3rd Annual Chile Indexing & ETF Masterclass

WEDNESDAY, OCTOBER 2, 2019 AT 2:30 PM CLST

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:

  • How investors can capitalize on a range of ETF opportunities both at home and abroad
  • Current challenges facing foreign investors and how to attract foreign investment
  • Benefits of liquid small-cap strategies that may be unseen
  • ESG’s growing appeal and opportunities at home and around the world
  • Whether the future of ETF development in Asia will depend upon product innovations and cross border trading

Speakers View All >
José Antonio Martínez

Santiago Stock Exchange

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Andrés Araya Falcone

Santiago Stock Exchange

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Mauricio Pérez

BlackRock

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Sebastián Figueroa

BlackRock Chile

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Andrés Cáceres Guerrero

BCI Corredor de Bolsa

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Location
Hotel Santiago (Mandarin Oriental). Presidente Kennedy Ave 4601, 756 0994. Santiago, Chile.

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

 

 

 

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,
ESG Indices, S&P Dow Jones Indices

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.

José Antonio Martínez

Santiago Stock Exchange

View Bio >
Andrés Araya Falcone

Santiago Stock Exchange

View Bio >
Mauricio Pérez

BlackRock

View Bio >
Sebastián Figueroa

BlackRock Chile

View Bio >
Andrés Cáceres Guerrero

BCI Corredor de Bolsa

View Bio >
Hugo Rubio

BTG Pactual Corredores de Bolsa

View Bio >
Andrés Navarrete

BTG Pactual Asset Management

View Bio >
Beatriz Calderón

Cerendypia Consultores

View Bio >
Wagner Guida

Itaú Chile Asset Management

View Bio >
Guillermo Larraín

Chile Capital Consultores

View Bio >
John Davies

S&P Dow Jones Indices

View Bio >
Silvia Kitchener

S&P Dow Jones Indices

View Bio >
Mona Naqvi

S&P Dow Jones Indices

View Bio >
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