Oxford/23 Congress

Overcoming the main ESG investing challenges

An initiative by the Fide’s GET-2 ESG Think-Tank

11th, 12th and 13th of September 2023

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.

Thank you for joining us. Together, we can shape the future of finance.

  1. Challenge 1: Balkanisation across global ESG taxonomy by regions and institutions. Develop strategies to harmonize ESG standards across geographical boundaries and financial institutions, fostering a unified and consistent approach.
  2. Challenge 2: ESG key metrics and Ratings. Explore innovative methodologies for measuring and assessing ESG performance, providing financial stakeholders with reliable and transparent metrics.
  3. Challenge 3: To quantify the cost of transition from fossil fuels to a clean energy economy. Does it make sense scenarios to define ESG Targets? Analyze the economic implications of transitioning from fossil fuels to renewable energy sources, determining the feasibility and potential benefits of setting ESG targets.
  4. Challenge 4: ESG elephants in the room: Indicators for Sovereigns & Social Bonds. Identify essential ESG indicators for sovereign entities and social bonds, ensuring comprehensive evaluations and informed decision-making in these critical areas.
  5. Challenge 5: New trends in ESG regulations. enhancements required. Examine emerging trends in ESG regulations, pinpointing areas that require enhancements to facilitate more effective and impactful policies.
  6. Challenge 6: Challenges for ESG commitment across End-Investors. Address the challenges faced by end-investors in integrating ESG considerations into their investment strategies, fostering increased commitment to sustainable practices.
  7. Challenge 7: Best practices to avoid Greenwashing. Highlight best practices and robust frameworks to combat greenwashing, promoting transparency and credibility in ESG reporting and communication.

Schedule

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.

Monday, 11th of September 2023
  • 1.00 - 2.00 pm

    Check in and Congress Registration
    Check in will be done at the Old Building, and the Congress Registration at The Bastion (Ship Street).

  • 2.00 - 2.30 pm

    Drinks and sandwiches - The Bastion

  • 2.30 - 3.00 pm

    Coffee - The Bastion

  • 3.00 - 3.30 pm

    Welcome and Opening Remarks - Lecture Theatre

    • Jeremy Roberts, Global Head of Distribution at GAM Investments
    • Rubén García, Head of Iberian & Latam Distribution at Columbia Threadneedle Investments
    • Gonzalo Rengifo, Head of Distribution - Iberia, LatAm at Pictet Asset Management
    • Ana Rivero, Technical Coordinator GET 2
    • Ignacio Rodríguez, CDO Americas, Head of Global Banks and Investment Solutions GFIG, M&G Investments

  • 3.30 - 4.30 pm

    Panel discussion - EUROPE and LATAM: current situation of ESG

    • Sergio Aratangy Rosenberg, Head of the Financial Division at the Chilean Superintendency of Pensions
    • David de Miguel Rato, Deputy Director, Policy and Sustainable Finance, CNMV

  • 4.30 - 4.45 pm

    Coffee - The Bastion

  • 4.45 - 5.45 pm

    Panel discussion: Fragmentation across global ESG taxonomy by regions and institutions. New trends in ESG regulations. enhancements required (WG1).

    • Eva M. Gutiérrez, Lead Financial Economist in the Latin American and Caribbean Region of the World Bank. Member of Fide’s International Academic Council.
    • Mike Clark, Founder Director, Ario Advisory.

  • 5.45 - 6.45 pm

    Presentation Session: Challenges for ESG commitment across End-Investors (WG5).

    • Stephanie Maier, Global Head of Sustainable and Impact Investment, GAM Investments.

  • 7.00 - 7.30 pm

    Evening drinks at Dining Hall (Jesus College).

  • 7.30 - 9.15 pm

    Welcome Dinner at Dining Hall (Jesus College).

Tuesday, 12th of September 2023
  • 8.00 - 8.30 am

    Breakfast at Jesus College.

  • 8.30 am - 12.15 pm

    Free time for remote working, walk around Oxford.
    Optional activity organized by Fide: Walk in the meadows/city centre or going up the Saint Mary University Tower

  • 12.30 am - 1.00 pm

    Lunch time – Dining Hall (Jesus College)
    The Servery for lunch will now be open from 12:30-1:00pm, you can continue with your meal until 1.40 pm

  • 1.45 - 2.45 pm

    Presentation Session: To quantify the cost of transition from fossil fuels to a clean energy economy in terms of inflation, GDP or market performance expectation changes. Greenflation (WG3).

    • Ben Constable-Maxwell, Head of Impact Investing, M&G Investments

  • 2.45 - 3.45 pm

    Panel discussion: ESG elephants in the room: Indicators for Sovereigns in emerging markets & Social Bonds (WG4).

    • Dr. Benjamin Kelly, Director of ESG & Impact, Columbia Threadneedle Investments
    • Nagore Llorente de Pablo, Senior Capital Markets Officer, ICO

  • 3.45 - 4.15 pm

    Coffee - The Bastion

  • 4.15 - 5.15 pm

    Panel discussion: ESG key metrics and ratings (WG 2).

    • Eric Borremans, Head of Environmental, Social & Governance, Pictet Asset Management.
    • Daniela Mohr, Senior ESG Investment Analyst at AFP Cuprum

  • 5.15 - 6.15 pm

    Panel Discussion: LATAM: Current situation of ESG.

    • Daniela Mohr, Senior ESG Investment Analyst at AFP Cuprum
    • Guillermo Arthur, President of the International Federation of Pension Fund Administrators (FIAP) and Vice President of AFP Capital of Grupo SURA.

    • Moderator: Gonzalo Rengifo, Head of Distribution - Iberia, LatAm at Pictet Asset Management

  • 6.30 - 7.00 pm

    Evening drinks at Dining hall (Jesus College)

  • 7.00 - 8.45 pm

    Dinner Dining hall at Dining hall (Jesus College)

Wednesday, 13th of September 2023
  • 8.00 - 8.30 am

    Breakfast at Jesus College (and checkout before 10 am).

  • 9.30 - 10.30 am

    Keynote: Digital technologies can help us in the path to green transition and growth

    • Gloria Sánchez Soriano, Senior Advisor at Institute of International Finance (IIF)

  • 10.30 - 10.45 am

    Coffee

  • 10.30 am - 12.00 pm

    Discussion and Conclusions.

  • 12.30 – 1.00pm

    Lunch time – Dining Hall (Jesus College)
    The Servery for lunch will now be open from 12:30 pm to 1:00pm, you can continue with your meal until 1.40 pm

  • 3.00 pm

    Shuttle Bus to Heathrow T5

Draft Conclusion Document

Below you may find the draft proposals document that includes all the preliminary findings by each of the working groups and the individual panels and keynote sessions. These findings will be presented and debated at the congress. Feel free to access the document and download a copy for individual reading.

Road to Oxford 2023

OVERCOMING THE MAIN ESG INVESTING CHALLENGES

DRAFT PAPER

Congress participants

Find below all the details and bios of the congress participants. The information has been arranged by alphabetical order.

Adrián

MOREIRA

UniónCapital AFAP S.A.

Risk analyst at UniónCapital AFAP S.A.
Attends Online
Risk analyst at UniónCapital AFAP S.A.

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Agustín

SHEPPARD GELSI

Unión Capital AFAP S.A.

Chief Risk Officer of Unión Capital AFAP S.A
Attends Online
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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Ana

RIVERO FERNÁNDEZ

GET-2 coordinator

Expert in Sustainable Investment. Technical director of the Oxford 23 Congress
Attends In Person
Expert in Sustainable Investment. Member of WAS and EJE&CON. Previously, she was Global Sustainable Investments Director for Santander Group’s Wealth Management & Insurance Division and is in charge of the sustainable business development strategy, where she has also led the ESG team responsible 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 recognized speaker and panelist both on the topics of Markets Strategy and Sustainable Investments. She holds a CESGA (Certified ESG Analyst) certificate from EFFAS, being 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.

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Belen

VILA MARTINEZ

Banco Santander

Fund analyst and Responsible for ESG Investing at Banco Santander
Attends In person
Fund analyst and Responsible for ESG Investing at Banco Santander. She has 21 years of experience in Private Banking, and she is working for Santander Private Banking since April 2018. All her career is related with fund analysis, developing new services and products, training (elaborating reports, internal training, and roadshows with clients) and client´s investment advisory.  Beforehand, she worked for the Products and Services Department in Popular Private Banking (2012-2018) developing new services and products such as advisory service, elaborating commercial documents, improving relationship with providers, and supporting client advisers or bankers. From 2007 to 2012, she worked for Popular Gestión Privada as Responsible of Fund Selection and managing portfolios. In 2002, she started her career in BBVA (BBVA Privanza and BBVA Patrimonios) (2002- 2012) with different roles such as Product Analyst (developing new products and services as advised fund portfolios, fund analyst and structured products), Family Offices advisory and Responsible of Fund Selection.

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Ben

CONSTABLE-MAXWELL

M&G Investments

Head of Impact Investing, M&G Investments
Attends In person
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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Benjamin

KELLY

Columbia Threadneedle Investments

Senior Portfolio Impact and ESG Analyst at Columbia Threadneedle Investments
Attends In person
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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Carlos

GARAY GÓMEZ-ARROYO

Banco Sabadell, S.A.

Responsible for ESG investments at Sabadell Urquijo Gestión
Attends In person
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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Carlos

MORENO

Columbia Threadneedle Investments

Sales Director Iberia, Columbia Threadneedle Investments
Attends In person
Sales Director Iberia, Columbia Threadneedle Investments

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Carmen

HERMIDA

Fide Foundation

Managing Director of Fide
Attends In person
Managing Director at Fide. Managinig Director at Fide Mediation Center. Law graduate, Universidad Autónoma de Madrid. Master in Legal Advise, Instituto de Empresa.

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Caroline

Poehls

Cuprum

Senior Communications Leader
Attends Online
Senior Communications Leader
Corporate affairs and sustainability area

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Clara

CRESPO RUIZ DE ELVIRA

Embassy of Spain in Washington DC

Economic and Commercial Counsellor, Embassy of Spain in Washington DC
Attends Online
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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Cristian

RAMIREZ

Superintendency of Pensions of Chile

Financial Risk Analyst at the Superintendency of Pensions of Chile.
Attends Online
Financial Risk Analyst at the Superintendency of Pensions of Chile.

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Cristina

Jiménez Savurido

Fundación Fide

President
Attends In person
President and founder of Fide, a foundation for research on law and business. Lawyer of the Bar Association of Madrid since 2000, having developed most of her career as a lawyer in the fields of bankruptcy, procedural and corporate law. Mediator accredited by CEDR, Center for Effective Dispute Resolution of London. Magistrate, a position she held from 1990 to 1999 when she requested a leave of absence. Throughout her professional life, she has occupied different positions in private training institutions, has founded research and study centers in the legal area and has participated in different publications, training courses and other activities related to the world of law and economics.

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Daniela

MOHR

AFP Cuprum

Senior ESG Analyst at AFP Cuprum
Attends In person
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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David

DE MIGUEL RATO

Spanish Securities and Exchange Commission (CNMV)

Deputy Director Policy and Sustainable Finance at Spanish Securities and Exchange Commission (CNMV)
Attends In person
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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Eduardo

GARCÍA HIDALGO

BBVA

Global Chief Investment Officer at BBVA
Attends In person
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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Enrique

CASTELLANOS HERNÁN

BME Institute

Director de Instituto BME (Bolsas y Mercados Españoles) Institute.
Attends Online
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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Eric

BORREMANS

Pictet Asset Management.

Head of Environmental, Social & Governance, Pictet Asset Management.
Attends In person
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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Eva M.

GUTIERREZ GARCIA

World Bank

Lead Financial Economist in the Latin American and Caribbean Region of the World Bank
Attends In person
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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Faisel

SYED

Pictet Asset Management

ESG Specialist at Pictet Asset Management.
Attends Online
ESG Specialist at Pictet Asset Management. He joined Pictet Asset Management in August 2021 as a consultant in Sustainable Finance, and as of February 2022, he is part of the ESG team. Prior to this, he worked for four years in the Sustainable Investment team at Credit Suisse in Zurich, where he was a multi-asset Portfolio Management and a Business Strategy advisor (with focus on ESG integration and SRI products development). Previously, he was a certified Investment Advisor and a cross-asset Investment Strategist. He started his career in 2014 as a consultant for the Asset Management division at the EFG Bank. He holds a MSc. degree in Banking and Finance from USI (Lugano University) and was a lecturer at the Academy of Economic Studies of Moldova to foster sustainable economic development.

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Florencia

LÓPEZ ANDRÉ

CFA

ESG & Financial Risk & Compliance Manager
Attends In person
ESG & Financial Risk & Compliance Manager. 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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Gloria

SÁNCHEZ SORIANO

IIF

Senior Advisor of the Digital Finance Department at the IIF
Attends In person
Senior Advisor of the Digital Finance Department at the IIF. She joined IIF in 2023. Previously, she served as Group Head of Legal for Technology and Digital at Banco Santander, where she was in charge, alongside with her team, of the legal advice to technology areas (technology contracts, joint ventures and projects, digital banking and digital and financial regulation, data, privacy, and IP).  She has been the Secretary to the Board of Directors of Santander Digital Services (formerly Santander Global Technologies), amongst other companies. Her earlier experience included working as associate lawyer at Clifford Chance, as well as being the Head of Legal for Real Estate, Equity Participations and Portfolio Sales at Banco Santander. She held different positions as member of the faculty in different universities and business schools, such as IE Law School, Bucerius Law School (Hamburg), MIT Professional Education, ESADE (Barcelona), Universidad Complutense, Universidad Francisco de Vitoria, ISDE, and Carlos III University in Madrid.

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Gonzalo

MESEGUER MUÑOZ

Santalucía Asset Management

Managing Director Santalucía Asset Management SGIIC
Attends In person
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. Master of Business Administration (MBA) by University of California at Berkeley.

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Gonzalo

RENGIFO ABBAD

Pictet Asset Management

Head of Distribution – Iberia, LatAm at Pictet Asset Management
Attends In person
Head of Distribution – Iberia, LatAm at Pictet Asset Management

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Guendalina

BOLIS

Inversis Gestion SA

CEO, Board member and Investment at Inversis Gestion SA
Attends In person
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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Guillermo

ARTHUR

International Federation of Pension Fund Administrators (FIAP)

President of the International Federation of Pension Fund Administrators (FIAP)
Attends Online
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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Guillermo

HERMIDA

La Caixa

Head of ESG at La Caixa
Attends Online
Head of ESG at La Caixa

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Ignacio

RODRÍGUEZ AÑINO

M&G Investments.

Head of Business Development for the British fund manager in Spain and Latin America of M&G Investments.
Attends In person
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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Jaime

MARTÍNEZ GÓMEZ

BBVA Asset Management S.A. SGIIC

Global head of asset allocation at BBVA Asset Management and Global Wealth
Attends In person
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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James

UPTON

Pictet Asset Management

Senior Corporate Governance Specialist, Pictet Asset Management
Attends In person
Senior Corporate Governance Specialist, Pictet Asset Management

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Javier

GLEJBERMAN FUENTES

República AFAP

Head of Economic Studies, República AFAP
Attends Online
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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Jeremy

ROBERTS

GAM Investments

Global Head of Distribution, GAM Investments
Attends In person
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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Juan Ramón

CARIDAD

GAM

Managing Director at GAM. Member of Fide´s Board.
Attends In person
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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Juan

SALAZAR

Pictet Asset Management

Senior Engagement Specialist at Pictet Asset Management
Attends In person
Senior Engagement Specialist at Pictet Asset Management. He joined the ESG team in December 2021 to support integration and engagement activities across the firm. Before joining Pictet, he spent over 10 years as a member of the Responsible Investment team at BMO Global Asset Management, where he focused on developing and implementing ESG integration and active ownership strategies with companies in emerging and frontier markets. His role also entailed work on ESG investment products, ESG and impact reporting and client management. Prior to this, he worked in credit risk management at ABN AMRO Bank, assessing credit and ESG risks present in the bank’s global corporate lending operations. He holds a Master’s Degree in International Affairs from Columbia University and a BSc in Industrial Engineering from Universidad de Los Andes in Colombia.

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Kelvin

MEJÍA

AFP CONFIA

Risk Director, AFP CONFIA
Attends Online
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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Laura

DE MERGELINA

BME Group

Strategy and sustainability at BME Group
Attends Online
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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Lucía

Hernández

Fide Foundation

Academic coordination
Attends In person
Academic coordination at Fide foundation

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Luis

GONZÁLEZ

BBVA

Head of Sustainability at BBVA Quality Funds.
Attends In person
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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Manuel

TABILO

FIAP (International Federation of Pension Fund Administrators)

Research Manager at FIAP
Attends Online
Research Manager at FIAP since 2007, the International Federation of Pension Fund Administrators. Initially as a Research Analyst (until 2010), and later as a Research Manager (from 2011 to date). In his duties, he has carried out descriptive studies and articles related to the operation and development of private pension systems in different countries that have a mandatory component of individual capitalization of savings (with a focus on Latin America), both in the accumulation and decumulation phase. Between 2021 and June 2022, he was also Vice President of the World Pension Alliance (WPA), a collective organization made up of the main defense associations representing pension plans and providers in the world, including Europe, the United States, Canada, Latin America and Australia. He started working in 2005 at the Superintendency of Securities and Insurance of Chile in the International Relations and Studies Division. Later, in 2006, he worked at Santiago Consultores Asociados, participating in consultancies on various topics, and did assistantships in Industrial Organization at the Catholic University of Chile. He holds a Bachelor’s Degree in Economics and Exact Sciences from the University of Chile. In addition, he is a Commercial Engineer with a Mention in Economics from the same university.

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Manuel

ZAPATA

Superintendency of Pensions of Chile

Financial Analyst at the Superintendency of Pensions of Chile
Attends Online
June 2002 – Present: Superintendencia de Pensiones Financial Analyst (2002-2011): Markets and Risk Department Senior Financial Analyst (2011- Present): Financial Risk Department

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Maria Alicia

MONTES

AFP Cuprum

Director of Asset Allocation of AFP Cuprum
Attends Online
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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Maria

NOEL URBAN

AFAP SURA

Alternative Asset Investment Specialist, AFAP SURA
Attends Online
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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Marisa

BALZARINI

Sura Asset Management

Head of Sustainability at Sura Asset Management
Attends Online
Head of Sustainability at Sura Asset Management

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Mike

CLARK

Ario Advisory

Founder Director, Ario Advisory
Attends In person
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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Nagore

LLORENTE DE PABLO

ICO

Senior Capital Markets Officer, ICO.
Attends In person
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.

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Pablo

ALONSO MONTES

KPMG

Senior Manager in the Legal and Regulatory Services to the Financial Sector (FS Legal) team at KPMG Abogados in Spain
Attends In person
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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Paula

RIENZI

SURA Uruguay

Credit Risk Specialist at SURA Uruguay
Attends Online
Credit Risk Specialist at SURA Uruguay

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Pilar

GALÁ GAVILÁ

KPMG

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
Attends In person
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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Rita

HAMDEN

Novaster

Responsible Consultant for Novaster in Mexico.
Attends Online
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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Rocío

JAUREGUIZAR REDONDO

Pictet Asset Management

Sales manager at Pictet Asset Management
Attends In person
Sales Manager at Pictet Asset Management

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Rodrigo

CHAVEZ

Superintendency of Pensions of Chile

Head of Financial Risk Department at the Superintendency of Pensions of Chile
Attends Online
Head of Financial Risk Department at the Superintendency of Pensions of Chile

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Roxana

CERNA JIMENEZ

Pension Fund Administrators Association in Peru.

Pension Research Coordinator from the Pension Fund Administrators Association in Peru.
Attends Online
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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Rubén

GARCIA PAEZ

Columbia Threadneedle Investments

Head of Iberian & Latam Distribution at Columbia Threadneedle Investments
Attends In person
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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Sebastián

PEAGUDA

AFAP SURA

General Manager at AFAP SURA
Attends Online
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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Sergio

ARATANGY ROSENBERG

Chilean Pension Funds Superintendence

Head of the Financial Division at the Superintendence of Pensions of Chile
Attends In person
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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Sofía

SERRAT VALLESPÍN

Santander Bank

Cybersecurity Legal Senior Manager at Santander Bank
Attends Online
Cybersecurity Legal Senior Manager at Santander Bank. Skilled legal professional with wide experience in ICT regulation and Commercial Law. Proven ability to learn quickly, handle diverse range of responsibilities and work with numerous stakeholders including executives. Certified Information Privacy Professional / Europe (CIPP/E) by the International Association of Privacy Professionals (IAPP). Certified DPO (AEPD).

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Stephanie

MAIER

GAM Investments

Global Head of Sustainable and Impact Investment at GAM Investments
Attends In person
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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Victoria

DAL LAGO DEMMI

Fide Foundation

Academic Director of Fide
Attends In person
Academic Director at Fide. Previously she worked at the Institute of Business Development (IFE) as Program Director (1996-1998), Marketing Director (1998-2004) and Deputy Director (2004-2010). Degree in Information Science from the Complutense University of Madrid.

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Fide's Young Professionals' Club

Oxford Encounter 2023

Members of Fide’s Young Professionals Club will be at Oxford working on the program of their own 2025 Oxford Congress.

Their goal is to determine the more relevant challenges that young professionals face today in the labor market, and tackle them by proposing innovative and effective solutions.

Meet them at Jesus Colege and find out more about the work they’re doing.

Meet our team

Contacto

Rellene el formulario y alguien de nuestro equipo se pondrá en contacto con usted brevemente.