Dear Mexico Stakeholder:

On July 1, Andrés Manuel López Obrador (AMLO) was elected to become the next president of Mexico in a landslide victory that also solidified his party’s grip on the federal and many state governments. It is not an exaggeration to say that the future of Mexico and of U.S.-Mexico relations has never been more important, and, in many ways, more uncertain. At Monarch Global Strategies, understanding trends in Mexico’s economic, political, and business environment is at the core of everything we do. In the wake of AMLO’s historic election, we are optimistic that he will govern responsibly, but there is no question important change is coming to Mexico.

To prepare for this change, all companies and entities investing or doing business in Mexico—no matter how experienced they may be—need to carefully review their position and plans in the country, think critically about their government relations strategy and approach, and evaluate how their operations could be impacted in the new political environment. At the same time, they need to be able to effectively sort through the vast amount of open-sourced information that is being reported—not all of it accurate—to distinguish what is truly important and insightful from what is just political “noise” in the background.

With so much on the line for companies doing business in Mexico, and to assist those with an interest in U.S.-Mexico relations, Monarch is launching the AMLO Transition Report, a subscription-based service that will provide professional analysis and information on the new administration, its people and policies, and its impact as it takes office. For the next five months—covering the entire transition period and first days after the AMLO Administration begins on December 1—the AMLO Transition Report will provide:

• A bi-weekly, succinct, subscription-only newsletter starting July 15 and ending December 15 (11 issues in total);
• A professional summary of the most important news and information related to the new government in Mexico;
• Proprietary analysis and insights from Monarch’s professionals based on our own contacts and relationships with leaders in the incoming administration;
• Detailed biographical profiles of key administration leaders;
• Proprietary analysis and insights into AMLO’s proposed policy initiatives by sector; and
• Access to Monarch principals and professionals (including our Chairman, Ambassador James R. Jones, and our CEO, Michael C. Camuñez) via scheduled monthly conference calls for direct consultations on issues of interest to subscribers.

The AMLO Transition Report will be available on a subscription basis for $795 per month for a five-month subscription, commencing July 15 and running through December 15. The newsletter and monthly conference calls will be provided free to existing Monarch clients.

Who should consider subscribing to the AMLO Transition Report?

• Companies operating in Mexico;
• Companies importing from or exporting to Mexico;
• Investors, including Private Equity Funds, Hedge Funds, and Family Offices, with existing or potential investments in Mexico;
• Trade Associations and other stakeholders with interests in Mexico, NAFTA, or the U.S.-Mexico relationship; and
• Academic and research institutions with an interest in Mexico.

If you are interested in subscribing, please reply to this email or contact gjones@monarch-global.com.