Hit the Road Jack: the China Factor

As global competition reshapes markets, North America faces strategic decisions around foreign investment, industrial policy, and supply chain resilience. The growing presence of investment from outside the region is transforming key industries and raising concerns about market access, tariff circumvention, and strategic dependencies. At the same time, these investments are contributing to job creation, industrial development, and expanded production capacity across the region.


This session will assess how these dynamics are impacting trade, manufacturing, and investment decisions in North America. Speakers will examine the risks and opportunities for businesses, the regulatory responses taking shape, and the potential for the U.S., Mexico, and Canada to align strategies that protect critical sectors while keeping the region competitive.

  • Glenn Hamer

    President and CEO
    Texas Association of Business

  • Jorge González Henrichsen

    Co-CEO and Head of Business Development
    The Nearshore Company

  • Julián Ventura

    Former Deputy Secretary of Foreign Affairs
    Former Ambassador
    of Mexico to China

  • Valeria Moy

    NCF25 FELLOW
    Executive Director
    IMCO

  • Jason Marczak

    Vice President and Senior Director, Adrienne Arsht Latin America Center
    Atlantic Council

    MODERATOR

The gallery and video will be available in November 2025.