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S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
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S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
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S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
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For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
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For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
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Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
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Events
Since the launch of the S&P/BMV IPC 45 years ago, the continued growth of indexing has created new ways for investors to capitalize on investment opportunities and manage risk.
Join S&P DJI and BMV as we bring together industry thought leaders and financial practitioners to discuss the following topics:
• Why investors are turning to passive solutions for domestic, international and emerging market exposure
• Disruptive technologies and trends, such as artificial intelligence, new health solutions and new energy resources
• Understanding VIX®, the market’s “fear gauge,” to assess risk in equity markets
• Index-based fixed income strategies for navigating a dynamic interest rate environment
We will offer lunch and Valet Parking service
Vice President and Treasurer/Pension Finance Administrator
View BioLunch will be served
2:00 PM – 2:30 PM |
REGISTRATION |
2:35 PM – 2:40 PM |
OPENING REMARKS Antonio de Azpiazu, Managing Director and Head of Commercial Europe and Latin America, S&P Dow Jones Indices |
2:45 PM – 3:30 PM |
LUNCH: CAPITALIZANDO OPORTUNIDADES CON EL S&P/BMV IPC Join S&P DJI and BMV as we explore how an iconic index paved the way for index innovation in Mexico, helping create new ways for investors to harness investment opportunities and manage risk. Topics include: - How 45 years of the S&P/BMV IPC have helped shape the Mexican market ecosystem - How index-based strategies are helping investors gain exposure to new markets and opportunities - What’s next for Mexico as the ETF market continues to develop Moderator: José Segarra, President, CFA Society Mexico Panelists: · Manuel González, Senior Director, Client Coverage, Latin America, · Richard Ramírez-Webster, Founder and CIO, · Luis Ángel Rodríguez Amestoy, Managing Director, · Christian Constandse, iShares Specialist, BlackRock Mexico · Jaime Merino Ratner, Deputy Director, Asset Management, Actinver |
3:35 PM – 4:05 PM |
CLIMATE TRANSITION CHALLENGES AND OPPORTUNITIES ¿What role can emerging markets play as the world seeks to decarbonize? Learn about the risks and opportunities facing these markets today. Topics include: - Where Latin America stands when it comes to addressing development challenges including climate change - How institutional investors can use innovative tools, including outcome bonds, to help advance sustainable development in emerging countries - Best practices for financing climate action among emerging countries Panelists: · Jorge Familiar, Vice President and Treasurer, World Bank and Pension Finance Administrator, World Bank Group · Juan Hernández, Head of Latin America, Vanguard |
4:10 PM– 4:40 PM |
UNDERSTANDING VOLATILITY THROUGH THE LENS OF THE VIX® For over 30 years, the VIX has served as the market's “fear gauge”—but how can investors put its insights to work? Learn how this index measures volatility and is used to inform investment decisions. Topics include: - How periods of market turmoil have been reflected in the VIX historically - Understanding how the VIX is calculated in relation to the S&P 500 and S&P/BMV IPC - The future of volatility-linked indices in Mexico Panelists: · Joseph Nelesen, Senior Director, Index Investment Strategy, · Tim Brennan, Head of Capital Markets & Exchange Strategy, S&P Dow Jones Indices |
4:45 PM– 5:25 PM |
¿WHAT’S NEXT FOR EMERGING MARKETS? Industry practitioners share their perspectives on emerging market opportunities and the role they play in a diversified portfolio. Topics include: - How emerging markets have evolved over time, where they stand today and factors that may influence future growth - Comparing active and passive approaches to investing in these markets - How market volatility is affecting emerging market allocations in portfolios worldwide Moderator:Joseph Nelesen, Senior Director, Index Investment Strategy, S&P Dow Jones Indices Panelists: · Rafael Jara, Director, Fixed Income Latam, · Jorge Marmolejo, VP and Portfolio Manager, Franklin Templeton Mexico · Guillermo Rodríguez González-Valadez, Head of Latin America & US Offshore, WisdomTree Asset Management · Alejandro H. Garza, Founder and CIO, |
5:25 PM– 5:45 PM |
BREAK |
5:50 PM – 6:40 PM |
NAVIGATING FIXED INCOME OPPORTUNITIES WITH ETFS Hear from asset management professionals about how investors are turning to index-based bond ETFs to navigate through a dynamic interest rate environment. Topics include: - Finding yield in Mexican fixed income markets and understanding the liquidity of sovereign and corporate bonds in Mexico - The case for accessing fixed income via ETFs vs. individual bonds - Assessing liquidity concerns and other common questions about bond ETFs - Overcoming current challenges associated with fixed income ETF adoption in Mexico Introduction: Catalina Zota, Associate Director, Fixed Income Product Management, S&P Dow Jones Indices Moderator: Michelle Dena Martínez, Portfolio Manager, Afore Inbursa Panelists: · Adriana Rangel, Head of Institutional Sales, Vanguard Latin America · Fernanda Cosio, Vice President, Wealth Management, BlackRock Mexico · Salvador Gómez, Regional Head of DWS Xtrackers for Latin America and US Offshore, DWS · Eduardo Carrillo Madero, President and Managing Director of Casa de Bolsa, Finamex |
6:45 PM – 7:15 PM |
INVESTING IN DISRUPTION Find out how investors are using ETFs to access the disruptive technologies and trends that are rapidly reshaping the economy and creating new growth opportunities—from AI to remote work. Topics include: - Identifying disruptive investment themes while assessing potential risks and volatility - Using thematic ETFs and other index-based strategies to gain exposure to megatrends - Building diversified portfolios that are well-positioned for a rapidly changing economy Moderator: Srineel Jalagani, Senior Director, Strategy Indices, Panelists: · Joe O’Malley, Thematic and Specialty Product Strategist, Invesco · Pedro Palandrani, Director of Research, Global X ETFs |
7:20 PM – 7:30 PM |
THE VALUE OF FINANCIAL ADVISORS IN THE MEXICAN MARKET Explore the role that financial advisors play in helping Mexican investors access innovative passive strategies. Alicia Arias, Director of Advisor Acquisition, GBM and Co-founder, |
7:35 PM – 7:45 PM |
CLOSING REMARKS José-Oriol Bosch Par, CEO, BMV Group |
7:50 PM – 9:00 PM |
COCKTAIL RECEPTION |
Statements made by persons who are not S&P Dow Jones Indices employees represent their own views and opinions and are not necessarily the views of S&P Dow Jones Indices.
Agenda subject to change.
Vice President and Treasurer/Pension Finance Administrator
View BioManaging Director, Global Head Capital Markets & Exchange Strategy
View BioManaging Director, Head of Commercial Europe and Latin America
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