2:35 PM – 2:45 PM
OPENING REMARKS
-Jorge Alegría Formoso
CEO, Mexican Stock Exchange Group
-Robert Ross
Chief Commercial Officer, S&P Dow Jones Indices
2:50 PM – 3:30 PM
PREPARING FOR THE UNKNOWN: GLOBAL PERSPECTIVES
Topics include:
* How are investors in the U.S. and Europe exploring opportunities in new markets while navigating uncertainty?.
* What types of risks are potentially being overlooked?.
* What are the most important considerations for investors in defensive ETF strategies?.
* How are investors using ETFs to build and maintain risk-aware positions, both core and tactical?.
* What opportunities await in the European region?.
Moderator
-John Welling
Head of Global Equities & Thematic Indices, S&P Dow Jones Indices
Panelists
- Pedro Santuy Bardón
ETF & Index Sales Director for Iberia, BNP Paribas Asset Management
- Sefian Kasem
Global Head of ETF & Indexing Investment Strategists and Lead Investment Specialist for Portfolio Advisory & OCIO, HSBC Asset Management UK
- Salvador Gómez
Managing Director, Head of Xtrackers Sales Americas: New York, DWS.
- Frédéric Hoogveld
Head of Institutional Solutions, ETF & Index, Amundi
3:35 PM – 4:05 PM
UNLOCKING OPPORTUNITIES BEYOND THE U.S. EQUITIES CORE WITH ETFS
Topics include:
* How is market concentration in the U.S. driving demand for new passive strategies?
* What sectors are playing a bigger role in the U.S.?
* How can factor strategies help to mitigate risk and harness opportunity?
* What role can U.S. fixed income play in Latin American portfolios?
Moderator
-Rupert Watts
Head of Factors and Dividends, S&P Dow Jones Indices.
Panelists
- Benjamin Souza
Managing Director, BlackRock.
- Ryan McCormack
Senior Factor and Core Equity Strategist, Invesco.
- Adriana Rangel
Head of Institutional Sales, Vanguard Latin America.
4:10 PM – 4:40 PM
INNOVATION, DISRUPTION AND WHAT’S NEXT IN PASSIVE INVESTING
Topics include:
* What key trends are gaining traction in indexing?
* How are indexing and ETF innovations transforming the investment industry and impacting market efficiency?
* How are investors combining passive and active strategies in portfolio construction?.
Moderator
- Joseph Nelesen
Head of Specialists, Index Investment Strategy, S&P Dow Jones Indices.
Panelists
- Anna Paglia
Executive Vice President and Chief Business Officer, State Street
Global Advisors.
- Dan Draper
Chief Executive Officer, S&P Dow Jones Indices.
4:45 PM – 5:25 PM
LIQUIDITY CHALLENGES IN THE MEXICAN MARKET
Topics include:
* Where are investors seeing opportunities and challenges when it comes to liquidity?
* What steps are market leaders in Mexico taking to increase liquidity?
* How are new rules and regulations expected to impact liquidity in Mexican equity markets?
Moderator
- Tim Brennan
Managing Director, Global Head of Capital Markets and Exchange Strategy, S&P Dow Jones Indices.
Panelists
- María del Carmen Bonilla
Head of the Public Credit and International Affairs Unit, Ministry of Finance and Public Credit.
- Benito Baez Pedrajo Aguilar
Head of Equities, Finamex.
- Aron Brener
Deputy Director of Derivative Trading, MexDer.
- Aye Soe
Head of Research and Product Development for Equity, Alternative and Cryptocurrency, CME Group.
5:50 PM – 6:20 PM
EVOLVING WEALTH MANAGEMENT IN MEXICO: CURRENT LANDSCAPE AND FUTURE DIRECTIONS
Topics include:
* What is the state of the wealth industry in Mexico, and how does it compare to the rest of the world?
* Why are more advisors turning to ETFs and other sophisticated investment solutions?
* What themes are expected to resonate with wealth clients in the future?
* What emerging technologies could help propel the wealth industry forward?
Moderator
- Alicia Arias
Commercial Director, LAKPA – Co-founder, Mujeres en Finanzas.
Panelists
- Nicolás Gómez
Managing Director, Head of ETF (iShares) and Index Investments for Latin America, BlackRock.
- Juan Hernández
Head, Vanguard Latin America .
6:25 PM – 7:05 PM
NAVIGATING CHANGE: ETFS AND THE MEXICAN INVESTMENT LANDSCAPE
Topics include:
* How can ETFs help investors seize emerging opportunities in Mexico?
* What approaches can advisors take to diversify and mitigate single-country risk?
* How can ETF strategies be tailored to meet the needs of diverse client groups?
Moderator
- Alejandra Marcos Iza
Director of Analysis and Strategy, Intercam Financial Group.
Panelists
- Julio Sánchez
CIO, BBVA Asset Management Mexico.
- David Galarza
CEO, Actinver.
- Richard Ramírez-Webster
Founder and Director of Investments (CIO), Sherpa Capital.
- Alejandro Garza Salazar
Founder and Chief Investment Officer, Aztlan Equity Management.
7:10 PM – 7:30 PM
FIRESIDE CHAT: EMPOWERING WOMEN IN FINANCE: NAVIGATING
CHALLENGES AND SEIZING OPPORTUNITIES
Topics include:
* How can the experiences of leading women in finance help inform strategies for success and transform obstacles into opportunities?
*What qualities do women tend to expect from their leaders?
Panelists
- Ana Lorrabaquio
Institutional Business Director, Principal Mexico – Co-Founder, Mujeres en Finanzas.
- Gina Diez Barroso
Founder, Diarq Group – Advisor, Mexican Stock Exchange Group.
