Accepted for CFA® credit

A complimentary event for financial advisors and wealth managers

As concerns around volatility, inflation and climate change grow, Mexican investors are considering ways to diversify, maximize total returns and access income. Join S&P DJI and BMV as we bring together industry thought leaders and financial professionals to explore how passive strategies may offer new opportunities across regions, asset classes and themes.

Topics will also include:

  • How investors are using ESG, factor and thematic index-based solutions to diversify and combat inflation
  • How indices can help investors assess the risks of climate change, align with net zero scenarios and implement broad-market ESG strategies
  • The role that international diversification can play in defensive and growth-oriented index-based strategies
  • Global perspectives on when and where indexing has outperformed active strategies
  • Where we stand when it comes to Mexico’s green taxonomy

Featured Speakers

José-Oriol Bosch Par, BMV Group

CEO

View Bio
María del Carmen Bonilla Rodríguez, Secretariat of Finance and Public Credit of Mexico

Head of the Public Credit Unit

View Bio
Mariuz Calvet, HSBC

Director of Sustainable Finance for Mexico and Latin America

View Bio
Laura Aguirre, Secretariat of Finance and Public Credit of Mexico

Managing Director

View Bio
Alba Aguilar, Green Finance Advisory Council

Director

View Bio
Rafael del Villar Alrich, Bank of Mexico

Director of Analysis and Policies of Environmental and Social Risks

View Bio
Carlos Kretschmer, Quanta Shares

Director

View Bio
Jaime Lázaro Ruiz, BBVA

Head of Asset Management

View Bio
Juan Hernández, Vanguard

Head of Latin America

View Bio
Sergio Méndez, BlackRock

CEO

View Bio
Eduardo Carrillo Madero, Finamex

CEO

View Bio
David Galarza Márquez, Actinver

Managing Director

View Bio
Robert Forsyth, SSGA

Head of ETF Strategy

View Bio
Gustavo Lozano, Amundi Asset Management México

Country Manager

View Bio
Keegan Ball, Quantitative Solutions, J.P. Morgan Asset Management

Vice President

View Bio
Adriana Rangel, Mujeres en Finanzas/Vanguard

Co-founder/Head of Institutional Sales

View Bio

 

Register now for this event.

Register