4th ETF Mexico Masterclass: What to Expect in a Volatile Environment

THURSDAY, 15 MARCH 2018 AT 4:30 PM CST

With an upcoming election and the debate on free trade vs. protectionism, Mexican investors are bracing for a scenario of high volatility. In the face of uncertainty, can investors mitigate risk and capitalize on opportunities both locally and internationally?

Join S&P DJI and BMV as we bring together thought leaders and renowned practitioners to discuss how to meet Mexico’s forthcoming challenges and opportunities.

Topics will include the following:

  • Which sectors may be most affected by the election and NAFTA discussions.
  • How to use ETFs to target opportunities and minimize risks.
  • Maneuvering through investment challenges and opportunities using passive solutions.
  • A look at how investors are turning to single and multi-factor strategies to help diversify and protect client portfolios during market downturns.
  • The challenges and opportunities of allocating to FIBRAS, both locally and internationally.

José-Oriol Bosch Par, General Director, BMV, will kick off the event with a macro look at where Mexican financial markets stand today.

Speakers View All >
José-Oriol Bosch Par

Grupo BMV

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Abelardo Hernández

Afore Sura

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Alexis Milo

HSBC

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Aron Brener

MexDer

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Del Stafford

BlackRock

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Patners
Grupo BMV (Additional)
Location
Bolsa Mexicana de Valores Paseo de la Reforma, No. 255 Col. Cuauhtémoc, Ciudad de Mexico, 06500

4:30 pM – 5:00 pM

REGISTRATION

 

5:00 pM – 5:15 pm

Opening Remarks on the State of the Mexican Market:

WHERE WE STAND AND WHERE WE’RE HEADED

 

-       Views on the issues and opportunities facing Mexico’s financial market

-       40 years and counting of the IPC, a Mexican icon

 

José-Oriol Bosch Par, General Director, Bolsa Mexicana de Valores

 

5:15 pM – 5:45 pM

Keynote Address: CASTING A VOTE FOR FINANCIAL STABILITY

 

-       Practical strategies for mitigating election year volatility

-       Which sectors may be most affected by the election and potential changes to NAFTA

-       Perspectives on retirement issues facing Mexico today

 

Alexis Milo, Chief Economist and Head of Research, Mexico, HSBC

 

5:45 pM – 6:25 pM

taking diversification to the next level with factor strategies

 

-       A look at how investors are turning to factor strategies to help diversify their portfolios

-       Combining single- and multi-factor approaches to mitigate uncertainty

-       Tailored factor solutions for the Mexican market that are addressing local needs

 

Moderator: Joseph Kairen, Senior Director, Strategy & Volatility Indices, S&P Dow Jones Indices

 

Panelists:

·         Richard Ramírez Webster, CEO, Sherpa AM

·         Del Stafford, Managing Director, BlackRock

 

6:25 pM – 6:35 pM

BREAK

 

 

6:35 pM – 7:15 pM

TACtical tools for managing volatility

 

-       Tactical ways the IPC and VIX® are being used to assess market dynamics and risk

-       How low volatility, risk control, and sector strategies are being used to mitigate volatility concerns

 

Moderator: Maria Sanchez, Associate Director, Global Research & Design, S&P Dow Jones Indices

 

Panelists:

·         Salvador Gomez, Head of Passive Asset Management for Latin America, Deutsche Bank

·         Pablo Bernal, Wealth Executive, Vanguard

·         Irma Bribiesca, Director ETF Product Strategy/Management & Business Development, Transamérica

·         Aron Brener, Subdirector Operaciones Derivados, MexDer

 

7:15 pM – 7:55 pM

What You Need to Know About FIBRAS

 

-       The pros and cons of allocating to the FIBRAS market segment, both locally and internationally

-       A more in-depth look at how pension funds are incorporating FIBRAS in their investment strategies

 

Moderator: Silvia Kitchener, Director, Global Equity Indices, Latin America, S&P Dow Jones Indices

 

Panelists:

·         Gonzalo Robina, Presidente, Asociación de FIBRAS

·         Óscar Ortíz Molina, Socio, Líder Impuestos Industria Financiera,
EY Ernst & Young

·         Abelardo Hernández Julia, Afore SURA

 

7:55 pM – 8:00 PM

Closing remarks

 

Antonio De Azpiazu, Managing Director, Latin America, S&P Dow Jones Indices

 

8:00 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.

 

José-Oriol Bosch Par

Grupo BMV

View Bio >
Abelardo Hernández

Afore Sura

View Bio >
Alexis Milo

HSBC

View Bio >
Aron Brener

MexDer

View Bio >
Del Stafford

BlackRock

View Bio >
Gonzalo Robina

Fibra Uno

View Bio >
Irma Bribiesca

Transamerica Asset Management

View Bio >
Oscar Ortiz

EY Mexico

View Bio >
Pablo Bernal

Vanguard Mexico

View Bio >
Richard Ramírez

Sherpa Capital México

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Salvador Gómez

Deutsche Asset Management

View Bio >
Antonio de Azpiazu

S&P Dow Jones Indices

View Bio >
Joe Kairen

S&P Dow Jones Indices

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Manuel A. González

S&P Dow Jones Indices

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Maria Sánchez

S&P Dow Jones Indices

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Silvia Kitchener

S&P Dow Jones Indices

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