Event Profile

ETFGI Global ETFs Insights Summit - Latin America

Date(s):
October 19, 2020
Event Details:
 
The summit is designed to facilitate a substantive and in-depth discussion on the market structure, regulatory, trading, and technological developments impacting the use of and opportunity for local, US domiciled and UCITS ETFs by various types of investors in Latin America.

Drivers of growth in the use of ETFs include: a growing middle class, desire to diversity investments, increase in pension savings and the use of third-party investment products by pension funds and insurance companies and changing regulatory landscape.

The event is designed for ETF issuers, brokerage firms and others in the ETF ecosystem globally that are interested in understanding how to tap into the growing interest in ETFs in Latin America.

Panels will discuss the current and future use of ETFs by various types of investors and the regulatory requirements for local ETFs, US domiciled and UCITS ETFs to be marketed, sold and bought in Mexico, Brazil, Chile, Columbia, Peru, Uruguay and Costa Rica.
 
Sessions Will Cover:

• Welcome and Introduction to ETF Landscape in Latin America
• Regulatory Framework for Offering US and UCITS ETFs in Latin America
• Global Macro Overview
• How Investors Use and Select ETFs
• Mexico – Overview of the ETF landscape
• Chile – Overview of the ETF landscape
• Peru – Overview of the ETF landscape
• Colombia - Overview of the ETF landscape
• Brazil - Overview of the ETF landscape
• Costa Rica - Overview of the ETF landscape
• How Investors Use and Select ETFs
• Trading US Listed and European UCITS ETFs


CPD educational credits are offered to buy side institutional investors, financial advisors, and RIAs.

If you can't attend on the day, register and you'll receive recordings of all the sessions.

CAIA Members can receive a 10% discount using the promo code CAIA.