Event Profile

CAIA DAY IBERIA - Alternative Investments Conference 2026 - MADRID

Date(s):
November 17, 2026
Note:
All times listed are in local time
Venue:
Auditorio Rafael del Pino
C. de Rafael Calvo, 39A, Chamberí
Madrid, M 28010 
Fee(s):
Free Event
Description:

CAIA Iberia
CAIA DAY IBERIA - Alternative Investments Conference 2026
 

CAIA Iberia is pleased to announce the fourth edition of CAIA Day Iberia, bringing together leading investment professionals, asset managers, institutional investors and industry experts for a morning of insights, debate and networking.

This year’s programme will explore how investors are navigating an increasingly complex investment landscape — from new approaches to diversification and the evolution of private markets to infrastructure, credit and portfolio construction.

Through thought-provoking presentations and conversations with industry leaders, we will examine how investors are rethinking traditional approaches, accessing new sources of return and building more resilient portfolios for the future.

Join us for the fourth edition of CAIA Day Iberia and be part of the conversation shaping the future of alternative investments. 

 

AGENDA:
08:15 – Registration & Welcome Coffee

08:45 – Welcome Remarks by CAIA Chapter Iberia

09:00 – Presentation on Total Portfolio Approach with Alejandro Olivera Guerrero, CAIA - CAIA Iberia Chapter Executive, Head of Clients, Western Europe at WTW and Diego Fernández Elices, CAIA - CAIA Iberia Chapter Executive, Director Inversiones A&G Global Investors at A&G Global Investors

SESSION I – Multi-Asset & Infrastructure

09:30 - Fireside chat on Hedge Funds: Portfolio Construction & Investor Perspectives (in English) in collaboration with:

  • Luc Dumontier - CIO Global Asset Management at iM Global Partner
  • CAIA Chapter Iberia Committee Member

09:50 - Roundtable discussion (in Spanish) in collaboration with:

  • Fernando Sánchez, CAIA, FRM, CESGA - Head of Alternative Investments at CaixaBank Asset Management
  • José María Martínez-Sanjuán, CAIA, CFA - Global Head of Fund Selection at Santander Private Banking
  • Jacobo Silva - Portfolio Manager at Omega Capital/Omega AM
  • Abraham Cotaina - Chief Investment Officer at Proaltus Capital Partners

Moderator:
Gisela Medina, CAIA, CESGA - CAIA Iberia Chapter Executive, Global Head of Fund & ETF Selection for International Asset Managers at BBVA

10:30 – Infrastructure Panel: Water as an environmental opportunity (in Spanish) in collaboration with:

  • Elsa Lopez Formoso - Investment Director at QUAERO Capital
  • Javier Olmos Fernandez-Corugedo - CEO at Aqlara

11:00 – Coffee Break

SESSION II – Private Markets & Innovation

11:30 – Panel discussion on Structured Credit Unlocked: Accessing Opportunity Beyond Traditional Fixed Income

The Manager's Perspective: (in English)

  • Tom Mowl - Senior Portfolio Manager, Securitized Credit & CLO Management at RBC Bluebay
  • Shakil Shah, CFA - Client Portfolio Manager at Janus Henderson Investors

The Investor's Perspective: (in Spanish)

  • Conchi Melero León - Alternative Investments Portfolio Manager at Fonditel (Grupo Telefónica)
  • Guillermo Uriol, CAIA - Head of Investment Grade, Alternative Investment Fund Manager at Ibercaja Gestión, SGIIC
  • Santiago Bannatyne Berasategui - Head of Advisory at Indosuez Wealth Management

Moderator:
Jesús Ruiz Castañeda, CAIA - CAIA Iberia Chapter Executive, CRO at Santander Asset Management

12:30 – Recognition of New CAIA Charterholders 2026

12:45 – Closing Remarks by Leonardo López, CAIA - CAIA Iberia Chapter Head, Sales Specialist Iberia & LatAm– Janus Henderson Investors

13:00 – Cocktail & Networking

 

Important notes before the event:

  • This event is organized by dedicated CAIA members, who generously volunteer their personal time. Should you decide to register, we greatly appreciate your commitment to attending.
  • If you find that you are unable to attend, please inform us at least 48 hours before the event. Your timely cancellations enable us to offer your spot to someone on the waitlist and help minimize food and energy waste
  • Kindly note that registrations must be completed in advance, as walk-ins will not be permitted. Given the event's limited capacity, we encourage you to register as early as possible to secure your spot. If the attendance limit is expanded, we will promptly notify you.
  • Registering a guest is not possible.

Thank you for your understanding and cooperation.
If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations.

 

Thank you to our supporters for helping us bring education forward


 

Find it on Map

Auditorio Rafael del Pino
Santiago Bannatyne Berasategui
Job Title: Head of Advisory
Organization: Indosuez Wealth Management


Santiago Bannatyne Berasategui has more than 25 years of experience in the financial services industry, with particular expertise in equity research, the management of institutional equity and fixed income funds, corporate credit portfolio management (having overseen Barclays’ corporate credit funds in the Eurozone), trading, and private banking advisory services for HNW and UHNW clients.
He currently serves as Head of Advisory for Spain at Indosuez (Crédit Agricole), where he leads the generation of investment ideas, strategic asset allocation proposals, and the monitoring of advisory portfolios. He is also a member of the global team responsible for incorporating AI-driven processes and solutions into the firm’s client advisory platform.
Throughout his career, Santiago has held senior positions at Barclays Wealth, CaixaBank Private Bank, and InverCaixa Gestión, combining asset management expertise with institutional and wealth advisory responsibilities.
In addition, he has lectured and spoken at leading academic and professional institutions, including Villanueva University, IE Business School, IEB (Instituto de Estudios Bursátiles), and the Spanish Finance Professionals Association (FEF). He has also received industry recognition, including being named among the “Top 30 All Buyside Individuals Spain” by Thomson Reuters Extel and “Top of the European Buy Side” by Institutional Investor.


Abraham Cotaina
Job Title: Chief Investment Officer
Organization: Proaltus Capital Partners


Proaltus Capital Partners is a financial advisory firm specializing in serving high-net-worth families worldwide and helping them achieve their wealth management objectives. As Chief Investment Officer, Abraham supports Proaltus in all investment-related decisions. He is responsible for shaping the firm's investment vision through the design and management of asset allocation strategies, the analysis and selection of suitable investment solutions for each client, and the definition of investment policies and guidelines.

Prior to joining Proaltus, Abraham served as Head of Fund Research at Poalim Asset Management (PAM), the London-based asset management arm of Bank Hapoalim International. Before that, he led alternative investment research at Tressis and worked as Risk Manager for a relative value fixed income hedge fund. He began his professional career in Accenture's Financial Services Consulting division, where he participated in several international projects.

Abraham holds two master's degrees: an MSc in Finance and Investment from Bayes Business School, London (formerly Cass Business School), and an MSc in Quantitative Finance from Analistas Financieros Internacionales (AFI). He is also an Industrial Engineer and a CAIA (Chartered Alternative Investment Analyst) charterholder.


Luc Dumontier
Organization: Global Asset Management

Diego Fernandez Elices
Job Title: CIO
Organization: A&G Banca Privada


Diego Fernández Elices has spent most of his professional career at A&G, where he has held a variety of responsibilities related to investments, wealth management, and the development of the firm's Asset Management business. As Chief Investment Officer, he combined leadership of the Wealth Management division with the expansion of the firm's asset management platform for many years.
He currently leads A&G Global Investors, spearheading a new phase of growth for the asset manager and its Paradigma fund range, with the objective of strengthening its presence in both domestic and international markets. His long-standing career at A&G has allowed him to play a direct role in the evolution of the firm's investment model and in the development of an investment proposition built around active management and specialized investment teams.
Prior to joining A&G, Diego worked as a Wealth Manager at GBS Multi Family Office and as an Equity Research Analyst at ING.


Javier Fernandez-Corugedo
Job Title: CEO
Organization: Aqlara


Javier Olmos is the CEO of Aqlara Ciclo Integral del Agua, 5th private operator specialized in drinking and wastewater management in Spain.

He has been with Aqlara (formerly TECVASA) from 2005 and cumulates more than 30 years of experience in water infrastructure management.

He currently is responsible of a group with more than 1000 employees, 150 M EUR of revenue and more than 150 contracts portfolio.

Javier has a degree of Engineering obtained in the Polytechnical University of Valencia.


Elsa Lopez Formoso
Job Title: Investment Director
Organization: Quaero Capital


Elsa López Formoso joined Quaero Capital (Luxembourg) SA in 2022 as an Investment Director for Quaero European Infrastructure Funds.

She previously worked for more than 6 years as a Senior Loan Officer at the European Investment Bank where she was in charge of innovative projects in the infra ("clean transport") and renewable energy sectors. Prior to that, she worked for over 10 years at Banco Santander in the Project, Acquisition & Structured Finance team in Europe and Latin America.

Elsa graduated in Law and HEC from Universidad Potificia Comillas-ICADE in Madrid.


Leonardo Lopez
Job Title: Country Head - Iberia & Latam
Organization: ODDO BHF AM


Seasoned Sales executive with over 20 years of experience in the Financial Industry mainly dedicated to the distribution of active and passive funds, ETFs and illiquid alternatives (PE/PD). Deep knowledge of mutual funds distribution in Iberia having worked for Fund Platforms and International Fund Management Companies. Covering Institutional Investors in Latin America such as Pension Funds, Insurance and Fund of Funds Companies. Ability to work in a challenging environment and develop new businesses. Focused on results and team oriented.


Jose Maria Martinez-Sanjuan
Job Title: Head of Manager Research & Selection
Organization: Santander Private Banking


José María Martínez-Sanjuán, CAIA, CFA is Santander Private Banking's global fund selection manager. He has more than 23 years of experience in the financial services industry in various roles at Barclays Bank, Citigroup, Gesmadrid, Urquijo Gestión, Banif and Santander Asset Management. He joined Santander Private Banking as Global Head of Fund Selection , just after completing an eight-year stint at Santander Asset Management, where he was in charge of theManager Research & Selection. Previously, José María was for a time the head of third-party research and alternative investments at Banif (now Santander Private Banking). He has a degree in Economics from the Complutense University of Madrid, a Master's in Finance from ICADE and is a CFA and CAIA Charterholder. He also obtained a BMI score from the CFA Society in the UK.


Gisela Medina
Job Title: Head of Fund Selection
Organization: BBVA QF


Gisela Medina, CAIA, CESGA, is Global Head of Fund & ETF Selection at BBVA Quality Funds, BBVA´s Global Third Party Selection Platform. Ms. Medina has more than 24 years of experience working in financial markets, in different responsibilities, both in investment management and investments selection. She joined BBVA 19 years ago to work in the Proprietary Trading Desk of the Global Markets Unit, investing in hedge funds. In 2009, she moved to Quality Funds, the global analysis and selection unit for third party funds for the whole BBVA group, where she was Head of the Quant Analysis and Selection for Alternative Funds. In 2019, she became Global Head of Fund & ETF Selection. Prior to that, Ms. Medina was an Alternative Fund Manager at Ahorro Corporación and Gesmadrid SGIIC. She started her financial career as a Quant Analyst in charge of modelling alternative investment programs at Gesmadrid SGIIC. Ms. Medina has a Degree in Mathematics from Universidad Complutense de Madrid (1998) and MSc in Financial Mathematics from the University of Edinburgh (2001). She is a CAIA charterholder (Chartered Alternative Investment Analyst) and CESGA certification (Environmental, Social and Governance). She has obtained the MEFF (Mercado Español de Futuros y Opciones Financieros) license for trading and clearing. She is fluent in English, French, Italian and Spanish. She loves travelling, forest bathing, art and science dissemination. She is a STEM Ambassador for Inspiring Girls Initiative and used to monitor a young robotic team for the First Lego League Junior Challenge. She is founder of BBVA BRG for gender diversity “Move for Equality” and founder of Spanish Banking Network “Women in Banking”.


Conchi Melero León
Job Title: Alternative Investments Portfolio Manager
Organization: Fonditel (Grupo Telefónica)


Conchi is Head of Alternative Assets at Fonditel. Since 2013, Conchi has been responsible for the selection, oversight, and management of the firm's Alternative Assets portfolio, encompassing primary and secondary investments in Private Equity, Private Debt, Infrastructure, and Real Estate globally. Conchi also leads the evaluation of new investment opportunities in illiquid assets at Fonditel, the asset management company of the Telefónica Group.
Previously, Conchi was a member of Fonditel's Investment Middle Office team. With more than 20 years of experience within the Telefónica Group, Conchi has built a distinguished career at Fonditel since joining the firm in 2001.
Conchi holds a degree in Business Administration from the Complutense University of Madrid, a Master's Degree in Stock Exchange and Financial Markets from the Instituto de Estudios Bursátiles (IEB), and a Specialist Certification in Private Equity, Mergers & Acquisitions, and Transaction Financing from IEB.


Tom Mowl
Job Title: Senior Portfolio Manager, Securitized Credit & CLO Management
Organization: RBC BlueBay Asset Management


Tom is a senior portfolio manager on the BlueBay Fixed Income team, focussing on Securitized Credit. Prior to joining the firm in 2021, he was a senior portfolio manager at CIP Asset Management, managing US and European asset-backed (ABS) securities. Prior to this, he held a similar position at WyeTree Asset Management, a specialist ABS investment boutique, where he was the portfolio manager. He started his career at Solent Capital Partners as an ABS analyst. Tom started his career in the investment industry in 2007.


Alejandro Olivera Guerrero
Job Title: Investment Consultant
Organization: Willis Towers Watson


Alejandro Olivera Guerrero, CAIA, is a seasoned investment professional currently serving as Director and Head of Clients within the Investments division at WTW (Willis Towers Watson) in Spain. In this role, he leads client management efforts, focusing on institutional investors such as pension funds. Prior to joining WTW, Alejandro worked as a consultant at Mercer, where he specialized in advising institutional clients on investment strategies. He holds the Chartered Alternative Investment Analyst (CAIA) designation, reflecting his expertise in alternative investments.


JESUS CONSTANTINO RUIZ CASTAÑEDA
Job Title: GLOBAL HEAD OF RISK
Organization: Santander Asset Management

Fernando Sanchez Santidrian
Organization: CAIXABANK ASSET MANAGEMENT SGIIC SAU (A08818965)


Fernando is the Head of Alternative Investment at CaixaBank AM. He graduated in Economics and Business Administration from the University of Valladolid and later expanded his studies by obtaining the titles of Financial Risk Manager (FRM), Chartered Alternative Investment Analyst (CAIA), and EFFAS Certified ESG Analyst (CESGA), as well as a Master in Banking and Finance and an Executive Master in Quantitative Finance from International Financial Analysts (AFI). He has 25 years of work experience in financial markets, having worked directly for major financial sector entities in risk and investment areas.


Shakil Shah
Job Title: Client Portfolio Manager
Organization: Janus Henderson Investors


Shakil Shah is a Client Portfolio Manager at Janus Henderson Investors, a position he has held since 2026. In this role he focuses on securitised markets, partnering with portfolio managers, distribution teams, and analysts to represent investment strategies and capabilities to internal and external stakeholders. Prior to joining the firm, he held several positions at Payden & Rygel Global Ltd., most recently in European CLO management from 2020 to 2024. Before that, he was a portfolio manager in the global fixed income team and a developed rates specialist from 2011, having also been part of the client reporting team from 2009. 
Shakil received a Bachelor of Science degree in economics from the University of Bath. He holds the Chartered Financial Analyst designation and has 15 years of financial industry experience.


Jacobo Silva
Job Title: Senior Analyst
Organization: Omega Asset Management


Jacobo Silva joined Omega Capital in April 2007. In his role as Senior Portfolio Manager, he leads all the efforts on manager selection, portfolio construction on both Fund of Hedge Fund portfolios and tailor made SMAs. Before joining Omega, Jacobo worked as an Associate Director for M&B Capital from 2004 to 2007, where he was a hedge fund analyst focused on multi-strategy managers and a product specialist for institutional investors. Before that, he was a portfolio analyst at CECA (Confederation of Spanish Savings Banks) in London from 2001 to 2004, where he was involved in the manager selection and portfolio management of more than $1bn in institutional assets. Jacobo holds a B.A in Economics from San Pablo CEU University. He studied a MSc. in Finance in City University Business School (London) where he wrote a dissertation focus on merger arbitrage:  “The Impact of M&A Activity: The UK Evidence”.


Guillermo Uriol Sanz
Organization: Ibercaja Gestion