March 26th and 27th, 2014 Hotel Four Seasons Mexico City

Transcription

1 Host Sponsor March 26th and 27th, 2014 Hotel Four Seasons Mexico City This is the ideal platform for participants to gain a perspective of the PE industry in Mexico through local expert insights, to increase their business networks by meeting with the most influential players and cement their existing relationships. Sponsors Supporting organizations

2 Program Wednesday March 26th 8:00-20:00 hrs. 8:00-9:00 hrs. Registry, breakfast and networking session 9:00-9:15 hrs. Inaugural Conference: Private Equity in a Mexico Driven by Reforms Ing. Arturo Saval, President of AMEXCAP 9:15-9:25 hrs. Introductory Video : Evolution and Benefits of Private Equity in Mexico 9:25-9:55 hrs. Block 1 Conference: Mexican Economy Growth Overview and the Financial Reform. Dr. Luis Videgaray, Secretary of Finance* 9:55 10:50 hrs. Block 2 Panel: 2013 Success Cases: Strategic Sales from Funds to IPOs Topics: Entrepreneurs experiences when partnering with a PE fund, the process of implementing corporate government and IPOs. Performance (sales, clients, market) before and after the fund s involvement. Carlos Mendoza, Discovery Americas (Moderator) Fabian Bifaretti, Sports World Enrique Beltranena, Volaris Cyrille Maillet, Punto Clave 10:50-11:05 hrs. Block 3 Conference 1: Development Banking Role in Private Equity Industry Dr. Felipe Vilá, Fondo de Fondos 11:10-11:20 hrs. Conference 2: NAFIN and Venture Capital in Mexico Lic. Carlos Cobb, NAFIN 11:20 12:15 hrs. Block 4 Panel: VC Funds and Innovation in the Mexican Business Models Topics: VC backing innovative business models in sectors like: health, financial services, B2B, transport. Why are these attractive sectors in Mexico? Why are there few high-innovation transactions in Mexico in sectors like biotechnology, food and medicine? Ezequiel Padilla, Mexico Ventures (Moderator) Alex Rossi, Latin Idea René Fernández, Newgrowth Fund Diego Serebrisky, Alta Ventures Alonso Díaz Etienne, Gerbera Everardo Camacho, Capital Indigo 12:15 12:35 hrs. Block 5 Interview: Challenges and Opportunities of the Present Mexican Capital Market", Interview with Luis Téllez, President of the Mexican Stock Exchange. 12:35 12:45 hrs. Networking Break 12:45-13:30 hrs. Block 6 Panel: Foreign LPs Topics: LP perspectives regarding: VC, PE, RE and Infrastructure. Key factors to consider when selecting a GP in emerging countries and Latin America. Hussein Khalifa, Mvision (Moderator) Stefan Blum, DEG Sebastián Miralles, CAF Steven Cowan, 57 Stars LLC Maureen Downey, Principal, Pantheon 13:30 14:25 hrs. Block 7 Panel: Opportunities in the Real Estate Sector: Industrial, Hotel and Housing. Topics: What s the overview of the housing sector in Mexico? Will the developers be consolidated (currently there are over 1,200 developers but 25 control over 40% of the market)? Which has been the effect of the new national housing policy? Inscriptions: Tel. +52 (55) , 5091 and 5092 mterres@amexcap.com

3 14:25 15:40 15:00 15:30 Commercial and Hotel Real Estate: success cases. Industrial sector: Which states and Manufacturing sectors, etc will be the growth catalysts in the Industrial RE sector in the future? Which are the trends for 2014? Funds dedicated to distressed assets (impaired loans). Roberto Velazco, Deloitte (Moderator) Antonio Ruiz Galindo, IGS Group Sebastian Garza T Junco, GAVA Capital Germán Ahumada, Artha Capital Eduardo Güemez, LaSalle Investment Management Federico Martín del Campo, Walton Street Capital Lunch Interview: Challenges and Opportunities for the Short Term Development of the Business Sector, Alberto Aguilar interviews Gerardo Gutiérrez Candiani, President of the Business Coordination Council. 15:40 16:30 hrs. Block 8 Panel: Impact Investing s Evolution and Relevance Topics: How does impact investing work? Pipeline of impact companies in Mexico: are they concentrated in certain sectors, which have most impact? What about infrastructure, education and housing? Comparison of the impact industry in Mexico vs. other emerging countries. Challenges to attract LPs to this sector. Mexican impact entrepreneurs. Armando Alborde, Ashoka México (Moderator) Juan Carlos Domenzain, PSM Juan Sandoval, Nacional Monte de Piedad Erik Wallsten, Adobe Capital Sandra Sainz, IFC Javier Okhuysen, Sala Uno 16:30 16:50 hrs. Block 9: Interview: Mexico: In the Sights of New Private Equity Funds Interview with Jorge Fergie, Managing Director, Head of Brazil and Latin America, KKR 16:50 17:35 hrs. Block 10 - Panel: Investment Opportunities in the Infrastructure Sector Topics: Main infrastructure projects in Enrique Peña Nieto s government (US$300bn to develop roads, ports, airports, railways, and telecommunications). What s the current pipeline? Public-Private Partnerships were approved in 2012: Which infrastructure sectors are the best aligned to implement PPPs? Which public-sector projects have been or will be placed in the ownership of the private sector. PPP Transactions. Success cases at Federal, State and Municipal level. Jorge Zapata, Director de Infraestructura, INVEX (Moderator) Cate Ambrose, LAVCA Jerónimo Gerard, MRP/ I Cuadrada Manuel Rodríguez, GBM Infraestructura Ing. Luis Dosal Blanco, Banobras 17:35 17:45 hrs. Networking Break 17:45 18:30 hrs. Block 11 Panel: Success Cases: Entrepreneurs Attracting Second Round Funding Topics: Creating a startup in Mexico, sources of financing and the process of raising capital through PE/VC funds in Mexico. The value added by the funds. Co-investment VC cases and benefits. Performance (sales, clients, market) before and after the fund s involvement. Second round funding. Pilar Aguilar, Endeavor México (Moderador) Inscripciones: Tel. (55) , 5091 y 5092 mterres@amexcap.com

4 Adalberto Flores, Kueski, (Angel Ventures Mexico) Gabriel Manjarrez, Micel (IGNIA) Bernardo Cordero, Linio (Latin Idea) Octavio Camarena, Más Negocio (ProEquity) 18:30-19:25 hrs. Block 12 Panel: PE Investment Opportunities in the Energy Sector Topics: Investment opportunities in PE, given the energy reform changes. In which sectors will there be investments: generation, renewables, transmission, petrochemical, refining, pipelines, exploration, combined cycle or the operation of oil fields. Which secondary sectors could also be benefited? Example of the sector evolution abroad, given the opening of the energy sector. What role do structured credits have for SME financing, especially for PEMEX providers? Eliecer Palacios, Petrorock (Moderator) Ing. Oscar Vázquez Senties, DIAVAZ Didier Mena, Navix Juan Manuel Delgado, Schlumberger Lorenzo González, Temasek Lorenzo Arena Reyes Retana, INCO 19:25 20:30 hrs Networking cocktail Inscriptions: Tel. +52 (55) , 5091 and

5 Thursday March 27th 8:00 a 14:50 hrs. 8:00 9:00 hrs. Registry, breakfast and networking session 9:00-9:05 hrs. Welcome, Jorge Schaar, Partner Deloitte. 9:05-9:35 hrs. Block 13 Conference: The Future of the Energy Reform in Mexico Leonardo Beltrán Rodríguez, Subsecretary for Planning and Energy Transition, Mexico s Secretary of Energy. 9:35 10:25 hrs. Block 14 Panel: Growth Alternatives for Portfolio Companies Topics: Private Equity as strategic buyer (companies inorganic growth), "Holding Co." and growth strategies by acquisitions. Which sectors in Mexico are the most attractive for consolidations? Which are the sectors that are not being consolidated and why? Fusion process. Success cases. Manuel Bentosinos, Merrill Datasite (Moderator) Luis Solórzano, Advent International Christian Warnholtz, WAMEX Cesar Perez Barnés, Southern Cross Joaquín Ávila, EMX Capital 10:25 10:55 hrs. Block 15 Conference: The National Institute for Entrepreneurs (INADEM): The Future of Mexican Entrepreneurship. Mtro. Enrique Jacob, President of National Institute for Entrepreneurs. 10:55 11:45 hrs. Block 16 Panel: Local Institutional Investor s Perspective Regarding PE in Mexico Topics: Appetite for PE investments, investment channels: Fund of funds, CKDs, foreign LPs; investment regime, strategies, criteria for GP selection. Is there a market for secondary purchases? Mauricio Basila, Basila Abogados (Moderator) Dr. Felipe Vilá, Fondo de Fondos Rafael Trejo, Afore Banamex Ignacio Saldaña, Afore XXI Banorte Jaime Alvarez, Afore Principal 11:45 12:15 hrs. Block 17 Presentation: The Future of the Energy Reform and Private Equity Opportunities Juan Carlos Gay, Partner in the London office, Bain & Company 12:15 12:25 hrs. Networking Break 12:25 a 12:40 hrs. Block 18 Conference: BANCOMEX s and development banking role in Private Equity Industry Enrique De la Madrid Cordero, Managing Director, BANCOMEXT. 12:40 13:25 hrs. Block 19 Panel: Legal and Fiscal Aspects when Structuring PE Transactions Topics: Trends when structuring PE vehicles and transactions. The effects of the Mexican 2014 fiscal reform regarding profit distribution and capital gains. (Moderator TBC) Jimena González de Cosío, Forastieri Alfredo Sanchez Torrado, Chévez, Ruiz, Zamarripa Jean Michel Enriquez, Creel, García-Cuéllar, Aiza y Enríquez Jorge Schaar, Deloitte 13:25 14:15 hrs. Block 20 Panel: Seed Capital and High-Innovation (Seed Funds, Incubators, Accelerators, Former Entrepreneurs) Topics: Overview of the accelerators/incubators in Mexico and their role in the VC/PE ecosystem. High technology, biotech, health sciences and impact incubators in Mexico. Is there a highinnovation pipeline? Which markets are demanding high technological innovation companies in Mexico? Inscripciones: Tel. (55) , 5091 y 5092 mterres@amexcap.com

6 Adriana Tortajada, INADEM (Moderator) Gabriel Charles, Wayra Ulrick Noel, Venture Institute Robin E. Reyes, MITA Institute Arturo Torres García, Instituto de Emprendimiento ITESM. 14:15 14:40 hrs. Block 21 Conference: Great Challenges of the Mexican Retirement Savings System. Capital Development Certificates (CKDs) Performance After 4 years of Regulation. Mtro. Carlos Ramírez Fuentes, President, CONSAR 14:40 15:10 hrs. Block 22 Conference: Corporate Venture Capital: The Role of Corporate VC in Corporations Strategic Growth. Innovation Structures in Corporations David Thomas, Managing Director of Intel Capital Latin America 15:10-15:15 hrs. End of Summit Ing. Arturo Saval, President of AMEXCAP *To be confirmed. Program subject to change without notice. Inscriptions: Tel. +52 (55) , 5091 and 5092 mterres@amexcap.com