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The bull market in the US has spilled over into other global economies, including the emerging markets. Investors are seeking to place their capital in assets that will offer stability and growth, even in the face of a market correction. And since the emerging markets have evolved over the last decade, since the Financial Crisis, investors must use a new lens to determine what these new areas of return and growth are.

The 4th annual Investing in Emerging Markets, North America 2018 report will bring together senior officers from institutional asset owner groups to unpack and explore the various factors driving emerging market performance today. Contributors will assess how to harness their potential and boost portfolio returns through thinking smartly where to allocate and how to achieve true diversification.

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Searching for long-term growth opportunities in maturing, evolving economies

SECTION 1

FINDING THE RIGHT STRATEGY

1.1 ROUNDTABLE: Are emerging markets offering better value relative to similar assets in developed markets?
Interviewer:
David Grana, Head of North American Media, Clear Path Analysis
Interviewee:
CONFIRMED: Kashif Siddiqui, Chief Investment Officer, CRICO

1.2 INTERVIEW: The evolution and growth of emerging markets and investment strategies
Interviewer:
David Grana, Head of North American Media, Clear Path Analysis
Interviewee:
CONFIRMED: Sophia Whitbread, Investment Manager, Emerging Markets, Newton Investment Management

1.3 WHITE PAPER: China’s growing influence on global markets and economies
CONFIRMED: Continuum Economics

1.4 INTERVIEW: Real estate investment strategies in the emerging markets
Interviewer:
David Grana, Head of North American Media, Clear Path Analysis
Interviewee:
CONFIRMED: Robert Sessa, Head of Real Estate, Employees’ Retirement System of Texas

1.5 INTERVIEW: Investing in a world of rising rates, a stronger dollar and structural global economic changes
Interviewer:
David Grana, Head of North American Media, Clear Path Analysis
Interviewee:
CONFIRMED: Don Lindsey, Chief Investment Officer, American Institutes for Research

1.6 INTERVIEW: Using investment capital to make a social impact in emerging markets
Interviewer:
David Grana, Head of North American Media, Clear Path Analysis
Interviewee:
CONFIRMED: Dhaval Patel, Investment Manager, Tides Foundation

1.7 INTERVIEW: The potential impact of trade wars on emerging market investments
Interviewer:
David Grana, Head of North American Media, Clear Path Analysis
Interviewee:
CONFIRMED: Jerry Davis, Chief Investment Officer, Piedmont Family Office

1.8 INTERVIEW: What is the secular emerging markets growth story and who are the rising stars?
Interviewer:
David Grana, Head of North American Media, Clear Path Analysis
Interviewee:
CONFIRMED: Timothy Reynolds, Portfolio Manager, Employees’ Retirement System of Texas

1.9 WHITE PAPER: How environmental, social and governance (ESG) strategies fit into an emerging markets portfolio
CONFIRMED: Bryan Carter, Head of Emerging Market Fixed Income, BNP Paribas Asset Management

SECTION 2

NEW MARKET POTENTIAL

2.1 INTERVIEW: Will alternative credit’s explosive growth continue its path into emerging markets?
Moderator:
David Grana, Head of North American Media, Clear Path Analysis
Panelists:
CONFIRMED: Nick Smith, Associate Director, Private Credit Regulation, Alternative Investment Management Association (AIMA)
CONFIRMED: Justin Ferrier, Co-Chair, Asia-Pacific Committee, Alternative Investment Management Association (AIMA)
CONFIRMED: Barry Lau, Co-Chair, Asia-Pacific Committee, Alternative Investment Management Association (AIMA)

2.2 WHITE PAPER: The impact of artificial intelligence on emerging markets
CONFIRMED: Quang Nguyen, Head of Global Emerging Markets Equities, BNP Paribas Asset Management

Kashif Siddiqui

Chief Investment Officer, CRICO

Sophia Whitbread

Investment Manager, Emerging Markets, Newton Investment Management

Robert Sessa

Head of Real Estate, Employees’ Retirement System of Texas

Don Lindsey

Chief Investment Officer, American Institutes for Research

Dhaval Patel

Investment Manager, Tides Foundation

Jerry Davis

Chief Investment Officer, Piedmont Family Office

Timothy Reynolds

Portfolio Manager, Employees’ Retirement System of Texas

Bryan Carter

Head of Emerging Market Fixed Income, BNP Paribas Asset Management

Jeff Ng

Chief Economist, Asia, Continuum Economics

Nick Smith

Associate Director, Private Credit Regulation, Alternative Investment Management Association (AIMA)

Justin Ferrier

Co-Chair, Asia-Pacific Committee, Alternative Investment Management Association (AIMA)

Barry Lau

Co-Chair, Asia-Pacific Committee, Alternative Investment Management Association (AIMA)

Michelle Fan

Global Emerging Markets Equities Analyst

Newton Investment Management is a London-based, global investment management firm, providing a focused range of investment strategies to public and private-sector DB and DC pension funds, corporations, charities and, via BNY Mellon, individuals. With $65.5 billion assets under management (as at 31 March 2018), we have expertise in a range of disciplines, including global, regional and emerging-market equities, multi-asset strategies, absolute-return investing, global bonds and a sustainable range of funds. We use a global thematic approach to help achieve long-term perspective and identify areas of risk and opportunity for our clients.


We consider environmental, social and governance issues in relation to every company in which we invest, in the belief that responsible investment is better investment.

BNP Paribas Asset Management offers services to institutional and retail clients around the world. In the US, we offer fixed income, equities, and US middle market loans. We have been serving US clients since 1972 and as of June 30, 2018 had $653 billion in assets under management.

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) 207 688 8511 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) 207 688 8511 or send a message

To enquire about media partnership for the Investing in Emerging Markets, North America 2018 report, contact Noel Hillmann or call +44 (0) 207 688 8511.