2:00 PM – 2:30 PM

REGISTRATION

2:35 PM – 2:45 PM

OPENING REMARKS

José Manuel Allende Zubiri, SVP Issuers, Information Services, Markets & Valmer, BMV Group

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

2:50 PM – 3:35 PM

MEXICO’S CHANGING INVESTMENT LANDSCAPE: ETFS, EVOLVING APPROACHES AND WHAT’S NEXT

– How are ETFs reflecting Mexico’s equity momentum?

– Why are more advisors choosing ETFs as primary investment tools?

– What themes are resonating with wealth clients today and looking toward the future?

– How are emerging technologies and trends, such as fee-based and model approaches, empowering investors and changing portfolio management?

Introduction: Elijah Oliveros-Rosen, Chief Economist, Emerging Markets, Global Economics & Research, S&P Global Ratings

Moderator: Richard Ramírez-Webster, Founder and Director of Investments (CIO), Sherpa Capital

Panelists:

· Rodrigo Román, NSC Asesores

· Luis Ángel Rodríguez Amestoy, Director General, BBVA Asset Management Mexico

3:40 PM – 4:20 PM

THE EVOLVING U.S. MARKET: HOW ARE ECONOMIC AND TECHNOLOGICAL CHANGES REDEFINING SECTORS?

– How can sector ETFs help investors identify and tap into U.S. and global opportunities?

– What approaches can advisors take to diversify and mitigate single-country risk?

– What U.S. and global market trends are impacting ETF usage and innovation?

Moderator: Hamish Preston, Head of U.S. Equities, S&P Dow Jones Indices

Panelists:

· Salvador Gomez, Managing Director - Head of Xtrackers Sales Americas, DWS

· Elliot Hentov, Chief Macro Policy Strategist, State Street Investment Management

· Mannik S. Dhillon, President of Investment Franchises & Solutions and Head of ETFs, Victory Capital

· Chris Dahlin, Sr Factor & Core Equity Strategist, ETFs and Indexed Strategies, Invesco

· Christopher Gannatti, Global Head of Research, WisdomTree

4:25 PM – 5:10 PM

RETHINKING RETIREMENT INCOME IN MEXICO 

– What does the next wave of pension-led ETF innovation look like?

– Why are ETFs becoming powerful tools for institutions?

– How are investors combining passive and active approaches?

– How are regulatory changes impacting ETF usage?

Introduction: Ximena Gonzalez, Executive Director, J.P. Morgan Asset Management 

Moderator: Manuel González, Senior Director, Client Coverage, Latin America, North Cone, S&P Dow Jones Indices 

Panelists:

· Ximena Gonzalez, Executive Director, J.P. Morgan Asset Management

· Eduardo Benigno Parra Ruiz, Director General, Afore Azteca

· Guillermo Zamarripa Escamilla, Presidente, Amafore & FIAP

· Minister Julio César Cervantes Parra, Presidente, National Commission for the Retirement Saving System

5:15 PM – 6:00 PM

OPPORTUNITIES BEYOND THE LOCAL FIXED INCOME MARKET 

– Where are investors finding opportunities beyond local bonds?

– How are investors balancing opportunity with currency volatility?

– How are leveraged loans extending opportunities beyond bonds?

– How have index-based ETFs increased access to global fixed income markets?

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

Moderator: Michel Dena Martinez, CIO, Afore Inbursa 

Panelists:

· Matthew Wrzesniewsky, Head of Fixed Income Client Portfolio Management, Investment Management Group, Vanguard

· Benjamin Souza, Managing Director, BlackRock

· Luis Gonzalí Saucedo, VP / Co-Director de Inversiones, Franklin Templeton Mexico   

· Mayte Rico, Chief Investment Officer, HSBC Asset Management Mexico  

6:00 PM – 6:15 PM

BREAK

6:20 PM – 7:00 PM

TRANSFORMING PASSIVE INVESTING: AI, TOKENIZATION AND EMERGING THEMES 

– 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?

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

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

· Juan Hernandez, Head of Vanguard Latin America and UCITS Global Distribution, Vanguard

7:05 PM – 7:45 PM

DERIVATIVES AND THE NEXT PHASE OF ETF INNOVATION

– How are derivative strategies growing and offering greater access to investors?

– What types of investment strategies are most aligned with derivatives-based approaches?

– How do derivatives impact the global liquidity ecosystem?

– How are derivatives fueling a new wave of ETF strategies?

Moderator: Tim Brennan, Managing Director, Global Head of Capital Markets and Exchange Strategy, S&P Dow Jones Indices

Panelists:

· Aye M. Soe, Executive Director – Financial Research and Product Development, CME Group

· Aron Brener Nedvedovich, Director de Operaciones / COO, MexDer

· Manuel Meza, Managing Director, Head of Global Markets Mexico, BBVA

7:50 PM – 8:10 PM

LOOKING AHEAD: KEY TAKEAWAYS AND THE NEXT CHAPTER OF INVESTING IN MEXICO 

– How are ETFs, derivatives, global market trends and new asset classes reshaping Mexico’s investment toolkit?

– Why are transparency and liquidity considerations especially top-of-mind in the current environment?

– Where does tokenization fit within the traditional landscape today—and what could drive its adoption locally?

– What investment trends and asset classes should investors, advisors and institutions be watching next?

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

Panelists:

· Robert Ross, Chief Commercial Officer, S&P Dow Jones Indices

· Nicolas Gomez, Managing Director, Head of iShares for the Americas Institutional Business & Latin America, BlackRock

8:10 PM – 9:30 PM

COCKTAIL RECEPTION