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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.

9:00AM Chairperson’s opening remarks

Our Chairperson will share a few words to introduce the day

9:10AM Market Analysis

To open the conference, IJGlobal 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: proposed strategy & market effects
  • Defining the challenges and opportunities presented from the new approaches of the new administration
  • What can investors and developers expect the new investment strategies?
  • Evaluation of the new administration’s energy budget in the context of previous energy reforms.
  • What can be expected from the 2019 National Infrastructure Plan?
  • PPPs: how will they continue, for which projects and in what shape?
  • What will be the ongoing effect of public consultations?
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: Mexican energy authorities & state-run enterprises
  • The path forward for PEMEX, and its future responsibilities
  • Joint Ventures: how will state enterprises work with the private sector to ensure the completion of projects?
  • Challenges facing the CNH and changes to its role
  • CRE, its resourcing, and impacts on 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
Santiago Barcon, Member of the advisory board for electricity, CRE
10:40AM Networking Refreshments Break & Art Gallery
11:10AM Replacing the Mexican power auctions - what's next?
  • Reforming the power auctions: aims, strategy, and a view to the future
  • Benefits and drawbacks of previous auction structures
  • How can/should SENER, CFE and CENACE coordinate to provide power?
  • Evaluation of the repercussions from cancelling the 4th renewables auction
  • Analysis of the “restricted auction” for Mexico’s new refinery
Moderator: Juan F. Ruenes, Partner, White & Case LLP
Ramon Salcedo, Structured Finance Director, Zuma Energía
Hector Olea, President & CEO, Gauss Energia
Patricia Tatto, Partner/ Director Mexico & Central America, ATA Renewables
Camilo Serrano, General Manager for Mexico, Atlas Renewable Energy
11:50AM Key project roundtables

Senior thought-leaders in Mexico debate and discuss the key topics affecting the market with topics tailored to the specific concerns of those in the room. Please choose a roundtable from the following:

1. 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, Head of Investor Relations,Banobras

2. Natural Gas as a transition fuel

Alejandro Violante, Founder & Director, NATGAS

3. Roads, as part of a long term infrastructure plan

Agathe Vigne, Head of Business Development LATAM,Egis Projects S.A

4. Opportunities and challenges in the Peninsula de Yucatan, for gas and electricity generation

Jose Luis Lopez Zamudio, Midstream Asset Manager, EXI CKD

5. Distributed Generation and Exempt Generators

Carlos Lerma, Former Director of Energy Investments,
Bancomext

Alejandro Blasco Ruíz, Head Of Investor Relations, Banobras
Alejandro Violante, Founder & Director, NATGAS
Jose Luis Lopez Zamudio, Midstream Asset Manager, EXI CKD
Carlos Lerma, Director of Finance for the Energy Sector, Bancomext
Agathe Vigne, Head of Business Development LATAM, EGIS Projects SA
12:40PM 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
Alex Fabrega, Director of Investments, CKD Infraestructura Mexico
Jorge Rave, Senior Regional Manager, Mexico, Export Development Canada
Renato Valdivia, Commercial Director, Atlas Renewable Energy
Jesus Antonio Leal Félix, Director of Energy, Banobras
1:30PM La Comida - Networking Lunch & Art Gallery
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
Alfredo Santillan, Mexico Chief Representative Officer, SMBC
Javier Areitio, Director, Infrastructure, Actis
Nicolas Escallon, Director, Energy, Actis
Marian Aguirre, Director, Energy Investments, Bancomext
Laura Vila, Senior Investment Officer China-Mexico Fund, IFC
3:50PM Financing future transmission lines
  • How will Mexico fulfil transmission & distribution needs post auction cancellations?
  • 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?
Roberto Machorro, CFO, Commercial & Project Finance, GE Power
Carmen Serdan Banda, Director of Investor Relations, CFE Capital
Leopoldo Burillo, Managing Partner, Fimecap
4:20PM Networking refreshments break & Art Gallery
4:45PM Reviewing, retaining and building confidence in times of uncertain opportunity: an international perspective
  • Six months in, how has the international perspective of Mexican Energy and Infrastructure Finance under AMLO’s presidency changed?
  • What kind of support would developers like to see the finance sector move towards to assist the conditions for long term project finance for renewables?
  • 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?
Carlos St. James, Director, Strategic Development, Wood Clean Energy, Latin America & Caribbean Council on Renewable Energy (LAC-CORE)
Alejandro Pedroza, Vice President Project Finance Mexico, Sumitomo Mitsui Banking Corporation
Ernesto Garcia, Director of Project Finance, EDF Renewables
Rafael Valdez Mingramm, Managing Director of Latin America & the Caribbean, Envision Energy
Louis-Jean Chartier, Managing Director, Infrastructure, CDPQ
5:30PM Chairperson’s closing remarks
5:40PM Networking cocktail and jazz reception
  • With live background Jazz music from Mexican band, Satiros