Emerging Markets Strategy Briefing - Yauatcha Soho

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Thank you for applying to attend the Emerging Markets Strategy Briefing. Please note that your registration is an application to attend and does not guarantee admission. You will be informed in due course via email from the organisers as to whether your application has been successful or not. Priority will be given to investment professionals at discretionary fund managers, funds of funds, multi-managers, hedge funds, pension funds, endowments, family offices, private banks, private client wealth managers and IFA groups. **The automated email immediately following registration is not confirmation of your place**

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Date and Time

Location

Location

Yauatcha Soho

15-17 Broadwick Street

London

W1F 0DL

United Kingdom

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Sales Have Ended

Registrations are closed
Thank you for applying to attend the Emerging Markets Strategy Briefing. Please note that your registration is an application to attend and does not guarantee admission. You will be informed in due course via email from the organisers as to whether your application has been successful or not. Priority will be given to investment professionals at discretionary fund managers, funds of funds, multi-managers, hedge funds, pension funds, endowments, family offices, private banks, private client wealth managers and IFA groups. **The automated email immediately following registration is not confirmation of your place**
Event description

Description

Emerging Markets Strategy Briefing

- Wednesday 11th September 2019
- Yauatcha Soho
, 15-17 Broadwick Street, London W1F 0DL
- Breakfast/morning event (08:15 - 11:30)

The Emerging Markets Strategy Briefing will explore emerging markets through the lens of an ETF investor, covering a mix of equity and fixed income topics at the global, regional and single country level while also considering macroeconomic outlook and investment strategy.

A contemporary Cantonese dim sum inspired breakfast will be served in courses throughout the morning.

Agenda
08.15 - 08.55
Registration and networking

08.55 - 09.00
Welcome introduction
Simon Smith, MD, ETF Strategy

09.00 - 09.20
Dimitris Melas, Managing Director and Global Head of Core Equity Research, MSCI
The Future of Emerging Markets
- The evolution of emerging markets 30 years on from the launch of the MSCI EM Index
- Examining allocations to emerging markets
- Sources of risk and return in emerging markets
- China and the future of emerging markets

09.20 - 09:40
Rafaelle Lennox, Vice President, ETF Product Strategy, Franklin Templeton Investments
Why Emerging Markets will Grow in Importance in Investors' Portfolios and How to Look at that Allocation Going Forward
- Why a country approach can bring value in emerging markets
- Are all emerging markets the same? The case for China, India, Brazil and Korea
- The appeal of ETFs for taking emerging markets country views, and features to take into consideration

09.40 - 10:00
Terry Wood, Head of ETF Portfolio Management (EMEA), BMO Global Asset Management
Defensive Factors for Emerging Market Equities
- The power of capturing quality for mitigating drawdowns
- The combination of quality and yield in volatile market conditions
- A case study: complementing active strategies with a factor-based index

10.00 - 10:20
Aneeka Gupta, Associate Director, Research, WisdomTree
Emerging Market Income Oasis
- Navigating the macro landscape - emerging markets at the epicentre of the triage: US, China and the Fed
- Dividend-weighted strategies are most attractive in the least efficient markets
- Harnessing yield from emerging markets at favourable valuations

10.20 - 10.40
David Patterson, Director, UK & Ireland Sales, HANetf
2019 was the year of the Saudi ETF, 2020 is likely to be Kuwait’s year
- Kuwait market overview
- Vision 2035 – development pillars
- Kuwait FTSE, S&P & MSCI upgrade & Saudi experience
- KMEFIC FTSE Kuwait Equity UCITS ETF (KUW8)

10.40 - 11:00
Swetam Gungah, Product Management Principal, Research Signals, IHS Markit
Research Signals: Fine-tuning your EM Allocation

- Investment trends in emerging markets
- China - which factors have been the key drivers?

11:00 - 11:30
Networking

Venue
The event will be held at Yauatcha, a Michelin-starred contemporary Cantonese dim sum teahouse in Soho. The restaurant is a short walk from Tottenham Court Road, Oxford Circus, Piccadilly Circus and Leicester Square tube stations.

Target audience
The event is aimed at investment professionals including portfolio managers, investment advisers, wealth planners and fund analysts from DFMs, multi-managers, family offices, private banks, private client wealth managers, stock brokers, and IFAs.

Participation is subject to approval.

MiFID II and Events
ETF Strategy events are acceptable minor non-monetary benefits under the Markets in Financial Instruments Directive. The FCA Code of Business Sourcebook (COBS 2.3A.19) advises that attendance at conferences and events on the benefits of a particular product or service is not an inducement. Our events provide broad information, hospitality is of a reasonable de minimis value, and attendance is unlikely to impair compliance with your duty to act in the best interests of clients.



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Date and Time

Location

Yauatcha Soho

15-17 Broadwick Street

London

W1F 0DL

United Kingdom

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