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An initiative by the Fide’s GET-2 ESG Think-Tank
Welcome to the 2023 Oxford Congress: Overcoming the main ESG investing challenges
Join us at the highly anticipated 2023 Oxford Congress, hosted by the Fide Foundation in collaboration with prominent players in the financial industry. This prestigious event will bring together experts, innovators, and thought leaders from around the world to delve into the intricate realm of Environmental, Social, and Governance (ESG) challenges.
As the global consciousness shifts towards sustainable practices and responsible investment, it is imperative for the financial sector to address the key obstacles hindering progress. Guided by the comprehensive research and insights of the GET-2 ESG Think-Tank, the congress will showcase multidisciplinary working groups, each presenting their proposed solutions to the seven critical ESG challenges identified.
Through engaging discussions, collaborative workshops, and thought-provoking presentations, the 2023 Oxford Congress will provide a platform for knowledge exchange, innovative ideas, and tangible solutions. By embracing the complexities of ESG challenges head-on, we strive to shape a more sustainable and responsible future for the financial industry.
Register now to be a part of this transformative event. Together, we can shape the future of finance.
We cordially invite financial professionals, policymakers, academics, and all those passionate about driving positive change to join us in this pivotal congress at the historic University of Oxford. Together, let us forge a path towards a resilient and ethical financial landscape through ESG solutions.
This program is a work in progress and will be updated with new speakers and topics throughout the upcoming months. Schedule conforms to UK timezone.
Find below all the details and bios of the congress participants.
President and Founder of the Fide Foundation | Attends in-person
President and founder of Fide. She has been a lawyer from the Madrid Bar Association since 2000, having developed most of her career as a lawyer in the bankruptcy, procedural and corporate fields. She is an accredited mediator by CEDR, Center for Effective Dispute Resolution of London. She is a magistrate, a position she held from 1990 to 1999 when she requested a leave of absence. Throughout her professional life she has held different positions in private training institutions, she has founded research and study centers in the legal area and participated in different publications, training courses, and other activities related to the world of law and economics.
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Member of Fide´s Board. Managing Director at GAM.
Managing Director at GAM Investments for Iberia, LatAm & USi, Trustee of the FIDE Foundation and Academic Director of the Master in Finance and Alternative Investments at the Spanish Stock Exchange Institute. Previously he worked at Morgan Stanley (as a member of the Consulting Strategy Group), in Atlas Capital (as Executive Founder, Board Member and Head of Business Development), and for the Economic Cabinet of Mr. Ramón Tamames. He has been professor and Director of the i3 Program at the Instituto de Empresa Law School. He holds a degree in Economics from the Universidad Autónoma de Madrid and is a Chartered Alternative Investment Analyst and MFIA Certified.
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Expert in Sustainable Investment. Member of WAS and EJE&CON
Global Sustainable Investments Director for Santander Group’s Wealth Management & Insurance Division, and is in charge of the sustainable business development strategy. Prior to that, she was Global Head of ESG and Investment Content at Santander Asset Management, leading the ESG team responsable for developing and implementing a proprietary methodology for sustainable investments in mutual funds and mandates. She has over 30 years experience in financial markets, and is an expert in markets’ strategy and Research. She has held several positions as Head of Market Strategy, Head of Products and Market Intelligence and Head of Research within her journey at Santander Group since 1991. She is a recognised speaker and panelist both on the topics of Markets Strategy and Sustainable Investments. She holds a CESGA (Certified ESG Analyst) certificate from EFFAS, beeing the President of the CESGA Alumni club in Spain. She is also a Certified International Investment Analyst, CIIA. She holds a BA in Business Administration and Accounting in CUNEF, Madrid. Ms. Rivero is a partner at WAS (Woman Action Sustainability) and EJE&CON.
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Academic Director
Fide Academic Director. Coordinator of the International Academic Council of Fide.
Degree in Information Sciences, Complutense University of Madrid (U.C.M) 1994.
Previously, she held positions of various responsibilities at the Institute for Business Development (IFE), as Director of Programs (1996-1998), Director of Marketing (1998-2004), Deputy General Director (2004-2010).
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CEO
Director General of the Foundation for Research on Law and Business (FIDE).
Graduated in Law from the Autonomous University of Madrid (1993-1998).
Master’s Degree in Legal Advice from the Instituto de Empresa (2000).
Manager of Open Programs at the Instituto de Empresa (2000-2007).
She has been coordinator of the Justice and Business Observatory (2004-2007).
Coordinator of the work “The new Bankruptcy regulation”, Ed. Colex (2004)
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Senior Manager in the Legal and Regulatory Services to the Financial Sector (FS Legal) team at KPMG Abogados in Spain
He has more than 12 years of experience advising entities in the financial sector on legal and regulatory matters. He accumulates significant expertise in regulatory implementation projects, specializing in the regulation applicable to the provision of investment services (RIS, MiFID II/MiFIR and MiFID I), sustainability (SFDR), insurance distribution (IDD) and marketing of IICs (UCITS and AIFMD). Likewise, has led and coordinated highly complex international projects for different entities in the financial sector before Brexit, carrying out the necessary procedures before supervisory authorities including the European Central Bank (ECB) and the British PRA. In addition, he participates as an expert in different KPMG international regulatory working-groups on MiFID (currently, on RIS initiative) and ESG matters, and collaborates as a teacher in the Master’s Degree in Banking Law at CUNEF College in Spain. He is member of the Madrid Bar Association
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Head of the Financial Division at the Superintendence of Pensions of Chile
He has joined the Chilean Pension Funds Superintendence in February 2018. He is Brazilian, living in Chile since 2002, he has an extense experience in the Latin American Financial Markets. Started his career as Analyst in Rosenberg & Associados in 1989. In Chile, he was a key part of Larrain Vial’s Latin American Assets team since 2006, being awarded 4 times as Portfolio Manager. From 2012 to 2016 he performed as the CEO of EuroAmerica Administradora General de Fondos, a Chilean Asset Management Company. Prior to joining the Superintendence, he was on the Board of some private companies. As Head of Financial Division, he was part of the Chilean Green Agreement and is part of the group developing the Chilean Taxonomy for Green Finance. Studied Economics in Universidade de São Paulo, Brazil and has a Master in Applied Economics in Universidad de Chile.
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President of the International Federation of Pension Fund Administrators (FIAP)
Lawyer, President of the International Federation of Pension Fund Administrators (FIAP). Former Minister of Labor and Social Welfare, Former President of the Chilean Association of Pension Fund Administrators, Former Director of Banco Santander Chile, and Former Vice President of AFP Capital of Grupo SURA. In addition, he is a member of the Board of Directors of the International Labour Organization (ILO), of the Executive Council of the International Organisation of Employers (IOE) and of the Labor Commission of the Confederation of Production and Commerce of Chile. He is the Author of the book “Legal Regime of the New Pension System” Editorial Jurídica de Chile, 1999. He holds a law degree from the Pontificia Universidad Católica de Chile, specializing in labor and social security areas.
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Head of Sustainability at Sura Asset Management
Head of Sustainability at Sura Asset Management
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CEO, Board member and Investment at Inversis Gestion SA
Since 2014, Guendalina is the Chairwoman and General Director of Inversis Gestion, a Spanish asset management company part of the Banca March Group. With more than 20 years of experience in asset management, she previously worked in international firms like CNP and Allfundsbank in Madrid and Intesa San Paolo in Milan covering roles related to multimanager, from fund selection to portfolio management. Guendalina is a CFA Charterholder, and she is actively involved in gender diversity having been the Chairwoman of the CFA Society Spain – Women in Finance Committee for the last 2 years. Moreover, she is currently a board member of the CFA Society Spain, and she is board member of the International Advisory Board for Fund Selection, a board aimed to promote fund selection development. She graduated in financial markets from the University of Bergamo.
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Head of Environmental, Social & Governance, Pictet Asset Management.
Head of Environmental, Social & Governance, Pictet Asset Management, in charge of integrating Environmental, Social and Governance issues across all in-vestment strategies. Before joining Pictet Asset Management in 2013, he spent eleven years with BNP Paribas Investment Partners in Paris where he was successively in charge of ESG research and proxy voting, SRI product development, and Corporate Social Responsibility (CSR). He was previously Head of Research Services with Sustainable Asset Management (Zurich) until 2002. He started his career in corporate sustainability in 1992 and worked during eight years for Environmental Resources Management (ERM) as Consultant in Brussels and Technical Director in Oxford advising multinational companies and public sector entities on environmental, health and safety issues. He was Vice-Chairman of the Institutional Investors Group on Climate Change (IIGCC) from 2010 to 2017. Member of FTSE’s Environmental Markets Advisory Committee and sits on the Climate Bonds Initiative (CBI) Standards Board. He holds a degree in Finance from Solvay Business School (Brussels University) and an MBA in environmental management from Columbia Business School (New York).
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Director de Instituto BME (Bolsas y Mercados Españoles) Institute.
Director de Instituto BME. Bolsas y Mercados Españoles Institute. He has worked at the BME Institute since 2001, then at the MEFF Institute, performing the functions of Training Manager and Full Professor. He is the Academic Director of the Master in Financial Markets and Alternative Investments (mFIA). Degree in Economics from the UAM. Master in Financial Risk Management. Financial Risk Manager 2004.
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Pension Research Coordinator from the Pension Fund Administrators Association in Peru.
Pension Research Coordinator from the Pension Fund Administrators Association in Peru. Economist from the Peruvian University of Applied Sciences (UPC). She holds a master’s degree in business administration (MBA) from the University of Lima and received training in innovation and Silicon Valley technology from San Francisco State University. Experience in the social security sector since 2016.
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Head of Financial Risk Department at the Superintendency of Pensions of Chile
Head of Financial Risk Department at the Superintendency of Pensions of Chile
Founder Director, Ario Advisory
Founder Director of Ario Advisory, a UK-based responsible investment advisory firm. With an investment, pensions, risk, and governance background, he was a NED at Brunel (LGPS) for nearly four years and advised the House of Commons EAC for their 2018 Green Finance inquiry. He supported DWP with the climate provisions of the Pensions Bill, now Act. An actuary, he represents the profession (IFoA) on the Oxford Smith School’s Sustainable Finance Advisory Council. Recent work includes co-convening the RWCS (Real World Climate Scenarios) initiative which challenges the technical adequacy of the NGFS (and CBES) climate scenarios. His talk at this year’s IFoA conference: “Loss and Damage – A Call to Action to Actuaries” identifies what may be the final frontier on climate change risk management. He regards the earth as currently uninsurable.
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Head of Impact Investing, M&G Investments
Head of Impact Investing, leading M&G’s strategy on impact investing as well as covering sustainability issues such as climate change and the circular economy. He has been central to the development of ESG integration within M&G’s investment processes and has supported the development of ESG solutions for clients across asset classes. Ben plays an active industry role as a member of various sustainable and impact investment initiatives, interacting with companies, policymakers, NGOs and other investors. He is a Trustee at Firefly International youth organisation, which provides educational and mental health support for young people in conflict-affected areas in the Balkans and Middle East. Previous to joining M&G in 2003, Ben spent four years with the Equities team at Invesco Perpetual. Ben has an honours degree in Classics from the University of Newcastle-upon-Tyne.
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Economic and Commercial Counsellor, Embassy of Spain in Washington DC
Since September, is the Economic and Commercial Counselor at the Embassy of Spain in the US, where she specializes in economic and financial affairs, including energy. She is a chartered economist of the Spanish civil service (member of the Cuerpo Superior de Técnicos Comerciales y Economistas del Estado since 2005). Previously, worked at the Treasury in Spain, where she was responsible for International Monetary Fund affairs and the G20 finance track, for the relation of Spain as a shareholder and donor of multilateral development banks, and, between 2005 and 2014, she specialized in European economic governance and policies and institutions dealing with the euro area crisis. She holds a Masters degree in European Studies from the London School of Economics and a Licenciatura in Economics from Universidad Autónoma de Madrid.
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Strategy and sustainability at BME Group
Currently works as Strategy Manager within Corporate Development at SIX Group, the operator of the infrastructure for the Swiss and Spanish financial centers. Is also the Sustainability Lead for the Spanish branch of the company (BME). Her previous experience includes business development and investor relations roles in Madrid and London.
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Deputy Director Policy and Sustainable Finance at Spanish Securities and Exchange Commission (CNMV)
Deputy Director of Policy and Sustainable Finance and CNMV representative in the sustainable finance group of IOSCO (Sustainability Task Force) and ESMA (Sustainability Standing Committee). He is also member of the European Commission Member States Expert Group on sustainable finance (MSEG). He has a Degree in Law and Business Administration.
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Partner and Head of the Legal and Regulatory Services to the Financial Sector (FS Legal) team at KPMG Abogados in Spain, as well as Global Head of ESG for Legal at KPMG
Responsible for ESG Legal at a global level at KPMG within the framework of the KPMG IMPACT initiative that coordinates the ESG strategy of KPMG Global. She also leads the Tax & Legal EMA ESG Hub at KPMG, leading the different lines of legal services, regulatory monitoring and knowledge management. She has more than 15 years of experience advising entities in the financial sector, where she leads the provision of ESG services to the main national and foreign entities. She previously worked at the National Securities Market Commission in Spain (CNMV), participating in different European working groups for the implementation of Directives and Regulations in Spain. Has extensive experience in supervising business conduct standards, especially in the insurance and investment services sector, as well as in aspects related to the RIS, MiFID I and MiFID II, EMIR, IDD, PSD II and ESG regulations and active in working groups on European legislation.
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Responsible for ESG investments at Sabadell Urquijo Gestión
He has been working in the industry for 20 years, of which 17 years as Wealth Manager (the last 15 in Sabadell Urquijo Gestión). Specialized in investment funds and Sustainability (since 2017 the ESG investment manager at Sabadell Urquijo Gestión).
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Global Chief Investment Officer at BBVA
He is the Global Chief Investment Officer at BBVA Asset Management since July 2012. He heads a team of 150 investment professionals located in seven countries and managing over € 120 bn in assets. Prior to that, he headed Quality Funds, the third-party products platform of the BBVA Group, for two years. He joined BBVA Asset Management in 2001 as Head of Equities and in 2008 moved on to a project management position where he was instrumental in the setting up of the Global CIO office. Before joining BBVA, Eduardo worked as a portfolio manager for FG Gestión, Merrill Lynch Asset Management and Gesbankinter. He holds a BA in Law and a Master in Finance from Universidad Pontificia Comillas-ICADE in Madrid and is a CFA charter holder since 2003.
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Head of Iberian & Latam Distribution at Columbia Threadneedle Investments
Head of Iberian & Latam Distribution at Columbia Threadneedle Investments since 2006. He is responsible for strengthening its presence in Spain and Chile as well as developing business opportunities in other Latin American countries and Portugal. In 2007 he launched the company’s presence in the Italian market as well. Prior to this, he was Country Head of Spain, Portugal, and Latin American markets at American Express Asset Management. He started his career in 1996 at Fidelity Investments International, firstly as a Key Account Manager for New Markets and then as an Institutional Sales Director for Iberia. He holds a BA in Economics and Law from ICADE Madrid and a Masters in Marketing from ESC Lyon.
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Country Head at M&G Investments for Iberia.
Country Head at M&G Investments for Iberia. She has an experience of 15 years in the investment funds industry. She joined M&G Investments in 2006, and is she currently the Country Head of Iberia. Previously she worked at JP Morgan Asset Management in the Customer Service and Operations department in Luxembourg for 4 years, and 2 more years in New York in the Institutional Sales Team for the Latin America clients.
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Head of Economic Studies, República AFAP
Head of Economic Studies, República AFAP. He has 15 years of professional experience in Economics and Finance. He began his career in 2007 performing as an economic consultant at Deloitte and since 2016 he has been working in República AFAP, a state-owned pension fund which manages nearly USD 10 billion of assets, as the Head of Corporate Investments. Degree in Economics by UdelaR (Uruguay), Executive MBA by IAE Business School (Argentina) and CFA Charterholder since 2022.
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Sustainability Coordinator and Fund Selector at BBVA Quality Funds
Head of Sustainability at BBVA Quality Funds, the unit in charge of the selection of third party funds at BBVA. Previously, he was a fund selector from 2007 to 2023 in different asset classes: equities, absolute return and commodities, as well as a portfolio manager of absolute return fund of funds. He also led the project of integrating the selection of passive management funds (ETFs) in all asset classes.
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Lead Financial Economist in the Latin American and Caribbean Region of the World Bank
Lead Financial Economist in the Latin American and Caribbean Region of the World Bank. She co-chairs the State-Owned Enterprise (SOE) Community of Practice (COP) at the World Bank and previously lead the State-Owned Financial Institutions COP. She has work on State-owned Bank reform in many countries through advisory and lending operations including, Brazil, Mexico, Turkmenistan, Uzbekistan and Vietnam. She has published several articles on various financial topics including reforming development and cooperative banks. Prior to joining the World Bank, she worked for at the International Monetary Fund (IMF), with a focus on macro-financial issues. She holds a Ph,D in Economics from Boston University and a Masters in Financial Economics by the Center for Monetary and Financial Studies (CEMFI) in Madrid. Member of Fide’s International Academic Council.
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Responsible Consultant for Novaster in Mexico.
Currently the Responsible Consultant for Novaster in Mexico and is focused on identifying areas of opportunity in terms of pensions (green and behavioral) and employee benefits, as well as providing advice to the firm’s clients. Previously, she served as director responsible for the international area of CONSAR, regulator and supervisor of pension fund administrators in Mexico, and served as Director of Pension Systems Operations at the Ministry of Finance and Public Credit. He has extensive experience in the design of pension plans and compensation and benefit schemes for employees in firms such as Mercer (Chicago and Mexico), Willis-Towers-Watson and HayGroup, now Korn Ferry, in Mexico. She has a degree in actuary from the Instituto Tecnológico Autónomo de México, has a diploma in Insurance and a master’s degree in Finance from the same institution. Among the main topics of interest are the pensions category, financial education and inclusion, sustainable development, and the international arena.
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Head of ESG at La Caixa
Head of ESG at La Caixa
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Senior Marketing & Client Servicing Manager at Pictet Asset Management
Senior Marketing & Client Servicing Manager at Pictet Asset Management
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Senior Portfolio Impact and ESG Analyst at Columbia Threadneedle Investments
Senior Portfolio Impact and ESG Analyst at Columbia Threadneedle Investments. He leads on thematic research and idea generation for the impact strategies within fixed income, which includes social bond analysis from an impact and ESG perspective. In addition, leads the firm’s insight generation in behavioural science and provides insights to the investment teams regarding biases in investment decision making. Previously, he was a senior thematic analyst within the Responsible Investment team covering green mobility and infrastructure. Within this role he led the sustainability research and asset improvement for the Threadneedle European Sustainable Infrastructure strategy. Prior to joining the company, he worked in BlackRock’s Investment Institute where he combined macroeconomic research across equity, fixed income and real asset teams with expertise in behavioural finance and investment decision making. In this context, he worked with fundamental and quantitative alpha generation teams focusing on their investment processes and how these can be modified to combat behavioural biases. He is a visiting lecturer in behavioural science at the University of St. Andrews, London School of Economics and Warwick Business School. He holds a BSc (Hons) in Chemistry, an M.Litt in Management, Economics and International Relations and a PhD in Behavioural Economics, all from the University of St Andrews.
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Senior Capital Markets Officer, ICO.
Senior Capital Markets Officer, ICO. She has developed her entire career in the financial sector, most of it at the Instituto de Crédito Oficial (ICO) where she joined in 2017. There, she was part of the Capital Markets team, which is mainly in charge of the medium- and long-term funding as well as investor relations. She has been very focused on ESG issues since she joined ICO and has taken an active role in the entire process of issuing social and green bonds, from the very initial phase of exploration, elaboration of the social and green issuance frameworks, as well as their subsequent updates, to the issuance itself or the preparation of allocation and impact reports as well as other issues related to the issuance of instruments with an ESG approach. As an ICO employee, she has taken an active part in different working groups for the development of the social bond market within ICMA Green and Social Bond Principles, as well as other expert groups with the goal of developing the sustainable bond market. She has also been a representative member of the institution (ICO) in the Advisory Council of the Executive Committee of the ICMA Principles. Degree in Business Administration from de University of the Basque Country (UPV/EHU) and Master in Financial Management and Controlling from IEBS.
Risk Control Manager at ATL Capital
Risk Control Manager at ATL Capital. She was the CRO at ATL Capital for 12 years, and at the moment, she is specializing in the ESG field.
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Global Head of Sustainable and Impact Investment at GAM Investments
Global Head of Sustainable and Impact Investment, is responsible for leading GAM’s sustainable and ESG (environmental, social and governance) strategy. She joined GAM Investments in January 2021 from HSBC Global Asset Management, where she was Director for Responsible Investment. Prior to that, she spent seven years at Aviva Investors, latterly as Head of Responsible Investment Strategy and Research, and was formerly Head of Research for EIRIS, an ESG research and consultancy firm. Stephanie holds an MSc in Environmental Technology from Imperial College London, a BA in Biological Sciences from Oxford University and the Investment Management Certificate (IMC). She is on the Global Steering Committee of the ClimateAction100+ initiative, Co-Chair of the IIGCC Corporate Programme and sits on the Board of the Aldersgate Group, a cross-sector alliance for an environmentally sustainable economy. She is based in London
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Global head of asset allocation at BBVA Asset Management and Global Wealth
Global head of asset allocation at BBVA Asset Management and Global Wealth, with direct responsibility over a portfolio of around EUR53 billion, ranging from mutual funds for retail clients to pension plans and discretionary portfolios for institutional investors and high net worth clients. He is a professional with 29 years of experience in the asset management industry. He previously held managerial positions at Fonditel, Santander AM and other investment firms. Jaime has been a professor at the Instituto de Empresa, and frequent lecturer in IEB, AFI and other business schools. He holds a Licenciatura in Business and Economics (E2) from ICADE University in Madrid and has been CFA charterholder since 2001 and CFA ESG since sept 2022.
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Senior Capital Markets Officer, ICO.
Risk Director, AFP CONFIA. He counts on over 15 years of experience. Responsible for managing operational, technological, credit, liquidity, and market risks. Expertise in Salvadoran and Central American regulations regarding securities markets, investment funds, and pension funds, as well as portfolio management.
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Managing Director Santalucía Asset Management SGIIC
Over 30 years experience mainly in the banking and asset management sector in institutions such as Citibank, Banco Santander, Metlife, BBVA and santalucía AM, where I currently hold the CEO position for the last 5 years
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Senior ESG Analyst at AFP Cuprum
Senior ESG Analyst at AFP Cuprum, Chilean pension fund manager, in charge of integrating Environmental, Social and Governance issues across all asset classes where the pension funds are invested. Before taking the ESG role, she worked three years as Emerging Markets Equity Analyst at the same company. She holds a degree in Business and Economics from Pontificia Universidad Católica de Chile.
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Director of Asset Allocation of AFP Cuprum
Director of Asset Allocation of AFP Cuprum (that belongs to Principal Financial Group) and Past President of CFA Society Chile. She has developed a career mainly in Investments, currently holding the position of Director of Asset Allocation, with responsibilities over the implementation of the investment strategy of the pension funds, as well as the selection of external managers and the implementation of strategic projects, such as the inclusion of ESG criteria in the investment process. Previously, she was Director of Digital Advisory for Principal Financial Group in Chile, in charge of ensuring the quality of content and consistency of advice to all of Principal and Cuprum clients in Chile. Between 2016 and 2018 she was Director of Research at AFP Cuprum, being responsible for providing, analyzing, and consolidating information that facilitated the discussion regarding the different aspects involved in the pension debate, in addition to analyzing proposals and their possible impacts. Until 2016, she was Director of International Investments at AFP Cuprum, with decision-making responsibility for pension fund investments in both equities and fixed income, outside of Chile. She is a Civil Industrial Engineer from the Pontificia Universidad Católica de Chile, has a Diploma in Chemical Engineering from the same university, and holds the CFA Charterholder designation.
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Head of Fund Selection & ESG Integration at AFP Cuprum.
Head of the fund selection team, in charge of the Due Diligence process and recommendation of mutual funds and ETFs at AFP Cuprum. He is also in charge of leading the ESG integration efforts within the investment team. In the past, he worked as an Emerging Markets Analyst at AFP Cuprum.
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Managing Director Santalucía Asset Management SGIIC
Over 30 years experience mainly in the banking and asset management sector in institutions such as Citibank, Banco Santander, Metlife, BBVA and santalucía AM, where I currently hold the CEO position for the last 5 years
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Risk analyst at UniónCapital AFAP S.A.
Risk analyst at UniónCapital AFAP S.A.
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Alternative Asset Investment Specialist, AFAP SURA
Alternative Assets Specialist, oversees the investment process for this type of asset at AFAP SURA, a pension fund manager with over USD 3.3 billion in assets under management. Maria Noel joined SURA Asset Management in 2014, taking on various roles. She is member of SURA Asset Management’s functional regional ESG team, comprising 18 individuals from all the countries where the group operates. She plays an active role in defining policies, objectives, and activities related to sustainable investments. She holds a Bachelor’s degree in Public Accounting from the Universidad de la Empresa, an MBA from Westfield Business School in the United States, and a Master’s degree in Business Valuation from the Escuela Internacional de Gerencia in Granada, Spain.
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General Manager at AFAP SURA
General Manager of AFAP SURA, the largest private pension fund administrator (AFAP) in Uruguay. Under his leadership, AFAP SURA has subscribed to the PRI criteria, adhered to the CFA Institute Code of Ethics and Standards, and recently released its first sustainability report under the GRI framework. Since 2019, he has been the president of the Association of Pension Fund Administrators of Uruguay (ANAFAP). He holds a Bachelor’s degree in Economics from UDEAR, a postgraduate degree in Corporate Finance from UCU, and an MBA from IEEM.
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Financial Risk Analyst at the Superintendency of Pensions of Chile.
Financial Risk Analyst at the Superintendency of Pensions of Chile.
Credit Risk Specialist at SURA Uruguay
Credit Risk Specialist at SURA Uruguay
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Global Head of Distribution, GAM Investments
Global Head of Distribution, joined GAM Investments in September 2020. Prior to joining GAM, Jeremy spent 20 years at Blackrock where he was Co-Head of EMEA Retail Sales and Head of the UK Retail Business. As Head of the UK, Jeremy was responsible for all aspects of retail distribution including wealth, private banking, defined contribution, charities, and the Investment Trust teams. He was also a key member of the EMEA Retail Steer Co, ExCo and the Investment Association’s Investment Funds Committee. Before this, Jeremy was Head of the London Discretionary Sales team. Jeremy holds a BA in French from the University of Exeter and the Investment Management Certificate (IMC) qualification. He is based in London.
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Head of Business Development for the British fund manager in Spain and Latin America of M&G Investments.
Head of Business Development for the British fund manager in Spain and Latin America of M&G Investments. He has promoted the company’s funds, identifying those most suitable for Spanish clients, registering them with the CNMV for retail distribution and signing distribution contracts with the main Spanish platforms and clients. Prior to joining M&G, he worked since 1999 in the mutual fund industry as head of institutional clients at Deutsche Asset Management and JPMorgan Fleming. Previously, he was head of Spanish and Portuguese institutional clients at BCH Bolsa.
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Senior Manager in the Legal and Regulatory Services to the Financial Sector (FS Legal) team at KPMG Abogados in Spain
He has more than 12 years of experience advising entities in the financial sector on legal and regulatory matters. He accumulates significant expertise in regulatory implementation projects, specializing in the regulation applicable to the provision of investment services (RIS, MiFID II/MiFIR and MiFID I), sustainability (SFDR), insurance distribution (IDD) and marketing of IICs (UCITS and AIFMD). Likewise, has led and coordinated highly complex international projects for different entities in the financial sector before Brexit, carrying out the necessary procedures before supervisory authorities including the European Central Bank (ECB) and the British PRA. In addition, he participates as an expert in different KPMG international regulatory working-groups on MiFID (currently, on RIS initiative) and ESG matters, and collaborates as a teacher in the Master’s Degree in Banking Law at CUNEF College in Spain. He is member of the Madrid Bar Association
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Chief Risk Officer of Unión Capital AFAP S.A
Chief Risk Officer of Unión Capital AFAP S.A., a private pension fund with USD 3.8 bn in assets under management and more than 350.000 clients in Uruguay. The firm is 100% owned by Banco Itaú Uruguay S.A.
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Managing Director Santalucía Asset Management SGIIC
Over 30 years experience mainly in the banking and asset management sector in institutions such as Citibank, Banco Santander, Metlife, BBVA and santalucía AM, where I currently hold the CEO position for the last 5 years
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Global Head of Sustainable and Impact Investment at GAM Investments
Global Head of Sustainable and Impact Investment, is responsible for leading GAM’s sustainable and ESG (environmental, social and governance) strategy. She joined GAM Investments in January 2021 from HSBC Global Asset Management, where she was Director for Responsible Investment. Prior to that, she spent seven years at Aviva Investors, latterly as Head of Responsible Investment Strategy and Research, and was formerly Head of Research for EIRIS, an ESG research and consultancy firm. Stephanie holds an MSc in Environmental Technology from Imperial College London, a BA in Biological Sciences from Oxford University and the Investment Management Certificate (IMC). She is on the Global Steering Committee of the ClimateAction100+ initiative, Co-Chair of the IIGCC Corporate Programme and sits on the Board of the Aldersgate Group, a cross-sector alliance for an environmentally sustainable economy. She is based in London
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