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AGENDA MIND

November 21st, 2023

- Guest registrations will be available until 17.30
- Access to all rooms will only be allowed until full capacity is reached
- Attending the event and passing the test will be valid for 4 hours of training for EIA, EIP, EFA and EFP recertification.

Wealth Reader​ Auditorium

09:30h - 09:40h

Bienvenida institucional a cargo de la Comunidad de Madrid

09:40h - 09:50h

Institutional welcome by Wealth Reader

Gabriela V. Orille
Advisory Board Member de Wealth Reader

09:50h - 10:00h

Institutional welcome by Jaime Botín, Epika’s CEO

Jaime Botín
CEO at Epika Comunicación

10:00h - 10:15h

Institutional Keynote by Santiago Satrústegui, president, EFPA Spain


Santiago Satrústegui
President, EFPA Spain

10:15h - 11:00h

Panel: 2024 Vision: Strategic Allocation in a Challenging Environment
Moderator: Xelena Niedbala, journalist of Capital Radio

Félix de Gregorio
Head of Iberia en Jupiter A.M.

Iván Díez Sainz
Socio & Director de LONVIA Capital

Alejandro Domecq Domecq
Sales Associate Director en M&G


Ralph Elder
Managing Director BNY Mellon I.M.

11:00h - 11:15h

Keynote: Equity bright spots 🇬🇧

Christian Pecher
Managing Director, Portfolio Manager,
JPMorgan A.M. International Equity Group

11:15h - 12:00h

Panel: Present and future challenges of private banking (ES)
Moderator: Sandra Sánchez, reporter at Expansión

Víctor Manuel Allende
Head of CaixaBank Banca Privada

Xavier Blanquet
Business Director at Sabadell Urquijo Banca Privada


Adela Martín
Directora de Banca Privada, Gestión de Activos y Seguros de Banco Santander en España


Fernando Ruiz
Head of BBVA Banca Privada

12:00h - 12:30h

Coffee Break

12:30h - 13:15h

Panel: Next steps in the AM sector: the biggest Spanish asset managers’ point of view
Modera: Moderator: Macarena Muñoz, reporter at Bloomberg


Juan Bernal,
CEO at CaixaBank AM

 


Jaime Lázaro
Head Asset Management & Global Wealth at BBVA AM

 


Samantha Ricciardi
CEO global de Santander A.M.

 

13:15h - 13:30h

Panel: Automated asset management tools with the Wealth Reader API

David Lozano
Wealth Reader founder


Borja Foncillas
AFI

José Diego Alarcón
Serfiex

13:30h - 14:15h

Panel: 2024 Investment Strategies: Unveiling Portfolio Managers' Perspective 🇬🇧
Moderator: Elena Santiso, managing partner at Funds Society


James Cook
Investment Director, Global Emerging
Markets, Federated Hermes


Julian Cook
Portfolio Specialist, Equity Division,
T. Rowe Price


Marco Giordano,
Investment Director, Wellington Management


Olaf van den Heuvel
Global Head of multi-asset & solutions,
AEGON A.M.

14:15h - 15:45h

Lunch & Coffee

15:45h - 16:30h

Panel: Opportunity or Bubble? Identifying Tomorrow's Winners 🇬🇧
Moderator: Ulises Izquierdo, communications consultant at Epika Comunicación

Rolando Grandi
Portfolio Manager Echiquier Artificial Intelligence & Echiquier Space, LFDE


Johannes Jacobi
Director, Senior Product Specialist, Allianz G.I.


Anis Lahlou
CIO & Fund Manager of the Aperture European Innovation Fund and the Aperture Small Cap Innovation Fund at Generali Investments

Jerome ParadisProduct Specialist, Equity, ODDO Artificial Intelligence, ODDO BHF A.M. 

16:30h - 16:45h

Keynote: Multi Asset and the new yield environment: challenge or opportunity? 🇬🇧


Henning Potstada
Head of Investment Strategy – Multi Asset & Solutions, DWS

16:45h - 17:00h

Keynote: Healthcare – Playing Offense and Defense in Uncertain Markets 🇬🇧

Robert Milano
Senior Investment Strategist and Head—EMEA Equity Business Development, AllianceBernstein

17:00h - 17:15h

Keynote: 3D Reset: Investment’s New Dimension


Leonardo Fernández
Head of Iberia, Schroders

17:15h - 17:45h

Coffee Break

17:45h - 18:00h

Keynote: Target maturity funds: enhanced yield with risk diversification

Gerard Albà
CIO at MoraBanc and Board Member of MoraWealth

 


David Bacon, CFA
Portfolio Manager, Arcano Partners

18:00h - 18:15h

Keynote: Building a legacy for the next generations 🇬🇧

Mark Denham
Head of European Equities & Fund Manager, Carmignac

18:15h - 18:30h

Keynote: Edmond de Rothschild European equities: How to sustainably navigate in a more uncertain environment?

Marc Halperin
Portfolio Manager / Analyst, Co-Head of European Equities team

18:30h - 19:15h

Panel: AM Made in Spain: A Sneak Peek into the Mind of the best Spanish Asset Managers
Modera: Rubén Escudero, periodista de Invertia

José Ramón Iturriaga
Partner and portfolio manager, Abante

Ricardo Seixas
Iberian Equities Director, Bestinver

 

 

19:15h - 19:30h

Keynote: Small Caps: Oportunidad histórica


Lola Solana
Head of European Small Caps Equity Funds, Santander AM

19:30h​

Closing & Afterwork

19:30h​ - cierre

Mikel Erentxun private concert + Rock FM DJ Set

BBVA A.M. Space

10:00h - 10:15h

Keynote: IA, la revolución global: descubriendo ganadores inesperados en Europa

Anis Lahlou
CIO & Fund Manager of the Aperture European Innovation Fund and the Aperture Small Cap Innovation Fund at Generali Investments

10:15h - 11:00h

Masterclass: How to use ChatGPT and other AIs in financial advisory


Salvador Mas
CEO&founder de GPTadvisor

 


Nacho Díaz de Argandoña
Chief Product Officer (CPO) en GPTadvisor

11:00h - 11:15h

Keynote: Opportunities in small and mid-caps

Francisco Rodríguez d’Achille
Socio & Director de LONVIA Capital

11:15h - 12:00h

Panel: Financial advisory's very own modern dilemma: combining AI and digitalization with a human touch
Moderator: Joaquín Danvila, Head of Digital Development and Online Training, IEB

Juan Antonio Belmonte
Senior Consultant Singular Bank and Territorial Delegate of the Member Services Committee of EFPA Spain in Murcia.

Luca Lazzarini
Responsable de Comunicación Comercial, Mediolanum


Juanjo Peña
Business Director, Openfinance

Asier Uribeechebarria
Director, Caser Asesores Financieros

12:00h - 12:30h

Coffee Break

12:30h - 13:15h

Panel: Towards the Next ESG Era: Between Consolidation and Emerging Trends

Modera: Joaquín Garralda-Ruiz de Velasco, profesor en IE Business School y presidente de Spainsif.


Marisa Aguilar Villa
General Manager of Allianz Global Investors in Spain and Portugal

Carlo Fassinotti
Head of Advisory Marketing & ESG Expert, Nordea A.M.

Alberto Gómez Reino
Director de Inversión Sostenible, BBVA A.M.
 

13:15h - 13:30h

Keynote: Alternative banking structures and currency risk management


Luis Merino
Sales Director, Ebury España

13:30h - 13:45h

Keynote: Regulation: Towards a new remuneration scheme? The upcoming regulation for the distribution of financial products

Pilar Galán
Head Financial Services Legal at KPMG

13:45h - 14:00h

Keynote: How to consistently beat the S&P500 in any market environment?

Carmine De Franco
Head of Research and ESG en Ossiam, gestora afiliada de Natixis IM

14:00h - 14:15h

Keynote: La industria del asesoramiento financiero, una convivencia de modelos

Carlos García Ciriza
President of ASEAFI

14:15h - 15:45h

Lunch & Coffee

16:30h - 16:45h

Keynote: Cómo potenciar tu marca personal y trabajar tu red de embajadores en LinkedIn

María Álvarez Pérez
Community and Editorial Content Manager en LinkedIn

16:45h - 17:00h

Keynote: Seeking contrarian opportunities in Asia ex-Japan equities 🇬🇧

James Cook
Investment Director, Global Emerging Markets, Federated Hermes

17:00h - 17:15h

Keynote: High Yield fixed income with short maturities... A separate asset?

Ralph Elder
Managing Director, BNY Mellon I.M.

17:15h - 17:45h

Coffee Break

17:45h - 18:30h

Panel: Unlocking Portfolio Potential: Navigating Opportunities in Alternative Investments & Where to Find Them 

Moderator: Ana Guzmán, Partner, Investment & Impact Director at Portocolom AV

Leonardo López, CAIA
CAIA Iberia Chapter head, Country head Iberia & Latam at ODDO BHF Asset Management

José M. Martínez-Sanjuán, CFA, CAIA
Global Head of Fund Selection Santander Private Banking y miembro del Board de CFA Society Spain


Víctor Monje
Investment Manager de Schroders Greencoat
 

18:30h - 18:45h

Keynote: Green portfolio, green planet?

Carlos Aparicio
Managing Director de MFS Investment Management, Iberia

18:45h - 19:15h

Panel: Active Management with ETFs: The Key Ingredient for Portfolio Success 

Moderator: Alicia Miguel, Chief editor at Funds Society


Lorena Martínez-Olivares
ETFs Sales and Distribution Manager at JPMorgan Asset Management Spain
de ETFs para JPMorgan A.M. España


César Muro
Head of Sales, Spain & Portugal 
Xtrackers by DWS


Silvia Senra
Member of the BlackRock Distribution team in Spain, Portugal and Andorra
de BlackRock en España, Portugal y Andorra
 
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