21 November:

AGENDA
MIND 2024

El acceso al recinto se restringirá a partir de las 17.00h.

Access to the event and to the auditoriums will 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.

EPIKA Auditorium

09:35h - 09:40

Institutional welcomes

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

09:40h - 09:45h

Institutional welcome by Epika

Jaime Botín
CEO de Epika Comunicación

09:45 h - 10:15h

Open Dialogue: Challenges and Opportunities in the Regulatory Environment


Elena Mesonero
Managing Director,
Caceis


Javier Ruiz del Pozo
Director de mercados,
CNMV
  

10:15h - 11:00h

Investment outlook: Will 2025 be a turning point for the trade market? 🇬🇧

Moderated by: Xiaoying Zhou, Investor Relations Iberia & LATAM en RankiaPro


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 - 11:15

Megatrends in Private Equity: retail investment and digital revolution


Eduardo Navarro,
Presidente y cofundador de Crescenta

11:15h - 11:30h

AI-mazing Innovations: The Future Unveiled 🇬🇧


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

11:30h - 12:00h

Coffee Break

12:00h - 12:30h

Blockchain and tokenization in the asset management industry, the next technological revolution in the markets?

Moderated by: Rosa del Blanco, Co-CEO en The Pink Doctor


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

ETFs and active management: opposing or complementary concepts?

Moderated by: Susana Criado,Co-fundadora de All in the Game


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 - 14:00h

How to choose the best investment funds? The importance of the selector

Moderated by: Macarena Muñoz, editor at Bloomberg


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 - 16:00h

IA generativa en el sector financiero: del concepto a la práctica


Aurora Cuadros
Directora corporativa de Securities Services de Cecabank


Salvador Mas
CEO,
GPT Advisor

16:00h - 16:15h

Cybersecurity, a megatrend accessible through Private Equity

David Martín
Managing Director – Co country head,
Tikehau

Christian Rouquerol
Managing Director – Co country head,
Tikehau

16:15h - 17:00h

Mandatos en la gestión de alternativos: la unión hace la fuerza 🇬🇧
Moderated by: Fernando Sánchez, Head of Alternative Investments, CaixaBank AM


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
 

17:00h - 17:15h

Explorando oportunidades  Investment Grade con RBC BlueBay Asset Management

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

17:15h - 18:00h

Regional management and private banking outside the big cities: the challenge for professionals in the Spanish provinces

Moderated by: Lorenzo Coletti,  Head of Iberia, Pictet AM


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

18:00h​

Closing & Afterwork

18:30h - cierre

Private concert + DJ Set

Allianz Global Investors Auditorium

10:00h - 10:45h

Alpha target: The “diversion” that can generate more profitability

Moderated by: Susana Criado, Directora Capital Radio Intereconomia


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

Directing asset management: the art of market interpretation

Moderated by: Cecilia Prieto, Editor at Funds Society


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 - 12:45h

Private banking: the vision and expertise of the management of assets and large fortunes

Moderated by: Ángel Alonso, redactor en elEconomista


Fernando Ruíz Estébanez
Director Banca Privada,
BBVA Banca Privada


Fernando Candau
Responsable de Banca Privada,
Deutsche Bank España


Xavier Blanquet
Subdirector General de Banco Sabadell
y Director de Negocio de Sabadell Urquijo Banca Privada

Francisco Javier García Gómez
Director Santander Private Banking España

12:45h - 13:00h

Using an absolute return approach to exploit the volatility of fixed-income markets 🇬🇧


Andy Burgess
Fixed Income Product Specialist, BNY Investments

13:00h - 13:45h

AI and technology in the spotlight - is it time to look again at the tech giants? 🇬🇧

Modera: Fernando Luque, editor en Morningstar.es


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
 

13:45h - 14:00h

Real opportunities on the (fixed income) credit market 🇬🇧

Alain Krief
Head of Fixed Income,
Edmond de Rothschild AM

14:00h - 15:45h

Networking Lunch & Coffee

15:45h - 16:15h

Boomers, millennials and GenZ: learning to adjust the narrative

Moderated by: David Córdoba Muñoz, Socio Director – URSUS 3 CAPITAL AV


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
 

16:15h - 16:30h

Fórmulas para emprender en la industria del Asesoramiento Financiero

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

16:30h - 16:45h

Latin American Corporate Debt in USD: a Profitable Asset with Balanced Risk through a UCITS fund

Joaquín Barrera
Director de Renta Fija e Inversiones,
Sura Investments

16:45h - 17:00h

The New Regulatory Horizon in Private Banking: Opportunities and Risks in the Era of MiCAR and DORA

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

17:00h - 17:45h

Total Portfolio Approach - A Comprehensive Approachto Diversification withAlternative Assets

Moderated by: Gisela Medina, Head of Funds Selection en BBVA Quality


Jesus Ruiz
Responsable de Riesgos y Cumplimiento,
Santander AM


Alejandro Olivera, CAIA
Director, Investments,
Willis Towers Watson

Diego Fernández Elices
Director general de inversiones,
A&G Banco
 

17:45h - 18:00h

Las finanzas sostenibles: A caballo entre el marco regulatorio y las prácticas de mercado


Andrea González
Directora General de Spainsif

18:00h - 18:30h

Demo Masterclass IA: GenAI in wealth management: from hype to reality

Salvador Mas
CEO,
GPT Advisor

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