13:30 – 14:00

REGISTRATION

14:00 – 14:15

OPENING REMARKS

Paulo Eduardo de Souza Sampaio, Senior Director, Latin America (South Cone), S&P Dow Jones Indices

Dennis Lee, Global Head of Index Governance, S&P Dow Jones Indices

14:20 – 15:00

THE REGULATORY OUTLOOK FOR ASSET MANAGEMENT IN BRAZIL

- Two months since its introduction, a look at how the new regulation is impacting Brazil’s fund industry

- Shifts in the investment landscape with regard to transparency, international exposure, and investor protections

Moderator: Silvia Bugelli, Statutory Legal Director, B3

Panelists:

· Daniel Walter Maeda Bernardo, Superintendent of Institutional Investor Supervision, CVM

· Fabio Arnoni, Director, BNP Paribas

· Carolina Cury Maia Costa, Associate Partner, BTG Pactual

15:05 – 15:45

MOVING THE DIAL ON PASSIVE ADOPTION IN BRAZIL

- Overcoming challenges associated with the adoption of passive investing

- How Brazil’s distribution model impacts ETFs and other passive strategies

- Techniques for educating investors on the potential benefits of index-based solutions

Moderator: Paulo Eduardo de Souza Sampaio, Senior Director of Sales, Latin America (South Cone), S&P Dow Jones Indices

Panelists:

· Andrés Kikuchi, Chief Investment Officer, Nu Asset Management, Nubank

· Cauê Mançanares, CEO, Investo

· Danilo Gabriel, Partner, XP Inc.

· Rodrigo de Araújo, Chief Investment Strategist for Latin America, Global X ETFs

· Lauro Figueiredo, Founding Partner, SIX Investimentos/ABAI

15:50 – 16:40

ALIGNING PORTFOLIOS WITH NET ZERO

- Assessing the carbon footprint of investment portfolios

- Identifying companies that are aligned with net-zero objectives

- How net zero alignment impacts overall risk

Introduction: Margaret Dorn, Senior Director, Head of Sustainability Indices, North America, S&P Dow Jones Indices

Moderator: Alexandre Gazzotti, Senior ESG Analyst, Itaú Asset Management

Panelists:

· Arne Noack, Head of Systematic Investment Solutions for Americas, DWS Group

· Isabela Ribeiro Damaso Maia, Head of Sustainability and International Portfolio Investors Unit, Banco Central do Brasil

· Alexandre Gazzotti, Senior ESG Analyst, Itaú Asset Management

· Margaret Dorn, Senior Director, Head of Sustainability Indices, North America, S&P Dow Jones Indices

16:40 – 17:00

COFFEE BREAK

17:05 – 17:55

NEW TRENDS IN MARKETS AND INDEX INVESTING

- Insight into investor sentiment and key developments defining the future direction of index-based investments, including ETFs and derivatives

- Indexing and ETF trends to watch in 2024, including strategies that focus on sustainability risks and opportunities.

- How investors are combining passive and active strategies in portfolio construction

Introduction: Joe Nelesen, Senior Director, Index Investment Strategy, S&P Dow Jones Indices

Moderator: Renato Eid Tucci, Partner and Head of Indexed Strategies & Responsible Investment, Itaú Asset Management

Panelists:

· Paula Salamonde, Director of Institutional and iShares, BlackRock Brazil

· Cassio Beldi, Founding Partner, Guadua Capital

· Rafael Silotto, Portfomlio Manager, Bradesco Asset Management

. Isaac Marcovistz, Executive Manager - Products, Communications and Marketing, BB Asset Management

18:00 – 18:40

UNDERSTANDING VOLATILITY THROUGH THE LENS OF THE VIX^®

- Using the VIX to understand volatility and implement volatility-linked strategies

- Incorporating volatility-management lessons from other markets

- The ongoing evolution of derivatives markets in Brazil

Introduction: Thalita Forne, Senior Manager, B3

Panelists:

· Tim Brennan, Managing Director, Global Head Capital Markets & Exchange Strategy, S&P Dow Jones Indices

· Joseph Nelesen, Senior Director, Index Investment Strategy, S&P Dow Jones de Indices

18:45 – 18:55

CLOSING REMARKS

Rogério Santana, Director of Client Relationship and Bid Governance, B3

Paulo Eduardo de Souza Sampaio, Senior Director, Latin America (South Cone), S&P Dow Jones Indices

18:55 – 20:00

COCKTAIL RECEPTION