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This event was held under the Chatham House Rule, participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed
1. 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
2. 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
3. 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
4. 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
5. 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
6. 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
7. Trends in the Global ETFs Industry from ETFGI’s Research
Deborah Fuhr, Managing Partner, Founder, ETFGI
8. 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
9. How Investors are Using ETFs in Peru
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
José Manuel Abastos, Partner, Hernández & Cía.
Miguel A. Zapatero, CEO of Lima Stock Exchange and Head of Clients, nuam exchange
10. How Investors are Using ETFs in Colombia
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Diego Galvan, PM, Head Trader Latam, Global X ETFs
Diego Mora, Managing Director, BlackRock
11. Trends in the ETFs and Mutual Fund Industry in Brazil
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Alexei Bonamin, Partner, TozziniFreire Advogados
Bruno Stein, Head of Product Development, Safra Asset Management
12. How Investors are Using ETFs in Argentina
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Felipe Videla, Partner, Beccar Varela
13. How US Offshore Investors are Using ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Ethan Johnson, Partner, Morgan Lewis
Mirko Joldzic, Head of Investment Solutions, Insigneo
14. Assessing the Opportunity for ETFs in Uruguay
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Nicolás Piaggio, Partner, Guyer & Regules
15. ETFs and their Role in the Sustainable Development Agenda – Innovative Perspectives by the Inter-American Development Bank
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Anderson Silva, Division Chief, Connectivity, Markets and Finance, Inter-American Development Bank
