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Spotlight on Mexico’s Public and Private Markets

Monday, July 13

Overview

A virtual Asset Owner Series™ event

Hear insights into the local markets and macro factors affecting them from one of the country’s largest asset owners.

CFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars.

Agenda

12:00 PM | WELCOMING REMARKS

Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Asset Owner Series


12:05 PM | INTERVIEW, DISCUSSION

Interviewer

Ivonne Cuello, CEO, LAVCA

Interviewees

Juan Manuel Veron, CFA, Chief Investment Officer, Principal Financial Group


12:45 PM | Q&A FROM AUDIENCE


1:00 PM |  CLOSING REMARKS

Sammy Suzuki, CFA, Portfolio Manager, Strategic Core Equities, AllianceBernstein; Board Member, CFA Society New York

Additional Details

Learning Outcomes

  • Asset Allocation
  • Private Market in Latin America
  • Due Diligence