mallowstreet Digital Emerging Markets Indaba

Important

Delegates are expected to attend the full event. We do understand that this is a time commitment in diaries. Please do let us know if you need to step away for a call/meeting.

The mallowstreet Digital Emerging Markets Indaba* will bring together some of the industry’s biggest influencers to hear a selection of interactive keynote presentations. These will be interspersed with three Investment Masterclass sessions which will cover key investment opportunities in Emerging Markets.

The Indaba is available for CPD accreditation by the Pensions Management Institute and is exclusively for pension funds and their advisers.

*An Indaba (pronounced in-dar-bah) is an important conference held by the izinDuna (principal people) of the Zulu or Xhosa people. The term comes from a Zulu language word meaning "business" or "matter".

Speakers

Program

  1. Login & Tech Check

    Welcome to the Digital Indaba, join your fellow delegates to say “Hi” and check your technology before the Indaba gets underway.
  2. Welcome Address

    Dawid provides an overview of the Digital Emerging Markets Indaba, speakers and key themes.

    Speaker

    Dawid Konotey-Ahulu, Co-founder of mallowstreet

  3. Emerging Markets: Not Just One Story

    The Emerging Market asset class is not homogeneous. EM encompasses a wide range of countries in differing stages of development as well as a variety of instruments and corresponding risks. This conversation will explore what the asset class encompasses, how to think about it in terms of the overall investable universe as well as developing trends in ESG in emerging markets and thematic issuance. Includes 5 minutes of interactive Q&A.

    Speaker

    Claire Meier Underhill, Managing Director, Emerging Markets Investors Alliance

  4. Session Transition

  5. Investment Masterclass I

    Delegates split into three digital Investment Masterclass sessions. Investment Masterclasses are hosted by GAM Investments, Ninety One, and RWC Partners.
  6. Refreshment Break

  7. Democracy as Masquerade

    After the Cold War ended a wave of liberalisation swept Europe, but it swept Africa too. Both citizen protest and international pressure led to one-party states becoming electoral democracies. To this day, elections tend to be held regularly with punctilious procedures open to public observation. And yet, increasingly, political establishments have treated elections not as exercises in choice but displays of validation, subject to increasing manipulation. Violent intimidation has slowly been supplemented, to the point sometimes of being able to be replaced, by electronic manipulation of votes counted. Simultaneously, the lack of democratic change has also been described as a factor in maintaining national stability. But strong governments, although custodians perhaps of secure environments for international investment, are also unanswerable to citizen dissatisfaction. And strong becomes weak as leaderships age and fail to keep pace with international change. Professor Chan helped to devise national electoral observation in Zimbabwe in 1980, and has observed elections in three continents. Includes 5 minutes of interactive Q&A.

    Speaker

    Professor Stephen Chan, Professor of World Politics at SOAS University of London

  8. Session Transition

  9. Investment Masterclass II

    Delegates split into three digital Investment Masterclass sessions. Investment Masterclasses are hosted by GAM Investments, Ninety One, and RWC Partners.
  10. Lunch

    Bring your plate and join us in our virtual lunchroom for a networking break.
  11. Positioning Portfolios for the Future of Emerging Markets: The Case for a Dedicated China Equity Allocation

    China’s presence on the world stage is significant, however, despite being the second largest equity market in the world, it is hugely underrepresented in global equity indices and in most investors’ portfolios. We believe this provides asset owners with a significant opportunity to make a dedicated allocation to China. In this session, we will explore the case for standalone dedicated China exposure, as well as the many practical implications assets owners should consider in making an allocation. Includes 5 minutes of interactive Q&A.

    Speaker

    Christian von Canstein, and Gareth Anderson, Mercer

  12. Session Transition

  13. Investment Masterclass III

    Delegates split into three digital Investment Masterclass sessions. Investment Masterclasses are hosted by GAM Investments, Ninety One, and RWC Partners.
  14. Refreshment Break

  15. Expert Panel Discussion

    Speaker

    Speakers to be confirmed

  16. Closing Remarks

  17. End