Announcing speakers for our 5th Annual ETFGI Global ETFs Insight Summit Latin America - in Mexico City on May 28 and virtual sessions on May 29th

Press Release

LONDON — April 25, 2024 — Announcing speakers for our 5th Annual ETFGI Global ETFs Insight Summit Latin America - on May 28th at Bolsa Mexicana de Valores in Mexico City from 10:30am - 6:30pm including a drinks reception in partnership with CFA Society Mexico, Mujeres en Finanzas and Women in ETFs, and virtual sessions on May 29th. Register now join us!

Speakers will include (check our website for updates):   

 

  • Pablo Bernal, CFA, Head of Wealth Management Sales Latin America, Vanguard 
  • Luis Berruga, previously the CEO, Global X 
  • Alexei Bonamin, Partner, TozziniFreire Advogados   
  • Reginald M. Browne, Principal, Global Trading Systems 
  • Vicente Cabrera, ETF Sales & Trading, Jane Street 
  • Felipe Cousino, Partner, Alessandri Attorneys at Law   
  • Adolfo Espinoza, Vice President - Index Research, MSCI 
  • Eduardo Flores, Partner, White & Case  
  • Deborah Fuhr, Managing Partner, Founder, ETFGI  
  • Juan Hernandez, Head of Latin America, Vanguard    
  • Laura Herrera, CFA, CAIA, CIO, LaFirma Capital 
  • Diego Galvan, PM, Head Trader Latam, Global X ETFs 
  • Luis Garcia, Head of Mexico Wealth, BlackRock   
  • Ethan Johnson, Partner, Morgan Lewis 
  • Mirko Joldzic, Head of Investment Solutions, Insigneo 
  • Mohamed M'Rabti, Chief Commercial Officer FMCs, Euroclear  
  • Omar Morales, CFA., CIO, Tec de Monterrey Endowment 
  • Luis Gabriel Morcillo, Partner, Brigard Urrutia Abogados   
  • Guillermina Pagaza, Executive Director, CFA Society Mexico  
  • Olivier Paquier, Global Head of ETF Sales, AXA Investment Managers  
  • Nicolás Piaggio, Partner, Guyer & Regules 
  • Adriana Rangel, Head of Institutional Business Development, Vanguard International – LATAM & Co-founder Mujeres en Finanzas 
  • Sebastian Rey Ortega, Head Trader, GBM  
  • Luis Ángel Rodríguez Amestoy, Asset Management - CEO México, BBVA   
  • Fernando Rodríguez, CFA., Director de Inversiones, Afore Profuturo 
  • Bruno Stein, Head of Product Development, Safra Asset Management 
  • Ryan Szakacs, Managing Director, Head of ETF Capital Markets group, J.P. Morgan Asset Management  
  • Felipe Videla, Partner, Beccar Varela 
  • Miguel A. Zapatero, CEO of Lima Stock Exchange and Head of Clients, nuam exchange 

 

Topics will include:   


In person:

  • Regulations and Listings in Mexico
  • “UCITS ETFs in Latin America – The Growth Story So Far and Future Challenges and Opportunities"
  • Trading of ETFs – Best Practices When Trading Local, US, UCITS ETFs 
  • ETFs Update on the Use of ETFs in Chile, Colombia and Peru 
  • Trends in the Use of ETFs in Mexico
  • Fireside Chat 
  • Key Trends in the Global ETF Industry from ETFGI’s Research

Virtual:

  • How Investors are Using ETFs in Peru 
  • How Investors are Using ETFs in Colombia
  • Trends in the ETFs and Mutual Fund Industry in Brazil
  • How Investors are Using ETFs in Argentina
  • How Offshore US Investors are Using ETFs
  • Assessing the Opportunity for ETFs in Uruguay

 

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.   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.

The event is designed for financial advisors, institutional investors, brokerage firms and people that work in the ETF ecosystem locally and globally.

 

📍   May 28th - at Bolsa Mexicana de Valores in Mexico City from 10:30am - 6:30pm including a drinks reception 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 



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 published monthly research reports covering trends in the global ETFs ecosystem, created factsheets for every ETF, 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.

 

Contact: 
Deborah Fuhr 
Managing Partner, Founder 
ETFGI 
Mobile: +44 777 5823 111 
Email: deborah.fuhr@etfgi.com 
Web: www.etfgi.com 

Connect on:
Deborah Fuhr Twitter | LinkedIn 
ETFGI Twitter | LinkedIn | Website
ETFs Network LinkedIn 
ETF TV Twitter | LinkedIn | Website
Women in ETFs, Board member and founder  
Women in ETFs Twitter | LinkedIn | Website



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