In person
We are excited to announce that our 6th Annual ETFGI Global ETFs Insights Summit - Latin America will take place on May 21st in Mexico City at Bolsa Institucional de Valores (BIVA) and virtual sessions will be held on May 22nd.
The event will begin with an Opening Bell Ringing Ceremony from 7:15 AM on May 21st at the Bolsa Institucional de Valores (BIVA), marking the start of the summit, 8:30 AM event registration followed by a full day of panel discussions featuring industry leaders, and a networking drinks reception reception from 3:00 - 5:00 PM CST. Virtual session will be held on May 22nd.
The summit is designed to be an educational event fostering discussions on the due diligence, selection, and trading of local, US and UCITS ETFs by financial advisors and institutional investors in Mexico, Chile, Peru, Colombia, Brazil and Argentina. Hear from industry leaders from ETF issuers, regulators, investors, exchanges, and trading firms who will share insights on product development, regulations, trading practices, and technological advancements shaping ETF innovation and usage.
Secure your spot now to be part of this landmark event! Register now to join us!
Speakers will include:
AGENDA - Day 1
📍May 21 - Bolsa Institucional de Valores (BIVA) - Perif. Blvd. Manuel Ávila Camacho 36, Lomas - Virreyes, Lomas de Chapultepec, Miguel Hidalgo, 11000 Ciudad de México, CDMX
7:15am - Open Bell Ringing Ceremony
8:30am – 9:00am Registration
9:00am – 9:10am Welcome Remarks by Deborah Fuhr, Managing Director, ETFGI
9:10am – 9:20am Welcome Remarks by María Ariza, CEO, Bolsa Institucional de Valores
9:20am – 9:30am Government Outlook
Edson Munguía, Vicepresidente de Supervisión Bursátil, CNBV
9:30am – 9:45am Macro Outlook
Tomás Acosta, CIO, Afore Citibanamex
9:45am – 10:25am Understanding the use of ETFs listed in Mexico
Moderator Deborah Fuhr, Managing Director, ETFGI
Rafael Buerba, CIO, Santander Asset Management
Eduardo Calderon, Director de Operaciones, Bolsa Institucional de Valores
Luis Garcia, Head of Wealth Business Mexico, BlackRock
Eric Osio, Director General de Administración de Riesgos, CONSAR
10:25am – 11:05am ETFs and Retail Investors in Mexico
Moderator Deborah Fuhr, Managing Director, ETFGI
Carlos Brito, Head of ETFs LatAm, J.P. Morgan Asset Management
David Galarza, CEO, Actinver Asset Management
Andres Olea, Financial Product Sales VP, GBM
Alessandra Piza Woodmanssee, Vice President Mexico ETF Distribution, First Trust
11:05am – 11:20am Networking Coffee Break
11:20am – 12:00pm Best Practices When Selecting and Trading Local, US, and UCITS ETFs
Moderator Deborah Fuhr, Managing Director, ETFGI
Benito Baez, Head of Equities, Finamex
Vicente Cabrera, Sales and Trading, Jane Street
Rodrigo Román, CIO, NSC Asesores
Lucila Ruiz Galindo, Senior Sales Manager Mexico & ETF Regional Specialist LATAM, Amundi Asset Management
12:00pm – 12:40pm ETF Due Diligence
Moderator Deborah Fuhr, Managing Director, ETFGI
Jaime Alvarez, CFA, Head of Investments LATAM, Skandia
Salvador Gómez, Head of Xtrackers Sales, Americas, DWS
Jose Antonio Heredia, Head of Equity, Afore Profuturo
Ryan McCormack, Sr. Director, Factor & QQQ Equity Product Strategy, Invesco
Serena Tchorbajian, Vice President of ETF Trading, Goldman Sachs
12:40pm – 13:00pm Networking Coffee Break
13:00pm – 13:40pm Update on the Use of ETFs in Brazil, Chile and Peru
Moderator Deborah Fuhr, Managing Director, ETFGI
Felipe Cousino, Partner, Alessandri
Daniel Peña, Head of Trading Market Making Desk, LarrainVial
13:40pm – 13:55pm Trends in the Use of ETFs Around the World
Frédéric Hoogveld, Head of Institutional Solutions, ETF & Index, Amundi
13:55pm – 14:30pm Trends in the Global ETFs Industry from ETFGI’s Research and Closing Remarks
Deborah Fuhr, Managing Director, ETFGI
15:00pm – 17:00pm Cocktail and Drinks Reception
📅 Event Date: Wednesday, May 21st in Mexico City
📍Location: Bolsa Institucional de Valores (BIVA), Mexico City
⏰Time: Day 1 from 7.15 AM - 5.00 PM CST, including an Open Bell Ringing Ceremony, networking coffees and drinks reception
🆓 Free Registration: For CFA and CAIA members, buy-side institutional investors, and financial advisors
📚CPD Credits: Earn educational credits
📅 Event Date: Thursday, May 22nd virtual sessions
DAY 2 - Topics will include:
- How Investors are Using ETFs in Peru
- How Investors are Using ETFs in Colombia
- How Investors are Using ETFs in Brazil
- How Investors are Using ETFs in Argentina
- How US Offshore Investors are Using ETFs
📋View the agenda, speakers, and topics from last year's successful ETFGI Global ETFs Insights Summits - Latin America: https://bit.ly/3Za42dv
Don’t miss this opportunity to explore key trends and network with experts driving the future of ETFs. Register now
Latin America ETF Market Overview
|
|
