Institutional Investment Forum

Institutional Investment Forum

Rosewood Villa Magna | Paseo de la Castellana, 22

Registration and welcome breakfast

Opening remarks
Héctor Grisi, CEO Banco Santander

Energy transition & the role of the institutional investor

• Marcelino Oreja, Chairman HyGreen Energy, Enagas Former CEO
• Rosa García, President Exolum
• John Armstrong, Author of "The Future of Energy"  
• Mujeeb Qazi, Head of Energy, Infrastructure Division at Abu Dhabi Investment Authority
• José Luis Curbelo, Chairman and CEO at Cofides
• Moderator: Lara de Mesa, Global Head Responsible Banking Santander

Session I: SAM Strategic Asset Allocation

11:15-11:45
Luiz Felix, Global Head of Asset Allocation at Santander Asset Management

Session II: Private Lending

Asset backed 11:15-11:45
Gonzalo Colino, Head of Private Debt at Santander Alternative Investments
Working Capital Financing 11:45-12:15
Bertrand de Comminges, Global Head of Trade Finance at Santander Alternative Investments

Private market opportunities

• Richard Sabo, Partner, CEO & Co-CIO Spruceview Capital Partners
• Marcus Thiel, CIO AXA IM Prime
• Hans-Joerg Baumann, Founder & President StepStone Private Debt
• Silvana Chilelli, Eurizon Capital Real Asset Chief Executive Office
• Moderator: Borja Díaz Llanos, CIO Santander Alternative Investments

Session III: Absolute Return Strategies
12:45-13:15
Francisco Esteban, Head of QIS at Santander Asset Management
Marcos Aza, Quantitative PM at Santander Asset Management
Imanol Urquizu, Derivates PM at Santander Asset Management
Haydn Davies, Global Head of Macro, TAA & Alpha at Santander Asset Management

Session IV: Latin American Equities
13:15-13:45
Luis Yance, Head of LatAm strategies at Santander Asset Management

Public Markets
Emerging Markets Redefined: LatAm vs. China

• Luis Yance, Head of Latam Regional Strategies at Santander Asset Management
• Toby Hudson, Head of Asian ex Japan Equity at Schroders
• Moderator: Jose Mazoy, Global CIO at Santander Asset Management

End of Cycle Investing

• Mads N.S. Pedersen, Founder at HUMAN EDGE Investment Technology
• Chris Redmond, Managing Director & Global Head of Manager Research at Willis Towers Watson
• Pau Amat, Regional Invesment Manager EMEA at Zurich Insurance Group
• Moderator: Luiz Felix, Global Head of Asset Allocation at Santander Asset Management

Session V: Climate Tech investing
14:45-15:15
Jordi López, Senior PM at Santander Alternative Investments
Santiago Gil, Senior PM at Santander Alternative Investments
Giovanni Bologna, Senior PM at Santander Alternative Investments

Session VI: Real Assets Solutions
15:30-16:30
Manuel Pérez Cuchet, Head of Infrastructure at Santander Alternative Investments
Alfonso Agulló, Head of Real Estate at Santander Alternative Investments

Coffee Break

16:30-17:30

Geopolitics

• General David Petraeus, General US Army (Ret.), Partner at KKR, ex CIA Director
• Charles Powell, Director of the Real Instituto Elcano

17:30-17:40

Closing remarks

Jesús Martín del Burgo, Global Head of Institutional Coverage at Santander Asset Management

17:40

Networking drinks

Private visit & Dinner

El Prado Museum | C. de Ruiz de Alarcón, 23

20:15

Registration

20:30

Private tour

21:30-23:00

Dinner