IJMexico 2019

8:00AM Registration and morning refreshments

Networking art exhibition space opens. This will run throughout the day.

9:00AM Chairperson’s opening remarks

Our Chairperson will share a few words to introduce the day

9:10AM Market Analysis

To open the conference, IJGlobal will provide a detailed analysis of the Mexican energy and infrastructure finance market, based on IJGlobal’s exclusive data to frame and contextualize the following discussions.

9:20AM AMLO: proposed strategy & market effects

• Defining the challenges and opportunities presented from the new approaches of the new administration
• What can investors and developers expect the new investment strategies?
• Evaluation of the new administration’s energy budget in the context of previous energy reforms.
• What can be expected from the 2019 National Infrastructure Plan?
• PPPs: how will they continue, for which projects and in what shape?
• What will be the ongoing effect of public consultations?

10:00AM Regulatory revolution: Mexican energy authorities & state-run enterprises

• The path forward for PEMEX, and its future responsibilities
• Joint Ventures: how will state enterprises work with the private sector to ensure the completion of projects?
• Challenges facing the CNH and changes to its role
• CRE, its resourcing, and impacts on the industry
•  The new shape of Mexican Energy Regulation

10:40AM Networking Refreshments Break & Art Gallery

11:10AM Replacing the Mexican power auctions - what's next?

• Reforming the power auctions: aims, strategy, and a view to the future
• Benefits and drawbacks of previous auction structures
• How can/should SENER, CFE and CENACE coordinate to provide power?
• Evaluation of the repercussions from cancelling the 4th renewables auction
• Analysis of the “restricted auction” for Mexico’s new refinery

11:50AM Key project roundtables

Senior thought-leaders in Mexico debate and discuss the key topics affecting the market with topics tailored to the specific concerns of those in the room. Please choose a roundtable from the following:

1. Hydropower: With energy announcements being made from dams, and emphasis in the budget, is updating hydro the future of clean Mexican energy? How do the investment opportunities compare?

Alejandro Blasco Ruiz, Head of Investor Relations,Banobras

2. Natural Gas as a transition fuel

Alejandro Violante, Founder & Director, NATGAS

3. Roads, as part of a long term infrastructure plan

Agathe Vigne, Head of Business Development LATAM,Egis Projects S.A

4. Opportunities and challenges in the Peninsula de Yucatan, for gas and electricity generation

Jose Luis Lopez Zamudio, Midstream Asset Manager, EXI CKD

5. Distributed Generation and Exempt Generators

Carlos Lerma, Former Director of Energy Investments,
Bancomext

12:40PM Building a robust power market beyond PPPs: The merchant market and PPAs

• Unlocking deal flow and rates of return in merchant opportunities, including differences between transport and energy
• Tariffs: Addressing the range between players, location and the volatility driven by changes in regulation and unstable CFE tariffs.
• How can the risk appetite of commercial banks be aligned with merchant development opportunities and the requirements of a young market?
• The role of development banks in underwriting new merchant projects
• Making PPAs bankable
• Legacy projects and the outlook for the secondary market

1:30PM La Comida - Networking Lunch & Art Gallery

2:50PM The role of investors in the Mexican Market, their outlook, and encouraging investment.

• What is holding pension funds and institutional investors back from getting involved in more projects?
• Understanding the need for additional players in the Mexican infrastructure and energy market and assessing where they can add the most value
• How are pension funds and institutional investors developing their in-house capabilities, so as to better analyse their potential participation in deals?

3:50PM Financing future transmission lines

• How will Mexico fulfil transmission & distribution needs post auction cancellations?
• How much investment is needed in transmission and distribution infrastructure to sufficiently upgrade the network?
• What model should that investment follow?
• Which players will lead Mexico’s transmission development going forward?

4:20PM Networking refreshments break & Art Gallery

4:45PM Reviewing, retaining and building confidence in times of uncertain opportunity: an international perspective

• Six months in, how has the international perspective of Mexican Energy and Infrastructure Finance under AMLO’s presidency changed?
• What kind of support would developers like to see the finance sector move towards to assist the conditions for long term project finance for renewables?
• To what extent is Mexico seen as an exciting growth prospect now, particularly compared to the rest of Latin America?
• Exploring how local and international players can collaborate to unlock Mexico’s full energy and infrastructure potential
• What are the greatest challenges facing international players looking to enter the Mexican market and how can these be overcome?

5:30PM Chairperson’s closing remarks

5:40PM Networking cocktail and jazz reception

• With live background Jazz music from Mexican band, Satiros