5th Annual ETFGI Global ETFs Insights Summit - Latin America

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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