1:30 PM – 2:00 PM

REGISTRATION

2:00 PM – 2:10 PM

OPENING REMARKS

Bruce Schachne, CCO, S&P Dow Jones Indices

2:10 PM – 2:40 PM

KEYNOTE: WHAT’S NEW AND WHAT’S NEXT FOR THE BRAZILIAN MARKET

João Pedro Barroso do Nascimento, Chairman, CVM

2:40 PM – 3:00 PM

THE RISE OF PASSIVE AT HOME AND INTERNATIONALLY

- What’s driving the growth of passive investing internationally and in Brazil

- Index-based strategies for international diversification

- The latest trends in passive investing, including ESG and thematic strategies

Speaker: Anu Ganti, Senior Director, Index Investment Strategy, S&P Dow Jones Indices

3:00 PM – 3:40 PM

INDUSTRY LEADERS ON ETF MARKET TRENDS

- How the performance of the Brazilian equity market stacks up to other Latin American and global equity markets

- Opportunities and challenges for equity ETFs in Brazil

- Obstacles to widespread passive adoption in Brazil, including distribution costs and taxation of multi-asset investments

- Why active and passive strategies are not mutually exclusive and strategies for reconciling these two approaches

Moderator: Carlos Takahashi, Chairman/Vice President, BlackRock/ANBIMA

Panelists:

· Aroldo Medeiros, CEO, BB Asset Management

· Eduardo Miquelotti, Head of Product Development, BTG Pactual

· Renato Eid, Head of Indexed Strategies, Itaú Asset Management

· Ricardo Eleutério da Silva, COO, Bradesco Asset Management

3:40 PM – 4:10 PM

A MULTI-DIMENSIONAL APPROACH TO U.S. EQUITIES

- The significance of the S&P 500 to Brazilian investors

- Accessing income through U.S dividend strategies

- How passive ESG, thematic and multi-asset strategies based in the U.S. can help investors pursuing a range of objectives

Speaker: Garrett Glawe, Managing Director, Head of US Equity, S&P Dow Jones Indices

4:10 PM – 4:30 PM

COFFEE BREAK

4:30 PM – 5:10 PM

TAPPING INTO MEGATRENDS WITH INDEX-BASED THEMATIC STRATEGIES

- Using passive thematic strategies to participate in international megatrends

- The latest developments in thematic investing from clean energy to biotech

- Exploring whether megatrends represent cyclical or structural themes

Moderator: Marcos Antonio Skistymas, Head of Listed Products, B3

Panelists:

· Bruno Stein, Head, Global X ETFs Brazil

· Caíque Cardoso Costa, Portfolio Specialist, Itaú Asset Management

· Cauê Mançanares, CEO and Co-founder, Investo

. Danilo Gabriel, Head of Indexed Products, XP Asset Management

· Karina Saade, Country Head of Brazil, BlackRock

5:10 PM – 5:50 PM

INFLATION, INCOME AND PASSIVE STRATEGIES

- How real estate and fixed income may help in efforts to both mitigate inflation and access income

- Why many investors are turning to index-based dividend strategies in this challenging market environment

- Using commodities strategies to enhance diversification

Moderator: Daniel Lobo, Vice President, Brazil Sales, Goldman Sachs Asset Management

Panelists:

· Bruno Rocha Bonini, Head of Products and Distribution, Safra Asset Management

· Flavio Mantesso, Founding Partner, WISE Capital

· Luiz Philipe Biolchini, CIO, Bradesco Asset Management

· Rafael Daher, Passive Investments Specialist, DWS

5:50 PM – 6:00 PM

CLOSING REMARKS

José Ribeiro de Andrade, Vice President of Products and Clients, B3

Paulo Eduardo Sampaio, Senior Director of Sales, Latin America (South Cone), S&P Dow Jones Indices

6:00 PM – 7:00 PM

COCKTAIL