mallowstreet University Dinner: The smart approach to investing in emerging markets

Sponsored by

The Rohatyn Group

The Rohatyn Group are pleased to be hosting their latest mallowstreet University Dinner. Over dinner Philippe L'Equilbec, Managing Director, will be discussing the reasons why many are turning to investing in emerging markets along with the questions that need to be asked when investing in a challenging environment.

With developed market bond yields near zero, institutional investors are still turning to emerging markets debt for higher yields. The outlook for emerging markets assets has significantly improved over the past few months. Emerging markets local debt in particular has outperformed other EM asset classes, as some of the headwinds that hampered performance over the past few years are turning into tailwinds.

That said, the challenging environment has promoted a number of questions from investors, including:

1. Is this the right time for Emerging Markets?

2. How will US Rate hikes effect Emerging Markets?

3. What is the outlook/opportunity set for Emerging Market Debt in 2016/2017?

This University Dinner is exclusively for Trustees and Pension Fund Decision Makers, and is eligible for CPD credits.

Speakers

Philippe l'Equilbec
Philippe l’Equilbec heads Business Development for liquid products at TRG. He is based in New York. Prior to joining TRG, Philippe was managing Business Development and Investor Relations at QFR Capital Management, L.P., a NY-based global macro, emerging markets-focused, hedge fund. Philippe has over 30 years of experience in emerging markets, including senior roles at several investment banks in EM fixed income trading and marketing. He received his DEA in Applied Economics from the Fondation Nationale des Sciences Politiques, Paris, his MA in economics from Georgetown University and his BA in Economics and Finance from Sciences-Po, Paris.
Stephen King
Stephen King is Regional Head of Business Development for Asia Pacific. Mr. King has over 15 years of experience in the investment management industry, spanning corporate finance and alternative asset management. Prior to joining TRG in 2010, Stephen served as Senior Vice President at Financial Risk Management Limited (FRM), a fund of hedge fund group. While at FRM, he was responsible for Institutional Sales coverage across: Global Consultants, Pension Funds, Sovereign Wealth Funds, Private Banks, Family Offices and Endowments. Stephen has also worked for a number of leading Investment Banks including Bank of America, Deutsche Bank and Société Générale. Stephen received a BA (Hon) in Business Studies from Bristol Business School.