If you are registered for the conference, please make sure you are logged into your account on the ETFGI website(Register here, if you don't have an account yet).
Please contact ETFGI to request access to this exclusive content, if you are not registered for the conference.
Virtual Event
Register to join the discussions at our 3rd annual virtual ETFGI Global ETFs Insights Summit - Latin America, April 27 & 28, 2022.
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.
If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.
CPD educational credits are offered to buy side institutional investors, financial advisors, and RIAs
AGENDA
*Please note that all times listed are Eastern Daylight Time Zone.
Day 1, Wednesday 27 April
- 8am – 8:30am Exhibit Hall and Networking
- 8:55am – 9:00am Welcoming Remarks
- 9am – 9:30am Trends in the Use of ETFs in Latin America
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Nicolas Gomez, Managing Director, Head of Latin America ETF and Index Investments and Product Development, BlackRock
Adriana Rangel, Head of Institutional Sales, Vanguard LATAM
- 9:30am – 10:00 am How Investors are Using ETFs in Argentina
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Matias Cremaschi, Co-Head Investments, Delta Asset Management
Julio Pueyrredon, Partner, Negri & Pueyrredon Abogados
- 10:00am – 10:40am How Investors are Using ETFs in Peru
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Ignacio Arrospide, Partner & CIO, Creuza Advisors
Miguel A. Zapatero, Chief Executive Officer, Lima Stock Exchange
- 10:40am – 11:20am How Investors are Using ETFs in Brazil
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Alexei Bonamin, Head of the Capital Markets Group, TozziniFreire Advogados
Caue Mancanares, CEO, Investo
April Reppy Suydam, Head of Latin America Sales & Distribution, First Trust
- 11:20am – 11:40am Networking Break
- 11:40am – 12:10pm How Investors are Using ETFs in Colombia
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Diego Galvan, Head Trader Latam, Global X
Manuel Felipe García, VP, Wealth Management Division, Skandia Colombia
- 12:10pm – 12:40pm How Investors are Using ETFs in Chile
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Soledad Almarza, Managing Director, LarrainVial
Felipe Cousino, Partner, Alessandri Attorneys at Law
- 12:40pm – 1:20pm How Investors are Using ETFs in Mexico
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Eduardo Flores Herrera, Partner, Creel
Jamie Lazaro, CEO, BBVA Asset Management Mexico
Ximena Sánchez Kehr, SIC Manager, Bolsa Mexicana de Valores
- 1:20pm – 1:50pm Miami and the Future of Latin America Offshore Wealth
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Rodolfo Garcia, Director of Institutional Relationships Latam, Global X
Day 2, Thursday 28 April
- 8am – 8.30am Exhibit Hall and Networking
- 8:55am – 9:00am Welcoming Remarks
- 9am – 9:30am Overview of Trends in the ETF industry - ETFGI Research
Deborah Fuhr, Managing Partner, Founder, ETFGI
- 9:30am – 10:00am Global Macro Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Gabriela Santos, Global Market Strategist, J.P. Morgan Asset Management
- 10:00am – 10:45am Overview of Regulations Impacting Investors and ETFs Product Development
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP
Brian Higgins, Partner, Dillon Eustace
Rick Redding, CEO, Index Industry Association
- 10:45am – 11:15am How Investors are Using Equity and Fixed Income ESG ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jamie Saborio, Head of ETF & Indexing Sales, Mexico, HSBC Asset Management
Zeb Saeed, Senior Passive Product Specialist, DWS Xtrackers
- 11:15am – 11:35am Networking Break
- 11:35am – 12:05pm Designing Thematic ETFs and Rethinking Country ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Josh Kaplan, Global Head of Research, MV Index Solutions
- 12:05pm – 12:35pm How Investors are Using Crypto and Digital Assets ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Martin Leinweber, CFA, Digital Asset Product Strategist, MV Index Solutions
- 12:35pm – 1:05pm Best Practices when Trading ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Brad Kotler, VP, SPDR ETF Sales Execution and Institutional Strategy Group, SSGA
Allan Stewart, ETF Sales and Relationship Manager - Investment Fund Services, Clearstream
Last year's brochure
Virtual Event
Register to join the discussions at our 3rd annual virtual ETFGI Global ETFs Insights Summit - Latin America, April 27 & 28, 2022.
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.
If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.
CPD educational credits are offered to buy side institutional investors, financial advisors, and RIAs
AGENDA
*Please note that all times listed are Eastern Daylight Time Zone.
Day 1, Wednesday 27 April
- 8am – 8:30am Exhibit Hall and Networking
- 8:55am – 9:00am Welcoming Remarks
- 9am – 9:30am Trends in the Use of ETFs in Latin America
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Nicolas Gomez, Managing Director, Head of Latin America ETF and Index Investments and Product Development, BlackRock
Adriana Rangel, Head of Institutional Sales, Vanguard LATAM
- 9:30am – 10:00 am How Investors are Using ETFs in Argentina
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Matias Cremaschi, Co-Head Investments, Delta Asset Management
Julio Pueyrredon, Partner, Negri & Pueyrredon Abogados
- 10:00am – 10:40am How Investors are Using ETFs in Peru
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Ignacio Arrospide, Partner & CIO, Creuza Advisors
Miguel A. Zapatero, Chief Executive Officer, Lima Stock Exchange
- 10:40am – 11:20am How Investors are Using ETFs in Brazil
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Alexei Bonamin, Head of the Capital Markets Group, TozziniFreire Advogados
Caue Mancanares, CEO, Investo
April Reppy Suydam, Head of Latin America Sales & Distribution, First Trust
- 11:20am – 11:40am Networking Break
- 11:40am – 12:10pm How Investors are Using ETFs in Colombia
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Diego Galvan, Head Trader Latam, Global X
Manuel Felipe García, VP, Wealth Management Division, Skandia Colombia
- 12:10pm – 12:40pm How Investors are Using ETFs in Chile
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Soledad Almarza, Managing Director, LarrainVial
Felipe Cousino, Partner, Alessandri Attorneys at Law
- 12:40pm – 1:20pm How Investors are Using ETFs in Mexico
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Eduardo Flores Herrera, Partner, Creel
Jamie Lazaro, CEO, BBVA Asset Management Mexico
Ximena Sánchez Kehr, SIC Manager, Bolsa Mexicana de Valores
- 1:20pm – 1:50pm Miami and the Future of Latin America Offshore Wealth
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Rodolfo Garcia, Director of Institutional Relationships Latam, Global X
Day 2, Thursday 28 April
- 8am – 8.30am Exhibit Hall and Networking
- 8:55am – 9:00am Welcoming Remarks
- 9am – 9:30am Overview of Trends in the ETF industry - ETFGI Research
Deborah Fuhr, Managing Partner, Founder, ETFGI
- 9:30am – 10:00am Global Macro Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Gabriela Santos, Global Market Strategist, J.P. Morgan Asset Management
- 10:00am – 10:45am Overview of Regulations Impacting Investors and ETFs Product Development
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP
Brian Higgins, Partner, Dillon Eustace
Rick Redding, CEO, Index Industry Association
- 10:45am – 11:15am How Investors are Using Equity and Fixed Income ESG ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Jamie Saborio, Head of ETF & Indexing Sales, Mexico, HSBC Asset Management
Zeb Saeed, Senior Passive Product Specialist, DWS Xtrackers
- 11:15am – 11:35am Networking Break
- 11:35am – 12:05pm Designing Thematic ETFs and Rethinking Country ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Josh Kaplan, Global Head of Research, MV Index Solutions
- 12:05pm – 12:35pm How Investors are Using Crypto and Digital Assets ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Martin Leinweber, CFA, Digital Asset Product Strategist, MV Index Solutions
- 12:35pm – 1:05pm Best Practices when Trading ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Brad Kotler, VP, SPDR ETF Sales Execution and Institutional Strategy Group, SSGA
Allan Stewart, ETF Sales and Relationship Manager - Investment Fund Services, Clearstream