Mexico Conference 2018

Wednesday, September 5, 2018

September 2018

Conference

Mexico Conference 2018

Credit Perspectives under the Lopez-Obrador Administration

thursday, November 08, 2018
london

Mexico Conference 2018

Credit Perspectives under the Lopez-Obrador Administration
Wednesday, September 5, 2018
September 2018
Hacienda de Los Morales
Mexico City

Mexico Conference 2018

Credit Perspectives under the Lopez-Obrador Administration

Wednesday, September 5, 2018
September 2018
Hacienda de Los Morales
Mexico City

Mexico Conference 2018

Credit Perspectives under the Lopez-Obrador Administration

Wednesday, September 5, 2018
September 2018
Hacienda de Los Morales
Mexico City
Ciudad de México

Mexico Conference 2018

Credit Perspectives under the Lopez-Obrador Administration

Wednesday, September 5, 2018
September 2018
Hacienda de Los Morales
Mexico City

Mexico Conference 2018

Credit Perspectives under the Lopez-Obrador Administration

Wednesday, September 5, 2018
September 2018
Hacienda de Los Morales
Mexico City

Overview

The Moody’s Mexico Conference provides a unique platform to network with peers and hear from industry experts on credit impacts under the Lopez-Obrador Administration. Join policy leaders, industry heads, and senior Moody’s analysts from various ratings groups to learn about the trends and issues relevant to assessing what’s coming next.

As one of 7 events in the Inside LatAm Series, which brings over 2,000 leading market participants together across the region, the Moody's Mexico Conference provides an opportunity to understand the major drivers impacting credit in key sectors.

With elections completed, Moody's analysts will provide insights regarding anticipated credit implications under the Lopez-Obrador Administration.

Moody's Investors Service is pleased to announce the following confirmed speakers:

  • Gerardo Esquivel, Asesor Económico, Equipo de Transición, El Colegio de Mexico
  • Guillermo Garcia Alcocer, President, Comisión Reguladora de Energia
  • Iván Sandrea, Presidente, Sierra Oil & Gas
  • César Acosta, Director de Asuntos Públicos, Equinor México
  • David Plascencia, Subdirector de Financiamiento y Coberturas, CFE
  • Nelly Molina, Vicepresidente Ejecutivo de Finanzas, IEnova
  • José Antonio Prado, Socio, Holland and Knight
  • Maria Aramoni, Portfolio Manager, Santander Asset Management
  • Eugenio Caballero, Director de Finanzas, Sigma

Why Attend?

<div data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bc9" class="custom-container w-container"><div data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bca" class="custom-item-holder alt"><img src="https://uploads-ssl.webflow.com/59faed4401b9500001e97e74/5b0dc75ee143968d6a613a2c_discover3-white.png" data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bcb" class="custom-item-icon alt"><div data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bcc" class="custom-item-text-holder"><h1 data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bcd" data-w-text-holder="true" class="custom-item-heading alt white w-rte-editable">Discover</h1><p data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bcf" data-w-text-holder="true" class="custom-item-para alt white w-rte-editable">Discover fresh perspectives on the credit markets</p></div></div><div data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bd1" class="custom-item-holder alt"><img src="https://uploads-ssl.webflow.com/59faed4401b9500001e97e74/5b0dc770683ddfbee666a4fb_Analyze%203-white.png" data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bd2" class="custom-item-icon"><div data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bd3" class="custom-item-text-holder"><h1 data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bd4" data-w-text-holder="true" class="custom-item-heading alt white w-rte-editable">Analyze</h1><p data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bd6" data-w-text-holder="true" class="custom-item-para alt white w-rte-editable">Analyze which trends will have the most significant impact in the year ahead</p></div></div><div data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bd8" class="custom-item-holder alt"><img src="https://uploads-ssl.webflow.com/59faed4401b9500001e97e74/5b0dc782683ddf22fc66a4ff_network3.png" data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bd9" class="custom-item-icon"><div data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bda" class="custom-item-text-holder"><h1 data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bdb" data-w-text-holder="true" class="custom-item-heading alt white w-rte-editable">Networking</h1><p data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bdd" data-w-text-holder="true" class="custom-item-para alt white w-rte-editable">Network with the top Moody's analysts and key market participants.</p></div></div></div>

Agenda

7:30 AM        Registration and Breakfast

8:30 AM       Welcome Remarks

 Alberto Jones-Tamayo, Representative Director, Moody's Investors Service

8:45 AM       A Retrospective on the Sovereign Credit and Outlook on the New Government   

  • End of the six-year Presidential term and period of transition
  • Achievements of EPN administration
  • NAFTA overview and the impact of US trade policies
  • Short- and medium-term credit challenges

  Jaime Reusche, Vice President-Senior Credit Officer, Moody’s Investors Service

9:15 AM        A Discussion on Economic Policy and Political Economy: The Vision of the New Government

  • Towards a search for a new economic model?
  • Priorities on the economic policy agenda
  • Challenges and conflicts in budget management
  • Sector policies and the role of Government

  Presenter

  Gerardo Esquivel, Asesor Económico, Equipo de Transición, El Colegio de Mexico

  Moderator

  Mauro Leos, Associate Managing Director, Moody's Investors Service

10:00 AM     Opportunities and Challenges to the Development of the O&G Sector in Mexico

  • ‍Energy Reform: taking stock of main achievements
  • New government’s Energy agenda and expected results
  • Fuel pricing – Impact for PEMEX and retailers
  • ESG considerations to the expansion of the sector

  Panelists

  • Guillermo García Alcocer, Presidente, Comisión Reguladora de Energía
  • Iván Sandrea, Presidente, Sierra Oil & Gas
  • César Acosta, Director de Asuntos Públicos, Equinor México

  Moderator

  Nymia Almeida, Senior Vice President, Moody’s Investors Service

10:45 AM      Networking Break

                                                                  Breakout Sessions

11:15 AM       Track 1: The Mexican Banking System: Strong Profitability and Capital Buffers Protect Against                         Potential Adversity

  • Potential policies interfering with the banking system. Are there institutional restrictions to prevent them? What impact would they have?
  • Capacity of banks, both private and public, to face potential interferences and a decline in the economic environment. What buffers do banks have?

  Presenters

  • Felipe Carvallo, Vice President-Senior Credit Officer, Moody’s Investors Service
  • Georges Hatcherian, Assistant Vice President-Analyst, Moody’s Investors Service

 Moderator

 Aaron Freedman, Associate Managing Director, Moody’s Investors Service

                         Track 2: Reshaping Mexico’s Power Sector: Key Players’ Expectations of the New Government

  • Current state and continuity of the energy reform
  • Potential policy changes and impact to CFE: tariffs,subsidies and investments
  • The role of the private sector in power generation
  • 2019 Outlook: New capacity, transmission and gas pipeline projects
  • Status of renewable energy projects and likelihood of success

   Panelists

  • Nelly Molina, Vicepresidente Ejecutivo de Finanzas, IEnova
  • David Plascencia, Subdirector de Financiamiento y Coberturas, CFE
  • ‍José Antonio Prado, Partner, Holland and Knight

   Moderator

   Adrián Garza, Vice President-Senior Analyst, Moody’s Investors Service

12:05 PM        Track 1: Consumer and Homebuilding Sectors: Impacts from Mexico’s Changing Environment

  • Exchange rate volatility, inflation, market sentiment and their effects on consumer sector
  • Impact of new government policies for home builders
  • Scale, diversification, liquidity – the ideal credit profile

   Panelists

  • Maria Aramoni, Portfolio Manager, Santander Asset Management
  • Eugenio Caballero, Director de Finanzas, Sigma
  • ‍Alonso Sanchez Rosario, Vice President-Senior Analyst, Moody’s Investors Service
  • Sandra Beltran, Assistant Vice President-Analyst, Moody’s Investors Service

   Moderator

   Marie Fischer-Sabatie, Senior Vice President, Moody’s Investors Service

                         Track 2: The Future of Mexico’s Financial Discipline and Fiscal Coordination: The Effect of the                          New Power Balance and Public Policy Priorities on the Credit Profiles of States and Municipalities

  • ‍Changes in the institutional framework governing states and municipalities
  • Austerity measures and higher federal transfers under a Lopez-Obrador administration
  • The infrastructure agenda and expectations of higher debt levels

    Presenters

  • Maria del Carmen Martinez-Richa, Vice President-Senior Analyst, Moody’s Investors Service
  • Matthew Walter, Assistant Vice President-Analyst, Moody’s Investors Service

12:50 PM         Break

1:00 PM           Keynote Discussion

1:45 PM           Concluding Remarks

     Martín Fernández-Romero, Managing Director-Regional Head Latin America, Moody's Investors      Service

2:00 PM           Conclusion

Speakers

Moody's Speakers

Martin Fernandez Romero

Managing Director, Regional Head of LatAm

Moody's Investors Service

Moody's Investors Service

Managing Director, Regional Head of LatAm

Martin Fernandez Romero

Additional Information

Should you have any questions, please email Nicole Avellan.