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Agenda Overview

Day 1: Thursday, June 13, 2019

8:00AM Registration and morning refreshments

Networking art exhibition space opens. This will run throughout the day.

8:50AM Chairperson’s opening remarks

Our Chairperson will share a few words to introduce the day

9:00AM Market Analysis

IJGlobal’s welcome address and analysis of the Mexican market: Indispensable data for the country’s investors and financiers
To open the conference, a senior member of our editorial team will provide a detailed analysis of the Mexican energy and infrastructure finance market, based on IJGlobal’s exclusive data to frame and contextualize the following discussions.

Juliana Ennes, Americas Senior Reporter, IJGlobal
9:20AM AMLO: The new regime, proposed strategy and its effects on the market
  • Assessing the industry- defining  challenges and opportunities of Andres Manuel Lopez Obrador’s new administration
  • What can investors and developers expect from AMLO’s new investment strategies?
  • The new administration’s energy budget and applied knowledge from previous energy reforms.
  • What to expect from the 2019 National Infrastructure Plan?
  • PPPs: How will they continue, for which projects and in what shape?
  • The effect of public consultations on the market in the wake of the cancelled airport
Moderator: Ariel Ramos, Partner, Mayer Brown LLP
Jorge Antonio Lucero Rosales, Deputy Director General of Restructuring, SENER
Benigno Villarreal Del Rio, Director General, Vive Energia
10:00AM Regulatory Revolution- the changing roles of Mexican energy authorities and state-run enterprises
  • Explaining the route to growing and strengthening PEMEX, and its future responsibilities
  • Reviewing the need for Joint Ventures: Despite an increase in funding, how will PEMEX work with the private sector to ensure the completion of projects?
  • Challenges facing the CNH and changes to its role
  • How CRE is responding to its personnel shutdown, and how this is affecting the industry
  • The new shape of Mexican Energy Regulation
Ruben Pedro Rodriguez Chavez, Head of Petroleum Products and General Director, CRE
Oscar Roldan Flores, Director General, CNH
10:40AM Networking Refreshments
11:10AM Replacing the Mexican power auctions - what's next?
  • Reforming the Mexican Power Auctions- aims, strategy, and a view to the future
  • Benefits and drawbacks of the previous auction structures
  • How SENER, CFE and CENACE coordinate to provide power for Mexico
  • Market repercussions from cancelling the 4th renewables auction and others
  • Reviewing the “restricted auction” for Mexico’s new refinery
Moderator: Juan F. Ruenes, Partner, White & Case LLP
Ramon Salcedo, Structured Finance Director, Zuma Energía
Patricia Tatto, Partner/ Director Mexico & Central America, ATA Renewables
Camilo Serrano, General Manager for Mexico, Atlas Renewables
Hector Olea, President & CEO, Gauss Energia
12:00PM Key project roundtables

Led by an expert moderator, these roundtables will bring together the most senior thought leaders in the Mexican market to debate and discuss flagship policies of the new administration and their effect on the market, with topics tailored to the specific concerns of those in the room, including:

  • Hydropower: With energy announcements being made from dams, and emphasis in the budget, is updating hydro the future of clean Mexican energy? How do the investment opportunities compare? – Alejandro Blasco Ruiz
  • Liquid Natural Gas as a transition fuel- Alejandro Violante
  • Transport infrastructure as part of a long term infrastructure plan
  • Mexico City Airport- what’s next?
  • Delivering vital social infrastructure such as hospitals in uncertain times
  • Identifying private sector opportunities in the Mayan Train project
  • Water- Improving access and resolving delays
  • Telecommunications- investment climate in Mexico
  • Reviewing the domestic investment strategy for the Isthmus of Tehuantepac project
  • Oil & Gas: How has AMLO fulfilled existing commitments to the Oil & Gas sector, and what is the outlook?
  • roundtables: Roundtables discussing questions posed by delegates via our conference app
Alejandro Blasco Ruíz, Head Of Investor Relations, Banobras
Alejandro Violante, Senior Adviser US Renewables Group, Socio Director NatGas
Jose Luis Lopez Zamudio, Midstream Asset Manager, EXI CKD
12:50PM Building a robust power market beyond PPPs: The merchant market and PPAs
  • Unlocking deal flow and rates of return in merchant opportunities, including differences between transport and energy
  • Tariffs: Addressing the range between players, location and the volatility driven by changes in regulation and unstable CFE tariffs.
  • How can the risk appetite of commercial banks be aligned with merchant development opportunities and the requirements of a young market?
  • The role of development banks in underwriting new merchant projects
  • Making PPAs bankable
  • Legacy projects and the outlook for the secondary market
Moderator: Marcelo Kapel Carmargo, Vice President, BNP Paribas
Joana Pascual, Lead Investment Officer, IDB Invest
Renato Valdivia, Commercial Director, Atlas Renewables
Alex Fabrega, Director of Investments, CKD Infraestructura Mexico
1:30PM La Comida - Networking Lunch
2:50PM The role of investors in the Mexican Market, their outlook, and encouraging investment.
  • What is holding pension funds and institutional investors back from getting involved in more projects?
  • Understanding the need for additional players in the Mexican infrastructure and energy market and assessing where they can add the most value
  • How are pension funds and institutional investors developing their in-house capabilities, so as to better analyse their potential participation in deals?
George Osorio, Co-Founder & Managing Partner, Conduit Capital Partners LLC
José Maria Zertuche, Managing Director, BlackRock Real Assets
Carlos Isorna, Senior Vice President, Macquarie Infrastructure & Real Assets
Laura Vila, Senior Investment Officer China-Mexico Fund, IFC
Javier Areitio, Director, Infrastructure, Actis
Alfredo Santillan, Mexico Chief Representative Officer, SMBC
3:50PM Transmission and Distribution Lines: Perspectives
  • A deliberative panel comprising state, federal and market representatives.
  • How will Mexico fulfil its transmission and distribution lines
  • How much investment is needed in transmission and distribution infrastructure to sufficiently upgrade the network?
  • What model should that investment follow?
  • Which players will lead Mexico’s transmission development going forward?
4:20PM Networking refreshments break
4:45PM Reviewing, retaining and building confidence in times of uncertain opportunity: an international perspective
  • 6 months in, how has the international perspective of Mexican Energy and Infrastructure Finance under AMLO's presidency changed?
  • To what extent is Mexico seen as an exciting growth prospect now, particularly compared to the rest of Latin America?
  • Exploring how local and international players can collaborate to unlock Mexico’s full energy and infrastructure potential
  • What are the greatest challenges facing international players looking to enter the Mexican market and how can these be overcome?
Alejandro Pedroza, Vice President Project Finance Mexico, Sumitomo Mitsui Banking Corporation
Carlos St. James, Director, Strategic Development, Wood Clean Energy, Latin America & Caribbean Council on Renewable Energy (LAC-CORE)
5:30PM Chairperson’s closing remarks
5:40PM Networking cocktail and jazz reception
  • With live background Jazz music from Mexican band, Satiros