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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.

Unicaja Private Banking Auditorium

CFA Society Spain Open Space

Auditorium

09:30h - 09:35

Bienvenida institucional - Comunidad de Madrid


Macamen Tejera Gimeno
Viceconsejera de Economía y Empleo,
Comunidad de Madrid

09:35h - 09:40h

Institutional welcome - EPIKA Communication


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
Moderated by Daniele Vivolo from Allfunds

Michael Field
CFA, Chief European Market Strategist,
Morningstar

Uli Gerhard
Senior Portfolio Manager – High Yield Insight,
BNY Investments

Gabriel Elias Sabbag
Senior Proposition Manager, LSEG

 

 

10:15h - 11:00h

Transversality and momentum the importance of partnerships
Advantages of delegating mandates to specialised management companies
Moderated by Rocío Arviza, from Capital Radio

David Anglés
Head of Marketing South Europe
& France at Allianz Global Investors

Elena Guanter
Directora General Iberia y Latam,
Candriam

Diego Rueda Moltó
Responsable de fondos de fondos y selección de fondos,
Unicaja Asset Management

André Themudo
Head of Wealth for BlackRock in Iberia

11:00h - 11:30

Del Riesgo a la Regulación: El Futuro de los Criptoactivos en los Mercados Financieros (EN)

Arnaud Misset,
Chief Digital Officer,
CACEIS

 
  

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

José Manuel García Margallo,
Ministro de Asuntos exteriores
y Cooperación (2011-2016) y ex eurodiputado

12:30h - 13:15h

Europe is coming back strong: the Continent regains its appeal for investors
Analysis of the current situation in Europe by leading fund managers
Moderado por Xiaoying Zhou, CFA, de Rankia Pro

Benjamin Conquet
Fixed Income and Multi-Asset Product Specialist
Edmond de Rothschild AM


Brian Hall
CFA, Portfolio Manager of the European Equity team within BlackRock’s Fundamental Equity Group


Damien Mariette
 Gestor de carteras de renta variable temática,
CPRAM, Grupo Amundi


Ben Stapley
Managing Director.
JP Morgan AM

13:15h - 13:45h

Emerging markets: Seeking profitability (and refuge) beyond the West
Discussion on the main emerging economies and the opportunities they offer
Moderado por Tomás García-Purriños, de Santander Asset Management

 


Altaf Kassam
Europe’s Head of Investment Strategy & Research,
State Street Global Advisors
Mauro Ratto
Co-Founder & Co-Chief Investment Officer
at Plenisfer Investments (Generali Investments)

Kevin Daly
Investment Director Fixed Income, at Aberdeen Investments		 

13:45h - 14:00h

Keynote by BNY Investments
Junk Bonds: We separate our waste carefully

Uli Gerhard
Senior Portfolio Manager – High Yield Insight,
BNY Investments

14:00h - 15:45h

Networking Lunch

15:45h - 16:15h

Out of the Box: Alternatives that break the mould performance outside traditional markets
Moderado por Cristina Moreno, de Arcano Partners

Ruth Martín
Manager de Relación con Inversores,
Crescenta
Romualdo Trancho
Sales Leader de Investment Solutions & OCIO Services,
Mercer España

Grégory Torrents
Investment Director,
ClubFunding
 

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
Moderated by Silvia Morcillo, from Estrategias de Inversión

David Lozano
Fundador y CEO, Wealth Reader

Sara Mena
Head of Delivery and Solution Consulting Iberia
FNZ

Enrique Velázquez Álvarez
Socio Fundador y CEO de VDOS
 

16:45h - 17:15h

Managing change: how the direction of asset management is being redefined
Fund managers from some of the leading banks analyse the current situation and the main opportunities that 2026 will offer.
Moderated by Elena Mesonero, from CACEIS


Miguel Artola
Director de Bankinter Gestión de Activos

Arantxa López-Chicote
Directora de Producto, Inteligencia de Mercado y Digital de Santander Asset Management

Emilio Mejía
Consejero Delegado Unicaja Asset Management		 

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
Moderado por José García-Zárate, de Morningstar

Pablo Bernal
Director General de Vanguard en España
Lorena Martínez-Olivares
Executive Director, Directora comercial,
J.P.Morgan AM

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

Silvia Senra
Member of the Asset Managers team
for BlackRock in Iberia

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

Sebastián Larraza
Director de análisis, selección y gestión de fondos de
Andbank Wealth Management

Borja Ocejo
Equity and Multi-Asset Fund Selector,
Santander Private Banking

Elena Ruiz Takata
Directora de Arquitectura Abierta,
CaixaBank Asset Management

 

18:30h​

Closing & Afterwork

CFA Society Spain Open Space

10:00h - 10:15h

Bienvenida Institucional – CFA Society Spain


Luis Buceta
Presidente de CFA Society Spain y Director General de Negocio e Inversiones de Creand AM

10:15h - 10:45h

How to read the trends that will shape the creación de Alpha
Learn about the trends followed by some of the leading fund managers to outperform the benchmark.
Moderated by Susana Criado, from Intereconomía

Michel Escalera
CEO, Palatine Asset Management

Leonardo López Vega
Country Head Iberia & Latam,
ODDO BHF Asset Management

Elena Villalba
Directora General Iberia y Latam, Mirabaud Asset Management
 

10:45h - 11:30h

La Private banking faces new horizons
Private banking leaders discuss the future of wealth management
Moderated by Javier Dorado, JP Morgan AM

Víctor Allende
Director de Banca Privada Santander España
y miembro del Comité de Dirección de Santander España


Xavier Blanquet
Subdirector general de Banco Sabadell y director de Negocio de Sabadell Urquijo Banca Privada


Joaquín Calvo-Sotelo
Director de Banca Patrimonial de Bankinter

Fernando Ruiz
Director de Banca Privada España en BBVA

11:30h - 12:00h

Coffee Break

12:00h - 12:15h

Keynote by Wealth Reader
Caso Singular Bank: del dato al cliente, un nuevo estándar en traspaso y visualización financiera
Exploring the use of the data aggregation API to automate the transfer of financial assets

David Lozano
Fundador y CEO, Wealth Reader

Rubén Andrés Priego
Director General de Tecnología y Operaciones, Singular Bank
  

12:15h - 12:45h

What is valuable is not always visible: cybersecurity as an essential investment


Esther Mateo Rodríguez
Experta en Ciberseguridad, Transformación Digital, Gobierno del dato e IA.

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
Moderated by Richard Parkins from Evenco International

Ángel Agudo
Chief Product Officer & Board Director,
Clarity AI

Pilar Galán
Socia responsable Legal y Regulatorio del sector financiero,
KPMG Abogados

Francisco Rodriguez de Achille
Director | Business Developer,
Allianz Global Investors
 

13:15h - 13:30h

Smart Investing with AI
FNZ presents its recently published strategic guide to AI for wealth management in the agentic era 


David Golderos,
Compliance Business Partner Iberia, FNZ Group

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?
Moderated by Antonio Salido from Nuvix Consulting

Luca Agosto
Chief Marketing Officer EMEA en
Fidelity International

Arlene Ingram
Managing Director, Chief Marketing Officer EMEA en
JP Morgan AM

Claire Lane
Managing Director, is the Chief Marketing Officer for EMEA.
BlackRock
 

14:00h - 15:45h

Networking Lunch

15:45h - 16:00h

Julia Maria Boanca Raab
Head of International Business Development
Propifi Bonds Plc

16:00h - 16:45h

Lacalle responds: The new global economic order
Daniel Lacalle analyses the global situation and answers questions from the audience.


Daniel Lacalle
Doctor en Economía, Autor

16:45h - 17:00h

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


Fabrizio Zumbo
Senior Specialist, Advisory Research Centre, Vanguard

17:00h - 17:15h

Keynote a cargo de ASEAFI
Evolution and trends in financial advisory


Carlos García Ciriza
President of ASEAFI

17:15h - 17:45h

Financial advice 3.0: reinventing the client relationship
Financial advisers discuss how to connect with Generation Z, the impact of technology and regulation

Luca Lazzarini
Responsable de Comunicación Comercial y de Formación
de la Red de Family Bankers
Banco Mediolanum

Eduardo Ripollés
Subdirección general de MAPFRE Inversión.
Desarrollo de Negocio

Raúl Suárez Nuño
Responsable de negocio wealth
en España, Portugal y Andorra, LSEG
 

17:45h - 18:15h

Real-life applications of GenIA in financial services: Best Practices
Salvador Mas offers a demo of GPTadvisor

Salvador Mas
CEO, GPTadvisor

Javier Planelles
Director General Adjunto de Tecnología
y Operaciones Grupo Andbank
  

18:15h - cierre

Closing ceremony and after-work drinks

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