International Conference on Investment Analysis and Portfolio Management
The International Conference on Investment Analysis and Portfolio Management (ICIAPM) was launched during the 2022–2023 academic year as a joint initiative by Faculty of Law and Economics Studies at Jaume I University (Castellón) and Faculty of Economics and Business Studies at University of Zaragoza. The conference is designed with the following key objectives:
- To foster and promote collaborative research between academia and collective investment institutions (CIIs), enabling scholars to produce research reports and projects that are technically rigorous and objectively valuable to specific industry stakeholders.
- To contribute to the advance of the academic careers of participating researchers by encouraging the exchange of ideas and the development of joint research initiatives across institutions.
- To provide a forum for critical discussion on the major challenges and emerging issues facing today’s financial markets, including geopolitical risks, artificial intelligence, ESG investing, and related topics.
Language:
English
Spanish
Intended for:
Researchers specializing in Collective Investment Institutions
Doctoral and master’s students in the field of Financial Economics and Accounting.
LANGUAGE
English
Spanish
INTENDED FOR
Researchers specializing in Collective Investment Institutions
Doctoral and master’s students in the field of Financial Economics and Accounting.
Finance professionals
INVITED SPEAKERS
Academics
Rafael Zambrana. University of Notre Dame (USA)
Juan Pedro Gómez. IE Business School (Spain)
Juan Carlos Matallín-Saéz. Jaume I University, Castellón (Spain)
David Moreno. Universidad Carlos III de Madrid (Spain)
Practitioners
Alfredo López. IE Business School (Spain)
Jesús Lorente Ariza. Criptolegal España Consulting (Spain)
Leandro Hermida Brañas. Ibercaja Banco (Spain)
Miriam Fernández Jiménez. Ibercaja Gestión (Spain)
Speakers
MONDAY, JUNE 30
Conference Presentation: 17:00h
Miguel Marco
Vice-dean of International Relations of the Faculty of Economics and Business Studies
University of Zaragoza
Laura Andreu
Conference organizer and member of the research group CIBER: Análisis Económico Financiero de la empresa y los mercados
University of Zaragoza
Juan Carlos Matallín
Coordinator of the research group I+B: Investment Analysis and Behavioral Finance.
University Jaume I
Practitioners Session: 17.10h-20.00h
The role of digital assets and technology in portfolio management.
Innovación y tecnología para un asesoramiento e inversiones de valor
Leandro Hermida
Managing Director Information Technology (CIO) at Ibercaja Banco.
Executive Education at IE, IESE, ESADE and Engineer at University of Coruña (Galicia)
El motor detrás de los fondos cuantitativos de próxima generación
Vicente Quesada
General Partner at Sherry Ventures.
Engineer at ICAI (Madrid) and PhD in Business & Economics (Harvard University/UNED)
Conectando la infraestructura DeFi y la Economía Real: Inversión, Ahorro y Gasto utilizando activos digitales tokenizados
Dimitri Orga
Asset Manager & Chief Solutions Architect at FIDEX
Engineer at University of Zaragoza (Zaragoza).
Master Degree in Engineering, Energy Efficiency and Renewable Energies at University of Zaragoza
TUESDAY, JULY 1
Session 1. 10.30h-12.00h
Chair: José Luis Sarto
ESG metrics in Executive Compensation: a Multitasking Approach
Vikas Agarwal, Juan-Pedro Gómez (IE University), Kasra Hosseini and Manish Jha
Discussant: José Luis Sarto
Mispricing and ESG stock portfolios: The role of financing and earnings announcement
Guillermo Badia (University of Zaragoza), Estibaliz Goicoechea and Jose V. Ugarte
Discussant: Ruth Gimeno
Sustainability and Diseconomies of Scale in Portfolio Management
David Moreno (University Carlos III) and Cristhian Andres Rodriguez
Discussant: Juan Carlos Matallín
Session 2. 12.30h-14.00h
Chair: Laura Andreu
A tale of bad days: Investor preferences, Smart Money, and Fund Manager Skill
Samia Badidi, Martijn Boons and Rafael Zambrana (University of Notre Dame)
Discussant: Laura Andreu
Decoding Information Flow in Fund Families: Evolution, Drivers, and Impacts
Laura Andreu (University of Zaragoza), Ruth Gimeno, Miguel Serrano and José Luis Sarto
Discussant: Rafael Zambrana
The role of artificial intelligence in managing mutual fund’s daily risk
Juan Carlos Matallín-Saez (University Jaume I) and Amparo Soler
Discussant: Guillermo Badía
Moderators
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem
Ipsum
MESA 1:
Lorem
Ipsum
MESA 2:
Lorem
Ipsum
MESA 3:
Lorem
Ipsum
MESA 4:
Lorem
Ipsum
MESA 5:
Lorem
Ipsum
MESA 6:
Lorem
Ipsum
MESA 7:
Lorem
Ipsum
MESA 8:
Committee Members
Organizing Committee Members
Dr. Laura Andreu
University of Zaragoza
Dr. Ruth Gimeno
University of Zaragoza
Dr. Miguel Serrano
University of Zaragoza
Scientific Committee Members
Dr. David Moreno
Carlos III University of Madrid, Spain
Dr. José Luis Sarto
University of Zaragoza
Dr. Juan Carlos Matallín
Jaume I University, Castellón
Program
Registration
Registration for the III ICIAPM
Zaragoza
Plaza del Pilar, Zaragoza
The Basilica is one of the most important Marian pilgrimage sites in the world and Zaragoza’s most iconic monument. Inside, visitors can admire frescoes by Goya and enjoy panoramic views of the city from the towers.
Plaza de la Seo, Zaragoza
Next to the Pilar Basilica, La Seo showcases a unique blend of Romanesque, Gothic, Mudéjar, and Baroque styles. It features a striking apse and an ornate tower. It was the first Christian cathedral built in Zaragoza after the Reconquista.
Calle de los Diputados, Zaragoza
This 11th-century Islamic fortress is a magnificent example of Moorish architecture in Spain. Later converted into a Christian palace, it now houses the regional parliament of Aragón. A must-see for history and architecture lovers.
Paseo Isabel la Católica, Zaragoza
Zaragoza’s largest urban park, offering expansive walkways, grand fountains, beautifully landscaped gardens, artistic sculptures, and scenic viewpoints. Perfect for a leisurely stroll, a refreshing jog, or simply enjoying nature in the heart of the city.
Historic city center, Zaragoza
El Tubo is Zaragoza’s famous tapas district. A maze of narrow streets filled with vibrant bars and traditional taverns, where you can taste local specialties like roast lamb, croquettes, and migas.
Basilica of the Pillar
Plaza del Pilar, Zaragoza
The Basilica is one of the most important Marian pilgrimage sites in the world and Zaragoza’s most iconic monument. Inside, visitors can admire frescoes by Goya and enjoy panoramic views of the city from the towers.
La Seo Cathedral
Plaza de la Seo, Zaragoza
Next to the Pilar Basilica, La Seo showcases a unique blend of Romanesque, Gothic, Mudéjar, and Baroque styles. It features a striking apse and an ornate tower. It was the first Christian cathedral built in Zaragoza after the Reconquista.
Aljafería Palace
Calle de los Diputados, Zaragoza
This 11th-century Islamic fortress is a magnificent example of Moorish architecture in Spain. Later converted into a Christian palace, it now houses the regional parliament of Aragón. A must-see for history and architecture lovers.
José Antonio Labordeta Park
Paseo Isabel la Católica, Zaragoza
Zaragoza’s largest urban park, offering expansive walkways, grand fountains, beautifully landscaped gardens, artistic sculptures, and scenic viewpoints. Perfect for a leisurely stroll, a refreshing jog, or simply enjoying nature in the heart of the city.
El Tubo
Historic city center, Zaragoza
El Tubo is Zaragoza’s famous tapas district. A maze of narrow streets filled with vibrant bars and traditional taverns, where you can taste local specialties like roast lamb, croquettes, and migas.
ACCOMMODATION AND TRANSPORT
ACCOMMODATION
Hotel Zenit Don Yo
Calle Don Juan de Aragón, 2, Zaragoza (approximately 15 minutes’ walk from the Faculty of Economics and Business)
Website: https://zenitdonyozaragoza.com-hotel.com/
Hotel Exe Boston
Avenida de las Torres, 28, Zaragoza (approximately 15 minutes’ walk from the Faculty of Economics and Business)
Website: eurostarshotels.com/exe-boston.html
Hotel NH Ciudad de Zaragoza
Avenida César Augusto, 125, Zaragoza (approximately 15–20 minutes’ walk or 5 minutes by car from the Faculty of Economics and Business)
Website: https://www.nh-hotels.com/en/hotels/zaragoza
Hotel Catalonia El Pilar
Plaza de Aragón, 4, Zaragoza (approximately 15–20 minutes’ walk from the Faculty of Economics and Business)
Website: https://www.cataloniahotels.com/en/hotel/catalonia-el-pilar
TRANSPORT
By Plane: the nearest airport is Zaragoza Airport (ZAZ), located approximately 10 km from the city center.
Carretera del Aeropuerto s/n, 50190 Zaragoza, Spain
By Train: Zaragoza’s main train station is Zaragoza-Delicias Station, with high-speed AVE connections to Madrid, Barcelona, and other cities.
Calle de Miquel Roca i Junyent, 9, 50011 Zaragoza, Spain
By Bus: long-distance and regional buses arrive at the Estación Central de Autobuses (Central Bus Station), located next to the Delicias train station.
Avenida de Navarra, 80, 50011 Zaragoza, Spain
Sponsor
Vice-Rectorate of Scientific Policy of the University of Zaragoza
