3rd annual ETFGI Global ETFs Insights Summit - Latin America

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Virtual event

Virtual Event

Register to join the discussions at our 3rd 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.  

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

 

Last year's brochure

 

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