MEXICOVC DAY

Liliana is CEO from AMEXCAP since April, 2018. Before this, she was Venture Capital Director of the National Entrepreneurship Institute (INADEM). She has more than 15 years of experience in development banks in areas such as projects evaluation, technical assistance and project management with multilateral and bilateral funding.

She has worked as an independent consultant and project manager of local economic development projects financed with international cooperation funds.

Mrs. Reyes has graduated in international affairs from the Universidad Nacional Autónoma de México. She has master degree in Local Economic Development from the London School of Economics and Political Science and a master degree in International Cooperation and Project Management from the Instituto Universitario Ortega y Gasset from Madrid, Spain.  She also has a Diploma in Private Equity from the IPADE Business School.

INADEM is an institution within the Mexican Ministry of Economy, which aims to implement, execute and coordinate the national policy to support entrepreneurs, and micro, small and medium enterprises, fostering innovation, competitiveness and projection in national and international markets.

In May 2016, Raul Gallegos joined the Asset Management group at Credit Suisse to develop and lead and new Real Estate lending platform through the launch of a specialized fund (CBFI) focused on issuing loans for income producing properties. The target asset classes for this vehicle include office buildings, retail centers, industrial properties and hotels. MMREIT was successfully closed in 3Q17 with $6,333 million pesos raised which provide capacity of up to $18,000 million pesos of AUMs with leverage. It is currently executing its first investments. 

Prior to this, Mr. Gallegos was the President and CEO for GE in Mexico since July 2013, where he was focused on business development and growth in the country through the various industrial and financial business units. He represented the company as a whole which has 11,000 employees, 17 manufacturing plants, 5 service centers and the largest engineering center in Mexico with 1800 specialized engineers. 

Raúl began his career with GE in 1997 in Stamford, Connecticut with the Latin America group of GE Capital Structured Finance, where he worked on debt and equity transactions for infrastructure projects in Energy, Telecom and the Transportation industries. In 1999, he returned to México to join the GE Capital Real Estate business, where he first worked as a Relationship Manager and originator, and then as the leader of the Debt Business. During 7 years, he was focused on consolidating and growing their loan portfolio, achieving a level of specialization unique in the industry, and a completely integrated platform that became the market leader with over $4 billion dollars in assets. From 2006 to 2013, he served as General Manager of GE Real Estate in México, where he was responsible for both the debt and equity businesses which totaled more than $5 billion dollars in assets, including managing Intramerica Real Estate Group, one of the principal owners and operators of industrial properties in Mexico with a portfolio of more than 200 buildings and 17 million square feet. In December 2012, GE Capital Real Estate sold this platform to Macquarie to create what is now Fibra Macquarie.

Raúl is a Civil Engineer from Universidad Anáhuac and he has an MBA from Columbia University in New York. He started his professional career at Industrias Gar-Vel, one of the most important mechanical contractors in Mexico, where he participated and led some of the most important construction projects in the country.

El Sr. Ritter es vicepresidente y analista de capital privado en Bessemer Trust. En este cargo, es responsable de la diligencia debida de los fondos de capital privado y de capital de riesgo, así como de la administración de los fondos de capital privado de la Quinta Avenida.

Antes de unirse a Bessemer, Adam trabajó para la oficina del Tesorero de la Fundación Rockefeller. Antes de eso, trabajó en Merrill Lynch en el grupo de Instituciones Financieras, enfocado en América Latina.

Adam obtuvo un B.A. en psicología de la Universidad de Tampa.

Pionera en el diseño y lanzamiento de programas públicos y privados que promuevan el ecosistema emprendedor y de capital de riesgo en México, Estados Unidos, América Latina y Europa, con el propósito de desencadenar la oportunidad transfronteriza. Reconocida como mujer líder en activos alternativos y emprendimiento de alto impacto en la región LATAM.
Desde enero de 2022, Adriana es directora ejecutiva y socia gerente del fondo Twelve Hundred VC (“1200 VC”), una plataforma de inversión en etapa inicial que invierte en administradores de fondos y fundadores que dan forma al futuro de la humanidad. Su foco está en la búsqueda de tecnologías transformadoras y de creación de valor regional, que aceleren un impacto positivo en el planeta y la sociedad.
Adriana es miembro de la Clase 16 del Programa Kauffman VC Fund Managers (Programa Kauffman Fellows). La misión de KFP es desarrollar la próxima generación mundial de líderes de Venture Capital. Realizó su Licenciatura en Finanzas en la Universidad de Guadalajara (1999), y su Maestría en Administración Pública en el Instituto Universitario Ortega y Gasset en Madrid, España (2002). En 2009, completó el programa “Innovación Abierta y Emprendimiento Corporativo” en la Escuela de Negocios Berkeley Hass de la Universidad de California. En 2006 fue reconocida como una de las 30 promesas profesionales en sus 30 años en México, clasificación de la revista empresarial EXPANSIÓN (“30 promesas en sus 30”) y en 2017 recibió el “Premio a la Trayectoria Exitosa” de la AMEXCAP (Asociación Mexicana de Capital Privado) y fue reconocido como “El Becario del Año” de Becas MOB, asociación de reconocida excelencia que contribuye al desarrollo de México a través del apoyo a la educación superior de posgrado y la promoción de sus egresados. Ha sido mentora, conferencista, panelista y miembro del jurado en iniciativas de emprendimiento, innovación, impacto e inversión en América, Europa y Asia, durante casi dos décadas.

Alan I. Annex is Co-Chair of the firm’s Global Corporate Practice. He leads multi-disciplinary deal teams in a wide variety of large-cap and middle-market domestic and cross-border transactions. Alan has broad experience in corporate and securities matters, and regularly advises public company boards, special committees and executive management regarding their fiduciary duties; corporate governance best practices; and M&A deal strategies, structures and techniques.

Alan was an architect of the structure for the early SPACs of the 1990s. He routinely leads 20+ attorney teams whose deals have increased exponentially in number and value over the past year: Under Alan’s leadership, GT has leapt in its rankings as one of the top law firms on SPAC Research’s DeSPAC Legal Advisors table for business combinations (based on closed and pending deals).

Alan recently lead the team of GT attorneys who handled one of the largest SPAC merger transactions ever, United Wholesale Mortgage, with an approximate value of $16 billion.

Concentrations

• Public and private offerings of equity and debt
• Domestic and cross-border mergers and acquisitions
• Special Purpose Acquisition Companies (SPACs)
• UK Cash Shells and other alternative investment vehicles
• Leveraged buy-outs and other going-private transactions
• Audit committee issues
• Securities Exchange Act reporting and compliance obligations

Education

• D., cum laude, New York Law School, 1987
• S., cum laude, Accounting, State University of New York at Albany, 1984

Admissions

• New Jersey
• New York
• Florida

Alejandro has been involved with the venture capital and entrepreneurship industries for over 20 years. First as an entrepreneur, in 2000 he co-founded his first company, which he sold in 2004. In that same year, Alejandro founded a company that bought the distribution and sales rights of Vilebrequin in Mexico and Latin America and was appointed CEO. Alejandro led the company until its sale in 2009.

Since that date and until today, Alejandro is dedicated to venture capital investments as Managing Partner of DILA Capital. He has led the analysis, due diligence, investment process and divestment of more than 30 companies from 2013 to date. This has been achieved through 4 venture capital funds.

Alejandro holds a bachelor’s degree in Economics from Universidad Iberoamericana and an MBA from Northwestern University’s Kellogg School of Management.

Alexander R. Rossi is co-founder and Managing Partner of LIV Capital, a leading Mexican private equity fund manager. Mr. Rossi has over 30 years of Private Equity and Investment Banking experience in the U.S. and Latin America, where he has successfully completed over 50 transactions with an aggregate value in excess of U.S. $3.5 billion. Previously, Mr. Rossi was Managing Director and head of Latin America for Communications Equity Associates, LLC (CEA), a merchant and investment bank specialized in the media, communications and technology sectors.

Mr. Rossi is also CEO and Board Member of LIV Capital Acquisition Corp II (NASDAQ: LIVB) and a Board Member of Agile Thought, Inc (NASDAQ: AGIL).

Currently Mr. Rossi sits on the boards of various private Mexican companies as well as the AMEXCAP. Mr. Rossi received an MBA from New York University’s Stern School of Business and a BA in Economics and Art History from Williams College.

He is fluent in Spanish and English.

Me uní a Google después de terminar como EIR en FinTech en Techstars y ser un dos veces fundador, uno respaldado por Techstars (kpiReady) y el otro arranque (GDPRsimple). Durante mi tiempo como fundador, también fui mentor de más de 15 programas Techstars, en múltiples programas de inicio en etapa inicial en todo el país (ASU Venture Devils, ASU Computer Science Program y New Inc.) y a más de 300 empresas en todo el mundo, centrándose en sus OKR, KPI y puesta en marcha narrativas/visiones. Antes de pasar los últimos seis años en startups de tecnología, comencé mi carrera en gestión de relaciones/estrategia de desarrollo empresarial en los campos sin fines de lucro y con fines de lucro y se unió a JPMorgan Asset Management después obteniendo mi MBA para NYU Stern. Además, soy el codirector del Capítulo Techstars NYC, estoy en el Techstars Consejo Asesor del Capítulo, soy mentor fundador de The Northeastern University’s Roux Institute Techstars Accelerator y mentor/asesor/ángel invertir en startups en etapa inicial de Techstars y más allá. Además, me uní a la junta de Flip.xyz a principios de 2022 y me apasiona web3. Para mi lo geek no se detiene con los OKR, los KPI y la gestión de relaciones, me encanta aprendiendo sobre las artes y probando nuevas recetas (incluyendo hacer mi propia sidra). Actualmente divido mi tiempo entre Portland, ME y NYC para estar afuera tanto como sea posible. Si aún no has tenido noticias mías, te contactaré como soy. muy emocionado de conocerte, tener charlas virtuales de café o caminatas, y asociarme con todos ustedes.

Startups: feliz de ver Fintech, basado en AI/ML

Andy Tsao is a Managing Director and leads SVB’s Global Gateway, which assists innovation companies in the emerging markets with their US and international market expansion. He brings more than 20 years of experience banking dynamic companies in technology industries worldwide.

In his roles, Andy manages SVB’s relationships with venture capital and private equity firms outside the U.S., and also helps emerging market companies as they seek U.S. market entry and U.S. companies as they seek to expand abroad. In both capacities, Andy provides these firms with strategic advice and banking services, including debt financing, based on a deep understanding of their needs.

Previously, Andy led and helped found SVB’s U.K.-based operation, SVB Financial Group UK Ltd, which was established in 2004. For six years, he was responsible for building senior debt relationships with high-growth technology, life sciences and clean technology companies in the U.K. and Europe. Tsao routinely speaks about technology and venture financing at conferences such as events held by the Latin American Venture Capital Association, AMEXCAP, and the Global Entrepreneurship Summit. Andy is on the Board  and was a former President of the Asia America MultiTechnology Association (AAMA) , on the Advisory Board of Asia Society Northern California, Advisory Board of BayBrazil, and Venture Council of LAVCA.

Autumn Learned is a Director in the BlackRock Private Equity Partners (PEP) group within BlackRock Alternatives. She is responsible for performing due diligence on and monitoring direct investments, co-investments and private equity fund investments. Ms. Learned leads BlackRock’s private equity initiatives in Latin America, with a specific focus on Mexico. Prior to joining BlackRock in 2019, Ms. Learned spent eight years with the IFC Asset Management Company, the private equity subsidiary of the International Finance Corporation. She spent six years in Singapore focused on growth equity investments in Emerging Asia markets, and two years focused on equity investments in Africa and Latin America out of IFC’s Washington, D.C. office. Ms. Learned began her career with Milestone Advisors, an investment bank now part of Houlihan Lokey, where she focused on M&A and capital raise advisory in the financial services industry. Ms. Learned earned a B.S. in Economics in Finance and Management with a minor in Hispanic Studies from The Wharton School of the University of Pennsylvania, and an MBA with Distinction from INSEAD.

De Bolivia, Carlos es un empresario minorista experimentado. Luego de iniciar su carrera en Walmart, lideró el lanzamiento de Linio en Chile, el inicio del comercio electrónico en la región. Luego fundó Luuna, la primera marca D2C totalmente verticalizada en México. En ~7 años, Carlos y su equipo construyeron un grupo minorista rentable con ventas de $ 100 millones, ahora llamado ZeBrands, que administra una cartera de ~6 marcas en las categorías de Dormir y Hogar. Acaban de ingresar a Brasil y ahora persiguen una estrategia audaz de integración de fabricación y tecnología, operando sus propias fábricas en México.

Eduardo Triulzi has broad experience in the mergers and acquisitions practice advising private equity funds, venture capital funds and search funds in the acquisition and sale of businesses and assets within the food and beverage, construction, technology and education services, among others. He has also advised sellers, purchasers and financial advisors in sale and acquisition processes of different companies, including public companies involving tender offers.

In the FinTech industry, he has experience representing different entities in obtaining its licenses as IFT.

In connection with financing, he has advised domestic and international lenders in structuring and restructuring credit facilities for Mexican public and private sector entities.

RELEVANT TRANSACTIONS

• Represented Nexxus in the investment and acquisition of different companies in the food and beverage, construction and technology industries.
• Represented Mountain Nazca in the investment and divestiture of different companies.
• Represented Kavak in its last capital raise.
• Represented Kaszek Ventures in the investment of different companies in the technology industry.
• Represented Abraaj in the investment of a company in the energy sector.
• Represented LIV Capital in the investment of a relevant percentage in the capital stock of the Bolsa Institucional de Valores (BIVA).
• Represented Ainda, Energía & Infraestructura, in the implementation of a strategic alliance that provides for the participation of Impulsora Inverza in the capital and the corporate governance of Ainda, Energía & Infraestructura.
• Represented Grupo Modelo in the investment in different companies and in the sale of certain non-strategic subsidiaries.
• Represented Citinanamex and HSBC in the structuring and restructuring of different credit facilities.
• Represented multilateral financial institutions in the implementation of their factoring programs.

Ernesto Revilla es el Economista en Jefe de Latinoamérica de Citigroup. Se incorporó a Citi en 2015 como Economista de México, después de una carrera de 12 años en la Secretaría de Hacienda y Crédito Público. Desde agosto de 2017, es el economista en jefe para Latinoamérica en Citi desde Nueva York. En la Secretaría de Hacienda, Ernesto fue Economista cargo desde el cual condujo la planeación macroeconómica, coordinó el Plan Nacional de Desarrollo de México de 2013 a 2018, fue asesor del Secretario y diseñó la estrategia de reducción del déficit en esa administración.
Anteriormente, Ernesto fue economista en el Banco Mundial en Washington DC. Ernesto estudió la licenciatura en economía en el ITAM y el doctorado en economía en la Universidad de Chicago.

Fernando es cofundador y socio gerente de Matterscale, una firma de capital de riesgo. También es cofundador de eLab de la Universidad de Columbia, una beca para emprendedores globales en Edtech. Es profesor adjunto en la Universidad de Columbia del curso Scaling Up in Hard Places: How Entrepreneurs Grow Outside of Silicon Valley. Anteriormente, como presidente de Endeavor Global y exgerente de Endeavor México, ayudó a la organización a expandirse a más de 30 países y a lanzar múltiples programas como Endeavor Catalyst, Endeavor Insight y muchos otros.
Es cofundador de Collective Academy, una de las mejores escuelas de educación superior en México, asesor de EBC y graduado de Claremont Graduate University en California. Actualmente vive en Nueva York y viaja a menudo a su país de origen, México.

Fue funcionario del Banco de México, economista en jefe para México en los bancos de inversión J.P.Morgan y UBS y hasta hace algunos meses se desempeñaba como Director General Adjunto de Análisis Económico, Relación con Inversionistas y Sustentabilidad de Grupo Financiero Banorte. Ha sido profesor de cátedra en el ITAM, el Tec de Monterrey, la Universidad Anáhuac y el RiskMathics Institute. Ha publicado artículos en revistas especializadas como el Journal of Policy Modeling. Actualmente es autor de la columna semanal “Perspectiva Global” en el periódico El Financiero y miembro permanente del recién creado Comité de Fechado de Ciclos de la Economía Mexicana (INEGI/IMEF) y miembro del grupo de ‘líderes del futuro’ del Instituto Internacional de Finanzas (IIF). El Dr. Gabriel Casillas es economista egresado del Tecnológico de Monterrey y obtuvo el grado de Doctor en la Universidad de Texas A&M, especializándose en econometría, teoría monetaria y economía de la información.

Guadalupe is a partner in the Accounts organization at EY’s Mexico City office. She is Deputy Market Segment Leader for the Mexico & Central America geographical market segment. She also leads entrepreneurial initiatives and programs in Mexico.

She leads efforts around EY’s Center for Board Matters, including the Mexico Board of Directors Leadership Network, a select group of directors drawn from the country’s leading corporations who are convened to discuss the most important issues and challenges in governing an organization.

Guadalupe serves as member of the INROADS Mexico Board of Directors, the Wadhwani Foundation LATAM Advisory Board and the IPADE Business School ISTMO Magazine Editorial Board. She was also a member of the IPADE Business School Research Center for Business Entrepreneurial Initiative Advisory Board.

She is a mentor for MassChallenge Mexico, BlueBox Ventures, POSiBLE (Fundación Televisa) and Endeavor, and has participated as judge and mentor for corporate accelerator programs such as Eleva (Grupo Bimbo), Cinépolis Accelerator, TakeOff (Volaris), Nave Aceleradora (Axtel) and IBM SmartCamp. She is co-author of the first Spanish book on entrepreneurship, “Más Allá del Business Plan” (“Beyond the Business Plan”), June 2013.

Her leadership within Mexico’s entrepreneurial ecosystem has been recognized by the different roles she has served: President of the IMEF (Institute of Mexican Executives in Finance) National Technical Committee on Entrepreneurship; member of the Mexico-US Entrepreneurship and Innovation Council; independent board member of the seed capital investment fund between Mexico’s Ministry of Economy and Nacional Financiera (national development bank); Advisory board chair for WEConnect Mexico.

Formally in EY’s Consulting practice, she has 22 years of financial and IT audit and consulting experience. She currently serves as Global and Regional Services Coordinating Partner for a number of companies, including AB InBev Middle Americas Zone and Cinépolis. Guadalupe began her career in EY’ Chicago office.

Guadalupe has been very actively involved in gender equity and inclusiveness initiatives at EY Mexico. Her participation has been crucial to strategies that have been implemented locally. Her leadership skills have been recognized throughout her career at EY by being selected to serve as member of committees such as the Americas Gender Equity Task Force, Assurance & Advisory Business Services Advisory Council and the Partner Forum for Mexico & Central America.

MFin. Guillermo Eduardo Cruz, es un inversionista proactivo con el objetivo principal de apoyar modelos de negocio innovadores y con alto potencial de escalabilidad.

Como meta profesional tiene el desarrollar la industria del capital privado de manera importante en nuestro país para poder competir de manera internacional con una industria sustentada y bien desarrollada.

Ha sido reconocido como un inversionista a seguir públicamente por varios artículos en la revista expansión, entre otros.

E D U C A C I O N
P R O F E S I O N
Guillermo es maestro en finanzas por parte de la Universidad de Harvard con su especialidad en capital privado por parte de Harvard Business School. Además de lo antes mencionado, también cuenta con una especialidad en dirección general por parte de la Universidad de Yale a través de su escuela de negocios Yale School of Management. Estudió su licenciatura en Economía en la Universidad de Texas en Austin con especialidad en administración de negocios por parte de Mccombs School of Business.

P R O F E S I O N
Guillermo es maestro en finanzas por parte de la Universidad de Harvard con su especialidad en capital privado por parte de Harvard Business School. Además de lo antes mencionado, también cuenta con una especialidad en dirección general por parte de la Universidad de Yale a través de su escuela de negocios Yale School of Management. Estudió su licenciatura en Economía en la Universidad de Texas en Austin con especialidad en administración de negocios por parte de Mccombs School of Business.

En el ámbito profesional actualmente es Co-Fundador de el Grupo Financiero Maquia Capital, el cual tiene bajo administración mas de $460 Millones de Dólares, operando con tres empresas públicas, dos listadas en Nasdaq y una en el Toronto Stock Exchange. Dentro del grupo, Guillermo ha invertido en un portafolio de más de 10 compañías de las cuales 3 han llegado a hacer IPO y 1 de ellas ha obtenido el estatus de unicornio; el resto de sus inversiones siguen en etapa de crecimiento prometedor.

Estudió Derecho en Pontificia Universidad Católica de Chile.

Trabajó como abogado y analista de cumplimiento en Buda.com.

Luego entró a trabajar para CMS Carey & Allende en el área corporativa, impulsando la creación del área de Venture Capital, emprendimiento e innovación, hoy en día rankeada entre las líderes de Chile.

Ingreso como socio fundador de Platanus Ventures en octubre de 2020.

Jorge is responsible for supporting investment and portfolio management activities for private markets portfolios.

Jorge has over 10 years of private markets investing, M&A, and corporate finance experience. Prior to joining Spruceview, he was the Head of Investments, Treasury and Financial Control at Seguros Sura México responsible for portfolio strategy, as well as for asset and liability management. Previously, he was the Deputy Head of Alternatives at Afore Profuturo where he led asset allocation for Alternatives as well as Profuturo’s incursion into international private markets. Prior to that, he supported M&A and corporate finance initiatives at Grupo Bal, one of the top business conglomerates in Mexico.

Jorge holds a B.S. in Applied Mathematics from the Instituto Tecnológico Autónomo de México and a Master of Finance degree from Massachusetts Institute of Technology (MIT).

Jorge Islas Lopez is Consul General of Mexico in New York, by virtue of the appointment made by President Andrés Manuel López Obrador and unanimous ratification made by the Senate of the Mexican Republic on March 20th, 2019; taking office on May 3rd, 2019. As an active promotor of human rights, one of his main priorities as Consul General will be to defend immigrant rights, regardless of their status.

Mr. Islas is recognized nationwide in the private and public sector for his expertise in Constitutional Law and human rights defender. He has worked to promote the right of television viewers as News Ombudsman of the Congressional Television Channel, also ratified unanimously by the Mexican Senate; as well as environmental rights, as author of the first legal disposition of the rights of Mother Earth in the Mexican legislation.

A true pioneer, he wrote the first federal legislation in Mexico regarding class actions (2008-2009) and transparency and access to public information (2002) (Freedom of Information Act).

He has also authored constitutional reforms of the states of Oaxaca and Michoacán, and served as advisor for Mexico City´s first constitution.