3rd annual ETFGI Global ETFs Insights Summit - Latin America

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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

 

 

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