Mexico Assembly

 April 1 – 2 2020

HYATT REGENCY, MEXICO CITY

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Mexico Assembly 2020 Full Agenda

The most senior energy club in Mexico: Investing in E&P, Midstream, Power & Renewables will be discussing the following key topics in 2020

New Administrations’ priorities and what it means for private investors
Onshore and Offshore Project development – where are top business opportunities
Renewables and Power investment – expectations vs reality
Who are the new midstream players in the region?
Refining Investment and progress so far

Day 1, April 1st 2020

08:20-9:15 am Morning Coffee and Registration

09:15 Welcome Remarks: Alexandra Ashikhmina, MD, Americas, Energy Council

09:20-10:20 am THE CURRENT GOVERNMENT’S ENERGY PRIORITIES: WHAT IS THE DEVELOPMENT PATH FOR PEMEX and SENER?
The opening government panel will explore AMLO’s top priorities and how the new administration anticipates working with the private sector

  • What are the main 3 challenges SENER works on?
  • Break down on the plan to increase Mexico’s production
  • Collaboration and recent commitment of local suppliers & services
  • Strategies to bridge the gap of skills required: H&S, finance, compliance

10:20-11:00am DISRUPTIVE TECHNOLOGIES ACROSS ENERGY: IoT, AI, and AUTOMATION
This digital panel will bring together leading AI services and the operators adopting them to outline the vision of the energy industry in 10-15 years’ time

  • How have digital technologies transformed the industry so far?
  • What are the man roadblocks for wider adoption?
  • Which technologies and systems are the most popular and why?
  • How can AI help smaller players who don’t see the need for them?

11:00-11:30 am Networking break & Council Connect Meetings

11:30-12:15 pm WHERE ARE ONSHORE UPSTREAM OPPORTUNITIES NOW? 
Onshore opportunities in Mexico broken down by the operators who won blocks in Round 1 and 2

  • Project update on challenges and opportunities
  • Exploration results and activity update from the operators
  • Talent flow: what skills are missing from the market?
  • What changes can the regulators make to streamline the processes?

Confirmed Speaker:
Waren Levy, CEO, Jaguar E&P
Yann Kirsch, COO, Perseus Energy

12:15 – 12:45 pm: KEYNOTE PRESENTATION – UPDATES ON ZAMA

Confirmed Speaker:
Tim Duncan, President & CEO, Talos Energy

12:45-1:30 pm MOVING TOWARDS PRODUCTION
An update from the most successful operators in Mexico 

  • Most recent activity, drilling, production and operational updates in Mexico’s offshore
  • How do international operators view Mexico on a global scale?
  • How do operators navigate the Mexican market since the administration change? What further changes do they anticipate?
  • Market access: paths and choices of different players
  • What will the operators invest in next as they go into production?

Confirmed Speakers:
Carlos Morales Gil, Director General, PetroBal 
Emeliana Rice-Oxley, VP of Global Exploration, PETRONAS 
Pablo Tejera-Cuesta, General Manager: Upstream Development, Mexico, Shell 
Enrique Lusso, Director General – Mexico, Pan American Energy LLC

1:30-2:30 pm Lunch & Council Connect Meetings

 2:30-3:15 pm HOW DO YOU MANAGE REGULATORY AND SECURITY RISKS IN MEXICO?
Risks are hard to define and measure, and even harder to insure against. Regulatory risk is a concern for a lot of investors and operators in Mexico

  • What types of risks cause the most disruption in Mexico?
  • How are they currently managed and measured?
  • Which regulatory hurdles are considered the most challenging by the financiers?
  • What can the industry do to help each other?

Confirmed Speaker:
Carlos de Regules, Former Director General, ASEA
Vania Laban, VP – Corporate Affairs, ENGIE Mexico

3:15-3:45 pm Networking break & Council Connect Meetings

3:45-4:15pm: HOW TO GROW IN MEXICO – PARTNERSHIP & JV OPPORTUNITIES w/ PEMEX 
What are operators’ strategies in Mexico: M&A, farm-out, JV, waiting until further changes? This discussion will analyze opportunities for cooperation and why operators adopt one strategy or the other

  • Examples of successful partnerships in Mexico over the last 12 months
  • What does a typical partnership in Mexico’s energy sector look like?

 4:15-5:00 pm: UPSTREAM & MIDSTREAM FINANCING AND CAPITAL RAISING IN MEXICO – LOCAL, INTERNATIONAL & ALTERNATIVE METHODS
Infrastructure financing opportunities in Mexico are huge and complex, with plenty of local and international players competing in the market

  • Comparing energy capital raising environments now vs 12 months ago
  • Challenges and opportunities moving forward
  • What is the biggest regulatory hurdle today?

Confirmed Speaker:
Adi Blum, Managing Director, BlackRock
Antonio Borja Charles, Partner-Energy, Galicia Abogados

5:00pm-6:30pm Drinks Reception in La Presidencia and Private Dinners

Day 2, April 2nd 2020

9:30-10:30 am OPPORTUNITIES IN MEXICO´S POWER, RENEWABLES AND INFRASTRUCTURE MARKETS 
A strategic discussion matching the government’s plans for the renewables and electricity market with those of the industry

  • What changes within CFE affect the industry and how?
  • Who are the winners and losers of the current climate?
  • Investment criteria: is it changing?
  • Who will take advantage of the upcoming infrastructure needs?
  • What will the “new energy auctions” look like?

Confirmed speakers:
Manuel Rodriguez Arregui, Chief Executive Officer, Ainda Energia y Infraestructura
Carlos Isorna, Vice-President, Macquarie Infrastructure and Real Asset

10:30-11:30 am RECIPE FOR SUCCESS – PPAs in MEXICO 
Following auction cancellations by the CFE, PPAs emerged as a major opportunity for power developers and off takers

  • What types of PPAs are being signed in Mexico right now?
  • What challenges and opportunities do they present to the international market?
  • Is the regulatory climate expected to change in regards to PPAs in the next 12-24 months? How?

Confirmed speakers:
Paolo Romanacci, Area Manager – Mexico & Central America, Enel Green Power
Katya Somohano, Director, Energy, Deacero 
Enrique Giménez Sainz de la Maza, Director, Fisterra Energy

11:30-12:00 pm Networking break & Council Connect Meetings

12:00-12:55 pm STORAGE PROJECTS – GAS, FUELS, & RETAIL MARKETS 
The discussion will analyze the progress made since fuel prices liberalization in Mexico

  • 12 months in review: what were the fuel market’s expectations vs reality
  • How can the industry cooperate?
  • What storage projects are planned by the government and private players?
  • Review of the terminals and market access opportunities

 Confirmed speakers:

Moderator: Leonardo Osorio, Executive Director & Head – Natural Resources Project Finance for LatAm, Sumitomo Mitsui Banking Corporation
Tania Ortiz-Mena, CEO, IEnova Infraestructura Energetica 
Arturo Vivar, CEO, Monterra Energy 
Fernando Pereira, Director, Hidrocarburos del Sureste 
Jean Nicolas Lejeune, Director of Energy Commercialization, ENGIE

 12:55-1:45 pm INFRASTRUCTURE & LOGISTICS – HOW ARE TRADERS NAVIGATING THE CURRENT CLIMATE & DELIVERING VALUE TO END-USERS? 
Project update and appetite for infrastructure and logistics in Mexico

  • What is supply/demand forecast across Mexico over the next 5 years?
  • What products are being moved and where are the bottlenecks?
  • Major scenarios/hurdles/challenges affecting pipeline network
  • How do successful operators deal with the challenges?
  • Pipeline projects in review
  • Expansion plans by the market

Confirmed Speakers:
Robert Jones, President, TC Energy Mexico 
Fernando Tovar, CEO, ENGIE Mexico

1:45-3:00 pm Lunch & Council Connect Meetings

 3:00-4:00 pm: CRITERIA FOR PRIVATE EQUITY & DEBT FINANCING FOR POWER & CLEAN ENERGY 

  • How does the global shift to investing locally and sustainably affect Mexico?
  • What new types of financing are becoming popular?
  • What are investors’ main concerns in 2020?

Confirmed speakers:
Javier Areitio, Director Energy, Actis LLP
Jorge Centeno, Investment Executive, Infrastructure, InfraRed Capital Partners Mexico  

4:00pm End of Mexico Assembly and Private Dinners

2020 Speakers

Adamelia Burgueño Mercado

Adamelia Burgueño Mercado

Head of the National Hydrocarbons Information Center, CNH

Adi Blum

Adi Blum

Managing Director Blackrock

Alex Fabrega

Alex Fabrega

Director – Investments CKD Infraestructura México

Antonio Borja Charles

Antonio Borja Charles

Partner – Energy Galicia Abogados

Arturo Vivar

Arturo Vivar

CEO, Monterra Energy LLC

Cajeme Villarreal

Cajeme Villarreal

Head of the Non-Tax and Hydrocarbon Revenue Policy Unit SHCP

Carlos de Regules

Carlos de Regules

Former Director General, ASEA

Carlos Isorna

Carlos Isorna

Vice-President, Macquarie Infrastructure and Real Asset

Carlos Morales Gil

Carlos Morales Gil

CEO, PetroBal

Carmine De Lorenzo

Carmine De Lorenzo

Managing Director, eni Mexico

Enrique Gimenez Sainz de la Maza

Enrique Gimenez Sainz de la Maza

Director, Fisterra Energy Mexico

Enrique Lusso

Enrique Lusso

Director General – Mexico, Pan American Energy LLC

Fernando Pereira

Fernando Pereira

Director, Hidrocarburos del Sureste

Fernando Román

Fernando Román

Cybersecurity & Privacy Services Partner PWC

Fernando Tovar

Fernando Tovar

CEO, ENGIE Mexico

Gabriel Bustamente

Gabriel Bustamente

Partner VA Legal

George Osorio

George Osorio

Co-Founder & Managing Partner Conduit Capital Partners LLC

Ing. José Luis González

Ing. José Luis González

Head of the Supervision, Inspection and Surveillance, ASEA

Jaime Perez de Laborda

Jaime Perez de Laborda

Managing Director, Balam Fund

Javier Areitio

Javier Areitio

Director Energy, Actis LLP

Jean Nicolas Lejeune

Jean Nicolas Lejeune

Director of Energy Commercialization, ENGIE

Jeff Pavlovic

Jeff Pavlovic

Power Market Expert, Bravos Energia

Jorge Centeno

Jorge Centeno

Investment Executive - Infrastructure, InfraRed Capital Partners Mexico

José Pablo Rinkenbach

José Pablo Rinkenbach

Partner, Ainda Energia y Infraestructura

Katya Somohano

Katya Somohano

Director, Energy Deacero

Leonardo Osorio

Leonardo Osorio

Executive Director & Head - Natural Resources Project Finance for LatAm Sumitomo Mitsui Banking Corporation

Lic. Julio Camelo Vernis

Lic. Julio Camelo Vernis

Head of the Normativity Unit, ASEA

Luis Villalobos

Luis Villalobos

Chief New Businesses Officer, EXI Energy and Infrastructure Fund

Manuel Rodriguez Arregui

Manuel Rodriguez Arregui

Chief Executive Officer, Ainda Energia y Infraestructura

Miguel Angel Alonso Rubio

Miguel Angel Alonso Rubio

Managing Director, Acciona Energia

Miguel Peleteiro

Miguel Peleteiro

Head of Oil & Gas, Americas Duff & Phelps

Pablo Tejera Cuesta

Pablo Tejera Cuesta

General Manager - Upstream Development Shell

Paolo Romanacci

Paolo Romanacci

Area Manager - Mexico & Central America, Enel Green Power

Paul Centeno Lappas

Paul Centeno Lappas

Mexico General Manger, Neoen

Paul Maya

Paul Maya

CEO-Mexico, AtoS

Raúl Puente

Raúl Puente

Director, Hidrocarburos del Sureste

Robert Jones

Robert Jones

President, TC Energy Mexico

Santiago Garcia

Santiago Garcia

Chief Executive Officer, Santa Fe Natural Gas

Sergio Limardo

Sergio Limardo

Country Manager – Mexico, Repsol

Tania Ortiz Mena

Tania Ortiz Mena

CEO, IEnova Infraestructura Energetica

Tim Duncan

Tim Duncan

President & CEO, Talos Energy LLC

Todd Peterson

Todd Peterson

Managing Director, GF International

Vanessa Serrano

Vanessa Serrano

Vice Chair and Owner TMM Group

Vania Laban

Vania Laban

VP – Corporate Affairs, ENGIE Mexico

Warren Levy

Warren Levy

CEO, Jaguar E&P

Yann Kirsch

Yann Kirsch

Chief Operations Officer, Perseus Energy

2020 Registration

Contact Us

Alexandra Ashikhmina

Alexandra Ashikhmina

Managing Director, Americas

Speaking Enquiries
Tel: +44 20 7384 7702

Tim Pawul

Tim Pawul

SVP- Corporate Development, Americas

Sponsorship Enquiries
Tel: +1 631 891 8414

TJ Murphy

TJ Murphy

VP Partnership Development, Americas

Sponsorship Enquiries
Tel: +1 203 435 5976

Kate Robey

Kate Robey

Marketing Manager, Americas

Marketing Enquiries
Tel: +27 021 001 3889

Tia Amofa

Tia Amofa

Investor Relations, Americas

VIP Guest Enquiries
Tel: +44 207 384 7817