Through a series of dynamic panel discussions, dialogues and debates, the forum will examine the cyclical, secular and political trends driving these markets and how they are likely to play out over the next few years.
The Summit will address and discuss opportunities in the most promising emerging regions—from BRIC countries to frontier markets such as Turkey, Vietnam, Africa and Indonesia—and sectors such as healthcare, technology and infrastructure. We will cover the full spectrum of access options including public & private equity, hedge funds, sovereign & corporate debt, local currency & dollar-denominated bonds, mutual funds and exchange-traded products. The Summit will also analyze the inherent risks of investing in emerging markets—macroeconomic, geopolitical, legal, liquidity, transparency, currency, corruption, inflation—and how to prevent, hedge or diversify against these risks.
The event will bring together some of the best minds in the emerging markets arena—leading institutional and private equity investors, hedge funds, portfolio and asset managers, economists and policymakers—to weigh in on these issues and present their best practice strategies.
Key topics to be covered:
• Big picture: reconciling the short vs. long-term views on emerging markets
• Back to the BRICs: sizzling or fizzling?
• Emerging market private equity, growth capital & venture capital
• Emerging markets indices: accurate allocations or unintended exposures?
• Will 2012 be the year of emerging market debt?
• Investor intelligence & insights into emerging markets
• Frontier markets: adding spice to your emerging market portfolio
• Eyes wide open: top ten risks of investing in emerging markets
• What’s the best way to invest in emerging markets?
Wed, 30/09/2015 - 11:21
A rising tide of regulation is threatening to swamp US hedge funds with significant trading, distribution and reporting issues.This Hedgeweek Special Report unravels these issues, guides managers through the solutions currently available to them, and examines the challenges of running activist hedge funds, where assets have grown to USD120 billion over the past decade... »
Wed, 23/09/2015 - 09:39
With interest rates set to rise, this Hedgeweek Special Report examines the the latest tools available to fixed income investors and traders in the form of the CBOE/CBOT 10-year US Treasury Note Volatility Index (The TYVIX Index) and TYVIX futures, which give traders an effective way to hedge, gain exposure to, or trade interest rate volatility.... »
Mon, 28/09/2015 - 14:40
Distributions from private equity funds have improved greatly in recent years as managers have taken advantage of improving market conditions to realise value from remaining assets in their portfolios. This has gone some way to alleviating concerns regarding the overhang of unrealised value in ageing funds; however, the issue has not yet been fully rectified, particularly as funds raised in the boom years of 2005-2008 reach the 10-year mark. ... »
Wed, 23/09/2015 - 09:31
Interest rate volatility is like a storm cloud building on the horizon. The US Federal Reserve has kept rates stable for nigh on a decade, but global asset managers are now preparing for their fixed income portfolios to feel the impact of a rate rise later this year. ... »
Mon, 21/09/2015 - 10:02
Dixon Boardman, a veteran hedge fund of fund manager, is a survivor. Having founded, Optima Fund Management in 1988, his firm now manages USD4 billion. Boardman – and Optima - have stood firm through a sustained period of challenges for the fund of funds business. ... »