Josemaría Bolio
Director general de Principal Afore

El mundo del futuro
23 de noviembre 09:20 horas

Con más de 20 años de experiencia en el sector financiero, fue nombrado director general de Principal México en agosto de 2020. Ha ocupado cargos directivos en CIBanco y Banco Compartamos, y puestos de liderazgo en IXE Grupo Financiero, Grupo Elektra y Citigroup.

Es ingeniero industrial por la Universidad Panamericana y cuenta con un máster en Dirección de Empresas MBA por el IPADE. Cursó los programas de Microfinanzas, Liderazgo e Innovación Disruptiva en Harvard Business School.

Peter Diamandis
Chairman of Singularity University and Founder of X Prize

The World of the Future
November 23rd, 09:20 hr.

Peter Diamandis is a global leading authority in innovation. He is Founder and Chairman of the X PRIZE Foundation, which fosters skills design and operation to solve market failures. The X PRIZE Foundation has been awarded the $10 million dollar Ansari X PRIZE for private space flight.

He is Cof-ounder and Executive Chairman of Human Longevity, genomics and cell therapy-based diagnostic and therapeutic company that aims to extend human life in a healthy manner. He is Co-founder and Chairman of Singularity University, a higher education institution located in Silicon Valley, focused on exponential growth technologies, their capacity to transform industries, and humanity’s greatest challenges. 

Diamandis wrote the New York Times best-seller Abundance: The Future is Better Than You Think. In his latest book, Bold: How to Go Big, Create Wealth and Impact the World, is a how-to guide for using exponential technologies, moonshot thinking, and crowd-powered tools to create wealth and, the same time, have a positive impact on the lives of billions of people. 

His personal motto is: “The best way to predict the future is to create it yourself.”

Juan Manuel Valle Pereña
Managing Director of Afore Coppel

Sustainable Finances: Climate Change as a Risk Factor for Investments
November 24th, 12:05 hr.

He is currently Managing Director of Afore Coppel, between 2017 and 2019 he was at the head of Afore XXI Banorte.

Before joining Grupo Coppel, he worked in consulting and financing structure of projects in different sectors, including strategy and governance at Deep Dive, a start-up for data science.

He has held different positions in the public sector, including the Ministry of Social Development, Managing Director of Diconsa, the Ministry of Foreign Affairs as Executive Director of the Mexican Agency for International Development Cooperation, and the Ministry of Finance, as head of the Banking, Securities, and Savings Unit.

He has BA in Economic Sciences from the Instituto Tecnológico Autónomo de México (ITAM) and a Master in Public Policy from the Princeton School of Public and International Affairs.

Mark McCombe
Senior Managing Director of BlackRock

Keynote Speech
November 23rd, 10:25 hr.

He has had a career in finance spanning three decades in 11 countries, he heads the strategy for driving growth in the U.S., Canada, and Latin America. He is a member of the Global Executive Committee (GEC), the Talent Subcommittee, and chair of the Americas Executive Committee. 

He previously served as the Chair and Global Head of BlackRock Alternative Investors, Global Head of BlackRock’s Institutional Client Business, and as Chairman of BlackRock’s Asia Pacific region.

He earned an MA degree from Aberdeen University and attended Wharton Business School.

Álvaro Meléndez Martínez 
Vicepresidente Técnico de AMAFORE

Una herramienta para diseñar tu futuro: calculadora de pensiones
24 de noviembre 13:35 horas

Cuenta con cerca de 20 años de experiencia laboral en materia económica, financiera y social. Ha sido economista en jefe en la Comisión Nacional Bancaria y de Valores, asesor senior del secretario de Hacienda y Crédito Público y consultor para la Organización de las Naciones Unidas y para el Banco Mundial. 

Es egresado de la licenciatura en economía por la Universidad de las Américas-Puebla, realizó una maestría en Políticas Públicas en la Universidad de Chile, un diplomado en Políticas Públicas en la Universidad de Chicago y obtuvo una maestría en Métodos Cuantitativos por la Universidad de Columbia en Estados Unidos.

En 2015 obtuvo mención honorífica del premio Banamex de Economía en la categoría de investigación, y en 2016 recibió el primer lugar del premio nacional de finanzas públicas otorgado por la Cámara de Diputados.

Theodore Dimig
Director of Counseling and Basic Beta Solutions at J.P. Morgan

Panel 1 – The Technological Future of Investments
November 23rd, 10:55 hrs.

Theodor designs and builds investment solutions offered to clients through Asset & Wealth Management.

He has held different top management positions at J.P. Morgan, leading teams in multiple asset, alternative investment, stock, and fixed income strategic areas for institutional clients, and behavioral finance-based portfolios; he also led teams in manager selection and client portfolio.

María Calderón
Head of Hedge Fund ETF and Latin American Sales of MarketAxess

The Technological Future of Investments
November 23rd, 10:55 hr.

She is MarketAxess Sales Director for Latam. She is in charge of handling customer relations and commercial distribution in the region. She is also global leader of hedge funds and listed securities. Since joining MarketAxess in 2009, she has lead different sales teams, including credit default swap and commercial activities in local for Mexico based accounts. 

Before joining MarketAxess, she was credit default swap specialist for Tradeweb. She was senior sales associate for Advantage Data, and her career started at ClassMap, a virtual classroom startup. 

She has a BA in Economics and Business Administration from the University of Texas at Austin. 

For the most recent article about Mexico in the MarketAxess blog, click here.

For more information about MarketAxess, click here.

Arturo García Rodríguez
Managing Director of Grupo Profuturo

The Future of the Economy
November 23rd, 11:45 hr.

He is Managing Director of Grupo Profuturo. He has an outstanding professional career of over 30 years in the financial sector, both in national and international institutions. At Scotiabank, he was Deputy-Director General of Corporate and Investment Banking, founding partner and General Director of a microfinance entity. 

He has a Ba in Public Accounting, and post-graduate degrees in Finance and Management from the Instituto Tecnológico Autónomo de Mexico (ITAM), and Management from IPADE Business School

Paul Romer
2018 Nobel Prize in Economic Sciences

The Future of the Economy
November 23rd, 11:45 hr.

Paul Romer, 2018 Nobel Prize in Economic Sciences, for his work in endogenous growth theory, and defender of charter cities.  He is Professor of Economics at NYU, former Chief Economist and Senior Vice President of the World Bank. He counsels business and government leaders of different sectors around the world on how to harness technology and innovation to foster long-term growth. He is founder of the NYU Urbanization Project and serves on the Board of Trustees of the Carnegie Endowment for the Advancement of Teaching. He is member of the board of Community Solutions, a national non-profit organization focused on strengthening communities and put an end to homelessness. As an entrepreneur, along with his team in Aplia, he pioneered the development of online tools for college students. 

The New Growth Theory (developed with his colleagues) describes a new mindset regarding the creation of wealth, that provides government leaders with more choices to improve governance, investors with more opportunities to finance socially beneficial infrastructure projects, and people with more opportunities to improve the quality of their lives. 

His personal motto: The future is not as bleak as it seems.

Edgar Díaz Garcilazo

He has a BA in Economics from the National Autonomous University of Mexico (UNAM) and an Msc in Development Economics and Economic Policy Analysis from the Universidad Southampton. He has certificates in Financial Derivatives, PPP Project Investment and Implementation Analysis. He was Economics and Finances Advisor for Mexico’s Chamber of Deputies, serving in the Budget and Public Account, and Treasury and Public Credit committees. Mr. Garcilazo was Director, and later, General Director of the Macroeconomics and Sector Studies of the Chamber of Deputies Public Finances Studies. He was Treasurer-General of the Institute for Security and Social Services for State Workers (ISSSTE) in Mexico, and Head of Revenue Services for the Housing Fund of the Institute of Social Security and Social Services for State Employees (FOVISSSTE). He was Deputy-Director General of Banking Operations for the Ministry of Finances Treasury of the Federation before joining the ISSSTE attain in 2019 as Regulation Manager of Economic, Social, and Culture Services, until September 15th, 2021.

Sebastian Schiele
DWS Head of Passive Mandates Sales EMEA & APAC

Macroeconomic Trends and the Future of Investment
November 23rd, 12:50 hr.

Sebastian Schiele is responsible for developing passive investment solutions for and with asset owners across Europe and Asia Pacific at DWS. His expertise includes traditional and smart beta investments, to the integration of ESG into passive portfolios. He joined the Passive team at DWS in 2009, and has a background in banking and asset management consulting. He holds an MSc in Finance from the Frankfurt School of Finance & Management, and is a Certified ESG Analyst.

Jose M. Sosa del Valle
Lexington Partners

Panel 2- Macroenomic Trends and the Future of Investment
November 23rd 12:50 hrs.

Partner at Lexington Partners. He is the head of the Latin American Region Office and is in charge of the office at Santiago de Chile. 

He is mainly focuses on the generation and evaluation of non-American secondary capital purchases, creation and evaluation of direct co-investment opportunities in Latin America, and raising capital with investors in the region for the Lexington funds. 

Before joining Lexington in 2008, he was an associate at Goldman Sachs. He graduated from the Technological Institute at Buenos Aires, he has a Master in Industrial Engineering and Business Administration from the Schools of Business, University of Columbia.

Asawari Sathe
Grupo de Estrategia de Inversión de Vanguard

Tendencias macroeconómicas y el futuro de las inversiones
23 de noviembre 12:50 horas 

Es economista del Grupo de Estrategia de Inversión de Vanguard. Investiga tendencias en mercados laborales y emergentes. También se interesa en la política monetaria y fiscal de Estados Unidos, en los efectos que tiene la tecnología en la economía mundial, entre otros.

Antes de entrar a Vanguard, fue gerente de procesos asistente en eClerx, y se encargaba de un equipo de analistas de liquidación de contratos a plazo.

Es economista de la Universidad Symbiosis International, tiene una maestría en Economía Financiera del Instituto G.I.P.E. en la India, así como una maestría en Economía de la Universidad de Wisconsin, Madison.

Eduardo Salaburu Llamas
Managing Director Afore Invercap

Keynote Speech
November 23rd, 13:40 hr.

He joined Afore InverCap in 2012 as Finance Director, and is currently Managing Director. Prior to this position, he was Corporate Treasurer at CEMEX, global leader in construction materials, and held several positions in the company’s finance department.

He has a BA in Economic Science from Tec de Monterrey, and Master in Business Administration from Wharton School of Business, University of Pennsylvania.

Wylie Tollette
Executive Vice-President
Franklin Templeton

Keynote Speech
November 23rd, 13:40 hr.

He is Executive Vice-President and head of client investment solutions for Franklin Templeton. 

His key responsibilities include oversight of client investment solution development and portfolio managers. His team works closely with the company’s global distribution groups on all Multi-Asset Solutions opportunities across a broad range of clients.

Before joining Franklin Templeton, he served as chief operating investment officer at CalPERS, the largest defined benefit public pension fund in the U.S. He helped to lead initiatives focused on enhancing the portfolio, and investment decision making process, and he helped to re-design the asset allocation and investment strategy committee. Prior to CalPERS, he worked for Franklin Templeton for 20 years.

He has a BS from the University of California, in Davis, and a Master in Science of Finance from the University of London.

María de las Nieves Lanzagorta García
AMAFORE VP Liason

The Past, the Present, and the Future of Pensions and the Retirement Savings System
November 24th, 13:45 hr.

She has worked at different entities as specialist in financial communications and education. She is the current VP of Liason at AMAFORE, and previously, of the National Banking and Securities Commission, and the National Bank of Foreign Trade. 

She worked as consultant of financial communications and education for the Mexican Stockmarket, the National Institute of Entrepreuners, economic development NGOs, and AMAFORE.

She has a BA in Economics from the Instituto Tecnológico Autónomo de México and a Master in Comparative Public Policy from the Latin American Postgraduate Institute of Social Sciences.

Blanca Treviño 
Chair and CEO of Softtek

Technology in Our Future
November 23rd 14:10 hrs.

She is Vice-President of the Mexican Council of Business, member of the Counseling Board of the MIT School of Engineering, Walmart México Board of Directors, Americas Society and Council of the Americas, the Ibero-American Council of Competitiveness and Productivity, Grupo Lala, the Mexican Stock Exchange, and different universities, as her alma mater, Tecnológico de Monterrey (ITESM).