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S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
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S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
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SPIVA®
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
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Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
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Annual Brazil Indexing & ETF Masterclass 2025
The Future of Passive in Brazil: Capitalizing on Trends and Opportunities
Throughout the world and in Brazil, passive investing solutions are inspiring investors to consider new approaches to asset allocation. Join S&P DJI and industry leaders as we explore how index-based strategies are transforming the investment landscape and expanding the opportunity set.
Topics will include:
Indexed Strategies Senior Portfolio Manager
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13:00 – 13:30 |
REGISTRATION |
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13:35 – 13:45 |
OPENING REMARKS Robert Ross, Chief Commercial Officer, S&P Dow Jones Indices |
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13:50 – 14:30 |
AROUND THE WORLD IN 30 MINUTES: UNPACKING GLOBAL INDEXING TRENDS - How are indices evolving and adapting to a new investment landscape? - How are ETFs transforming the industry and what trends enable ETFs to democratize asset management globally? - Where does Brazil rank among passive investing leaders and laggards globally? - How are investors combining passive and active approaches to asset allocation? Moderator: Joe Nelesen, Head of Specialists, Index Investment Strategy, S&P Dow Jones Indices Panelists: · Bruno Barino, Country Manager, BlackRock Brazil · Bruno Stein, Executive Director, Global Head of ETFs, Galapagos Capital · Rafael Daher, Director – Senior Specialist in Indexed Products, DWS |
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14:35 – 15:15 |
BEYOND BRAZIL: MITIGATING HOME BIAS - What are the potential benefits of a more global view of portfolio construction? - How do cross-border funds compare to local products? - When considering international exposures, what are some important considerations from a tax, trading and distribution perspective? Moderator: John Welling, Head of Global Equities & Thematic Indices,S&P Dow Jones Indices Panelists: · Cauê Mançanares, CEO, Investo · Cristiano Castro, Business Development Director, BlackRock Brazil · Daniel Popovich, Portfolio Manager, Franklin Templeton · Juan Hernandez, Head, Vanguard Latin America |
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15:20 – 16:00 |
KNOWLEDGE IS POWER: HOW INDUSTRY LEADERS ARE MEETING INVESTOR EDUCATION NEEDS - Which industry-led educational initiatives are having the greatest impact on how investors understand and use ETFs? - What insights can be shared to encourage ETF adoption? - How are influencers changing the financial advisory landscape? Moderator: Paulo Eduardo de Souza Sampaio, Senior Director – Latin America (South Cone), S&P Dow Jones Indices Panelists: · Ana Cláudia Leoni, CEO, Planejar · Francisco Amarante, Superintendent, ABAI · Marcelo Billi, Superintendent of Sustainability, Innovation and Education, ANBIMA · Thalita Forne, Superintendent, B3 |
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16:05 – 16:25 |
COFFEE BREAK |
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16:30 – 17:00 |
FIRESIDE CHAT: MEASURING RISK AND OPPORTUNITY THROUGH THE VIX® - How has the VIX historically informed investors in developed markets? - How does the S&P/B3 Ibovespa VIX compare to its U.S. market counterpart? - How do strategies based on the VIX perform? - How can we define and measure VIX liquidity? Moderator: Tim Brennan, Global Head of Capital Markets & Exchange Strategy, S&P Dow Jones Indices Panelists: · Danny Kipnis, Research and Product Development, Cboe Labs · Pietro Amado, Equity Derivatives Specialist, B3 |
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17:05 – 17:45 |
KEY CHALLENGES AND OPPORTUNITIES IN ETF DISTRIBUTION - Why are ETFs still associated with more distribution challenges than other funds? - How have other markets globally addressed the issue of distribution fees? - What role do digital platforms play in overcoming distribution challenges? Moderator: Leonardo Vasques, ETF Specialist Panelists: · Guilherme Nascimento, Head of Institutional Channel, XP Banco de Atacado · Leonardo Maranhão, Partner, Invés Finance · Mariana Negri, Commercial Superintendent of Investments, Itaú · Tiago Lima, Head of BTG Asset Management Distribution, BTG Pactual |
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17:50 – 18:30 |
PORTFOLIO PERSPECTIVES: UPDATING THE DIVERSIFICATION PLAYBOOK - Do the old rules of diversification apply in a high-correlation world? - What role can global fixed income play in multi-asset portfolios? - Are alternatives and private credit meeting high investor expectations? - How can ETFs add value in diversification strategies? Moderator: Joe Nelesen, Head of Specialists, Index Investment Strategy, S&P Dow Jones Indices Panelists: · Alexandre Frade, Indexed Strategies Senior Portfolio Manager, Itaú Asset Management · Andrés Kikuchi, Chief Investment Officer, Nu Asset Management · Bruno Bonini, Head of Commercial, Safra Asset Management · Clayton Rodrigues, Head of Multi-Asset, Bradesco Asset Management |
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18:35 – 18:45 |
CLOSING REMARKS Greg Vadala, Executive Director, Global Strategic Partnerships, S&P Dow Jones Indices |
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18:45 – 20:00 |
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.
Indexed Strategies Senior Portfolio Manager
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Managing Director, Global Head of Capital Markets and Exchange Strategy
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Senior Director, Sales, Latin America–South Cone
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