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September 12, 2018

Mexico City, Mexico

Program Agenda 
Wednesday, September 12, 2018
7:30am - 8:30am
REGISTRATION AND CONTINENTAL BREAKFAST
8:30am - 8:45am
WELCOME REMARKS
Gabriel Casillas, Head of Research and Chief Economist, Banorte
Robin Brooks, Managing Director and Chief Economist, IIF
8:45am - 9:15am
KEYNOTE ADDRESS
Ildefonso Guajardo Villarreal, Minister, Mexico’s Ministry of the Economy
9:15am - 10:15am
MEXICO: NEW AND OLD CHALLENGES
This session will focus on the new administration’s economic policy and its implications for activity, inflation, and external accounts.
Carlos Capistrán, Chief Economist for Mexico and Canada, Bank of America Merrill Lynch
Gabriel Casillas, Investor Relations Officer and Chief Economist, Banorte (moderator)
Alonso Cervera, Managing Director, Emerging Markets, Fixed Income Research, Credit Suisse
Scott Grimberg, Portfolio Manager, EMs, Global Fixed Income, CalPERS
Carlos Serrano, Chief Economist, BBVA Bancomer
10:15am - 11:00am
IN CONVERSATION
Alejandro Werner, Director, Western Hemisphere Department, IMF
Robin Brooks, Managing Director and Chief Economist, IIF
11:00am - 11:30am
KEYNOTE ADDRESS
Mario Delgado Carrillo, Mexico City Senator, Senate of Mexico
11:30am - 12:30pm
LATIN AMERICA: IS POLITICAL RISK FADING?
A heavy electoral calendar adds to the usual risk landscape for Latin America. This panel will assess developments and prospects.
Mónica de Bolle, Director, Latin American Studies Program and EM Specialization, Johns Hopkins University
Fernando M. Gonçalves, Head of Macroeconomic Research, Itaú Unibanco
Alejandro Padilla, Head Strategist, Fixed-income, FX and Commodities, Banorte
Ernesto Revilla, Head of Latam Economics, Citi
Jude Webber, Mexico and Central America Correspondent, FT (moderator)
12:30pm - 1:15pm
IN CONVERSATION
Nathan Sheets, Chief Economist and Head of Global Macroeconomic Research, PGIM Fixed Income, Prudential Financial Inc.
Robin Brooks, Managing Director and Chief Economist
1:15pm - 2:15pm
NETWORKING LUNCH
2:15pm - 3:00pm
IN CONVERSATION
Kenneth Smith Ramos, Director, Trade and NAFTA Office, Mexico’s Ministry of the Economy
Ambassador Kristen Silverberg, Managing Director, IIF
3:00pm - 4:00pm
GLOBAL TRADE TENSIONS: ROOM FOR COMPROMISE?
Panelists will debate growing global trade tensions, including NAFTA renegotiation and how much of a hit to activity there might be.
Brett House, Deputy Chief Economist, Scotiabank
Mauro Roca, Managing Director, EM Sovereign Research Division, TCW
Stephanie Segal, Deputy Director and Senior Fellow, Simon Chair in Political Economy, CSIS
Ambassador Kristen Silverberg, Managing Director, IIF (moderator)
Daleep Singh, Chief Economist, SPX International
4:00pm - 4:30pm
KEYNOTE ADDRESS
Alejandro Díaz de León, Governor, Central Bank of Mexico
4:30pm - 5:30pm
G-3 MONETARY POLICY: IS NORMALIZATION A THREAT TO EM?
Monetary policy normalization in the G-3 is underway as global growth desynchronization sets in. This panel will debate how EM will fare in this new environment.
María Paola Figueroa, Senior Economist, IIF (moderator)
Henri Fouda, Portfolio Manager, Asset Allocation, Wellington Management Company, LLP
Millan Mulraine, ‎Chief Economist, Portfolio Construction Group, Ontario Teachers Pension Plan
Manuel Ramos-Francia, Deputy Governor, Central Bank of Mexico
Daniel Tenengauzer, Director of Research, Tse Capital Management
5:30pm - 5:40pm
CLOSING REMARKS
5:40pm - 7:00pm
RECEPTION