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.
5:40 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.