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With an anticipated tightening of government bond rates, institutional investors have reviewed their risk appetite creating renewed interest in emerging markets as they seek out yield generating opportunities. However, market volatility not just in developed but also emerging markets has re-highlighted the need for vigilance in the selection of investment opportunities to mitigate unforeseen risks.

The fourth annual Investing in Emerging Markets, North America report brings together a cross section of influential pension plan and foundation group representatives. Key issues the report will address include: making the choice between a cautious or adventurous approach to emerging markets, allocating regionally or country specific and spotting high yielding opportunities, amongst other key topics.

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Investment opportunities in a landscape of geopolitical uncertainty and growing protectionism

SECTION 1

THE EMERGING MARKETS BOUNCE BACK

1.1 INTERVIEW: What has brought emerging market sovereign debt and the “fragile five” back from the dead?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewees:

Mike Rosborough, Senior Portfolio Manager, Global Fixed Income, CalPERS

Scott Grimberg, Portfolio Manager, CalPERS

1.2 INTERVIEW: Investing in emerging markets – this time it’s different

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Geoffrey Wong, Head of Global Emerging Markets and Equities, Asia Pacific, UBS Asset Management

1.3 WHITE PAPER: The evolution of China – why it needs to be in every investor’s portfolio

Contributor:

Hayden Briscoe Head of Fixed Income Asia Pacific UBS Global Asset Management

SECTION 2

RISK MANAGEMENT AND ALLOCATION DECISIONS

2.1 INTERVIEW: Should investors feel confident to invest in the emerging markets?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Harry G. Broadman, Director, Council on Global Enterprise and Emerging Markets Senior Fellow, Foreign Policy Institute Johns Hopkins University

2.2 INTERVIEW: Going beyond your borders: Governance models favoring home bias can be excessively risky for a portfolio

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Terri Troy, Chief Executive Officer and Chief Investment Officer, Halifax Regional Municipality Pension Plan

2.3 INTERVIEW: Are emerging markets gaining traction in the defined contribution world?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Ron Virtue, Director, Investments, JM Family Enterprises

2.4 INTERVIEW: China’s First Downgrade Since 1989 and the Risk for Investors

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Ivan Chung, Associate Managing Director, Moody’s Investors Service

Martin Petch, VP-Sr Credit Officer, Sovereign Risk Group, Moody’s Investors Service

SECTION 3

INVESTMENT STRATEGIES AND NEW ASSET CLASSES

3.1 INTERVIEW: Escaping the squeeze: Looking for yield in emerging market corporate debt

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Joaquin Lujan, Director of Rates & Credit, Public Employees Retirement Association of New Mexico

3.2 INTERVIEW: Impact Investing: The crossroads of emerging market and social investing

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Xavier Briggs, Vice President, Economic Opportunity and Markets, The Ford Foundation

3.3 INTERVIEW: What is driving the demand for private equity in the emerging markets?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Anita George, Executive Vice President of Growth Markets, Caisse de Depot et Placement du Quebec

Mike Rosborough

Senior Portfolio Manager, Global Fixed Income, CalPERS

Scott Grimberg

Portfolio Manager, CalPERS

Geoffrey Wong

Head of Global Emerging Markets and Equities, Asia Pacific, UBS Asset Management

Terri Troy

Chief Executive Officer and Chief Investment Officer, Halifax Regional Municipality Pension Plan

Ron Virtue

Director, Investments, JM Family Enterprises

Joaquin Lujan

Director of Rates & Credit, Public Employees Retirement Association of New Mexico

Xavier Briggs

Vice President, Economic Opportunity and Markets, The Ford Foundation

Hayden Briscoe

Head of Fixed Income Asia Pacific, UBS Global Asset Management

At UBS Asset Management we take a connected approach to helping you answer your global investment challenges. With $732 billion in assets under management we offer a comprehensive range of active and passive investment styles and strategies across both traditional and alternative asset classes and markets designed to meet your needs.

With 14 consecutive years of positive third-party institutional net flows, PGIM, the global asset management businesses of Prudential Financial, Inc., ranks among the top 10 largest asset managers in the world with more than $1 trillion in assets under management as of June 30, 2017. PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including fundamental equity, quantitative equity, public fixed income, private fixed income, real estate and commercial mortgages. Its businesses have offices in 16 countries across five continents. For more information, please visit pgim.com.

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.

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