8:30 AM – 9:00 AM

REGISTRATION

9:00 AM – 9:10 AM

OPENING REMARKS

Bruce Schachne, CCO, S&P Dow Jones Indices

9:10 AM – 9:30 AM

THE RISE OF PASSIVE AT HOME AND INTERNATIONALLY

• What’s driving the growth of passive investing internationally and in Chile
• Index-based strategies for international diversification
• The latest trends in passive investing, including ESG and thematic strategies
• What the latest SPIVA Scorecard can tell us about how active managers stacked up to their benchmarks in 1S 2022

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

9:30 AM – 10:10 AM

INDUSTRY LEADERS ON ETF MARKET TRENDS

• How the performance of the Chilean equity market stacks up to other Latin American and global equity markets
• Opportunities and challenges for ETFs in Chile
• Obstacles to widespread passive adoption in Chile, 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: Andrés Araya Falcone, Chief Business Officer, Santiago Stock Exchange

Panelists:

• Diego Chomalí, Partner, Singular
• Benjamín Souza, Managing Director, BlackRock
• Juan Araujo Guerra, CEO, Itaú Asset Management Chile

10:10 AM – 10:30 AM

A MULTI-DIMENSIONAL APPROACH TO U.S. EQUITIES

• The significance of the S&P 500 to Chilean 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 U.S. Equity Indices, S&P Dow Jones Indices