5th Annual ETFGI Global ETFs Insights Summit – Latin America, Mexico City

Join us for our 5th Annual ETFGI Global ETFs Insights Summit Latin America – on May 28th from 10:30am – 6:30pm including a networking lunch and networking drinks reception at Bolsa Mexicana de Valores in Mexico City in partnership with CFA Society Mexico, Mujeres en Finanzas and Women in ETFs, and virtual sessions on May 29th.

Register now to join us!

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.

The event is aimed at ETF issuers, brokerage firms and others in the ETF ecosystem globally that are interested in understanding how to tap into the growing interest in ETFs 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.

In person speakers include:

Virtual speakers include:

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

AGENDA

📍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

DAY 1

10.30am – 10.45am Registration & Networking Coffee

10.45am – 10.55am Welcoming Remarks
Deborah Fuhr, Managing Partner, Founder, ETFGI

10.55am – 11.35am 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

11.35am – 12.15pm 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

12.15pm – 12.35pm Networking Coffee Break

12.35pm – 1.15pm 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

1.15pm – 2.00pm 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

2.00pm – 3.15pm Networking Lunch

3.15pm – 4.00pm 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

4.00pm – 4.25pm 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

4.25pm – 4.55pm Trends in the Global ETFs Industry from ETFGI’s Research
Deborah Fuhr, Managing Partner, Founder, ETFGI

4.55pm – 5pm Closing Remarks

5.00pm 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

📍May 29 – Virtual panel discussions

DAY 2

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

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, Country Manager for Colombia, Peru and Central America, BlackRock Colombia

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

How Investors are Using ETFs in Argentina
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Felipe Videla, Partner, Beccar Varela

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

Assessing the Opportunity for ETFs in Uruguay
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Nicolás Piaggio, Partner, Guyer & Regules

Fireside Chat – with Luis Berruga – Navigating opportunities in the ETFs industry
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Luis Berruga, asset management CEO

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 offered a database and factsheets for all ETFs and ETPs listed globally, published monthly research reports covering trends in the global ETFs ecosystem, 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.

Last year’s Conference Brochure

Frequently Asked Questions

What is the registration cancellation policy?

Cancellations received by 30 days prior to the event are subject to a 33% refund. Notice of cancellation must be received in writing. However, if you are unable to attend, substitutions can be made, subject to conference organizer approval, and the administrative fee will not be applied. After that, no registration fees can be refunded.

What is the complimentary passes policy?

Complimentary passes are allocated at the full discretion of the conference organizers. Complimentary bookings made online are subject to verification by the conference organizers before confirmation of the complimentary pass. If the conference organizers review an online complimentary pass registration and determine that the company and/or registrant does not fulfill the criteria for the complimentary pass, the complimentary pass can be withdrawn at the full discretion of the conference organizers.

Who qualifies as «buy side» for a complimentary pass?

Buyside complimentary passes are provided for members of the buy side including individuals (e.g., traders, portfolio managers, CIOs, ETF strategists) at asset managers, investment advisers, pension funds, insurance companies, hedge funds, endowments, foundations, fund selectors at family offices, financial advisers and robo-advisers. All buyside complimentary passes are subject to the conference complimentary passes policy, delineated above.

Is the conference open to the media?

Yes, this conference is open to the media.

Does the conference offer sponsorship opportunities?

Yes. For information regarding sponsorships, please contact Margareta Hricova at margareta.hricova@etfgi.com and Deborah Fuhr at deborah.fuhr@etfgi.com.