SECTION 1

THE CHINA STUDY: UNDERSTANDING A NEW ERA FOR EMERGING MARKETS WITH CHINA AS A FOCAL POINT

1.1 INTERVIEW:
What kind of an effect will China have on developed and emerging markets?

Interviewer:

• Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

• Neil Shearing, Chief Emerging Market Economist, Capital Economics

1.2 WHITE PAPER:
Reasons to reconsider Emerging Markets in your portfolio

• Peter Varga, Senior Fund Manager, Erste Asset Management

SECTION 2

THE FEDERAL RESERVE RATE RISE

2.1 EXPERT DEBATE:
Impact of the Federal Reserve raising interest rates on emerging markets: The opportunities and risks

Moderator:

• Zara Amer, Head of Content, Clear Path Analysis

Panellists:

• Rachel Ziemba, Managing Director of Research, Emerging Markets, Roubini Global Economics
• Alexander Plekanov, Associate Director, Deputy Director of Research, EBRD

2.2 ROUNDTABLE:
Capital outflow in leading emerging economies: Is the worst over and what will be different in the next era of economic growth?

Moderator:

• Hubert Danso, Managing Director, Vice Chairman, Africa Investor Group

Panellists:

• Mark Gull, Head of Fixed Income, Pensions Insurance Corporation
• Gerhard Winzer, Chief Economist, Erste Asset Management

SECTION 3

MANAGING RISK: FACTORS PUTTING INVESTORS OFF

3.1 INTERVIEW:
The impact of emerging market currency depreciation on global trade

Interviewer:

• Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

• Ingrid Tharasook, Associate Director, Investment Strategy, Coutts

3.2 INTERVIEW:
How to avoid volatility – Best practices in alternative investment for private markets

Interviewer:

• Hubert Danso, Managing Director, Vice Chairman, Africa Investor Group

Interviewee:

• Yvonne Bakkum, Managing Director, FMO Investment Management B.V

SECTION 4

NEW MARKETS TO INVEST AND GROW

4.1 INTERVIEW:
New regulations stifling growth potential in developing markets

Interviewer:

• Hubert Danso, Managing Director, Vice Chairman, Africa Investor Group

Interviewee:

• Janet Hyde, Investment Specialist, Trade Finance Program, Asian Development Bank

SECTION 5

SOCIAL ENTERPRISE IN EMERGING MARKET COUNTRIES

5.1 INTERVIEW:
ESG possibilities in Emerging Markets and the challenges in implementing ESG filters on Emerging Market portfolios

Interviewer:

• Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

• Dominik Benedikt, ESG Senior Strategist, Erste Asset Management

5.2 INTERVIEW:
Impact investing in emerging markets: The threat of geopolitical uncertainty

Interviewer:

• Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

• Inger Huus Pedersen, Head of Fixed Income & ESG, PKA