On 1st June AltamarCAM Partners held its VI Global Private Asset Investment Day – XVIII Annual Meeting of the AltamarCAM Partners Funds, with speeches from the company’s top management and other key industry leaders. More than 350 investors attended the event, which was held at UZalacain La Finca in Madrid, and a further 600 joined the event remotely.
Claudio Aguirre, Co-Chairman of AltamarCAM, welcomed the participants with an overview of the company’s developments and highlights for 2022 and 2023. Miguel Zurita, Co-Head of PE and Head of ESG at the company, spoke about ESG achievements, reflecting that ESG issues are at the core of AltamarCAM’s culture and DNA.
The day also included presentations from Ignacio Antoñanzas, Co-Head of Real Assets at AltamarCAM, and Raj Rao, COO of GIP, one of the world’s largest infrastructure funds, who explained why this asset class performs so well in a highly volatile environment.
Fernando Olaso, Co-Head of Real Assets at AltamarCAM, shared his vision of the real estate market. José María Fernández and Rodrigo Echenique, Co-Heads of Debt at AltamarCAM, gave an overview of the private debt market.
Similarly, José Luis Molina, Global CEO of the company, held a debate with Tony James, former CEO and Chairman of Blackstone for two decades, in which they analysed the current situation and opportunities in the private markets.
Next, Jaime Caruana, former Governor of the Bank of Spain, shared his views on inflation and the current interest rate environment, pointing to a soft landing for the economy and a normalised interest rate and inflation scenario, not without certain risks, such as geopolitical, that need to be taken into account when investing.
Montserrat Vendrell, Partner at Aliath Bioventures, introduced Dr Roger Gomis, member of the IRB (Institute for Research in Biomedicine) and CSO of Inbiomotion, who spoke about impact investment in the fight against cancer. This was followed by an overview of the activities of Aliath Bioventures, the health impact investment platform of AltamarCAM, led by its partners José María Fernández and Scott Moonly.
Miguel Zurita spoke again, together with Alexis von Dziembowski, Co-Head of Private Equity, to discuss the main private equity operations, analysing the latest trends in the sector and the rise of the secondary market as a solution to investors’ liquidity needs. Finally, Marcel Rafart, Partner at Galdana Ventures, analysed the venture capital industry and spoke about the scope and possibilities of artificial intelligence in our daily lives. Marcel Rafart was assisted by his artificial intelligence avatar, created especially for the occasion, who shared some of his knowledge with the audience.
Paloma Ybarra, partner of AltamarCAM, was in charge of hosting and closing the event.
