PORTFOLIO RESILIENCE IN VOLATILE MARKETS:
Diversification strategies for Mexican investors.
MODERATOR
Juan Carlos Martin
Founding Partner @ Galleon Capital | Chapter Head Mexico @ CAIA Latin America Chapter
SPEAKER
Hugo Petricioli
President of the Board, CEO of FTAM Mexico and Head of Mexico & Central America
Franklin Templeton
SPEAKER
Edmundo Recio
Head of Family Office
Berel
SPEAKER
Arturo Sánchez Torres
Chief Investment Officer
Signature Capital
SPEAKER
Adolfo Ruiz
Director of Alternative Investments
ALFI Capital
TOPIC
1. Smart Diversification in a Volatile Environment: Beyond the Traditional 60/40 Portfolio
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Limitations of the Classic Model in Current Cycles
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Changing Correlations Between Assets
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Real vs. Apparent Diversification
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Incorporating Alternative Assets
2. Global Exposure vs. Local Opportunities: Mexico as an Opportunity Within a Global Portfolio
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Balance Between International and Domestic Markets
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Benefits of Nearshoring in Mexico
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Country Risk vs. Opportunity Premium
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Access to Global Markets from Local Structures
3. Alternative Assets and Uncorrelated Strategies: Private Equity, Real Assets, and Beyond
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Private Equity, Venture Capital, Real Estate, and Infrastructure
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Hedge Funds and Alternative Liquid Strategies
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Commodities as an Inflation Hedge
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Liquidity vs. Return: The Key Trade-Off
4. Risk Management and Capital Protection: Protecting Before Growing
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Hedging Strategies (Currency, Interest Rates, Inflation)
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Drawdown Management and Capital Preservation
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Importance of Liquidity During Times of Stress
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Building Antifragile Portfolios
5. Dynamic Allocation and Investment Discipline: Adapting Without Losing Your Way
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Strategic vs. Tactical Rebalancing
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Market Timing vs. Consistency
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The Role of Governance in Investment Decisions
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Behavioral Finance: Avoiding Common Mistakes in Volatility