4th annual ETFGI Global ETFs Insights Summit - Latin America

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Register to join the discussions at our 4th annual virtual ETFGI Global ETFs Insights Summit - Latin America, April 19 & 20, 2023.

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

     

 

*Please note that all times listed are Eastern Daylight Time Zone.

DAY 1 Agenda, Wednesday, April 19th
Location: Virtual

8:50 am - 9:00 am Welcome Remarks
 

9:00 am - 9:25 am Global Macro Outlook  

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Kristina Hooper,
Chief Global Market Strategist, Invesco US 

  

9:25 am - 9:50 am Key Investor Trends 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Juan Hernandez,
Head of Latin America, Vanguard 

 

9:50 am – 10:30 am Trends in the Use of ETFs in Mexico

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Eduardo Flores Herrera,
Partner, White & Case LLP   
Mohamed M'Rabti,
Chief Product Officer APAC and Global Head of ETFs, Euroclear 
Ximena Sánchez Kehr,
Head of the International Quotation System, Bolsa Mexicana de Valores

 

10:30 am - 11:00 am Networking Break 
 

11:00 am - 11:30 am How Investors are Using ETFs in Peru 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
José Carlos Cortés Antúnez de Mayolo,
Research & Fund Selection Associate, Profuturo AFP
Miguel A. Zapatero,
Chief Executive Officer, Lima Stock Exchange

 

11:30 am - 12:00 pm How Investors are Using ETFs in Colombia 

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Luis Gabriel Morcillo,
Partner, Brigard Urrutia

 

12:00 pm - 12:30 pm Creating an Issuer Driven ETF in Colombia

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Diego Galvan,
Head Trader Latam, Global X 
Anderson Caputo Silva,
Lead Financial Sector Specialist, World Bank Group

 

12:30 pm – 12:40 pm Closing Remarks

 

12:40 pm – 1:45 pm Networking

 

DAY 2 Agenda, Thursday, April 20th
Location: Virtual

8:50 am - 9:00 am Welcome Remarks

9:00 am - 9:30 am Trends in Global and in Latin America ETF industry – ETFGI’s research 

Deborah Fuhr, Managing Partner, Founder, ETFGI 

 

9:30 am - 10:10 am Trends in the ETFs and Mutual Fund Industry in Brazil

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Alexei Bonamin,
Head of the Capital Markets Group, TozziniFreire Advogados 
Silmara Baccani

Ana Flávia de Angelis C. Lopes, Coordinator, ANBIMA

 

10:10 am - 10:40 am Trends in the ETFs and Mutual Fund Industry in Chile

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Felipe Cousino,
Partner, Alessandri Attorneys at Law 
Diego Chomalí,
Director, Singular Asset Management 

 

10:40 am - 11:00 am Networking Break 

 

11:00 am - 11:30 am Index and Indexing Trends

Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI 
Alex Matturri, CFA,
Member of the Board of Directors, Cboe Global Markets 
Rick Redding,
CEO, Index Industry Association

 

11:30 am - 11:45 am How Investors are Using ETFs in Argentina 
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
Guillermo Quiroga, 
Head of Investment Solutions, Puente Servicios Financieros LLC

 

11:45 pm – 11:55 pm Closing Remarks

 

11:55 pm – 1:00 pm Networking

 

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