2010 ULI Mexico Annual Conference Building the Future in an Era of Change: Trends and Opportunities for Mexico Real Estate

Transcription

1 2010 ULI Mexico Annual Conference Building the Future in an Era of Change: Trends and Opportunities for Mexico Real Estate November 3 5, 2010 Fairmont Mayakoba Hotel Riviera Maya, Mexico Wednesday November 3 Program: Dress Code: Resort casual wear 12:00 7:00 Workshop Seminar on the Application of Best Practices in the Mexican Resort Real Estate Industry A special one-day Workshop is being organized on an invitation-only basis for attendees at the forthcoming ULI Mexico Annual Conference. As throughout North America, the resort real estate (and tourism) industry in Mexico is in a state of transition. Some developments are realizing success, gut a larger portion are encountering challenges in their financial performances. The economic problems of the U.S. have extended to Mexico consumers motivations, lifestyles and discretionary decision-making are constantly changing; new products and opportunities are forever being introduced and demanded, etc. In light of these challenges and opportunities, the primary purpose of the Workshop is to bring the concept of best practices to the Mexico resort real estate industry. Such best practices range from setting the proper foundation in terms of product, pricing and positioning, to making realistic financial projections, to financing, to marketing, to sales, to operations, to monitoring and beyond. Best practices employ state-of-the-art approaches to all components that make up a successful resort in today s ever-changing conditions. The organizers and primary speakers at the Workshop are widely respected throughout North America and beyond for their professional experience in the resort real estate industry. They resided in both Mexico and the U.S. Collectively, they have over 200 years of applied expertise. They include officers of Leisure Partners, Ragatz Associates, Baker Hostetler and The Big Idea Company. Seondary speakers include ones from Fairmont Hotels and Resorts, Bancomext, Interval International and Resort Condominiums International.

2 Place: Banyan Tree Mayakoba Hotel Mayapan Salon 12:00 1:00 Registration and Buffet Lunch 1:00 1:15 Welcoming Remarks and Objective of Workshop Carlos Santacruz ULI Mexico Chair 1:15 2:00 General Overview of Recent Trends in the Resort Real Estate Industry in Mexico John McCarthy, Leisure Partners, Moderator and Presenter Gerardo Corona Gonzalez, Bancomext 2:00 2:45 Setting the Proper Foundation Primary Products in Today s Market Advantages and Disadvantages of Each Product Critical First Step of a Feasibility Analysis Importance of Consumer Research and a Listening Ear Estimating Financial Performance o Richard Ragatz, Ragatz Associates 2:45 3:15 Fitting the Pieces Together: Selected Case Studies Creating Synergies From Multiple Products Need for Flexibility, Change and Currentness Factors That Attract Brands and Investors o Gustavo Ripol, Leisure Partners, Moderator and Presenter o David Shaklee, Fairmont Hotels and Resorts (Mayakoba and Acapulco) o John Searby, Banyan Tree 3:15 3:45 Coffee Break 3:45 4:15 Setting the Legal Foundation Current Practices Enhancements To Consider o Rob Webb, Baker & Hostetler o Cesar Ochoa Reyes, Enriques, Gonzalez, Aguirre y Ochoa, S.C. 4:15 5:00 Marketing Best Practices The Genetic Code That Ensures Survival Sound Process Superior market insight Winning strategy Risk mitigation Better accountability The marketer s blueprint The Intelligence Platform What you need to have How to go about getting it o Len Silverfine, The Big Idea Company 5:00 5:30 The New Paradigm in Sales Core-Centric Marketing Creating Word-of-Mouth The Inner Circle Building buy-in Identifying the vital few Leveraging relationship

3 Tipping the market in your favor Selling vs. Storytelling: Salesmen vs. Storytellers The future model A Continuing Process o Len Silverfine, The Big Idea Company o Gustavo Ripol, Leisure Partners 5:30 6:00 Beyond Brick and Mortar Understanding Today s Consumers Motivations and Trigger Points What Comprises a Lifestyle Product Ancillary Amenities, Service and Benefits o Richard Ragatz, Ragatz Associates o Len Silverfine, The Big Idea Company 6:00 6:30 Current Financial Conditions for Mexico s Tourism and Resort Real Estate Industries o Gerardo Corona Gonzalez, Bancomext o John McCarthy, Leisure Partners o Blanca Rodríguez, DTZ Rockwood 6:30 7:00 Wrap-Up and Audience Q & A Rob Webb, Baker & Hostetler, Moderator Note: The workshop is independent of the main program of the conference, if you wish to attend please fill out the workshop registration form attached. 8:00 10:00 Welcome Cocktail Place: Fairmont Mayakoba Hotel Las Olas Bar near at main swimming pool Thursday November 4 8:00 9:00 Registration and Breakfast Place: Lawn Terrace 9:00 9:15 Conference Opening Remarks Place: Riviera I Salon The ULI Mexico Council Chair will welcome all attendees, and provide a short introduction of this year s conference, presenting the main features of the two - day program. Presenter: Carlos Santacruz Principal (ULI MX Council Chair) Insights 9:15 10:45 The Birth of Local Capital Markets In Mexico. Currently Mexico enjoys unprecedented macroeconomic stability, the highest reserves in history and a strong, well capitalized and well organized pension system. Pension savings represent a great opportunity to lever the development of the country and function as a prosperity creator. In this panel we will hear the origins of the CKDs, predicitions about its future development

4 as well as the expected outcome of the instrument in the capital markets horizon. Moderador: Guillermo Babatz (Invited) Presidente Comisión Nacional Bancaria y de Valores Panelists: Pedro Ordorica Leñero (Invited) President Comisión Nacional del Sistema de Ahorro para el Retiro Oscar Franco (Invited) Executive President Asociación Mexicana de Administradoras de Fondos de Ahorro para el Retiro 10:45 11:00 Coffee break Place : Lawn Terrace 11:00 12:30 CKDs: A new and exciting instrument for financing Real Estate and Infrastructure with local capital. Place: Riviera I Salon We will hear an asset manager, a gatekeeper and a fundraiser share their experiences with CKDs. The panelists will examine each step of the process and provide suggestions about how to approach it. Moderator: Blanca Rodríguez (ULI MX Chair of Tourism Committee) Managing Director Rockwood y Asociados Panelists: Jonathan Davis Partner Proyectos Estratégicos Integrales Carlos Michel Director HSBC Global Asset Management Luis Gutiérrez (Invited) Director General AMB Properties México

5 12:30 12:45 Coffee break Place : Lawn Terrace 12:45 14:00 Keynote Conference Institutional Investment in Latinamerica Place: Riviera I Salon Keynote Speaker Javier Faus CEO & Managing Director Meridia Capital Barcelona, Spain Dress Code: Resort Casual wear 14:00 17:00 Lunch Buffet: All attendees will meet to socialize, discuss projects, make new contacts and friends, and mingle with colleagues and acquaintances, all while enjoying an informal food. Place: Adult Pool at the main pool area Dress Code: Shorts,swimming suit, hats, caps, tennis shoes, sandals 8:30 12:00 Networking Dinner All attendees will meet to socialize, discuss projects, make new contacts and friends, and mingle with colleagues and acquaintances, all while enjoying a tasting of a variety of Maya cuisine, and Mexican Trio. Place: Banyan Tree Mayakoba Hotel Saffron Restaurant 7:30 8:30 p.m. - Pick up site at Fairmont Hotel Place: Hotel lobby 10:00 11:00 Pick up site at Banyan Tree lobby Place: Hotel lobby Dress Code: Business casual Friday November 5 9:00 10:00 Breakfast Place: Lawn Terrace 10:00 11:30 Keynote Conference: Place:Riviera I Salon Keynote Speaker Fernando Rovzar Diez Barroso (Invited) Director and Founder of Lemon Films

6 11:30 11:45 Coffee break Place: Lawn Terrace 11:45 13:15 Outlook for 2011 for different RE Asset Classes: Housing, Industrial, Tourism and Retail This panel will analyze the conditions that real estate developers, financers, investors and consumers will face in Moderator: Fernando Vázquez (ULI MX Programs Vice Chair) Principal Creditaria Adaugeo Panelits: Housing: Germán Ahumada Russek President of the Board Grupo ARA Industrial: Alberto Chretin President AMPIP Tourism: John McCarthy Princial Altavista Partners Commercial: Jerónimo Gerard (Invited) Principal Mexico Retail Properties 1:15 2:15 The Image of Mexico Beyond its Borders: Challenges and Opportunities Keynote Speaker Senator Pedro Joaquín Coldwell President of the Constitutional Points Commission Member of the Tourism and Justice Commissions Dress Code: Resort Casual wear 2:15 2:30 Closing Remarks 3:00 5:00 Networking Lunch Place: Lawn Terrace

7 SIMULTANEOUS TRANSLATION Sponsorship Opportunities Contact: Alejandra Villarroel ULI Mexico Coordinator Phone Fax WORKSHOP INFORMATION Complete and send back attached registration form CONFERENCE REGISTRATON Complete and send back attached registration form NETWORKING EVENTS Complete and send back attached registration form HOTEL INFORMATION ULI Mexico Group Rates: Single Occupancy $2, Mexican pesos/night Double Occupancy $2, Mexican pesos/night Taxes including Telephone: Contact Group Reservations: Marco Perez Rates valid from 31st October to 8th November Reservations must be done on or before October 18th to validate group rates. Cancellations must be done at least 72 hours prior arrival to not incur penalization. Reservations done after the 18th are subject to availability ULI Mexico Annual Conference This year meeting attendees will: Increase opportunities to make business connections during daily networking events. Conferences each with take-home value that will give you and your organization a competitive edge. All meals and networking events are included in the conference ticket. Speakers and panelists will share up-to-the-minute insight on the trends shaping our industry and the Mexican economy. Only ULI Mexico brings together developers, investors, top leaders, lenders, and professionals from all sectors of the real estate industry. The ability to conduct your business in one place, with one meeting, is more valuable now than ever.

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