2nd annual ETFGI Global ETFs Insights Summit - Latin America

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Virtual event

Virtual Event

Register to join the discussions at our 2nd annual virtual ETFGI Global ETFs Insights Summit - Latin America.

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.  

Drivers of growth in the use of ETFs include: a growing middle class, desire to diversity investments, increase in pension savings and the use of third-party investment products by pension funds and insurance companies and changing regulatory landscape.

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 Costa Rica.

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

 

 

2020 Agenda 

8:15-9:00 AM

Registration, Exhibit Hall & Networking

9:00-9:10 AM

Welcome and Introduction to ETF Landscape in Latin America

9:15-9:35 AM

Update on the Regulatory Framework for Offering US-domiciled and UCITS ETFs in Latin America

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Laura E. Flores, Partner, Morgan, Lewis & Bockius LLP
• Ethan W. Johnson, Partner, Morgan, Lewis & Bockius LLP

9:40-10:00 AM

Global Macro Outlook

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Vincent Deluard, Director, Global Macro Strategist, StoneX Group Inc

10:05-10:35 AM

How Investors Use and Select ETFs

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Yousef Abbasi, Global Market Strategist, StoneX Group Inc
• Adriana Rangel, Business Development Executive, Vanguard
• Laure Peyranne Rovet, Head of Iberia, LatAm & US Offshore ETF Business Development, Invesco
• Nicolas Fragneau, Head of ETF product specialists, Amundi
• Olga De Tapia, Global Head of ETF Sales, HSBC Global Asset Management

10:35-11:05 AM

Overview of the ETF Landscape in Mexico

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Roberto Gonzalez Barrera, CEO of Indeval, Grupo BMV  
• Eduardo Flores Herrera, Partner, Creel
• Olga De Tapia, Global Head of ETF Sales, HSBC Global Asset Management

11:10-11:40 AM

Overview of the ETF Landscape in Chile

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Felipe Cousiño, Partner, Alessandri
• Heinz Volquarts, Head of Americas International, State Street Global Advisors SPDR ETFs

11:40-12:00 PM

Overview of the ETF Landscape in Peru

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Diego Carrión, Partner, Hernández & Cía. Abogados
• Luciana Teply, Deputy Head of Institutional Distribution, LarrainVial
• Joswilb Vega Ugarte, Head of Research, Profuturo AFP
• Miguel Angel Zapatero, Deputy CEO, Lima Stock Exchange

12:00-12:30 PM

Exhibit Hall & Networking

12:30-12:50 PM

Overview of the ETF Landscape in Colombia

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Andrés Lozano Umana, CIO, Colfondos
• Luis Gabriel Morcillo, Partner, Brigard Urrutia
• Andres Olave, Director, Institutional Sales, BlackRock

12:55-1:25 PM

Overview of the ETF Landscape in Brazil

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Alexei Bonamin, Head of the Capital Markets Group, TozziniFreire Advogados
• Nicolas Gomez, Managing Director, Head of Latin America ETF and Index Investments & Head of Latin America      Product, BlackRock
• Marcos Skistymas, CFA, Head of Products – Equities and FIC, B3
• Renato Eid Tucci, Head of Beta Strategies & ESG Integration, Itaú Asset Management

1:30-1:50 PM

Overview of the ETF Landscape in Costa Rica

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Antonio Mirambell, Wealth Planner, Prival Bank
• Manuel A. González Sanz, Partner, Facio & Cañas

1:55-2:25 PM

A Discussion on Best Practices for Latin America When Trading US Listed and European UCITS ETFs

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Michael Barrer, Associate Director of Capital Markets, WisdomTree Asset Management
• Pasquale Capasso, Head of Southern Europe & LatAm ETF Capital Markets, Invesco
• Miguel Ruiz, ETF Sales & Trading, Jane Street
• Allan Stewart, Vice President, ETF Sales and Relationship Management, Clearstream Banking S.A. Luxembourg

2:25-2:30 PM

Closing Remarks

Deborah Fuhr, Managing Partner, Founder, ETFGI

2:30-3:00 PM

Exhibit Hall & Networking Open Discussion

 

More speakers details - here