Macro-investment day - Day two: Wednesday, February 1, 2012

last modified: 27 January '12

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8am

Breakfast and registration

8.50am

Chairman's opening remarks

MEXICO ON THE WORLD STAGE

9am

Keynote address: Future outlook on economic growth: has Mexico reached its economic potential?

Mr Gabriel Casillas at Mexico Investment Summit 2012

Economic competitiveness with Brazil and rising players in LatAm
Risks and opportunities in Mexico’s leading sectors
How will Mexico’s elections impact foreign investment? What are the safeguards in place against political risk?

› Mr Gabriel Casillas, Chief Economist, JP Morgan Chase & Co

9.30am

Keynote address: Mexico in the eyes of the world

Mr José Zozaya

He was appointed President and Executive Representative for Kansas City Southern de México (KCSM) on April 2006. During his five years in the railroad sector he has reached significant achievements for the company as well as for the industry in...

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Narrowing the gap between the perception and reality of the effects of violence on FDI
The role of the private sector in improving security in the supply chain and trade facilitation
21st century frontier: U.S.-Mexico cross-border trucking truce and steps toward greater economic integration

› Mr José Zozaya, Chief Executive Officer, Kansas City Southern de Mexico

10am

Speed networking

Establish new relationships in one powerful, ‘quickfire’
speed networking session.

10.30am

Morning networking break

MANUFACTURING AND INFRASTRUCTURE

11am

Panel session: Mexico as an international manufacturing hub for international corporations

Mr Carlos Guzman Bofill

Carlos Guzmán Bofill nació en la Ciudad de México. Egresó de la Universidad Iberoamericana como ingeniero quimico, materia en la que obtuvo una maestría por el Instituto Tecnológico de Massachussetts (MIT), además de otro en Administración de...

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Mr Patrick Rider

El Sr. Rider cuenta con más de 20 años de experiencia apoyando a la industria de manufactura a reubicar y arrancar sus operaciones en México. Su sólida experiencia en analizar oportunidades y desarrollar estrategias adecuadas para sus clientes lo...

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Mr Flavio Diaz Miron

Mexican, married, three children. More than 25 years of experience working as a Legal Counselor and responsible for Government Relations for different companies in the Middle East, South America and Mexico, such as Schlumberger, Ford Motor Company...

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Ms. Lorenza Martinez

Lorenza Martínez Trigueros es actualmente Subsecretaria de Industria y Comercio en la Secretaría de Economía, donde propone y coordina políticas que contribuyen a elevar la competitividad de los distintos sectores productivos del país, a fin de...

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Geographical location vs. Asia: NAFTA trade, skilled labor force and low cost manufacturing
Becoming more than a logistics hub: Mexico’s transition from assembler to producer
Automotive and aerospace industries leading the charge

11.40am

Panel session: The infrastructure needs that are holding Mexico's development back

Mr. Carlos Césarman

Carlos Cèsarman has experience in different fields of activity; playing a role in planning and growing of the company. He has been involved in restructure, refinancing and entrepreneurial (star-ups). The main foucous of his work is in creating value ...

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Nancy A. Rivera

Nancy Rivera is a Managing Director of Structured Finance where she oversees structured and project finance lending worldwide. Her experience includes financings in Latin America, Middle East, North Africa and Asia. Ms. Rivera’s expertise spans...

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Mr David Serur Edid

Ingeniero Civil con Cédula profesional número 92827, DRO – 0164 y CSE No. C/SE-0066. Ha sido Profesor de Estructuras en la Universidad Iberoamericana, Profesor de Estructuras de Concreto en el Instituto Politécnico Nacional (I.P.N.) y Profesor de...

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Manuel Rodriguez Arregui

Manuel Rodríguez Arregui actualmente es el Director General de GBM Infraestructura, empresa que forma parte de Grupo Bursátil Mexicano. Es egresado del Departamento de Economía del Instituto Tecnológico de Massachusetts (MIT) y de la Maestría en...

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Publicublic-private partnerships: structures suited for Mexico
Opportunities in ports and highways: status of Punta Colonet and Durango- Mazatlan
Post-Mexicana: Airport infrastructure and increased tourism

12.40pm

Networking lunch

FINANCING

2pm

Keynote address: The evolution of Mexican pension regulation

Mr. Pedro Ordorica Leñero at Mexico Investment Summit 2012

Understanding regulatory limits on investments by the AFORES
New asset classes: are commodities and energy next?
Pendingending regulatory developments in the CKDS Product

› Mr. Pedro Ordorica Leñero, President, National Commission for the Retirement Savings System (CONSAR)

2.30pm

Panel session: Accessing pension funds capital – the role of the AFORES

Mr Sergio Méndez Centeno

Obtuvo la licenciatura en Economía en el Instituto Tecnológico Autónomo de México (ITAM) en 1995, y se graduó con la Tesis “La Crisis Mexicana de 1994: una visión desde los Mercados Financieros”. Durante su desempeño laboral cuenta con más de 15...

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Mr. Enrique Solorzano

Enrique E. Solórzano Palacio has more than 25 years of involvement in the financial sector in Mexico. Mr. Solórzano is currently the Chief Investment Officer of ING AFORE (ING retirement fund in Mexico) since 2007, date of ING’s acquisition of...

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Mr. Arturo Hanono

• Es licenciado en Economía de la Universidad Anáhuac. • Obtuvo por su tesis profesional el primer lugar en el Premio Nacional del Mercado de Valores organizado por la Bolsa Mexicana de Valores en 1985. • Su experiencia profesional se ha...

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Mr Segundo Tascón Newton

Segundo Tascón es Consultor Actuarial para Clientes Internacionales en el área de beneficios a empleados. Durante 27 años Segundo fungió como Director General de Watson Wyatt México convirtiéndola en líder indiscutible entre las firmas...

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Identifying most attractive asset classes: infrastructure, real estate, private equity and commodities
Understanding CKD restrictions and accessing pension funds’ capital
Mexico’s pension fund investment regimes vs. Chile, USA and Germany

3.10pm

Case study: Portfolio Considerations For Mexico’s UHNW?

Mr Ash Rajan

As U.S. Chief Investment Strategist for Merrill’s Investment Management & Guidance Group, Ash works closely with Global CIOs of U.S., Latin America, Europe and Asia to create global markets content and its translation to affluent private wealth...

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Mexican UHNW are more Global Today and less risk-averse than ever.
Portfolio construction strategies for the Mexican mega-wealthy: Tactical Asset Allocation As Vital As Strategic Asset Allocation
Harmonizing passive vs. active strategies & Defensive Structures in the Portfolio Construction

› Mr Ash Rajan, U.S. Chief Investment Strategist, UHNW Investment, Merrill Lynch Global Private Client

3.40pm

Afternoon networking break

INVESTMENT VEHICLES

4pm

Keynote address: Seizing opportunities in Mexico’s private equity landscape

Mr Santiago Castillo

Santiago Castillo joined Advent International in 2003. Previously, he spent two and a half years as an associate with Promecap (Soros Fund Management affiliate) in Mexico City, where he monitored portfolio companies and analyzed and participated in...

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Succeeding in the Mexican private equity market
Investing in up and coming sectors: retail, financial services, health care and IT
Building the right management teams, facing crisis and achieving high returns

› Mr Santiago Castillo, Managing Director, Advent International

4.30pm

Panel session: Local and international perspectives on using PE to access alternative investments

Mr Luis Harvey at Mexico Investment Summit 2012

Mr Alfonso Samper

Al Samper is the immediate past Chairman of the Board of Trustee of the Virginia Retirement System and former Chairman of the Board of the Virginia College Building Authority. He also serves on the advisory board of the Mid-Atlantic Hedge Fund...

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Mr Chris Bruneau

Mr. Bruneau is Executive Director at 57 Stars LLC, a manager of emerging market private equity fund-of-funds. At 57 Stars Mr. Bruneau is responsible for investor relationships and origination and underwriting investments, primarily in Latin...

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Steven N. Costabile

Mr. Costabile joined the firm in 2000 and is the Managing Director of the Private Funds Group. Mr. Costabile brings his in-depth knowledge of private funds to PineBridge Investments and has played a significant role in the successful growth of four...

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Mr. Peter Gutrich

Mr. Gutrich leads global business development, international strategy and works with the CIO on Special Situations. He currently provides oversight to the senior staff of the Operations and Investor Relations Groups. He was previously with Vintage...

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Accessing private equity: fund of funds vs. funds vs. co investment
Is Mexican private equity sizeable enough for large international LPs to see a decent return?
Security uncertainty and lack of regulatory transparency holding back international LPs
Exit strategies: managing risk and protecting investments

› Mr Luis Harvey, Partner and Managing Director, Nexxus Capital SC
› Mr Alfonso Samper, Former Chairman, Virginia Retirement System
› Mr Chris Bruneau, Executive Director, 57 Stars
› Steven N. Costabile, Managing Director, Global Head of Private Equity Funds, PineBridge Investments
› Mr. Peter Gutrich, Managing Director, Morgan Creek Capital Management

5.10pm

Case study: Hot investment vehicles – debt and capital markets

Mr Javier Artigas

Javier Artigas, graduated with a degree in Business Administration from the Instituto Tecnologico Autonomo de Mexico (ITAM). He has over 25 years of experience in the financial sector, during which he has held several positions in the areas of...

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Mr. Felipe Vila Gonzalez

Since January 2009 Mr. Felipe Vilá is the CEO of Corporación Mexicana de Inversiones de Capital, S.A. de C.V. also known as “Fondo de Fondos”, a corporation established by NAFIN, BANOBRAS, BANCOMEXT and FOCIR, four development banks in Mexico. The...

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