Speakers List - Iberian Summit Barcelona
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Speakers

Steve Butler

Senior Product Specialist, Director

Artisan Partners

Steve joined Artisan Partners in November 2012 and has over 25 years' industry experience. He is a senior product specialist at the firm and has responsibility for institutional marketing of the strategies managed by the firm's Growth team, including the Artisan Global Opportunities and Global Discovery strategies. Steve began his career in the money management industry at Sanford C. Bernstein, where he served in various roles, including as a portfolio manager for global equities. Prior to joining Artisan Partners, Steve was a senior vice president and head of institutional sales at Horizon Kinetics. Before that, he held institutional sales roles at Corbin Capital Partners, Evercore Asset Management and AllianceBernstein. He holds a bachelor's degree in marketing from Santa Clara University.

 

 

Marc Garrigasait

Fund Manager

Gesiuris Asset Management

President & Investment Manager of KOALA CAPITAL SICAV, mutual fund listed on the Spanish Stock Exchange, since nov-2007. Investment manager of PANDA AGRICULTURE & WATER FUND (since May-2013). Panda is the first Spanish agricultural mutual fund, and the first European mutual fund to invest in Agriculture and Water. Holding global agribusiness & water companies (plantations, farms, livestock, agricultural equipment and machinery, fertilizers and water companies). Also, Investment manager of JAPAN DEEP VALUE FUND (since august 2016), focused on deep undervalued Japanese equities.


Previously to his responsibilities in Gesiuris, Marc led different companies and projects in the financial industry (First Spanish market neutral mutual fund in 2001, creation of a Fund of Hedge Funds in 1998, Co-founder and CEO of Financial Market Advisors in 1999 in Barcelona, and Former CEO and Investment Director of CAIXA CATALUNYA GESTIO SGIIC, Mutual Fund company (1994-1998).

Corrado Gaudenzi

Head of Long-Term Sustainable Strategies

Eurizon Capital SGR

Corrado, with 25 years of experience in the industry, is Head of Long-Term Sustainable Strategies at Eurizon where, since his arrival in 1997, he has given an important contribution to the development of various investment strategies in the equity sector. Since May 2010 Corrado is fund manager of Eurizon Fund Azioni Strategia Flessibile and of other products that have the same investment strategy, overseeing more than €10bn of assets under management (Eurizon Capital internal source as of 31st December 2017). Corrado previously worked for over 7 years, in financial intermediary companies as a quantitative analyst. From an academic point of view, Corrado obtained his degree in Business Economics in 1989 from the University of Bologna. In the past years he has also been lecturer for various seminars valid to obtain the EFPA certification.

Antoine Lesné

Head of SPDR ETF Strategy & Research EMEA

State Street Global Advisors, SPDR ETFs

Antoine joined State Street in 2006 and is responsible for developing a strategy framework for the SPDR ETF range to align it with financial market developments and longer term economic outlooks.

This is delivered through research on ETFs as well as market notes produced by the strategy team supporting information and the distribution of ETFs across EMEA. Prior to this Antoine was a Fixed Income Portfolio Strategist in EMEA covering Europe and Global Fixed Income beta strategies as well as Smart Beta for Credit strategies.

Antoine has previously worked at Sungard Reech where he was responsible for selling advanced pricing and risk analytics to banks and asset managers in France and the Netherlands, with a focus on structured fixed income derivatives. He started his career at Societe Generale Corporate and Investment Banking on the Fixed Income & FX structured products sales desk. Antoine has a Masters from French business school, ESCEM, with a major in Finance.

 

Anu Narula

Head of Global Equities & Lead Portfolio Manager

Mirabaud Asset Management

Anu Narula heads off the Mirabaud Asset Management Global Equities team and is Lead Portfolio Manager on Mirabaud - Equities Global Focus and Mirabaud - Global Equity High Income funds. Mr Narula has experience in the portfolio management industry since 2001. Prior to joining Mirabaud Asset Management in 2013, Mr Narula worked at AXA Framlington where he was lead-manager of the Global Equity High Income fund and co-manager of the Global Opportunities fund, and prior to that was the portfolio manager of the global equity part of the global macro hedge fund Cadwyn Global since 2005. He started his career at Morley Fund Management in the Global Equity team. Mr Narula holds a Bachelor's degree in Economics from the London School of Economics, holds an MBA from the London Business School and is a CFA Charterholder.

Lars Nielsen

Senior Product Specialist

BMO Global Asset Management

Lars joined Pyrford in November 2008. He has over 20 years' experience in the asset management industry. Prior to joining Pyrford, Lars worked in similar roles at Dalton Strategic Partnership, TT International and Alliance Capital. Lars started his career in various roles at Barra, one of the world's leading investment analytics companies. He spent 9 years there and his last position was as a Director for the U.S. equity money manager business. Before going to the U.S. he held various positions in the European part of the business. Lars graduated from Aarhus Business School in his native Denmark with a M. Sc. and B. Sc. in Business Administration with a concentration in Finance. He also studied at Aarhus University mathematics department and San Francisco State University M.B.A. program.

Nitesh Shah

Director, Research

WisdomTree

Nitesh is Director of Research at WisdomTree. Prior to the acquisition of ETF Securities in April 2018, Nitesh was a Commodities Strategist for the company. Nitesh has 16 years of experience as an economist and strategist, covering a wide range of markets and asset classes. Before joining ETF Securities, Nitesh was an economist covering the European structured finance markets at Moody's Investors Service and was a member of Moody's global macroeconomics team. Before that he was an economist at the Pension Protection Fund and an equity strategist at Decision Economics. He started his career at HSBC Investment Bank. Nitesh holds a Bachelor of Science in Economics from the London School of Economics and a Master of Arts in International Economics and Finance from Brandeis University (USA).

David Sugarman

Head of Convertible and Credit Research

Polar Capital

David joined Polar Capital in 2011 and leads the credit and convertible bond research for the Global Convertible Fund. He began his career at Barclays Capital in London where he set up and ran their US convertible bond proprietary trading book. In addition to trading and managing the portfolio, David was also in charge of all US-based proprietary convertible research. In 2007 he moved to CQS, a multi-asset hedge fund, to co-run their US convertible bond positions. He also interned as an economic researcher for the United Nations in their Department of Economic and Social Affairs.

Anthony Lombardi

Research Analyst

Gabelli Funds

Anthony is a member of Gabelli's merger arbitrage investment team. His research focuses on the analysis of complex M&A transactions and special situations. He has extensive experience across alternative investments, having worked across various business units prior to joining the merger team.
Anthony graduated with honours from the University of Miami with a B.S. degree in Finance. He is a Chartered Alternative Investment Analyst and a Chartered Financial Analyst.

Keynote Speaker

Javier Santiso

CEO & Founder

Mundi Ventures

Javier Santiso is founder and CEO of Mundi Ventures, a European venture capital fund with offices in London, Madrid and Barcelona, and set to expand soon to Stockholm. He invests in deep tech, artificial intelligence, industrial internet and fintech/insurtech, in London, Berlin, Zurich, Helsinki, Tel Aviv, and in Spanish cities including Madrid, Barcelona, San Sebastián, Bilbao, and Valencia.


Before, Santiso was Europe's CEO of Khazanah, a $50bn sovereign wealth fund from out East Asia, headquartered in Kuala Lumpur, as well as global head of Tech Investments, which accounted for 5% of the fund's portfolio. Based in London for the past four years, he invested in start-ups Unicorns like Skyscanner (Edinburgh), Farfetch (London), or Auto1 (Berlin).


He has also been chief economist at BBVA and at the OECD Development Centre. He founded Amerigo, the €400m venture capital fund of funds of Telefónica. He published books at MIT Press, Oxford and Cambridge University Press and was awarded as Young Global Leader in 2009 at the Davos Forum. He is Spanish and French, studied in Paris, Boston and Oxford, and holds a PhD and MBA.

Panel Moderator

Íñigo Iturriaga

Director

Credit Suisse

Íñigo Iturriaga currently works for Credit Suisse in Spain and has 17 years of experience. He belongs to the Investment Consulting Department team, which provides advisory and fund selection to relationship managers. The team advises third party funds of €4bn and is responsible for structured products, derivatives and third party funds for private banking. He has also been part of the global fund selection team of analysts, being responsible and covering European equity funds.

Before joining Credit Suisse, Íñigo worked for M&B Capital Advisers, a multifamily office focused on absolute return strategies.

At M&B Capital Advisers he was part of the Investment Team, managing accounts for high net worth individuals and managing fund of funds. He was also involved in tasks such as due diligence for long only equity funds and long short strategies.

Panel Speakers

Alejandro Allona

Senior Analyst

Inversis Gestión

Alejandro is the senior analyst at Inversis Gestion in charge of covering alternative ucits among other strategies. Before joining Inversis Alejandro cofounded and comanaged a flexible allocation fund and before that he worked as a hedge fund analyst at Valira Asset Management, which at the time had $2bn invested in hedge funds. Alejandro has more than 10 years of experience in the investment industry, he has a B.S. in industrial engineering from Universidad Politécnica de Madrid and is a CFA Charterholder.

Guilherme Piedade

Head of Fund Selection

Caixagest

Guilherme is currently Head of Fund Selection at Caixagest. Previously he was head of alternative investments (alternative investments is part of the fund selection team), and has been at the company for the past 10 years (previously working in the industry also on fund selection). He is responsible for the selection of third party funds for long only and alternative asset classes, being liquid or illiquid ones. In the alternative asset classes (commodities, liquid alternatives, real estate, private-equity and infrastructure), where he is most focused, he does the selection of funds and the management of portfolios and mandates (mainly done through a fund of fund approach). The responsibilities of the alternative investment team range from asset class allocation to fund and strategy picking, depending on the specifics of the mandates.

Fernando Sánchez Santidrián

Head of Alternatives Investments

Caixabank Asset Management

Fernando Sánchez has 19 years´ experiences in financial markets. He joined CaixaBank Asset Management SGIIC in 2007 as a credit manager and since 2008 he belongs to the Alternative Investments team, becoming head of the team in 2017. Previously, he worked 3 years as a credit trader for Banesto and started his career in BBVA where he worked for 4 years as a risk controller. Fernando graduated from the University of Valladolid with a degree in Economics. He holds the certificates of Financial Risk Manager (FRM) and Chartered Alternative Investment Analyst (CAIA) as well as a master in Bank and Finance and an executive master in Quantitative Finances from AFI.


At present, the Alternative Investment team is focused on select hedged funds managers and manages Fund of Alternative UCITS funds. The team is formed by three full time investment professionals, with an extensive hedge funds and capital markets experience and background in Alternative Investments (CAIA accreditation earned). Currently, is one of the most experience team in the field in Europe, managing around 3 Bn EUR in Hedge funds, one of the biggest actors in Alternative investments in Europe.

Plenary Speaker

Madalena Antolin Teixeira

Senior Portfolio Manager

ASK Patrimonios

Senior Portfolio Manager holds a BSc. in Economics from Universidade Católica Portuguesa, and post-graduations in eBusiness (ISEG- UTL) and Management of Financial Institutions (UCP). With more than 15 years of professional experience in Asset Management, was responsible for the management of institutional portfolios at Credito Agrícola Group - CA-Gest, SGFIM, and, since 2008, was part of the Asset Management team at the Wealth and Investment Management Division of Barclays Bank, Plc in Portugal. On April 2015, joined ASK's Wealth Management team, a Portuguese investment boutique, which is present in different locations across the globe and offers different services as Corporate Finance, Private Equity Solutions and Wealth Management. Currently is head of investments at ASK Wealth Management Department, managing clients mandates which can be invested in different asset classes and geographies. Investment expertise in fund selection for the following asset classes: Fixed Income, equities or ATS. Always aims for the best investment solutions for diversified portfolios. In 2018 joined the APFI (Association of Professional Fund Investors) as Iberian representative in order to bring awareness for industry professional activity.