Index-based investing continues to stand out across the globe . As the pace of passive investing continues to gain momentum in Chilean markets, how can investors reap the benefits of these low-cost and nimble strategies that run the gamut from headline index exposure to liquid small caps & sector tactics to up and coming ESG objectives?
Join S&P DJI and Bolsa de Santiago as we bring together renowned local and international practitioners to explore:
2:30 PM – 2:50 PM |
REGISTRATION & WELCOME COFFEE |
2:50 PM – 3:00 PM |
OPENING REMARKS José Antonio Martínez, CEO, Santiago Stock Exchange |
3:00 PM – 3:30 PM |
ANALYZING THE STATE OF THE CHILEAN MARKET - Current challenges facing foreign investors and how to attract foreign investment. - How can investors capitalize on both domestic and international opportunities? Speaker: Guillermo Larraín, Chairman, ChileCapital Consultores |
3:30 PM – 4:15 PM |
EVALUATING ETF MARKET OPPORTUNITIES AT HOME AND ABROAD - Learn from a panel of seasoned advisors, as they discuss how to use low-cost ETFs to optimize portfolio performance. - With a variety of ETFs available, how can Chile help bring about more passive investment opportunities in the near and long term? Moderator: John Davies, Managing Director, Global Head of Exchange Traded Products, S&P Dow Jones Indices Panelists: · Wagner Guida, CEO, Itaú Asset Management · Sebastián Figueroa, Head of Wealth Management, BlackRock |
4:15 PM – 4:45 PM |
UNCOVERING OVERLOOKED OPPORTUNITIES IN SMALL CAPS - Gain a better understanding of the latest innovative investment strategies to help capture small-cap exposure. - Look at small-cap performance vs. mid- and small-cap counterparts. Moderator: Andrés Araya Falcone, Chief Business Officer, Santiago Stock Exchange Panelists: · Andrés Navarrete, Portfolio Manager, BTG Pactual Chile · Andrés Cáceres, Senior Strategist, BCI Corredor de Bolsa · Yosy Banach, Head of Quantitative Strategies and Portfolio Manager, LarrainVial |
4:45 PM – 5:00 PM |
NETWORKING BREAK |
5:00 PM – 5:30 PM |
FIRESIDE CHAT: EXPLORING A NEW WAVE OF SECTOR STRATEGIES - Go under the hood of cutting-edge sector strategies and those designed to better serve the local market. Speaker: Silvia Kitchener, Director, Global Equity Indices, Latin America, S&P Dow Jones Indices Guest: Hugo Rubio, Chairman, BTG Pactual Chile |
5:30 PM – 5:45 PM
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ESG ON THE WORLD STAGE: FROM NICHE TO MAINSTREAM - Perspectives on where the industry stands now and where it is heading. - Understanding the power of data with S&P DJI ESG Scores. Speaker: Mona Naqvi, Senior Director, Product Management, ESG Indices, S&P Dow Jones Indices |
5:45 PM – 6:20 PM |
SPOTLIGHT ON CHILE: EXAMINING ESG’S GROWING PRESENCE AT HOME - How Chilean financial markets and government are gearing up to tackle ESG. - Understanding the opportunities, challenges, and approaches to integrating ESG considerations into portfolio construction. Moderator: Mona Naqvi, Senior Director, Product Management, Panelists: · Beatriz Calderón, CEO, Cerendypia Consultores · Andrés Acevedo, CIO of Traditional Assets, Sura Investment Management · Mauricio Perez, Head of Institutional Chile, BlackRock · Gustavo Price, Head of Investments, AFP Cuprum |
6:20 PM – 6:30 PM |
CLOSING REMARKS |
6:30 PM – 7:00 PM |
COCKTAIL |
Statements made by persons who are not S&P Dow Jones Indices employees represent their own views and opinions, and are not necessarily the views of S&P Dow Jones Indices.
Agenda subject to change.