The summit is designed to facilitate a substantive and in-depth discussion on the market structure, regulatory, trading, and technological developments impacting the use of and opportunity for local, US domiciled and UCITS ETFs by various types of investors in Latin America.
Drivers of growth in the use of ETFs include: a growing middle class, desire to diversity investments, increase in pension savings and the use of third-party investment products by pension funds and insurance companies and changing regulatory landscape.
The event is designed for ETF issuers, brokerage firms and others in the ETF ecosystem globally that are interested in understanding how to tap into the growing interest in ETFs in Latin America.
Panels will discuss the current and future use of ETFs by various types of investors and the regulatory requirements for local ETFs, US domiciled and UCITS ETFs to be marketed, sold and bought in Mexico, Brazil, Chile, Colombia, Peru, Uruguay and Costa Rica.
Attendees will have the opportunity to see and hear speakers via live video and audio of the keynote and panel discussions with audience Q&A, visit virtual event booths where they can meet and speak with our sponsors, attend virtual happy hours and join virtual networking sessions.
Last year's Conference Brochure
If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.
CPD educational credits are offered to buy side institutional investors, financial advisors, and RIAs.
Drivers of growth in the use of ETFs include: a growing middle class, desire to diversity investments, increase in pension savings and the use of third-party investment products by pension funds and insurance companies and changing regulatory landscape.
The event is designed for ETF issuers, brokerage firms and others in the ETF ecosystem globally that are interested in understanding how to tap into the growing interest in ETFs in Latin America.
Panels will discuss the current and future use of ETFs by various types of investors and the regulatory requirements for local ETFs, US domiciled and UCITS ETFs to be marketed, sold and bought in Mexico, Brazil, Chile, Colombia, Peru, Uruguay and Costa Rica.
Attendees will have the opportunity to see and hear speakers via live video and audio of the keynote and panel discussions with audience Q&A, visit virtual event booths where they can meet and speak with our sponsors, attend virtual happy hours and join virtual networking sessions.
Last year's Conference Brochure
If you can't attend on the day, register anyway and you'll receive recordings of all the sessions.
CPD educational credits are offered to buy side institutional investors, financial advisors, and RIAs.
Date & Time
April 14 & 15, 2021
9:00 AM - 3:00 PM EDT
9:00 AM - 3:00 PM EDT
LOCATION
Virtual Event
Missed the Summit?
No problem!
Register anyway and you'll receive recordings of all the sessions.
Register anyway and you'll receive recordings of all the sessions.
Event Features
• Visit virtual exhibition booths
• Watch product demos
• Arrange one-on-one chats
• Make new connections
• Network with the industry
• Watch product demos
• Arrange one-on-one chats
• Make new connections
• Network with the industry
Agenda
8:15-9:00 AM
Registration, Exhibit Hall & Networking
9:00-9:10 AM
Welcome and Introduction to ETF Landscape in Latin America
9:15-9:35 AM
Update on the Regulatory Framework for Offering US-domiciled and UCITS ETFs in Latin America
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Laura E. Flores, Partner, Morgan, Lewis & Bockius LLP
• Ethan W. Johnson, Partner, Morgan, Lewis & Bockius LLP
• Laura E. Flores, Partner, Morgan, Lewis & Bockius LLP
• Ethan W. Johnson, Partner, Morgan, Lewis & Bockius LLP
9:40-10:00 AM
Global Macro Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Vincent Deluard, Director, Global Macro Strategist, StoneX Group Inc
• Vincent Deluard, Director, Global Macro Strategist, StoneX Group Inc
10:05-10:35 AM
How Investors Use and Select ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Yousef Abbasi, Global Market Strategist, StoneX Group Inc
• Adriana Rangel, Business Development Executive, Vanguard
• Laure Peyranne Rovet, Head of Iberia, LatAm & US Offshore ETF Business Development, Invesco
• Nicolas Fragneau, Head of ETF product specialists, Amundi
• Olga De Tapia, Global Head of ETF Sales, HSBC Global Asset Management
• Yousef Abbasi, Global Market Strategist, StoneX Group Inc
• Adriana Rangel, Business Development Executive, Vanguard
• Laure Peyranne Rovet, Head of Iberia, LatAm & US Offshore ETF Business Development, Invesco
• Nicolas Fragneau, Head of ETF product specialists, Amundi
• Olga De Tapia, Global Head of ETF Sales, HSBC Global Asset Management
10:35-11:05 AM
Overview of the ETF Landscape in Mexico
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Roberto Gonzalez Barrera, CEO of Indeval, Grupo BMV
• Eduardo Flores Herrera, Partner, Creel
• Olga De Tapia, Global Head of ETF Sales, HSBC Global Asset Management
• Roberto Gonzalez Barrera, CEO of Indeval, Grupo BMV
• Eduardo Flores Herrera, Partner, Creel
• Olga De Tapia, Global Head of ETF Sales, HSBC Global Asset Management
11:10-11:40 AM
Overview of the ETF Landscape in Chile
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Felipe Cousiño, Partner, Alessandri
• Heinz Volquarts, Head of Americas International, State Street Global Advisors SPDR ETFs
• Felipe Cousiño, Partner, Alessandri
• Heinz Volquarts, Head of Americas International, State Street Global Advisors SPDR ETFs
11:40-12:00 PM
Overview of the ETF Landscape in Peru
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Diego Carrión, Partner, Hernández & Cía. Abogados
• Luciana Teply, Deputy Head of Institutional Distribution, LarrainVial
• Joswilb Vega Ugarte, Head of Research, Profuturo AFP
• Miguel Angel Zapatero, Deputy CEO, Lima Stock Exchange
• Diego Carrión, Partner, Hernández & Cía. Abogados
• Luciana Teply, Deputy Head of Institutional Distribution, LarrainVial
• Joswilb Vega Ugarte, Head of Research, Profuturo AFP
• Miguel Angel Zapatero, Deputy CEO, Lima Stock Exchange
12:00-12:30 PM
Exhibit Hall & Networking
12:30-12:50 PM
Overview of the ETF Landscape in Colombia
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Andrés Lozano Umana, CIO, Colfondos
• Luis Gabriel Morcillo, Partner, Brigard Urrutia
• Andres Olave, Director, Institutional Sales, BlackRock
• Andrés Lozano Umana, CIO, Colfondos
• Luis Gabriel Morcillo, Partner, Brigard Urrutia
• Andres Olave, Director, Institutional Sales, BlackRock
12:55-1:25 PM
Overview of the ETF Landscape in Brazil
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Alexei Bonamin, Head of the Capital Markets Group, TozziniFreire Advogados
• Nicolas Gomez, Managing Director, Head of Latin America ETF and Index Investments & Head of Latin America Product, BlackRock
• Marcos Skistymas, CFA, Head of Products – Equities and FIC, B3
• Renato Eid Tucci, Head of Beta Strategies & ESG Integration, Itaú Asset Management
• Alexei Bonamin, Head of the Capital Markets Group, TozziniFreire Advogados
• Nicolas Gomez, Managing Director, Head of Latin America ETF and Index Investments & Head of Latin America Product, BlackRock
• Marcos Skistymas, CFA, Head of Products – Equities and FIC, B3
• Renato Eid Tucci, Head of Beta Strategies & ESG Integration, Itaú Asset Management
1:30-1:50 PM
Overview of the ETF Landscape in Costa Rica
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Antonio Mirambell, Wealth Planner, Prival Bank
• Manuel A. González Sanz, Partner, Facio & Cañas
• Antonio Mirambell, Wealth Planner, Prival Bank
• Manuel A. González Sanz, Partner, Facio & Cañas
1:55-2:25 PM
A Discussion on Best Practices for Latin America When Trading US Listed and European UCITS ETFs
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI
• Michael Barrer, Associate Director of Capital Markets, WisdomTree Asset Management
• Pasquale Capasso, Head of Southern Europe & LatAm ETF Capital Markets, Invesco
• Miguel Ruiz, ETF Sales & Trading, Jane Street
• Allan Stewart, Vice President, ETF Sales and Relationship Management, Clearstream Banking S.A. Luxembourg
• Michael Barrer, Associate Director of Capital Markets, WisdomTree Asset Management
• Pasquale Capasso, Head of Southern Europe & LatAm ETF Capital Markets, Invesco
• Miguel Ruiz, ETF Sales & Trading, Jane Street
• Allan Stewart, Vice President, ETF Sales and Relationship Management, Clearstream Banking S.A. Luxembourg
2:25-2:30 PM
Closing Remarks
Deborah Fuhr, Managing Partner, Founder, ETFGI
2:30-3:00 PM
Exhibit Hall & Networking Open Discussion
Speakers
Yousef Abbasi, Global Market Strategist, StoneX Group Inc
Michael Barrer, Associate Director of Capital Markets, WisdomTree Asset Management
Alexei Bonamin, Partner, TozziniFreire Advogados
Roberto Gonzalez Barrera, CEO of Indeval, Grupo BMV
Pasquale Capasso, Head of Southern Europe & LatAm ETF Capital Markets, Invesco
Diego Carrión, Partner, Hernández & Cía. Abogados
Felipe Cousiño, Partner, Alessandri
Andrés Lozano Umana, CIO, Colfondos
Vincent Deluard, Director, Global Macro Strategy, StoneX Group Inc.
Laura E. Flores, Partner, Morgan Lewis
Deborah Fuhr, Managing Partner, Founder, ETFGI
Manuel A. González Sanz, Partner, Facio & Cañas
Eduardo Flores Herrera, Partner, Creel
Ethan W. Johnson, Partner, Morgan Lewis
Antonio Mirambell, Wealth Planner, Prival Bank
Luis Gabriel Morcillo, Partner, Brigard Urrutia
Laure Peyranne Rovet, Head of Iberia, LatAm & US Offshore ETF Business Development, Invesco
Adriana Rangel, Business Development Executive, Vanguard
Miguel Ruiz, ETF Sales & Trading, JaneStreet
Nicolas Fragneau, Head of ETF product specialists, Amundi
Allan Stewart, Vice President, ETF Sales and Relationship Management, Clearstream Banking S.A. Luxembourg
Olga De Tapia, Global Head of ETF Sales, HSBC Global Asset Management
Luciana Teply, Deputy Head of Institutional Distribution, LarrainVial
Renato Eid Tucci, Head of Beta Strategies & ESG Integration, Itaú Asset Management
Marcos Skistymas, CFA, Head of Products – Equities and FIC, B3
Joswilb Vega Ugarte, Head of Research, Profuturo AFP
Heinz Volquarts, Head of Americas International (Canada & Latam), State Street Global Advisors SPDR ETFs
Miguel Angel Zapatero, Deputy CEO, Lima Stock Exchange
Michael Barrer, Associate Director of Capital Markets, WisdomTree Asset Management
Alexei Bonamin, Partner, TozziniFreire Advogados
Roberto Gonzalez Barrera, CEO of Indeval, Grupo BMV
Pasquale Capasso, Head of Southern Europe & LatAm ETF Capital Markets, Invesco
Diego Carrión, Partner, Hernández & Cía. Abogados
Felipe Cousiño, Partner, Alessandri
Andrés Lozano Umana, CIO, Colfondos
Vincent Deluard, Director, Global Macro Strategy, StoneX Group Inc.
Laura E. Flores, Partner, Morgan Lewis
Deborah Fuhr, Managing Partner, Founder, ETFGI
Manuel A. González Sanz, Partner, Facio & Cañas
Eduardo Flores Herrera, Partner, Creel
Ethan W. Johnson, Partner, Morgan Lewis
Antonio Mirambell, Wealth Planner, Prival Bank
Luis Gabriel Morcillo, Partner, Brigard Urrutia
Laure Peyranne Rovet, Head of Iberia, LatAm & US Offshore ETF Business Development, Invesco
Adriana Rangel, Business Development Executive, Vanguard
Miguel Ruiz, ETF Sales & Trading, JaneStreet
Nicolas Fragneau, Head of ETF product specialists, Amundi
Allan Stewart, Vice President, ETF Sales and Relationship Management, Clearstream Banking S.A. Luxembourg
Olga De Tapia, Global Head of ETF Sales, HSBC Global Asset Management
Luciana Teply, Deputy Head of Institutional Distribution, LarrainVial
Renato Eid Tucci, Head of Beta Strategies & ESG Integration, Itaú Asset Management
Marcos Skistymas, CFA, Head of Products – Equities and FIC, B3
Joswilb Vega Ugarte, Head of Research, Profuturo AFP
Heinz Volquarts, Head of Americas International (Canada & Latam), State Street Global Advisors SPDR ETFs
Miguel Angel Zapatero, Deputy CEO, Lima Stock Exchange
Yousef Abbasi
GLOBAL MARKET STRATEGIST
STONEX GROUP INC
Yousef Abbasi joined INTL FCStone as the firm’s Global Market Strategist in August 2018. Abbasi brings years of “real-time market intelligence” experience to INTL FCStone. Currently, he is leveraging the firm’s cross-asset platform to produce thoughtful market color and differentiated idea generation. In his prior experience, Abbasi worked on the trading desks of Bear Stearns and JPMorgan. His most recent effort at JonesTrading saw the firm’s market intelligence offering gain accolades - including being ranked #1 by the Tabb Group. He graduated from New York University in 2005 with a degree focused on Political and Economic development. His studies at NYU culminated with a thesis on the Political and Economic evolution of post-Apartheid South Africa. Abbasi is regularly cited in the Financial Times, Wall Street Journal, Barron’s, and Bloomberg. He is a guest contributor on the Yahoo! Finance Network and also appears regularly on Fox Business News, Reuters TV, and Bloomberg.
Michael Barrer
Associate Director of Capital Markets
WisdomTree Asset Management
Michael Barrer is a member of the Capital Markets team based in New York. The Capital Markets group is involved in all aspects of WisdomTree ETFs, including product development, seeding and bringing new products to market and working with the client base on trading strategies and best execution strategies.
Michael also supports the trading community on providing liquidity and works closely with Latin American clients on trading and investing in WisdomTree ETFs. Michael began his career in finance as an equity and ETF proprietary trader, followed by two years at Merrill Lynch in an investment-related role. Since joining WisdomTree in 2013, Michael spent a year and a half as an integral member of the sales team and later joined the Capital Markets group to concentrate on his passion for ETF markets and trading. Michael graduated in 2004 from Syracuse University with a focus on business and technology.
Michael also supports the trading community on providing liquidity and works closely with Latin American clients on trading and investing in WisdomTree ETFs. Michael began his career in finance as an equity and ETF proprietary trader, followed by two years at Merrill Lynch in an investment-related role. Since joining WisdomTree in 2013, Michael spent a year and a half as an integral member of the sales team and later joined the Capital Markets group to concentrate on his passion for ETF markets and trading. Michael graduated in 2004 from Syracuse University with a focus on business and technology.
Alexei Bonamin
Partner
Tozzinifreire Advogados
Alexei Bonamin is a lawyer and professor in the Capital Markets, Banking and Finance, Private Equity & Venture Capital areas. He is partner of TozziniFreire Advogados in the Capital Markets, Banking & Finance, and Private Equity & Venture Capital groups.
He holds an LL.M. degree in Banking and Finance from LSE (The London School of Economics and Political Science) and he is a graduate of the Law School of PUC-SP (Pontifícia Universidade Católica de São Paulo).
He holds a CCEP (Certified Compliance and Ethics Professional) by SCCE (Society of Corporate Compliance and Ethic). In addition, Alexei is a Vice-Chairman of the Capital Markets Forum of IBA (International Bar Association) and the Chair of the IBA Presidential Task Force on Impact Investing; and a member of the LAB (Financial Innovation Laboratory) created by CVM, BID and ABDE, on green finance, social finance and Fintechs.
He holds an LL.M. degree in Banking and Finance from LSE (The London School of Economics and Political Science) and he is a graduate of the Law School of PUC-SP (Pontifícia Universidade Católica de São Paulo).
He holds a CCEP (Certified Compliance and Ethics Professional) by SCCE (Society of Corporate Compliance and Ethic). In addition, Alexei is a Vice-Chairman of the Capital Markets Forum of IBA (International Bar Association) and the Chair of the IBA Presidential Task Force on Impact Investing; and a member of the LAB (Financial Innovation Laboratory) created by CVM, BID and ABDE, on green finance, social finance and Fintechs.
Felipe Cousiño
Partner
Alessandri
Felipe Cousiño is a partner at Alessandri and head of the firm’s Capital Markets Practice which includes advising global asset management firms on the formation and registration of Chilean and foreign investment funds and advising on underlying transactions relating to their different asset classes, such as registered equity and debt securities, ETFs as well as alternative investments (private equity (including structuring exits), private debt, real estate, natural resources, aviation, mining, infrastructure). His practice has also focused on mergers and acquisitions, competition law and insurance.
Vincent Deluard
Global Macro Strategist
Stone X
Vincent Deluard, CFA, StoneX’s global macro strategist, authors widely-read research reports and advises institutional investors on asset allocation.
Vincent’s research is often featured in the Financial Times, WSJ, and Barron’s and he is a frequent guest on Bloomberg, CNBC, and RealVision.
Vincent is an adjunct prof of finance at Saint Mary’s master’s program and was an instructor for the CFA review program.
Eduardo Flores Herrera
Partner
Creel
Mr. Flores has represented sponsors, issuers, servicers and underwriters in a wide variety of public and private securities offerings, including equity, real estate investment trusts (Fibras), CKDs, securitizations, unsecured debt, secured debt and subordinated debt.
Mr. Flores has also represented local and international lenders and syndicate members in all types of financings, including unsecured, secured, warehouse and asset-backed financings. Mr. Flores advised Grupo Financiero Banortein two follow-on equity offerings (including the second largest equity offering in Mexico) and also represented Credit Suisse and Barclay’s as underwriters for Grupo Financiero Interaccionesin its equity offering in Mexico and international markets.
He also represented Banorte, HSBC and Multivaas issuers, and Credit Suisse as underwriter for Mifel, in several local and international offerings of Tier-2 capital subordinated securities.
Mr. Flores has also represented local and international lenders and syndicate members in all types of financings, including unsecured, secured, warehouse and asset-backed financings. Mr. Flores advised Grupo Financiero Banortein two follow-on equity offerings (including the second largest equity offering in Mexico) and also represented Credit Suisse and Barclay’s as underwriters for Grupo Financiero Interaccionesin its equity offering in Mexico and international markets.
He also represented Banorte, HSBC and Multivaas issuers, and Credit Suisse as underwriter for Mifel, in several local and international offerings of Tier-2 capital subordinated securities.
Laura E. Flores
Partner
Morgan Lewis
Laura E. Flores’ practice focuses on the regulation of investment companies and investment advisers. Laura regularly represents exchange-traded funds (ETFs), mutual funds, and variable insurance-dedicated products, as well as their sponsors and boards of directors, and investment advisers. She counsels both well-established clients and clients that are new to the industry on a variety of regulatory, transactional, compliance and operational issues, including the development of new financial products and services, federal and state registration issues, the preparation and implementation of compliance programs, business combinations involving investment companies and investment advisers, interpretive and “no-action” letter requests, requests for Securities and Exchange Commission exemptive relief, and regulatory examinations.
Laura also counsels investment advisory clients on matters, including advertising and communications with the public, investment adviser registration, and separately managed account (or wrap fee) programs. Laura also has significant experience representing “liquid alt” funds, funds that invest through offshore subsidiaries, and funds that utilize QFII/RQFII quotas to invest directly in securities issued and traded in China.
Laura also counsels investment advisory clients on matters, including advertising and communications with the public, investment adviser registration, and separately managed account (or wrap fee) programs. Laura also has significant experience representing “liquid alt” funds, funds that invest through offshore subsidiaries, and funds that utilize QFII/RQFII quotas to invest directly in securities issued and traded in China.
Deborah Fuhr
Managing Partner and founder
ETFGI
Previously Deborah Fuhr served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011. She also worked as a managing director and head of the investment strategy team at Morgan Stanley in London from 1997-2008, and as an associate at Greenwich Associates.
She has been working with investors, ETF, ETP providers, index providers, exchanges, MMs and APs, regulators, trade associations, custodians, law firms, accounting firms around the world since 1997.
Ms Fuhr was made a Fellow of CFA UK in January 2020, was the recipient of the ETF.com 2018 lifetime achievement award.
Deborah Fuhr is a founder and board member of Women in ETFs the first women’s group for the ETF ecosystem.
Founded in January 2014, WE inc is a 501(c)(3) non-profit organization that brings together over 5,800 women and men members, in 7 WE inc chapters across the United States and works with Women in ETFs entities in Canada, EMEA (7 chapters) and Pacific.
She has been working with investors, ETF, ETP providers, index providers, exchanges, MMs and APs, regulators, trade associations, custodians, law firms, accounting firms around the world since 1997.
Ms Fuhr was made a Fellow of CFA UK in January 2020, was the recipient of the ETF.com 2018 lifetime achievement award.
Deborah Fuhr is a founder and board member of Women in ETFs the first women’s group for the ETF ecosystem.
Founded in January 2014, WE inc is a 501(c)(3) non-profit organization that brings together over 5,800 women and men members, in 7 WE inc chapters across the United States and works with Women in ETFs entities in Canada, EMEA (7 chapters) and Pacific.
Roberto González Barrera
CEO of Indeval
Grupo Bolsa Mexicana de Valores
Roberto Gonzalez Barrera joined Grupo Bolsa Mexicana de Valores on January 1st, 2015 acting as CEO for the Post Trade Division and CEO of Indeval, (Mexico´s Central Securities Depository CSD).
He has over 28 years of experience in the financial sector, having worked for Bancomer, ING-Barings and Banamex- Citi.
He was Member of the Board and of the Executive Committee of Indeval for 14 years and a Founding Member of CCV’s Board (equities CCP), and member of the Executive Committee as well as Member of
Asigna’s Technical Committee (derivatives CCP) for 7 years.
He has served as President of ACSDA (Americas Central Securities Depositories Association) since 2017.
Roberto Gonzalez Barrera has a degree in Business Administration from the Universidad Iberoamericana.
Ethan W. Johnson
Partner
Morgan Lewis
Ethan Johnson counsels clients on regulatory and transactional matters, with a focus on hedge and private equity fund formation, and guides investment managers through the legal intricacies of international operations.
He advises clients on establishing offices and operations outside the U.S., developing and offering financial products and services, and global compliance programs.
He advises clients on establishing offices and operations outside the U.S., developing and offering financial products and services, and global compliance programs.
Luis Gabriel Morcillo
Partner
Brigard Urrutia
Partner of the Capital Markets, Securities & Private Equity Practice Group. Graduate of the School of Law of Universidad de Los Andes, and has an LL.M at University College London (UCL), with a Diploma on Private Equity from Oxford Saïd College.
He focuses his practice on securities offerings, and frequently advises clients on fund formation, asset management, Private Equity matters, including corporate governance and the execution of a diverse range of investment policies.
He focuses his practice on securities offerings, and frequently advises clients on fund formation, asset management, Private Equity matters, including corporate governance and the execution of a diverse range of investment policies.
Laure Peyranne Rovet
Head of Iberia, LatAm & US Offshore ETF Business Development
Invesco
Laure Peyranne is Head of ETF for Iberia, Latin America & US Offshore. Laure is a professional with 15 years of experience in the asset management industry, with very strong expertise in the ETF field, together with an in-depth knowledge of clients’ needs. Prior to joining Invesco in 2018, Laure worked for 7 years as Head of Amundi ETF, Index & Smart Beta strategies for Iberia and Latin America.
Before that, she was Senior Sales Manager for Société Générale for 6 years, covering France, Iberia and Latin America. Laure holds a BSc in Mathematics at University College London and a MSc in Management from EM Lyon.
Before that, she was Senior Sales Manager for Société Générale for 6 years, covering France, Iberia and Latin America. Laure holds a BSc in Mathematics at University College London and a MSc in Management from EM Lyon.
Adriana Rangel
Business Development Executive
Vanguard
Ms. Rangel is responsible for the design and execution of the business strategy in the Institutional client segment at Vanguard Lain America, which includes the positioning of passive and active solutions such as ETFs and Mutual funds, as well as investment advisory services between Afores, Insurers, Corporations and other participants in the stock market such as Brokerage Houses and Stock Exchanges. Before joining Vanguard, Ms. Rangel spent six years at BlackRock where she was the Director of iShares Global Markets for Latin America, focused on strengthening the operating ecosystem of local and global ETFs. Previously, she served as Equity Sales Trader at UBS and was Money Market Trader at Royal Bank of Scotland. Ms. Adriana Rangel has a degree in Economics from the Instituto Tecnológico Autónomo de México and is co-founder of Mujeres en Finanzas (Women in Finance), an organization that seeks to promote the development and professional empowerment of women in the financial sector.
Miguel Ruiz
ETF Sales & Trading
JaneStreet
Miguel Ruiz is a Sales Trader within Jane Street's Institutional Sales & Trading team. In this role, Miguel partners with institutional clients to understand their trading goals and provide access to Jane Street's execution strategies and services. Additionally, Miguel helps lead the firm’s client initiatives in Latin America.
Prior to joining Jane Street, Miguel was a Senior Vice President on Convergex’s Global Portfolio/ETF desk and was also a Managing Director at XP Securities LLC, whose parent company XP Investimentos is one of the largest independent brokers in Brazil. Miguel was also a director in the Non-Dollar Portfolio group of Bank of America Merrill Lynch, where he spent twelve years in the Latin America ADR Portfolio Trading/Sales Trading group.Miguel holds a degree in Economics from the University of Chicago.
Prior to joining Jane Street, Miguel was a Senior Vice President on Convergex’s Global Portfolio/ETF desk and was also a Managing Director at XP Securities LLC, whose parent company XP Investimentos is one of the largest independent brokers in Brazil. Miguel was also a director in the Non-Dollar Portfolio group of Bank of America Merrill Lynch, where he spent twelve years in the Latin America ADR Portfolio Trading/Sales Trading group.Miguel holds a degree in Economics from the University of Chicago.
Nicolas Fragneau
Head of ETF product specialists
AMUNDI
Mr Fragneau is Head of ETF product specialists at Amundi and has been managing the team since 2015. He joined Amundi (formerly CAAM) in January 2007 where he first worked as an equity portfolio manager within the Global Commodity team until 2013. Prior to joining the company he worked as a North American equity portfolio manager at Raymond James Asset Management. He started in this company in 2000 as an international liaison officer in the equity capital market team and was promoted assistant portfolio manager in 2001. He started his career at Cap Gemini in 1999 as an IT developer before completing his military service at the Institut des Hautes Etudes de Défense Nationale in Paris.
Mr Fragneau holds a Master degree in Management Science (Specialization in Finance) from the University of Paris IX Dauphine (2000). He is graduated from the Société Française des Analystes Financiers (SFAF) and the CEFA (2003)
Mr Fragneau holds a Master degree in Management Science (Specialization in Finance) from the University of Paris IX Dauphine (2000). He is graduated from the Société Française des Analystes Financiers (SFAF) and the CEFA (2003)
Claudia Sotelo Videla
Deputy Manager of Trading Products and Postrade
Santiago Stock Exchange
Commercial Engineer with more than 20 years of experience in the stock market. Leader and responsible for the development and evolution of the products and services of the Santiago Stock Exchange and its subsidiary CCLV, Central Counterpart. Experience in areas of studies, project development and new businesses in matters of financial operations and back office of the stock market, clearinghouses and settlement of financial instruments and payment systems. International consultant for financial market infrastructure companies in matters of improvement and development of new products. Leadership, communication and management skills of work groups focused on results.
Allan Stewart
Vice President, ETF Sales and Relationship Management
Clearstream Banking S.A. Luxembourg
Allan Stewart is Vice President in the Investment Fund Services team at Clearstream and is currently responsible for positioning Clearstream's ETF solutions.
In 2006, he moved to Clearstream Luxembourg's Securities financing sales team covering Spain, France, Benelux and Switzerland and in 2013, joined Clearstream's IFS Sales and then the product team developing fund shares as collateral then ETFs in Clearstream's flagship Vestima service. Allan Stewart joined BNYM in 2000 working on the commercial deployment of triparty repo services in Europe.
Olga de Tapia
Global Head of ETF sales
HSBC Global Asset Management
Olga de Tapia is Global Head of ETF Sales within HSBC Global Asset Management based in London and has been working in the financial industry since 2000. Prior to joining HSBC, Olga worked as a ETF sales for iShares by Blackrock in London, where she was responsible of client coverage across all segments in Southern Europe countries during 9 years. She was also an EMD Senior Product Strategist at Blackrock for 3 years. Previous to these roles in Blackrock, Olga worked as a Client Manager for the Southern Europe region at BNP Paribas Asset Management in Paris for 6 years. Olga received an MBA on BA from the IE in Madrid and a degree in Business and Administration from University Complutense in Madrid and Montpellier. She is fluent in English, French and Spanish.
Luciana Teply
Deputy Head of Institutional Distribution
Larrain Vial
Ms. Teply is currently Deputy Manager of Larrain Vial Institutional Distribution in Peru being responsible for the distribution of third-party funds to institutional investors. She previously served as Deputy Manager of Compass Institutional Clients in Peru, joining the company in 2010.
Ms. Teply has more than 10 years of experience in the financial industry and holds a bachelor's degree in Business Administration at the University of Lima.
Renato Eid Tucci
Head of Sales for Iberia and Latam
Itaú Asset Management
Renato is responsible for Beta Strategies & ESG Integration within Itau Asset Management. He holds a degree in business administration from the FGV (Getulio Vargas Foundation) and a master’s degree in Mathematical Modeling and Finance from USP (University of São Paulo).
With more than 20 years experience in financial and capital markets, he joined Banco BBA Creditanstalt in 2000 and moved to Banco Itaú BBA in 2002, where he stayed until 2011, trading at the proprietary desk where he focused on derivatives markets. He joined Itaú Asset Management in 2011, acting in portfolio management.
With more than 20 years experience in financial and capital markets, he joined Banco BBA Creditanstalt in 2000 and moved to Banco Itaú BBA in 2002, where he stayed until 2011, trading at the proprietary desk where he focused on derivatives markets. He joined Itaú Asset Management in 2011, acting in portfolio management.
Heinz Volquarts,CIMA
Head of Americas International
State Street Global Advisors SPDR ETFs
Heinz is a Vice President at State Street Global Advisors and Head of SPDR ETF Americas International (Canada & Latam). Heinz focuses on the distribution of SPDR ETFs to institutional investors throughout Canada, Mexico and South America including pension funds, mutual fund companies, insurance and private wealth managers.
Prior to joining State Street Global Advisors, Heinz was Head of Business Development for Vanguard in Mexico, responsible for establishing and maintaining client relationships. During his tenure at Vanguard, Heinz was the business lead in launching the Canadian ETF business. Furthermore, he was the Head of Product Development, Operations and Risk for Vanguard's Irish Domiciled UCITS Funds in addition to overseeing the launch of Vanguard UK domiciled OEICS Funds.
Heinz is a native of Mexico and holds a BS in Finance from the Instituto Politecnico Nacional in Mexico City and an MBA in Finance from the School of Business and Economics of the Universidad Anahuac. He holds FINRA Series 7 and 63 certifications as well as CIMA certification (Certified Investment Management Analyst).
Miguel Angel Zapatero
Deputy CEO
Lima Stock Exchange
Miguel A. Zapatero leads the client relationship, product development and operations. Mr. Zapatero worked previously as a Director for Latin America in the Global Client Group at BlackRock in San Francisco, California, and Santiago, Chile. He is an economist from the Universidad del Pacifico and holds a MBA degree from the University of California at Berkeley.
Pasquale Capasso
Head of Southern Europe & LatAm ETF Capital Markets
Invesco
Pasquale is Head of Southern Europe & Latam ETF Capital Markets for Invesco. His team of product and trading specialists focuses on developing and enhancing the liquidity and trading ecosystem for Invesco UCITS ETFs. Before joining Invesco, Pasquale worked at Deutsche Bank, BNP Paribas and MSCI in various roles on Exchange Traded Products (ETPs), Securitised Derivatives and Risk Management. Pasquale completed his Master’s degree with honours in Finance from Bocconi University, Italy and spent part of his academic career at Brandeis University, USA and National University of Singapore. He earned his Bachelor of Economics and Finance at University of Naples Federico II, Italy and is based in London.
Andrés Lozano Umaña
CIO
Colfondos
CIO for Colfondos since October 2016. Previously, Portfolio Manager for 7 years at Colfondos. Prior to Colfondos, 6 years at Valorem, the investment holding company of the Santo Domingo Group, as a portfolio manager and supporting also M&A transactions & op´s in the treasury department. Previously, trader with local and multinational clients in the treasury division of Citibank in Bogota. Executive MBA from IE Business School in Madrid, Spain. Graduated in business administration from CESA in Bogota Colombia.
Marcos Skistymas,CFA
Head of Products – Equities and FIC
B3
Marcos is head of listed products (equities, fixed income and FX) at B3 – Brasil, Bolsa, Balcão, with over 12 years of experience in the financial market, having also been responsible for the relationship with brokers and institutional clients. Before B3, Marcos was responsible for structured products for the Private Desk and market intelligence for institutional clients at Itaú Corretora.
Graduated in Computer Engineering from the University of São Paulo (POLI-USP) and CFA charterholder (Chartered Financial Analyst) since 2012.
Graduated in Computer Engineering from the University of São Paulo (POLI-USP) and CFA charterholder (Chartered Financial Analyst) since 2012.
Manuel A. González Sanz
Partner
Facio & Cañas
Antonio Mirambell
Wealth Planner
Prival Bank
Financial advisor with 15 years’ experience in Central Americas markets, Industrial Engineer with a master’s degree in Bank & Finance
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Launched in 2012 by Deborah Fuhr, ETFGI has become the dominant independent research and consulting provider providing insights on the entire global industry of ETFs and ETPs listed globally as well as the service providers.
Our range of research and subscription services include annual reviews of institutions that use ETFs and ETPs, an annual analysis of active ETFs and smart beta ETFs. We are the only company to provide a monthly report of every region in the world where ETFs / ETPs are listed.
See more: www.etfgi.com
Our range of research and subscription services include annual reviews of institutions that use ETFs and ETPs, an annual analysis of active ETFs and smart beta ETFs. We are the only company to provide a monthly report of every region in the world where ETFs / ETPs are listed.
See more: www.etfgi.com
Deborah Fuhr is the founder of ETFGI, an independent research events and consultancy firm which offers paid for subscription research services on trends in the global ETF ecosystem. Previously she was the global head of ETF research and implementation strategy and managing director at BlackRock/BGI, managing director and head of the investment strategy team at Morgan Stanley and an associate at Greenwich Associates. She is a Fellow of CFA UK, the recipient of 100 Women in Finance’s 2017 European Industry Leadership Award, the 2014 William F. Sharpe Lifetime Achievement Award for outstanding and lasting contributions to the field of index investing and the ETF.com 2018 lifetime achievement award. She is a founder, board member and co-president of Women in ETFs EMEA and a founder and board member of Women in ETFs inc.
Deborah Fuhr is the co-founder of ETF TV, a new show which provides insights into the use, trading, regulatory and product development trends for exchange traded funds ETFs and exchange traded products ETPs. Go to www.ETFtv.net to watch the latest episodes and contact us if you are interested in sponsoring a mini segment or a full episode.