4:30 pM – 5:00 pM

REGISTRATION

5:00 pM – 5:15 pm

Opening Remarks on the State of the Mexican Market:

WHERE WE STAND AND WHERE WE’RE HEADED

-       Views on the issues and opportunities facing Mexico’s financial market

-       40 years and counting of the IPC, a Mexican icon

José-Oriol Bosch Par, General Director, Bolsa Mexicana de Valores

5:15 pM – 5:45 pM

Keynote Address: CASTING A VOTE FOR FINANCIAL STABILITY

-       Practical strategies for mitigating election year volatility

-       Which sectors may be most affected by the election and potential changes to NAFTA

-       Perspectives on retirement issues facing Mexico today

Alexis Milo, Chief Economist and Head of Research, Mexico, HSBC

5:45 pM – 6:25 pM

taking diversification to the next level with factor strategies

-       A look at how investors are turning to factor strategies to help diversify their portfolios

-       Combining single- and multi-factor approaches to mitigate uncertainty

-       Tailored factor solutions for the Mexican market that are addressing local needs

Moderator: Joseph Kairen, Senior Director, Strategy & Volatility Indices, S&P Dow Jones Indices

Panelists:

·         Richard Ramírez Webster, CEO, Sherpa AM

·         Del Stafford, Managing Director, BlackRock

6:25 pM – 6:35 pM

BREAK

6:35 pM – 7:15 pM

TACtical tools for managing volatility

-       Tactical ways the IPC and VIX^® are being used to assess market dynamics and risk

-       How low volatility, risk control, and sector strategies are being used to mitigate volatility concerns

Moderator: Maria Sanchez, Associate Director, Global Research & Design, S&P Dow Jones Indices

Panelists:

·         Salvador Gomez, Head of Passive Asset Management for Latin America, Deutsche Bank

·         Pablo Bernal, Wealth Executive, Vanguard

·         Irma Bribiesca, Director ETF Product Strategy/Management & Business Development, Transamérica

·         Aron Brener, Subdirector Operaciones Derivados, MexDer

7:15 pM – 7:55 pM

What You Need to Know About FIBRAS

-       The pros and cons of allocating to the FIBRAS market segment, both locally and internationally

-       A more in-depth look at how pension funds are incorporating FIBRAS in their investment strategies

Moderator: Silvia Kitchener, Director, Global Equity Indices, Latin America, S&P Dow Jones Indices

Panelists:

·         Gonzalo Robina, Presidente, Asociación de FIBRAS

·         Óscar Ortíz Molina, Socio, Líder Impuestos Industria Financiera,
EY Ernst & Young

·         Abelardo Hernández Julia, Afore SURA

7:55 pM – 8:00 PM

Closing remarks

Antonio De Azpiazu, Managing Director, Latin America, S&P Dow Jones Indices

8:00 PM – 9:00 pm

COCKTAIL RECEPTION