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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
Meeting Host: Martín Castellano, Head of LATAM Research, IIF
Gabriel Casillas, Investor Relations Officer 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, Head of Canada and Mexico Economics, Bank of America Merrill Lynch
Alonso Cervera, Chief Economist for Latin America, Credit Suisse
Scott Grimberg, Portfolio Manager, EMs, Global Fixed Income, CalPERS
Delia Paredes, Executive Director of Economic Analysis, Banorte (moderator)
Carlos Serrano, Chief Economist, BBVA Bancomer
10:15am - 10:45am
IN CONVERSATION
Krishna Srinivasan, Deputy Director, Western Hemisphere Department, IMF
Gabriel Casillas, Investor Relations Officer and Chief Economist, Banorte
10:45am - 11:15am
IN CONVERSATION
Nathan Sheets, Chief Economist and Head of Global Macroeconomic Research, PGIM Fixed Income
Robin Brooks, Managing Director and Chief Economist, IIF
11:45am - 12:15pm
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 BBA
Sergio Luna, Director, Economic Research, Citibanamex
Alejandro Padilla, Head Strategist, Fixed-income and FX, Banorte
Jude Webber, Mexico and Central America Correspondent, Financial Times (moderator)
12:15pm - 12:45pm
KEYNOTE ADDRESS
Arturo Herrera, Member of Mexico’s Economic Transition Team
12:45pm - 1:15pm
KEYNOTE ADDRESS
Mario Delgado, Congressman and Coordinator of Morena Representatives, Mexico’s Deputies Chamber
1:15pm - 2:15pm
NETWORKING LUNCH
2:15pm - 3:00pm
IN CONVERSATION
Ambassador Kristen Silverberg, Managing Director, IIF
Robin Brooks, Managing Director and Chief Economist, 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, Vice-President and Deputy Chief Economist, Scotiabank
Maziar Minovi, Managing Director, Investment Strategy Group, Goldman Sachs
Mauro Roca, Managing Director, Emerging Markets Group, TCW
Stephanie Segal, Deputy Director and Senior Fellow, Simon Chair in Political Economy, CSIS
Ambassador Kristen Silverberg, Managing Director, IIF (moderator)
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.
Henri Fouda, Managing Director and Portfolio Manager, Asset Allocation, Wellington Management Company, LLP
Greer Meisels, Policy Advisor and Special Assistant to the Chief Executive Officer, IIF (moderator)
Millan Mulraine, ‎Chief Economist, Ontario Teachers' Pension Plan
Manuel Ramos-Francia, Deputy Governor, Central Bank of Mexico
Daniel Tenengauzer, Director of Research, Tse Capital Management
5:30pm - 6:00pm
KEYNOTE REMARKS
Alfonso Romo, Chief of Cabinet for Mexico President-Elect Mr. Andrés Manuel López Obrador
6:00pm - 6:10pm
CLOSING REMARKS
Gabriel Casillas, Investor Relations Officer and Chief Economist, Banorte
6:10pm - 7:15pm
RECEPTION