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CAIA Andorra Day
Date(s):
March 12, 2024
Note: All times listed are in local time
Venue:Creand Crèdit Andorrà
Av. Meritxell, 80 Andorra la Vella, 07 AD500
Fee(s):Free Event
Description:The CAIA Iberia Chapter invites you to the CAIA Andorra Day, an exclusive half-day educational event, hosted in collaboration with CFA Society Spain and Creand, in Andorra. Set to commence at 9:00 AM CET, this event features two panels filled with invaluable insights, thought-provoking discussions, and expert perspectives on the dynamic world of alternative investments. The first panel discussion focuses on liquid assets, followed by the second panel centered on illiquid assets. Experience in-depth discussions and expert insights into the latest trends, opportunities, and challenges within the realm of alternative investments.
AGENDA
8:45 AM - Registration
9:00 AM - Reception CAIA Iberia
9:05 AM - Opening remarks by David Macia, CFA - CIO at Creand
9:20 AM - Round table discussion about Liquid Assets, in collaboration with:- Ismael Pellicer, CAIA - Fund Selection at Morabanc
- Geraldine Quiroga - Head of Alternative Investments at Meridiana MFO
- Carles Figueras, CFA - Chief Investment Officer at Alkimia Capital
- Sheila Toledo - Fund Selector at Creand
Moderator: Leonardo López, CAIA - CAIA Chapter Iberia Head Country Head Iberia & Latam at ODDO BHF AM 9:50 AM - Round table discussion about Illiquid assets in collaboration with: - Juan Hernando, CAIA, CAd - Director de Advisory at MoraWealth
- Robert Sanz Boixadera - Portfolio Manager at Creand
- Isaac Pedrós Parramona, CAIA - Product Manager & Investment Analyst at AndBank
Moderator: Patricia Molpeceres, CAIA - Sales Director at AllianceBernstein 10:20 AM - Main regulatory initiatives and legal trends in the alternatives industry, presented by Laura Nieto Silvente - Partner at Cases & Lacambra 10:40 AM - Networking gathering Please register early for this event as space is limited. !Important notes before the event! - 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 possible for this event.
- In the spirit of responsible event management, we request that you inform us at least 24 hours in advance if you are unable to attend. Your timely cancellations contribute to minimizing food and energy waste and are greatly appreciated.
Thank you for your understanding and cooperation. This event is organized in collaboration with:
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Carles Figueras
Job Title: CEO
Organization: Alkimia Capital
Speaker Type: Panelist
Carles Figueras currently serves as the Chief Investment Officer at Alkimia Capital, a multifamily office based in Andorra. Prior to his current role, he held key positions within the organization, including Senior Financial Analyst and Member of the Advisory Board. Previously (2017-2020) he assumed the role of CEO at Fortior Capital EAF, a specialized advisory firm focused on equity investing. Between 2010 and 2016 he worked for Morabanc, where he took on various roles such as Head of Investment Funds, Equity Portfolio Manager, and Chief Investment Officer of the group's asset management company. At the beginning of his career, he started as an investment advisor at Banc Sabadell, but he later transitioned into roles involving the selection of investment funds and portfolio management.
Carles holds a degree in Business Administration and Management from the University Rovira & Virgili. Additionally, he earned a master’s in Finance and Banking Management from the Institute of Financial Studies and the University Rovira & Virgili. Additionally, Carles is a CFA Charterholder, having received this designation from the CFA Institute.
Juan Hernando
Job Title: Head of Fund Selection
Organization: Morabanc
Speaker Type: Panelist
Juan Hernando is Director of Advisory at MoraWealth. Previously he was responsible for fund selection and management at MoraBanc for 9 years. He also worked at Andbank and Inversis, where he was responsible for fund analysis, as well as at Banco Gallego and Thomson Reuters.
He holds a degree in Economics from the Universidad Autónoma de Madrid (UAM) and an MBA. He is a Certified Alternative Investment Analyst (CAIA), a Certified CAd Advisor by CFA Spain, and certified in ESG investments by CFA.
Leonardo Lopez
Job Title: Country Head - Iberia & Latam
Organization: ODDO BHF AM
Speaker Type: Moderator
Over 20 years industry experience having worked for international asset managers and fund distribution platforms. Business development in Iberia and Latin America, servicing institutional and wholesale clients.
He has wide experience in both traditional asset classes and alternatives (hedge fund, private equity, private debt).
David Mácia Pérez
Job Title: CIO
Organization: Creand Crèdit Andorrà
Speaker Type: Panelist
He joined the Crèdit Andorrà Group in 2004 as equity manager of the discretionary management mandates and specialised investment funds (American, European and Japanese equities and thematic funds), a role he had previously held at Bankpyme and Morgan Stanley. In 2011, he became head of analysis and strategy, where he was responsible for designing and transmitting the bank's positioning in terms of financial markets.
Since 2014, he has combined his previous role with that of Investment Director at Crèdit Andorrà Asset Management, the Group's asset management company, a post from which he coordinates the company's efforts on a global scale - with professionals based in Andorra, Madrid, Luxembourg and Miami - both in terms of asset management and in terms of drawing up its opinion and positioning in financial markets.
In 2017, he was responsible for the design and launch of the Active Allocation range, which he has been managing since then.
He holds a degree in Economics and Business Administration from Pompeu Fabra University and obtained CFA (Chartered Financial Analyst) certification in 2006.
Patricia Molpeceres
Job Title: Sales Director
Organization: AllianceBernstein
Speaker Type: Moderator
Patricia Molpeceres is Sales Director of the Iberia region at AllianceBernstein. She joined AB in January 2021. Previously she worked in Franklin Templeton Investments for 20 years, where she held several positions including Client Service Manager, Marketing Manager and Senior Sales. Before that, Molpeceres worked at Bank of America in the Structured and Derivatives Desk. She holds a Business Administration Bachelor´s Degree from University Autónoma in Madrid and is a CAIA charterholder and holds the CFA Institute Certficate in ESG Investing.
Laura Nieto Silvente
Job Title: Partner
Organization: Cases & Lacambra
Speaker Type: Panelist
Laura Nieto is a partner at Cases&Lacambra and a member of the Financial Services group in Cases&Lacambra's Andorra office.
Laura specialises in banking and financial regulation, with in-depth knowledge of the asset management industry. She has extensive experience advising credit institutions and investment services firms on the legal regime and regulatory environment applicable to entities subject to prudential supervision, especially on the legal regime for banking and investment services.
Her practice includes pre-trade, trading and post-trade of financial instruments and structured products, as well as global legal advice on contractual netting arrangements and financial guarantees (i.e. ISDA MA, GMRA, GMSLA).
Laura's practice also extends to cross-border transactions and fund distribution.
During her career, she has developed projects related to anti-money laundering, market abuse (MAR), investor protection (MiFID), data protection and CRDIV-CRR, including corporate governance and solvency and capital requirements.
Before joining Cases & Lacambra, Laura developed her career in the Compliance departments of Crèdit Andorrà in the Principality of Andorra, and Caixa d'Enginyers and Catalunya Caixa in Barcelona (Spain)
Isaac Pedros Parramona
Job Title: Subdirector Investment Products Department
Organization: Andorra Banc Agricol Reig S.A. (Andbank)
Speaker Type: Panelist
Graduated in Physics, mention in Applied Physics, by the Universitat de Barcelona, later Isaac studied a Postgraduate in Quantitative Finance at the Universitat Politècnica de Barcelona. He started as an intern at Banco Sabadell in the Asset Allocation department in Customer Strategy, then moved to Andorra where he started as a Fund Selector at Andbank in the liquid part for 2 years, then he moved to the Financial Products and Services department as Product Manager where he specialised in Structuring and Alternative Products (Private Equity Funds, Private Debt, Real Economy, etc...). However, he remains involved in Fund Selection as a member of the Group's Global Third Party Funds Committee. And almost two years ago, in April 2022, he became deputy head of the department. Isaac is a CAIA charterholder and holds the EFPA's EIP (European Investment Practitioner) qualification.
Ismael Pellicer Rizo
Organization: Morabanc
Speaker Type: Panelist
Ismael Pellicer currently serves as a fund selector and fund of funds manager at Morabanc Andorra. Previously, he held the position of investment advisor in Morabanc's private banking division.
His educational credentials encompass a bachelor's degree in Business Administration and a master's degree in Financial Analysis and Banking from the IQS School of Management in Barcelona. Ismael Pellicer has earned certification as a European Financial Advisor (EFA) from EFPA, highlighting his proficiency in financial advisory services. Additionally, he is recognized as a Chartered Alternative Investment Analyst (CAIA), further solidifying his expertise in alternative investments.
Geraldine Quiroga Canas
Job Title: Senior Investment Manager
Organization: Meridiana MFO
Speaker Type: Panelist
Geraldine is Senior Investment Manager at Meridiana MFO where she is overseeing all private market investments for the firm’s clients. Her responsibilities include sourcing, conducting due diligence, obtaining approvals, and facilitating subscriptions for various managers within the private capital asset classes.
Geraldine has over 8 years of experience in asset management and valuation. Prior to this role, she served as Asset Manager at Global Seguros, one of Colombia’s most active insurance companies in alternative investments, where she managed the firm’s alternatives program, primarily focusing on private debt, real estate, and secondaries investments. She holds a bachelor’s degree in financial engineer from the Universidad Piloto de Colombia and many certifications in credit risk management, financial derivatives, and complementary courses in private equity.
Robert Sanz Boixadera
Job Title: Portfolio Manager
Organization: Creand Crèdit Andorrà
Speaker Type: Panelist
Robert graduated in Business Administration and Management from IQS - Universitat Ramon Llull in 2012, he completed his studies at Gabelli Business School, part of Fordham University. He subsequently obtained a Master's Degree in Financial Markets from the Barcelona School of Management - Universitat Pompeu Fabra.
He joined Crèdit Andorrà in 2013 as an equity portfolio manager and supported the commercial network as an investment expert. At that time, the total assets under management exceeded 1 billion.
Support for the network became the seed of Crèdit Andorrà's advisory department. In 2015, it co-created the department responsible for supporting the commercial network and making personalised investment proposals for NWIs and HNWIs, with total assets of 200M in two years.
In 2019, while retaining specific advisory functions, he will be responsible for the management of discretionary portfolios of equities, fixed income and multi-product portfolios, the latter being the main focus.
In the last two years, in addition to maintaining the aforementioned functions, he has worked as an external advisor to the Fintech company Vesto and has become co-manager of Creand's illiquid products, led by Private Equity CASPEF and Venture Capital Scale Lab.
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