2025 Portugal Capital Markets Day Conference

“Portugal as a Prime Investment Destination: Infrastructure & Innovation at the Core”

This exclusive International Conference will highlight Portugal’s dynamic Innovation ecosystem and advanced Infrastructure, showcasing their role in fostering investment across diverse sectors.

To this end, AEM and Euronext Lisbon asked the Católica Lisbon School of Business & Economics, a European top 30 Business school and the Portuguese reference school in management research, to produce the exclusive Report “Innovation & Infrastructure: Connecting Portugal with the future”, regarding Portugal’s Investment Advantages, which will be presented during the conference.

Join industry leaders, investors, and policymakers to explore why Portugal stands out as a prime investment destination.

Engage with a distinguished line-up of speakers, experts, business leaders, and government representatives for a deep dive into Portugal’s evolving economic landscape and outstanding entrepreneurial opportunities

Gain expert insights into the main structural trends shaping the economy and discover how the country’s strengths in two transversal competitive factors, Innovation and Infrastructure, drive growth, job creation, and technological progress.

Where

CULTURGEST

CULTURGEST

Rua Arco do Cego, 50
1000–300 Lisboa

Programme

14h00 – 14h30

Registration and Networking

14h30 – 14h45

Setting the Stage for this Conference

Speaker: Miguel Athayde Marques, Chairman, AEM (Portuguese Issuers Association)
Speaker: Isabel Ucha, CEO, Euronext Lisbon

14h45 – 15h00

“How is innovation reshaping business in Portugal?”

Key Guest Speaker: Prime Minister of Portugal, Luís Montenegro

15h00 – 15h30

Presentation of the report “Innovation and Infrastructures: connecting Portugal with the Future”

Speaker: Filipe Santos, Professor, Dean, Católica Lisbon School of Business & Economics,
Coordinator of the Report “Innovation and Infrastructures: connecting Portugal with the Future”

You are invited to explore Portugal’s Investment Advantages.
Join us for an in-depth look at how Portugal’s strong innovation ecosystem and modern infrastructure creates a prime environment for investment across sectors.
With a highly developed transport, energy, and telecommunications network, Portugal offers seamless connectivity and efficiency.
Discover the country’s exceptional talent pool, a growing asset in its dynamic economy, and learn how a culture of innovation, pro-business policies, a thriving startup scene, and close collaboration with academia are driving innovation and long-term growth.

15h30 – 16h00

Fireside Chat
“Portuguese Capital Markets: Financing Innovation and Infrastructure – The View of the Regulator”

Guest Speaker: Luis Laginha de Sousa, Chair, Portuguese Securities Market Commission (CMVM – Comissão do Mercado de Valores Mobiliários) 

Moderator: Abel Sequeira Ferreira, Executive Director, AEM (Portuguese Issuers Association) 

Beyond its sophisticated physical framework, Portugal benefits from sophisticated financial, insurance, healthcare and retail sectors, creating a well-rounded business environment.
The country’s strategic location, provides direct access to European and global markets, reinforcing Portugal’s position as a prime destination for large-scale investments and complex business operations.

16h00 – 16h30

Coffee-Break

16h30 – 17h10

Roundtable I
“Unlocking opportunities: Innovation, physical infrastructures and industrial projects”

Speaker: António Coutinho, CEO, EDP Inovação
Speaker: João Bento, CEO, CTT – Correios de Portugal
Speaker: João Conceição, COO, REN – Redes Energéticas Nacionais 

Moderator: Isabel Ucha, CEO, Euronext Lisbon   

Portugal is a rising Innovation and Talent Hub and has a strong Foundation for Investment.
Backed by world-class universities and cutting-edge R&D centers, Portugal is quietly advancing its global competitive positioning through innovation and delivering new products and services.
A highly skilled workforce, strong STEM participation, and the ability to attract global talent are reshaping Portugal’s talent landscape and driving growth in tech and advanced manufacturing, while Infrastructure provides the necessary tangible foundation for economic activities.
Portugal boasts a modern and efficient infrastructure network, spanning transportation, energy, and telecommunications, that ensures seamless business operations. 

17h10 – 17h50

Roundtable II
“Is Portugal doing right about (de)Regulation”

Speaker: Paul Mihailovitch, Managing Director and Head of Southern Europe ECM, J.P. MORGAN 
Speaker: Paula Gomes Freire, CEO, VdA – Vieira de Almeida
Speaker: Nuno Martins, Capital Markets and Accounting Advisory Services Partner, PwC
Speaker: Américo Carola, Head of Millennium Investment Banking, Millennium bcp

Moderator: Carlos Robalo Freire, CEO, AON Portugal

Portugal may help drive effective Reforms for Growth and Innovation in Europe.
There is a growing global push to reduce regulatory barriers in order to stimulate economic activity.
Motivated by competitiveness concerns, as highlighted in reports like those from Draghi and Letta, and driven by the ambition to accelerate growth, several governments and institutions are advocating for a more liberalized economic environment one that promises faster growth, lower prices, and increased innovation.
This session will address the critical question: How can reforms be bold enough to make a significant impact while remaining coherent and sustainable for long-term success? We will explore how to balance the desire for rapid progress with the need for carefully structured, effective policies that ensure lasting economic benefits.

17h50 – 18h10

“Europe: a new landscape for companies?”

Speaker: Miguel Athayde Marques, Chairman, AEM

18h10  

End of Event

Speakers

Coming soon

Organisers & Partners

AEM – The Portuguese Issuers Association is a non-profit organization that advocates for Portuguese companies to Portuguese, European, and international institutions.  
AEM is dedicated to fostering the successful and sustainable development of the Portuguese capital markets, positioning it as a vital funding source for companies and a key driver of their competitiveness and Portugal’s economic growth. 
AEM represents all issuing corporations and groups listed on the Lisbon Stock Exchange Index PSI, as well as the majority of issuing companies on the PSI General.  
As the voice of Portuguese issuers and listed companies, AEM strives to create an environment where the full potential value of its members can be realized, significantly benefiting the Portuguese economy. 

www.emitentes.pt 

Euronext is the leading pan-European market infrastructure. It operates regulated exchanges in Belgium, France, Ireland, Italy, the Netherlands, Norway and Portugal. With more than 1,900 listed issuers and around €7.1 trillion in market capitalisation as of end March 2024, it has an unmatched blue-chip franchise and a strong diverse domestic and international client base. Euronext operates regulated and transparent equity and derivatives markets, one of Europe’s leading electronic fixed income trading markets and is the largest centre for debt and funds listings in the world. Its total product offering includes Equities, FX, Exchange Traded Funds, Warrants & Certificates, Bonds, Derivatives, Commodities and Indices. The Group provides a multi-asset clearing house through Euronext Clearing, and custody and settlement services through Euronext Securities central securities depositories in Denmark, Italy, Norway and Portugal. Euronext also leverages its expertise in running markets by providing technology and managed services to third parties.  

www.euronext.com 

Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120 countries and sovereignties with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.  

www.aon.com 

Vieira de Almeida (VdA) is a leading international law firm with more than 40 years of history, recognised for its impressive track record and innovative approach in corporate legal services. The excellence of its highly specialised legal services covering several industries and practice areas enables VdA to overcome the increasingly complex challenges faced by its clients. The firm offers robust solutions grounded in consistent standards of excellence, ethics and professionalism. 

VdA has been recognised for its outstanding and innovative services, having received the most prestigious international accolades and awards of the legal industry. Through VdA Legal Partners network, clients have access to a team of 330 lawyers across 7 jurisdictions, who deliver consistent quality of service and sectorial coverage in Portuguese-speaking African countries, including Angola, Mozambique, Cape Verde, and São Tomé and Príncipe, as well as in Timor-Leste. 

www.vda.pt 

PwC firms help organisations and individuals create the value they’re looking for. PwC is a network of firms in 149 countries with more than 370,000 people who are committed to delivering quality in assurance, advisory, tax and legal services.

PwC offices, located in Portugal, Angola, Cape Verde and Mozambique, have more than 70 partners, with a total of more than 2,900 permanent employees spread across Lisbon, OPorto, Coimbra, Funchal, Luanda, Cidade da Praia and Maputo.

www.pwc.pt 

There is a dynamic world of equity and debt issuances within the Portuguese framework, with new opportunities and ground-breaking financing solutions making their way.
The Portuguese market has successfully used innovative tools like collective investment entities and investment platforms, green bonds and ESG-driven concepts, and various types of structured finance transactions.
This session will focus on the seamless synergy between regulatory frameworks, market dynamics, and the strategic landscape of Portugal.

Portugal has risen as a captivating tourism destination, offering a tapestry of experiences that blend rich history, diverse landscapes, and warm and genuine hospitality.
Portugal entices visitors with a unique blend of cultural authenticity and contemporary allure.
Over the years, the tourism landscape has undergone transformative changes, reflecting the nation’s commitment to sustainability, innovation, and resilience.
This panel will delve into the enduring competitive advantages of Portugal going forward: the innovative and diversified service offerings, expansion opportunities, and the sustainable financing models.

The private health industry has experienced remarkable growth, tripling in size over the last 15 years.
Portugal stands out for its provision of high-quality hospital services, increasingly sought after by both domestic and international patients.
Explore how thriving innovative companies in hospital services and pharmaceutical products are growing their businesses.
Discover insights into the future of public-private ventures, senior care services, tech-driven business advancements, and the potential of consolidation opportunities for further growth also brought by a multitude of smaller providers.

Portugal´s steadfast commitment and achievements in sustainability and green energy distinguishes it as a forward-thinking investment destination.
Many listed companies in this sector stand as global leaders, boasting an expanding international presence, cutting edge business models, and sophisticated financing strategies.
Understand how this dynamic landscape extends beyond industry blue chips to encompass a vibrant ecosystem of smaller service providers, offering opportunities for growth and consolidation.

Today, Portugal stands as a beacon of opportunity, boasting a unique blend of economic resilience, strategic location, and a rich cultural heritage.
With a steadily growing economy, fiscal stability, and a firm commitment to innovation, Portugal offers an enticing environment for investment.
Through successful diversification efforts, the country has successfully reduced its reliance on traditional sectors, by embracing technology, start-ups, and renewable energy.
Explore how this economic transformation is supported by a robust policy framework designed to nurture innovation, foster entrepreneurship, and promote international trade.
Discover why Portugal has become a magnet for foreign direct investment (FDI), which speaks volumes about its economic vitality and the confidence it inspires in global investors.

The Portuguese capital market needs to undergo significant transformations, to make it a focal point for investors seeking new and profitable opportunities.

This session will focus on the key factors, regulatory reforms, economic policies, and strategies needed to propel Portugal’s capital market forward.

The Portuguese capital market needs to undergo significant transformations, to make it a focal point for investors seeking new and profitable opportunities.

This session will focus on the key factors, regulatory reforms, economic policies, and strategies needed to propel Portugal’s capital market forward.