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- Date: May 12, 2022
- Location: IE Business School
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Speakers
Keith Black
Organization: FDP Institute
Keith Black has over thirty years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Content Strategy for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.
He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternatives Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as co-author of the second, third, and fourth editions of the CAIA Level I and Level II curriculum. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.
Dr. Black earned a BA from Whittier College, an MBA from Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of both CAIA and FDP members.
Leonardo Lopez
Organization: ODDO & Cie
Leonardo López brings 19 years of industry experience, most of them dedicated to fund distribution (from traditional mutual funds and ETFs to liquid alternatives and smart beta strategies) among institutional clients in Iberia and Latam. Leonardo joined ODDO BHF AM in 2016 to launch its office in Madrid and to lead the distribution efforts in Iberia and Latin America. Prior to that, he spent some time at Source UK Ltd, a European ETF provider based in London, as Executive Director and Head for Iberia. Leonardo was previously Sales Director for the UK active asset manager Threadneedle, where he was responsible for client coverage in Spain, Portugal, Andorra, and Latin America. Prior to Threadneedle, Leonardo worked for fund distribution platforms, such as Inversis and CM Capital Markets, holding different roles. Leonardo started his career at BBVA.
Jose Maria Martinez-Sanjuan
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.
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