Event Programme

Programme Timings

0830 - 0900	Registration & Refreshments
0900 - 0905	Chairman’s Introduction & Welcome
0910 - 0950	Boardroom Session 1
0955 - 1035	Boardroom Session 2
1035 - 1050	Coffee
1055 - 1135	Boardroom Session 3
1140 - 1220	Boardroom Session 4
1225 - 1305	Boardroom Session 5
1305 - 1400	Lunch

Boardroom sessions run in five simultaneous groups with the delegates remaining in their allocated seminar rooms and the speakers moving sequentially between rooms to deliver their presentations to each group in turn.

Please see below for details about the presentations on the day.

Nick Robinson – Investment manager, Global Emerging Markets Equity Team
Aberdeen

Global Emerging Markets: capturing the corporate governance premium
Dramatic falls in asset prices across GEMs over recent months present attractive opportunities for the forward-looking investor but these opportunities are not without their risks.
In GEMs, issues such as transparency, political risk and conflicts of interest between major and minority shareholders can conspire to undermine a stock’s potential to contribute to your clients’ wealth creation aspirations.

Guido Stiel – Portfolio manager
Allianz Global Investors Emerging Markets Team

BRICs - Architects of the New World
Despite the current market turbulence, we believe the key themes driving the BRIC economies are intact. Once things stabilise in the global financial markets investors will start to realise the BRIC markets are, in the long term, more resilient to a downturn. Global themes of infrastructure, domestic demand, eco technology and intra-BRIC trade offer great investment opportunities in, what are still, the fastest growing economies in the world. The world's economic landscape is being redrawn - and BRICs are the architects.

Liesbeth Rubinstein – Fund Manager, Global Emerging Markets
Invesco Perpetual

Emerging Europe is an investment opportunity for the long term. The region offers exposure throughout the value-chain as well as sectoral and geographic diversification. Macro-economic transformation and improved policy making has created a platform for healthy growth, evident both at the country and corporate levels. Whilst stock markets in the region are yet to reflect its full economic potential, strategic investors are actively committing capital, buying stakes, forming joint ventures. The presentation then explores 3 main investment themes of the region - i) consumption, ii) infrastructure, and iii) the advantages of a regional approach. Liesbeth will conclude with a look at valuations.

François Théret – Portfolio Manager, Emerging European Equities
Natixis Global Associates

Emerging Europe…….beyond Petroleum
When you think Emerging Europe, you think Russia, Oil and Gas. We would like to introduce you to a broader vision of Emerging Europe with evidence of increased economic diversification and new investment opportunities.

Wilfred Sit – Regional Chief Investment Officer, Asia Pacific
Mirae Asset Global Investments

Focus on Asia: What is the long term investment case for Asia?
This presentation will focus on the long term structural case for Asia and the near term outlook. It will also present investment themes.

Click here to register