Untitled - Rosen Law

Dear Colleague,
It is with great pleasure that I invite you to join us at the second annual Real Estate Mexico Forum in Mexico City,
Mexico. This meeting is a part of our Real Estate series in the region, providing the latest insight into institutional
opportunities in Latin America, comprised of:

A two-day meeting focusing on new and established funds in the market as well as JV and direct
investment opportunities in Mexico.

Topics will cover perspectives of various types of institutional investors, from family offices to sovereign
wealth funds in addition to foreign direct investment by international investors.

Speaker faculty of over 70 industry leaders that includes pension funds, foundations, endowments, real estate consultants, family offices, multi-managers, real estate funds, developers and other market participants
that will shape the Mexican real estate market in 2015.
We have developed the program to examine opportunities within the region with the needs of institutional investors in mind. We will continuously strive to provide the most updated intelligence on real estate investment allocations in Latin America.
We are looking forward to hosting you at the conference.
Regards,
Andres Ortiz
Latin Markets
ABOUT US
Latin Markets is the world's leading provider of Americas focused investment forums, infrastructure summits
and streamlined market intelligence.
Through our specialized forums in Brazil, Colombia, Chile, Peru, Mexico, Panama and the United States, we
provide the latest market intelligence to our network of more than 5,000 institutional investors, fund managers,
advisors and industry thought leaders worldwide.
REAL ESTATE SERIES
Real Estate Latin America Forum
New York, NY
April 13-14, 2015
Andean Real Estate Forum
Bogota, Colombia
June 1-2, 2015
CONTACT INFORMATION
SPONSORSHIP
Pablo Oliveira
+1 646 415 9398
[email protected]
Roy Salsinha
+1 646 688 2296
[email protected]
REGISTRATION
Francisco Pascual
+1 646-759-4976
[email protected]
INVESTOR RELATIONS
Andrés Ortiz
+1 646 568 1999
[email protected]
MEDIA & PRESS
Maria Rodriguez
+1 646 216 9483
[email protected]
Real Estate Brazil Forum
Rio de Janeiro, Brazil
October 6-7, 2015
Zurich is a leading multi-line insurance provider with a global network of subsidiaries and offices.
With about 60,000 employees, we deliver a wide range of general insurance and life
insurance products and services for individuals, small businesses, and mid-sized and large
companies, including multinational corporations, in more than 170 countries. Zurich is a
global insurer with superior financial strength, a talented workforce and a highly valued
brand. We apply these strengths to help our individual, commercial and corporate
customers understand and protect themselves from risk. Acting as one team with one
purpose we take a global approach to resources and capabilities. We have the flexibility
and speed to adapt our product and geographic mix to meet changing market conditions.
SPONSORS
Advance Real Estate (“Advance”) is an established real estate company based in Querétaro which focuses on the development, leasing and management of institutional-quality industrial properties in Central México. Based in Querétaro, Advance has been operating since 2007 in Central Mexico, a region
where it has developed several industrial projects. Advance developments are distinguished by innovative architecture, security and functionality, aiming to improve quality of life and workplace for its customers. Advance is made up of real estate professionals with experience in the development, construction, project management, asset and funds management of industrial projects. Its executives have over
15 years of experience managing funds from institutional investors in Mexico.
Amistad Industrial Developers began as an idea. It took form and, in 1978, became operational in
Ciudad Acuña, Coahuila. Now, 34 years later, the company has built over 20 million square feet of
industrial space for a client family that includes over 100 world class companies that have generated,
both directly and indirectly, a total of 255,000 jobs. Amistad has grown to enjoy a presence throughout
much of Mexico, and we are poised for further expansion, nationally and internationally. We remain a
family owned and operated company where, since that first day in 1978, our commitment to integrity in
all our business affairs has remained a non-negotiable precept.
Baker & McKenzie has been global since inception. Being global is part of our DNA. Our difference is the
way we think, work and behave – we combine an instinctively global perspective with a genuinely
multicultural approach, enabled by collaborative relationships and yielding practical, innovative advice.
Serving our clients with more than 4,000 lawyers in 46 countries, we have a deep understanding of the
culture of business the world over and are able to bring the talent and experience needed to navigate
complexity across practices and borders with ease.
Grupo Central de Arquitectura is a young enterprise which since 1998 has grown as one of the most
successful real estate developers in Mexico, known for its exceptional quality and service. The architects
Jose Sanchez and Moises Isón, founders and directors of CENTRAL DE ARQUITECTURA, continue creating
and developing amazing projects. The focus of the company is the fusion of financial planning, architectural design, construction and Real Estate within a complete strategy which allows for taking the best
advantage of available resources. At the same time they seek the excellence in construction management and design, as well as providing the deserved service to each valued customer.
Hoteles City is a Mexican company which was incorporated in 2002, with the objective of taking care of
a strategic niche in the hotel industry: the economic segment concerning traveling businessmen. In 2003
we had our first opening using the City Express brand. A year later, the City Suites brand was born, and
in 2008 we inaugurated the City Junior brand. With more than 85 hotels and an ample presence in the
Mexican territory, Hoteles City is today the fastest growing hotel chain in Mexico.
Clarion Partners has been a leading U.S. real estate investment manager for 32 years. Headquartered in
New York, the firm has offices in major markets throughout the U.S., in São Paulo, Brazil and London,
England, as well as a presence in Mexico. With more than $32 billion in total assets under management,
Clarion Partners offers a broad range of real estate strategies across the risk/return spectrum to its
more than 200 domestic and international institutional investors.
DLA Piper, In the United States, has about 1,500 lawyers in offices in more than 20 offices located in
every major business center across the country. Our core US practices are corporate and finance;
intellectual property; litigation; government affairs; real estate; and tax. We represent many of the
world’s leading companies, including multinational, Global 1000 and Fortune 50 enterprises in a wide
range of industries, as well as emerging businesses, banks and other financial institutions and
professional firms.
Hill International is the multinational leader in Project & Construction Management as well as Project
and Construction, Risk Management, and Construction Consultancy in structuring and monitoring
Infrastructure Management Programs. With 4,000 employees worldwide, Hill is one of the leading
companies in Latin America, and it is currently involved in major projects, both public and private.
Presently, it is difficult not to link the name of Hill International to the management of large projects
such as roads, ports, airports and energy projects. Listed on the New York Stock Exchange (NYSE: HIL) is
present in 35 countries on five continents. With regional headquarters in Mexico, Hill’s presence in Latin
America is strong with more than 550 professionals and offices in Mexico, Brazil and Colombia.
LaSalle Investment Management, one of the world’s leading real estate investment managers. With
nearly 700 employees in 16 countries worldwide, LaSalle manages $47.6 billion (as of Q3 2013) of
private and public property equity and debt investments. LaSalle’s diverse client base includes public
and private pension funds, insurance companies, governments, endowments and private individuals
from across the globe.
Lares Desarrollos is a joint venture between Gestar Inmobiliaria and Zeller Realty Group exclusively
focused on developing quality residential communities for the middle class in Mexico, with a track
record that spans well beyond 25 years. Through its affiliates, Lares has completed development
projects valued in excess of USD$500mm across three states. Lares’ investment professionals work
closely with our operating group to capitalize on market dislocations which translates into a strong track
record of consistently delivering attractive risk adjusted returns. Our commitment to our clients, our
products and best practices translates into a disciplined approach to investing.
Mijares, Angoitia, Cortés y Fuentes, S.C. was founded in 1994, integrating a team of highly qualified
lawyers. Our professionals hold postgraduate degrees from some of the best known universities and
institutions in the United States, Europe, and Mexico, and have wide experience in international law
firms, public administration development, corporations in all industrial sectors, and the financial
corporate sector. This quality is precisely what helps us stand out as a highly experienced team of
professionals.
RomoPaillés is a boutique law firm that specializes in transactional work focused mainly in Real Estate,
M&A, Securities, Capital Markets, Financing and Corporate Law. The members of the firm are
recognized in the market as talented, proactive, experienced, and a well-organized team. RomoPaillés
has a clearly defined commitment to service and the optimal assets to assist its clients in seizing every
business opportunity by implementing legal structures individually tailored to suit each client’s needs.
The firm has a wide range of clients including high net-worth individuals, publicly trading and privately
owned companies, financial institutions and investment funds; all engaged in various industries.
Rosen Law is an international business law firm, comprised of Mexican and American attorneys with
offices in Baja California (Los Cabos) and a representative office in Southern California (San Diego). We
serve as a full-service law firm to businesses and individuals in one broad sector in Mexico: real estate,
leisure, resort & hospitality, and tourism. Rosen Law attorneys are bilingual and bicultural professionals
who bridge American and Canadian investors and entrepreneurs to Mexico. We understand and respond to the needs and expectations of the demanding North American client, and at the same time, we
possess the local know-how, relationships and experience to deliver effective, innovative, practical, tailor-made cross-border solutions in Mexico.
Rovi is a full-service real estate development company based in Mexico, currently developing over 800
single-family homes and over 600 mid-rise apartments. We are focused on developing housing for the
growing middle-class in Mexico. Rovi specializes in the development of high-quality high-rise homes in
urban markets throughout the country. Our team of executives combines over 55 years of real estate
development experience in Mexico. We believe in adding quality throughout the development process
from land acquisition to post-sales, we are focused on providing our customers with best-in-class
environments that will last a lifetime.
SER GROUP’s mission is to minimize risk and provide accountability to the construction process for all
parties involved. We believe to our core that a properly planned, documented and transparent process
increases productivity, reduces costs and enhances quality. SER GROUP utilizes multi-disciplined
responsibilities incorporating risk management procedures for all parities involved in the development
process. We support our clients during the due diligence phase, design, bidding, contracting, oversight
and management of project controls through close out. SER GROUP has supported clientele throughout
Latin America, the Caribbean and the U.S. over the past 20 years with offices in Mexico and the U.S.
Thor Urbana Capital is a real estate investment and development company based in Mexico City aimed
to capitalize on Mexico’s strong economic growth and real estate fundamentals. The company creates
value for its investors through the sourcing, acquiring, developing, repositioning, leasing, managing, and
disposing of uniquely located, underperforming or vacant retail, office and mixed-use assets in Mexico’s
principal urban markets. The depth and reach of the company’s sponsors and executive team, with
relationships developed over decades of active real estate development and investment throughout
Mexico and the US, uniquely positions Thor Urbana Capital in the opportunistic and value-add
commercial real estate arena.
Velocis Fund is an actively managed alternative investment strategy providing investors unique
opportunities in the U.S. commercial real estate market. Our success is based on two key factors - solid
principles and unwavering focus. We have built our investment strategy on three core principles:
Opportunistic Deployment of Capital, Building a Recession-Resistant Portfolio and preservation
of capital.
Vertex Real Estate Investors (VERTEX) is a Mexico based private equity fund that invests in Mexican real
estate. Its partners have 84 years of combined experience and more than 100 real estate transactions
that exceed USD $6.8bn which include deals in Hotels, Retail, Office, Industrial and Residential. In 2011,
Vertex raised a CKD (Mexican PE Fund) of ~USD$130mm of equity, of which 98% is already committed.
Its main investors are some of the largest Mexican Pension Funds.
Jerry Gates, Head of Global Real Estate, Hamilton Lane (U.S.)
Jerry is a Managing Director at Hamilton Lane where he is responsible for leading the firm’s
global real estate practice. Prior to joining Hamilton Lane, Jerry served as Managing Director
and Head of Global Real Estate Investments in the Alternative Investments organization of
Morgan Stanley Smith Barney and as the Managing Director and Head of Global Real Estate
Investments for Citigroup in Global Wealth Management. Jerry began his career at Citicorp
where he held a variety of positions in investment banking, investment management and
corporate finance. Jerry serves as a board member for a number of real estate companies
and funds. Jerry received an M.B.A. from the University of Michigan and a B.S. in Chemistry
from Baldwin Wallace College. He is a Certified Financial Planner.
SPECIAL PRESENTATION BY:
Guillermo Zúñiga Martínez, Commissioner, Energy Regulatory Commission (Mexico)
Mr. Zúñiga Martínez was appointed by President Enrique Peña Nieto and ratified by the Senate
as CRE Commissioner for a term ending at the end of 2017. He is a professional in Law and
Energy Regulation with more than 13 years of experience in the public sector. He has worked
as a lawyer at the Financed Investment Projects Management at CFE, Deputy Director of
Regulated Sectors of the Federal Economy Competition Commission (CFC) and legal counsel of
New Business Models for PEMEX Exploration and Production. He also worked as Legal Director
of Oil Operations at SENER. Between 2012 and 2013, he served as Deputy General Manager of
Regulatory Analysis of CFC.
SPEAKERS
Dhvani Shah, Chief Investment Officer, Illinois Municipal Retirement Fund (U.S.)
Ms. Shah is the Chief Investment Officer for the Illinois Municipal Retirement Fund (IMRF). Prior to joining IMRF, she was the
Managing Director of Private Equity, an Executive Staff position, for the New York State Teachers’ Retirement System. Ms.
Shah was a member of the Internal Investment Committee at NYSTRS that considers and votes on investment actions submitted by Public Equity, Private Equity, Fixed Income and Real Estate department and considers key issues in the asset allocation for the $86 billion Retirement Plan. She also spent seven years in the Chicago office of Bank of America, serving as Vice
President of the bank’s Strategic Investment Group and five years at Northwestern University’s Investment Office.
Margaret Waters, Principal and Director of Real Estate Private Equity, Bessemer Trust (U.S.)
Margaret Waters is a senior member of Bessemer’s Alternative Investments Group where she is responsible for the Firm’s real
estate investment program. Prior to joining Bessemer in 2007, Ms. Waters spent 27 years with TIAA-CREF, where she worked
in a variety of roles within the Fixed Income area, including Commercial Mortgage Debt and CMBS. Ms. Waters most recently
worked as a Director in the Global Real Estate Group, where she was responsible for investment in international real estate
funds, as well as oversight and reporting for the real estate fund portfolio. Ms. Waters received a B.B.A. from Bernard M.
Baruch College (CUNY), where she majored in Finance.
Sachi Nakayama, Investment Officer, International Finance Corporation (Mexico)
Sachi Nakayama is an Investment Officer at International Finance Corporation ("IFC"), the private sector arm of World Bank.
She is responsible for deal origination and execution in the Retail and Property sector in Mexico. Prior to IFC, Sachi was at
Equity Capital Markets in JPMorgan Securities, Bank of Tokyo Mitsubishi and Fuji Bank in Tokyo and New York.
SPEAKERS
Robert Lang, Managing Director, Cambridge Associates (U.S.)
He is responsible for performing due diligence on managers in the hard asset universe, including real estate, mining, energy,
commodities, and infrastructure. Prior to becoming a research consultant in 2005, he was a member of the firm’s general
research team. Prior to joining Cambridge Associates, Bob worked as a journalist in Phnom Penh, Cambodia. Previously, he
worked at Moody’s Investors Service in New York, the U.S. State Department in China, the Lippo Bank in Indonesia, and the
Philadelphia Stock Exchange.
Marc Rivitz, Consultant—Latin American Funds Specialist, Courtland Partners (U.S.)
Mr. Rivitz has over 10 years of real estate investment and development experience. He began his real estate career at
Spaulding & Slye Colliers (now Jones Lang LaSalle), where he valued office buildings and development projects with respect to
property sales. He also worked with Tishman Speyer Properties in São Paulo, Brazil, where he developed a business plan
analyzing Tishman’s entry strategy into the Brazilian residential development market.
Jorge Martinez, Head of Real Estate Investments, Monterrey NY Life Insurance (Mexico)
Jorge Martínez Chávez is a native of Queretaro and has lived in Monterrey and Mexico City in the last 12 years. Since 2006,
Jorge has been part of the investment management team for Seguros Moterrey New York Life and since 2010 he is the head
of Real Estate Investments for the company in charged of the debt financing platform and more recently equity investments.
Jorge worked in the past for GE in Monterrey and Kansas City Southern in Texas. Jorge received his Bachelor of Financial
Management at the Tec de Monterrey and a Masters in Business Administration at Texas A&M in Texas.
Alejandro Rodriguez, Director, Pinebridge (Mexico)
Mr. Rodriguez joined the firm in 2008 and is responsible for sourcing, performing due diligence, analyzing and monitoring
private equity fund investments primarily in the U.S. and Latin America. Prior to joining the firm, Mr. Rodriguez interned with
Citi's Latin America Strategic Planning Group, and at Aleutian Capital Partners in New York, performing due diligence and
analysis of middle-market private equity investment opportunities. Prior to earning his MBA, Mr. Rodriguez led third-party
fund raising efforts for Seguros Banamex (Citi's insurance subsidiary in Mexico).
Jose Arturo Andrade, Manager of Operations and Investments, Pensionissste (Mexico)
Mr. Andrade has 22 years of experience in the financial sector as chief investment manager for Structured and derivatives at
Pensionissste. Previously, he served as Deputy Director for derivatives for MetLife Afore and Insurance, and Deputy Director
for Derivatives at Base Casa de Bolsa and as Deputy Director of Treasury at Comerica Bank. Previously Mr. Andrade was in the
areas of Money Market Trading and Exchange and business development at various Financial Institutions.
Jorge Lopez, Director of Administration and Treasury, FIBRA Shop (Mexico)
Jorge López de Cárdenas graduated from Public Accountancy and Master in Finance at the Autonomous Technological
Institute of Mexico (ITAM). Between 1997 and 2008, he held various positions at the National Banking and Securities
Commission (CNBV), finalizing his career as regulator being the Head of Mutual Funds and Asset Management division. From
2009 to 2013, he served as the Chief Financial and Credit Officer at the National Institute Fund for Workers Consumption
(FONACOT). He is currently the Director of Administration and Treasury at FibraShop.
Eduardo Parra, CIO, Afore Azteca (Mexico)
Eduardo Parra is currently the CIO of Afore Azteca, he is the responsible of the investment strategy and portfolio
management. Eduardo has more than 20 years experience in the financial markets. He worked as Director of treasuries in
different banks being the responsible of the trading book and risk management. Beside all the experience in Asset and Risk
Management, Eduardo had taught courses to important institutions about derivatives, fixed income, risk management, Real
Estate and equities in many countries He`s a graduate of Accounting and has a Master in Finance by the ITESM.
Alejandro Ángel Reyes Sánchez, Chief Financial and Investment Officer, Seguros Argos (Mexico)
With more than 20 years of experience in the financial sector, Alejandro graduated as Public Accountant, holds a MBA from
Universidad Anahuac and has attended Top Management Program D-1 and a Continuity Course at IPADE Business School.
Besides his experience as Comptroller and his responsibilities in areas such as General Accounting, Treasury, Accounts
Payable and Receivable, Budgets, Physical Inventory and External Audit Service, he is responsible for planning, strategizing,
executing and managing the investments of Seguros Argos (including Insurance and Pension). Prior joining Seguros Argos in
2010, Alejandro spent 17 years working for AIG Companies in Latin American Division.
Saul Meneses, Real Estate Development Manager, Arcos Dorados (Mexico)
Saúl Meneses Jiral joined Arcos Dorados, the largest McDonald’s franchise of the world, in 2008 based in Monterrey, Nuevo
León. Nowadays he is responsible for the Vision Planning Development that includes new business, openings, closings,
reinvestment, projects development, market and site selection planning. He has collaborated on important projects like
Balanced Scorecard implementation, Profitable Market Optimization based on a technological platform and Impact Studies.
Saúl has been awarded as Outstanding Real Estate Person 2013 and being part of Circle of Excellence 2012. Prior to Arcos
Dorados, Saúl was at AIG (American International Group) financial division in charge of Expansion Team.
SPEAKERS
Juan Verón, CIO, Afore Principal (Mexico)
Juan Manuel Verón has over 20 years of experience in the investment industry gained in various senior positions within
institutions such as Banca Nazionale del Lavoro, HSBC and Santander Investment Group, where his last position was
Regional Director for Latin America Investments. Mr. Veron has a degree in economics, an international certification CFA,
and a postgraduate specialization in Capital Markets and Business Administration from the University of Buenos Aires.
Santiago Huerta, Head of Alternative Investments, Banamex - Citigroup Wealth Management (Mexico)
Santiago joined Banamex-Citi in February 2010 and since then has served in different positions in the Wealth Management
investments team, he is currently the Head of Alternative Investments as well as the Head of the Investment Lab. Previously
he worked at NAFTA Fund, a private equity fund focused on investing in companies with strong potential to grow in the
North American Free Trade Agreement environment. He started his professional career in the financial division of WalMart
Global Procurement.
Nelly Campos, Global Real Estate Portfolio Manager, Grupo BIMBO (Mexico)
Nelly Campos is responsible for the Strategic Planning, Asset Management and Administration of all the company
properties in twenty countries - 2.5K properties – 53.8 million square feet. Prior to this she worked for Jones Lang LaSalle
being the Senior Property Manager for the Industrial Portfolio Management (IPM) services in Mexico. She worked in London
as an International Asset Manager and was responsible for the Management, Administration and Maintenance of the Senior
and Equity loans of projects for Lehman Brothers all across Europe. For more than 8 years her role was being the
International Real Estate Asset and Property Manager at Alcatel- Lucent t.
Jose Juan Casarrubias, Chief Risk Officer, Afore XXI Banorte (Mexico)
José Juan Casarrubias is the Risk Manager at Afore XXI Banorte, a pension fund company. His role includes the assessment
and management of the financial, market, credit/counterparty, liquidity and operational risks of Afore XXI Banorte and its
funds. Mr. Casarrubias was appointed to this position in April 2009. Prior to this, Mr. Casarrubias was the Chief of the Strategic Planning Unit at Afore XXI, where he was in charge of the development of the company business plans, among other
activities, and acts as the personal advisor of the CEO. Mr. Casarrubias joined Afore XXI in September 2002.
Humberto Garcia, Chief Investment Strategist—Private Banking, BBVA Bancomer (Mexico)
Humberto Garcia is Currently Chief Investment Strategist for Private Banking at BBVA Bancomer. Prior to joining BBVA
Bancomer Private Bank, Mr. Garcia held various positions at BBVA: Latam Executive Director Asset Management Product
Development, Executive Director Product Development in Asset Management, Chief Strategist at BBVA Bancomer
Brokerage. Before Joining BBVA, he also worked as a Equity Portfolio Manager at Citibank Asset Management, Equity
Analyst at Invex Brokerage, Equity Analyst at Valburmex Brokerage.
Ivan Estrada, Head of Private Banking, Santander (Mexico)
Mr. Ivan Estrada has been working at Banco Santander (México) since August 2012 and serves as Private Banking BO
Manager. He got a Master in Operation Management and Finance. He had been working at HSBC Group (Mexico and
Latin-American) for 5 years as Manager in Corporate Banking. He is certificated in credit analysis by Moody’s and HSBC
Business School, he also is certificated by AMIB as Financial Advisor and MexDer.
Jean Louis Guisset, Head of Private Banking, Invex (Mexico)
Jean Louis Guisset heads the Private Bank division of INVEX Grupo Financiero. Additionally Jean-Louis serves as Board
Member of Banco INVEX S.A. as well as INVEX Operadora S.A. de C.V, among others. Before joining INVEX, Jean-Louis was
head of Strategy and Marketing for Banamex Banca Privada and Banca Patrimonial in Mexico. He joined Citigroup in 1993
based in Belgium, then moved to Luxembourg as head of the International Personal Bank. In 2003, Jean-Louis moved to
London serving as Director, part of the Corporate M&A team before heading of International Personal Bank for EMEA.
Alfonso Carrillo, Managing Director, Family Office Mexico (Mexico)
Alfonso Carrillo MP Family Office Mexico SC associated with Cluster Family Office Barcelona (2011). He has 33 years of
experience in M & A, investment project evaluation, business valuation, corporate finance, and private banking. He was a
member Centre for Excellence in Corporate Governance (Deloitte-Universidad Anahuac del Sur), Mexican Institute of
Finance Executives (IMEF), and Chairman of the Board Guadalajara in 2003. He also has experience at Director Bital the
West Zone (HSBC) Bancrecer-Banorte, Banco Invex Nacional Financiera, Ficen Financial, Mega Leasing, Brokerage Cremi SA,
and Prime Brokerage SA.
Guillermo Bravo, Head of M&A, FIBRA Hotel (Mexico)
Mr. Bravo is the Head of M&A and Corporate Development. Guillermo holds a BS in Industrial Engineering from Universidad
Iberoamericana and a MBA from the University of Chicago Booth. He has worked as a credit analyst and executive of
investor relations at Scotiabank Inverlat. He also worked at JP Morgan as an investment banker in Diversified Industrial
groups and M & A in Latin America.
SPEAKERS
Alejandro Lopez, Portfolio Manager—Real Estate Investments, AXA Insurance (Mexico)
Mr. Lopez was responsible for various financial areas in Mexico Treasurer General in Mexico of a Japanese technology company, where he implemented processes associated with risk management and subsequently established by the group in
various subsidiaries in North America and Asia. In 2005 he began his career in Real Estate as responsible for negotiating and
managing real estate in Mexico for a Dutch group of Insurance and Finance. Upon arrival of AXA to Mexico in 2008, is responsible for designing the property master plan 2008-2015, the development of strategies for the expansion of the portfolio value and the acquisition of new investments.
Fernando Pérez, Real Estate Manager, Nike (Mexico)
Fernando Pérez Arias is the Real Estate Manager for Nike Mexico, in charge of the Company’s store growth and fleet management. For 10 years He’s worked for Major International Companies such as Wal-Mart and Best Buy, as well as Mexican
Companies such as Chedraui. He’s been involved in the formulating of the Growth strategies, Market Analysis, location of
sites, follow through and due diligence processes; that’s ultimately resulted in the opening of new business units in different locations around the Country.
Gilberto Ramirez de Arellano, Real Estate , The Home Depot (Mexico)
Gilberto Ramirez de Arellano Anzástiga is Real Estate Manager for The Home Depot México. (since 4 Years) He is coresponsible for developing the company´s investment strategy. Gilberto has more than 11 years of experience in the Real
Estate Industry. As Real Estate Manage for the Home Depot, he involves directly in the formulating of the growth strategies,
market analysis, location of sites, follow through and due diligence processes to complementing the strategy of having a
store in every state of the country. He has a Bachelor Degree in Architecture by Universidad La Salle
Javier Llaca, Chief Operating Officer, Fibra MTY (Mexico)
Mr. Llaca is the Co-Founder and Chief Operations Officer of Fibra MTY, a diversified industrial, office and retail real estate
investment trust based in Monterrey, Mexico. With more than 20 years of experience in the commercial real estate industry, he was an Executive Vice President and a member of the Board of Directors of Jones Lang LaSalle Mexico. Prior to that,
he served as Managing Director for CBRE in Monterrey. Mr. Llaca holds a BSc in Engineering from Tec de Monterrey.
Jorge Gamboa, Director of Development, FIBRA Danhos (Mexico)
Jorge Gamboa de Buen, has served as Managing Director of DANHOS Group, real estate developed, during the last 14 years.
Grupo DANHOS has developed widely known projects in México City as Reforma 222, Parque DELTA and Parque DURAZNOS. Currently is building EL TOREO and Torre VIRREYES in Lomas de Chapultepec. Jorge Gamboa was Secretary of Urban Development in Government of the Distrito Federal and Managing Director of the housing reconstruction program
after the 1985 earthquake. He is author of several books and articles related urban development and has taught at the
Iberoamerican University and National Autonomous University of Mexico. He studied Architecture at the Iberoamerican
University and has a Masters in Urban Planning from the Oxford Polytechnic, England.
Eduardo Torres, Deputy Director of Analysis, National Commission of Housing (Mexico)
Eduardo Torres is Deputy Director of Mexico’s National Housing Commission (Conavi), the federal agency, within the Ministry of Urban Development (Sedatu), in charge of designing and coordinating housing policy. Among his responsibilities are
to identify the short and medium term housing needs and to design programs according to them, focusing specially on
homebuilding and financing alternatives for low income population, as well as land policies. He is also in charge of providing the housing sector (homebuilders, homebuyers, investors, and authorities, among others) with updated information on
the housing sector’s trends. Finally, Mr. Torres is responsible for the design of Conavi’s sustainability agenda.
8:00
Registration and welcome coffee
8:45
Hosts’ Welcome
Andres Ortiz, Real Estate Group, Latin Markets (U.S.)
8:50
Chairman’s Opening Remarks
Fernando Miguel Dos Reis Duarte, Real Estate Insurance Manager, Zurich (Mexico)
9:00
Global Investor Interview
A Comprehensive Perspective on the International Real Estate Industry and other Private Markets
Jerry Gates, Head of Global Real Estate, Hamilton Lane (U.S.)
Interviewed by:
Onay Payne, Director, Clarion Partners (U.S.)
9:30
Keynote Panel: Global Real Estate Fund Managers – An Executive Panel
Real Estate fund managers discuss how to identify opportunities for value creation across multiple sectors and demographics globally.
Moderator:
Manuel Rajunov, Partner, DLA Piper (Mexico)
Panelists:
Adrian Aguilera, Managing Director, Vertex Real Estate Investors (Mexico)
Sandor Valner, CEO - Latin America, Walton Street Capital (Mexico)
Jim Yoder, Principal, Velocis (US)
Marin Maydon, Managing Director, La Salle Investment Management (Mexico)
Jaime Fasja, Managing Partner, Thor Urbana Capital (Mexico)
10:30
Panel Session: Global Institutional Real Estate Allocations and Manager Selection
Global LPs discuss the criteria they use to perform due diligence on managers and the challenges that GPs
may face in attracting international capital in the medium to long term.
Moderator:
Onay Payne, Director, Clarion Partners (U.S.)
Panelists:
Dhvani Shah, Chief Investment Officer, Illinois Municipal Retirement Fund (U.S.)
Sachi Nakayama, Investment Officer, International Finance Corporation (Mexico)
Margaret Waters, Principal and Director of Real Estate Private Equity, Bessemer Trust (U.S.)
Bob Lang, Managing director, Cambridge Associates (U.S.)
Marc Rivitz, Consultant—Latin American Funds Specialist, Courtland Partners (US)
11:30
Morning Networking Break
12:00
Panel Session: Private Wealth Allocations to Real Estate
The emergence of burgeoning economies within Latin America has created a pool of sophisticated capital
that is seeking the opportunities that a local partnership would provide. How can this private wealth be put to use
to create value that was previously inaccessible to large institutional investors?
Moderator:
Adrian Aguilera, Managing Director, Vertex Real Estate Investors (Mexico)
Panelists:
Alfonso Carrillo, Managing Director, Family Office Mexico (Mexico)
Humberto Garcia, Chief Investment Strategist—Private Banking, BBVA Bancomer (Mexico)
Santiago Huerta, Head of Alternative Investments, Banamex - Citigroup Wealth Management (Mexico)
Jean Louis Guisset, Head of Private Banking, Invex (Mexico)
12:45
Presentation: Zurich - Your Global Real Estate Insurance Specialist
Presented by:
Fernando Miguel Dos Reis Duarte, Real Estate Insurance Manager, Zurich (Mexico)
1:00
Sector Spotlight: Retail Properties
Global companies and other organizations will discuss the opportunities that exist in developing their portfolios on Shopping malls
and retail space throughout Mexico.
Moderator:
Maria-Teresa Pailles, Partner, Romo Paillés (Mexico)
Panelists:
Fernando Salgado, Real Estate Corporate Director, DHL (Mexico)
Moises Isón, Partner, Central de Arquitectura & Urban Center (Mexico)
Jorge Lopez, Director of Administration and Treasury, FIBRA Shop (Mexico)
Jose Del Blanco, Real Estate Senior Manager, Walmart (Mexico)
1:45
Networking Luncheon - Sponsored by:
2:45
Roundtable: Fund Formation and Transaction Structuring for Mexican Real Estate Vehicles
The legal counsel for the Real Estate Mexico Forum will discuss how local and international funds can navigate Mexico’s
constantly evolving transaction structuring and fund formation framework.
Panelists:
Jose Larroque, Partner, Baker & McKenzie (US)
Benjamin Rosen, Managing Partner, Rosen Law (Mexico)
Manuel Rajunov, Partner, DLA Piper (Mexico)
Maria-Teresa Pailles, Partner, Romo Paillés (Mexico)
3:30
Afternoon Networking Break
4:15
Panel Session: Financing Options for Mexico’s Developers, Homebuilders, and Buyers
The best financing solutions across Mexico in commercial and residential properties.
Moderator:
Fernando Miguel Dos Reis Duarte, Real Estate Insurance Manager, Zurich (Mexico)
Panelists:
Vicente Mendoza, Chief Financial Officer, Infonavit (Mexico)
Adrian G. de la Garza, Director of Macro-Financial Analysis, Central Bank of Mexico (Mexico)
5:00
Sector Spotlight: Investing in Office and Industrial Properties Throughout Mexico
What are the characteristics that make commercial properties still attractive for managers and developers?
Does Mexico City lead the charge or are there other markets becoming more attractive?
Moderator:
Javier Cortina, Partner, Mijares Angoitia Cortes & Fuentes (Mexico)
Panelists:
Javier Llaca, Chief Operations Officer, FIBRA Monterrey (Mexico)
Elias Mizrahi, Investor Development, FIBRA Danhos (Mexico)
Jose Mejía, Director of Real Estate - Americas, Nielsen (Mexico)
Jesús Puy, Vice President & Country Manager México, Hill International (Mexico)
5:45
Cocktail Reception - Sponsored by:
6:30
End of Day One
8:00
Registration and welcome coffee
8:45
Hosts’ Welcome
Andres Ortiz, Real Estate Group, Latin Markets (U.S.)
8:50
Chairman’s Opening Remarks
Fernando Miguel Dos Reis Duarte, Real Estate Insurance Manager, Zurich (Mexico)
9:00
Panel Session: Mexican Investor Perspective—Afores
Mexican institutional investors provide the majority of capital backing for funds investing across Mexico. How are their
allocations expected to change the real estate landscape across multiple vehicle structure types over the coming year?
Moderator:
Gerardo Ruiz, Managing director, Advance Real Estate (Mexico)
Panelists:
Eduardo Parra, Chief Investment Officer, Afore Azteca (Mexico)
Juan Verón, Chief Investment Officer, Afore Principal (Mexico)
Arturo Hanono, Chief Investment Officer, Afore Metlife (Mexico)
Jose Arturo Andrade, Manager of Operations and Investments, Afore Pensionissste (Mexico)
Juan Carlos Calderon, Chief Risk Officer, Afore Invercap (Mexico)
Jose Juan Casarrubias, Chief Risk Officer, Afore XXI Banorte (Mexico)
9:45
Panel Session: Mexican Investor Perspective—Insurance Companies
Investment managers representing the most important insurance companies discuss the importance of real estate
and other alternatives in their portfolios.
Moderator:
Marin Maydon, Managing Director, La Salle Investment Management (Mexico)
Panelists:
Jorge Martinez Chávez, Head of Real Estate Investments, Monterrey NY Life Insurance (Mexico)
Alejandro Reyes, Chief Financial Officer, Argos Insurance (Mexico)
Alejandro Lopez, Portfolio Manager—Real Estate Investments, AXA Insurance (Mexico)
Jaime Alvarez, Head of Investments—LatAm, Old Mutual (Mexico)
Miguel Angel Moreno, Real Estate Portfolio Manager, Mapfre (Mexico)
10:30
Morning Networking Break
11:00
Understanding Energy Reform: Implications and Opportunities for Mexico's Real Estate Market
Guillermo Zúñiga Martínez, Commissioner, Energy Regulatory Commission (Mexico)
11:30
Panel Session: Mexican Investment approach for Consultants and Multi-managers
Local advisors and multi-managers will discuss the Mexican market and the investment possibilities for their clients.
Moderator:
Hector Rodriguez, Senior Manager, Asensa Capital (Mexico)
Panelists:
Alejandro Rodriguez, Director, Pinebridge (Mexico)
Carlos Vazquez, Senior Investment Consultant, Mercer (Mexico)
Alejandro Duran, Head of Investments, Towers Watson (Mexico)
Jorge Perez, Chief Executive Officer, Arkos Consulting (Mexico)
12:15
Sector spotlight: Hospitality
The most important hospitality groups discuss the present and future of hospitality properties.
Moderator:
Benjamin Rosen, Managing Partner, Rosen Law (Mexico)
Panelists:
Guillermo Bravo, Head of M&A , FIBRA Hotel (Mexico)
Hector Novoa, Director of Commerce, Fonatur (Mexico)
Carlos Adams, Franchise Director, Hoteles City (Mexico)
Gerardo Corona, Director of Financing, Bancomext (Mexico)
1:00
Networking Luncheon - Sponsored by:
2:00
Sector Spotlight: Investing in Residential Properties
With a growing middle class, the need for residential properties is ever growing. Fund managers and developers
will discuss the best investment practices for residential real estate.
Moderator:
Fernando Miguel Dos Reis Duarte, Real Estate Insurance Manager, Zurich (Mexico)
Panelists:
Eduardo Torres, Deputy Director of Analysis, National Commission of Housing (Mexico)
Santiago Vazquez, Principal, Lares Desarrollos (Mexico)
Alejandro Vallarino, Director of Real Estate Development, ICA (Mexico)
2:45
Panel Session: Real Estate for Multinational Corporations
The biggest multinationals in Mexico examine how their companies develop their real estate portfolios.
Moderator:
Juan Garcia-Garza, Partner, Baker & McKenzie (Mexico)
Panelists:
Jose Del Blanco, Real Estate Senior Manager, Walmart (Mexico)
Nelly Campos, Global Real Estate Portfolio Manager, Grupo BIMBO (Mexico)
Saul Meneses, Real Estate Development Manager, Arcos Dorados (Mexico)
Fernando Pérez, Real Estate Manager, Nike (Mexico)
Gilberto Ramirez, Real Estate Manager, Home Depot (Mexico)
3:30
Conference Concludes