3rd Annual Brazil ETF & Indexing Masterclass: Opportunities in a New Political and Economic Scenario

Wednesday, February 6, 2018 at 2:00 PM BRT

With a new government and reform initiatives underway, investors are turning to a series of strategies “ designed” to help “ investors” make good decisions in respect to risk and seize opportunities.

B3 and S&P DJI invite you to participate in the 3rd Annual Index and ETFs Masterclass. We will bring together executives and market professionals to discuss various topics, including:

  • The challenges for the development of the ETF market in the Brazilian scenario
  • How the combination of active and passive beta strategies can help reduce risk and improve returns both locally and abroad
  • Why and how investors are turning increasingly to innovative factor and risk management strategies
  • The market dynamics that currently affect fixed income and the role that ETFs can play in accessing this
Speakers View All >
Alenir Romanello

ANBIMA

View Bio >
Marcos Skistymas

B3

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Mauro Oliveira

Credit Suisse

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José Franco Medeiros de Morais

National Treasury of Brasil

View Bio >
Jorge Marino Ricca

BB DTVM

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Partners
B3
Location
Trio Pérgola, São Paulo

2:00 PM – 2:30 pM

Registration

 

 

2:30 pM – 2:40 pM

OPENING REMARKS

 

Felipe Paiva, Managing Director, Members Relationship and Market Data, B3

 

2:40 pM – 3:10 pM

WHAT TO EXPECT FOR BRAZILIAN CAPITAL MARKETS

-       The current state of Brazil’s economic environment and its impact on financial markets

-       A macro outlook for Brazil, Latin America, and the world

 

Speaker: Elijah Oliveros-Rosen, Senior Economist, Latin America, S&P Global

 

 

3:10 pM – 3:50 pM

THE REALITIES & GROWTH POTENTIAL FOR EQUITY ETF MARKETS IN BRAZIL

-       What are some strategies for bringing the active and passive investment worlds together?

-       Relative performance of the Brazilian equity market compared with other Latin American and global equity markets

-       Opportunities and challenges for equity ETFs in Brazil

-       What does the Brazilian equity market need for the growth of ETF products?

 

Moderator: Felipe Paiva, Managing Director, Members Relationship and Market Data, B3

Panelists:

·         Jorge Marino Ricca, Executive Director, BB DTVM

·         Rodrigo Araújo, Director, BlackRock

·         Mauro Oliveira, Managing Director, Credit Suisse

 

3:50 pM – 4:20 pM

FIXED INCOME MARKET IN BRAZIL: PERSPECTIVES FROM THE NATIONAL TREASURY

-       Insight into Brazil’s fixed income investment management industry: public debt, secondary bond market, and perspectives on fixed income ETF growth

 

Speaker: José Franco Medeiros de Moraes, Under-Secretary of Public Debt, National Treasury of Brazil

 

 

4:20 pM – 4:40 pM

COFFEE BREAK

 

 

4:40 pM – 5:20 pM

FIXED INCOME ETFs – MANAGERS’ VIEWS AND DISTRIBUTION CHALLENGES

-       Brazilian ETF Market – Performance, challenges, and trends. What’s missing for this market to take off?

-       Trading ETFs – How to use ETFs (asset allocation/strategies/core) in different types of portfolios. Challenges and opportunities for fixed income ETFs

-       The fixed income market in 2019 – CDB x Treasury Direct x ETF

-       Experience in other markets

 

Moderator: Alenir Romanello, Director, Caixa Econômica Federal & ANBIMA

 

Panelists:

·         André Pimentel, Head of Investments, MIRAE Asset Global Investments

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

·         Marcos Skistymas, Head of Listed Products, B3



5:20 pM – 6:00 PM

NEW INVESTMENT STRATEGIES TO MANAGE VOLATILITY

-       Factor indices – What is the best strategy for different times?

-       Risk management indices and VIX – What is coming soon?

-       Understanding structured products

 

Speakers:

·         Joe Kairen, Senior Director, Strategy & Volatility Indices,
S&P Dow Jones Indices

·         Julien Chuard, Executive Director in the Equity Structuring Group, JPMorgan Chase

 

6:00 PM – 6:10 PM

CLOSING REMARKS

 

S&P Dow Jones Indices

 

 

6:10 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.

 

Alenir Romanello

ANBIMA

View Bio >
Marcos Skistymas

B3

View Bio >
Mauro Oliveira

Credit Suisse

View Bio >
José Franco Medeiros de Morais

National Treasury of Brasil

View Bio >
Jorge Marino Ricca

BB DTVM

View Bio >
Julien Chuard

JP Morgan

View Bio >
André Moura Pimentel

Mirae Asset Brasil

View Bio >
Antonio de Azpiazu

S&P Dow Jones Indices

View Bio >
Joe Kairen

S&P Dow Jones Indices

View Bio >
Jaime Merino

S&P Dow Jones Indices

View Bio >
Paulo Eduardo de Souza Sampaio

S&P Dow Jones Indices

View Bio >
Elijah Oliveros-Rosen

S&P Global Ratings

View Bio >
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