Milken in Mexico: LATAM's Digital Revolution as an Opportunity

We recently participated in the Milken Institute Global Investors’ Symposium in Mexico City. The event, themed Connecting Global Markets: Navigating Risk to Unlock Growth, successfully spotlighted Mexico's growing influence and its expanding role as a destination for global capital and innovation.

Our Founding Partner, Scott Sobel, contributed to the Symposium by joining a key panel: “Empowered Consumers, Disruptive Tech: Latin America’s Digital Revolution.” It was an excellent discussion, bringing together leaders who are actively shaping the digital future of the region. Scott was joined by Ruben Coppel of BanCoppel and Afore, Leandro Cuccioli of Mercado Libre, and Blanca Trevino, President and CEO of Softtek, with the conversation expertly guided by moderator Enrique Acevedo of CBS and Televisa.

The panel explored how technology is fundamentally democratizing access across Latin America. The rapid shift we are seeing is not merely theoretical; it is a mass movement reshaping financial services, healthcare, and commerce. This transformation is driven by a dynamic consumer base that is increasingly fluent with digital tools.

Scott Sobel highlighted the fundamental thesis driving our commitment to the region. He emphasized that the market opportunity lies in the inherent structural landscape: “Thematically, there are big opportunities across the Americas, and some of the things that are exciting us are massive markets that are extremely inefficient, where you can put in technology.” This is where founders can truly “redefine applied technology” by building solutions that address fundamental inefficiencies at scale.

This confidence in long-term outcomes is building a resilient ecosystem. The presence of global funds, and the acceleration of local expertise all contribute to a growing environment where success begets more success. As Scott noted, this increasing commitment is rooted not just in optimism but in real proof points: “It’s not just perception but it’s confidence. Confidence comes from outcomes. Other big outcomes that you will be hearing about... it’s coming.” This momentum is attracting “all the talent that is here and funds, opening offices, building more talent.”

This perspective aligns directly with our investment strategy. We see the convergence of demographic strength and technological adoption as a long-term, secular opportunity that is still in its early chapters.

We were pleased to represent the investment community and exchange insights with such an accomplished group of peers. We look forward to seeing the continued momentum in Mexico as it further solidifies its role as a key player in the global technology landscape.