Investing in emerging
markets – 2009 and beyond
Thursday December 11 2008
Evening seminar
Annual
There is still a lot of money to be made in emerging economies. Understanding
the different ways to play less developed markets is key to unlocking alpha
Forecasting 2009
Jonathan Garner will discuss the outlook for global emerging markets in 2009.
Nick Moakes will share his views on which asset classes to invest in, private
equity development, real-estate and public equities in emerging markets. Make
Thursday January 15 2009
sure you get the tools to out-perform next year. Evening seminarening s
Topics being discussed include:
E
ligible for
Get aet ahead of the crhea owd and fi nd out the
• The outlook for global emerging markets in 2009
• The asset classes you can invest in
• Private equity developments in emerging markets 1
prprospects for fiospects nancial markets in 2009
• Real estate and public equities in emerging markets
cr
edit hour
The society’The society s Annual Forecasting Event has established itself
as an exceellllent opportunity for Society members to exchange
Speakers:
ideas fideas for thor the future and hear the views of leading experts.
• Jonathan Garner, managing director and head of global emeremergging marking marketet
strategy, Morgan Stanley
LasLast year’s s event forecasts focused on:
• Nick Moakes, CFA, head of equity and emerging markets, WWellcocome TmeTrustt
• Global economic outlook
E
ligible for
Details:
• Economic prospects for the UK
17:30 for 18:00 prompt start. Tea and coffee will be available from 17:30.
• Equity strategy
Drinks and canapés will be served at 19:00.
• Outlook for the credit markets
1.5
• Outlook for the currency markets
cr
edit hours
CFA UK members £25 Non-members £50
See what our speakers are saying about
today’s fast moving and testing environment.nt.
The long and the short of it
We are delighted to welcome back David Smith, Ecmith, Economicsonomics
Editor of The Sunday Times, as Chairman for the event.
Wednesday January 14 2009 This year, our specialist panel will include:
Eminent speaker lecture
• Michael Saunders – Expectations for the economy
• Kevin Gardiner – Best equity strategy
John Kay’s latest book, The Long and the Short of It, is published on January 20 2009. • Neil McKinnon – The outlook for currency markets.
At this event, John will describe the theory and practice of analysis and management
of risk and uncertainty in the fi nancial world. He will discuss how understanding the Speakers:
fi nancial world depends on an appreciation of theories that are illuminating but not Michael Saunders, head of European economics and UK
true, such as the effi cient market hypothesis and the standard theory of risk analysis. economist, Citigroup
John will share his views on why a lack of appreciation of these matters has blown Kevin Gardiner, global head of equity strategy, HSBC
the fi nancial world apart. Neil McKinnonNeil McKinnon, chief economist, ECU Group
Speaker:
E
ligible for
Details: Details:
Professor John Kay, writer, Financial Times
Details:
1
17.30 f 17.30 for 18or 18.00 prompt start. Tea and coffee will be
available froom 17:30. Drinks and canapés will be served at
17.30 for 18.00 prompt start. Tea and coffee will be available from m
19:00. 19:00.
cr
edit hour
17:30. Drinks and canapés will be served at 19:00. The Linklater
Citibank, 33 Canary Squar Citibank, 33 C e, Canary Wharf, London E14 5LB
Suite, The Scotsman Hotel, 20 North Bridge, Edinburgh EH1 1YT
CFA UK members £25 Non-members £50
CFCFAA UK member UK memb s £25 Non-members £50
70 WINTER 2008/09
69-7269-72 pd pages.indd Sec1:70pd pages.indd Sec1:70 27/11/0827/11/08 16:25:0416:25:04
Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12  |  Page 13  |  Page 14  |  Page 15  |  Page 16  |  Page 17  |  Page 18  |  Page 19  |  Page 20  |  Page 21  |  Page 22  |  Page 23  |  Page 24  |  Page 25  |  Page 26  |  Page 27  |  Page 28  |  Page 29  |  Page 30  |  Page 31  |  Page 32  |  Page 33  |  Page 34  |  Page 35  |  Page 36  |  Page 37  |  Page 38  |  Page 39  |  Page 40  |  Page 41  |  Page 42  |  Page 43  |  Page 44  |  Page 45  |  Page 46  |  Page 47  |  Page 48  |  Page 49  |  Page 50  |  Page 51  |  Page 52  |  Page 53  |  Page 54  |  Page 55  |  Page 56  |  Page 57  |  Page 58  |  Page 59  |  Page 60  |  Page 61  |  Page 62  |  Page 63  |  Page 64  |  Page 65  |  Page 66  |  Page 67  |  Page 68  |  Page 69  |  Page 70  |  Page 71  |  Page 72  |  Page 73  |  Page 74  |  Page 75  |  Page 76