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Speakers
Tiago Gaspar - Banco Carregosa
Tiago Gaspar is a fund selector at Banco Carregosa and has worked in financial markets since 2006. In 2015, he joined the investment department of Banco Carregosa gaining experience in the analysis and selection of investment funds, analysis of the macroeconomic context and as co-manager of asset allocation strategies. Tiago holds a master’s degree in mechanical engineering and has completed level 1 of the CFA.
Ana Gomes – Novobanco
Ana Gomes joined Novobanco in 2021, integrating the Financial Advisory Team responsible for the Investment Advisory Service for Novobanco and Banco Best, and for the Fund selection for both banks. Previously, worked in Millennium BCP, Fortis Bank, Barclays Bank, Proteste Invest, Tree family Office and Banco Best, profiting from a wide range of experiences in the financial industry, going from corporate finance to asset management, wealth management and portfolio management, with a seasoning of marketing. She has a Master in Finance from Universidade Católica Portuguesa, is a CFA® charter holder and has the ESG Investing certificate from CFA.
Eduardo Monteiro - BPI Gestão de Ativos
Eduardo Monteiro is head of discretionary portfolio management at BPI Gestão de Ativos. He joined BPI in 2000 and has over 25 years of experience as he has been working in financial markets since 2000. Eduardo has a degree in Economics and a master’s degree in finance from the Universidade do Porto.
Presentations
Workshops
Capturing opportunities in the Euro Bond market amid declining money market rates and high uncertainty
The Euro bond market looks particularly attractive.
The ECB started to cut rates and should continue as inflation decelerates in a fragile growth environment. Credit and sovereign spreads already narrowed significantly but absolute yields levels remain attractive. Yet, uncertainty remains very high on the back of political instability, geopolitical risks and tariffs threats, all of them weighting on the macroeconomic outlook. In this context, flexibility is key to navigate and diversification is a must-have.
With a high leeway in terms of duration and the ability to allocate across every Euro-denominated Fixed Income asset class, AXA WF Euro Strategic bond stands as an all-weather vehicle particularly fit to seize the current opportunities while managing multiple downside risks.
Workshop Objective:
Highlight how flexibility enabled to navigate the past couple of years of high volatility and how, coupled with diversification, it enables to seize the current opportunities within the Euro bond market while mitigating drawdowns.
Company Profile:
AXA Investment Managers (AXA IM) is a leading global asset manager offering a diverse range of global investment opportunities in both alternative and traditional asset classes. Through our products we aim to diversify and grow portfolios, while delivering long-term investment performance and value for clients.
AXA IM manages approximately €879 billion in assets, of which €493 billion are categorized ESG-integrated, sustainable or impact. As an established player in responsible investing, we adopt a pragmatic approach with a view to provide long-term value to our clients, our employees and the broader economy.
Part of the AXA Group, a worldwide leader in insurance and asset management, AXA IM employs over 3,000 employees and operates from 24 offices in 19 countries globally.
All figures, as at end of December 2024
Speakers
Rui Li, CFA
Portfolio Manager
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Rui is a Portfolio Manager at AXA IM, she manages Euro Aggregate and Impact strategies in the Active Fixed Income team. Rui joined AXA IM in 2013 as a Quantitative Analyst before becoming a Financial Engineer, where she was responsible for proposing customised multi-asset allocation solutions backed by strong financial research. Rui holds a Master’s degree in Probability and Finance from the University of Paris VI and Ecole Polytechnique. She is a CFA charterholder.
Representatives
Juan Carlos Domínguez
Sales Director, MB Member
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He joined AXA Investment Managers in 2001 and was responsible for opening the office in Spain. Previously he worked for AXA Seguros Spain and Leroy Merlin. Within AXA IM he is in charge of business development for Spanish and Portuguese markets as head of Advisory. He holds a degree in Industrial Engineering from ICAI (Universidad Pontificia de Comillas) and an MBA from the Universidad Comercial de Deusto.
The history of Benjamin Button: More than 90 years investing in US equities
Capital Group has been investing in the U.S. equity market for over 90 years. During the presentation, Anita will share the outlook for the U.S. economy in 2025 (economic growth, market leadership and corporate earnings). Also, Anita will present one of the oldest strategies in the industry, Capital Group Investment Company of America, launched in 1933 and with more than $2OO billion in assets.
Workshop Objective:
Highlight Capital Group's 90+ years of expertise in U.S. equities, examining historical performance and strategic insights of the 1933-launched Investment Company of America strategy, and providing a 2025 economic outlook.
Company Profile:
Capital Group is one of the world’s largest and most experienced active asset management companies, managing multi-asset, equity and fixed income investment strategies for different types of investors. Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high conviction portfolios, rigorous research and individual accountability. Today, Capital Group works with financial intermediaries and institutions to manage more than $2.8 trillion* in long-term assets for investors around the world.
Speakers
Anita Patel
Investment Specialist
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Anita Patel is an investment specialist at Capital Group. She has 15 years of industry experience and has been with Capital Group for 14 years. Earlier in her career at Capital, Anita worked as an investment product specialist manager. Prior to joining Capital, she was a client data & portfolio data specialist at Schroders. She holds a master's degree in financial mathematics from King's College London and a bachelor's degree in business administration and mathematics from Aston University. She also holds the Investment Management Certificate. Anita is based in London.
Representatives
Mario González
Managing Director Financial Intermediaries Iberia & US Offshore
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Mario González-Pérez is head of the Iberia and U.S. Offshore Client Group at Capital Group and is responsible for leading the company’s Spanish branch. He has 22 years of investment industry experience and has been with Capital Group for 21 years. Mario is a member of our European Management Group. Prior to joining Capital, he worked at Banco Santander in Madrid. He holds an executive MBA with distinction from London Metropolitan University and a bachelor’s degree in computer science engineering from the Universidad de Valladolid, Spain. Mario is based in Madrid.
Maite Muñoz
Senior Business Development Associate
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Maite Muñoz is a senior business development associate at Capital Group. She has eight years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Maite Muñoz worked as a junior associate sales at Amundi. She holds a bachelor's degree in economics from the Universidad CEU San Pablo. Maite Muñoz is based in Madrid.
European Value: The Dark Horse
In this session, Investment Specialist Bhavneet Ahluwalia will give an update on value investing in Europe. Whilst much of the world has been focused on the Magnificent-7 stocks in the US, European Value has been a dark horse. Did you know the European Banks have outperformed the NADAQ over the last 3 years? This may be a surprise to many! We believe the investing landscape has fundamentally shifted. The market has changed – your portfolio should too, don’t miss the opportunity!
Workshop Objective:
Discuss the recent performance of the M&G (Lux) European Strategic Value Fund, and why we believe that this new market regime of volatility and surprises provides a fantastic opportunity for value investors.
Company Profile:
M&G Investments is an international asset manager with an active, long-term investment approach. For over 90 years, the firm has helped its clients prosper by leveraging their capital and understanding their needs. In response to an ever-changing financial environment, M&G has developed a wide range of investment solutions in equities, fixed income, real state and multi-asset. Headquartered in London, M&G employees over 2,300 professionals, covers 28 markets and manages assets in Europe, Asia and the Americas.
Speakers
Bhavneet Ahluwalia
Investment Specialist
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Bhavneet Ahluwalia is an investment specialist covering the Value equity range. Prior to joining M&G, she spent four years at Barclays, most recently having worked within its private bank as a Fund & ETF product specialist, covering the full life cycle from fund research to distribution and reporting. Bhavneet graduated from University College London (UCL) with a BSc in Economics and is a CFA Charterholder.
Representatives
Alicia García Santos
Country Head Iberia
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Alicia has an experience of 15 years in the investment funds industry. She joined M&G Investments in 2006, and she is 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. Alicia has a degree in Law and she obtained the Diplôme de Grande Ecole de Commerce.
Rocío Iceta
Business Development Manager
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Rocío holds a degree in Business Administration and Management from the Universidad Pontificia de Comillas and is a certified European Financial Advisor, EFPA. She has been working at M&G Investments since 2022 in the Spanish sales team, covering institutional accounts for Spain, Portugal and Andorra as Business Development Manager. Previously, she worked as a Sales Representative at Natixis IM covering also Portuguese and Spanish clients and worked at IZ PWSolutions, Banco Madrid, Renta4 in Madrid.
