Risk • Event Driven • Distressed Intelligence




Wednesday, November 14, 2018. The Yale Club of NYC

If you have already RSVP’d and received a confirmation, your place is secured and we look forward to seeing you on November 14

Platinum Sponsor

Former Secretary of Finance, Secretary of Social Development, Undersecretary of Finance, Undersecretary of Energy and Senator (2012-2018), Founder of 01PonderaLab
Mexico's financial future under AMLO

Has the cancellation of the much-needed airport clipped the wings of a potential economic takeoff for Mexico? What's ahead: a soft landing or a crash?

Brazil and Mexico post elections
Argentina pre-elections

The new Brazilian administration will face a series of challenges as soon as it takes the reins in January, and investors are closely watching which companies will benefit as the year unfolds. Will the administration change the regulatory framework for the infrastructure sector and foster the recovery of construction companies like OEC and Andrade Gutierrez? What can we expect with the government’s fuel policy and its impact on Petrobras? Will the oil giant start investing again in exploration to the benefit of drillers like QGOG and Ocyan? Privatizations are also on the agenda but the question remains: will the government actually follow through?

In Mexico, investors are eager to see if AMLO will fulfill his rhetoric and cancel the new Mexico City Airport. His agenda includes fighting corruption and improving production at Pemex, but rating agencies have warned his proposals are credit negative for the operator. What kind of measures will he take when his term begins, and how will companies benefit from the new administration?

In Argentina, Mauricio Macri has made sure he can navigate next year without asking the investor community for more money, but many have questioned whether he will be able to get re-elected in the October 2019 elections. Argentine companies will face challenges similar to those of 2018. Energy corporates will keep struggling as the government meddles with tariffs to tackle inflation and funding costs rise. More broadly, the Notebooks graft case is interfering with day-to-day business throughout the corporate sector, in an unwelcome echo of the severe damage that Car Wash inflicted on Brazilian corporates.


Carlos Melconian

Former President of Banco de la Nacion Argentina, Founder of M&S Consultores

Carla Buffulin

Portfolio Manager, Emso Asset Management

Maria Fernanda Blaser

Managing Editor Latin America

Christina Ronac

Head of Global Emerging Markets Debt Credit Research, HSBC

Gerardo Rodriguez

Managing Director, Blackrock

Luis de Lucio

Managing Director, Alvarez & Marsal

Private event by invitation only.
Regretfully closed to the press.

For more information, sponsorship
and speaking opportunities please contact:

5:00 pm - 7:00 pm
7:00 pm - 8:30 pm
Cocktail Reception
Institutional Partnership