What's Next for the Emerging Markets Asset Class?
Summary: Investors continue to focus on opportunities within emerging markets. Many market participants and commentators consider this asset class in broad and homogeneous terms, while, in our view, it offers numerous and diverse opportunities, above and beyond the most well-known or popular strategies. Please join Peter Gillespie, Director and Portfolio Manager/Analyst, to discuss the complexity of the emerging markets equity asset class, highlighting some potentially attractive investment themes, and discussing how to implement these ideas in a portfolio. Featured Speaker: Peter Gillespie, CFA Director, Portfolio Manager/Analyst Peter Gillespie is a Director and Portfolio Manager/Analyst on the Developing Markets Equity team, focusing on the industrials, materials, and consumer staples sectors. He began working in the investment field in 1992. Prior to joining Lazard in 2007, Peter was a portfolio manager at Newgate Capital, LLP, where he co-managed the Asian portion of an emerging markets equity fund. Previously, Peter was a portfolio manager at GE Asset Management, specializing in emerging markets equities. Prior to GE, Peter was an analyst at Sintra Capital Corp., performing analysis for an emerging markets equity fund. Peter started his career at Asia Securities (Taiwan) Inc. as an analyst, producing sell-side research. Peter has a BA in East Asian Studies from Brown University.