📍May 28th – from 10:30am – 6:30pm including a networking lunch and networking drinks reception at Bolsa Mexicana de Valores in Mexico City in partnership with CFA Society Mexico, Mujeres en Finanzas and Women in ETFs
📍May 29th – Virtual panel discussions
🆓 Free registration for buy side institutional investors and financial advisors Register now
🎧 All sessions are recorded, you will receive links to all sessions after the event
📚 CPD educational credits
AGENDA
📍May 28 – Bolsa Mexicana de Valores in Mexico City in partnership with CFA Society Mexico, Mujeres en Finanzas México and Women in ETFs
*times listed are CST
DAY 1
10.30am – 10.45am Registration & Networking Coffee
10.45am – 10.55am Welcoming Remarks
Deborah Fuhr, Managing Partner, Founder, ETFGI
10.55am – 11.35am Understanding the ETFs listed in Mexico
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Adolfo Espinoza, Vice President – Index Research, MSCI
Eduardo Flores, Partner, White & Case
Juan Manuel Olivo Tirado, Director of Promotion and Issuers, Mexican Stock Exchange
Luis Ángel Rodríguez Amestoy, Asset Management – CEO México, BBVA
11.35am – 12.15pm UCITS ETFs in Latin America – The Growth Story So Far, Future Challenges and Opportunities
Moderator: Mo M’Rabti, Chief Commercial Officer FMCs, Euroclear SA/NV
Pablo Bernal, CFA, Head of Wealth Management Sales, Latin America, Vanguard
Luis Garcia, Head of Mexico Wealth Business, BlackRock
Alejandro Moctezuma, Sales Trader, GBM
Olivier Paquier, Global Head of ETF Sales, AXA Investment Managers
12.15pm – 12.35pm Networking Coffee Break
12.35pm – 1.15pm Trading of ETFs – Best Practices When Trading Local, US, and UCITS ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Alejandro Betancourt Gaona, Director de Market Making y Arbitraje Internacional, Finamex
Vicente Cabrera, ETF Sales & Trading, Jane Street
Arturo Llorente, Equity Sales Trading, Citi Mexico
Ryan Szakacs, Managing Director, Head of ETF Capital Markets group, J.P. Morgan Asset Management
1.15pm – 2.00pm ETFs Update on the Use of ETFs in Chile, Colombia and Peru
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Felipe Cousino, Partner, Alessandri Attorneys at Law
Luis Gabriel Morcillo, Partner, Brigard Urrutia Abogados
April Reppy Suydam, Head of Latin America Sales & Distribution, First Trust
2.00pm – 3.15pm Networking Lunch
3.15pm – 4.00pm Trends in the Use of ETFs in Mexico
Moderator: Juan Hernandez, Head of Latin America, Vanguard
Laura Herrera, CFA, CAIA, CIO, LaFirma Capital
Omar Morales Gómez, CFA, Chief Investment Officer, Tec de Monterrey
Fernando Rodríguez, CFA., Director de Inversiones, Afore Profuturo
4.00pm – 4.25pm Reggie Browne Aka “The Godfather of ETFs” Shares Lessons Learned and Outlook for the ETFs Industry
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Reginald M. Browne, Principal, Global Trading Systems
4.25pm – 4.55pm Trends in the Global ETFs Industry from ETFGI’s Research
Deborah Fuhr, Managing Partner, Founder, ETFGI
4.55pm – 5pm Closing Remarks
5.00pm Networking Drinks Reception
In Partnership with CFA Society of Mexico, Mujeres en Finanzas México and Women in ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Alicia Arias, CFA, Head Advisors GBM & cofounder, Mujeres en Finanzas México
Adriana Rangel, Head of Institutional Business Development, Vanguard International – LATAM & Co-founder Mujeres en Finanzas
Guillermina Pagaza, Executive Director, CFA Society Mexico
April Reppy Suydam, Head of Latin America Sales & Distribution, First Trust
📍May 29 – Virtual panel discussions start at 10am CST
DAY 2
How Investors are Using ETFs in Peru
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
José Manuel Abastos, Partner, Hernández & Cía.
Miguel A. Zapatero, CEO of Lima Stock Exchange and Head of Clients, nuam exchange
How Investors are Using ETFs in Colombia
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Diego Galvan, PM, Head Trader Latam, Global X ETFs
Diego Mora, Managing Director, BlackRock
Trends in the ETFs and Mutual Fund Industry in Brazil
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Alexei Bonamin, Partner, TozziniFreire Advogados
Bruno Stein, Head of Product Development, Safra Asset Management
How Investors are Using ETFs in Argentina
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Felipe Videla, Partner, Beccar Varela
How US Offshore Investors are Using ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Ethan Johnson, Partner, Morgan Lewis
Mirko Joldzic, Head of Investment Solutions, Insigneo
Assessing the Opportunity for ETFs in Uruguay
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Nicolás Piaggio, Partner, Guyer & Regules
ETFs and their Role in the Sustainable Development Agenda – Innovative Perspectives by the Inter-American Development Bank
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Anderson Silva, Division Chief, Connectivity, Markets and Finance, Inter-American Development Bank
If you can’t attend on the day, register anyway and you’ll receive recordings of all the sessions.
You can also register to attend our upcoming events:
5th Annual ETFGI Global ETFs Insights Summit – Latin America – May 28th at Bolsa Mexicana de Valores in Mexico City and virtual on May 29th Register
5th Annual ETFGI Global ETFs Insights Summit – Asia Pacific – September 11th at Centricity – Concentric in Hong Kong and virtual on September 12th Register
5th Annual ETFGI Global ETFs Insights Summit – U.S. – October 29th at The Yale Club in New York City Register
6th Annual ETFGI Global ETFs Insights Summit – Canada – November 27th at Borden Ladner Gervais’s office in Toronto Register
ETFGI (www.ETFGI.com) has for over 12 years offered a database and factsheets for all ETFs and ETPs listed globally, published monthly research reports covering trends in the global ETFs ecosystem, provided consulting services and educational events.
If you are interested in sponsoring or speaking at any of our upcoming events or have any questions, please contact us [email protected] and [email protected].
Last year’s Conference Brochure
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Publish date : 2024-03-21 15:58:49
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