6th Annual ETFGI Global ETFs Insights Summit - Latin America

Please note that all content is provided under the Chatham House Rule: participants are welcome to use the insights shared, but the identity and affiliation of speakers or other attendees must remain confidential.

 

DAY 1

 

Welcome Remarks by Deborah Fuhr, Managing Director, ETFGI

Welcome Remarks by María Ariza, CEO, Bolsa Institucional de Valores

Government Outlook
Edson Munguía,
 Vicepresidente de Supervisión Bursátil, CNBV
 

Welcome Remarks by Guillermo Zamarripa, Presidente Ejecutivo, AMAFORE


Macro Outlook
Tomás Acosta, 
CIO, Afore Citibanamex

Understanding the Use of ETFs Listed in Mexico
Moderator Deborah Fuhr, 
Managing Director, ETFGI
Rafael Buerba, 
CIO, Santander Asset Management
Eduardo Calderon, 
Director de Operaciones, Bolsa Institucional de Valores
Luis Garcia, Head of Wealth Business Mexico, BlackRock 
Eric Osio, 
Director General de Administración de Riesgos, CONSAR

ETFs and Retail Investors in Mexico
Moderator Deborah Fuhr, 
Managing Director, ETFGI
Carlos Brito, 
Head of ETFs LatAm, J.P. Morgan Asset Management 
David Galarza
, CEO, Actinver Asset Management
Andres Olea, 
Financial Product Sales VP, GBM
Alessandra Piza Woodmanssee, 
Vice President Mexico ETF Distribution, First Trust


Best Practices When Selecting and Trading Local, US, and UCITS ETFs 
Moderator Deborah Fuhr, 
Managing Director, ETFGI
Benito Baez, 
Head of Equities, Finamex
Vicente Cabrera,
 Sales and Trading, Jane Street
Rodrigo Román, 
CIO, NSC Asesores
Lucila Ruiz Galindo, Senior Sales Manager Mexico & ETF Regional Specialist LATAM, Amundi Asset Management


ETF Due Diligence
Moderator Deborah Fuhr, Managing Director, ETFGI

Jaime Alvarez, CFA, Head of Investments LATAM, Skandia
Salvador Gómez, Head of Xtrackers Sales, Americas, DWS
Jose Antonio Heredia, 
Head of Equity, Afore Profuturo
Ryan McCormack, Sr. Director, Factor & QQQ Equity Product Strategy, Invesco 
Serena Tchorbajian, 
Vice President of ETF Trading, Goldman Sachs


Update on the Use of ETFs in Brazil, Chile and Peru
Moderator Deborah Fuhr,
 Managing Director, ETFGI
Felipe Cousino,
 Partner, Alessandri
Daniel Peña, Head of Trading Market Making Desk, LarrainVial 


Trends in the Use of ETFs Around the World
Frédéric Hoogveld, 
Head of Institutional Solutions, ETF & Index, Amundi
 

Trends in the Global ETFs Industry from ETFGI’s Research and Closing Remarks
Deborah Fuhr,
 Managing Director, ETFGI
 

Day 2
 

How US Offshore Investors are Using ETFs
Moderator Deborah Fuhr,
 Managing Director, ETFGI
Ethan Johnson, 
Partner, Morgan Lewis

 

How are Investors Using ETFs in Brazil 
Moderator Deborah Fuhr, 
Managing Director, ETFGI
Renato Eid Tucci, Coordinator of the Asset Manager Commission, ANBIMA

 

How Investors are Using ETFs in Peru, Chile and Colombia
Moderator Deborah Fuhr,
 Managing Director, ETFGI
Miguel A. Zapatero,
 Head of Clients, nuam

 

How are Investors Using ETFs in Brazil 
Moderator Deborah Fuhr, 
Managing Director, ETFGI
Bruno Stein,
 Industry Professional 

 

Understanding the Use of ETFs Listed in Mexico
Moderator Deborah Fuhr, 
Managing Director, ETFGI
Rafael Buerba, 
CIO, Santander Asset Management
Eduardo Calderon, 
Director de Operaciones, Bolsa Institucional de Valores
Luis Garcia, Head of Wealth Business Mexico, BlackRock 
Eric Osio, 
Director General de Administración de Riesgos, CONSAR

 

Best Practices When Selecting and Trading Local, US, and UCITS ETFs 
Moderator Deborah Fuhr, 
Managing Director, ETFGI
Benito Baez, Head of Equities, Finamex
Vicente Cabrera,
 Sales and Trading, Jane Street
Rodrigo Román, 
CIO, NSC Asesores
Lucila Ruiz Galindo, Senior Sales Manager Mexico & ETF Regional Specialist LATAM, Amundi Asset Management


The Institutional Stock Exchange (BIVA) began operations in 2018, providing local and foreign investors with cutting-edge technology for trading, market data solutions, and listing and maintenance for companies. Since then, BIVA has helped Mexican companies to finance themselves with more than 13,000 million dollars.

In addition to having broken a decades-old monopoly, BIVA has become an agile and professional competitor and committed to its clients, seeking the development, deepening and democratization of the stock market sector in Mexico, and daily brings the benefits of competition to issuing companies, brokerage houses and other participants in the Mexican financial sector.

BIVA is part of Central Corretajes SAPI de CV (CENCOR), a Mexican holding company with more than 25 years of experience developing infrastructure for a better functioning of financial markets in Mexico, United States, and Latin America. The companies comprising this group are: Enlace, Proveedor Integral de Precios (PiP) and Mercado Electronico In[1]stitucional (MEI). For more information please visit www.biva.mx


2025 ETFGI Global ETFs Insights Summits schedule:

  • 6th Annual - Asia Pacific 2025 in Hong Kong on September 3rd and virtually on September 4th. Register now.
  • 6th Annual - Middle East 2025 in Abu Dhabi on October 7 at ADGMRegister now.
  • 6th Annual - United States 2025 on November 5th in New York City at The Yale ClubRegister now.
  • 7th Annual - Canada 2025 - Join us to Celebrate 35 Years of ETFs in Toronto, Canada on Dec 9th at Borden Ladner Gervais LLP (BLG)’s office! Register now.

ETFGI (www.ETFGI.com) is a leading independent firm which has for over 13 years provided subscription research services providing monthly reports covering trends in the global ETFs ecosystem, factsheets on all ETFs and ETPs listed globally, consulting services, ETF TV (www.ETFtv.net) and our Annual ETFGI Global ETFs Insights Summit educational events.

If you are interested in sponsoring or speaking at any of our upcoming events or have any questions, please contact us [email protected] and [email protected].