2nd annual ETFGI Global ETFs Insights Summit

14 April 2021 to 15 April 2021

Virtual event

Virtual Event

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 designed for 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.

Attendees will have the opportunity to see and hear speakers via live video and audio of the keynote and panel discussions with audience Q&A, visit virtual event booths where they can meet and speak with our sponsors, attend virtual happy hours and join virtual networking sessions.

If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.

CPD educational credits are offered to buy side institutional investors, financial advisors, and RIAs

April 14, 2021

*Please note that all times listed are Eastern Daylight Time.

8:30am - 9:10am	Registration, Exhibit Hall & Networking

9:10am - 9:15am	Welcome & Opening Remarks

9:15am - 9:45am	Global Macro Outlook Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Panellist: Chen Zhao, Co-Founder & Chief Strategist, Alpine Macro

9:45am - 10:15am	Overview of ESG, Thematic and Global Trends in the ETF Industry Global ETF industry has record: assets $8.3 trillion and net inflows of $222 billion Regulatory changes support the popularity of ESG, Thematic, Active and Bitcoin ETFs Increasing use of UCITs and US domiciled investments Speaker: Deborah Fuhr, Managing Partner, Founder, ETFGI

10:15am - 10:45am	Trends in the Use of ETFs in LATAM Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Panellists: Salvador Gomez, Head of ETF Sales Latin America & US Offshore, DWS Juan Hernandez, Head of Latin America, Vanguard - Mexico

10:45am – 11:15am	Overview of the ETF Landscape in Chile Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Panellists: Felipe Cousiño, Partner, Alessandri Ronald Tichauer, Investments and Projects, Fintual

11:15am – 11:30am	Networking Break

11:30am - 12:00pm	Overview of the ETF Landscape in Mexico Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Panellists: Eduardo Flores Herrera, Partner, Creel Juan Manuel Olivo, Director of Promotion and Issuers, Mexican Stock Exchange

12:00pm - 12:30pm	Overview of the ETF Landscape in Colombia Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Panellists: Nicolas Garavito, Senior Portfolio Specialist, Skandia Colombia Federico Torres, SVP, Head of Latin American Sales, Global X ETFs

12:30pm – 12:40pm	Assessing the Opportunity for ETFs in Uruguay Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Panellist: Nicolás Piaggio, Partner, Guyer & Regules

12:40pm – 12:50pm	Assessing the Opportunity for ETFs in Argentina Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Panellists: Tomas Allende, Partner, Beccar Varela Felipe Videla, Senior Associate, Beccar Varela

12:50 – 1:10pm	Investing in Digital Currencies Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Panellist: Fred Pye, Chairman & CEO, 3iQ Corp.

1:10pm – 2:30pm	Exhibit Hall & Networking Open Discussion

April 15, 2021

*Please note that all times listed are Eastern Daylight Time.

8:30am – 8:55am	Registration, Exhibit Hall & Networking

8:55am - 9:00am	Welcome & Opening Remarks

09:00am - 09:40am	Overview of the ETF Landscape in Peru Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Panellists: Melvin Escudero, CEO, El Dorado Asset Management Fernando Manrique, Investment Manager – Head of Bottom Up Analysis and Public Markets, AFP Integra Antonio Risso, Managing Director of Investment Advisory and Financial Planning, Credicorp Capital Francis Stenning, CEO, Bolsa de Valores de Lima

09:40am - 10:10am	Overview of the ETF and BDR Landscape in Brazil Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Panellists: Alexei Bonamin, Head of the Capital Markets Group, TozziniFreire Advogados Christopher D. Christian, Partner, Dechert LLP Felipe Gonçalves, CFA, Head of Interest Rates Products, B3

10:10am – 10:45am	Best Practices when Trading US Listed and European UCITS ETFs Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Panellists: Pasquale Capasso, Head of Southern Europe & LatAm ETF Capital Markets, Invesco Dean Kordalis, Managing Director of National Multi-Asset Sales, StoneX Kawtar Mouadine, ETF Capital Markets Specialist, Lyxor Asset Management

10:45am – 10:55am	Networking Break

10:55am – 11:25am	Sustainable Finance and ESG regulations in the US and Europe Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Panellists: Amy C. McDonald, Associate, Morgan, Lewis & Bockius LLP Rick Redding, CEO, Index Industry Association William Yonge, Partner, Morgan, Lewis & Bockius LLP

11:25am - 12:00pm	How are Investors Integrating ESG into their Equity and Fixed Income Portfolios Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Panellists: Laure Peyranne Rovet, Head of Iberia, LatAm & US Offshore ETF Business Development, Invesco Adriana Rangel, Head of Institutional Business Development, Vanguard International – LATAM Olga De Tapia, Global Head of ETFs Sales, HSBC Asset Management

12:00pm – 12:10pm	Networking Break

12:10pm – 12:40pm	Evolution of Thematic ETFs Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Panellists: Sylvia Jablonski, Chief Investment Officer, Defiance ETFs Jon Maier, Chief Investment Officer, Global X ETFs

12:40pm – 1:10pm	Women in ETFs: The Case for Diversity Moderator: John Jacobs, Executive Director, Center for Financial Markets and Policy, McDonough School of Business, Georgetown University Panellists: Alicia Arias, Vice President, BlackRock Diana van Maasdijk, Co-Founder & Executive Director, Equileap Marimar Torreblanca, Partner, Miranda Partners



1:10pm – 1:40pm	Understanding Bitcoin and Bitcoin ETFs Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Panellists: Matthew Goddard, Managing Director, Head of Canadian ETFs and Futures, Head of Data Cognition Team, BMO Capital Markets Som Seif, Founder & CEO, Purpose Investments

1:40pm - 1:45pm	Closing Remarks Deborah Fuhr, Managing Partner, Founder, ETFGI

1:45pm - 2:30pm	Exhibit Hall & Networking Open Discussion

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2nd annual ETFGI Global ETFs Insights Summit - Latin America

Last year's Conference Brochure