INVEST IN MEXICO SUMMIT 2016 KNOWLEDGE | INVESTMENT | TRUST | ENTERPRISE MEXICO LOOKS TO THE FUTURE Focusing on the global trends that define business models worldwide, KITE INVEST provides a solid network of contacts, enabling our clients to reach their professional goals through successful optimization and turning each contact into a growth asset. MEXICO’S BRAND AMBASSADORS BUSINESS SYNERGIES FOREIGN DIRECT INVESTMENT PARTNERS THE LEADING INVESTMENT EVENT IN MEXICO FOSTER, BUILD, and STRENGTHEN relationships within the international investment community. Luis Peña Kegel Rodolfo Campos Iván Sandrea CEO of HSBC Mexico Deputy Director of Treasury of Pemex CEO of Sierra Oil & Gas A must attend event offering the best networking opportunities and the best occasion to analyze Mexico’s economic growth and attraction of Foreign Direct Investment. H.E. Ducan Taylor British Ambassador to Mexico Antonio Ruiz Galindo President of AMEXCAP Benjamin Driggs President of Honeywell Latin America AUDIENCE BREAKDOWN A must attend event offering the best networking opportunities and the best occasion to analyze Mexico’s economic growth and attraction of Foreign Direct Investment ü ü ü ü ü OVER 250 SENIOR LEVEL DECISION-MAKERS KEYNOTES SPEAKERS CASE STUDY PRESENTATIONS UNIQUE INVESTOR PERSPECTIVES GOVERNMENT REPRESENTATIVES ü ü ü ü ü REGULATORS DEVELOPMENT BANKS CORPORATES INTERNATIONAL and MEXICAN INVESTORS KEY FINANCIAL ADVISORS 65% CEO, CIO, CFO 17% MANAGING DIRECTOR 11% DIRECTOR 9% MANAGER ONE-TO-ONE MEETINGS ü Pre-arranged One-to-One Meetings ü One-to-One Meetings scheduled with key representatives from the highly targeted audience ü Detailed profile and contact information of all attendees and sponsors ü One-to-One Meetings ensure optimal and productive networking time – maximizing chances of conducting constructive business negotiations during the event Meetings are arranged and coordinated prior to the event INVEST IN MEXICO SUMMIT 2015 - SPONSORS PLATINUM SPONSORS LUNCH SPONSORS SILVER SPONSORS BRONZE SPONSORS COLLABORATORS “ Gracias a Kite Invest por la invitación a la Comisión Nacional Bancaria y de Valores al foro Invest in México; un éxito. Éxito también en el que están organizando para 2016.” Iván Alemán, Vice President at the Mexico’s Financial Regulator (CNBV) “El Foro de Kite Invest ha sido todo un éxito. El entorno de discusiones y ponencias hicieron evidente el gran potencial que tiene México para los inversionistas extranjeros y nacionales. Foros como este contribuyen de manera importante a fomentar las relaciones de México con inversionistas internacionales.” Pablo Coballasi, Managing Partner PC Capital “Ha sido un grato placer haber participado con la prestigiosa firma Kite Invest, como parte de los panelistas en el pasado foro “Invest in Mexico”. Sin duda, es un evento que ratifica la importancia que tiene la inversión en nuestro país, dado el alto potencial económico, social y cultural que tiene, y que representa una gran oportunidad para compañías trasnacionales que quieren incursionar en nuevos mercados como el mexicano.” Omar Segura Solano, CFO Mapfre México “El nivel, conocimiento y experiencia de los ponentes en los paneles sobre las reformas financiera y energética así como en el de la inversión extranjera directa, permitieron a los participantes conocer de primera mano las experiencias de importantes empresas establecidas en México. En el evento quedó la sensación, para quien sepa verlo, de que las perspectivas para los negocios en México son muy alentadoras en los años por venir.” Carlos Fuentes Arriaga, Director Ejecutivo de Promoción Internacional de Inversiones y Negocios Internacionales de ProMéxico COMPANY PARTICIPANTS AT THE “INVEST IN MEXICO SUMMIT 2015” A Abengoa México; Acciona; AEM-USA Aeropuerto Internacional de la Ciudad de Toluca; Ainda Consultores; Alta Growth Capital; Alta Ventures; AMEXCAP; Andbank; Anierm; Arnasa Consulting; AT&T Mexico B Bakaool; Baker & McKenzie; Banco Santander; Bank of Tokyo-Mitsubishi; Barclays; BBVA Bancomer; Beristain & Asociados; British Embassy in Mexico; British Petroleum; Business Coordination Council (CCE) C Caisse de dépôt et placement du Québec; Camara-Mex-USA; CBRE; Cemex; Chadbourne & Parke; Chevron; Comisión Nacional Bancaria y de ValoresConsejo; CONCAMIN; Consejo Empresarial Hispano D DEG; Diageo Mexico; Dupont México E El Economista; El Financiero; Energy Regulatory Commission (CRE); Eosol Energy; Expansión; EMX Capital F FCC; FedEx Express; Fitch Ratings; Fondo Capital Inversión; Fondo de Fondos; Fo n d o M e x i c a n o p a r a l a Conservación de la Naturaleza; Fondo Mixto de Promoción Turisticas del Distito Federal (CDMX); Foreign Affairs G Gamesa; Garrigues; GBM Infraestructura; General Electric; Grupo Diavaz; Grupo R; Goldman Sachs H K KfW IPEX; Bank GmbH; KPMG México L Llorente & Cuenca; LOVIS M Mammoet de Mexico; MAPFRE; I n ter n a ti o n a l C h a m b er o f Commerce - Mexico; Mexican Chamber of Commerce in Great Britan; Mexican Energy Association (AME) N Nader, Hayaux & Goebel; Nissan Mexico; Novacapre; NYK de México O Holland & Knight; Honeywell; HSBC Mexico OHL Industrial; Oil&Gas Magazine I P International Finance Corporation (IFC); IGS Group; IMSS; Intertek R Rassini S Sabadell Capital ; Sacyr ; Salud D; Sanborns; Santamarina & Steta; Shell; Sierra Oil & Gas; Sinergia Capital; Standard & Poor’s T TIBA Mexico V Variv Capital; Velsimex W Wamex Y YEI PC Capital; Pemex; Pfizer; ProMéxico; Industrias Penoles; Penspen; Petrofac JUNE 22, 2016 INVEST IN MEXICO THE LEADING INVESTMENT SUMMIT IN MEXICO HACIENDA DE LOS MORALES MEXICO DF PROGRAM 2016 Secure your attendance and participation for the INVEST IN MEXICO SUMMIT 2016 [email protected] THE BANKING & FINANCE SECTOR 8:00 – 9:00 9:00 – 9:05 CHECK-IN / REGISTRATION / COFFEE 9:05 – 9:15 KEYNOTE WELCOME 9:15 – 10:00 ROUND TABLE: BANKING & FINANCE – CAPITAL MARKETS KITE INVEST WELCOME ADDRESS From painful restructuring to a more sustainable and profitable future. Analysis on Mexico’s performance of increased equity and debt capital markets activity – Insight to market access, regulatory requirements, and potential hurdles for global operators. DISCUSSION TOPICS: ü The role of financial intermediaries as a market maker in facilitating transactions in which there isn’t a ready seller to match with a buyer, or vice versa ü Trends for capital markets: revenue streams, balance sheet efficiency, regulation & transparency, risk management & risk culture, technology data & client value optimization ü Perspectives on the Mexican capital market and the 2016-2017 outlook for international investors: treasuries versus corporate debt and equity 10:00 – 10:10 NETWORKING COFFEE BREAK THE ENERGY SECTOR 10:10 – 10:25 AN OIL & GAS CASE STUDY / PRESENTATION 10:25 – 11:10 ROUND TABLE: MEXICO´S REDEFINED OIL & GAS INSDUSTRY 2015, the year that redefined Mexico’s oil and gas industry The main event of Mexico’s energy sector is the deep-water auctions taking place during the first half of 2016. However, despite the long-awaited opening and an anticipated substantial rise in investment in 2016, excitement occurs against the backdrop of a 36% decline in the price of oil exports with an average of $49/bbl. DISCUSSION TOPICS: ü Transformation of the sector and new international partnerships ü 2015 oil price drop and the financial challenge of low prices ü The auctions in review and the entrance of foreign firms: Perspective on the new international landscape of Mexico’s oil & gas industry ü Mexico’s aim to diversify away from oil and gas (30% of Mexico’s income) implications for the energy sector – diversification within the sector? 11:10 – 11:25 NETWORKING COFFEE BREAK THE BANKING & FINANCE SECTOR 11:25 – 11:35 EMPEA PRESENTATION - SPECIAL REPORT: PRIVATE EQUITY IN MEXICO 11:35 – 11:50 INTRODUCTION BY A KEYNOTE SPEAKER 11:50 – 12:40 ROUND TABLE: BANKING & FINANCE – MERGERS & ACQUISITIONS The road to a successful transaction is filled with challenges Two of the biggest M&A deals announced worldwide involved Mexican companies: América Móvil’s acquisition of Telmex International and Carso Global Telecom (combined value of $23 billion excluding debt), and Heineken’s $7.34 billion purchase of Mexican brewer Femesa Cerveza. DISCUSSION TOPICS: ü Joint ventures and limited partnerships for international investors into Mexico. View on main economic sectors (energy & telecom) after the global reforms ü Transactions activity in emerging markets and the direct correlation between better governance and firm market value and performance ü 2016 Mexico’s IPO trends and investors confidence: deals numbers and values compared to prior years 12:40 – 12:55 NETWORKING COFFEE BREAK THE ENERGY SECTOR 12:55 – 13:10 A RENEWABLE ENERGY CASE STUDY - PRESENTATION 13:10 – 14:00 ROUND TABLE: RENEWABLE ENERGY– THE OPPORTUNITES ARE ENDLESS Mexico’s solar and wind sectors have experienced triple-digit growth rates over the last ten years, making Mexico’s renewable energy sector one of the fastest growing world wide and outpacing most developed countries. Foreign and local interest in increasing renewable energy sources: US-based renewable energy company, Pattern Energy, partnered in Q12015 with Mexican construction giant, Cemex, to develop up to 1(GW) in new project capacity. DISCUSSION TOPICS: ü Mexico’s goal for green energy: 5% of electricity from renewable energy sources by 2018 ü Investments measures in low-carbon and renewable energy infrastructure ü Foreign and local perspectives on wind, geothermal, and solar energy industry 14:00 – 15:30 NETWORKING LUNCH THE BANKING & FINANCE SECTOR 15:30 – 15:40 A PROJECT FINANCE CASE STUDY / PRESENTATION 15:45 – 16:50 ROUND TABLE: BANKING & FINANCE – PROJECT FINANCE A new era to invest in projects and asset classes that could not have been considered before. Mexican Government announced investments up to $316 billion in infrastructure projects by 2018, including $48 billion for transportation projects and an increase in infrastructure spending of 35% compared to the previous administration. DISCUSSION TOPICS: ü Key financing, regulatory, and legislative developments in the Mexican project finance market: risk identification and allocation ü Sources of capital used to finance Greenfield projects, refinance existing project debt, and finance project acquisitions. ü Broad outlook on 2016 project finance. Sectors: power, natural gas, and infrastructure sectors in focus. 16:50 – 17:00 NETWORKING COFFEE BREAK THE ENERGY SECTOR 17:00 - 17:10 THE ROLE OF FDI INTO THE MEXICAN ENERGY SECTOR 17:10 – 17:20 AN ENERGY VALUE CHAIN CASE STUDY / PRESENTATION 17:20 – 18:10 ROUND TABLE: THE REACH OF ENERGY AND ITS VALUE CHAIN With the opening of Mexico’s energy sector, greater infrastructure, and more competitively priced electricity breathe life back into Mexico’s petrochemical industry and the entire energy sector’s value chain. Petrochemical feels a rejuvenation, as seen by the development launch of Braskem and IDESA plants. DISCUSSION TOPICS: ü The impact of Los Ramones and the Etileno XXI Project (petrochemical) and its business attraction - the effects of significant energy infrastructure plans ü Infrastructure and regulations: How they affect Mexico’s competitiveness and perspectives on the future outlook of the industry ü Perspectives from international companies on the value chain and betting on Mexico ü Outlook on petrochemicals moving away from relying on imports (US$24.5 billion in 2014) to meet domestic needs BANKING & FINANCE – M&A 18:10 – 18:20 KEY NOTE PRESENTATION 18:20 – 19:00 THE M&A MARKET IS HEATING UP IN LATIN AMERICA Most M&A investors in Latin America are building businesses across the region rather than in a single country, and some countries, such as Brazil, Colombia, and Mexico, are garnering more interest from investors than others. Also, some specific industries, including energy, financial services, health care, and telecommunications are stealing the spotlight. DISCUSSION TOPICS: ü Emerging markets in comparison to developed markets with respect to private equity fundraising, investment levels, and fund performance. ü The attractiveness of investing in emerging markets, in particular Mexico, and the remaining challenges. ü Cross border M&A in a globalized world: confronting issues regarding jurisdiction and regulations, and the push for increased transparency ü The expansion of co-investments and the increasing presence and role of venture capital 19:00 – OFFICIAL CLOSING REMARKS – NEW YORK LONDON MADRID www.kiteinvest.com