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Emerging Markets: The World’s Innovation Lab

Session Speakers
Session Description

Why attend:
Learn how cultural shifts, innovation, and the evolving landscape in emerging markets offer new long-term strategic opportunities for investors.

Session details:
The Emerging Markets of today are vastly different than they were 30 years ago – even 10 years ago.  These markets have expanded in terms of market size, number of securities, and liquidity, and the drivers of returns are changing as well.   No longer just high beta, cyclical or commodity plays, many of these countries are home to firms that sit at the forefront of innovation and threaten the longstanding dominance of incumbents like Alphabet, IBM, Ford, and Wal-Mart.  This “New EM” deserves a dedicated, strategic allocation of a distinct investment style or a blend of styles, and a long-term investment horizon. We believe those investors who have not kept up with the structural changes and drivers of the asset class, and who remain under allocated to the “New EM”, may be overlooking a significant long term investing opportunity.

This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting our booth in The Exchange.

Seating for this session is at capacity, however standing room is still available.

Additional Information
Showcase Stage Presentation
30m
Session Schedule