November 26th

15.30 Opening Remarks

Maria João Carrapato. Chairman. FIR
Ignacio Cuenca. Chairman. AERI

16.00 Changes in investment world

Presenting the new trends on investment strategies
• Equity markets: The situation today and expectations
• Equity, debt/credit, liquidity - trends
• What do investors screen for today?

Joaquín García Huerga. Strategy Team Leader BBVA
Speaker 2 to be confirmed

17.00 Sustainability and SRI

• Is Socially Responsible Investing –SRI- here to stay?
• Increase in the managed investment portfolios following SRI criteria
• The ESG factors: Environment, Social, Governance
• Importance of introducing non inancial indicators in your presentations

Stephane Voisin. Head Sustainable & Responsible Investment. Credit Agricole Cheuvreux
Michel Lemonnier. SRI Business Manager. Groupama Asset Management

19.30 Cocktail & Dinner

November 27th

09.00 The IR role in the new world

What should be expected from IR, namely on
• Communication and level of disclosure
• New matters/issues needing a new light
(more transparency, disclosure, management exposure...)
• Road shows
• Guidance

Irma Garrido. Head of Banking – Equity Research. Ahorro Corporación Financiera
José Soares. Managing Director - Iberian Equities. Espírito Santo Investment
Firmino Morgado. Portfolio Manager. Fidelity Investments

10.30 Coffee Break

11.00 Liquidity: How to take care of your stock

• Rationale and how to operate on your own stock
• Major dificulties to face
• How to handle treasury stock
• CNMV and CMVM: different approaches

Marco Hernando. Vice President and Member of the Board. Interdin
Alberto Blanco. Director Global Execution Services. Ahorro Corporación Financiera

12.30 Approaching new markets: What’s next?

• Flows of capital around the World
• New road show destinations: going a step beyond
• Different places, different kind of investors, different approaches

Katia Levy-Thevenon. Head of EMEA Corporate Broking. JP Morgan
Robert Secoy. Vice President. BNY Mellon Depositary Receipts

14.00 Closing remarks

14.15 Lunch

During lunch we will hold the I Thomson Extel Survey Iberian Awards