ILPA-Cimarron Investor Delegation to Latin America 2015

MEXICO – MEETING AGENDA

THURSDAY FEBRUARY 5

Macro Environment

2:00	Lunch Welcome and Overview of Why Invest in the Mexican Private Equity Industry Felipe Vilá, Managing Director, Mexican Fondo de Fondos
3:00	Mexico’s Macroeconomic Outlook Alberto Torres, Director for Economic Research, Central Bank of Mexico
3:45	Focus on Mexico's Energy Sector and Implications for Investment Opportunities Pedro Aspe, Former Secretary of Finance and currently Managing Director at Evercore
4:30	Break

Focus on Local Private Equity Industry

5:00	Data and Trends in the Mexican Private Equity and Venture Capital Industry Antonio Ruiz Galindo, Managing Director, IGS and President, Mexican Venture Capital and Private Equity Association (AMEXCAP)
5:30	Legal considerations for private equity investing in Mexico Discussion of legal framework, tax issues, and other issues for investing in Mexican funds
6:00 6:45	Fund Manager Panel 1: Investment Opportunities and Deal-Making in Mexico Mauricio Cortés, Director, Acon Investments Dennis Ever, Managing Partner, Catteron Partners Joaquin Avila, Senior Managing Director, EMX Capital Alonso Diaz, Managing Director, Gerbera Capital James Martin, Managing Partner, Central America Mezzanine Infrastructure Fund Fund Manager Panel 2: Making Money in Mexican Investments César Pérez Barnés, Managing Director, Southern Cross Cipriano Santisteban, Linzor Capital Partners Luis Harvey, Senior Manging Director, Nexxus Capital Alexander Rossi, Managing Partner, Latin Idea Mark Ramsey, President Macquarie Mexico Infrastructure Fund
7:30	Dinner with Local Fund Managers

FRIDAY FEBRUARY 6

Private Meetings with Individual Fund Managers

8:00 - 11:00

Individual Meetings with Local Fund Managers Organized by the Delegation Hosts

Investor Roundtable

11:30 - 2:00	Lunch and LP-Only Roundtable Discussion on Specific Aspects of Private Equity Investing

Other Country Agendas

Colombia

Brazil

Program Overview