Mar 11, 07:00 PM - 09:00 PM (FR)
Dear Member, CFA Society France invites you explore the evolving landscape of Emerging Markets. During our new conference, we will analyse the Emerging Debt Markets but also the Emerging Equity Markets featuring leading experts. This conference will be moderated by two CFA Charterholders who work daily on Emerging Markets.
Panel Emerging Market Debt:
Polina Kurdyavko - Head of EMD, RBC BlueBay Asset Management
Michael Israel - Associé, IVO Capital Partners
Yasmine Ravaï - EM Fixed Income & FX Portfolio Manager, Eurizon
Moderated by Inna Mufteeva, CFA Panel Equities:
Laurence Bensafi - Deputy Head of Emerging Markets, RBC Global Asset Management
Xavier Hovasse - Portfolio Manager, Carmignac
Devan Kaloo - Global Head of Equitie
Moderated by Gulshat Fréchou, CFA
Together, we will analyse:
Geopolitical and macroeconomic dynamics shaping China, India, Latin America, Africa, and Emerging Europe
The most compelling regions and currencies heading into 2026
Idiosyncratic credit and equity opportunities, including sectors driven by AI and global structural trends
Real estate, commodities, and long-term investment themes
Portfolio construction frameworks and risk management in volatile environments
This session will provide a comprehensive, cross-asset perspective on both risks and opportunities in Emerging Markets, and how professional investors are positioning today. Discussions on debt will be held in French, and those on equity in English. Questions in French or English will be warmly welcomed. A networking cocktail will follow the conference, offering an opportunity to continue the discussion with peers and speakers. We look forward to welcoming you to this insightful and engaging session.
Paris, France