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,
S&P Dow Jones Indices

· Richard Ramírez-Webster, Founder and CIO,
Sherpa Capital

· Luis Ángel Rodríguez Amestoy, Managing Director,
BBVA Asset Management Mexico

· 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,
S&P Dow Jones Indices

· 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,
BBVA Asset Management Mexico

· 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,
Aztlan Equity Management

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,
S&P Dow Jones 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,
Women in Finance

7:35 PM – 7:45 PM

CLOSING REMARKS

José-Oriol Bosch Par, CEO, BMV Group

7:50 PM – 9:00 PM

COCKTAIL RECEPTION