SECTION 1
CONSISTENT RETURNS IN AN UNPREDICTABLE WORLD
1.1 INTERVIEW: Social Impact investing in China: a tipping point
- Mike Muldoon, Associate Director, Innovative Finance, The Rockefeller Foundation
1.2 INTERVIEW: The challenges of change and evolution of investment solutions in an evolving emerging market equity landscape.
- Michael LeBel, Senior Investment Analyst, Mercer
1.3 INTERVIEW: Global emerging markets: a value investment overview
- Andrew Cormie, Global Emerging Markets Portfolio Manager, EastSpring Investments
SECTION 2
INCREASING INVESTMENT OPPORTUNITIES
2.1 WHITE PAPER: Growth markets: achieving success with long-term commitment
- Anita George, Executive V.P. of Growth Markets, Caisse de Depots et Placement du Quebec
2.2 INTERVIEW: Implementing an absolute return strategy with EM elements
- Darryl Orom, Head of Absolute Return Investment, Alberta Teachers’ Retirement Fund
2.3 WHITE PAPER: The road to electrification: electric vehicle potential in India and other emerging markets
- Rina Jha, CFA, Senior Analyst for Global Emerging Market Equities, BNP Paribas Asset Management
SECTION 3
ALL EYES ON CHINA
3.1 INTERVIEW: The case for a dedicated China exposure
- Aaron Costello, Regional Head for Asia, Cambridge Associates
- Celia Dallas, Chief Investment Strategist, Cambridge Associates
3.2 ROUNDTABLE DEBATE: Can Chinese equity investments generate alpha?
- Timothy Reynolds, Head of International Equities, Employees Retirement System of Texas
- June Kim, Emerging Markets Portfolio Manager, Employees Retirement System of Texas
- Joanna Yang, Portfolio Manager, Investec
3.3 WHITE PAPER: China: an asset allocator’s framework
- Investec Asset Management
3.4 WHITE PAPER: China’s great opening: this time it’s real
- Jean-Charles Sambor, Deputy Head, EM Fixed Income, BNP Paribas Asset Management