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.

We are pleased to welcome Irene Espinosa of Banco de Mexico, who will be delivering the Keynote presentation. 

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

  • Gerardo Esquivel, Professor of Economics, El Colegio de Mexico
  • Guillermo Garcia Alcocer, President, Comisión Reguladora de Energia
  • Ivan Sandrea, CEO, Sierra Oil & Gas
  • David Plascencia, Deputy Finance Director, CFE
  • Nelly Molina, CFO, IEnova
  • José Antonio Prado, Partner, Holland and Knight
  • Eugenio Caballero, Chief Financial Operator, 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       Sovereign Outlook on the New Administration   

  • NAFTA overview and the impact of US Policies
  • The view of the new administration on fiscal and macroeconomic policy
  • ‍Uncertainty during a period of transition

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

9:15 AM        Sovereign Fireside Chat

  • An inside look into the Amlo administration
  • Policy to implementation: the path forward
  • Top priorities for the near term

  Presenter

  Gerardo Esquivel, Professor of Economics, El Colegio de Mexico

  Moderador

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

10:00 AM     The Future of the Oil and Gas Sector

  Next steps, 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 policy, return and investment – impacts for PEMEX and retailers
  • ‍ESG considerations and other medium to long term challenges to the expansion of the sector

  Panelists

  • Guillermo Garcia Alcocer, President, Comisión Reguladora de Energia
  • Ivan Sandrea, CEO, Sierra Oil & Gas

  Moderador

  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 buffers protect against potential adversity

  • Central bank autonomy and limits on government powers reduce likelihood of disruptive policy initiatives
  • ‍While development banks´ loan growth likely to accelerate, this does not represent a competitive threat to private banks
  • Private lenders’ strong profitability, capital, and asset quality positions them well to withstand a deterioration in the operating environment

  Presenters

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

                         Track 2: Reshaping Mexico’s Power Sector: Key players’ expectations of the new government

  • ‍Potential policy changes and impact to CFE: regulated tariffs, subsidies and capital investments
  • ‍The role of the private sector in power generation
  • ‍The current state and continuity of the energy reform
  • ‍2019 Outlook: The need for new capacity, transmission and gas pipeline projects
  • ‍Status of renewable commitment and likelihood of success: Project Delays, new auctions and financing availability

   Panelists

  • ‍David Plascencia, Deputy Finance Director, CFE
  • ‍Nelly Molina, CFO, IEnova
  • ‍José Antonio Prado, Partner, Holland and Knight

   Moderator

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

12:00 PM        Breakout Transition

12:05 PM        Track 1: Consumer and homebuilding sectors: Impacts from Mexico’s changing environment

  • Currency, inflation, market sentiment and their effects on consumer sector
  • Impact of new government policies for homebuilders
  • Public spending and domestic performance
  • Scale, diversification, liquidity – the ideal credit profile

   Panelists

  • ‍Eugenio Caballero, Chief Financial Operator, 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, Moody’s Investors Service

                         Track 2: The Future of Mexico’s Fiscal Coordination System and financial Discipline

  • ‍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

     Irene Espinosa Cantellano, Deputy Governor, Banco de México

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.