Carolina Millan
Showing 1–2 of 2 transcripts.
- Milken Institute45 min
Connecting Global Markets: Navigating Risk to Unlock Growth | Global Investors' Symposium MX City
Carolina Millan, Mary Ng, Len O'Donnell, Wolfgang Schwerdtle, Pablo Sprenger
A panel of international stakeholders, including Canadian official Mary, affirmed that the USMCA framework will remain the cornerstone of North American trade while advocating for a dual strategy of strengthening trilateral ties and deepening Canada-Mexico bilateral relations. Experts highlighted a massive capital opportunity driven by Mexico's pension system, projected to reach $1 trillion by 2035, which could unlock growth in infrastructure, energy transition, and private credit sectors despite current concerns regarding regulatory predictability and the rule of law. To capitalize on these nearshoring trends, investors and governments are urged to forge long-term local partnerships and establish stable regulatory environments that can sustain multi-decade investments in logistics, technology, and grid resilience.
- Milken Institute45 min
The Private Equity Edge | Global Investors' Symposium Mexico City 2024
Carolina Millan, Luis Cervantes, Pablo Coballasi, Christine Kenna, Scott Sobel
General Atlantic and regional investors are leveraging a $4 billion annual venture capital market in Latin America, characterized by a 20x growth since 2010 and a strategic shift toward local capital and women-led enterprises. With private valuations down 65% from 2021 peaks, the sector is capitalizing on nearshoring trends and a $50 billion energy transition gap through diversified exit strategies involving IPOs, secondaries, and active M&A. Looking toward a 2026 liquidity window, the investment community anticipates sustained growth driven by Mexico's engineering talent, expanding pension funds, and a stable regulatory environment under President Claudia Sheinbaum's administration.