Register now to attend the 5th Annual ETFGI Global ETFs Insights Summit Latin America – Join us in Mexico City on May 28 & Virtually on May 29

Press Release

LONDON — May 16, 2024 — Announcing the Day 1 agenda and speakers for the 5th Annual ETFGI Global ETFs Insights Summit Latin America! Join us on May 28th at Bolsa Mexicana de Valores in Mexico City from 10:30 am to 6:30 pm. The event includes a networking lunch and a drinks reception to celebrate diversity initiatives in partnership with CFA Society Mexico, Mujeres en Finanzas, and Women in ETFs. Virtual sessions will also be available on May 29th.

Register now join us!

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

IN PERSON SPEAKERS WILL INCLUDE:
 

AGENDA (DAY 1)

📍May 28 - Bolsa Mexicana de Valores in Mexico City in partnership with CFA Society Mexico, Mujeres en Finanzas and Women in ETFs

   
*times listed are CST 

10.30am Registration & Networking Coffee


Welcoming Remarks
Deborah Fuhr, Managing Partner, Founder, ETFGI


Understanding the ETFs listed in Mexico
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Adolfo Espinoza, Vice President - Index Research, MSCI 
Eduardo Flores, Partner, White & Case 
Juan Manuel Olivo Tirado, Director of Promotion and Issuers, Mexican Stock Exchange 
Luis Ángel Rodríguez Amestoy, Asset Management - CEO México, BBVA


UCITS ETFs in Latin America – The Growth Story So Far, Future Challenges and Opportunities  
Moderator: Mo M'Rabti, Chief Commercial Officer FMCs, Euroclear SA/NV
Pablo Bernal, CFA, Head of Wealth Management Sales, Latin America, Vanguard 
Luis Garcia, Head of Mexico Wealth Business, BlackRock
Alejandro Moctezuma, Sales Trader, GBM
Olivier Paquier, Global Head of ETF Sales, AXA Investment Managers  

Networking Coffee Break


Trading of ETFs – Best Practices When Trading Local, US, and UCITS ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Alejandro Betancourt Gaona, Director de Market Making y Arbitraje Internacional, Finamex
Vicente Cabrera, ETF Sales & Trading, Jane Street
Arturo Llorente, Equity Sales Trading, Citi Mexico
Ryan Szakacs, Managing Director, Head of ETF Capital Markets group, J.P. Morgan Asset Management 

ETFs Update on the Use of ETFs in Chile, Colombia and Peru
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI  
Felipe Cousino, Partner, Alessandri Attorneys at Law  
Luis Gabriel Morcillo, Partner, Brigard Urrutia Abogados   
April Reppy Suydam, Head of Latin America Sales & Distribution, First Trust 

Networking Lunch 

Trends in the Use of ETFs in Mexico 
Moderator: Juan Hernandez, Head of Latin America, Vanguard   
Laura Herrera, CFA, CAIA, CIO, LaFirma Capital 
Omar Morales Gómez, CFA, Chief Investment Officer, Tec de Monterrey   
Fernando Rodríguez, CFA., Director de Inversiones, Afore Profuturo 

Reggie Browne Aka “The Godfather of ETFs” Shares Lessons Learned and Outlook for the ETFs Industry
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Reginald M. Browne, Principal, Global Trading Systems

Trends in the Global ETFs Industry from ETFGI’s Research 
Deborah Fuhr, Managing Partner, Founder, ETFGI


Networking Drinks Reception
In Partnership with CFA Society of Mexico, Mujeres en Finanzas México and Women in ETFs Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Alicia Arias, CFA, Head Advisors GBM & cofounder, Mujeres en Finanzas México
Adriana Rangel, Head of Institutional Business Development, Vanguard International – LATAM & Co-founder Mujeres en Finanzas
Guillermina Pagaza, Executive Director, CFA Society Mexico
April Reppy Suydam, Head of Latin America Sales & Distribution, First Trust

Event Ends at 6:30pm

📍May 28th - at Bolsa Mexicana de Valores in Mexico City from 10:30am - 6:30pm including a networking lunch and networking 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.

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.

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 subscription research reports covering trends in the global ETFs ecosystem, created factsheets for every ETF listed globally, 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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