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Despite some challenging macro economic trends, shifting commodity prices and pockets of currency volatility, emerging markets remain a vital diversification tool. To harness their potential and boost portfolio returns, investors must think smartly if they are to identify where local currency opportunities will win out and what emerging market opportunities can add weight to their equity portfolio.

The second annual Investing in Emerging Markets, North America report brings together senior contributors from institutional asset owner groups to unpack and explore the various factors driving emerging market performance today.

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SECTION 1

TRACKING MACROECONOMIC DRIVERS

1.1 CASE STUDY: Challenging conventional wisdom in emerging markets

• Stephen Kwa, CFA, Senior Client Portfolio Manager, Schroder Investment Management North America

• Michael O’Brien, Ph.D., Research Analyst and Portfolio Manager, Schroder Investment Management North America

1.2 INTERVIEW: How are shifting sands in the commodity landscape simultaneously hindering and helping emerging market performance?

Interviewer:

• Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

• Roman Matkiwsky, Director, Energy & Infrastructure, Black Sea Trade and Development Bank

1.3 ROUNDTABLE: Should asset owners seek private or public investments for maximised risk adjusted returns?

Moderator:

• Noel Hillmann, Managing Director, Clear Path Analysis

Panelists

• Patrick Roy, Portfolio Manager, Public Assets, Canadian Medical Protective Association

• Roger Leeds, Director of the Center for International Business and Public Policy, John Hopkins University

• Hemal Naran, Head of Investment, Government Employees Pension Fund (GEPF)

SECTION 2

HOW WILL THE CURRENCY PENDULUM SWING?

2.1 ROUNDTABLE: How should emerging market debt be apportioned between dollar denominated and local currency allocations?

Moderator:

• Hubert Danso, Chief Executive Officer and Vice Chairman, Africa Investor

Panelists:

• Andrew Russell, Head of Fixed-Income Investments, The Pension Boards – UCC

• Ravi Vish, Director and Chief Economist, Multilateral Investment Guarantee Agency, World Bank

• Allen Huang, Director of Fixed Income, Indiana Public Retirement System

SECTION 3

EXTRACTING THE EQUITY VALUE PROPOSITION

3.1 EXPERT DEBATE: Despite decoupling and U.S. equities rebounding how can emerging markets still boost the overall equity portfolio?

Moderator:

• Padraig Floyd, Independent Journalist

Panelists

• Amy Falls, Chief Investment Officer, Rockefeller University

• William “Will” Chau, Senior Manager, Retirement Investments, Intel Corporation

Andrew Russell

Head of Fixed Income Investments / The Pension Boards – UCC

Amy Falls

Chief Investment Officer / Rockefeller University

AXA Investment Managers is a multi-expert asset manager, offering investment expertise across a broad range of asset classes. We have a clear understanding of the specific issues facing pension schemes and have experience of building relevant, resilient and customised investment solutions investment solutions to meet their needs.

Schroders is the largest listed, independent asset manager in Europe, managing £313.5 billion* of assets. We have one of the largest global networks of any dedicated asset manager with 37 offices in 27 countries and more than 3,800 employees. We manage in excess of £47 billion* in insurance assets worldwide of which more than £30 billion* is for insurers regulated by Solvency II. Many of our mandates are bespoke outsource solutions where we provide innovation and technical expertise to solve the investment, risk, capital, ALM and regulatory challenges faced by clients seeking to improve the quality of their investment proposition within a fee budget.

*As at 31 December 2015

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

Alpha Journal is a digital publication with a global focus on alternative investment funds targeted at a readership of institutional investors and asset managers. The editor, Margie Lindsay, created a reputation while executive editor of Hedge Funds Review for producing well­-written, authoritative content, with access to the biggest names in the industry and an eye on exciting emerging managers.