Wednesday 27th February 2013 – Day 1
08:00 - Registration & Refreshments
These will be served in the lobby of the hotel.
09:00 - Keynote: Population & Demographic Trends in Emerging Markets
Dr. Amlan Roy – Head of Global Demographics & Pensions Research, Credit Suisse
09:45 - Panel Discussion: Investing in Emerging Markets
Clare McKeeve, Chief Operating Officer (EMEA), Macquarie Capital
Marisa Drew – Co-Head Global Market Solutions & Leveraged Finance Origination, Credit Suisse
Michel Danechi – Fund Manager, Armajaro Asset Management
Matteo Stefanel – Senior Executive & Partner, Abraaj Capital
Stefan Wagstyl – Emerging Markets Editor, Financial Times (chair)
Marisa Drew – Co-Head Global Market Solutions & Leveraged Finance Origination, Credit Suisse
Michel Danechi – Fund Manager, Armajaro Asset Management
Matteo Stefanel – Senior Executive & Partner, Abraaj Capital
Stefan Wagstyl – Emerging Markets Editor, Financial Times (chair)
10:45 - Refreshments
This will be served in the lobby of the hotel.
11:15 - Keynote Presented by BTG Pactual: Brazil & Latin America
Dr Persio Arida – Founder, BTG Pactual & Former Governor, Central Bank of Brazil
12:00 - Panel Discussion: Intersection of Developed & Emerging Markets
Charles Robertson – Global Chief Economist, Renaissance Capital
Manoj Pradhan – Global Economist, Morgan Stanley
Persio Arida – Founder, BTG Pactual & Former Governor, Central Bank of Brazil
Manish Singh – Director & Head of Investment Services, Crossbridge Capital
Keyu Jin – Lecturer, LSE (chair)
Manoj Pradhan – Global Economist, Morgan Stanley
Persio Arida – Founder, BTG Pactual & Former Governor, Central Bank of Brazil
Manish Singh – Director & Head of Investment Services, Crossbridge Capital
Keyu Jin – Lecturer, LSE (chair)
13:00 - Networking Buffet Lunch
Lunch will be served in the lobby of the hotel.
14:15 - Workshops:
Strand A: Investing in Global Growth Markets: The Pivotal Role of Partnership
Matteo Stefanel – Senior Executive & Partner, Abraaj Capital
Strand B: Building a Global Fashion Brand
Isabelle Li – Managing Director & Co-Founder, Maryling
15:15 - Refreshments
This will be served in the lobby of the hotel
15:45 - Panel Discussion: Oil & Gas: Energy for Emerging Markets
Marco Arcelli – Executive Vice President of the Upstream Gas Division, Enel
Anthony Lobo – Partner, EMEA Oil and Gas, KPMG
Dana Novakovic – Managing Partner, LB Capital
Paul Appleby – Head of Energy Economics, BP Group Economics Team
David Fyfe – Head of Oil Markets, Gunvor Group
Anthony Lobo – Partner, EMEA Oil and Gas, KPMG
Dana Novakovic – Managing Partner, LB Capital
Paul Appleby – Head of Energy Economics, BP Group Economics Team
David Fyfe – Head of Oil Markets, Gunvor Group
17:00 - Keynote: Investing in Emerging Frontiers
Douglas Clayton – Founder and CEO, Leopard Capital
18:50 - Networking Cocktail Reception
Thursday 28th February 2013 – Day 2
08:30 - Registration & Refreshments
These will be served in the lobby of the hotel.
09:15 - Keynote: Recent Trends in the Global Mining Industry - Implications for Universities and Investors
Dr. Mike Harris – Technical Director, RT Business Development
09:45 - Panel Discussion: The New Emerging Market Consumer & The Emerging Middle Class
Ekwunife Okoli – Managing Director for Africa Regional Markets, Diageo
Douglas Brew – External Affairs Director, Unilever in Africa
Tory Frame – Partner, Bain & Company (chair)
Douglas Brew – External Affairs Director, Unilever in Africa
Tory Frame – Partner, Bain & Company (chair)
11:00 - Refreshments
This will be served in the lobby of the hotel.
11:15 - Keynote: Asian Investment into Europe
Robert Fenner – Taylor Wessing
11:30 - Panel Discussion: Investing in Frontier Markets
Kenny Li – CEO, KKM Capital
Zachary Latif – Partner, TLG Capital
William Browder – CEO & Founder, Hermitage Capital
Juan Sartori – Founder, Union Group
Slim Feriani – CEO, Advance Emerging Capital (chair)
Zachary Latif – Partner, TLG Capital
William Browder – CEO & Founder, Hermitage Capital
Juan Sartori – Founder, Union Group
Slim Feriani – CEO, Advance Emerging Capital (chair)
12:30 - Panel Discussion: Exploring the African Growth Story
Murray Grant – Partner Africa, Actis
Kathryn Koch – Managing Director & Chief of Staff, Goldman Sachs Asset Management
Chuka Mordi – Director, CBO Capital Partners
Henry Obi – Chief Operating Officer, Helios Investment Partners
Adam Robert Green – Senior Reporter, This Is Africa (an FT publication) (chair)
Kathryn Koch – Managing Director & Chief of Staff, Goldman Sachs Asset Management
Chuka Mordi – Director, CBO Capital Partners
Henry Obi – Chief Operating Officer, Helios Investment Partners
Adam Robert Green – Senior Reporter, This Is Africa (an FT publication) (chair)
13:30 - Networking Buffet Lunch
Lunch will be served in the lobby of the hotel.
14:30 - Workshops:
Strand C: Mining & Iron Ore in Brazil
Aaron Thomas – CEO, Oakmont Resources Ltd
Strand D: Hermitage Capital & Russia
William Browder – CEO & Founder, Hermitage Capital
15:30 - Refreshments
This will be served in the lobby of the hotel
15:45 - Panel Discussion: FX, Capital Flows and Fixed Income Trading
Kay Haigh – Founder, Avantium Investment Management
Sam Finkelstein – Head of Macro Strategies in Global Fixed Income, Goldman Sachs
Ali Akay – Chief Investment Officer, Carrhae Capital
David Bloom – Global Head of Foreign Exchange Strategy, HSBC (chair)
Sam Finkelstein – Head of Macro Strategies in Global Fixed Income, Goldman Sachs
Ali Akay – Chief Investment Officer, Carrhae Capital
David Bloom – Global Head of Foreign Exchange Strategy, HSBC (chair)
17:00 - Keynote: Understanding China
Dr Linda Yueh – Director, China Growth Centre & Author