You have successfully registered!
In a few moments you will receive an E-mail with details of the event.
Please check your spam folder if you have any problems with the email.
Event registration
Enter your information to separate your place
Access
Enter your data to enter
Annual Summit Program of Indices and ETFs in Mexico 2024
Seeking Opportunities in Times of Transition

left
Thursday, May 16, 2024
2:30 PM - 9:00 PM | From CDMX



Register now


MAY 16
2:35 PM – 2:45 PM
OPENING REMARKS
Moderator
-José-Oriol Bosch Par

CEO, BMV Group

2:50 PM – 3:20 PM
CAPITALIZING ON INDEXING AND ETF TRENDS IN THE MEXICAN MARKET
Moderator
-Antonio de Azpiazu Armada

Managing Director, Head of Commercial Europe and Latin America, S&P Dow Jones Indices

Speakers
- Sergio Méndez
CEO and member of the Latin American Regional Executive Committee, BlackRock Mexico

- Juan Hernandez
, General Director for Latin America, Vanguard

- Luis Ángel Rodríguez Amestoy
Managing Director, BBVA Asset Management Mexico

- Andrés Moreno
Investment Director, Afore SURA Annual Summit of Indices & ETFs in Mexico 2024

3:25 PM – 3:55 PM
HOW DATA INTELLIGENCE IS FUELING TOMORROW'S INNOVATION

Topics include:

* How upcoming elections in Mexico and abroad can affect the pace of the energy transition?
* What are the geopolitical risks and potential opportunities in materials and supply chains?
* What potential investment opportunities are emerging from the nearshoring trend?
Moderator
-Carlos Kretschmer

Managing Director, QuantaShares.

Panelists
- María Sánchez
Director, Sustainability Index Product Management, U.S. Equity Indices, S&P Dow Jones Indices.

- Elijah Oliveros-Rosen
Chief Economist, Emerging Markets, S&P Global Ratings.

- Carlos Pascual
Senior Vice President, Head of Geopolitics & International Affairs, S&P Global Commodity Insights.

4:00 PM – 4:30 PM
LESSONS FROM 25 YEARS OF GLOBAL ETF INNOVATIONS

Topics include:

* How has the shift from active to passive impacted alpha?
* What can past successes (and failures) teach product developers about innovation and the changing needs of investors?
* How can flows inform market participants on investor sentiment, ETF trends and potential opportunities?
Speaker
- Simon Klein
Global Head of Xtrackers, Client Coverage Division, DWS.

- Joseph Nelesen
Head of Specialists, Index Investment Strategy, S&P Dow Jones Indices.

4:35 PM – 5:15 PM
DIVERSIFYING PORTOLIOS WITH ALTERNATIVES

Topics include:

* How do alternatives fit with public markets investments?
* How can market participants effectively measure volatility in alternative assets?
* How are indices helping investors find liquidity in private credit markets?
Moderator
- Joseph Nelesen

Head of Specialists, Index Investment Strategy, S&P Dow Jones Indices.

Panelists
- Les Baquiran
Founder, Alpine Capital Advisors.

- Juan Pablo Medina-Mora L
Managing Director, Head, J.P. Morgan Asset Management Mexico.

- Nicholas Godec
Senior Director, Head of Fixed Income Tradables & Private Markets, S&P Dow Jones Indices.

5:15 PM – 5:35 PM
BREAK
5:40 PM – 6:20 PM
AN "EMERGING" OPPORTUNITY SET

Topics include:

* What "new" countries are emerging as focal points for potential opportunities?
* Why are some emerging economies harnessing growth faster than developed economies?
* How are passive strategies helping investors identify and access these new regions and countries with precision?
Moderator
- John Welling

Senior Director, Head of Global Equity Indices, S&P Dow Jones Indices.

Panelists
- Nicolás Fonseca
Product Manager, VanEck.

- Laura Ostrander
Vice President, Emerging Markets Macro Strategist and EM Equity Select Co-PM, State Street Global Advisors .

- Jasmine Fan
Senior Investment Strategist, BlackRock Annual Indices & ETFs Summit in Mexico 2024.

6:25 PM – 7:05 PM
IDENTIFYING SECTOR OPPORTUNITIES IN ELECTION YEARS

Topics include:

* What patterns of sector performance have we seen historically during election years?
* How are sectors being combined with factors and other themes to uncover alpha?
* How can S&P 500 sectors help global investors overcome home-country biases?
* How does sector performance change across the market cap spectrum?
Moderator
- Hamish Preston

Head of U.S. Equities, S&P Dow Jones Indices.

Panelists
- Brad Smith
Director ETF Research, Invesco.

- April Reppy Suydam
Head of Latin America Sales & Distribution, First Trust Portfolios.



7:10 PM – 7:50 PM
ARE HIGHER YIELDS HERE TO STAY?

Topics include:

* Which fixed income sectors could benefit in the current rate environment?
* Could bond markets offer more opportunity for active managers?
* What’s driving the growth of fixed income ETFs?
Moderator
- Richard Ramírez-Webster

Founder and CIO, Sherpa Capital.

Panelists
- Adriana Rangel
Head of Institutional Sales, Vanguard.

- Mayte Rico
CIO, HSBC Asset Management Mexico .

- Rodrigo Román
Chief Investment Officer & Partner, NSC Asesores.

- Luis Gonzalí Saucedo
, Vice President & Co-Chief Investment Officer, Franklin Templeton Mexico.


7:55 PM – 8:05 PM
SPOTLIGHT ON THE MEF (MUJERES EN FINANZAS)

Topics include:

* What are the MEF’s main initiatives?
* How has the MEF impacted the Mexican market?
* Why is the gender equality award important to the financial sector?
Speaker
- María Aramoni
Co-Founder, IMEF-MEF Gender Equity Award, Mujeres en Finanzas.