Emerging Markets Masterclass Lunch
Geneva | 27th May 2025
We are delighted to provide you with a complimentary invitation to our Emerging Markets lunch in Geneva at the Mandarin Oriental on Tuesday, 27th May 2025.
As global capital continues to seek diversification and resilience, Emerging Markets remain a focal point for long-term opportunity. From demographic tailwinds to digital transformation, EM economies are offering structural growth yet investors must navigate volatility, geopolitical shifts, and currency risks with discipline and selectivity.
Join us for an exclusive opportunity to hear directly from leading Emerging Markets fund managers as they share their insights, strategies, and outlook for the months ahead. This is your chance to engage with the people behind the portfolios, understand their investment philosophies, and explore where they see the most compelling opportunities in a rapidly evolving global landscape.
Emerging Markets Masterclass Lunch 2025
We are delighted to provide you with a complimentary invitation to our Emerging Markets lunch in Geneva at the Mandarin Oriental on Tuesday, 27th May 2025.
As global capital continues to seek diversification and resilience, Emerging Markets remain a focal point for long-term opportunity. From demographic tailwinds to digital transformation, EM economies are offering structural growth yet investors must navigate volatility, geopolitical shifts, and currency risks with discipline and selectivity.
Join us for an exclusive opportunity to hear directly from leading Emerging Markets fund managers as they share their insights, strategies, and outlook for the months ahead. This is your chance to engage with the people behind the portfolios, understand their investment philosophies, and explore where they see the most compelling opportunities in a rapidly evolving global landscape.
Emerging Markets Outlook
CHRISTOPH BONER
Chief Investment Allocation Officer
Vontobel
Emerging Market Investment Strategies
TIMOTHY HAY
Portfolio Specialist
Stewart Investors
Theme:
People: The Importance of Governance in Emerging Markets
ROB MARSHALL-LEE
Founding Partner and CIO
Cusana Capital
Theme:
A Sword and Shield Approach to Emerging Markets
MIKE MUFSON
Co-Founder, Chief Investment Officer, Portfolio Manager
Redwood Investments, LLC
Theme:
Unlock Your Growth Potential with Alger
Michael J. Mufson is Co-Founder, Chief Investment Officer and Portfolio Manager at Redwood Investments, LLC. He co-founded Redwood Investments in 2004 and has 37 years of investment experience. He serves as CIO and Portfolio Manager on the Redwood investment team. Previously, Michael was Managing Director and Director of Specialty Growth Equity at Putnam Investments where he managed several funds including the Putnam OTC & Emerging Growth Portfolio and TH Lee Putnam Emerging Opportunities Portfolio and was appointed a member of the Executive Committee.
Michael began his career at Stein Roe & Farnham where he was a Research Analyst and Portfolio Manager for the Liberty Utilities Fund. Michael received his B.A. from Vanderbilt University and his M.B.A. from Emory University. He is a CFA charterholder and a member of the CFA Institute.
LISA TURK
Emerging Market Debt Portfolio Manager
Edmond de Rothschild
Theme:
Riding the Wave: Identifying Trade War Winners in Emerging Market Corporate Debt
There is no cost to attend provided you are a professional investor or adviser that is able to select or recommend external funds on behalf of your organisation.
SPONSORS
