Diapositiva 1

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Diapositiva 1
ESADEgeo- Global Economy
Annual Report
2012/2013
About ESADEgeo-Global Economy
ESADEgeo-Global Economy:
• ESADEgeo’s Sovereign Lab is devoted to an in-depth understanding of SWFs and the
transformation in emerging economies. In 2012, the first Spanish SWF Report was
published with the help of leading SWF experts from around the globe. In line with its
policy vocation, it advised the Colombian government during its SWF-creation process.
• ESADEgeo's Startup Lab is actively engaged with entrepreneurial issues. Start Up
Spain’s conferences are positioned as the top Spanish startups event, attended by over
3,500 participants, key entrepreneurs and venture capitalists. Start Up Spain is
contributing to the strengthening of the Spanish startups’ development and it establishes
a linkage between the real needs of the entrepreneurs and the policy counseling for the
government.
• ESADEgeo's Globalisation Lab is a venue for global corporations interested in or
coming from emerging markets. The first ESADEgeo Globalisation Lab was held in June
2010 with Latin American specialized economists from Standard & Poors. During these
two years we have made an approach to the realities of countries such as Russia, India or
China - always through the eyes of both academia and practitioners.
ESADEgeo-Global Economy Team
Team
Javier Santiso, Vice President ESADEgeo (Madrid)
Javier Capapé, Research Assistant (Madrid)
Tomás Guerrero, Research Assistant (Madrid)
Non-Residential Fellows
Ruth Aguilera, Associate Professor, Department of Business Administration at the College of Business
(Urbana- Champaign, IL, EE.UU)
Victoria Barbary, Director, Sovereign Wealth Fund Center (London, UK)
Christopher Balding, HSBC Business School of Peking University (Shenzhen, China)
Jorge Blázquez, Centro Internacional de Formación Financiera (Madrid, España)
ESADEgeo’s Sovereign Lab
2012 Sovereign Wealth Funds Report
Edited by Javier Santiso, the 2012 Sovereign Wealth Funds report is the first annual report produced
by ESADEgeo with the support of KPMG and INVEST IN SPAIN-ICEX.
This report looks at the strategies used by SWFs. It analyzes their investment decisions, alliances they
have established to operate in other emerging markets, and the industrial joint ventures signed with
Western global companies.
ESADEgeo’s Sovereign Lab
2012 Sovereign Wealth Funds Report
Ministerio de Economía y Competitividad
Madrid
27/11/2012
Javier Santiso, Vicepresidente, ESADEgeo
Fernando García, Socio, KPMG
José Carlos García, Consejero Delegado, Invest in Spain
Ángel Santodomingo, Head of investor relations, Banco Santander
Ignacio Estella, Director de originación de negocios, Iberdrola
Enrique Sendagorta, Presidente, Torresol Energy
Antonio Hernández, Socio, KPMG
Attendance
400 people including experts and media
ESADEgeo’s Sovereign Lab
2012 Sovereign Wealth Funds Report
ESADEFORUM
Barcelona
07/02/2013
Alfons Sauquet, Decano de ESADE Business School
Jaime García-Legaz Secretario de Estado de Comercio, Gobierno de España
Javier Santiso, Vicepresidente, ESADEgeo
Fernando García, Socio, KPMG
Julián de Unamuno, Director de finanzas, Indra
Antonio Basolas, Director general de estrategia y desarrollo, Gas Natural Fenosa
Antonio Hernández, Socio, KPMG
Attendance
400 people including experts and media
ESADEgeo’s Sovereign Lab
SWF Report Media Impact
El País
- ¿España en el Olimpo de los inversores?
Diario Expansión
- Los fondos soberanos se fijan en España como puente hacia Latinoamérica
- Dinero público de medio mundo se “enchufa” al sector energético Español
- Fondos soberanos y emergentes: ¿qué nos perdemos?
ABC
- España fue el Segundo país de Europa que recibió más fondos soberanos en 2011
La Vanguardia
- España puede captar inversiones de fondos soberanos como puerta a Latinoamérica y Europa
Europa Press
- Fondos soberanos foráneos buscan empresas españolas de alta especialización o con presencia en
América Latina
- Informe Fondos Soberanos 2012 (VIDEO)
El Economista
- Fondos soberanos buscan en España clubes de fútbol y escuelas de negocio
El Confidencial
- Los fondos soberanos se convierten en el 'caballo blanco' de las empresas del Ibex
El Periódico
- Un estudio aboga por atraer sedes de fondos soberanos
Instituto Español de Estudios Estratégicos
- Fondos Soberanos: Entre la necesidad y la razón de Estado
Institutional Investor
- The Daily Brief: Fun with Maps!
- Mapping the Growth of Sovereign Funds in Africa
ESADEgeo’s Sovereign Lab
ESADEgeo SWF Ranking
The ESADEgeo SWF Ranking allows immediate access to the sources of information used-webs of
funds, central banks or monetary authorities- through direct links; also shows the change in the
position of each fund relative to the previous update.
ESADEgeo’s Sovereign Lab
ESADEgeo SWF Tracker
The dynamic map ESADEgeo SWF Tracker provides information about the regional distribution of
funds. The map provides various information layers. On the one hand, the range of colors lets you
know how much funding each country manages. In addition, through its size balloons and we know
the total volume managed in each country. In a third layer, we know the name, year of foundation and
volume handled by each fund in each country. As in the case of ranking, you can access the
information source. The map allows you to zoom into seven regions: North America, South America,
Europe, Africa, Middle East, Asia and Australasia.
ESADEgeo’s Startup Lab
Start Up Spain began as a series of conferences with entrepreneurs who wanted to encourage more
people to become entrepreneurs, develop an efficient network for investors, as well as encouraging
more entrepreneurs to come to Spain. The objective of this entrepreneurial drive is to accelerate the
transformation of the Spanish economy into an innovative economy.
The Start Up Spain series of conferences has a dual aim, supply the political debate with ideas and
make an impact on the future development of policies that encourage entrepreneurship. Business
people, technology companies, and venture capital must be given the priority they deserve.
Start Up Spain was launched in November 2011 with the first Start Up Spain conference. Javier
Santiso (@ javiersantiso) and the ESADE Business School have hosted over 3500 attendees and many
others via live-streaming on their last six conferences. These conferences have been organised in
cooperation with the Fundación Rafael del Pino and Campus Party Spain – and attendees include
entrepreneurs, business angels, and family-office representatives. Start Up Spain has also attracted a
strong following in social networks. Potential impact during the most recent conference included
nearly 500,000 Twitter accounts. For the third time, it was a trending topic in Spain.
Start Up Spain aims to generate ideas and promote discussion about starting businesses. We want
the website www.start-up-spain.com to become a forum for initiatives that promote a new framework
for Spanish entrepreneurs.
ESADEgeo’s Startup Lab
Start Up Spain III: A view from Outside
26/09/2012
María del Pino, Presidenta, Fundación Rafael del Pino
Alfons Sauquet, Dean, ESADE Business School
Javier Santiso, Vicepresidente ,ESADEgeo
Vicente J. Montes, Deputy Director, Fundación Rafael del Pino
Luisa Alemany, Director, ESADE Entrepreneurship Institute, ESADE Business School
Iñaki Berenguer, Founder & CEO, Pixable (New York)
Álvaro López-Medrano, Co Founder & CEO, InToTally (Madrid)
Alfonso Villar, Founder & CEO, PlaySpace (Mallorca)
Matías de Tezanos, Founder, PeopleFund (Miami), Investor, Playspace (Mallorca)
Iker Marcaide, Founder & CEO, PeerTransfer (Boston)
Tyler Sosin, Associate, Accel Partners (San Francisco), Investor, PeerTransfer (Boston)
Luis Sanz, Co Founder, Olapic (New York)
Ben Lin, Managing Partner, Greats Oaks (New York), Investor, Olapic (New York)
Adeyemi Ajao, Founder & CEO, Identified (Palo Alto)
Marcos Alves, Co Founder & CEO, Eltenedor.es (Madrid)
Roger Casals, Founder & CEO, Passwordbank (Palo Alto)
Miguel Ángel Díez, Founder & CEO, Red Karaoke (Palo Alto and Logroño)
Koldo García, Co Founder, The Mad Video (San Francisco)
Rebeca Minguela, Co Founder, Blink Booking (Madrid)
Carlos Polo, Founder & CEO, Doocuments (Bilbao)
Xabier Uribe-Etxebarria, Founder & CEO, Anboto (Palo Alto and Bilbao)
ESADEgeo’s Startup Lab
Start Up Spain IV: Entrepreneurship: For a Spain 3.0
17/12/2012
Amadeo Petitbò, Deputy Director, Fundación Rafael del Pino
Alfons Sauquet, Dean, ESADE Business School
Javier Santiso, Vicepresidente ,ESADEgeo
Vicente J. Montes, Deputy Director, Fundación Rafael del Pino
Luisa Alemany, Director, ESADE Entrepreneurship Institute, ESADE Business School
Pilar Manchón, CEO & Founder, Indisys
Marta Esteve, Founder, Rentalia, Co-Founder, Toprural
Elena Gómez del Pozuelo, Presidente, Adigital,Co-Founder, Womenalia (and 5 others startups)
Catalina Hoffmann, Ceo & Co-Founder Vitalia
Alicia Asín, Co-Founder & CEO, Libelium
María López, CEO, BitBrain Technologies
Noelia Amoedo, CEO, Mediasmart
Belén Barbero, Founder, BEBA´S CLOSET, Co-Founder, The Fab Shoes
Javier Agüera, CTO & Co-Founder, Geeksphone
Luis Iván Cuende, CEO, Asturix, Co-Founder, Holalabs
Pep Gómez, Founder and CEO, Fever
Albert Martí, CEO & Co-Founder, Bananity
Nieves Fernández, CEO & Founder, familiafacil.es
Óscar Pérez, Co-Founder, Medical Stay bcn
Ignacio Benito, CEO & Founder, Ingenium
ESADEgeo’s Startup Lab
Start Up Spain V: Entrepreneurship: For a Spain 3.0
18/04/2013
María del Pino, Presidenta, Fundación Rafael del Pino
Eugenia Bieto, Directora General, ESADE
Javier Santiso, Vicepresidente ,ESADEgeo
Vicente J. Montes, Deputy Director, Fundación Rafael del Pino
Luisa Alemany, Director, ESADE Entrepreneurship Institute, ESADE Business School
Marcelo Tejedor, chef de Casa Marcelo
Paco Roncero, director y jefe de Cocina del Casino de Madrid
Ramon Freixa, chef de Ramon Freixa Madrid
Manuel Domínguez, chef de Lúa
Federico González, CEO de NH Hoteles
Ignacio Pérez, fundador de Pyro Studios & Ilion Animated Studios y copresidente de ZED Group
Mauricio Prieto, cofundador de eDreams
Belén Barbero, Founder, BEBA´S CLOSET,
Cristina Garmendia, ex ministra de Ciencia e Innovación, partner de Ysios Capital
Anna Birulés, ex ministra de Ciencia y Tecnología y miembro del Consejo Profesional de ESADE
Senén Barro, ex rector de la Universidade de Santiago de Compostela y presidente de RedEmprendia
Javier López, director general de la Fundación Barrié
Tatiana López, fundadora y CEO de NANOGAP
Sindhu Joseph, cofundadora y CEO de Cognicor
Javier García, cofundador de Rive Techonology
Javier Ulecia, socio fundador de Bullnet Capital y vicepresidente de ASCRI
ESADEgeo´s Club España 20/20
Club España 20/20 is an informal group made up of leaders from state-owned and private
companies. 20 members reside in Spain, whilst the other 20 live abroad. Supported by ESADE,
these experts form a results-oriented action lab, whose role consists of suggesting actions and
specific reforms to contribute to Spain's international expansion.
Places: ESADE Headquarters
Cities: Madrid & Barcelona
Number of sessions: 6
Number of speakers: 65 C-level Spanish speakers and 65 C-level foreign speakers
ESADEgeo’s Globalisation Lab
Organised around internationally renowned speakers, ESADE Globalisation Lab is a private
forum for Spain's corporate and institutional economists who are interested in the challenges
posed by the global economy, emerging markets and applied economics in general.
The ESADE Globalisation Lab was founded by Professor Javier Santiso, who lectures in Economics in
ESADE Business School's Department of Economics and is the Academic Director of ESADEgeo. This
forum is a venue for global corporations interested in, or coming from, emerging markets. The first
ESADE Globalisation Lab was held in June 2010 with Standard & Poors rating agency economists
responsible for Latin America and based in New York.
ESADEgeo’s Globalisation Lab
¿Puede ser India una oportunidad para España?
23/10/2012
India se ha convertido en la última década en una de las economías emergentes más pujantes, con un
crecimiento poblacional anual estimado de 1.4 millones y una clase media en expansión similar a la
población total de los Estados Unidos.
En esta sesión, revisaremos el potencial de las relaciones económicas, industriales y comerciales entre
España y la India y cómo el fortalecimiento de las mismas puede ser trascendental para que España
pueda afrontar con mayor seguridad los desafíos que le aguardan en el nuevo orden mundial que se
está configurando.
También revisaremos qué papel puede jugar la diáspora india en nuestro país así como el rol de las
empresas y las escuelas de negocios a la hora de estrechar esta vinculación.
Javier Santiso, Vicepresidente, ESADEgeo
Antoni Basolas, Director de Estrategia y Desarrollo, Gas Natural Fenosa
Ramón M. Moreno, Director General, Casa Asia
Ram Bhavnani, Inversor indio y autor del libro “Los secretos para ganar dinero en la bolsa”
ESADEgeo’s Globalisation Lab
The giant economy we should know better
19/11/2012
China se ha convertido en una potencia económica y política de primer orden a lo largo de los últimos
años. Los organismos internacionales identificaron esta evolución sísmica haciéndole un hueco cada
vez más importante en sus órganos de decisión en el Fondo Monetario Internacional, o dándole
puestos claves, como el del recientemente sustituido economista jefe en el Banco Mundial.
En este contexto, abordaremos cuál es el rol que está desempeñando China dentro del orden
económico mundial y los retos que conlleva el liderazgo económico de China para los países OCDE.
Además, conoceremos las dificultades que deben superarse para que España pueda aprovechar este
crecimiento: tanto para invertir en China como para incrementar el comercio y la inversión con el
gigante asiático.
Javier Santiso, Vicepresidente, ESADEgeo
Julio Arias, Diplomático de la Unión Europea y autor del libro Naranjas de la China
Li Jun, Director general de ZTE en España y socio fundador de ESADE China Europe Club
Ivana Casaburi, Directora de ESADE China Europe Club y profesora de ESADE
ESADEgeo’s Globalisation Lab
¿Hacia dónde va América Latina?
05/12/2012
El manual The Oxford Handbook of Latin American Political Economy (editado por Javier Santiso
y Jeff Dayton-Johnson) adopta una perspectiva político-económica que permite explicar la
complejidad de la región latinoamericana. El enfoque de Albert O. Hirschman, sobre el que se
fundamenta el libro, no conoció los cambios acontecidos recientemente: dictaduras militares
que han dado paso a una consolidación democrática desigual y economías agrícolas y de
materias primas que se han transformado en economías diversificadas de renta media, y que
pueden calificarse como economías emergentes. La presente obra actualiza dicho enfoque a la
nueva realidad de la región.
Javier Santiso, Vicepresidente, ESADEgeo
Alfons Sauquet, Decano, SADE Business School
Luis Carranza, Ex-ministro de Economía y Finanzas de Perú
Christian Daude, Economista sénior y jefe de Americas Desk en la OCDE
Emilio Ontiveros, Presidente de Analistas Financieros Internacionales (Afi)
Jorge Sicilia, Economista jefe de BBVA Research
ESADEgeo’s Globalisation Lab
Las Multinacionales de los Mercados Emergentes:
¿Hacia un nuevo orden empresarial
14/02/2013
La eclosión de los mercados emergentes ha traído consigo la configuración de un nuevo orden
económico mundial. Dentro de este complejo proceso y a lo largo de la última década, un fenómeno ha
cobrado un especial protagonismo: el despegue de las Multilatinas y del resto de multinacionales
emergentes.
En el manual, los profesores Guillén y García-Canal examinan, a través del desarrollo de
multinacionales como la brasileña Embraer o la china Haier, las claves del éxito de las multinacionales
emergentes, así como las lecciones que se pueden extraer de este reparto de poder más globalizado.
Javier Santiso, Vicepresidente, ESADEgeo
Esteban García-Canal, Profesor de Management de la Universidad de Oviedo
Mauro Guillén, Profesor de Management de la Wharton School
ESADEgeo’s Publications
Javier Santiso
Vice-president, ESADEgeo
Teaching
Innovación, Entrepreneurship (Exec. Master in Digital Business MAD)-4h magistrales-15 marzo ‘13
Entorno Económico y Social (Exec. Master in Digital Business BCN)-5h magistrales-8 febrero ‘13
Entorno Económico y Social (Exec. Master in Digital Business MAD)-5h magistrales-15 marzo ‘13
Economía Internacional (EMBA BCN)-15h magistrales.2 marzo, 6 y 20 abril ’13
External lectures
VI Jornada Anual ESADE Alumni (2012, Madrid)
Congreso AECOC´12 Liderar en tiempos de incertidumbre: España 3.0 (2012, Barcelona)
XVIII Jornada Anual ESADE Alumni: América Latina 2.0: El auge de las multilatinas (2013, Barcelona)
Books & Reports
The Oxford Handbook of Latin American Political Economy, Javier Santiso & Dayton-Johnson (Eds.),
New York: Oxford University Press, 2012.
The Decade of Multilatinas, Cambridge, UK: Cambridge University Press, 2013.
Banking on Democracy, Cambridge, MA: MIT Press, 2013.
Informe Fondos Soberanos 2012, Javier Santiso (Ed.), Invest in Spain/ICEX, KPMG y ESADE Business School,
2012.
ESADEgeo’s Publications
Javier Santiso
Vice-president, ESADEgeo
Book´s chapters and published papers
“Are sovereign wealth funds substantially different in their investment choices from other types of
institutional investor?” (with Rolando Avendaño) at Sovereign Investment: Concerns and Policy Reactions,
K. Sauvant, L. Sachs & W. Schmit (Eds.), New York: Oxford University Press, 2012.
“Los nuevos Argonautas”, Economía Exterior, Nº 62, Estudios de Política Exterior, 2012.
Opinion Articles
“Emprender,” América Economía, November 2, 2012.
“Con amor desde España”, El País, November 4,2012.
“El efecto Guggenheim”, La Vanguardia, November 18 , 2012.
“Un eldorado empresarial”, Valor Económico, November 20, 2012.
“¿España en el Olimpo de los Inversores?”, El País, December 2, 2012.
“Emprender para buscar soluciones”, El País, December 19, 2012.
“(Des) marca España”, El País, January 6, 2013.
ESADEgeo’s Publications
Javier Santiso
Vice-president, ESADEgeo
Opinion Articles
“América Latina: ¿Un El Dorado empresarial para España y Europa?”, La Vanguardia, January 13, 2013.
“The Imperative of the Emerging Markets”, Atlas de Marcas, May 27,2013.
“España 3.0”, Cinco Días, May 30, 2013.
Javier Capapé
Research Assistant
Book ´s chapters
"Sovereign Wealth Funds and Africa" at ESADEgeo Sovereign Wealth Fund Report 2012. Javier Santiso
(Ed.) 2012. Madrid: ICEX-KPMG-ESADE.
“Sovereign Wealth Funds and Infrastructure” (with Tomás Guerrero) at ESADEgeo Sovereign Wealth
Fund Report 2013. Javier Santiso (Ed.) (forthcoming). Madrid: ICEX-KPMG-ESADE.
"Los grandes inversores públicos emergentes: SOEs y SWFs. Operaciones en España" (with Adrián
Blanco), (forthcoming) Información Comercial Española.
ESADEgeo’s Publications
Javier Capapé
Research Assistant
Working Papers
“Sovereign Wealth Funds: The perfect strangers” (with Ruth Aguilera and Javier Santiso), College of
Business Working Papers, University of Illinois at Urbana-Champaign, IL (send to Academy of
Management Perspectives) and ESADEgeo Working Paper (forthcoming).
“More layers than an onion: Looking for a definition of Sovereign Wealth Fund” (with Tomás
Guerrero), The Fletcher School Sovereign Wealth Fund Initiative Working Paper, Tufts University,
Boston, MA (forthcoming Summer Bulletin, July 2013).
Opinion Articles
“40 medidas para crear empresas”, (featured at El Mundo, June 4, 2012)
"Fondos soberanos y emergentes: ¿Qué nos perdemos?", Expansión, November 14, 2012
"Informe Fondos Soberanos 2012", Cierre de Mercados, Intereconomía Radio, November 29, 2012
"Made in Latinoamérica", Idearium, El País (.com), December 3, 2012
"Los fondos soberanos nadan contra la corriente", Expansión, December 29, 2012
“Capitalismo de estado: ¿alternativa o transición?”, Idearium, El País (.com), May 20, 2013
“El fondo soberano chino supera en tamaño al noruego”, (featured at Expansión, June 4, 2013)
ESADEgeo’s Publications
Javier Capapé
Research Assistant
Visiting Scholar
Department of Business Administration, College of Business, University of Illinois at UrbanaChampaign. (Supervised by Ruth Aguilera). Jan-May, 2013.
Short scholar visits (2 weeks) at Harvard Business School, Harvard University, Boston, MA (supervised
by Aldo Musacchio) and The Fletcher School, Tufts University, Medford, MA (supervised by Patrick
Schena)
Tomás Guerrero
Research Assistant
Book ´s chapters and published papers
“Violencia guerrillera y crecimiento económico: Revisión de la literatura e índices de violencia a nivel
departamental (1988-2005)” at Coyuntura Económica, Vol. XLII, No. 2, Diciembre 2012, pp. 189-229.
Fedesarrollo, Bogotá-Colombia
“Sovereign Wealth Funds and Infrastructure” (with Javier Capapé) at ESADEgeo Sovereign Wealth Fund
Report 2013. Javier Santiso (Ed.) (forthcoming). Madrid: ICEX-KPMG-ESADE.
“Frontier Markets: “Old friends, new rules” (forthcoming), The World Financial Review
ESADEgeo’s Publications
Tomás Guerrero
Research Assistant
Working Papers
“Violencia guerrillera y productividad total de los factores: Un ejercicio de contabilidad del crecimiento
económico para los departamentos colombianos (1988-2005), ESADEgeo Working Paper No. 11,
November 2012.
“More layers than an onion: Looking for a definition of Sovereign Wealth Fund” (with Tomás
Guerrero), The Fletcher School Sovereign Wealth Fund Initiative Working Paper, Tufts University,
Boston, MA (forthcoming Summer Bulletin, July 2013).
Position Paper
“Frontier Markets: A world of Opportunities”, ESADEgeo Position Paper No. 30, March 2013
“2013 Economic trends” (with Adrián Blanco), (forthcoming), ESADEgeo Position Papers
Opinion Articles
“Más allá de los BRICS: los mercados frontera”, Cinco Días, February 2013
“Los mercados frontera: ¿Una oportunidad para España?", Idearium, El País (.com), May 13, 2013
ESADEgeo’s Publications
Ruth Aguilera
Non-Residential Fellow
Working Papers
“Sovereign Wealth Funds: The perfect strangers” (with Ruth Aguilera and Javier Santiso), College of
Business Working Papers, University of Illinois at Urbana-Champaign, IL (send to Academy of
Management Perspectives) and ESADEgeo Working Paper (forthcoming).
Victoria Barbary
Non-Residential Fellow
Book ´s chapters
“Sovereign wealth fund investment behaviour“ at ESADEgeo Sovereign Wealth Fund Report 2012. Javier
Santiso (Ed.) 2012. Madrid: ICEX-KPMG-ESADE.
ESADEgeo’s Publications
Christopher Balding
Non-Residential Fellow
Book ´s chapters
“Sunken treasure: Brazil, deepwater oil, and Brazil´s sovereign wealth fund“ (with Ellen Campbell)
at ESADEgeo Sovereign Wealth Fund Report 2012. Javier Santiso (Ed.) 2012. Madrid: ICEX-KPMGESADE.
Working Papers
“Sovereign Risk, Elections and Contagion”, ESADEgeo Working Paper No. 12, January 2013
“Corporate Tax Rates and Trade in OECD Countries: Asymmetric Trade Estimator in Modified Gravity”
ESADEgeo Working Paper No. 13, April 2013
Jorge Blazquez
Non-Residential Fellow
“Why Western Nations Need an Active Industrial Policy: An Analysis of Deindustrialization and
External Imbalances” ESADEgeo Working Paper No. 11, May 2013
ESADEgeo – Global Economy

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