2:00 PM – 2:30 PM

REGISTRATION

2:35 PM – 2:45 PM

OPENING REMARKS

José Manuel Allende, Chief Capital Formation, Information Services and Markets Officer, BMV Group

2:50 PM – 3:30 PM

LUNCH PANEL: CAPITALIZING ON INDEXING AND ETF TRENDS IN THE MEXICAN MARKET

– What does the ETF opportunity set in Mexico look like today?

– How are market conditions influencing the creation of new index-based strategies in Mexico?

Moderator: Antonio de Azpiazu Armada, Managing Director, Head of Commercial Europe and Latin America, S&P Dow Jones Indices

Panelists:

· Sergio Méndez, CEO and Member of the Latin America Regional Executive Committee, BlackRock Mexico

· Juan Hernández, Head of Latin America, Vanguard

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

· Sergio Molina Gutiérrez, Head of Asset Allocation and Equities, Afore SURA

3:35 PM – 4:05 PM

HOW DATA INTELLIGENCE IS FUELING TOMORROW'S INNOVATION

– How upcoming elections in Mexico and abroad can affect the pace of the energy transition?

– What are the geopolitical risks and potential opportunities in materials and supply chains?

– What potential investment opportunities are emerging from the nearshoring trend?

Moderator: Carlos Kretschmer, Managing Director, QuantaShares

Panelists:

· María Sánchez, Director, Sustainability Index Product Management, U.S. Equity Indices, S&P Dow Jones Indices

· Elijah Oliveros-Rosen, Chief Economist, Emerging Markets, S&P Global Ratings

· Carlos Pascual, Senior Vice President, Head of Geopolitics & International Affairs, S&P Global Commodity Insights

4:10 PM – 4:40 PM

THE EVOLUTION OF ETFS – WHAT’S SHAPING THE LANDSCAPE OF THE FUTURE?

– How has the shift from active to passive impacted alpha?

– What can past successes (and failures) teach product developers about innovation and the changing needs of investors?

– How can flows inform market participants on investor sentiment, ETF trends and potential opportunities?

Speakers:

· Simon Klein, Global Head of Xtrackers, Client Coverage Division, DWS

· Joe Nelesen, Head of Specialists, Index Investment Strategy, S&P Dow Jones Indices

4:45 PM – 5:25 PM

DIVERSIFYING PORTOLIOS WITH ALTERNATIVES

– How do alternatives fit with public markets investments?

– How can market participants effectively measure volatility in alternative assets?

– How are indices helping investors find liquidity in private credit markets?

Moderator: Joe Nelesen, Head of Specialists, Index Investment Strateg, S&P Dow Jones Indices

Panelists:

· Les Baquiran, Founder, Alpine Capital Advisors

· Juan Pablo Medina-Mora L., Managing Director, Head, J.P. Morgan Asset Management Mexico

· Nicholas Godec, Senior Director, Head of Fixed Income Tradables & Private Markets, S&P Dow Jones Indices

5:30 PM – 5:45 PM

BREAK

5:50 PM – 6:30 PM

AN "EMERGING" OPPORTUNITY SET

– What "new" countries are emerging as focal points for potential opportunities?

– Why are some emerging economies harnessing growth faster than developed economies?

– How are passive strategies helping investors identify and access these new regions and countries with precision?

Moderator: John Welling, Senior Director, Head of Global Equity Indices, S&P Dow Jones Indices

Panelists:

· Nicolás Fonseca, Product Manager, VanEck

· Laura Ostrander, Vice President, Emerging Markets Macro Strategist and EM Equity Select Co-PM, State Street Global Advisors

· Jasmine Fan, Director, Senior Investment Strategist, BlackRock

6:35 PM – 7:15 PM

IDENTIFYING SECTOR OPPORTUNITIES IN ELECTION YEARS

– What patterns of sector performance have we seen historically during election years?

– How are sectors being combined with factors and other themes to uncover alpha?

– How can S&P 500 sectors help global investors overcome home-country biases?

– How does sector performance change across the market cap spectrum?

Moderator: Hamish Preston, Head of U.S. Equities, S&P Dow Jones Indices

Panelists:

· Brad Smith, Director ETF Research, Invesco

· April Reppy Suydam, Head of Latin America Sales & Distribution, First Trust Portfolios

7:20 PM – 8:00 PM

ARE HIGHER YIELDS HERE TO STAY?

– Which fixed income sectors could benefit in the current rate environment?

– Could bond markets offer more opportunity for active managers?

– What’s driving the growth of fixed income ETFs?

Moderator: Richard Ramírez-Webster, Founder and CIO, Sherpa Capital

Panelists:

· Adriana Rangel, Head of Institutional Sales, Vanguard

· Mayte Rico, Chief Investment Officer, HSBC Asset Management Mexico

· Rodrigo Román,Chief Investment Officer & Partner, NSC Asesores

· Luis Gonzalí Saucedo, Vice President & Co-Chief Investment Officer, Franklin Templeton Mexico

8:05 PM – 8:15 PM

SPOTLIGHT ON THE MEF (MUJERES EN FINANZAS)

– What are the MEF’s main initiatives?

– How has the MEF impacted the Mexican market?

– Why is the gender equality award important to the financial sector?

María Aramoni, Executive Community Member, Co-Chair IMEF-MEF Gender Equity Award, Mujeres en Finanzas

8:20 PM – 9:30 PM

COCKTAIL RECEPTION