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14 June 2023 - Westin Palace

14 June 2023
Westin Palace

Day 2

Conference chair:

Welcome

Welcome to the Evenco International, Pan-Iberian Fund Forum, in association with Bloomberg, bringing together the most influential fund selectors from across the Iberian Peninsula. At the forum, leading international asset managers will showcase their latest investment strategies across equities, fixed income, and alternatives in Global, US, and Emerging Markets.

We are delighted to welcome 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, 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.

AGENDA
14 JUNE 2023

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09.05 - 09.35

WELCOME SPEECH

Our In-House Convictions on Private Equity

LAURENT DOUILLET

Senior Equity Strategist specializing in European equity markets

Bloomberg Intelligence

Laurent Douillet is a senior equity strategist for Bloomberg Intelligence specializing in the European equity markets.

Based in Paris, Laurent has 27 years of experience in global equity markets. Prior to joining Bloomberg in May 2015, he worked as an equity analyst and portfolio manager covering the European technology and business services sectors at AllianceBernstein (1999-2009) and the global ex U.S technology sector at Lazard Asset Management (2010-2015). He was ranked in the Institutional Investor buy-side surveys of 2003 and 2005. Prior to his experience on the buy-side, Laurent worked as a telecom services and equipment analyst at Lehman Brothers from 1996 to 1998.

Laurent holds an M.B.A degree in accounting and finance from the Wharton School of the University of Pennsylvania.

Laurent Douillet is a senior equity strategist for Bloomberg Intelligence specializing in the European equity markets.

Based in Paris, Laurent has 27 years of experience in global equity markets. Prior to joining Bloomberg in May 2015, he worked as an equity analyst and portfolio manager covering the European technology and business services sectors at AllianceBernstein (1999-2009) and the global ex U.S technology sector at Lazard Asset Management (2010-2015). He was ranked in the Institutional Investor buy-side surveys of 2003 and 2005. Prior to his experience on the buy-side, Laurent worked as a telecom services and equipment analyst at Lehman Brothers from 1996 to 1998.

Laurent holds an M.B.A degree in accounting and finance from the Wharton School of the University of Pennsylvania.

11.20 - 11.50

PANEL DEBATE

Risks and Opportunities in Illiquid Assets

MANUEL HERNÁNDEZ

TBC

TBC

Manuel has over 18 years of experience in the industry, most of them at ABN AMRO in The Netherlands. He acted as the liaison between the Wealth Management and Asset Management business units of ABN AMRO and oversaw the structuring tailor-made funds (focusing Impact and Sustainable strategies) and developing new revenue-generating business models for Private Banking and Asset Management areas by leveraging the use of Digital Platforms. Earlier at ABN AMRO, Manuel managed the Global fund offering for the Private bank group wide (Europe, Asia and Middle East). From 2004 to 2008 – Manuel worked at Fortis & Beta Capital MeesPierson in Madrid, responsible for Fund Selection and building clients’ portfolios solely investing in investment funds. Recently, in Madrid he has cooperated with Truffle Private Markets and Creand Asset Management as responsible for their newly licensed Private Markets asset management arm. 

Manuel has over 18 years of experience in the industry, most of them at ABN AMRO in The Netherlands. He acted as the liaison between the Wealth Management and Asset Management business units of ABN AMRO and oversaw the structuring tailor-made funds (focusing Impact and Sustainable strategies) and developing new revenue-generating business models for Private Banking and Asset Management areas by leveraging the use of Digital Platforms. Earlier at ABN AMRO, Manuel managed the Global fund offering for the Private bank group wide (Europe, Asia and Middle East). From 2004 to 2008 – Manuel worked at Fortis & Beta Capital MeesPierson in Madrid, responsible for Fund Selection and building clients’ portfolios solely investing in investment funds. Recently, in Madrid he has cooperated with Truffle Private Markets and Creand Asset Management as responsible for their newly licensed Private Markets asset management arm. 

PABLO LOPEZ DE AYALA

Private equity - Investment Manager

Omega Capital

Pablo López de Ayala is an Investment Professional responsible for private equity assets at Omega Capital. With more than 15 years of Private Equity experience, Pablo has invested in North America, Europe and Asia Pacific and has ample experience in managing portfolios of private equity funds. He is a CAIA Charterholder and has lectured on Private Equity and Real Estate at different executive programs in Spain. He has also collaborated with INSEAD in some research projects within its Private Equity and Venture Capital course. Pablo graduated in Economics and Law from Universidad Carlos III de Madrid, master’s in economics and finance at CEMFI (Bank of Spain) and holds an Executive MBA from IESE Business School. 

Pablo López de Ayala is an Investment Professional responsible for private equity assets at Omega Capital. With more than 15 years of Private Equity experience, Pablo has invested in North America, Europe and Asia Pacific and has ample experience in managing portfolios of private equity funds. He is a CAIA Charterholder and has lectured on Private Equity and Real Estate at different executive programs in Spain. He has also collaborated with INSEAD in some research projects within its Private Equity and Venture Capital course. Pablo graduated in Economics and Law from Universidad Carlos III de Madrid, master’s in economics and finance at CEMFI (Bank of Spain) and holds an Executive MBA from IESE Business School. 

MIGUEL ZURITA GOÑI

Managing Partner

AltamarCam Partners

Miguel Zurita is Managing Partner, Co-Chair and Co-Head Private Equity as well as Head of the ESG Committee.He co-directs the Private Equity area, operations in primary, secondary and co-investments, and, as CoChief Investment Officer, participates in the investment committees of AltamarCAM Partners. He has over 25 years’ experience in Private Equity. Before joining AltamarCAM, he was a senior partner at Mercapital, a leading investor in the Spanish middle market. He has an MBA with honors from INSEAD, a degree in Law and Business from ICADE, and has been a professor of Financial Management at ICADE and the IEB. He was also president of ASCRI (Spanish Association of Capital, Growth and Investment) in 2018 and 2019. 

Miguel Zurita is Managing Partner, Co-Chair and Co-Head Private Equity as well as Head of the ESG Committee.He co-directs the Private Equity area, operations in primary, secondary and co-investments, and, as CoChief Investment Officer, participates in the investment committees of AltamarCAM Partners. He has over 25 years’ experience in Private Equity. Before joining AltamarCAM, he was a senior partner at Mercapital, a leading investor in the Spanish middle market. He has an MBA with honors from INSEAD, a degree in Law and Business from ICADE, and has been a professor of Financial Management at ICADE and the IEB. He was also president of ASCRI (Spanish Association of Capital, Growth and Investment) in 2018 and 2019 

KEVIN RIETJENS, CFA

Investment Manager

Cedrus Partners

Kévin Rietjens joined Cedrus & Partners in November 2021 as investment manager. He oversees the fund selection on private assets, especially private equity and infrastructure strategies, and financial engineering of the portfolios under advice. Previously, Kévin was part of the team in charge of the balance sheet investments of Tikehau Capital and Senior Analyst at Russell Investments. He obtained a master’s degree from the ESCE Paris and is a CFA® Charterholder. 

Kévin Rietjens joined Cedrus & Partners in November 2021 as investment manager. He oversees the fund selection on private assets, especially private equity and infrastructure strategies, and financial engineering of the portfolios under advice. Previously, Kévin was part of the team in charge of the balance sheet investments of Tikehau Capital and Senior Analyst at Russell Investments. He obtained a master’s degree from the ESCE Paris and is a CFA® Charterholder. 

11.50 - 12.10

PANEL DEBATE

How to Include Leading ESG Practises in Your Private Equity Strategy

MODERATOR

Leonardo López, CAIA

Country Head Iberia & Latam at ODDO BHF Assets Management and CAIA Iberia Chapter head

ODDO BHF Assets Management

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.

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.

ANA Guzmán QUINTANA

CIO and Head of Impact Investments

Portocolom AV

Ana Guzmán Quintana is CIO and Head of Impact Investments at Portocolom AV. She began her professional career as a fixed income and fund of funds manager in entities such as Caja España Fondos and March Gestión. Before joining Aberdeen in 2013, she was responsible for Dekabank’s business in the Iberian Peninsula. She holds a degree in Business Administration and Management from Cunef and a Master’s Degree in Portfolio Management from IEB.

Ana Guzmán Quintana is CIO and Head of Impact Investments at Portocolom AV. She began her professional career as a fixed income and fund of funds manager in entities such as Caja España Fondos and March Gestión. Before joining Aberdeen in 2013, she was responsible for Dekabank’s business in the Iberian Peninsula. She holds a degree in Business Administration and Management from Cunef and a Master’s Degree in Portfolio Management from IEB.

JUAN HERNANDO, CAIA, CAD

Head of Fund Selection

Morabanc

CFA ESG Investing Certificate

Juan Hernando is Head of Fund Selection and Fund Manager at Morabanc since 2015. Previously he worked at Inversis where he was head of fund research, Andbank and Banco Gallego. He is a Chartered Alternative Investment Analyst (CAIA), Certified Advisor-CAd by CFA Society Spain and obtained the CFA Certificate in ESG Investing. He holds a degree on Economics and an MBA from the Autónoma University of Madrid.

Juan Hernando is Head of Fund Selection and Fund Manager at Morabanc since 2015. Previously he worked at Inversis where he was head of fund research, Andbank and Banco Gallego. He is a Chartered Alternative Investment Analyst (CAIA), Certified Advisor-CAd by CFA Society Spain and obtained the CFA Certificate in ESG Investing. He holds a degree on Economics and an MBA from the Autónoma University of Madrid.

BORJA PUJALRÁS ORTUÑO, CAIA, MFIA

Investment Officer - Separately Managed Accounts

ARCANO CAPITAL SGIIC

Borja Pujalras Ortuño is Investment Officer at Arcano. Previously he worked at Eurocapital Wealth Management EAF where he was Investment Director. He is a Chartered Alternative Investment Analyst (CAIA) and European Environmental, Social and Governance Analyst (CESGA). He holds a degree on Economics from the Autónoma University of Madrid and Master in Financial Markets & Alternative Investments from BME.

Borja Pujalras Ortuño is Investment Officer at Arcano. Previously he worked at Eurocapital Wealth Management EAF where he was Investment Director. He is a Chartered Alternative Investment Analyst (CAIA) and European Environmental, Social and Governance Analyst (CESGA). He holds a degree on Economics from the Autónoma University of Madrid and Master in Financial Markets & Alternative Investments from BME.

Programme menu

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

Eurozone Government

EM Debt

Investment Grade

High Yield

Inflation-linked

Asset-backed Securities

Convertible Bonds

Green Bonds

Money Market

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

European

US

Japan

Asia ex Japan

Domestic

Frontier

italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Commodities

Private Equity

Private Debt

Hedge Funds

Infrastructure

Real Estate

Collectibles

Spain

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

Eurozone Government

EM Debt

Investment Grade

High Yield

Inflation-linked

Asset-backed Securities

Convertible Bonds

Green Bonds

Money Market

Spain

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

European

US

Japan

Asia ex Japan

Domestic

Frontier

Spain

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Commodities

Private Equity

Private Debt

Hedge Funds

Infrastructure

Real Estate

Collectibles

Spain

2023-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

Eurozone Government

EM Debt

Investment Grade

High Yield

Inflation-linked

Asset-backed Securities

Convertible Bonds

Green Bonds

Spain

2022-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

Private Debt

Hedge Funds

Infrastructure

Real Estate

Collectibles

Spain

2022-2024 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

European

US

Japan

Asia ex Japan

Domestic

Frontier

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

Private Debt

Real Estate

Infrastructure

Commodities

Hedge Funds

Collectibles

italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

Private Debt

Hedge Funds

Infrastructure

Real Estate

Collectibles

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

Eurozone Government

EM Debt

Investment Grade

High Yield

Inflation-linked

Asset-backed Securities

Convertible Bonds

Green Bonds

Money Market

Italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

European

US

Japan

Asia ex Japan

Domestic

Frontier

Switzerland

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

Private Debt

Hedge Funds

Infrastructure

Real Estate

Collectibles

Switzerland

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

Eurozone Government

EM Debt

Investment Grade

High Yield

Inflation-linked

Asset-backed Securities

Convertible Bonds

Green bonds

Switzerland

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

European

US

Japan

Asia ex Japan

Domestic

Frontier

italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

Private Debt

Hedge Funds

Infrastructure

Real Estate

Collectibles

Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

Eurozone Government

EM Debt

Investment Grade

High Yield

Convertible Bonds

Italy

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

European

US

Japan

Asia ex Japan

Domestic

Frontier

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

High Yield

Investment Grade

Convertible Bonds

EM Debt

Eurozone Government

Inflation-linked

Asset-backed Securities

US Treasuries

Green Bonds

Portugal

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

Asia ex Japan

US

European

Japan

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

Private Debt

Hedge Funds

Infrastructure

Real Estate

Collectibles

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

Eurozone Government

EM Debt

Investment Grade

High Yield

Inflation-linked

Asset-backed Securities

Convertible Bonds

Green Bonds

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

Global EM

European

US

Japan

Asia ex Japan

Domestic

Frontier

United Kingdom

Asset Allocation - Equities - Historical Findings

United Kingdom

Asset Allocation - Equities - Historical Findings

Global

Global EM

Asia ex Japan

US

European

Japan

Frontier

Domestic

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

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