Panel Discussion on Infrastructure “New Opportunities in Investment Projects in Chile”
She has been with the company for the last 15 years and has more than 20 years of experience in the Chilean pension fund system. Prior to that was Head of International Equity and develop a USD 700 MM private–equity program in AFP Habitat.
Carolina has a commercial engineering degree from the Pontificia Universidad Católica de Chile.
He serves on the IBD Executive Committee, the IBD Client and Business Standards Committee, the Firmwide Growth Markets Council and the Sustainable Finance Cross- Divisional Steering Group.
Throughout his career in investment banking, Gonzalo has specialized in the utilities sector, where he has advised governments and private companies in Latin America, Asia and Europe on industry restructurings, privatizations, cross-border transactions and financings. Gonzalo also led the development of the IBD infrastructure business. Prior to assuming his current role, he was head of the EMEA Natural Resources Group and co-head of Global Power and Infrastructure. Gonzalo joined Goldman Sachs as an executive director in 1999 and was named managing director in 2002 and partner in 2008.
Prior to joining the firm, Gonzalo worked as a system engineer for IBM Corporation from 1988 to 1991 and for the British merchant bank Kleinwort Benson from 1993 to 1999.
Gonzalo serves on the UK Member Committee of the World Energy Council.
Gonzalo graduated from the Pontificia Universidad Católica de Chile with a bachelor’s degree in engineering and computer science in 1988. In 1991, he earned a scholarship from the British Council to finish his studies in England and graduated with an MBA from the London Business School in 1993.
Bahelor’s in Economics from the Universidad Autónoma de Madrid in Spain and a MBA from the Instituto de Empresa in Madrid.
Mr. Angoitia has more than 20 years’ experience within the infrastructure industry. He joined Ardian in 2013 based in Paris until 2015 when he opened the Madrid office. As part of Ardian Mr. Angoitia has led transactions like Tunnels of Barcelona, CLH and a number of renewables investments in Spain, Chile and Peru.
Prior to joining Ardian, he spent six years at Citi Infrastructure Investors (CII) as Investment Principal based in London. At CII, Mr. Angoitia managed the firm’s investments in Kelda, a holding company of Yorkshire Water in the UK, and in Itinere Infraestructuras, S.A. in Spain.
Before Citi, Mr. Angoitia spent more than 10 years at Grupo Ferrovial, S.A. He began his career at Cintra as part of its toll roads management team. He was also involved in the acquisition and management of Cintra’s investments in airports (Sydney International Airport in Australia, Bristol International Airport in the UK, ASUR in Mexico and Cerro Moreno in Chile), before moving to Sydney to manage the company’s investment in Sydney International Airport. In 2006, Mr. Angoitia was a member of the team that acquired BAA, and moved to London where he was involved in the transition, regulatory and refinancing aspects of the investment.
Ingeniero Comercial, Pontificia Universidad Católica de Chile 1988.
Since 2015, Andrés founded and currently serves as Chairman of the Board of Frontal Trust, an alternative assets fund manager in Chile. The company has launched several funds in 4 areas: real estate, private equity in financial services companies, private debt and infrastructure.
Previously, Andres held different corporate positions: between 2009 and 2014 he was a founding partner at EPG Partners, an advisory boutique specialized in private equity, corporate finance and wealth management. Since year 2000 to 2009, Andrés acted as CEO of Bicecorp, a financial services public company with subsidiaries in commercial banking, life insurance, asset management, investment banking, securitization, mortgages, among others. Previously, from 1993 to year 2000, Andrés served as investment banker at Deutsche Bank (formerly Bankers Trust in Chile), where he participated or led several high-profile capital markets transactions, M&A advisory, IPOs, fairness opinions, etc.
Andrés has taught at the Pontificia Universidad Católica de Chile and Universidad de Los Andes, as assistant professor, in topics related to Finance and Business Strategy.
MBA of The Wharton School of the University of Pennsylvania.
He is the co-founder of Toesca Asset Management, a Chilean firm specialized in alternative assets, which he currently leads as its CEO. He also leads the firm’s Infrastructure strategy, and serves as board member in its portfolio companies, in the transportation, social infrastructure, gas distribution, and water utility industries: Rutas del Algarrobo, Concesiones Viales Andinas, Hospital de Antofagasta, Gasvalpo, and Aguas Chañar.
He has previously served as board member of toll roads Valles del Desierto, Ruta de los Rios, Autopista Interportuaria and Variante Melipilla.
Before founding Toesca, Carlos was Head of the Asset Management Division of BTG Pactual Chile, and previously Head of Illiquid Assets.
Panel Green Finance, ESG, Impact Investments “Chile’s Capital Market for a World in Need”
Jamie was CEO of UBS Wealth Management (UK) until he retired in 2017. He joined UBS in 2013 from JP Morgan, where he was the CEO of its European asset management business.At JP Morgan Jamie led the development of the firm’s European mutual fund business before being appointed as the overall head of the European business including both the retail and the institutional businesses.
Jamie has an AB degree from Harvard College and did doctoral studies in Linguistics and Near Eastern Languages and Civilisations at the University of Chicago.
Francisco Ruiz-Tagle began his career at CMPC in 1991, where he has served in leadership positions as General Manager of Celulosa del Pacífico, Head of Financial Operations of CMPC, and General Manager of Papelera del Plata in Argentina. From 2011 to 2016, he served as General Manager of CMPC Forestry, after which he took over as CEO of the merger between CMPC’s Pulp and Forest Divisions.
Since August 2018, he was appointed CEO of Empresas CMPC.
Mr. Ruiz-Tagle earned his Economics degree at the University of Chile and holds an MBA from the University of California, Los Angeles. He currently sits on the board of the Group of Business Leaders against Climate Change (CLG Chile) and formerly served as Co-Chair of Forest Solutions Group (WBCSD). He is married and has five children, and in his free time enjoys hiking in the Andes.
Juan Luis Rivera
Mr. Rivera has over 23 years of experience in investment management. He joined Moneda in 2006 as partner and portfolio manager, investing in Latin American equities and credit. Previously, he was chief executive officer at Bancard, a Chilean investment company, for 10 years. Under his management, Bancard’s investment portfolio grew from US$250 million to US$1.3 billion, investing across asset classes such as equities, derivatives, corporate bonds, distressed debt, syndicated loans, commodities, primarily in Latin America and the U.S..
Mr. Rivera holds an MBA from Harvard Business School and a degree in business administration from the Pontificia Universidad Católica de Chile, and has served as a part time professor in Chile and board member to numerous leading companies in Latin America. He leads Moneda USA, an SEC Registered Investment Advisor and lives in New York City with his wife and four children.
Previously, she served as Senior Advisor to the Minister of Social Development, after a 15-year career as a lawyer focused on M&A, Banking and Financing, both in Chile -mainly at Claro y Cia.- and abroad -at Cravath, Swaine and Moore LLP-.
Panel “Outlook and Challenges for the Insurance Industry in Chile and Globally”
Carlos Montalvo B.
He is EMEA Insurance Risk and Regulatory leader, anticipating regulatory trends and providing coordinated responses that benefit from his expertise in the global and European regulatory landscape.
Until end March 2016, and since 2011, Carlos was the first Executive Director at the European Insurance and Occupational Pensions Authority, in charge of its management, multi-annual
and annual work programs, organization, people and finances. Prior to that, Carlos was appointed (2007-2010) as Secretary General of the Committee of European Insurance and Occupational
Pensions Supervisors: During his mandate, he was deeply involved in the European response to the financial crisis and the Technical Advice development to build up Solvency II.
Carlos also played a number of relevant roles at the Spanish Insurance Supervisor (2000-2007), including representing Spain at Council meetings during Solvency II negotiations, or at CEIOPS Board.
Carlos has also been invited by the World Bank, the IAIS and the International Monetary Fund to take part on debates and events as a relevant expert on risk-based supervision and keynote speaker.
From 2004 to 2014, as the Chief of the Disaster Risk Reduction at the United Nations’ World Meteorological Organization (WMO), Maryam headed up and led a multi-faceted international program and worked with over 70 governments on the development of national policies and institutional capacities in disaster and climate risk management, early warning systems and emergency preparedness, expansion of risk transfer and risk financing. Following the 2004 Indian Ocean Tsunami, she served as an adviser to former U.S. President Clinton in his capacity as the UN Special Envoy on Tsunami. She negotiated international agreements and coordinated activities that enabled the dissemination of tsunami alerts, to all countries, in less than five minutes. Maryam developed the initial concept of demand-driven climate services, which was adopted by member states in 2009 as the Global Framework for Climate Services, to enable access to national climate data and information for decision-making applications. She was actively engaged in the drafting and negotiations of the Hyogo Framework for Action, Sendai Framework for Disaster Risk Reduction and the UN climate change agreements.
Prior to joining the UN, from 1997 to 2004, she was the CEO and President of Climate Risk Solutions Inc., a state-of-the-art research and advisory firm headquartered in Boston, MA. She delivered innovative climate risk assessment and risk management solutions to companies in energy, agriculture, and financial sectors. She also worked at the forefront of developing catastrophe risk models, weather derivatives and parametric insurance markets.
Dr. Golnaraghi serves in a number of international, governmental, and industry advisory boards and has served as a senior advisor to USA and Canadian Governments as well as the UN and World Bank Group’s senior officials. She has authored numerous internationally referenced reports and a book (Partnerships in Multi-hazard Early Warning Systems, Springer-Verlag, 2012). She holds a BS in Chemical Engineering from Cornell University, an MS in Applied Physics and a PhD in Physical Oceanography from Harvard University, after which she served as a senior research fellow at the Harvard Business School.
Her latest articles can be assessed at: https://www.genevaassociation.org/research-topics/extreme-events-and-climate-risk
Mr. Echenique has been advisor to the Chilean Insurance Association for some years, strongly focused in Insurance regulatory issues, having worked in diverse matters ranging from reporting standards to risk based capital models.
He has also been involved in many specific projects for different insurers in Chile, from corporate governance to risk management and ORSA matters to the incorporation and licensing of new insurers with local authorities. He has also worked in reserve sufficiency, transfer pricing, insurance market analysis, and various due diligences in M&A operations.
In terms of regulatory work, he has advised different supervisory authorities, both in Chile and the rest of Latin America, on risk-based supervision, solvency of insurers, and pay-as-you go social security institutions.
While in executive positions, Mr. Echenique served as COO, CFO and CEO of different insurers, and held a regional position as CFO for Latin America in the Zurich Insurance group, having served before in Allianz Chile and in UAP Chile. He was board member in various insurers across Latin America.
Mr. Echenique also served during the late 80s as Deputy Superintendent for insurance, in the Superintendencia de Valores y Seguros, predecessor of the current Comisión para el Mercado Financiero CMF
Mr. Echenique is currently chairman of the Consejo Técnico de Inversiones D.L. 3.500, advisoring body for investment regulations of the Chilean private pension system. He has a civil electrical engineer degree from the Pontificia Universidad Católica de Chile, and holds a MBA from Stanford University.
A business administrator and a graduate of the Catholic University of Chile with a Master’s Degree from the University of Chicago, he was chairman of the board of the Insurance Company Confuturo & CorpSeguros, an advisor for The Blackstone Group and a director on the board of Empresas Camanchaca, AFP Habitat Peru and Administradora de Inversiones La Construcción (ADILAC).
Between August 2008 and October 2013 whilst with AFP Provida, he was first of all their Investments Manager and then as chairman of the board; a position he occupied until MetLife took over control of the company.
Previously, he had acted as Investments Manager of the Pensions and Insurance Unit of BBVA for Latin America, senior financial officer for Bankers Trust, Deputy General Manager in Chemical Bank, General Manager of Santander Investment, Director de Operations of the Central Bank of Chile, Manager of Development and Finance of the A. Edwards bank and Counselor to the Ministry of Finance.
In the academic world, he was a professor of economics and finance in the Catholic University and the universities of Finis Terrae and Desarrollo.
Panel on Venture Capital & Fintech “Banking & Beyond”
Nicolás Shea nació en Nueva York, Estados Unidos, el 1 de mayo de 1974, hijo del estadounidense Michael Shea y de la chilena Marianne Carey.
Estudió en los colegios Saint George’s College y Apoquindo. Es ingeniero comercial de la Pontificia Universidad Católica de Chile, MSc. en Management de la Universidad de Stanford y MSc. en Educación de Teachers College de la Universidad de Columbia.
Fundador de Cumplo, Start-Up Chile, eClass, G100, la Asociación de Emprendedores de Chile (Asech) y Jóvenes al Servicio de Chile. Creador y presidente del jurado del programa de televisión Nada Te Detiene. Ganador de dos premios nacionales de innovación Avonni por Start-Up Chile (2011) y Cumplo (2014).
En 2013 fue elegido emprendedor del año por el Colegio de Ingenieros de Chile y en 2014 fue elegido Joven Líder Global por el Foro Económico Mundial. Autor del libro “Start-Up Chile: The story of Chile’s entrepreneurial revolution”.
Actualmente es presidente ejecutivo de Cumplo, presidente del G100 y profesor de emprendimiento en la Escuela de Ingeniería de la Pontificia Universidad Católica de Chile.
Vive en Santiago con su esposa Josefa Monge y sus 5 hijos.
Currently he the is Co-Founder and Managing Partner of FJ Labs, a venture firm and startup studio that invests in and builds online marketplaces. Along with his partner Fabrice Grinda, Jose has backed over 500 companies including Alibaba, Betterment, Uber, Airbnb, Brightroll, Delivery Hero, and LendingHome among others.
Jose previously co-founded the venture builder IG Expansion, where he built several successful companies including Viajanet, and self funded Serendipity Investments where he built a minority position in over 300 companies obtaining top tier returns.
Jose started his professional career as co-founder of DeRemate.com (acquired by Mercado Libre that then went public in Nasdaq). An electrical and mechanical engineer by training, Jose has an MBA from Stanford University. He loves flying and extreme sports, plays the piano and tennis since his is 5, speaks 5 languages and has ran 7 marathons.
Panel UK Experts: “Lessons from the UK, Key Drivers of a Financial Center”
Panel on Pensions: “The challenges of Pension Funds in a world with negative interest rates, increasing life expectancy and evolving labor market conditions”
Previously, from June 2010 to May 2013, he was the Head of Fixed Income & FX at ProVida AFP. Prior to joining ProVida in 2010, Torres was the Head of the Trading Desk and ALM at MetLife Chile for 5 years. In this position, he was responsible for managing US$3.6 billion in AUM.
From June 2003 to July 2005, he was Senior Financial Analyst at Principal Financial Group, USA.
Cristóbal Torres holds a degree in Industrial Engineering from Pontificia Universidad Católica de Chile and an MBA from Yale University.
Head of Global Savings Policy
Standard Life Aberdeen
Jamie has worked in pensions and savings for almost 30 years; including Operations, Product Development, Marketing, Strategy and Policy.
He currently leads on savings policy for Standard Life Aberdeen’s global business, acting as government and regulatory liaison on pensions, as well as key press spokesperson on industry issues. He has worked extensively on pensions automatic enrolment and the changes in retirement flexibility.
He previously led the Corporate Pensions operation, working with some of the largest corporate benefit consultants, intermediaries and clients on the implementation and management of their pension arrangements.
He is a scheme trustee and chairs or sits on a number of regulatory and trade body committees. He chaired the advisory board on ‘pensions coverage’ for the UK Government’s 2017 Automatic Enrolment Review.
Jamie is a regular commentator, international conference speaker, blogger and Tweeter (@pensionsguy).
In 2017 Theo Langejan joined the Federation of Dutch Pension Funds to help develop a new pension contract, and since 2019 he also leads the Brussels office of the Federation of Dutch Pension Funds.
Fernando Larraín A.
Panel on Family Businesses and Family Office Investing “From Family Businesses to Family Offices, Main Challenges”
Ramia El Agamy
Ramia Marielle El Agamy is the Co-Founder of Orbis Terra Media an international Content Studio and Publishing House based in Switzerland as well as the Editor-in-Chief of Tharawat Magazine, the global publication for family businesses and a product established by her family. As a Director of her family’s enterprise, she has helped expand its activities globally and works alternately in media, cross-border entrepreneurship, and family business. Her role as the Editor-in-Chief and co-founder of Tharawat Magazine has allowed her to specialise in topics relevant to business owners and their successors.
Ramia holds a MSc in International Business and Management from Manchester Business School (UK). Born and raised in Switzerland, Ramia M. El Agamy is of Dutch-Egyptian descent and currently lives between Bern, Switzerland, and Dubai, UAE and speaks six languages
Farida F. El Agamy
Farida F. El Agamy, is General Manager of the Tharawat Family Business Forum, the private network and knowledge hub for family-owned companies in the Middle East and North Africa, since 2009.
With her professional background as a lawyer, Farida F. El Agamy joined the founders of the Tharawat Family Business Forum to support and foster the sustainability, innovation, and growth of family firms. She has set up a variety of programs around corporate entpreneurship for business owners and is a founding member of the global Women in Family Business (WIFB) network. Together with her team and global partners, Farida F. El Agamy runs ground-breaking research projects and initiatives with a goal to empower family-owned companies across the MENA and beyond. She is currently also Editor-at-Large of the Tharawat magazine, and a Director at Target Developments LLC and Orbis Terra Media LLC her family’s firms in Switzerland.
Farida read law in Switzerland and the UK and qualified as a barrister at the Swiss bar. She practiced administrative, corporate and contract law in a leading Swiss law firm, and worked for several local and federal government agencies. Her previous professional experience include positions as associate lawyer at the United Nations in Geneva and as advisor on corporate structures and transformation of family-owned firms to Boards of Directors across the world.
Speaking six languages, Farida’s Dutch and Egyptian family backgrounds and international upbringing have shaped her global understanding and her active social engagement, always striving for a better understanding within families, between regions and people.
Nicolás is currently member of the board of directors of Drake Enterprises AG and Drake Foundation. He led the development of one of the main supermarkets in Chile, which was sold to Walmart. Nicolás got a degree from Universidad Adolfo Ibañez Business School and is alumnus of Harvard Business School.
Manuel José Casanueva de Landa
Manuel José is currently CEO of El Coigue, family office of Familia Casanueva, former Chilean Superintendente de Educación 2010-2014 (Sebastian Piñera first period), previously Chief Client Officer at Grupo Gtd. Manuel José has a civil engineering degree from Pontificia Universidad Católica de Chile and an Master in Science of Telecommunications from University of Colorado, Boulder.
Stuart holds a BSc in Banking and Finance from Loughborough University.
Matteo presently acts as CEO of the international activities of The Family Officer Group, which is recognised among one of the most important family offices of Italian origin. Matteo graduated in Business Administration at Universita’ Bocconi Milan, and the studied a master on Risk Management and Non Profit. He worked in 1996 as Corporate Finance Executive at Cowell & Partners (former Mapfre Securities), then, in partnership with his father Franco, founded the first Italian Risk Management Consultancy Firm devoted to NPOs. In 1999 founded, in London, Shield Risk Management Ltd. In the same period, became one of the co-founders of Shield & Co. Merrill Lynch Bank & Trust, a multi-family office run under the umbrella of the American bank. Moved back to Italy in 2004 to take over the advisory services business of the multi-family office and created the present The Family Officer Group as a spin-off (2006) of the advisory services of Shield Group. The Family Officer Group has its main interests in the insurance, property, hospitality and food & beverage industries. In December 2014, The Family Officer Group launched i2i, a corporate venture capital vehicle investing in companies led by Italians in the UK. i2i has now become one of the leading investors backing start-ups by entrepreneurs in the UK. In addition to his role as CEO of The Family Officer Group, Matteo sits on the board of some holdings and foundations of client families in different jurisdictions.
In the past, Silvana worked at the Federal Reserve Bank of Boston and served as external Monetary Policy Committee member for the Central Bank of Mauritius. She has also been Director of the Macroeconomics Programme at the International Growth Centre, Chair of the Women in Economics Committee of the European Economic Association, Member at Large of the European Economic Association, panel member for economic policy and Associate Editor for JEEA, the Journal of Monetary Economics, Economica, and the Economic Journal. She is a lead academic at the Centre for Macroeconomics and Research Associate at the Centre for Economic Performance and the Centre for Economic Policy Research.
Her main research interests are macroeconomics – particularly monetary policy – international economics and macro-development.
Panel on Cybersecurity “Cybersecurity Latest Trends, and Best Practices Related to Cyber-Crime”
Mario Farren Risopatron
Cuenta con una amplia experiencia en el sistema financiero, al haber desempeñado cargos como Presidente del Directorio y Gerente General de Citibank Peru, a cargo de las operaciones en ese país, además de Chile, Ecuador, Uruguay y Paraguay. Previo a ello fue Director Corporativo de Citi-BANAMEX; entre 2008 y 2011 fue Gerente de División del Banco de Chile, y anteriormente trabajó en Citi en Colombia, Estados Unidos y Uruguay, a cargo de distintas operaciones de mercado y tesorería en esos países.
Mario es Ingeniero Comercial de la Universidad de Chile y Master of Finance de la Booth School of Business de la Universidad de Chicago.