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Pre-conference:
Global Outlook Day
March 24, 2009
Conference:
Day 1
March 25, 2009, 8.30am - 5:30pm
Day 2
March 26, 2009, 8.30am - 5:30pm
or call +44 (0)20 7242 2324
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Managing Director,
Vision Brazil Investments
Joao Adamo Jr. - Mr. Adamo is a Managing Partner at Vision Brazil Investments. Mr. Adamo has an extensive background in banking sector. He previously worked with UBS group focusing in implementing and developing Wealth Management products platform in Brazil.
During his stay he also played an important role in the integration of Banco Pactual into UBS platform a deal of $3 billion. Prior he worked at Deutsche Bank from 1997 to 2003 as Head of Structured Products. During his period at Deutsche Bank he was appointed as the Country Head of Maxblue Investments - a start up initiative of Deutsche in Latin America. In 2001 Mr. Adamo sold 49% of Deutsche Bank’s stake to Banco do Brasil.
Prior to that Mr. Adamo spent 5 years at Banco Fenícia, a Brazilian Investment Bank, known as an innovative house in terms of Asset Backed Securitization in Brazil back in 1995. Mr. Adamo holds a MS in Philosophy from PUC-SP. Also he has a BA from Fundação Getúlio Vargas and a JD from University of São Paulo Law School.
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Treasurer & Chief Investment officer,
Rensselaer Polytechnic Institute
Wale F. Adeosun, CFA, is Treasurer and Chief Investment Officer at Rensselaer Polytechnic Institute (RPI) where he has oversight responsibilities for over $\ biUion in endowment and pension assets. Since joining Rensselaer in 2004, Wale has been instrumental in transforming Rensselaer's endowment by instituting a capital preservation philosophy across the portfolio and diversifying the portfolio globally. He led Rensselaer's increased investment in Alternatives by revamping the hedge fund portfolio, initiating a real assets portfolio and leading the Institute's investment effort in Frontier markets. Rensselaer was recently nominated along with two other institutions as one of the most savvy not-for-profit institution in the country in 2007. As Treasurer, Wale is also responsible for Rensselaer's debt issuance and cash management program.
Prior to joining Rensselaer in 2004, Wale was a Managing Director in the Investments Group of the John D. and Catherine T. MacArthur Foundation. At MacArthur, Wale was responsible for $1.5 billion in U.S equities investments and hedge fund investments. In addition to overseeing external managers, Wale also actively managed $300 million of the Foundation's internal portfolios in U.S. equities. Prior to joining the MacArthur Foundation, Wale was a member of the Treasury group at Inland Steel Industries and its surviving entity Ryerson Inc., where he served most recently as Manager, Pensions and Risk Management responsible for $500 million in pension assets.
Wale was an active board member of the Cabrini Green Tutoring Program while in Chicago where he started as a Tutor in 1990. He has served on the Investment Pra."Xis Board at Washington University in Saint Louis and is currently a member of the Investment Committee of the IPPF-WHR in New York City and also serves as the Vice President of the Nigeria Higher Education Foundation (NHEF), a Foundation founded by the MacArthur Foundation.
Wale completed his undergraduate degree in Economics and Business Administration at Coe College. Cedar Rapids, IA. He received his MBA from John M. Olin School of Business at Washington University in Saint Louis, Missouri with a concentration in Finance. Wale is a Chartered Financial Analyst (CFA).
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Founding Partner & President,
Cygnus Asset Management
At Cygnus José María Amusategui is responsible for the domestic business as well as Cygnus’ institutional relations with Spanish regulatory bodies among other things.
José María worked for 14 years with UBS. Originally an investment banker based in London, he was involved in M&A deals; IPO’s; and equity derivatives structures while part of the Corporate Finance division. After seven years he moved to the Wealth Management Division to create a Corporate Finance capacity and later the Key Clients Group for large private clients in Spain.
José María began his professional career in 1986 working for the consulting division of Arthur Andersen (now Accenture), gaining experience on information systems and strategic management consulting. Later in 1988 he worked for Advent España SA a venture capital firm part of the Advent International network, where he participate in fund raising, deal flow generation, financial analysis and due diligence. José María holds an undergraduate degree in Law from the Universidad Complutense de Madrid and an MBA from ESADE.
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Founding Partner & Head of Research,
Cygnus Asset Management
Luis is one of the founding partners and head of research at research analyst at Cygnus Asset Management. Prior to joining Cygnus Luis was the analyst for Pan-European utilities at Tisbury Capital, a London based hedge fund. He has more than 10 years of experience covering the sector, having also worked as a senior utilities analyst within the Pan-European Utilities team at UBS (consistently ranked in top 3 by Institutional Investor and Extel). Prior to leaving the sell-side, he was ranked 4th overall in the Starmine 2003 Pan-European market survey for stock pickers in the utilities sector. Luis has also worked for Andersen Consulting and McKinsey & Co and holds and MBA from Columbia University, New York and a B.A. in Computer Science from St. Louis University, Missouri. Luis is 41 years old.
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Director de la Área de Seguros, Gestoras Y Participaciones Empresariales, ,
Caixa Catalunya
Xavier is currently the Head of the Division of Insurance, Asset Management and Equity Shareholdings of Caixa Catalunya. He started to work at Caixa Catalunya in 1989 moving from different positions in the Bank to the Capital Markets Division were he stood for 7 years. He is also member of the Executive Board of INVERCO, the Spanish Association of Investment Managers and occupies positions in several Boards of Spanish companies in sectors like Energy, Infrastructure, Hotels, Pharma, Private equity funds, etc.
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Chief Investment Officer,
Bankinter
BANKINTER GESTION DE ACTIVOS - Madrid desde Jul-05
Director de Inversiones
Séptima Gestora española por AUM (10 bn €). Responsable de la selección de activos, comité de inversiones y políticas de crecimiento de negocio.
FAMILYOFFICE SOLUTIONS - Madrid Jul 04-Jul05
Socio-Director
Compañía de Multi-family office. Servicio de Gestión de Patrimonios para clientes de muy alta renta. Director de Inversiones. Miembro del Consejo.
HSBC FUND MANAGEMENT (ESPAÑA) – Madrid Feb 00 - Jul 04
Presidente/Director de Inversiones
Dirección del equipo de inversiones con participación en el Global Investment Strategic Committe del Grupo HSBC. €1,2 bn en AUM en 60 Fondos, SIMCAVS y Carteras de clientes. Miembro del ALCO (Comité de Activos y Pasivos) de HSBC España.
BANCO SANTANDER – Madrid
Adjunto al Director de Renta Variable. BSCH Gestión Jun 97 - Ene 00
Responsable del sector consumo. Coordinador de €10bn en 300 Fondos de Inversión y SIMCAVS. Creador del sistema de control en el área de cumplimiento para medir la evolución, recorrido y rentabilidad de las carteras de fondos.
Director Renta Variable Internacional. Santander Investment Ene 93 - Ene 97
Responsable de la creación y desarrollo de los fondos internacionales en la gestora del Banco Santander.
Analista Renta Variable. Gesbansander May 91 - Ene 93
Analista sectorial responsable del sector eléctrico, petróleo y comunicaciones.
PRICE WATERHOUSE – Madrid Feb 89 – Dic 90
Consultor de marketing-financiero.
Responsable de trabajos relacionados con las áreas Bancaria (entrada en la UME), Petróleo (liberación del sector en España), Turismo (Camino de Santiago) y Sanitaria (Constitución de residencias Geriátricas).
METROPOLIS SEGUROS Y REASEGUROS – Madrid Jun 88 – Feb 89
Departamento financiero y legal.
Elaboración de dictámenes para el departamento financiero para la valoración de la cartera de seguros. Preparación de informes legales sobre actuaciones y responsabilidades de la compañía.
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Managing Partner,
Bedi Capital LLP
Amit Singh Bedi (London) is the Managing Partner of Bedi Capital LLP, an FSA regulated alternative asset management firm headquartered in London. An entrepreneur and strategic investor, Mr. Bedi is the Managing Director of Bedi Acquisitions Ltd and holds several Directorships world-wide. Mr Bedi is also a member of the Prestige Board of Advisors and Prestige funds are managed by ODL Securities Ltd. with over $10 billion dollars of assets under management and over 250 employees worldwide.
Mr Bedi started his career as a trader, trading equities and fixed income before moving to equity research and portfolio management. Mr Bedi has two decades of investment banking and asset management experience, specifically within alternative investments, private equity and real estate with institutions such as HSBC, TD Securities and UBS O’Connor. Mr Bedi recently developed an alternative investment firm and a fund of hedge fund out of London, Zurich and New York, with a team of former UBS O’Connor and D. E. Shaw Managing Directors. The fund of hedge fund portfolio managers had a track record of managing over $3 billion dollars of assets under management. Currently Mr Bedi is a President and a Senior Portfolio Manager of Strategic Partners Advisory Group, a US long short hedge fund which is a partner hedge fund of Bedi Capital based out of New York.
Mr Bedi received his Bachelors with Honors in Finance and Investment Management and a Masters in Economics and Quantitative Finance from Leeds University Business School. Mr. Bedi went on to study for a PhD in Hedge Funds at Tanaka Business School, Imperial College and Judge Business School, Cambridge University. Mr Bedi is a member of the board of the Oxbridge Scholarship Foundation, a charity which provides funding to students studying at Oxford, Cambridge, Harvard and Yale.
Mr. Bedi is a Member of the Securities Institute in the UK and is authorized and regulated by the FSA.
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Portfolio Manager,
GLG Partners
Before joining GLG in early 2007 to co-manage the European Opportunity Large Cap Trading Fund, (performance: + 14% net 2007 and +12% net 2008), James spent over 5 years at Goldman Sachs and 2 years at JPMorgan, where he was consistently ranked number 1 in European sales. His focus and responsibility was on idea generation and client relationships with hedge fund clients. James graduated from Girton College, Cambridge University, with a MA degree in Economics & Law.
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Head of Asset Management, Chairman, Omega Asset Management Ltd.,
Omega Capital
Gabriel F. Bobadilla is Head of Asset Management at Omega Capital, where he has worked since the year 2000, and Chairman of Omega Asset Management Ltd (UK), the alternative investment arm of Omega Capital. He is a director of Laredo Umbrella Fund an Irish-domiciled fund of funds of which Omega Asset Management is the Investment Manager. He has lectured on the subject of Hedging and Risk Management at CEMFI and on Corporate Finance at the Instituto de Empresa (Madrid). He received a Master’s degree in Economics and Finance from CEMFI (Centro de Estudios Monetarios y Financieros), foundation of the Bank of Spain, a Master of Science in Electrical Engineering from Caltech (California Institute of Technology, USA) and a Ph.D. and Industrial Engineer degrees from Universidad Politécnica de Madrid (U.P.M.). He holds the CFA (Chartered Financial Analyst) designation. He is also a board member of Neotec Capital Riesgo, S.C.R.
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Trustee ,
Virginia Retirement System & Professor of Economics, University of Virginia
Head of Investment Banking and Municipal Finance, Interstate Johnson Lane, 1994-1995
President, Rothschild Financial Services, Inc. 1987-1994
Sr. Vice President, Smith Barney, 1975-1984 (Head of Options Sales and Trading)
Assistant and Associate Professor of Economics, Cornell University, 1969-1979
Education:
B.A. in Economics from Rice University, 1964; Ph.d. in Economics from Northwestern University, 1971
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,
Madrid Centro Financiero Internacional
• Managing Director of “Madrid Centro Financiero Internacional” Association (April 2007 – To date).
• Vicepresident and Member of the Management Committee of the European Investment Bank (2000-2006), with direct responsibilities in financing operations in Spain, Belgium, Portugal, Luxembourg, Asia and Latin America, structured finance and new financing instruments; securitisation, legal affairs (operational aspects) and SME financing operations
• Deputy General Manager for International Finance operations at Banco Santander Central Hispano (1999-2000), Banco Central Hispano (1991-1999) and Banco Hispanoamericano (1987-1991)
• Member of the Social and Economic Committee of the European Union, representing the public sector (1986-1988)
• Responsible for relations with the EU at the Instituto Nacional de Industria (INI), Ministry of Industry (1985-1987).
• Member of the Board of Directors of several industrial companies of the INI Group, and of COFIDES (Official development finance institution of Spain) and CESCE (Spanish export credit insurance company)
• Senior Trade Adviser at the Ministry for Trade (1977-1985) (Técnico Comercial y Economista del Estado)
• Degree in economics from the University of Madrid
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Head of Multi Management,
SOGEVAL (Grupo Banco Popular)
Rafael joined Popular Gestión in 1998 as a member of the asset valuation team. After being a fund manager, he became Head of the Multimanagement Team in 2000, being responsible for the investments in Third Party products, including Long-Only Funds and Alternative Investments. AUMs managed by Rafael amount to $2 billion in 22 Fund of Funds. Rafael has received an MBA from IESE Business School and a Ph.D. in Economics from Universidad San Pablo-CEU. His Doctoral Thesis was about Hedge Funds and Financial Crisis. He also has a B.A. in Economics from Universidad Autonoma de Madrid and B.A. in Business Administration from Universidad San Pablo-CEU.
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Mr. Yorgos Constantacopoulos, Director,
Renaissance Institutional Management (UK) Limited
Mr. Constantacopoulos joined Renaissance in August 2006. Prior to this, he spent
more than two years with the systematic hedge fund Aspect Capital. At Aspect he
was partly based in Geneva where he looked after Swiss institutional clients and also
in London where he was responsible for developing new institutional relationships
in the UK, France and Iberia. Before joining Aspect, he had completed a number of
internships including JP Morgan Private Bank in Madrid and Schroders Private Bank
in Geneva. Mr. Constantacopoulos holds a BA in Economics from the European
Business School in Madrid.
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Managing Partner,
UNIFINANZ Trust
Alfons Cortés is Managing Partner of UNIFINANZ Trust reg. in Liechtenstein and Chairman of UNIFINANZ AG in Switzerland, both specializing in wealth management for high and ultra high net worth clients.
He is Advisor to the Board of LGT Capital Management, member of the Investment Strategy Committee of Bank Frey & Co. AG, Zurich, and of a major public Pension fund in Switzerland.
He also serves on the Board of the European Center of Austrian Economics Foundation, Vaduz.
Alfons Cortés is married and father of two adult children, a daughter who works in PR and a son who works at UNIFINANZ TRUST reg.
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Managing Partner,
Altex Partners, S.L.
Graduated in Law and Economic Sciences. INSEAD MBA. Started at JP Morgan. Founded Inversiones Ibersuizas. Co-head of Europe for the Investment Banking Division of Barclays (BZW) for Europe. Managing Director of the retailing firm Inditex (Zara). Chairman of Artscapital, main investor in Kelkoo, awarded Private Equity Deal of the year 2004 in Europe. Chairman of Altex Partners, Nagas Partners and Cador Iberia. Board member of Natra, Sigma Fund, Tamarit, Orchid Costa and Who is Who Technologies.
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Head of Institutional Advisory, Aurum Funds,
Aurum Funds Limited
Alison Fleming, Head of Institutional Advisory, Aurum Funds
Aurum was established in 1994, and its sole business is funds of hedge funds.
Alison joined Aurum Funds in 2003 with over 20 years of investment experience.
Prior to joining Aurum Funds, Alison was a founding partner and Chief Executive
of Altius Partners, an independent company providing a hedge fund advisory
service to institutional investors. Altius Partners worked with funds of hedge
funds to construct bespoke portfolios of hedge funds for investors, acted as an
advisor in the selection of single managers and funds of funds, and on the relative
merits of outsourcing versus developing internal expertise.
Before founding Altius Partners, Alison was head of European sales and sales
trading, and on the management committee at Credit Lyonnais in London. Prior to
this, she was an Executive Director, Equities, at Lehman Brothers from 1995 to
1998 and prior to that was an Executive Director at UBS.
Alison graduated from St Hugh’s College, Oxford MA (Hons).
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Senior Vice President,
Paulson & Co.
Jonas Frantz, Senior Vice President (London)
Sales Director, Citigroup Alternative Investments (London, 2003-2007)
Financial Consultant, Merrill Lynch International Private Client Group (London)
Sales & Marketing Executive, Pegasus Solutions (Frankfurt)
Member of the CFA Society of the UK
BS, University of Wales, Switzerland
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Mr. Iñigo Gallastegui Alcoz , Managing Director,
Santander Banca Privada
Mr Gallastegui is the current Managing Director of Santander Banca Privada in Madrid. Santander Banca Privada is the largest Private Banking Unit in Spain with more than 40 Billion Euros in AUM, 25.000 clients and 40 Private Banking Centres throughout the country.
Mr Gallastegui started his career at Banco Santander in 1997, where he has been Director de Productos at Banco Santander between 2001 and 2002 and Director General de Marketing at Santander Asset Management between 1997 and 2001.
Immediately prior to joining Banco Santander, Mr Gallastegui was consulting with AT Kearney at the Transportation Group in the New York office and he was previously a consultant with Accenture´s Financial Services Group.
He is an Industrial Engineer from the Universidad de Navarra and holds an MBA from the Harvard Business School.
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Mr. Juan Luis Garcia Alejo, Director ,
Inversis
Juan Luis Garcia ha trabajado en Inversis Banco desde junio de 2005 donde desarrolla las tareas de dirección de la gestora, como Director de Análisis y Gestión. Las principales responsabilidades pasan por el diseño e implementación de la estrategia de inversión del Banco, la gestión de los vehículos de inversión de nuestros clientes de banca privada e institucionales a sí como las tareas relativas al asesoramiento para la toma de decisiones de los mismos y de las redes de distribución del banco. Actualmente Inversis Banco gestiona recursos de clientes retail por importe de 4.000 mill. de €. y 40.000 mill. de € para el cliente institucional. La filosofía del banco como plataforma de distribución, pasa, entre otros elementos, y a nivel de producto, por poner a disposición de sus clientes toda la gama posible de los mismos y además, opinión sobre ellos, si se requiere. Entre ellos, el banco mantiene un focus especial sobre el mundo de los fondos y en particular sbre el mundo hedge. Anteriormente ha desarrollado las tareas de Director de Inversiones y Director de Análisis dentro del grupo SAFEI. También como Profesor Universidad Carlos III asociado a la Cátedra de Economía de la Empresa durante cuatro años.
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Mr José Manuel García de Sola Arraiga, Chief Investment Officer,
BANIF
EDUCATION
- Degree in Economics by Universidad Complutense de Madrid.
- M.B.A by Instituto de Empresa business school.
- Workshops in Spain and the US on financial markets and investment products.
CAREER
- Actually
Managing Director, Banco BANIF
Responsible for the asset management business; research and analysis for equities and fixed income;Private banking products;Estructured products
- Previously he develops his career as CEO, Santander Patrimonios
Private Banking arm of Banco Santander
- Before of that he has exercised different managing responsibilities inside the same company, AB Asesores Bursátiles Gestión (Asset Management, portfolio management and pension funds). Responsible for development the institutional business and AB’s retail sales capabilities. Launch of an independent insurance broker for the marketing of insurance products and mutual funds. Head of Fixed Income for AB Asesores Bursátiles (founder partner). Launch and development of the fixed income department. So emphasised his collaboration in dealing on government issues, credit and derivatives for institutional clients. Research and business support to the insurance sector through a financial and risk management perspective.
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Director of Alternative Investments,
Nmas1 Gestion Alternativa
He holds a Degree in Economics and Business Studies (ICADE). Financial analyst at FG Inversiones Bursatiles and Merrill Lynch (1993-1998). Senior equity salesperson at Salomon Brothers-Citigroup (1998-2006). He joined the N+1 Group in 2007 as a hedge fund analyst after spending 8 months working in a project to launch a hedge fund incubator in Spain.
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European Head of Consumer,
3i Europe
Mark Heappey joined 3i in 1989. He heads 3i's Spanish business, of which he became Managing Director in 1998 and has been closely involved in all 3i’s major buyouts in the region in recent years. Mark moved to Spain in 1995, having previously worked in Birmingham. Mark has played a major role in Spanish buyouts including TCB, Esmalglass and La Sirena, 3i Spain’s biggest buyout assets. Prior to joining 3i, he worked for four years at British Coal, and holds a degree in Mining and Engineering and an MBA from London Business School. Mark is a member of the Boards of Directors of both Esmalglass and La Sirena.Mark has also been involved in growth capital deals, AC Hotels and Imaginarium Print this page
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Analyst,
Clontarf Capital
Javier Herranz began working as an Associate in the hedge fund area with Clontarf Capital in May 2008, where he currently co-leads portfolio construction in credit/distressed opportunities and Macro/CTA strategic allocations. He is responsible for conducting manager research, data management, and assistance with portfolio construction in other alternative themes. Prior to joining Clontarf Capital he worked as Business-Industry Analyst in the Building/Infrastructure Industry, between 2004-2007 in the USA (Miami, NYC). During 2007-2008 worked in Strategic consulting with projects in Finance in London. With previous experience as conference speaker.
He graduated with a MSc in Investment Management from CASS Business School in London in 2008, and with a Business and Law university degree from ICADE, U. Pontificia Comillas in Madrid, Spain, in 2004. Spanish native speaker.
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Managing Director,
Fortune Group
Simon Hopkins Chief Executive
Simon Hopkins has over 20 years' experience in the European investment business. He started his investment banking career with SG Warburg & Co in 1986, joining UBS in 1988 as a European equity specialist. From 1990 to 1996 he spent over six years as a French equity market specialist in Paris, first with HSBC James Capel, then the Japanese giant Nomura in France, where as director of French equities he built a highly-rated equity sales and research business. Simon established Fortune, a diversified hedge fund management and advisory firm, and its research affiliate Global Fund Analysis in 1996. Earlier this year, Close Bros plc, a leading UK merchant bank, managing alternative assets of in excess of USD 7 billion, acquired a controlling interest in the firm. Today Fortune manages proprietary hedge funds including the Market Wizards Fund and the Fortune family of funds overseeing over 1 billion USD in total for a wide range of institutional clients including insurance companies, private banks, family offices and endowments. The firm has also seeded 15 single strategy funds over the last decade through its unique emerging manager program. Simon brings to the Fortune team a deep understanding of global investors and the driving forces of fund investing. He is a regular commentator on fund industry topics in the financial media and has addressed numerous conferences, the OECD and the London School of Economics on hedge fund investing. He graduated with honours from the University of Bristol's Faculty of Law.
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Fund Manager,
SOGEVAL (Grupo Banco Popular)
Rafael joined Sogeval in 1998 as a member of the asset valuation team. After being a fund manager, he became Head of the Multimanagement Team in 2000, being responsible for the investments in Third Party products, including Long-Only Funds and Alternative Investments. AUMs managed by Rafael amount to $3.3 billion in 15 Fund of Funds.
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Chief Executive Officer,
Allfunds Alternative
Borja Largo is the Chief Executive Officer of Allfunds Alternative, the subsidiary of Allfunds Bank dedicated to institutional services of advisory of fund of hedge funds. Allfunds Alternative was founded in year 2008 and is developing relations with institutions worldwide.
He is also the Chief Investment Officer of Allfunds Bank where he has direct responsibility over the Fund Research, Portfolio Advisory and Product Specialist teams. He joined Banif (the Santander Group Private Bank) in 1999 as a fund analyst until 2000 when he became one of the founding members of Allfunds Bank as a spin off of Banif´s third party fund department. In the year 2003 he took over the current responsibility after being Head of Fund Research for the previous years.
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Private Banker,
BNP Parabis
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CAIA - Partner,
Redcliffe Square Ltd.
Marivi has over 17 years market experience and over 7 years of experience in the hedge fund industry. In 2005, she joined the Group N+1 as managing partner of the area of hedge funds. From 2002 to 2005, Marivi was founder and managing partner of Alpha Value Management LLP (AVM), responsible for portfolio management specializing in hedge funds. Prior to that, she was director of international equity sales at Santander Investment in London and prior to Santander, she was bond sales and credit analyst at BCH in New York. Marivi graduated in economics and BA from CUNEF (extraordinary Award for the best academic CV in Spain): She has a LBS Master in Finance and the LBS Investment Management Programme. She is CAIA holder and member of AIAA. She currently invests in alternative investments through her own company, Redcliffe Square Ltd.
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José María Marcos Bermejo, Director General de Entidades,
CNMV
Segovia (1965). Licenciado en Ciencias Económicas por la Universidad Autónoma de Madrid. Premio extraordinario de licenciatura de la promoción de 1988.
Hasta 1990 trabajo en una firma multinacional francesa de auditoría (GMS).
En julio-1990 ingreso en la CNMV como técnico de la División de Instituciones de Inversión Colectiva
1993-2007. Subdirector en la Dirección de Supervisión con distintas atribuciones relacionadas con la supervisión in situ y a distancia de IIC y Empresas de Servicios de Inversión. Participación en diversos grupos internacionales de supervisores (IOSCO, CESR y Comisión Europea)
Marzo-2007-octubre-2008. Director de la Dirección de Supervisión.
Octubre de 2008. Director General de Entidades de la CNMV. Responsable de la Supervisión y Registro de Entidades (IIC, ESI, ECR y entidades de crédito en en su actuación en el mercado de valores).
15 artículos publicados relacionados con la inversión colectiva. Ponente en más de 80 cursos y seminarios dirigidos tanto a profesionales del sector de IIC, como a supervisores e inversores.
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IMDEA Professor of Finance,
IE Business School
José M. Marín is the IMDEA Professor of Finance at IE
Business School. Born in Spain, he graduated Valedictorian, Summa Cum
Laude (Premio Extraordinario) from the University of Murcia (Spain) with a
degree in Economics, and received his PhD in the same subject from the
University of Pennsylvania. Prior to joining IE Business School, Dr Marín was
a tenured professor (catedrático) at Universitat Pompeu Fabra, and had also
held academic positions at the Wharton School (Fulbright Senior Visiting
Scholar) and New York University (MEC Visiting Scholar). He has visited and
taught courses at several other institutions, including the University of
Wisconsin-Madison, Universidad Torcuato Di Tella and Universidad del
Pacífico. He has served as President of the Spanish Finance Association
(2004 to 2006), Director of the Centre for Research in Financial Economics
(2004-2007) and Vice-Dean of the Economics and Business School at
Universitat Pompeu Fabra. Dr Marín has participated as a member or
leading researcher in nine research grants (sponsored by either private
foundations or government agencies) worth over half a million euros.
Dr. Marín main areas of research are asset management and asset pricing.
In particular, his current research agenda focuses on the study of market
crashes, insider trading, the anomalies in the valuation of companies
sponsoring defined benefit pension plans, and the development of
successful trading strategies that build on several sources of misspricing in
financial markets. His research output has had a significant impact on
financial regulation and among practitioners. For instance, recent reforms
in the regulatory framework (Pension Protection Act 2006) and accounting
rules (SFAS 158) related to the U.S. Pension System have been partially
motivated by Dr Marín’s findings, and his research on pricing anomalies
and market crashes has received ample coverage in the professional media.
Dr Marín’s publications include articles in the Journal of Finance , Journal of
Portfolio Management , Review of Economic Studies , Journal of Monetary
Economics and Economic Theory , among others. He has also contributed
chapters in collective books and monographs, and is author of Economía
Financiera , a textbook that is widely used as a reference in undergraduate
and graduate programs worldwide.
Outside the academic world Dr. Marín has worked as senior consultant for
Quantitative Financial Strategies, Inc. (QFS) and its affiliate Grossman Asset
Management, LP; the European Central Bank (ECB); the European
Investment Bank (EIB), and several firms managing mutual and pension
funds. He has also served in several legal proceedings as expert witness.
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Mr Angel Martínez-Aldama , Director General,
INVERCO
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Chief Executive Officer,
Tressis
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Head of Sales & Relationship Management - Spain,
BNP Paribas Securities Services
Elena Mesonero is graduated in Economics by Deusto University and Master in Finance by Universidad Autónoma, Madrid. She started her professional career in 1992 at Deutsche Bank in the securities services area in Germany and Spain. She joined BNP Paribas Securites Services in 2001 as Head of Sales & Relationship Management to develop the range of services for Spanish domestic institutions. Within the products developed in the Spanish market in coordination with different Fund Managers, Prime Brokers, legal firms and CNMV was the depobank and Fund accounting services for Hedge Funds.
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Chief Executive Officer Alternative Investments-Hedge Funds,
BanSabadell Inversión
Sergio Miguez, Chartered Alternative Investment Analyst, is currently CIO in charge of Hedge Fund investments at “BanSabadell Inversión SGIIC”. He is also member of the Board of Directors of “Urquijo Gestión SGIIC”. Previously he was Managing Director at Atlántico Fondos, the Mutual Funds Management Company of former Banco Atlántico. Before that, he worked for the Banco Popular Group, where he took the responsibility as CIO for the Equity investments at Sogeval. He started his professional career working for Siemens Finance department both in Germany and Spain. He has a track-record of 8 years in Hedge Fund investing and more than 12 years experience in the Asset Management industry.
Mr. Miguez currently coordinates a Post-Graduate Senior Management Program under title “PDD in Hedge Funds and Alternative Investments” running both at “Instituto de Estudios Bursátiles” (IEB) in Madrid, and at “Institut d’Estudis Financers” (IEF) in Barcelona.
Regarding his qualifications Sergio Miguez earned the “Financial Risk Manager” (FRM) designation and is member of the Global Association of Risk Professionals (GARP) since 2007. He was also one of the very first in Spain to have earned the “Chartered Alternative Investment Analyst” (CAIA) designation in 2006. Member of “Instituto Español de Analistas Financieros” (IEAF) he holds degrees in both Business Administration & Law from ICADE- Universidad Pontificia Comillas. He is member of the Madrid Bar Association since 1991.
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Fouder & Managing Director,
Valira Asset Management
Director General y Socio co-fundador de Valira Asset Management. En su etapa anterior, entre 2002-2007 fue Socio y Director General de la Sociedad de Valores de CM Capital Markets Holding S.A. y del departamento de Asset Management.
En 2001 fue Consejero Delegado y Director General de la oficina en Milán de CM Capital Markets SIM.
En el año 1997 se reincorporó a CM Capital Markets Brokerage, AV, S.A. como Director de la mesa de opciones y futuros, IRS y crédito, tras un periodo de un año y medio en Londres en la mesa de Derivados Financieros de Crédit Lyonnais.
En 1992 empezó su andadura profesional en el broker de CM Capital Markets Holding S.A.
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Director,
Pension Funds & Endowments
Sindo Oliveros is the Director of the Pension Plan and Endowments the World Bank and a member of the World Bank Treasury management team. He manages over 16 billion US dollars invested across asset classes, from fixed income to private equity and real estate. The pension plan has invested in hedge funds since 1980 and has currently a 20% allocation to that space. The World Bank Treasury manages $80 billion for its own account and for external clients, which include central banks, official pension plans and international financial institutions. Mr Oliveros’ team advises central banks, official pension plans, endowments and Funds for the Future on multiasset investments. Prior to this position, Mr. Oliveros was Director of the World Bank’s Capital Markets and Financial Engineering Department, responsible for derivatives operations globally and for the Bank’s borrowing strategy and program. He joined the Bank in 1990 and has served in various capacities, including in the risk management and financial policies department; the derivatives and liability management group; and the European funding team.
Before joining the Bank, Mr. Oliveros taught macroeconomics and international trade at the University of Minnesota, and worked for eight years at the International Monetary Fund on macroeconomic adjustment programs in Latin America, Africa and Asia, and on Fund conditionality.
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Fund Manager,
HF First Financial
Fabio Oreste, CEO. Born in 1963, Fabio is a financial trader and a fund of hedge funds manager. He is the author of various books on financial matters (trading, derivatives hedging and financial engineering) for primary Italian publishers:
Guadagnare in Borsa in Modo costante Maggioli editore 2001
Guadagnare in Borsa con le Opzioni Il Sole 24 Ore 2003
He is currently writing his new book “Quantum trading” about his proprietary trading models based on quantum physics that will publish in 2009 with John Wiley & Sons-New York
He has worked in the USA, South America, Italy and, for the last 5 years, in Switzerland as an independent trader and Fund manager. He is the founder of HF First Financial ltd.
Besides being a very well known author in Italy, Fabio Oreste is also a financial trainer. HF First Financial, through his training department, has provided yearly classes on trading and financial engineering.
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Deputy Head, External Asset Management,
EBRD Treasury
Mr. Pardo is Deputy Head of the Treasury External Asset Management Programme at the European Bank for Reconstruction and Development. He is responsible for the management and monitoring of the portion of the Bank’s liquid assets placed with third party investment managers. Mr. Pardo joined the EBRD in 1998 after short work assignments at Cazenove & Co in London and LongView International in California. Prior to that, Mr. Pardo lectured in Statistics and Econometrics at the Universidad Autonoma de Madrid and at the Colegio Universitario Francisco de Vitoria. He received B.S. and ABD in Economics from Universidad Complutense de Madrid and graduated with Master in Applied Economics from University of California at Santa Cruz and with a Master in Finance from London Business School. Mr. Pardo is a Chartered Alternative Investments Analyst and a CFA candidate level 3.
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Senior Director,
Fitch Ratings
Aymeric Poizot is head analyst for fund and manager ratings in Europe, Middle-East and Asia. Aymeric joined Fitch Ratings in April 2003.
After graduation from Ecole Centrale Paris and Sciences Po, Aymeric joined the Allianz Group in 1997 to follow a special graduate program. In 1998, he moved to AGF Asset Management (Allianz Group) to supervise the reporting activities on insurance portfolios and, the next year, on institutional accounts and mutual funds. In 2000, he joined the European equity team as fund manager in charge of mandates and mutual funds. At the end of 2001, he joined HSBC Multimanager Europe as a manager of balanced funds of funds.
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Chief Executive Officer,
Harcourt Investments SGIIC SA
Managing Director Harcourt Investments Spain &Portugal and NIBC Petercam Gestion. Graduated in 1991 BBA Finance and MBA Harvard University. With more than 12 years of experience in the Structured Investment Products and Capital Markets sector in New York, London and Madrid. Head of different areas of business development and distribution of structured investment products in fixed income, equity, funds and alternative investments at Santander Financial Products and Santander Treasury desk (1994/1999), KBC Petercam Derivatives Iberia ( 1999/2002) and KBC Financial Product UK (2002/2003).
Usual speaker and/or chairman in 2004/2005 Alternative Investment's Conferences organized by IFAES, FT, FOW, Cinco Dias, Intereconomía and Fundación Caja España. Previous to that usual speaker in structured product forums in Europe (London, Brussels, Geneva and Madrid).
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Director Hedge Funds IS, Spain,
UBS Wealth Management
Javier started his career in 1992 as Fixed Income and Currency propietary trader in Caja de Madrid. In 1994 joined Gesmadrid (4th Largest AM Company in Spain) as Fixed Income Portfolio manager. In 1997 he was responsible for the development of the derivatives and guaranteed products area of Gesmadrid S.G.I.I.C.. In 2000 he became Head of Fixed Income Investment, Guaranteed Funds and Alternative Investment and Member of the Investment Committee. Founder and portfolio manager of 2 of first Spanish Alternative Investments Funds: One CTA managed with systematic trading models (290 mlls euros), and one Long-Short Market Neutral managed with quantitaive models (80 mlls euros).(2001-2003). Portfolio Manager of the biggest spanish Money Market Dynamic Fund using systematic trading models (1,2 B euros). Widely recognized for the quality and profitability of the funds managed by this asset manager in “Standard and Poor’s” with many awards for 3 consecutive years.
In 2001 Javier, as partner, founded Harcourt Investments SGIIC (Spain) first asset management company focus on management and distribution of regulated alternatives investment products for institutional investors SGIIC. CIO and local partner. Member of the Board. Responsible for managing total return on-shore domestic funds based in quantitative CTA, Long Short Equity Strategies and Fixed Income/Currency Absolute Return Strategies. Also Responsible for the design and development of customize portfolios of funds of hedge funds and multi-assets allocation portfolios for institutional clients. Selected by CNMV( regulator ) for internal courses on Hedge Funds and active speaker on different forums and conferences on the topic ( Hedge Fund World, Expansión, IFAES, Bolsa Madrid, etc).
Javier has joined UBS in 2007 as Responsible of Alternative Investments in Spain WM Investments Solutions.
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Chief Investment Officer,
Gesmadrid, Grupo Caja Madrid
Sebastián is currently responsable for the investments division of Gesmadrid, the asset management arm of Grupo Caja Madrid. His professional career has been completely dedicated to the world of finance both in Banco Atlántico (today Banco de Sabadell) and in Caja Madrid.
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,
K1, 1st Financial Concept
Frank Rothmaier is the founder and owner of 1st Financial Concept, and as the firm’s Managing Director he is directly involved in the company’s overall operations and strategic direction. 1st Financial Concept consults on the development of structured products and alternative investment solutions for institutional investors.
Currently, 1st Financial Concept is, among other things, responsible for the distribution of Europe’s premiere hedge fund of funds – K1 Global in Spain and Latin America.
In 1998, Mr. Rothmaier founded 1st Financial Concept with the goal of creating innovative alternative investment products.
Prior to starting 1st Financial Concept, Mr. Rothmaier worked for Banque Colbert in Luxembourg where he was responsible for developing financial products for institutional clients.
From 1990 to 1994 Frank worked for ABN-AMRO in Madrid, where he was responsible for the institutional equity sales for German speaking clients. Prior to ABN-AMRO he was with Merrill Lynch, in Munich serving high net worth individuals. Frank is FINRA registered.
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Head de análisis cuantitativo y riesgos ,
Valira Asset Management
Responsable del Departamento Cuantitativo y de la Gestión de Riesgos.
Desde el 2000, año en que se incorporó al departamento de Asset Management de CM Capital Markets Bolsa, Sociedad de Valores, S.A. viene desarrollando labores de análisis cuantitativo de fondos y carteras de inversión alternativa.
Durante su primer etapa profesional ejerció como profesora de Estadística en la Universidad de Valladolid.
Licenciada en Economía y Diplomada en Estadística por la Universidad de Valladolid y Master en Finanzas Cuantitativas por Analistas Financieros Internacionales (Afi) en Madrid.
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Chief Executive Officer,
Omega Gestión de Inversiones SGIIC
Managing Director of Omega Gestión de Inversiones, SGIIC, asset management company specialized in Alternative Investment Solutions. Previously, Partner of Analistas Financieros Internacionales(AFI) and General Manager of the Asset Management Advisory Unit. Professor of Finance in Escuela de Finanzas Aplicadas and ICADE, he is the author of different research articles focused in asset management and family companies. He has a law degree and Master in Finance by ICADE and a Diploma in Asset Management by Harvard University.
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Prior to joining GLG Partners, Mr Saxe-Coburg spent 10 years at Lehman Brothers Corporate Finance and Mergers and Acquisitions areas, firstly in New York and subsequently in London. During his period in London, Mr Saxe-Coburg specialised in M&A transactions for South European clients. Since 1997 Mr Saxe-Coburg joined GLG with main responsability in Spanish and Portuguese markets. During his early days at GLG he was a pioneer in introduction of absolute return Long-Only strategies to spanish investors, and has had ongoing conversations with investors and regulators on the merits of Hedge Funds. At present he is a Principal in Asset Allocation Group and jointly responsible for the management of the GLG Multistrategy Fund, a fund of GLG Funds.Kyril holds a BA degree (Cum Laude), in Physics from Princeton University.
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Mr. Gregory A. Schnitzler, Chairman of the Investment committee,
Richmond Retirement System
- Managing Partner and co-founder of Ascential Equity LLC. a start-up hedge fund focusing on small community banks.
- 1982-2006 Director of Cash Management and Investments, Commonwealth of Virginia, Department of the Treasury, responsible for an operating fund portfolio exceeding $14 billion.
- Trustee, City of Richmond Retirement System (RRS) and Chairman until April 2006.
- Member, Investment Committee RRS. (530 million public pension fund.)
- Member, Investment Committee, Virginia 529 College Savings Plan ($2 billion + college savings program) Largest such program in the U.S.
- Adjunct Professor of Finance, Virginia Commonwealth University at undergraduate and graduate level.
- Investment Counselor, individuals and foundations.
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Investment Manager,
Man Investments
Harry Skaliotis is an investment manager with AHL. Prior to joining AHL in 2005, Mr Skaliotis was involved in equity portfolio construction at JPMorgan Fleming Asset Management. He has a BSc in economics, accounting & finance from the London School of Economics, and an MPhil in finance from Cambridge University. Mr Skaliotis is a CFA charterholder.
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Mr. Cristóbal Thomas de Carranza, Managing Partner & Fund Manager,
Valorica
Valórica Capital e Inversiones SGIIC SA. Managing Partner, y gestor de Valórica Global, Fondo de Inversión Libre, con más de 70 millones de euros de activos bajo gestión.
Hasta su incorporación a Valórica en 2007, Cristóbal fue Presidente-Consejero Delegado de Fonditel Gestión y Director General de Inversiones de Fonditel Pensiones, ambas sociedades pertenecientes al Grupo Telefónica. Antes de su incorporación a Fonditel trabajó como Director de Renta Variable en entidades como Societé Generale, Beta Capital y Natwest Bank. Su especialidad es la aplicación de estrategias Global Asset Allocation.
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Partner,
Nmas1 Gestion Alternativa
She holds a Degree in Economics and Business Studies (CUNEF). Financial analyst at Santander Investment (1989-1991); Head of proprietary trading in emerging markets in Banesto (1992-1995); International equity security manager in Banque du Louvre Paris (1995-1996); Head of hedge fund investment strategy at Gestinvest International (1996-2000) and hedge fund investment portfolio manager at Alpha Capital Ltd. (2000-2004). In 2004 she joined Alpha Value Management LLP as a partner and Managing Director until 2005 when she joined the N+1 Group as a partner in hedge funds.
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Versión en Español
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