Please note that this provisional agenda is subject to change, so please check periodically for updates as more speakers are confirmed.
Time
Day 1: 2012. (For the 2013 Agenda please see 'Current' in the Agenda tab)
08:00
Registration and Welcome
08:40
Opening Keynote
David Murrin - CEO, Emergent Asset Management
David has 25 years experience in proprietary trading and analysing financial markets. In 1984, David’s interest in oil began when he joined a global seismic exploration company and was posted to the jungles of Papua New Guinea.
In 1986, David joined JP Morgan, where he traded the major bond, interest rate, bullion, foreign exchange and equity index markets. In 1991, David founded and managed JP Morgan’s highly successful European Market Analysis Group, which had widespread responsibility across various markets, including developed and emerging markets. In 1993, David’s unique skills led him to establish Apollo Analysis Ltd to advise several bulge-bracket banks in taking directional risk in global and emerging markets.
David joined Emergent at its foundation in 1997 as Chief Investment Officer and a Principal. At Emergent, he has overseen the trading across all of the firm’s products, as well as being particularly active in the firm’s private equity and advisory businesses. He took full control of Emergent in 2011, combining his trading oversight with the role of Chief Executive Officer.
David has an Honours degree in Geophysics from Exeter University.
Chris Tuffey - Managing Director, Head of European Syndicate, Credit Suisse
Christopher M. Tuffey is a Managing Director in the Investment Banking division of Credit Suisse, based in London. He is Co- Head of the Credit Capital Markets (CCM) Group in the EMEA region and Head of EEMEA Debt Capital Markets. The CCM group is responsible for the distribution and risk management of all primary debt financing products in EMEA, including bonds, loans and bridge finance. The EEMEA DCM group is responsible for originating and underwriting new debt issuance from the Emerging Europe, Middle East and Africa region. Mr. Tuffey served as a member on the Managing Director Evaluation Committee (MDEC) during 2006, 2007 and 2008.
Prior to assuming his current role in January 2009, Mr. Tuffey was Head of European Debt Syndicate and Head of EMEA Emerging Debt Capital Markets. Prior to that role, he held a variety of senior roles in Debt Capital Markets, including Head of Emerging Market Debt Syndicate, Head of Investment Grade Corporate Syndicate and Head of EMEA Debt Capital Markets over the past seventeen years.
Mr. Tuffey joined the Bank in 1986, and moved to the Capital Markets Department in 1988. From 1993 until 1998, he was responsible for Asian Debt Syndicate, based in Hong Kong and subsequently Tokyo. In 1998 he relocated to London. Mr. Tuffey was appointed Managing Director in 2001.
Liesbeth Rubinstein - Emerging Markets Fund Manager, Invesco
With extensive experience in Emerging European Markets, and over 18 years of experience within the industry, Liesbeth Rubinstein is a fund manager of several large investment funds at Invesco Perpetual. Having joined Invesco Perpetual in 2007 as fund manager in the Global Emerging Markets team, she is now responsible for Invesco’s Eastern European equity portfolios.
Prior to this, she was the Head of EMEA Equities at Schroder Investment Management, and also managed the group’s Emerging European funds. She has previously been a fund manager at JP Morgan Asset Management, specialising in Middle East and Central Eastern Europe.
Liesbeth began her investment career at Fidelity Investments in 1993, and then joined Fleming Asset Management in 1995. She has widespread expertise in emerging markets and in managing portfolios, and uses a pragmatic and flexible approach to investing. Liesbeth graduated from the London School of Economics & Political Science with an MSc Econs in Industrial Relations and Labour Market Economics
Randall Dillard - Co-Founder & CIO, Liongate Capital Management
Randall Dillard is the Chief Investment Officer and Co-Founder of Liongate. Previously, he was at Nomura International as Managing Director within investment banking and also the Head of Merchant Banking, which managed discretionary and principal investments on behalf of Nomura and related entities. The scope of investment activities included a broad range of financial instruments relating to equity, fixed income, derivatives, foreign exchange, private equity and emerging markets. Mr. Dillard was previously in investment banking with Merrill Lynch International and a solicitor at Clifford Chance Solicitors. He is a post-graduate of law and faculty Fellow of Pembroke College, University of Cambridge, which also founded the “Randall Dillard Fellowship” for post-doctoral research in International Relations
Stephanie Baker is a senior writer of Bloomberg Markets magazine based in London focusing on in-depth stories about movers and shakers across Europe.
In the past 11 years at Bloomberg News, Stephanie has interviewed and profiled top business leaders and hedge fund managers around Europe, including Richard Branson, David and Evelyn de Rothschild, Nassim Taleb, Credit Suisse CEO Brady Dougan, and Deutsche Bank CEO Joseph Ackermann.
Stephanie started her journalism career in Prague where she wrote for publications such as Conde Nast Traveler and the Christian Science Monitor before joining Radio Free Europe/Radio Liberty. She worked as a reporter at The Moscow Times in the late 1990s covering Russian economic reform and the Central Bank. She joined Bloomberg News in New York in 1998 and relocated to London the following year. Stephanie holds a Masters from the London School of Economics in Comparative Politics focusing on Russia and Eastern Europe.
Huw Jenkins is a Managing Partner of BTG Pactual, member of the Global Management Committee and is based in BTG’s London office.
Huw worked at UBS Investment Bank (1996-2008), where he held several positions including CEO, Global Head of Equities, Head of Equities for the Americas and Head of Asia-Pacific Equities. Prior to joining UBS, Huw worked at BZW (1986-1996) and Hill Samuel (1986-1986). He has spent most of his career based in Asia and the US. Most recently, Huw participated in the Executives in Residence program at London Business School
Martin E. Diaz Plata is a Private Equity Partner with primary responsibility in Latin America. Prior to joining the CIPEF team in 2003, he spent seven years with Donaldson, Lufkin & Jenrette (now Credit Suisse First Boston), first as an investment banking associate, then as a principal of DLJ Merchant Banking Partners, in New York and Buenos Aires. Before that, Mr. Diaz Plata spent three years with Corporacion Financiera del Valle in Bogota as an investment analyst and stockbroker. Mr. Diaz Plata is a graduate of Universidad Externado de Colombia and holds an MBA from Columbia University Graduate School of Business. He is based in London.
Ophir joined MVision in 2007. He is an experienced private equity professional with a background in investment banking.
At MVision Ophir supports a number of fundraisings as well as maintaining and developing relationships with investors across Europe and Asia.
Previously Ophir spent over four years at Goldman Sachs where he most recently led a research team responsible for the analysis of M&A transactions and equity and debt offerings.
Ophir holds a Bachelor of Arts degree with Honours in Law and Marketing from Oxford University.
Stefan Wagstyl - Emerging Markets Editor, Financial Times
Stefan Wagstyl was born in the UK in 1957 and educated at King Edward's School, Birmingham, and Clare College, Cambridge, where he graduated with First Class BA Hons in History in 1979.
After working as an intern at Barclays Bank in 1975-76 in credit analysis, his first job in journalism was as a reporter for the Coventry Evening Telegraph,(1979-82).
He joined the Financial Times in 1983 as a financial reporter and has covered various positions including metals and mining correspondent, Tokyo correspondent and bureau chief (1987-92), New Delhi bureau chief (1992-95), and industrial editor (1996-98). Stefan was then appointed East Europe editor in 1998.
After twelve successful years as the East Europe editor for the Financial Times Stefan has been promoted to the role of Emerging Markets Editor this took affect on 1 March 2010.
Douglas Clayton - Founder and CEO, Leopard Capital
Douglas Clayton founded Leopard Capital in 2007, and has over 25 years’ experience in emerging markets investments. As a senior executive at CLSA Securities, Indosuez WI Carr Securities, and Kerry Securities, he managed investment teams in Thailand, Hong Kong, Singapore, Malaysia, New York City, Mexico, Brazil, Venezuela, Argentina, and Chile. In 1999 Douglas founded Abacus Equity Partners which arranged and participated in several of Thailand’s most successful private equity investments. He serves as Technical Advisor to the Director-General of the Securities & Exchange Commission of Cambodia, and Trustee of the Center for Khmer Studies. Douglas holds a MM from Thailand’s Chulalongkorn University and a BA (History) from Cornell University
David Lubin - Head of Emerging Markets Economics, Citi
David Lubin is Managing Director and Head of Emerging Markets Economics at Citi.
His career started with the HSBC Group in the early 1990s, where he initially helped to represent Midland Bank in sovereign debt restructuring negotiations under the Brady Initiative with a number of developing countries including Argentina, Brazil and Bulgaria. He moved subsequently into emerging markets research, and worked alongside HSBC's head of emerging markets fx trading to identify opportunities during the era of emerging markets crises in the 1990s.
He joined Citi in September 2006 to head the firm's economic research on Central and Eastern Europe, Middle East and Africa, and took on his current role in early 2009. He was educated at Oxford University.
Keyu Jin is a lecturer (Assistant Professor) at London School of economics. Her field of expertise is international macroeconomics, international finance, and the Chinese economy. Her main research has focused on the impact of trade and financial frictions on global imbalances and global asset prices, trade and growth in emerging markets, and the impact of Chinese government policies in trade on national productivity. She is also a research associate of CEPR. From Beijing, China, she holds a B.A., M.A., and PhD from Harvard University
Taimur Ahmad is editor-in-chief of Emerging Markets, the award-winning print and online source for news, analysis and opinion on emerging market
economics and finance.
Part of global media group Euromoney Institutional Investor Plc, Emerging Markets produces the daily newspaper for the meetings of the World Bank, IMF and regional development banks worldwide – including the InteramericanDevelopment Bank, Asian Development Bank, European Bank for Reconstruction and Development, African Development Bank and Islamic Development Bank. Emerging Markets also hosts high-level international conferences and events.
Taimur has covered international economics and finance as a journalist on several global titles since 2000, before which he was doing doctoral research at Georgetown University in Washington DC and, earlier, at McGill University in Montreal.
Marlon Chigwende - Head of Sub-Saharan Africa, Carlyle Group
Marlon Chigwende is a Managing Director and Co-Head of the Carlyle Sub-Saharan Africa Fund.
Prior to joining Carlyle, Mr. Chigwende was the head of Africa Principal Finance for Standard Chartered. Mr Chigwende was responsible for establishing the Sub Sahara Africa Private Equity business which was a sector neutral, and geography neutral fund, with investments across a range of sectors including telecommunications, natural resources, agriculture and fast moving consumer goods.
Prior to Standard Chartered, Mr. Chigwende was an Executive Director at Goldmans Sachs in London and spent many years at J.P. Morgan and Greenhill, primarily covering the Financial Institutions sector.
Mr. Chigwende trained as an Actuary and holds a B.S. degree, with honors, in mathematics and actuarial studies from Southampton University.
Mr. Nwawudu possesses over fifteen years experience in Investment Banking and Trading working for ING Barings, and BGC as a senior principal.
As debt and mezzanine finance specialist, he previously headed the Fixed Income Division at First City Monument Bank where he oversaw the development of the FGN Bond trading business, and raised over $500 million of debt and equity for Nigerian Companies.
Mr. Nwawudu holds an MA in Economics from St John’s College, Cambridge University, and an MBA from London Business School.
Zain Latif is a managing director of the Duet Group, a global alternative asset firm. He is also the founder of TLG Capital, a multi-asset fund manager focusing on frontier market private equity, illiquid credit and real estate. In late 2011, the private equity arm of TLG Capital was integrated into Duet Group.
He has completed deals across sub-Saharan African; notably in the field of healthcare. Past deals include investments in the WHO pre-approved pharmaceutical plant QCIL (Uganda), healthcare facilities in West Africa and a fast-growing cartridge refilling and laptop repair company in India that aims to transmigrate its business to Africa.
Prior to founding TLG Capital, Mr. Latif was an Executive Director at Goldman Sachs in the New Markets division focusing on Sub-Saharan Africa across all products. He joined Goldman Sachs from Merrill Lynch where he was involved in originating and executing a number of ground-breaking emerging market transactions in Africa.
Before joining Merrill, Mr. Latif was involved in spear-heading the special situations African effort at HSBC which culminated in a widely reported inaugural debt/equity hybrid structure for a leading Nigerian financial institution. Mr Latif holds a Masters degree in Finance achieved at the age of 19 from Cass Business School. He currently sits on a number of Boards of portfolio companies.
Nana Sao is a Managing Director and head of Goldman Sachs's Natural Resources Investment Banking Division in Africa. Nana relocated from London in 2009, with responsibility for coverage of Goldman Sachs' key clients in Sub-Saharan Africa.
Nana has an over 10 year track record of advising on landmark transactions in Africa including advising Jinchuan on its $1.4bn acquisition of Metorex and Massmart on its potential $4.3bn sale to Walmart.
Nana is also a member of Goldman Sachs Merger Leadership Group.
Nana has worked on the following notable transactions: adviser to Tronox on the $2.4bn acquisition of Exxaro’s mineral sands assets, adviser to BHP Billiton in its $147bn offer for Rio Tinto, adviser to Arcelor Mittal in its $1.3bn sale to a BEE consortium; adviser to Celtel International in its sale to MTC for $3.4bn; bookrunner on AngloGold’s multi-tranche $1bn debt financing, bookrunner on a $3.0bn placement of Anglo American's shares in AngloGold and $2.0bn placement of Gold Fields shares for Norilsk Nickel; the IPO and LSE listings for Namakwa Diamonds and Hochschild Mining and high yield bond financings for Foodcorp and Reclamation group.
Rob Blackie - Managing Director, Blue State Digital
Rob has been working on digital communications campaigns since 2004 and is currently the Managing Director of Blue State Digital UK.
Rob has advised a wide range of corporate and public clients on integrating online and offline communications.
Rob helped create Facebook’s multi-award winning Democracy UK campaign, which involved hundreds of thousands of people in the 2010 general election campaign. This campaign was used as a template for global government work by Facebook founder Mark Zuckerberg, and has been promoted by British Prime Minister David Cameron as an example of best practice.
Rob also has extensive government experience. Rob advised the UK’s Permanent Secretary for Government Communications and the full group of UK government Directors of Communications on how to digitalise government communications from 2007 - 2010. As part of this work Rob created official guidance for UK government and training manuals, as well as trained several hundred government communicators. Rob has also worked on UK government programmes to cut smoking, to promote local government e-services and in the Middle East with government communicators working for the British Foreign Office.
Brad Little has been with Nielsen since 2001 with roles in New York and London. Currently, he leads all aspects of the NM Incite operations in EMEA where he partners with Nielsen, McKinsey and NM Incite clients to harness the power of social media. He brings to this role experience within Nielsen Online’s business in the UK where he also launched the first NM Incite business outside of the US. Before Brad’s arrival in Europe, he was responsible for Nielsen’s new media initiatives with clients in the retail and travel sectors, as well as with the company’s largest global media relationship. He also worked at Nielsen Claritas and a New York-based consultancy. He regularly speaks at conferences and events for organizations like the IAB, WOMMA, Ad Tech, and The Economist about utilitizing and measuring social and digital media. Brad is currently the Vice President of WOMMA UK and is the Vice-Chair of the Social Media Council at the IAB UK. He has a Bachelor of Science degree from Cornell University.
Paul Mewett - Head of Internet Intelligence Services, Grant Thornton
Keyu Jin is a lecturer (Assistant Professor) at London School of economics. Her field of expertise is international macroeconomics, international finance, and the Chinese economy. Her main research has focused on the impact of trade and financial frictions on global imbalances and global asset prices, trade and growth in emerging markets, and the impact of Chinese government policies in trade on national productivity. She is also a research associate of CEPR. From Beijing, China, she holds a B.A., M.A., and PhD from Harvard University
Mazen Arafat founded Tootcorp, a digital social media company committed to curating, distributing, enabling and producing unique Arab content for digital life since 2006. Tootcorp’s focus today is in video sharing, as a service named IKBIS; other services by Tootcorp includes Zoofs and Toot.
Prior to finding Tootcorp, Mazen was a trader with Morgan Stanley and has been involved market-making in a variety of financial instruments. He went on to be the Head of Emerging Markets Credit Trading in Morgan Stanley London. Subsequently, Mazen spent more than 2 years managing emerging markets portfolios for GLG Partners (MAN Group) before actively managing Tootcorp.
Rob also has extensive government experience. Rob advised the UK’s Permanent Secretary for Government Communications and the full group of UK government Directors of Communications on how to digitalise government communications from 2007 - 2010. As part of this work Rob created official guidance for UK government and training manuals, as well as trained several hundred government communicators. Rob has also worked on UK government programmes to cut smoking, to promote local government e-services and in the Middle East with government communicators working for the British Foreign Office.
Rachel Barton is a Partner in Accenture’s UK/Ireland Management Consulting Practice, with 14 years consulting experience in Marketing, Sales and Service across all industry sectors. Rachel has led customer transformations across clients including Shell, Microsoft, Marks and Spencer, National Australia Bank and Caterpillar.
Featured in Management Today’s Top 35 under 35 Business Woman in 2009, Rachel is an entrepreneurial businesswoman and a regular facilitator at conferences, and contributor to press articles on all aspects of the Customer agenda.
Rachel heads up Thought Leadership activities and is currently focusing on Social Media, Mobile, Digital, Analytics and Loyalty themes.
Renaud Siegmann - Art Critic and Contemporary Art Advisor
Renaud Siegmann is an art critic and contemporary art advisor working between London and Paris. With more than 15 years experience in the art market, he is now in charge of a private collection in contemporary art based in Switzerland.
Before assuming his current role, he has been appointed general commissioner for Marrakech Art Fair in 2010 and 2011. As a publishing specialist, he planned in 2009 the management set up for the Moroccan art magazine Diptyk.
Prior to this, he started his career as an editor for Artcurial’s review and gallery (1994-1998) founded by L’Oreal in Paris. After that, he became an independent curator working alongside with the Unesco in Paris (1998-2001) and a cultural engineer for the Scottish Executive in Edinburgh (2001-2004).
As an art journalist for the Gazette Drouot International, his writing brought him around the world to cover since 2000 a number of emerging art scenes, including China, South Korea, Japan, Qatar, United Arab Emirates, Lebanon, Turkey, Morocco, Russia, Cuba, Brazil, Mexico.
Author of a book of conversation with Praemium Imperiale prize Lee Ufan, he is also lecturer in Contemporary Art Business at the IESA in Paris. Renaud Siegmann has an MA in Media Management from Sciences-Politiques in France.
Sarah Thornton - Author of Seven Days in the Art World
Dr Sarah Thornton is a sociologist of art. She is the chief writer on contemporary art for The Economist and the author of Seven Days in the Art World, a series of non-fiction narratives that explore the art market and the institutions that add value to an artist's work. For more information visit: www.sarah-thornton.com
Iain Robertson - Head of Art Business, Sotheby's Institute
Dr Iain Robertson has began as Head of Research and Development at Free Form Arts Trust (Community Arts) from 1990 to 1992, then as an Exhibitions Officer at the Royal Institute of British Architects, from 1992 to 1994, before entering in the British Council in Taiwan as a Cultural Officer.
In 1998, he became a Senior Lecturer in Arts Management, at the City University of London. Since 2004, Dr Iain Robertson is Head of Art Business at Sotheby's Institute in London. Dr Iain Robertson has a B.A (Hons) in History of Art (1985), a M.A. in Arts Policy and Management (distinction) (1989), and a PhD in Cultural Policy and Management (The Emerging art markets of Greater China 1989-1999, City University, London, 2000).
He is an Art Market Editor and feature writer for Art Market Report, Sydney ; Advisor to Asia Art Archive, Hong Kong, Hana Bank, Seoul, and Deloitte Luxembourg ; visiting professor at Tsinghua Univ, Beijing ; Consultant at Artron, Beijing. He has written over 100 articles for the arts press, and is a former Asia correspondent for the Art Newspaper. He is also a Founder Member of Professional Advisors to the International Art Market (PAIAM), London.
Iain has written over 100 articles in the national press, and is a leading expert in emerging market arts. His recent books are entitled ‘A New Art from Emerging Markets’ and ‘Understanding International Art Markets.’ Ian has become a renowned international bestseller, and his books have been described as “sophisticated, well-researcherd and original” by leading international art critics. His latest book focuses on emerging market arts, and is “highly recommended” in several leading press reviews.
Guileme Fonkenell - Founder and Managing Partner, Pharo Management
Douglas Clayton founded Leopard Capital in 2007, and has over 25 years’ experience in emerging markets investments. As a senior executive at CLSA Securities, Indosuez WI Carr Securities, and Kerry Securities, he managed investment teams in Thailand, Hong Kong, Singapore, Malaysia, New York City, Mexico, Brazil, Venezuela, Argentina, and Chile. In 1999 Douglas founded Abacus Equity Partners which arranged and participated in several of Thailand’s most successful private equity investments. He serves as Technical Advisor to the Director-General of the Securities & Exchange Commission of Cambodia, and Trustee of the Center for Khmer Studies. Douglas holds a MM from Thailand’s Chulalongkorn University and a BA (History) from Cornell University
Guillaume Fonkenell - Founder and Managing Partner, Pharo Management
Stephen Jen - Founder and Managing Partner, SLJ Macro Partners
Stephen was MD of Macroeconomics and Currencies at Bluegold Capital from May 2009 to March 2011, in charge of managing the Fund’s currency risks as well as its macro strategies.
Previously Stephen was an MD at Morgan Stanley and, from October 1996 to April 2009, held various roles, including the Global Head of Currency Research.
Previously Stephen was an MD at Morgan Stanley and, from October 1996 to April 2009, held various roles, including the Global Head of Currency Research.
Prior to Morgan Stanley, Stephen had spent four years as an economist with the IMF, covering economies in Eastern Europe and Asia. Stephen holds a BSc degree in Electrical Engineering from the University of California at Irvine (Summa Cum Laude) and a PhD in Economics from the MIT.
Joyce Chang - Global Head of Emerging Markets & Credit Research, JPMorgan Chase & Co.
Joyce Chang is Managing Director and Head of Emerging Markets and Global Credit Research at JPMorgan. She also oversees the Global Index Research group. The 170 research analysts and economists in her groups are based in 12 countries and are responsible for coverage of developed and emerging markets countries and corporates, covering macroeconomic, FX, rates and sovereign and company forecasts as well as global index products.
Prior to joining JPMorgan, Joyce was a Managing Director at Merrill Lynch and Salomon Brothers. Ms. Chang has also worked for the United States Agency for International Development in the Philippines, Jordan and India. She has been the #1 ranked emerging markets sovereign strategist by Institutional Investor since 1998.
Her emerging markets team also holds top rankings from Euromoney and Latin Finance surveys. Chang earned her bachelor’s at Columbia University and master’s in public affairs at the Woodrow Wilson School of Public and International Affairs at Princeton University.
Savvas Savouri is a graduate of the LSE, with bachelors (1987), Masters (1988) and Doctoral (1993) degrees in econometrics and mathematical economics. His collaborative work on labour market economics has been published in the Economic Journal, Economic Policy and elsewhere. Savvas has taught widely including lecturing in statistical modelling at Oxford University's Institute of Economics and Statistics.Since 1991 Savvas has worked in finance first with ABN AMRO and latter with Credit Lyonnais, Commerzbank and Lazard. In 2005 Savvas founded QuantMetriks Limited, which In 2007 was absorbed by Toscafund. He is now Chief Investment Officer of the Metriks funds at Toscafund where he is a partner. Toscafund is one of London's largest hedge funds.
Bart joined GLG in September 2008 from Morgan Stanley where he was the Global Co-Head of Emerging Markets and Head of Emerging Markets Global Capital Markets Group. He joined Morgan Stanley in 2004 from Vega Asset Management where he was an emerging markets Portfolio Manager. Prior to this, he was a Director at Deutsche Bank in London from 1998 until 2003. Bart held a variety of positions at Deutsche Bank, culminating in his responsibility for coverage of the firm's largest emerging markets clients. Prior to Deutsche Bank, Bart was an Economist for the International Monetary Fund in Washington D.C. from 1994 until 1997. Bart received a Ph.D. in Economics from Columbia University.
Manoj Pradhan - Global EM Economist, Morgan Stanley
Keyu Jin is a lecturer (Assistant Professor) at London School of economics. Her field of expertise is international macroeconomics, international finance, and the Chinese economy. Her main research has focused on the impact of trade and financial frictions on global imbalances and global asset prices, trade and growth in emerging markets, and the impact of Chinese government policies in trade on national productivity. She is also a research associate of CEPR. From Beijing, China, she holds a B.A., M.A., and PhD from Harvard University