Join industry experts and fellow investors to delve into the latest trends, strategies, and opportunities shaping the investment landscape.

This year, our focus will be on the transformative power of artificial intelligence in revolutionizing the industry and addressing the unique challenges and opportunities presented by an aging population.

Prepare for thought-provoking discussions, valuable networking opportunities, and the exchange of ideas among esteemed industry leaders and experts.

April 19, 2024

9:00h - 12:00h GMT

Four Seasons Hotel Ritz
Lisbon

Save the date, and anticipate further details to come.

We eagerly await your presence at this captivating event.

This is a free event and includes lunch.

09H00 Welcome

09H30 Opening remarks
Rodrigo Simões de Almeida, Mercer and Marsh Country CEO 

09H45 Outlook
Rupert Watson, Mercer Head of Asset Allocation 

10H15 Alternative Investments – Private markets
Michael Butler, Mercer Alternative Investments Director 
Mark Sheahan, Mercer Global Investments Europe 

10H45 Coffee break

11H15 Fireside chat - Financial literacy, aging and retirement
Marta Frazão, Mercer Portugal Wealth Leader 
Valdemar Duarte, APFIPP Board Member 
Maria Kol, Microsoft Portugal HR Country Leader 

11H45 Client panel discussion - AI challenges and opportunities
Pedro Norton, Finerge, CEO 
Constança Santa Marta, GSD Mercer Europe Leader 
Fernando Araújo, Navigator, CFO 
Gonçalo Vale, NAV, Administrador 
Moderador: Rodrigo Simões de Almeida, Mercer and Marsh Country CEO 

12H40 Closing remarks
Nuno Silva, Mercer Wealth Principal 

12:45 Lunch

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