Pioneer Investments Knowledge Lab. 6 th March 2017, Lisbon

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1 Pioneer Investments Knowledge Lab 6 th March 2017, Lisbon

2 2 PLENARY SESSION 21 DE MAYO DE 2013, MADRID

3 3 Dear Client We are delighted to invite you to our first edition of Pioneer Investments Knowledge Lab taking place at the Four Seasons Ritz Hotel in Lisbon on the 6 th of March. Pioneer Investments has a partnership with Financial Times IE Business School. With this partnership, we would like to offer you the best academic content combined with our expertise in the asset management industry. The content of this edition will have a focus on liquid alternatives, the new regulatory framework, the geopolitical risks for the global economy and the role of hedging in a challenging landscape. We look forward to welcoming you to this initiative. Kind regards, Almudena Mendaza Head of Sales Iberia Pioneer Investments Isabel de Liniers Sales Manager Pioneer Investments FOR BOSTON INVESTMENT CONFERENCE 2013 ATTENDEES ONLY AND NOT TO BE DISTRIBUTED TO THE PUBLIC

4 04 Agenda MONDAY, 6 TH MARCH 2017 Venue: Four Seasons Hotel Ritz, na Rua Rodrigo da Fonseca 88, Lisbon Geopolitical Risk: The Main Challenges & Dilemma for the Global Economy. Federico Steinberg Coffee Break De-correlation Through Alternative Investments Manuel Trenado The Role of the Asset Manager in a Challenging Landscape Viviana Gisimundo Lunch Financial Sector Regulatory Environment: A Review of the Key Directives and Impact on Banks and Insurance Companies Manuel Trenado Closure & Diploma s TH DE MARCH MAYO DE 2017, DE 2016, 2013, LISBON MADRID MADRID

5 05 About About Pioneer Investments Pioneer Investments, founded in 1928, is the trading name of the Pioneer Global Asset Management S.p.A. group of companies. Pioneer Investments is a global investment firm with offices in 28 countries, 2,000 employees and approximately billion in assets under management as of end December Pioneer Global Asset Management S.p.A. is a wholly owned subsidiary of UniCredit S.p.A.. About Financial Times & IE Business School FT IE Corporate Learning Alliance was formed in 2015 in response to growing calls for more flexible, practical, relevant and timely corporate education. The Financial Times and IE Business School realised that by combining and enhancing their different skills, they could create a unique learning proposition that met this demand. A corporate learning alliance was created consisting of: The Financial Times unrivalled global coverage, sector expertise, business intelligence and data IE Business School s advanced learning technologies, entrepreneurial culture, international faculty and academic rigour A worldwide alliance of specialists in all relevant business-related fields FT IE Corporate Learning Alliance can provide: Customised programmes designed to outcomes Effective integration of programme elements and themes Understanding and selection of the best learning technologies Expertise in turning business perspectives and know-how into learning FOR BOSTON INVESTMENT CONFERENCE 2013 ATTENDEES ONLY AND NOT TO BE 6 TH DISTRIBUTED MARCH 2017, TO THE LISBON PUBLIC

6 06 Speakers Biographies MANUEL TRENADO Academic Background Ph.D. in Sustainable Investing Universidad Politécnica de Madrid. Portfolio Selection under Corporate Sustainability Criteria applying multicriteria decision making techniques MSc in Telecommunications Engineering 5-year master s degree in Telecommunication Engineering Universidad Politécnica de Madrid (UPM) BA in Economics 5-year degree in Economics Universidad Nacional de Educación a Distancia (UNED) Academic Experience IE Business School Associate Professor Experience Goldman Sachs M&A Associate - Financial Institutions Group Merrill Lynch M&A Analyst - Financial Institutions Group VIVIANA GISIMUNDO, HEAD OF INSTITUTIONAL SOLUTIONS Viviana Gisimundo has been working in Pioneer Investments since She joined as Quantitative Asset Allocation and Institutional Advisory Analyst, in 2007 she moved to the financial engineering team to focus on the development of Pioneer proprietary asset liability management platform and currently she is the head of the Institutional Solutions Team. Viviana is responsible for identifying and addressing Clients needs for specific investments solutions through development and provision of tailored services, such as ALM, strategic asset allocation, tactical asset allocation and risk overlay analysis. She also coordinates Knowledge Transfer Initiative. Viviana has a Degree in Economics from Bocconi University and she holds a Master in Financial Engineering and Risk. She attended several courses on advanced econometric and quantitative methods applied to ALM and Asset allocation. In she participated to Uniquest (UniCredit s internationally-oriented talent development program). 6 TH MARCH 2017, LISBON

7 07 FEDERICO STEINBERG Academic Background PhD in Economics, Universidad Autónoma de Madrid Master in International Affaires, Columbia University, New York Master in International Political Economy, London School of Economics Licenciado in Economics, Universidad Autónoma de Madrid Academic Experience Lecturer in International Economics at Universidad Autónoma de Madrid. Guest Lecturer in more than 20 universities and postgraduate centres Author of several books, book chapters and journal articles. Experience Senior Analyst for International Economics at the Royal Elcano Institute for International Affairs. World Bank Consultant United Nations Consultant 6 TH MARCH 2017, LISBON

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