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Dear Colleague,
On behalf of Latin Markets, it is my pleasure to welcome you and your colleagues to the fourth annual Mexico Investors Forum.
Since launching this event in 2011, our goal has been to drive Mexico and global market integration and to
provide streamlined intelligence on investments, operations and risk. Latin Market’s Mexico Investors Forum
provides a unique platform for investors and managers who need to demystify the process of asset allocation and fundraising in Mexico.
Through a series of interactive discussions and presentations we will provide a fresh perspective for 2014
on the following:

Mexico Pension Funds: How they have grown and where the opportunities and risks are for the next ten
years

Global Institutions and local funds: Potential allocators to Mexico and Mexican strategies, what are the
perspectives of both seasoned investors in the region and those that are just starting to get involved

Regulatory update for global funds: Structuring in Mexico, Who to partner with how to navigate Mexican
culture

Asset class comparison: What have investors in Mexico traditionally allocated to? How are things
changing?
On behalf of Latin Markets, I thank you for your consideration of our event and look forward to seeing you in
Mexico City next November.
Kind regards,
Charles Fathers
Head of Institutional Investors Latin America
Latin Markets
Investors Forum Series
4th Annual
Chilean Investors Forum
Santiago
August 7th & 8th
The Ritz-Carlton Hotel
4th Annual
Mexico Investors Forum
Mexico City
November 12th & 13th
Four Seasons Hotel
4th Annual
Colombia Investors Forum
Bogotá
February 4th & 5th 2015
JW Marriott
4th Annual
Peruvian Investors Forum
Lima
June 2015
Swissotel Lima
Contact Information
SPONSORSHIP
Cinthia Silva
+1-917-551-5541
[email protected]
REGISTRATION
Victor O. Tolentino
+1-646-415-9161
[email protected]
Hugo Della Motta
+1- 917-551-5540
[email protected]
MARKETING PRESS
Maria Rodriguez
+1- 646-216-9483
[email protected]
INVESTOR CONTACT
Marcela Fonseca
+1-646-416-6239
[email protected]
Acadian specializes in active global and international equity strategies, employing sophisticated analytical
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proprietary database covers over 40,000 securities in more than 60 markets worldwide. Acadian's extensive research capabilities are used to develop customized investment management solutions for our clients.
AllianceBernstein L.P. is a leading investment-management firm. Our global presence, breadth of services and research excellence allow us to offer a full array of investment solutions to meet our clients’
and investors’ diverse needs. Whether you’re an individual investor or a multibillion-dollar institution,
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and address specific needs, we can draw on a broad spectrum of investment tools across equities, fixed
income, multi-asset and alternatives. (AUM: US$ 454 billion as of 31 March 2014).
CEM Benchmarking is an independent provider of objective cost and performance benchmarking and
best practice insights for public, corporate, and industry pension management organizations worldwide.
We firmly believe ‘what gets measured gets managed’. With deep industry knowledge and the most
extensive global databases, CEM helps over 150 of the world’s top 300 pension schemes understand and
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With €944 billion of assets under management (as at December 31, 2012), Deutsche Asset & Wealth
Management is one of the world's leading investment organizations. Deutsche Asset & Wealth Management helps individuals and institutions worldwide to protect and grow their wealth, offering traditional
and alternative investments across all major asset classes. It also provides tailored wealth management
solutions and private banking services to high-net-worth individuals and family offices.
Over 3,500 boards and 77,000 individual directors, executives and board teams worldwide rely on Diligent Board Member Services, Inc. to speed and simplify how board materials are produced, delivered
and reviewed. Providing the world’s most widely used secure board portal, Diligent has pioneered ease of
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Gresham Investment Management LLC was founded in 1992 by Dr. Henry Jarecki and has pioneered the
management of diversified commodity investment portfolios using commodity futures. Our Tangible
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and Bloomberg Commodity Indices (formerly known as the Dow Jones UBS Commodity Indices). As of
December 2013, Gresham manages in excess of $15 billion for a variety of clients, including Public and
Corporate Pension Funds, Endowments, Corporations, Health Systems, Insurance Companies, Pooled
Investment Vehicles, Global Investment Advisors, and Sovereign Wealth Funds, based in the Americas,
Europe, Asia, and the Middle East.
Since its founding in 1899 in Baltimore, Legg Mason has evolved into one of the largest asset management firms in the world, serving individual and institutional investors on six continents. Today's Legg Mason is a diversified group of global asset management firms ("affiliates") who are recognized for their
proven investment expertise and long-term performance. The principal investment affiliates of Legg Mason are among the industry leaders in their respective areas of specialization, with unique investment
approaches that have been developed over decades.
Misys is at the forefront of the financial software industry, providing the broadest portfolio of banking,
treasury, trading and risk solutions available on the market. With 1,800 customers in 120 countries our
team of domain experts and partners have an unparalleled ability to address industry requirements at
both a global and local level. Misys is the trusted partner that financial services organizations turn to for
help solving their most complex problems.
MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset
managers, banks, hedge funds and pension funds. MSCI products and services include indexes, portfolio
risk and performance analytics, and governance tools. The company’s flagship product offerings are: the
MSCI indexes with approximately USD 7.5 trillion estimated to be benchmarked to them on a worldwide
basis2; Barra multi-asset class factor models, portfolio risk and performance analytics; RiskMetrics multiasset class market and credit risk analytics; IPD real estate information, indexes and analytics; MSCI ESG
(environmental, social and governance) Research screening, analysis and ratings; ISS corporate governance
research, data and outsourced proxy voting and reporting services; and FEA valuation models and risk management software for the energy and commodities markets.
Every day, thousands of users in banks, asset managers, corporations and utilities rely on Murex people
and Murex solutions to support their capital markets activities across asset classes. For years now, Murex
has consistently been recognized as a solid leader in software development for trading, risk management
and processing.
Pioneer Investments is a global asset management firm, offering a diverse range of products across both
traditional and non-traditional asset classes to clients that include institutions, corporations, intermediaries
and private investors around the world. Today, Pioneer Investments has a presence in 27 countries worldwide and an experienced team of over 2,060 employees globally, including nearly 350 investment professionals. Our Global Investment Centres in Boston, Dublin and London ensure we provide our clients with
outstanding investment solutions and services. As at 31 May 2014 assets under management totaled €179
billion. Pioneer Investments is fully owned by UniCredit, one of Europe’s leading banking groups.
Robbins Geller represents hundreds of institutional investors in the United States and around the globe in
contingency-based securities and corporate litigation. The Firm’s attorneys have shaped the law in the area
of securities litigation and shareholder rights, and recovered tens of billions of dollars for defrauded investors. Record-setting recoveries achieved by Robbins Geller attorneys include the largest securities class
action recovery in history (Enron – over $7.3 billion); the largest antitrust class action recovery (Visa/
MasterCard – $5.7 billion); the largest securities class action judgment (Household International – $2.46
billion); the largest stock option backdating recovery (UnitedHealth – $925 million); the largest opt-out
(non-class) securities recovery (WorldCom – $657 million); the largest RMBS purchaser class action recovery (Countrywide – $500 million); and the largest merger and acquisition recovery (Kinder Morgan – $200
million). The Firm not only secures recoveries for defrauded investors, it also works hard to enforce corporate governance changes, helping to improve the financial markets for investors worldwide. Please visit
rgrdlaw.com for more information.
S&P Capital IQ, a business line of McGraw Hill Financial (NYSE:MHFI), is a leading provider of multi-asset
class and real time data, research and analytics to institutional investors, investment and commercial
banks, investment advisors and wealth managers, corporations and universities around the world. We provide a broad suite of capabilities designed to help track performance, generate alpha, and identify new
trading and investment ideas, and perform risk analysis and mitigation strategies. Through leading desktop
solutions such as the S&P Capital IQ, Global Credit Portal and MarketScope Advisor desktops; enterprise
solutions such as S&P Capital IQ Valuations; and research offerings, including Leveraged Commentary &
Data, Global Markets Intelligence, and company and funds research, S&P Capital IQ sharpens financial intelligence into the wisdom today’s investors need.
Since our beginning in 1975, The Vanguard Group (Vanguard) has become one of the world’s largest investment management companies. Today our clients entrust us with more than $2.7 trillion in assets under
management, divided about equally between active and passive investments. Our asset base includes $340
billion in exchange-traded funds (ETFs). We offer locally domiciled investments in key markets around the
world, and serve clients through offices in 10 countries. We attribute our growth over the past three decades to meeting our clients’ needs through our client alignment, enduring investment philosophy, and emphasis on low costs.
WallachBeth Capital is a leading provider of institutional execution services, offering our clients a full spectrum of solutions to help them navigate increasingly complex markets. The firm’s expertise includes ETFs,
equities, equity derivatives, CEFs, electronic trading and healthcare research. WallachBeth employs a holistic process for developing and implementing trading strategies, leveraging a combination of product
knowledge, market insight, and a consultative approach. Operating on a fully disclosed, agency-only basis,
the firm is committed to facilitating all client needs with transparency and integrity.
General (Ret.) David H. Petraeus, Chairman, KKR Global Institute, Former Director - CIA
General Petraeus joined KKR in 2013 and is Chairman of the KKR Global Institute. Gen. Petraeus is involved in the
KKR investment process and oversees the Institute’s thought leadership platform focused on geopolitical and macroeconomic trends, as well as environmental, social, and governance issues. Prior to joining KKR, he served over 37
years in the U.S. military, including command of coalition forces in Iraq during the Surge, command of U.S. Central
Command, and command of coalition forces in Afghanistan. Following his service in the military, he served as the
Director of the CIA. Gen. Petraeus graduated with distinction from the U.S. Military Academy and subsequently
earned MPA and PhD degrees in international relations from Princeton University’s Woodrow Wilson School of Public and International Affairs.
Bruce Zimmerman, Chief Executive Officer & Chief Investment Officer, UTIMCO (US)
Mr. Zimmerman serves as the President, Chief Executive Officer, and Chief Investment Officer at UTIMCO. Prior to
this, he was the Chief Investment Officer and Global Head of Pension Investments at Citigroup. He served as Group
Managing Director, Chief Financial Officer, and Chief Administrative Officer at Citi Capital Advisors Limited. He was
Group Managing Director of Citigroup Alternative Investments. He serves as the Director of Commonfund. He serves
as a Member of the Investment Committee at Houston Endowment.
Carlos Ramirez, President, CONSAR
Mr. Ramírez is the President of the National Commission of the National Pension System (CONSAR). He has held
positions like Communications Officer at PEMEX and Chief Economist for Mexico at the Banco Mercantil del Norte
(BANORTE). He holds a Master’s Degree in Public Policy by the London School of Economics and in Economic Policy
Management from Columbia University; BA in Economics by the ITAM and BA in Political Science from the UNAM.
Ignacio Saldaña Paz, Chief Investment Officer, Afore XXI Banorte (Mexico)
Mr. Saldaña is the CIO for Afore XXI Banorte´s pension fund, the largest fund in terms of individual accounts and
AUM in Mexico. He has worked for Banorte Financial Group since 1995 in various areas such as Treasury, Savings,
and International Banking. Prior, he was the CIO of Banorte Generali. He graduated from the Instituto Tecnológico
de Estudios Superiores de Monterrey and received a Masters in Finance from the Instituto Panamericano de Alta
Dirección de Empresas (IPADE).
Jose Maria de la Torre Verea, Chief Executive Officer, Afore PENSIONISSSTE (Mexico)
Jose Maria de la Torre Verea, is the Chief Executive Officer at Afore PENSIONISSSTE. He has more than 19 years of
experience in the financial sector. Prior to this, he was the Director at Citigroup Private Banking. He received his BS
in Industrial Engineering at Instituto Tecnológico de Monterrey, an MBA in Financial Engineering at MIT Sloan School
of Management, and a MA in Economics at Yale University.
Jesús Argüelles, Portfolio Manager, Ontario Teachers’ Pension Plan (Canada)
Mr. Argüelles joined Teachers' in 2013 and is part of the senior team responsible for fund investing and portfolio
management, focusing on the Americas. Prior to Teachers', he was a Portfolio Manager in the Private Equity (PE)
Program of the California Public Employees' Retirement System (CalPERS). Mr. Argüelles earned his Bachelor of Science in Managerial Economics from the University of California, Davis.
Mercedes Aráoz Fernández, Country Representative, Inter-American Development Bank (Mexico)
Ms. Aráoz Fernández is the Country Representative of the Inter-American Development Bank in Mexico. She served
as Minister of Foreign Commerce and Tourism in Peru from 2006 to December 2009, after which she was appointed
as Peru's Finance Minister. Aráoz graduated from the University of the Pacific in Lima and the University of Miami.
James Maloney, Chairman of the Investment Committee, Chicago Police Pension (US)
Mr. Maloney is the Chairman of the Investment Committee at Chicago Police Pension. He is also a Lieutenant on the
Chicago Police Department for over thirty years. He was appointed to former City of Chicago Mayor Richard Daley.
He has a B.S. from Western Illinois University, a Master of Public Administration (MPA) and a Master of Business
Administration (MBA) from Illinois Institute of Technology, and a Masters Certificate in Financial Fraud from St. Xavier University.
Andrew McOrmond, Managing Director, ETF & Portfolio Trading, WallachBeth Capital
Mr. McOrmond joined WallachBeth Capital in December 2008 and is currently Managing Director of ETF & Portfolio
Trading. His unique understanding of ETPs began after becoming a member of the American Stock Exchange in 1999.
In 2002, he was elected a principal and Managing Director of Amex member firm Progressive Securities, where he
was instrumental in expanding that firm's presence serving institutional clients active within the ETF space. He appears on CNBC and has been profiled in leading financial publications including The Wall Street Journal, The Financial
Times, Traders Magazine, ETF.com and SeekingAlpha.
Roman Toledo Figueroa, Head of Investments, MetLife (Mexico)
Mr. Toledo is the Head of Investments at MetLife Mexico. He currently manages assets over $110 billion pesos
(over $8 billion USD). He is also Chairman of the Investments Committee of the Mexican Association of Insurance Institutions (AMIS), where he is in charge of negotiating changes to the insurance regulation seeking to
contribute to the modernization of the sector. Prior to this, he was Subdirector of Institutional Investments and
Investment Manager at Scotiabank. Mr. Toledo has a degree in Economics with a specialization in Economic
Theory, graduated from the Instituto Tecnológico Autónomo de México (ITAM).
Alejandro Duran, Head of Investments, Towers Watson (Mexico)
Mr. Duran is the Head of Investments of Towers Watson Mexico. He has over 25 years of experience in the
field. Prior to joining Towers Watson, Alexander spent 10 years at ING Investment Management as managing
director of equities. Other professional background includes positions as economic and fundamental analyst in
Citibank and other Mexican financial firms. Alexander holds a BA in Economics from Universidad Anahuac.
Jay Pelosky , Founder, J2Z Advisory LLC, Founding member of the World Economic Roundtable NYC (US)
Mr. Pelosky is Principal of J2Z Advisory, LLC. an independent global asset allocation and portfolio strategy consultancy. He sits on the board of Franklin Holdings (Bermuda) Ltd. where he is a member of the investment
committee. He is a Founding Member of the New America Foundation’s World Economic Roundtable. At Morgan Stanley, he launched the Firm’s global asset allocation and global equity strategy research products. He
also formed and co-chaired the research department’s asset allocation committee.
Manuel Eduardo Garcia, Superintendent, PEMEX (Mexico)
Mr. Garcia is the Superintendent of Finance and Treasury at Petroleos Mexicanos Corporativo. He has 29 years
of experience in the field. He holds his degree in Administration from Universidad Nacional Autónoma de México and masters in Finance from Universidad del Valle de México, and masters in Administration from Universidad del Valle de México.
Iván Estrada, Head of Private Bank, Banco Santander (Mexico)
Mr. Estrada is Head of Private Bank at Banco Santander in Mexico. He holds a degree in Industrial Engineering
from Universidad Panamericana, and holds a Masters in Finance. He had been working at HSBC Group (Mexico
and Latin-American) for 5 years as manager in Corporate Banking, Project Management and Risk. He is certificated in credit analysis by Moody’s and HSBC Business School.
Humberto Garcia de Alba, Chief Investment Strategist Private Banking, BBVA Bancomer (Mexico)
Mr. Garcia has been the Chief Investment Strategist at BBVA Bancomer since January 2008 where he is responsible for US$22 billion of AUMs for domestic and international markets. Prior to Humberto’s current role he
was Latin America Innovation and Product Development Director for BBVA Private Banking and Asset Management Latam. Humberto is from Mexico. He has a BSc in Economics from ITAM, an MSc en Financial Engineering
from University of Reading and he is currently studying for a Doctorate degree in Business Administration from
Universidad Anahuac.
Raman Aylur Subramanian, Managing Director, Head of Americas Applied Research, MSCI (US)
Mr. Raman Aylur Subramanian is Managing Drector at MSCI. He is responsible for the creation of new methodologies and for research on strategic positioning of the firm’s index series covering various asset classes. Mr.
Subramanian has a bachelor’s degree in petroleum engineering from the Indian School of Mines and a master’s
degree in international management from the Thunderbird School of Global Management.
Francisco Gil Diaz, Chief Executive Officer, Telefonica (Mexico)
Mr. Gil is the Chief Executive Officer and regional chairman at Telefonica. He served as Secretary of Finance in
the cabinet of President Vicente Fox. He received a bachelor's degree in economics from the Autonomous
Technology Institute of Mexico (ITAM) and a Ph.D. in economics from the University of Chicago. He has served
as Undersecretary of Finance and Vice-Governor of the Mexican central bank, and CEO at Avantel.
Gustavo Lozano, Country Manager, Pioneer Investments (Mexico)
Gustavo is Country Manager of Pioneer Investments Mexico and supervises the growth initiatives in Central
America. Gustavo was born in Mexico and has 26 years of experience in financial markets. His experience includes heading the Institutional Sales group at Bank of America and Merrill Lynch, and as director of International Sales for ING Bank Mexico. Along with his sales background, Gustavo has been a trader in various other
markets including: Debt, Foreign Exchange Derivatives, and Interest Rates.
DAY 1 – Wednesday, November 12th, 2014
8:00
Registration Opens
9:00
Host’s Welcome
Marcela Fonseca, Project Manager Institutional Investors, Latin Markets (US)
9:05
Chairman’s Opening Remarks
9:15
Global Asset Allocation Strategies
Local and Global investors discuss opportunities in Mexico and around the world
Panelists:
Bruce Zimmerman, Chief Executive Officer & Chief Investment Officer, University of Texas Investment Management Co. (US)
Ignacio Saldaña, Chief Investment Officer, Afore XXl Banorte (Mexico)
Jeffrey Tumolo, Managing Director, Chief Investment Strategist, Tag Associates (US)
10:00
Understanding the Afore System
Shifting regulation and changing needs of the system’s constituents are opening the Afores mandates to more sophisticated allocations
across the world? What are the implications for local and global managers
Panelists:
Carlos Ramirez, President, CONSAR (Mexico)
Purificacion Carpinteyro, Federal Deputy, Chamber of Deputies of the Congress (Mexico)
10:30
Confronting Global Investing: Considerations, Choices & Decisions
Presenter:
Raman Aylur Subramanian, Managing Director, Head of Americas Applied Research, MSCI (US)
10:50
Networking Break
11:20
Risk Management & Core Competencies
For institutional investors managing and mitigating risk is a key concern – What are the biggest, unrecognized sources of risk in current
markets?
Moderator:
Patrick Daniels, Founding Partner, Robbins Geller Rudman & Dowd LLP (US)
Panelists:
Jesus Zuñiga, Chief Risk Officer, GNP Seguros (Mexico)
Julio Sepulveda, Risk Management Director, Seguros Banorte Generali (Mexico)
Vadim Zlotnikov, Chief Market Strategist, AllianceBernstein (US)
Imane Cherradi, General Manager, Murex (US)
Mike Heale, Principal, CEM Benchmarking (Canada)
Luis Martin Del Campo, Executive – Latin America, MISYS (Mexico)
12:10
Asset Allocation and Risk Management Understanding disciplined and systematic solutions that address clients’ complex investment
challenges.
Janet Campagna, PhD, Chief Executive Officer, QS Investors, a Legg Mason Company (US)
12:30
Local Markets for International Investors
Value and risk in local markets across asset classes – where are opportunities perceived and where do they exist?
Panelists:
James Maloney, Chairman of the Investment Committee, Chicago Police Pension Fund (US)
Will Buividas, Treasurer, Phoenix Police Pension (US)
Jay Pelosky , Founder, J2Z Advisory LLC, Founding member of the World Economic Roundtable NYC (US)
Jim Pittman, Head of Private Equity, PSP Investments (Canada)
Michael P. Hennessy, Managing Director – Investments, Morgan Creek Capital Management (US)
1:20
Networking Lunch
DAY 1 – Wednesday, November 12th, 2014
2:20
Global Fixed Income Investing
Investors and managers discuss where diversification opportunities can be found in global fixed income markets in 2015?
Panelists:
Mariana Zubieta, Head of Structured Finance, Afore PensionISSSTE (Mexico)
Juan Carlos Rendón, Chief Investment Officer, AXA Seguros (Mexico)
Alejandro Elizondo, Chief Investment Officer, Seguros Monterrey New York Life (Mexico)
Antonio Salinas, Chief Executive Officer, Seguros de Vida SURA (Mexico)
3:00
Institutional Allocations to ETF Strategies – Best Practices & Stable Returns
How the most sophisticated investors are using ETF investments to access international markets and niche value assets across the
world? The world’s leading ETF managers review trends and share ideas on institutional allocations to exchange traded strategies.
Panelists:
Daniel Wallick, Principal, Investment Strategy Group, Vanguard (US)
Andrew McOrmond, Managing Director, ETF & Portfolio Trading, WallachBeth Capital (US)
3:30
Mexico Capital Markets Structure and Regulation
How will the rules and regulations governing financial institutions in Mexico shift in the next year? How are the interests of competing
stakeholders in the market represented and what policies can ensure the continued vitality of the local market?
Panelists:
Luis Leyva, Deputy Managing Director of Market Regulation, Comisión Nacional Bancaria y de Valores (Mexico)
Jorge Alegria, Chief Executive Officer, MexDer, Head of Markets, BMV Group (Mexico)
4:00
Networking Break
4:30
Mexico Macro Outlook: Leadership in Growth
Mexico is emerging as a leader in Latin America – what are Mexico’s prospects for growth in 2015, and what factors will contribute to
further market development?
Panelists:
Mercedes Aráoz Fernández, Country Representative, Inter-American Development Bank (Mexico)
Alejandro Dieck Assad, Head of Research, EGADE Business School (Mexico)
Pólux Díaz Ruiz, Director of Finance, ITAM (Mexico)
Eduardo Wallentin, Senior Strategy Manager, Latin America and Caribbean, IFC - International Finance Corporation (US)
Stefan Blum, Country Representative, DEG (Mexico)
5:00
Portfolio Construction for the Mexico Private Client
How are private banks and family offices in Mexico building effective portfolios for their clients?
Panelists:
Iván Estrada, Head of Private Bank, Banco Santander (Mexico)
Carlos Habsburgo, President, Habsburgo & Associados (Mexico)
Humberto Garcia de Alba, Chief Investment Strategist Private Banking, BBVA Bancomer (Mexico)
Carlos Hernandez Artigas, Founding Partner, Forrestal Capital (US)
Alfonso Carrillo, Managing Director, Family Office Mexico (Mexico)
Xavier Lamicq, Partner, Life Capital (Mexico)
5:30
End of Day One Cocktail Networking
DAY 2 – Thursday, November 13th, 2014
8:30
Registration Opens
9:40
Host’s Welcome
Marcela Fonseca, Project Manager Institutional Investors, Latin Markets (US)
9:45
Chairman’s Opening Remarks
10:00
Keynote Interview -Conversation with David Petraeus and the KKR Institute
Key Geopolitical issues in Mexico shaping growth and international relations in the Americas
Interviewees:
General (Ret.) David H. Petraeus, Chairman, KKR Global Institute, Former Director - CIA & Commander - US Central Command
Vance Serchuk, Executive Director, KKR Global Institute (US)
10:30
Understanding Commodities & Energy Markets
Commodities are traditionally strongly linked to growth in Mexico—how can investors in Mexico diversify outside of the domestic market
and make global commodity and energy plays?
Moderator:
Alex Gansch, Managing Director, Gresham Investment Management (US)
Panelists:
Manuel Eduardo Garcia, Superintendent, PEMEX (Mexico)
Jesús Argüelles, Portfolio Manager, Ontario Teachers’ Pension Plan (Canada)
Luis Alberto Ibarra, Chief Executive Officer, Capitalization and Investment Fund for the Rural Sector -FOCIR (Mexico)
11:00
A Conversation on Managing Investment Volatility
Ryan D. Taliaferro, Senior Vice President, Acadian (US)
11:20
Networking Break
11:50
Mexico & Global Equities; a comparison of Trends
Increasingly sophisticated Mexican markets offer risk and return for global investors, how do these markets contrast and compare with
the US, Europe & Asia? The Information Investors need to understand the Mexican equity market
Panelists:
Omar Morales, Equity Portfolio Manager, Afore XXI Banorte (Mexico)
Carlos Vazquez, Senior Consultant, Mercer (Mexico)
Mebane Faber, Founder and Chief Investment Officer, Cambria Investment Management (US)
Ruben Falk, Senior Director -Investment Management Segment, S&P Capital IQ (US)
12:20
Local Allocations to Global Strategies
How are local investors accessing offshore funds and strategies?
Panelists:
Jose Maria de la Torre, Chief Executive Officer, Afore PensionISSSTE (Mexico)
Ramon Pando, Chief Executive Officer, Afore Principal (Mexico)
Gustavo Lozano, Country Manager, Pioneer Investments (Mexico)
Alejandro Duran, Head of Investments, Towers Watson (Mexico)
Arturo Hanono, Chief Investment Officer, Afore Metlife (Mexico)
12:50
Mexico Corporate Roundtable
CEO & CFOs from Mexico’s largest companies discuss growing their business domestically and internationally
Panelists:
Francisco Gil Diaz, Chief Executive Officer, Telefonica (Mexico)
Juan Bruno Rangel, Chief Financial Officer, Grupo Salinas (Mexico)
1:20
Networking Lunch
2:30
Conclusion of Event