EVENT DESCRIPTION

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

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SPONSORS


Keynote speaker

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Antonio Luis Ferre Rangel
CEO, Grupo Ferre Rangel, Kingbird Properties (Puerto Rico) +

As CEO, Antonio Luis is leading a revolutionary expansion of the real estate business and integrating visionary property concepts and new technologies to the GFR family of assets, with a focus on growth and development. Previously, he was in charge of new business development and managed the operation of GFR business holdings in and outside of Puerto Rico. In 2002, he joined Grupo Ferré Rangel as Vice President of Strategic Planning. He started his career in 1992 at the Puerto Rican Cement where he was appointed to the positions of Vice President of Operations and Strategic Planning in 1996, Executive Vice President in 1998 and Chief Operations Officer in 2001. Trustee, Baldwin School of PR | Trustee Luis A. Ferré Foundation | Board of Directors, Center for the New Economy | Board of Directors, Agenda Ciudadana. BS, Natural Science, SACRED HEART UNIVERSITY | Master's degree, Business Administration, SUFFOLK UNIVERSITY in Boston, MA.


Speakers

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Tom Masthay
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.

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Julio Gonzalez
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.

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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.

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Jaime Garcia
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.

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Drew Dolan
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.

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Charles Haddad
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.

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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.

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Carlos Aguilar Cancino
ABILIA +

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.

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Marcelo Gutierrez
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.

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Julio Gonzalez
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.

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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.

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Phillip Ray
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.

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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.

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Cynthia Aasen
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.

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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.

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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

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Sam Tenenbaum
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.


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