1:00 PM – 1:30 PM

REGISTRATION

1:35 PM– 1:45 PM

OPENING REMARKS

Gregory Vadala, Managing Director, Head of Sales, Americas, S&P Dow Jones Indices

1:50 PM– 2:30 PM

INDEX INVESTING: GLOBAL TRENDS AND LOCAL INSIGHTS

-   How are global shifts and regional trends converging to reshape the passive investing landscape?

-   Is Brazil poised for a new phase of ETF growth?

-   How are market and indexing innovations broadening the use cases for index-based strategies?

Moderator: Paulo Eduardo de Souza Sampaio, Senior Director, Sales, Latin America–South Cone, S&P Dow Jones Indices

Panelists:

·   Catherine Clay, CEO, S&P Dow Jones Indices

·   Renato Eid Tucci, Partner – Head of Indexed Strategies and ESG Integration, Itaú Asset Management

2:35 PM – 2:50 PM

GLOBAL MACRO UPDATE

-   How are trade fragmentation, geopolitical tensions, and technological disruption reshaping the global economy?

-   Is higher inflation becoming a structural feature of the post-pandemic world?

-   Key global assumptions driving our outlook for growth, inflation, interest rates, and commodity markets.

-   Brazil: Growth Amid Global Headwinds: can Brazil sustain its recent resilience? Fiscal risks remain the cornerstone of Brazil’s investment story.

Standalone Presentation by:

·   João Machado, Senior Economist, S&P Global Market Intelligence

2:55 PM – 3:45 PM

BONDS WITHOUT BORDERS: FIXED INCOME EVOLUTION IN BRAZIL AND BEYOND

-   What are the latest developments in local market pricing and Brazil’s regulatory landscape?

-   How can a global perspective complement local fixed income strategies to offer diversification across market cycles?

-   How do recent additions to the fixed income indexing toolkit expand access and enhance transparency?

Introduction: Frans Scheepers, Product Management Group Lead, Fixed Income, Currency and Commodities, S&P Dow Jones Indices

Moderator: José Carlos Doherty, ANBIMA  

Panelists:

·   Andrés Kikuchi, Executive Director and Investments, Nu Asset Management

·   Cristiano Castro, BlackRock

·   Cauê Mançanares, CEO & Co-Founder, Investo

·   Isaac Marcovistz, BB Asset Management

3:45 PM – 4:05 PM

COFFEE BREAK

4:10 PM – 4:50 PM

GOING GLOBAL WITH THE S&P 500^®

-   How does the leading benchmark for U.S. equities reflect global growth?

-   What features of the index’s design have contributed to its enduring relevance?

-   Why is it so difficult for active managers to consistently outperform the S&P 500?

-   How can the S&P 500 potentially help global market participants mitigate domestic sector biases and enhance diversification?

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

Panelists:

·   Alexandre Frade, Senior Portfolio Manager, Indexed Strategies, Itaú Asset Management

·   Danilo Gabriel, Partner & Portfolio Manager, Indexed and International Funds, XP Asset Management

·   Eduardo Miquelotti, Partner & Head of Index Funds & ETFs, BTG Pactual Asset Management

·   Ian Lopez, Vice President, Head of Latin America, Client Coverage Group, Americas International, State Street Investment Management

4:55 PM – 5:35 PM

DERIVATIVES AND INDICES IN BRAZIL: NEW FRONTIERS

-   How is the growth of derivatives strategies transforming the ETF and structured products landscape globally?

-   How are recent index innovations, such as the launch of the S&P/B3 VIX Futures Index, creating new opportunities in the Brazilian market?

-   Can index-based derivatives strategies help investors navigate periods of elevated volatility?

Moderator: Patrick Hickey, Senior Director, Capital Markets, S&P Dow Jones Indices

Panelists:

·   Jorge Alegría, Bolsa Mexicana de Valores

·   Mandy Xu, Vice President and Head of Derivatives Market Intelligence, Cboe

·   Marcos Antonio Skistymas Filho, B3

5:40 PM – 6:20 PM

AI, TOKENIZATION AND THE NEXT WAVE OF DECENTRALIZED FINANCE

-   How are index innovations, new asset classes and emerging themes redefining so-called “passive” investing?

-   How is AI influencing index design and the next generation of investment products?

-   What role could tokenization play in expanding access to index-based strategies globally?

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

Panelists:

·    Cameron Drinkwater, Chief Product & Operations Officer, S&P Dow Jones Indices

·    André Portilho, Partner, Head of Digital Assets and Mynt, BTG Pactual  

6:25 PM – 7:05 PM

MODEL PORTFOLIOS: INNOVATION IN A CHANGING ETF LANDSCAPE

-   How are model portfolios evolving alongside the expanding ETF opportunity set?

-   Can model portfolios help advisors and their clients make more efficient investment decisions?

-   What insights can indices provide in model portfolio assessment and monitoring?

Introduction: Brandon Hass, Global Head of Client Solutions Group, Direct Indexing and Model Portfolios, S&P Dow Jones Indices 

Moderator: Bruno Stein, Galapagos Capital

Panelists:

·   Cindy Shimoide, Head of Client Solutions Group for Latin America, BlackRock

·   Diego Martins, Pragma

·   Lucas Marquezino, ETF Product & Sales Manager, Bradesco Asset Management

7:10 PM – 7:15 PM

CLOSING REMARKS 

7:15 PM – 8:30 PM

COCKTAIL RECEPTION