In person
Join us for our 5th Annual ETFGI Global ETFs Insights Summits Latin America - on 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, and virtual sessions on May 29th.
Register now to join us!
The Summit is designed to facilitate a substantive and in-depth discussion on the market structure, regulatory, trading, and technological developments impacting the use of and opportunity for local, US domiciled and UCITS ETFs by various types of investors in Latin America.
The event is aimed at ETF issuers, brokerage firms and others in the ETF ecosystem globally that are interested in understanding how to tap into the growing interest in ETFs in Latin America.
Panels will discuss the current and future use of ETFs by various types of investors and the regulatory requirements for local ETFs, US domiciled and UCITS ETFs to be marketed, sold and bought in Mexico, Brazil, Chile, Colombia, Peru, Uruguay and Argentina.
In person speakers include:
Virtual speakers include:
📍 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 and Women in ETFs
*times listed are CST
DAY 1
Event Starts at 10.30am
Registration & Networking Coffee
Welcoming Remarks
Deborah Fuhr, Managing Partner, Founder, ETFGI
Understanding ETF Listings 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
UCITS ETFs in Latin America – The Growth Story So Far, Future Challenges and Opportunities
Moderator: Mohamed M'Rabti, Chief Commercial Officer FMCs, Euroclear
Pablo Bernal, CFA, Head of Wealth Management Sales, Latin America, Vanguard
Luis Garcia, Head of Mexico Wealth Business, BlackRock
Olivier Paquier, Global Head of ETF Sales, AXA Investment Managers
Sebastian Rey Ortega, Head Trader, GBM
Networking Coffee Break
Trading of ETFs – Best Practices When Trading Local, US, and UCITS ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Alejandro Betancourt Gaona, Director de Arbitraje Internacional y Market Making, Finamex
Reginald M. Browne, Principal, Global Trading Systems "GTS"
Vicente Cabrera, ETF Sales & Trading, Jane Street
Ryan Szakacs, Managing Director, Head of ETF Capital Markets group, J.P. Morgan Asset Management
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
Networking Lunch
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
Fireside Chat
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Luis Berruga, previously the CEO, Global X
Trends in the Global ETFs Industry from ETFGI’s Research
Deborah Fuhr, Managing Partner, Founder, ETFGI
Drinks Reception
Hosted by CFA Society of Mexico and Women in ETFs
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
Event Ends at 6:30pm
📍May 29 - Virtual panel discussions
DAY 2
How Investors are Using ETFs in Peru
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Eduardo Vega, Partner, Payet Rey Cauvi Perez Abogados
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
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
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 deborah.fuhr@etfgi.com and margareta.hricova@etfgi.com.
Last year's Conference Brochure