2:00 PM – 2:30 PM

REGISTRATION

2:35 PM – 2:45 PM

OPENING REMARKS

Jorge Alegría Formoso, CEO, Mexican Stock Exchange Group

Dan Draper, Chief Executive Officer, S&P Dow Jones Indices

2:50 PM – 3:30 PM

PREPARING FOR THE UNKNOWN: GLOBAL PERSPECTIVES

– How are investors in the U.S. and Europe exploring opportunities in new markets while navigating uncertainty?

– What types of risks are potentially being overlooked?

– What are the most important considerations for investors in defensive ETF strategies?

– How are investors using ETFs to build and maintain risk-aware positions, both core and tactical?

– What opportunities await in the European region?

Moderator: John Welling, Head of Global Equities & Thematic Indices, S&P Dow Jones Indices

Panelists:

· Pedro Santuy Bardón, ETF & Index Sales Director for Iberia, BNP Paribas Asset Management

· Sefian Kasem, Global Head of ETF & Indexing Investment Strategists and Lead Investment Specialist for Portfolio Advisory & OCIO, HSBC Asset Management UK

· Salvador Gómez, Managing Director, Head of Xtrackers Sales Americas: New York, DWS

· Frédéric Hoogveld, Head of Institutional Solutions, ETF & Index, Amundi

3:35 PM – 4:15 PM

UNLOCKING OPPORTUNITIES BEYOND THE U.S. EQUITIES CORE WITH ETFS

– How is market concentration in the U.S. driving demand for new passive strategies?

– What sectors are playing a bigger role in the U.S.?

– How can factor strategies help to mitigate risk and harness opportunity?

– What role can U.S. fixed income play in Latin American portfolios?

Moderator: Rupert Watts, Head of Factors and Dividends, S&P Dow Jones Indices

Panelists:

· Benjamin Souza, Managing Director, BlackRock

· Ryan McCormack, Senior Factor and Core Equity Strategist, Invesco

· Adriana Rangel, Head of Distribution, Vanguard Latin America

4:20 PM – 4:50 PM

INNOVATION, DISRUPTION AND WHAT’S NEXT IN PASSIVE INVESTING

– What key trends are gaining traction in indexing?

– How are indexing and ETF innovations transforming the investment industry and impacting market efficiency?

– How are investors combining passive and active strategies in portfolio construction?

Moderator: Joseph Nelesen, Head of Specialists, Index Investment Strategy, S&P Dow Jones Indices

Panelists:

· Anna Paglia, Executive Vice President and Chief Business Officer, State Street Global Advisors

· Robert Ross, Chief Commercial Officer, S&P Dow Jones Indices

4:55 PM – 5:35 PM

LIQUIDITY CHALLENGES IN THE MEXICAN MARKET

– Where are investors seeing opportunities and challenges when it comes to liquidity?

– What steps are market leaders in Mexico taking to increase liquidity?

– How are new rules and regulations expected to impact liquidity in Mexican equity markets?

Moderator: Tim Brennan, Managing Director, Global Head of Capital Markets and Exchange Strategy, S&P Dow Jones Indices

Panelists:

· María del Carmen Bonilla, Head of the Public Credit and International Affairs Unit, Ministry of Finance and Public Credit

· Benito Baez Pedrajo Aguilar, Head of Equities, Finamex

· Aron Brener, Deputy Director of Derivative Trading, MexDer  

· Aye Soe, Head of Research and Product Development for Equity, Alternative and Cryptocurrency, CME Group 

5:35 PM – 5:55 PM

BREAK

6:00 PM – 6:30 PM

EVOLVING WEALTH MANAGEMENT IN MEXICO: CURRENT LANDSCAPE AND FUTURE DIRECTIONS

– What is the state of the wealth industry in Mexico, and how does it compare to the rest of the world?

– Why are more advisors turning to ETFs and other sophisticated investment solutions?

– What themes are expected to resonate with wealth clients in the future?

– What emerging technologies could help propel the wealth industry forward?

Moderator: Alicia Arias, Commercial Director, LAKPA – Co-founder, Mujeres en Finanzas

Panelists:

· Nicolás Gómez, Managing Director, Head of ETF (iShares) and Index Investments for Latin America, BlackRock

· Juan Hernández, Head, Vanguard Latin America

6:35 PM – 7:15 PM

NAVIGATING CHANGE: ETFS AND THE MEXICAN INVESTMENT LANDSCAPE

– How can ETFs help investors seize emerging opportunities in Mexico?

– What approaches can advisors take to diversify and mitigate single-country risk?

– How can ETF strategies be tailored to meet the needs of diverse client groups?

Moderator: Alejandra Marcos Iza, Director of Analysis and Strategy, Intercam Financial Group

Panelists:

· Alan Corro, Head of Asset Allocation, BBVA Asset Management Mexico

· David Galarza, CEO, Actinver

· Richard Ramírez-Webster, Founder and Director of Investments (CIO), Sherpa Capital

· Alejandro Garza Salazar, Founder and Chief Investment Officer, Aztlan Equity Management

7:20 PM – 7:40 PM

FIRESIDE CHAT: EMPOWERING WOMEN IN FINANCE: NAVIGATING CHALLENGES AND SEIZING OPPORTUNITIES

– How can the experiences of leading women in finance help inform strategies for success and transform obstacles into opportunities?

– What qualities do women tend to expect from their leaders?

Participants:

· Ana Lorrabaquio, Institutional Business Director, Principal Mexico – Co-Founder, Mujeres en Finanzas

· Gina Diez Barroso, Founder, Diez Holdings – Advisor, Mexican Stock Exchange Group

7:40 PM – 9:00 PM

COCKTAIL RECEPTION