CAIA Iberia invited you to:
CAIA Chapter Iberia Day: Alternative Investments Conference
The CAIA Chapter Iberia, in partnership with Caixa Bank Asset Management, is pleased to invite you to an exclusive event, addressing the main challenges which the investment industry faces, including the objectives to be achieved in the short, medium, and long term.
At this event, attendees will have the opportunity to gain valuable insights from expert speakers on how the global economic landscape is being navigated. Identifying new opportunities for growth is one of the key objectives of the event.
You will also have the chance to connect and network with other industry professionals, share ideas and best practices, and gain a fresh perspective on the challenges and opportunities that lie ahead.
As a CAIA Iberia member, stay ahead of the curve in investments and gain valuable knowledge and connections within the Chapter.
Time and Date
Thursday, March 30, 2023
09:00 AM to 12:30 PM CET
Paseo del Prado, 36
09:00 - Event introduction by CAIA Iberia.Laura Merlini, CAIA, CIFD
Managing Director, EMEA at CAIA Association
09:10 - Opening Remarks
Juan Bernal Aranda
Chief Executive Officer at CaixaBank Asset Management
09:20 - Keynote Diversity, Equity, and Inclusion.
Head of the Thinking Ahead Institute at WTW
09:40 - Keynote: Asset Ower Perspective - Managing investment portfolios in a decarbonizing world
Head of Climate Transition at WTW
10:05 - Roundtable (in Spanish): Optimizing investment in private vehicles, how to handle capital taxation and get the most of your portfolio
Partner- Financial Services and Investment Funds at Perez Llorca
José Luis López-Hermida
Family Office & Private Client Director at KPMG Spain
Teresa Villarroya Vargas
Partner at Eversheds Sutherland Nicea
Santiago Ferrando Galdón, CESGA, CIIA
Senior Occupational Pension Fund Manager
Santander Asset Management
Patricia Molpeceres, CAIA, CFA ESG
Sales Director at AllianceBernstein
10.45 - Coffee-Break
11:00 - Keynote: Zero Carbon management - Climate Change: the science, the costs and the solution
Mike Azlen, CAIA
Founder and CEO at Carbon Cap Management, LLP
11.25 - Keynote: Sustainable Commodities
Head of Impact & Sustainable Investments at Portocolom AV and Independent Director at Nordea Investments.
11.45 - Roundtable (in Spanish): Anticipating Private Market Trends: An Overview of Emerging Investments and Strategies to Leverage it
Gisela Medina, CAIA, CESGA
Head of Fund & ETF Selection at BBVA Quality Funds
Head of Alternatives Fund Selection at CaixaBank AM
Marta Hervás Melgarejo
Investment Director at Arcano Asset Management Private Equity & Impact Investing
Ignacio Hernández, CAIA
Chairperson at Pensions Caixa 30
Leonardo Lopez, CAIA
Country Head Iberia & Latam at ODDO BHF Assets Management and CAIA Iberia Chapter head
12.30 PM - Event closing & networking drinks
Please book in advance to reserve your spot as space is limited.
Important notes before the event!
Registration for this event must be done in advance, walk-Ins will not be permitted.
If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations.
Should you need to cancel, we kindly ask that you do so at least 24 hours in advance. Your timely cancellation allows us to be more responsible and ecological in avoiding food and energy waste.
In collaboration with: