13th JUNE 2023

08.30 AM

(CET)

Westin Palace 

Plaza de las Cortes, 7

28014, Madrid

Fixed Income
Investment Day

Day 1

* Agenda, topics and sponsors are subject to change

Conference chair:

LAURENT DOUILLET

Senior Equity Strategist
for Bloomberg Intelligence
specializing in the European
Equity Markets

KEYNOTE ADDRESS SPONSORED BY:

José María Aznar

Former Prime Minister of Spain and Keynote Speaker

José María Aznar took office as prime minister of Spain in 1996, his country was economically paralyzed by high unemployment, a deficit and little growth. Aznar instituted numerous economic reforms that increased Spain’s GNP by 68% and propelled Spain to the eighth largest economy in the world.

Evenco International is hosting the Pan-Iberian Fund Forum, in association with Bloomberg, which will bring together the most influential fund selectors from across the Iberian Peninsula. At the forum leading international asset managers will showcase their latest investment strategies in equities, fixed income and private markets.

We are delighted to invite you to this exclusive conference at The Westin Palace Madrid to discuss the latest investment strategies and network with international fund managers to generate winning investment solutions. With in depth discussions, a Key Note address from Ex-Prime Minister José María Aznar, presentations, debates and networking opportunities in store, our Pan-Iberian Fund Forum will bring valuable insights, as well as the latest and most sophisticated investment strategies in the asset management industry.

* Participation is by invitation only. 

Reserve your
complimentary
place

Our sponsors

AGENDA

Benefits

Watch a series of top Investment Strategists present for 20 minutes each to gain insight into their investment approach.

Learn and share ideas with your peers with networking opportunities throughout the conference.

Take part in our Fund Manager Panel debate, which consists of an audience Q&A. We will also be hosting a fund selector Panel Debate on a trending theme of interest.

Coffee breaks and lunch will be provided.

PRESENTATION

Why Flexibility Matters in Fixed Income

Vivek Bommi, CFA

Head - European Fixed Income, Director - European and Global Credit

THEMES

EQ

GLOBAL

PRESENTATION

Fixed Income Roadmap

Henrietta Pacquement

CFA Senior Portfolio Manager, Head of Global Fixed Income, Head of Sustainability

THEMES

FI

GLOBAL

PRESENTATION

AI, AI, AI, AI, Canta y no llores

David Dudding

Portfolio Manager

THEMES

EQ

EU

PRESENTATION

Human Capital: a Key Driver of Productivity and Sustainable Growth

Aymeric Gastaldi

Global Equity Portfolio Manager and Lead Portfolio Manager of the Fund EDRF Human Capital

THEMES

EQ

GLOBAL

PRESENTATION

The Strenuous Workout for the Race to Net-Zero: The Eticafunds' Approach

Fabio Moliterni

ESG Analyst

THEMES

EQ

GLOBAL

PRESENTATION

The Case of Emerging Markets in 2003

Julio Obeso

Senior Portfolio Manager

THEMES

FI

EM

PRESENTATION

What do we really think about fixed income?

Sefian Kasem

Global Head of ETF & Indexing Investment Specialists HSBC ASSET MANAGEMENT

THEMES

FI ETF

GLOBAL

PRESENTATION

Navigating the New Investment Regime: Solutions for Fixed Income Investors

Matthew Rees

Head of Global Bond Strategies, Active Fixed Income

THEMES

FI

GLOBAL

PRESENTATION

Solutions for a Decarbonised Energy Future

Thomas Guennegues

Senior Analyst, Polar Capital Smart Energy

THEMES

EQ

GLOBAL

KEYNOTE ADDRESS

Geopolitical Uncertainty: The Way Forward

KEYNOTE ADDRESS SPONSORED BY:

José María Aznar

Former Prime Minister of Spain

THEMES

tbc

TBC

PANEL DEBATE

Riding the Inflation Wave

Jaime Martinez, CFA

Global Head of Asset Allocation
at BBVA

Manuel Mendívil

Partner at Arcano Partners

David Cano MARTÍNEZ

Director General
at AFI Inversiones Globales, SGIIC

Luis Merino González

Head of Fixed Income and Balanced Funds at Santalucía Asset Management

PANEL DEBATE

Engagement
& Activism

TBC

TBC

TBC

TBC

TBC

TBC

In Partnership with:

Erlend Fredriksen

President of CFA Society Norway

italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

Convertible Bonds

No Data Found

Green Bonds

No Data Found

Money Market

No Data Found

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

European

No Data Found

US

No Data Found

Japan

No Data Found

Asia ex Japan

No Data Found

Domestic

No Data Found

Frontier

No Data Found

italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Convertible Bonds

No Data Found

Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

European

No Data Found

US

No Data Found

Japan

No Data Found

Asia ex Japan

No Data Found

Domestic

No Data Found

Frontier

No Data Found

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

High Yield

No Data Found

Investment Grade

No Data Found

Convertible Bonds

No Data Found

EM Debt

No Data Found

Eurozone Government

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

US Treasuries

No Data Found

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

Asia ex Japan

No Data Found

US

No Data Found

European

No Data Found

Japan

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

No Data Found

Private Debt

No Data Found

Hedge Funds

No Data Found

Infrastructure

No Data Found

Real Estate

No Data Found

Collectibles

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

Convertible Bonds

No Data Found

Green Bonds

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

No Data Found

Global EM

No Data Found

European

No Data Found

US

No Data Found

Japan

No Data Found

Asia ex Japan

No Data Found

Domestic

No Data Found

Frontier

No Data Found

United Kingdom

Asset Allocation - Equities - Historical Findings

United Kingdom

Asset Allocation - Equities - Historical Findings

Global

No Data Found

Global EM

No Data Found

Asia ex Japan

No Data Found

US

No Data Found

European

No Data Found

Japan

No Data Found

Frontier

No Data Found

Domestic

No Data Found

PANEL DEBATE II

How to Deal With Sustained Inflation

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

PANEL DEBATE I

Panel debate I theme title

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

Sample agenda
* all sponsors and times are subject to change

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