2nd Annual Chilean Indexing & ETF Masterclass: Climbing Beyond Traditional Investment Strategies

THURSDAY, OCTOBER 25 2018 AT 2:30 PM EST

Around the world, low-cost index-based investing has proven to be an effective strategy over the long term. How can Chilean investors stay ahead of the curve by incorporating the growing range of passive investing opportunities—from fixed income to factors?

Join S&P DJI and BCS as we bring together renowned local and international practitioners to explore:

  • What the data says about how active management is getting harder.
  • Ways to squeeze alpha out of beta—a closer look at how blending active and passive beta strategies may help manage risk and enhance returns.
  • The latest developments in outcome-oriented fixed income strategies designed to meet specific goals.
  • Alternative approaches to generating income with innovative dividend growth strategies.

Speakers View All >
José Antonio Martínez

Santiago Exchange

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Lucy Pamboukdjian

Santiago Exchange

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Jorge Meyer

Inversiones Security

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Leonardo Vázquez

Itaú Asset Management

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Vitor Batista

Mirae Asset Global Investments

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Partners
Bolsa de Santiago
Location
DoubleTree by Hilton - Av Vitacura 2727, Las Condes, Región Metropolitana, Chile

2:30 – 2:50 PM

REGISTRATION & WELCOME COFFEE

 

2:50 – 3:00 PM

WELCOME & OPENING REMARKS

 

José Antonio Martínez, CEO, Bolsa de Santiago

 

3:00 – 3:30 PM

INSIDE THE GLOBAL ETF LANDSCAPE AND OPPORTUNITIES FOR CHILE

·         What are the current trends globally and regionally?

·         Where are the opportunities for new markets and new products?

·         What does this all mean for Chile?

 

Speaker: John Davies, Managing Director, Global Head of Exchange Traded Products, S&P Dow Jones Indices

 

3:30 – 4:00 PM

THE GROWTH OF INDEX-BASED INVESTING WITH LESSONS FROM ABROAD

·         Passive trends, challenges, and opportunities around the world and what they may mean for Chile.

·         The evolution of index-based strategies—from market cap weighted to smart beta.

·         How active managers typically stack up against their benchmarks and the likelihood of top-performing active managers staying on top.

 

Speaker: Craig Lazzara, Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices

 

4:00 – 4:40 PM

THE BLENDING WORLDS OF ACTIVE AND PASSIVE

·         How passive and active investment approaches can coexist & how investors are incorporating index-based products.

·         Trending investments themes & determining the right investment for the right time—from sectors to small caps to ESG.

·         The appetite and challenge for ETF adoption domestically as compared with other markets.

 

Moderator: Lucy Pamboukdjian, Chief Commercial Officer, Bolsa de Santiago

 

Panelists:

·         Jorge Meyer de Pablo, Strategy Manager Local Assets, Inversiones Security

·         Mauricio Canas, Executive Director, Chief Investment Strategist, Wealth Management Chile, BTG Pactual Chile

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

 

4:40 – 4:55 PM

BREAK

 

4:55 – 5:35 PM

OPPORTUNITIES IN FIXED INCOME INVESTING

·         Why is it taking so long for investors to embrace state-of-the-art fixed income strategies?

·         Opportunities that run the gamut from traditional bond investing to the latest fixed income ETF strategies.

·         The benefits and challenges associated with using fixed income ETFs and lessons we can glean from abroad.

 

Moderator: Jaime Merino, Director, Fixed Income Indices, S&P Dow Jones Indices

 

Panelists:

·         Vitor Batista, Head of Product Development & Marketing, MIRAE Asset Global Investments

·         Juan Camilo Guzmán Contreras, Head of Fixed Income, Santander Asset Management – Chile

 

5:35 – 6:15 PM

THE QUEST FOR INCOME: DIVIDEND YIELD STRATEGIES

·         Why are dividend yield strategies so attractive?

·         Are the Chilean macro conditions a favorable environment for dividend strategies?

·         An innovative strategy can be a simple concept that makes sense and generates value in the long term—learn how dividend yield strategies can be implemented in Chilean market.

 

Speakers:

·         María Sánchez, Associate Director, Global Research & Design, S&P Dow Jones Indices

·         Leonardo Vazquez, WMS Beta Strategies & ESG Integration, Itaú Corpbanca

 

6:15 – 6:25 PM

CLOSING REMARKS

 

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

 

6:25 – 7:00 PM

NETWORKING COCKTAIL

 

 

José Antonio Martínez

Santiago Exchange

View Bio >
Lucy Pamboukdjian

Santiago Exchange

View Bio >
Jorge Meyer

Inversiones Security

View Bio >
Leonardo Vázquez

Itaú Asset Management

View Bio >
Vitor Batista

Mirae Asset Global Investments

View Bio >
Juan Camilo Guzmán

Santander Asset Management Chile

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Antonio de Azpiazu

S&P Dow Jones Indices

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Craig Lazzara

S&P Dow Jones Indices

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Jaime Merino

S&P Dow Jones Indices

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John Davies

S&P Dow Jones Indices

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Maria Sánchez

S&P Dow Jones Indices

View Bio >
Silvia Kitchener

S&P Dow Jones Indices

View Bio >
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