Strategic Intelligence for Wealth Advisors & Investment Decision-Makers
3 Sessions · 6 Hours · Virtual Live
DiscoverGlobal equity markets are navigating a structural inflection point. The convergence of AI-driven trading, shifting monetary policy regimes, nearshoring dynamics, and the rise of retail participation has fundamentally altered market microstructure. For wealth advisors and investment decision-makers, understanding these forces is no longer optional — it is the foundation of fiduciary excellence.
Global Equity Markets is an intensive virtual program led by José-Oriol Bosch Par, former CEO of the Mexican Stock Exchange (Grupo BMV), who brings 37+ years of experience across equities, fixed income, derivatives, and market infrastructure in Mexico and New York. This program delivers the strategic intelligence framework that separates informed advisors from the rest.
In just 6 hours across 3 sessions, participants will gain a panoramic view of global equity market dynamics, valuation frameworks, portfolio construction strategies, and the emerging trends reshaping capital markets — all through the lens of a practitioner who built and led one of Latin America's most important exchanges.
From zero rates to restrictive monetary policy, from passive dominance to active resurgence — the equity playbook of the last decade no longer applies. Advisors need updated frameworks.
Mexico and Latin America are at the center of the global supply chain reconfiguration. Understanding equity market implications of nearshoring is a competitive advantage for wealth advisors.
Algorithmic trading, AI-driven analytics, and tokenization are reshaping how equities are traded, valued, and accessed. Advisors must understand the new market architecture.
A panoramic view of global equity markets: US, Europe, Asia, and emerging markets with emphasis on Latin America. Market microstructure evolution, the impact of passive investing, ETF flows, and how monetary policy regimes shape equity valuations. Understanding cross-border capital flows and their implications for wealth advisory.
Advanced valuation frameworks for wealth advisors: DCF, multiples, and relative value across sectors and geographies. Sector rotation strategies, thematic investing (AI, energy transition, nearshoring), and constructing equity allocations for HNW and UHNW portfolios. Real case studies from Mexican and global markets.
How AI, blockchain, and tokenization are transforming equity markets. The evolving regulatory landscape across jurisdictions. IPO markets, SPACs, and private-to-public transitions. Strategic positioning for wealth advisors: building a differentiated equity intelligence capability for your practice.
Private wealth advisors managing HNW and UHNW equity allocations
Relationship managers seeking deeper equity market intelligence
CIOs and investment directors overseeing multi-generational equity portfolios
ECM professionals, equity analysts, and capital markets specialists
José-Oriol Bosch Par is one of the most influential figures in Latin American capital markets. As former CEO of Grupo Bolsa Mexicana de Valores (BMV), he led the transformation and modernization of Mexico's stock exchange, overseeing its evolution into a world-class market infrastructure platform.
With more than 37 years of experience in the financial and banking sector in Mexico and New York, Bosch Par brings unparalleled expertise across equities, fixed income, derivatives, and market infrastructure. His tenure at BMV positioned the exchange as a regional leader in innovation, technology adoption, and regulatory excellence.
He is a recognized speaker at international forums including IOSCO and the World Federation of Exchanges, and has been instrumental in shaping the regulatory and technological framework of Mexican capital markets. His perspective bridges the gap between market structure, investment strategy, and wealth advisory practice.
Thank you for your interest in Global Equity Markets. Our executive programs team will contact you within 24 business hours.