ASSET MANAGEMENT AND STRATEGY
"Portfolio Diversification in Volatile Markets: Strategies for Mexican Investors"
MODERATOR
Luis Antonio Márquez
Managing Director
ISA Corporate FO
SPEAKER
Rafael Tuachi
CEO
API FO
SPEAKER
Yoel Bank
Partner
LM Advisors
SPEAKER
Juan Carlos Martin
Chapter Head Mexico at CAIA / Founder and CEO at Galleon Capital
SPEAKER
Rodrigo Román
CIO
NSC Advisors
Topics
1. Analysis of the Macroeconomic Environment and its Impact on Investment Strategies.
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Global and regional economic outlook.
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Effect of inflation, interest rates and monetary policies on portfolios.
2. Smart Diversification: Traditional Assets vs. Alternative Investments.
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Complementary roles in fixed income, equities, real estate, private equity, and commodities.
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Benefits and risks of including uncorrelated assets in volatile markets.
3. Risk Management and Capital Preservation.
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Hedging and volatility control strategies.
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Evaluation of the risk profile of the Mexican investor and their investment horizon.
4. Asset Allocation Strategies in Times of Uncertainty.
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Portfolio rebalancing according to market cycles.
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Dynamic and tactical approaches to geopolitical and financial events.