2021 Virtual Certified Trade Mission to Mexico City
October 6, 2021
For all Alternative Asset Fund Managers
One-to-One meetings with pre-qualified investors
HNWI, Family Offices and Institutions
Virtual one-on-one meetings with Mexican investors
An opportunity to meet Mexican Institutional limited partner investors from the largest insurance companies, pension funds, private family offices and private wealth managers. Attendees will predominantly be Family Offices and Multi Family Offices who have all made prior investments into U.S. Alternative Asset Funds
Focused, structured, organized and pre-arranged private meetings
Introduce & promote U.S. PE, infrastructure, real estate and VC Funds to Mexican LPs
What are the cost benefits of participating in Trade Missions?
“Extremely productive day – high quality LPs and clear business potential.”
~Ned Stiker, CFO, Cortland Partners
- Without the trade mission format, it would be impossible to set up 20-30 LP meetings in one day with pre-qualified potential LPs. It would require multiple days and multiple trips. This is a major benefit in terms of dollars, time and energy saved.
- The same level of meetings would probably require a minimum of two to three trips to meet the same number of high-level people. These additional trips alone are equivalent to or will cost more than the Trade Mission in terms of airfare and hotel.
- A placement agent would also charge you a commission on your earned management fee and on your performance fee. There are no commissions charged on ANY investments you receive during the Trade Mission.
- There is a cost in time and energy involved in identifying prospects, securing contact info, contacting the prospects, convincing them to meet and then coordinating the schedule in an efficient manner. The Trade Mission takes place on one day. This is a major advantage and a significant save in time, expense and opportunity cost. As we all know, "Time is Money".
Carlos is the Head of Diversified Industries for Scotiabank Mexico Investment Banking. He has more than 20 years of experience in Mergers & Acquisitions, Equity Capital Markets and Debt Capital Markets, advising U.S. and Latin American clients. Prior to Scotiabank, Carlos worked at BBVA Bancomer, UBS and Credit Suisse Investment Banking divisions, and Andersen and Deloitte M&A Advisory practices.
Carlos holds an MBA from Darden School of Business and a B.A. in Economics from Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM)
Juan Carlos Lara is the Executive Director of Point5 Family Office, a leading professional services network with headquarters in Geneva, Switzerland, dedicated to advising Latin American individuals, SMEs, and NGOs to incorporate environmental, social, and governance (ESG) factors in an investment portfolio and corporate strategy. As a strategic planner and team head, Mr. Lara leads the effort to solve their clients’ most difficult ESG challenges, achieve their greatest ambitions in the impact investment ecosystem, capitalize on transformative opportunities, and fulfill regulatory requirements.
Taking the reins of this global organization came with the demand for developing a comprehensive, strategic growth plan. A blueprint that draws on the organization’s history while galvanizing it forward with long-range and short-term goals that support the Board of Officers, its global professional services network, and its two sister platforms, the ESG-LAB NGO, and the Fulbright Institute.
Mr. Lara’s strategy has recently spearheaded Point5’s sustainable assessment footprint with the collaboration with the Swiss Government on the Responsible Business Initiative (Konzernverantwortungsinitiative), the Mexican Government of Guanajuato, Instituto Estatal de Capacitacion (IECA), the University of Geneva Master of Environmental Sciences and Master in Wealth Management groups, and the ESG rating ecosystem of Spanish solar farm startups.
Mr. Lara also participates as an anti-money laundering (AML) expert in different investment forums, including the Global Initiative Against Transnational Organized Crime, and collaborates with the State of Oklahoma to promote and assist foreign companies in relocating to the USA.
Mr. Lara is a Mexican and an American citizen, is married with three daughters, and has a passion for Social Impact research and Motorcycles.
LP Participant Profile
Fifteen of the largest Insurance companies and Pension Funds
October 6, 2021
9:45 amLogin & Registration to online platform, find your virtual table
10:00 am - 1:30 pmOne-on-one meetings: Members of the U.S. delegation will meet in one-on-one virtual meetings with Investment Professionals from Mexican institutional investors and family offices and high net worth individuals.
1:30 pmTrade Mission ends.
*The government of the United States, particularly the US Department of Commerce and the US Embassy is not involved in selecting or recruitment for this mission. Such selection and recruitment is strictly left to the mission organizer. The US and foreign commercial service supports the goals of this event but does not endorse the specific products or views of the participating organization.
Attendance is by invitation only. The quantity of fund manager participation is strategically limited to maximize the level of overall access and one on one meeting opportunities with our foreign institutional investor attendees. Since space is limited, we encourage you to register immediately to reserve your spot.
Please email firstname.lastname@example.org for information on the fees to attend.
Included in your certified trade mission fee are the following:
Trade Mission program on Wednesday, October 6, 2021
Complete conference program including one-on-one virtual meetings with Mexico's leading institutional and Family Office investors
Distribution of your materials to Institutions prior to the Trade Mission
Complete LP information book received one week prior to the Trade Mission
NO ACCOMMODATIONS – VIRTUAL TRADE MISSION
The cancellation policy is as follows:
Within 30 days of registration: 75% refund
31-60 days after registration: 50% refund
More than 60 days after registration: No refund