This exclusive institutional gathering brings together the most important real estate investment vehicles, institutional allocators and private wealth investors that are actively investing and developing across Texas and Mexico. Over 300 of the leading Mexico and Texas based private equity real estate funds, institutional investors and other real estate professionals will come together to network and discuss investment opportunities, allocations, and the performance of all real estate related asset classes across these regions. It is our intention that this meeting will serve as a catalyst in generating increased cross border institutional real estate transactions between Mexico and Texas in the years to come.
BY THE NUMBERS
Antonio Luis Ferré Rangel
Chairman & CEO, Kingbird Properties (Puerto Rico), COO of Grupo Ferré Rangel +
Antonio Luis Ferré Rangel is Chairman and CEO of KINGBIRD PROPERTIES, the investment management subsidiary of GRUPO FERRÉ RANGEL (GFR), a fourth generation, family office of diversified industries including real estate, media, printing, distribution, and digital marketing based in Puerto Rico. Mr. Ferré Rangel is leading a transformative expansion of the family office’s 100-year-old business with holdings in Puerto Rico, mainland United States and Latin America by focusing on business innovation, diversified enterprise and generating superior risk-adjusted returns. Previously, he was in charge of new investments and managed the operations of GFR's business holdings in and outside of Puerto Rico. In 2002, he joined Grupo Ferré Rangel as Vice President of Strategic Planning. Mr. Ferré Rangel started his career in 1992 at GFR-owned Puerto Rican Cement, which became the first Puerto Rican company listed on the New York Stock Exchange (NYSE), where he rose to be Executive Vice President in 1998 and Chief Operations Officer in 2001. He serves as Trustee for the Baldwin School of PR and is also Trustee of the Luis A. Ferré Foundation. He is a member of the Board of Directors at the Center for the New Economy. He received his BS in Natural Science at Sacred Heart University and his Masters of Business Administration from Suffolk University in Boston, MA.
Gary S. Farmer
President, Heritage Title Company (Austin) +
Gary S. Farmer is President of Heritage Title Company of Austin, Inc. He has been in the title insurance business since 1985. During Gary's tenure, Heritage has been recognized for its excellence in the commercial title insurance arena as it has grown to be among the largest independently owned title agencies in Texas. Gary is involved in a variety of civic and charitable endeavors. Currently, Gary serves as a Board Member of the following organizations: Greater Austin Economic Development Corporation, The University of Texas Chancellor's Council, The University of Texas Development Board, the President's Council of The Real Estate Council of Austin, the National Multi Housing Council and The Rise School of Austin. Gary founded the Greater Austin Economic Development Corporation in 2003 and served as their Chairman for eight (8) years. Gary is the Past Chair of Opportunity Austin (1.0, 2.0 and 3.0), Past Chair of Advantage Austin III, Founder and Past Chair of The Real Estate Council of Austin, Past Chair of Capital Area Transportation Coalition, Past Chair of Take on Traffic Initiative, Past Chair of Caritas Community Advisory Board (two terms), and has served as a Board Member on numerous other civic and charitable boards. He has chaired six (6) Capital Campaigns which have raised approximately $75,000,000 for community endeavors. Additionally, Gary has served on three (3) Mayoral Task Forces dealing with the economy, the environment and healthcare.
Philip A. Mintz
Apollo Global Management +
Partner, CIO, Real Assets, Apollo Global Management (New York)
Mr. Mintz is a Partner and Chief Investment Officer of Apollo’s US and Asia Real Estate Equity business. He joined Apollo in 2015, following Apollo’s acquisition of Venator Real Estate Capital Partners, the firm Mr. Mintz founded in 2013 and the manager of the $1 billion Trophy Property Development Fund (“TPD”). Beginning in 2012, Mr. Mintz served as Chief Investment Officer of Winnington Capital in Hong Kong, the prior manager of TPD. Previously, he was the Chief Investment Officer of Asia Pacific Land, a Tokyo based real estate investment manager with offices in Tokyo, Hong Kong, Shanghai and Taipei. Mr. Mintz was previously a Partner at Warburg Pincus, where he initiated the Asian real estate investing efforts and deployed over $800 million in equity. He was also the Chief Executive Officer of General Electric Real Estate Asia, where he led a team of 300 employees throughout the region and managed in excess of $4 billion in assets. Prior to GE, Mr. Mintz was a Director in Mergers and Acquisitions at Merrill Lynch in New York where he focused on real estate transactions, and an Associate at Skadden, Arps, Slate, Meagher & Flom. Mr. Mintz graduated with an MBA from New York University, a JD from Fordham University, and a BA in political science from Duke University.
Greystone Consulting +
Senior Institutional Consultant, Greystone Consulting (Miami)
Eric Newman began his career with Lehman Brothers New York in Private Client Services, where he managed and advised high net worth portfolios for Latin American clients. In 1994, he transferred to Miami, where he and Hugo Mantilla founded a pan regional group to expand the range of products and services to their existing clients. Together, they brought the group to Morgan Stanley’s Private Wealth Management division in 2006. At Synergy Group, Mr. Newman core responsibilities include guiding and advising family offices and institutional clients. His primary focus is on alternative assets and asset management. Mr. Newman has developed a particular expertise in Private Equity, traveling with senior portfolio managers to the Latin American region.
Texas Municipal Retirement System +
Tom Masthay is the Director of Real Assets for Texas Municipal Retirement System, a $27B hybrid defined benefit plan located in Austin Texas. Tom currently leads a team managing a $5B portfolio of real estate, infrastructure, energy, mining, agriculture and esoteric public and private investments. He has prior worked at NextEra Energy/Florida Power and Light and Kentucky Retirement Systems, managing alternative investments for those institutions. Tom holds an MBA and BBA from the University of Kentucky.
Gonzalez Family Office +
Mr. Gonzalez founded the Gonzalez Family Office and is the CEO and Founder of Engineered Tax Services, Inc. (ETS). ETS is the country’s largest specialty tax engineering firm which specializes in the preservation of wealth and United States’ job creation through IRS engineering-based services to include research and development manufacturing tax credits, energy tax incentives studies, cost segregation deprecation studies for buildings, and disposition studies. Mr. Gonzalez started ETS in 2001 to bring specialized engineering tax studies to mainstream America, which have historically only available to the Fortune 500 companies through the Big 4 National Accounting Firms. ETS has 16 offices nationally – one being in Texas - and is headquartered in West Palm Beach, Florida. In addition to ETS, Mr. Gonzalez started several other family operational companies including his family office, Gonzalez Family Office (GFO), Calle Gato Ocho (CGO), Engineered Venture Services (EVS) and Engineered Family Office (EFO). Gonzalez Family Office manages the Gonzalez family capital by investing primarily in real estate, private equity and venture capital. CGO owns and operates direct real estate investments in multi-family housing and office/mixed use real estate for the Gonzalez family. EVS was started to provide high-level due diligence in venture capital investing at affordable costs through the application of Prado principles. EFO provides a multi-family office environment for high end athletes and top entrepreneurs.
Juan Carlos Lara
Point 5 Family Office +
For the last 35 years, Juan Carlos has advised LATAM UHNW families to protect and enhance their wealth. He creates value for his clients, his strongest expertise is wealth management, family office services and family and investment governance. Juan Carlos joined Banamex-City Bank in the 1980s to develop the NYC office. In 1996 he was appointed head of fixed income for Finamex NY resulting in a book of 2.5 billion USD and was offered the presidency in 1999. In the year 2000 he established Lara-Dorbecker Securities Corporation, a USA BD. Sold the company and moved to Switzerland to continue to develop his career. Juan Carlos has worked with Swiss institutions including UBS and HSBC and built unparalleled teams. He is constantly invited to participate in round tables and conferences about wealth management, corruption avoidance and secrecy by several institutions including the Harvard Club of Oklahoma City, the University of Fribourg in Switzerland and other venues in Africa, the EU and LATAM.
IAM Consultores +
Senior Partner, IAM Consultores (Monterrey)
Mr. Rogelio Sada is a Senior Partner at IAM Consultores, a 15-year plus Multifamily Office and Asset Management firm serving UHNW Mexican families. With an open architature platform, IAM manages and participates in different US and Mexican investment funds and portfolios. It has its own real estate funds in Mexico and Texas, and participates with funding of third party projects. Rogelio has an MBA from Columbia University and previously worked at Citigroup in New York and Mexico.
Titan Development +
Drew is a real estate investment and development professional with 20 years of experience in raising capital contributions, acquisitions, project design and construction, and securing financing from lending institutions. Drew manages investment structure, investor relations, and debt/equity procurement for Titan Development. As president, Drew’s development expertise includes office, industrial, retail, and multi-family development, including distressed acquisitions and loan purchases. Drew is intimately involved in the new Titan Development Real Estate Fund I, a $200M private equity fund that closed in September of 2017. Prior to his recent exploits, Drew led the creation of a multi-family development partnership between Titan Development and Alliance Residential Company. Drew has also championed Titan Development’s growing self-storage portfolio by establishing a strategic relationship with Extra Space Storage.
The Aztec Fund +
Mr. Haddad was the CEO of Grupo Haddad, a family office investing in private infrastructure projects in Mexico and Panamá, and real estate in Mexico and the US. He built a $300 million dollar portfolio of US real estate assets in 2013. Set up Fibra Mexicana de Inmuebles, the first Mexican FIBRA, holding $360 million of assets in Mexico (2001-2014). Responsible for negotiating and closing the sale of the Corredor Norte, in Panamá for $650 million dollars (2009-2012). Mr. Haddad is the founder and currently the President of The Aztec Fund, a private equity fund based in Mexico City that invests only in US office and industrial real estate.
Phillip T. Fitzgerald
7 Bridges Capital Partners +
Mr. Fitzgerald established 7 Bridges Capital Partners after his departure from Jamestown Latin America, which he founded in February 2013. Prior to his position as the CEO of Jamestown Latin America, Mr. Fitzgerald was a partner with Paladin Realty Partners, where he served as managing director of emerging markets. In that role, Mr. Fitzgerald successfully led and managed investments centered on an extensive portfolio of more than 120 real estate assets located in seven Latin American countries. Prior to joining Paladin, Mr. Fitzgerald was a founding partner of boutique investment banking firm Griffin Partners, an associate in the real estate finance group of Jefferies & Company, Inc., and an analyst in the real estate finance group at Salomon Brothers. Mr. Fitzgerald also served in the United States Navy between 1982 and 1990, prior to graduating summa cum laude from Southern Methodist University, where he was valedictorian of his class.
Carlos Aguilar Cancino
Head of Acquisitions and Fund Management, ABILIA (Mexico City)
Mr. Cancino is a Director and head of acquisitions and fund management at ABILIA. ABILIA is one of the largest, most institutional quality real estate developers in Mexico with projects across several asset classes including residential, multifamily for rent, mixed-use, office and Retail. ABILIA is a subsidiary company of Tresalia Capital, a Mexico City based single family office. Mr. Cancino is responsible for managing a fund dedicated to direct US real estate investments specifically. Prior to his role at ABILIA, he has held positions at Tresalia Capital, MHP Real Estate Services and PricewaterhouseCoopers. He holds a bachelor’s degree in Accounting and Finance from Tecnologico de Monterrey and has a Masters of Science in Real Estate from New York University.
Marand Capital +
Co-Founder, Marand Capital (Monterrey)
Marcelo M. Gutierrez is Co-Founder of Marand Capital which is a firm based out of Monterrey, Mexico. Marand focuses on managing investments primarily in the real estate and education industries. His work in the past 5 years has been about re-structuring the investments of Multigama Capital, his family´s company, and structuring an Education Fund for buying shools in Mexico. He operates a real estate investments company in the United States in several sectors, and a housing real estate company owned by Multigama. Currently he is involved in the structuring of an investment vehicle for real estate in the US. Before that he was director of operations and expansion for a supermarket chain for lower income areas in Mexico. Marcelo holds a degree in Industrial and Operations Engineering from The University of Michigan in Ann Arbor, and an MBA from IPADE Business School in Mexico.
Gonzalez Family Office +
Founder, Gonzalez Family Office (West Palm Beach)
Mr. Gonzalez founded the Gonzalez Family Office and is the CEO and Founder of Engineered Tax Services, Inc. (ETS). ETS is the country’s largest specialty tax engineering firm which specializes in the preservation of wealth and United States’ job creation through IRS engineering-based services to include research and development manufacturing tax credits, energy tax incentives studies, cost segregation deprecation studies for buildings, and disposition studies. Mr. Gonzalez started ETS in 2001 to bring specialized engineering tax studies to mainstream America, which have historically only been available to the Fortune 500 companies through the Big 4 National Accounting Firms. ETS has 16 offices nationally – one being in Texas - and is headquartered in West Palm Beach, Florida. In addition to ETS, Mr. Gonzalez started several other family operational companies including his family office, Gonzalez Family Office (GFO), Calle Gato Ocho (CGO), Engineered Venture Services (EVS) and Engineered Family Office (EFO). Gonzalez Family Office manages the Gonzalez family capital by investing primarily in real estate, private equity and venture capital. CGO owns and operates direct real estate investments in multi-family housing and office/mixed use real estate for the Gonzalez family. EVS was started to provide high-level due diligence in venture capital investing at affordable costs through the application of Prado principles. EFO provides a multi-family office environment for high end athletes and top entrepreneurs.
Federico Garza Santos
Desarrollos Delta +
Chairman, Desarrollos Delta (Monterrey)
Federico Garza Santos has over 20 years of experience in the construction and management of real estate portfolios. He is currently Chairman of the Board of Directors at Desarrollos Delta, and at Servicios MAPLE, S.A. de C.V.; additionally, he serves as a member of a number boards including: Board member of the Patronato de Administración, Founding Partner of the Ballet Artístico de Monterrey, A.C., VP of the Board of Prosuperación Familiar Neolonesa, A.C. (SUPERA). Mr. Garza holds a degree in Industrial and Systems Engineering from the Instituto Tecnológico de Estudios Superiores de Monterrey.
Texas A&M University +
Vice Chancellor, Business Affairs, The Texas A&M University System (Austin)
As Vice Chancellor for Business Affairs, Phillip Ray is responsible for all real estate development projects involving a public-private partnership, negotiation of operational efficiencies opportunities, financial accounting and reporting oversight, direction of tax and fiscal activities, financial functions related to the legislative appropriations process, annual operating budget process, Historically Underutilized Business (HUB) initiatives, Facilities Planning and Construction, and aircraft operations for the A&M System.
Daniel J. Healy
Civitas Capital +
CEO, Civitas Capital (Dallas)
Mr. Healy is founder and CEO of Civitas Capital Group, an investment management firm based in Dallas, Texas. Under his leadership since 2008, the firm has been recognized as one of the fastest growing companies in Dallas with assets under management of over $1.3 billion, invested primarily in real estate, lodging and related asset classes. Mr. Healy continues to be responsible for all facets of the firm’s strategic growth, bringing talent, expertise and a relentless focus on the customer to the its two operating divisions, Alternative Investments and EB-5 Capital. The growing Alternative Investments group focuses on managing global capital for insurance companies, pension funds, family offices and other clients, while the EB-5 Capital division has become an industry leader, frequently cited for its innovative public-private partnership with the City of Dallas Office of Economic Development. Today Civitas EB-5 Capital has an unparalleled reputation for quality and analytical rigor, and serves more than 1,200 individual investors from over 30 countries.
Investment Revenue Realty +
Co-Founder, Investment Revenue Realty (Vancouver)
For the past 25 years, Investment Revenue Realty co-founder and managing broker, Cynthia Aasen has specialized in helping individuals and businesses to develop real estate investment plans that match their goals and needs. Cynthia has a Bachelor of Commerce degree with a major in economics from the University of Calgary. She has helped more than 600 clients place over $200M in equity in real estate projects in Canada and the United States. Since investing in her first real estate property, Cynthia has developed a true passion and acumen for the real estate industry and the powerful wealth building tool it is. Cynthia has dedicated her professional career to helping investors acquire and grow a high-performance diversified portfolio in real estate.
Gloria Ponce de Leon & Hernandez +
Aldo Fabricio Barron is an international, real estate and corporate attorney who has specialized in international and domestic transactions. He focuses mainly in built to suit leases, sale leaseback, buying and selling real estate properties (industrial, commercial, office, housing), due diligence, merger and acquisitions, joint ventures, finance agreements, trusts, foreign trade and commerce, foreign investment, incorporation of companies, and corporate restructuring. He has been sought out to handle multi-million-dollar transactions that involved due diligence, drafting, closing and post administration of the portfolios. He represents Mexican clients in their investments in overseas properties, as well as foreign clients in their investments in Mexico. In addition, he has established subsidiary operations for foreign clients in Mexico, and established subsidiary operations for Mexican clients internationally. Prior to GP&H, Aldo Fabricio Barron was the corporate counsel for CPA Corporate Properties, LLC, before that he was the Norther Regional Legal Coordinator for BANORTE.
Luis Alfredo Cureño
AXA Investments Mexico (Mexico City) +
Mr. Cureño is Head of Investments, Real Estate, Loans and Alternatives in AXA Seguros México, he is responsible for the tactical implementation of the Fixed Income and Equity portfolio, the Real Estate strategy investment and portfolio growth and management, loans investment strategy, and the private equity opportunities research. His latest years of professional career have been primarily focused on the Mexico Real Estate financing market, REIT’s and Private Equity Funds, as a part of the Investments team and committees in worldwide leaders companies based in Mexico, as a key member to achieve and execute its financing and investing programs. His 21 years’ experience includes the participation into the accounting, marketing, management and finance teams in financial, automobile, information technology, services and retail industries. Mr. Cureño holds a Master in Finance degree at the Tec de Monterrey, an MBA and BA in Accounting from the National Polytechnic Institute
CoStar Group (Austin) +
Sam Tenenbaum is an experienced real estate professional specializing in market research and economics. He has written on numerous markets across the U.S. including major Texas metros and has been quoted in news publications such as the Washington Post and the Austin American-Statesman. He's often asked to speak at events by groups such as CCIM and the Texas Apartment Association, as well as regularly keeping CoStar's broker, investor, and lender clients up-to-date on the latest trends in the office, retail, multifamily, and industrial markets across Texas. He is a member of the Downtown Austin Alliance research group and has been a ULI member since 2012.
Pearlstone Partners +
CEO, Pearlstone Partners (Austin)
Robert Lee is an entrepreneur and CEO with a proven track record of successful real estate projects in the Central Austin area. With more than 35 years of commercial real estate experience, Robert has been responsible for over $500 million in transactions overseeing the development, construction, and sale of product types ranging from single-family, multi-family, condo, office, and light industrial. An active member of both the Austin Chamber of Commerce and the Greater Austin Asian Chamber of Commerce, Robert is heavily involved in civic and philanthropic causes that better his community. Recently, Robert’s business expanded to markets outside the Austin area and he looks forward to conquering future challenges as his business continues to grow.
One Real Estate Investment +
CEO, One Real Estate Investment (Miami)
Jeronimo Hirschfeld is the Founder, Chairman and CEO of One Real Estate Investment, with seats on the Boards of a number of highly successful Miami, Florida-based real estate-oriented companies. Mr. Hirschfeld's real estate portfolio includes ownership of over 5,500 multi-family units located in Texas and Florida. The portfolio also includes multiple commercial buildings and a master-planned 7-acre subdivision in North Florida. He has received numerous honors for his business acumen, including recognition by Haute Living magazine as “the Miami businessman and developer who can turn an empty space into an opportunity”. Most recently he was recognized by the prestigious Daily Business Review publication as 2016’s “Best Commercial Real Estate Developer of The Year” and “Best Multi-Family Developer of the Year”. DBR also recognized Mr. Hirschfield as 2014’s “Best Real Estate Developer of The Year”. A graduate of the University of Miami, with a BA in Business & Finance, Mr. Hirschfeld has for the past sixteen years been involved in virtually every sector of his chosen industry. Mr. Hirschfeld attended an exclusive Executive Real Estate Seminar at Harvard University’s School of Business.
Strategic Capital +
Jamie Garcia is the managing director for Strategic Capital in Mexico City. Strategic Capital is a family office Private Equity Real Estate Fund. We seek to create a positive economic impact and long term value for our investors, the companies we invest in, and communities in we work. We invest in companies with a proven business model and with clear growth opportunities.
The Aleman Velasco Family Office +
CEO, The Aleman Velasco Family Office (Mexico City)
Rafael Escalante holds a law degree from the Escuela Libre de Derecho in Mexico City and a master in financial analysis from the Universidad Carlos III in Madrid, Spain. He joined the Aleman Family Office in 2005, serving as its Executive Director for the last 5 years. In that term, the single family office has extended its services in wealth management to different branches of the family and is currently on the process of becoming a multi-family enterprise with the Aleman Family as its anchor. With its real estate holdings in the main touristic regions of Mexico as a lever in the development of business opportunities, the Aleman Family became a pioneer in the media sector in Mexico and for the last 13 years a leader in the aviation industry with Interjet.
Humphreys Capital +
Managing Director, Investor Relations, Humphreys Capital (Oklahoma City)
Ben Stewart is a Partner and Managing Director of Investor Relations for Humphreys Capital where he is primarily responsible for communicating fund strategy and performance and representing the firm’s investors in the investment process. In his prior roles, Ben directed the investment processes for two foundations. He formed the first investment team and constructed and established the investment process that turned The University of Oklahoma Foundation’s $1.5 billion portfolio into a top-decile ranked endowment. His responsibilities included managing the investment team to recommend asset allocation, perform due diligence, select managers, and monitor the Foundation’s portfolio which included dozens of private limited partnerships.
Jaime De La Garza
Trango Capital +
CEO, Trango Capital (Austin)
Mr. De la Garza spent 16 years abroad. He worked for Schlumberger from 1983 to 1990 based in Norway and Great Britain; for the International Finance Corporation from 1991 to 1995 in Washington, D.C.; and for Bechtel from 1995 to 1999, in the USA, Bolivia and Great Britain. He returned to Mexico in 1999 to form his own consultancy providing corporate and project finance consulting services. In 2003, Mr. De la Garza joined Corporate Properties of the Americas as Chief Financial Officer, and was promoted to Chief Executive Officer in 2013. Mr. De La Garza incorporated Trango Capital in 2016, to provide equity and debt raising services and to execute real estate developments, both in Mexico and the USA. He is an active member on multiple boards and has been invited to lecture on several occasions. Mr. De la Garza holds a Mechanical and Electrical Engineering degree from ITESM (Monterrey, Mexico) and an MBA from INSEAD (Fontainebleau, France). He lives and works both in Monterrey, Mexico and Austin, Texas.
View Capital Advisors +
Managing Director, View Capital Advisors (Dallas)
Jaime Palmer is a founder partner of View Capital RIA LP founded in 2004. View Capital RIA LP takes pride in giving high-net-worth clients the benefit of a different approach. One founded on a commitment to objectivity, constant learning and a comprehensive understanding. We help you discover and achieve your objectives, identify and manage risks, then organize and invest your assets wisely. We also assist you with navigating the complexity of personal, professional and family life. And we provide the personal touch, responsiveness and local presence you won’t often find at larger firms. Prior to View Capital Advisors, Jaime was a Director at Deutsche Bank Alex. Brown in Dallas, where his responsibilities included developing the office’s International Private Client platform, managing in excess of several hundred million dollars for both US & non-U.S. clients. He was also responsible for developing new financial strategies to meet the needs of international investors.