

18:30h​

Closing & Afterwork

Open Space

10:15h - 10:45h

How to read the trends that will shape the generation of Alpha

Learn about the trends followed by some of the leading fund managers to outperform the benchmark.

Elena Armengot
Directora de ventas, BNP Paribas AM

Alejandro Domecq
Sales Associate Director, M&G Investments

Nuria Ortega
Directora Comercial de Activos Reales
y Alternativos de Amundi Iberia


Luis Merino
Responsable de Renta Fija, Mixtos y Fondos de Fondos,
Santalucía AM

10:45h - 11:30h

La Private banking faces new horizons

Private banking leaders discuss the future of wealth management


Nicolás Barquero
CEO de Santander AM España


Jaime Lázaro
Head Asset Management & Global Wealth, BBVA AM

Ana Martín de Santa Olalla
Directora general de CaixaBank AM

 

11:30h - 12:00h

Coffee Break

12:00h - 12:15h

Caso Cobas: cómo mejorar la eficiencia en el traspaso de carteras con Wealth Reader

12:15h - 12:45h

Cybersecurity workshop

12:45h - 13:15h

Securing the future: safe and sustainable investment in the digital age

The importance of cybersecurity from three key perspectives for the sector

Luca Fasan
Senior Portfolio Manager,
Sycomore AM


Christophe Pouchoy
Global Equity Tech & Thematic Fund Manager
La Financière de l’Échiquier


Johannes Jacobi
Director, Senior Product Specialist, Allianz GI
 

13:15h - 13:30h

Keynote by FNZ

Alain Krief
Head of Fixed Income,
Edmond de Rothschild AM

13:30h - 14:00h

How the relationship with fund managers is evolving how the relationship with fund managers is evolving

New markets, new investors and new demands. How do fund managers stand out in this new scenario?

Alain Krief
Head of Fixed Income,
Edmond de Rothschild AM

14:00h - 15:45h

Networking Lunch & Coffee

15:45h - 16:00h

Keynote by Propifi


Jorge Rodríguez Poza
Director de Plataformas
de Servicios de Inversión,
GVC Gaesco

Luca Lazzarini
Responsable de comunicación comercial,
Banco Mediolanum

Eduardo Peralta
Cofundador y CEO de Inveert
 

16:00h - 16:45h

Speech by Daniel Lacalle | Lacalle responds: The new global economic order

Daniel Lacalle analyses the global situation and answers questions from the audience.

Jorge Rodríguez Poza
Director de Plataformas
de Servicios de Inversión,
GVC Gaesco

Luca Lazzarini
Responsable de comunicación comercial,
Banco Mediolanum

Eduardo Peralta
Cofundador y CEO de Inveert
 

16:45h - 17:00h

Keynote by Vanguard: The great wealth transfer in Spain: opportunities and challenges 

 

Emilio Andreu
Vicepresidente de ASEAFI y socio de DIAPHANUM S.V

17:00h - 17:30h

Financial advice 3.0: reinventing the client relationship
Financial advisers discuss how to connect with Gen Z values and improve their savings and investment experience

Joaquín Barrera
Director de Renta Fija e Inversiones,
Sura Investments

17:30h - 18:00h

Out of the Box: Alternatives that break the mould performance outside traditional markets

Pilar Galán
Socia responsable Legal y Regulatorio del Sector Financiero,
KPMG Abogados

18:00h -cierrer

Closing ceremony and after-work drinks
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