2023 Certified Trade Mission to Mexico City, Mexico
Mexico City, Mexico
May 16, 2023 – May 18, 2023
For all Alternative Asset Fund Managers
One-to-One meetings with pre-qualified investors
HNWI, Family Offices and Institutions
May 16-18, 2023
One-on-one meetings with Mexico City investors
An opportunity to meet Mexico City institutional limited partner investors from the largest insurance companies and pension funds as well as high net worth individuals and heads of family offices.
A forum to exchange ideas and strategies with Mexican investors, other U.S.-based fund managers, and policy-makers from both Mexico and the United States.
Opportunities for intimate interaction between U.S. GPs and Mexican LPs
Promote U.S. PE, VC and Hedge Funds
Introduce U.S. PE, VC and Hedge Funds to Mexican LPs
What are the cost benefits of participating in Trade Missions?
I thought the Trade Mission was one of the most unique fundraising assets I’ve ever seen. The ability to have 50+ warm leads provided over the course of 1 day is phenomenal. It would have been impossible for our fund to have done anything like this ourselves and I doubt any financial service organizations could have provided a stronger group. I would highly recommend the Trade Mission, not just because of the quantity of potential investors but the quality of investors.
– Maxx Bricklin, Principal, Bold Capital Partners, LP
- Without the trade mission format, it would be impossible to set up 40-50 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 and all the LPs come to your hotel. 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 BVA 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
The LP’s will consist of the leading HNWI, Single Family Offices, Multi Family Offices, Insurance companies, Pension Funds, University Foundations and other allocators. Over ninety-five percent of the attendees are the principal decision makers and include the CIO, CEO, Principal or Founder.
You receive an eBook one week prior to the Trade Mission with one page on each LP which includes all their contact information, background, personal bios, and focus of allocations.
The Trademissions.org team works together with local leading Financial Executives to recruit the appropriate LPs for you to meet who are interested in your specific asset class.
May 16, 2023
3:00 pmCheck in at the JW Marriott Hotel, Mexico City
6:00 pmU.S. Embassy sponsored LP-GP Networking Reception
May 17, 2023
12:00 pm - 1:00 pmBuffet Networking Lunch with LP's
1:00 pm - 5:00 pmMembers of the US delegation will meet in one on one meetings with investment professionals from Mexico’s institutional investors and family offices
5:00 pmNetworking Cocktail Party with the LP’s Informal networking
*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 email@example.com for information on the fees to attend.
Included in your certified trade mission fee are the following:
Deluxe accommodations: Two nights at the JW Marriott Hotel, Mexico City in a deluxe room
Access to the Executive Lounge at the JW Marriott Hotel
Breakfast on May 17th and May 18th
All food and beverage during the meeting portion
LP Networking Reception on May 16th
LP Networking reception on May 17th
Lunch on May 17th
Dedicated on site team for you while in Mexico City
Complete Conference program including one on one meetings arranged with Mexico’s leading LP investors on May 17th.
eBook with full information on all LP attendees.
Your Fund information distributed to all attendees
Assistance with Follow-Up with Investors
Check In: Tuesday, May 16,2023
Check Out: Thursday, May 18,2023
JW Marriott Hotel, Mexico City
Andres Bello #29, Polanco, Mexico City
+52 55 5999 0000
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