1 st Electricity Future Forum Mexico 2014



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SUPPORTING ORGANIZATIONS Under-Secretariat of Electricity, SENER, Energy Regulatory Commission, CRE, Mexican Association of Energy, AME, Electricity Research Institute (IIE), WEC MEXICO, CAMEXA, COMEXI, Nordic Chamber of Commerce, CIGRE MEDIA PARTNERS Energiminas, America Economia, Oro Negro, Petroleo Energia, TBY, OGEL STEERING COMMITTEE Francisco Xavier Salazar Diez de Sollano, President, ENERGY REGULATORY COMMISSION (CRE), Jeff Thomas Pavlovic, Deputy General Director for Generation, Conduction and Transmission of Electric Power, Under-Secretariat of Electricity (SENER), Nick Puga, Partner, Bates White, Jaime de la Rosa, President, AME, Pablo Mulás del Pozo, Secretary General, WEC MEXICO, Fernando Kohrs, Director of Planning, Strategy Management and Marketing Division, Electricity Research Institute SPONSORS NERA Consulting, SPEAKERS César Emiliano Hernández Ochoa, Under-Secretary of Electricity, MINISTRY OF ENERGY (SENER) Francisco Xavier Salazar Diez de Sollano, President, ENERGY REGULATORY COMMISSION (CRE) Nick Puga, Partner, Bates White Rogelio López Velarde, Partner, López Velarde, Heftye y Soria, S.C. Pablo Mulás del Pozo, Secretary General, WEC MEXICO (World Energy Council) Cesar Butrón, President, COES SINAC (Peru) Luis Alejandro Camargo, General Manager, XM (Colombia) Germán Castro Ferreira, Expert Comissioner, CREG (Colombia) Miguel Ángel Alonso, CEO, Acciona Energia Mexico Eduardo Andrade, Vice-President for LATAM, Iberdrola Jaime de la Rosa, President, AME (Mexican Energy Association) Carlos Santa-Cruz, Desarrollo Catalítico Personal Sergio Rivas, Chairman, Nordic Chamber of Commerce Alejandro Peraza, Director of Electricity and Renewable Energy, ENERGY REGULATORY COMMISSION (CRE) Juan Eibenshutz, General Director, National Commission of Nuclear Safety and Safeguards Rafael Alexandri Rionda, General Director of Energy Planning & Information, SENER Carlos Serrano, Chief Economist México, BBVA Veronica Irastorza, Principal, NERA Consulting Carlos Roberto Ortiz Gómez, General Director of Information & Energy Studies, SENER Luis Arizaga, Head of Acquisitions, Macquarie Group Rafael Alexandri Rionda, General Director of Energy Planning & Information, SENER Ricardo Bracho, Sr. Project Manager & Team Lead Project Finance and Transaction Integrated Applications Center Deployment and Market Transformation, National Renewable Energy Laboratory & 21st Century Power Partnership Benjamin Contreras, Comisionado, Comisión Federal de Competencia Jose Pablo Fernandez, CEO, Grupo Dragón Luis Alfonso Acosta Cobos, Financing Director Energy Sector, Bancomext Katya Puga, Adjunct Director General of Evaluation and Social Impact, SENER

Wed. 5 th November 08:30 Registration & Morning Coffee 09:15 Chairman Welcome Chairman: Nick Puga, Partner, Bates White LLC GOVERNMENTAL ADDRESSES 09:20 The Role of the CRE in the New Electricity Market Francisco Xavier Salazar Diez de Sollano, President, Energy Regulatory Commission (CRE) 09:45 The role of SENER in the Establishment of a New Mexican Electricity Market Cesar Emiliano Hernández Ochoa, Under-Secretary of Electricity, Ministry of Energy (SENER) MEXICO S NEW ELECTRICITY MARKET STRUCTURE & MARKET RULES 10:15 Market & Regulatory Changes in the Electricity Sector Rogelio López Velarde, Partner, López Velarde, Heftye y Soria, S.C. 10:35 Challenges of Curbing CFE s Market Dominance without Massive CFE Asset Divestiture Benjamin Contreras, Comisionado, Comisión Federal de Competencia 10:55 Paths to Reach the Goal of 35% Clean Energy by 2024 Pablo Mulás del Pozo, Secretary General, WEC Mexico (World Energy Council) 11:15 Q&A 11:30 COFFEE BREAK AUCTIONS FOR LONG TERM CONTRACTS & CLEAN ENERGY CERTIFICATES Moderador: Carlos Santa-Cruz, Director, Desarrollo Catalítico Personal 12:00 Review of the Auction Process and Rules TBC* 12:20 RE Project Development: Challenges & Opportunities in the Market Miguel Ángel Alonso, CEO, Acciona Energia Mexico 12:40 Clean Energy Certificates: The Role of RE Financing Nick Puga, Partner, Bates White 13:00 Clean Energy Credit Markets in Nordic Countries: Carbon Markets Sergio Rivas, Chairman, Nordic Chamber of Commerce 13:20 Q&A 13:30 LUNCH

LESSONS LEARNED IN OTHER RESTRUCTURED MARKETS 1 st Electricity Future Forum Mexico 2014 14:45 Peru: Design & Implementation of the Current Electricity Market Cesar Butrón, President, COES SINAC (Peru) 15:15 Colombia: Organization & Evolution of the Electricity Market in the last 20 years Luis Alejandro Camargo, General Manager, XM (Colombia) 15:45 Q&A 15:55 COFFEE BREAK THE HUMAN ELEMENT IN THE NEW ELECTRICITY MARKET STRUCTURE Moderator: Jaime de la Rosa, President, Mexican Energy Association (AME) 16:20 Mexican Government HR Development Program for the Energy Sector Carlos Roberto Ortiz Gómez, General Director of Information & Energy Studies, SENER 16:45 Social Acceptance and Adaptation Katya Puga, Adjunct Director General of Evaluation and Social Impact, SENER 17:15 Q&A 17:30 CLOSING REMARKS & DRINKS RECEPTION END OF DAY 1

Thurs. 6 th November 08:30 Registration & Morning Coffee 08:50 Chairman Welcome Chairman: Nick Puga, Partner, Bates White LLC PLANNING & FINANCING OF TRANSMISSION NETWORK EXPANSION: PUBLIC PRIVATE ASSOCIATIONS 09:00 TBC Eduardo Meraz, Director General, CENACE* 09:30 Indicative Planning of Infrastructure to Enable National Energy Policies Rafael Alexandri Rionda, General Director of Energy Planning & Information, SENER 10:00 Public-Private Ventures & the Expansion and Modernization of Transmission in Mexico Eduardo Andrade, Vice-President for LATAM, Iberdrola 10:30 Regulatory Framework for Smart Distribution Grid in Mexico Alejandro Peraza, Director of Electricity and Renewable Energy, Energy Regulatory Commission (CRE) 11:00 Experience with Financial Transmission Rights Veronica Irastorza, Principal, NERA Consulting 11:30 Q&A 11:45 COFFEE BREAK MODERNIZATION OF THE DISTRIBUTION GRID: LOSS REDUCTION & DEMAND RESPONSE PROGRAMS 12:15 Distribution Line Loss Reduction Programs in Latin America: Lessons Learned Ricardo Bracho, Sr. Project Manager & Team Lead Project Finance and Transaction Integrated Applications Center Deployment and Market Transformation, National Renewable Energy Laboratory & 21st Century Power Partnership 12:45 Main guidelines for future compensation of the transmission and distribution of electricity in Colombia 13:15 Q&A 13:30 LUNCH German Castro Ferreira, Expert Commissioner, CREG (Colombia) PANEL DISCUSSION: PROJECT DEVELOPMENT & FINANCING Moderator: 14:30 Changes in the Reform and How They Can Affect Investment and Market Structure Private Equity Investments in Infrastructure Experience in Project Financing for Current Energy Project Development Alternative Financing Schemes

Carlos Serrano, Chief Economist México, BBVA Luis Arizaga, Head of Acquisitions, Macquarie Group Jose Pablo Fernandez, CEO, Grupo Dragón Luis Alfonso Acosta Cobos, Financing Director Energy Sector, Bancomext 16:30 Q&A 16:45 CLOSING REMARKS & END OF CONFERENCE