Emerging Markets Masterclass Lunch
Zurich | 28th May 2025
We’re pleased to share details of our upcoming Emerging Markets Lunch taking place in Zurich at the Mandarin Oriental Savoy on Wednesday, 28th May 2025.
Emerging markets have consistently outperformed developed economies in each month so far in 2025. The GDP-weighted Emerging Market PMI Output Index rose to 52.6 in March, indicating robust expansion, particularly in the services sector.
This event is intended for professionals involved in the selection of external investment funds, or those who play a role in influencing this process — whether through research, due diligence, portfolio construction, or advisory capacity.
Join us for an exclusive opportunity to hear directly from leading Emerging Markets Economist CIO and 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’re pleased to share details of our upcoming Emerging Markets Lunch taking place in Zurich at the Mandarin Oriental Savoy on Wednesday, 28th May 2025.
Emerging markets have consistently outperformed developed economies in each month so far in 2025. The GDP-weighted Emerging Market PMI Output Index rose to 52.6 in March, indicating robust expansion, particularly in the services sector.
This event is intended for professionals involved in the selection of external investment funds, or those who play a role in influencing this process — whether through research, due diligence, portfolio construction, or advisory capacity.
Join us for an exclusive opportunity to hear directly from leading Emerging Markets Economist CIO and 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.
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
