60th After-Work Lecture: Generating Alpha in Emerging Markets

When:  Tue, Mar 3, 2026 from 09:00 AM to 09:00 PM (AT)
Associated with  CFA Society Liechtenstein
The CFA Society Liechtenstein is pleased to invite you to its 60th After-Work Lecture on the topic of Generating Alpha in Emerging Markets. In this After Work Lecture, Hiren Dasani, CIO Emerging Markets at WhiteOak Capital, will build a bridge between rigorous fundamentals and real-world alpha generation in one of the most inefficient parts of global equities. Drawing on two decades of on-the-ground EM investing, he will show why outperformance in emerging markets is less about macro timing and more about disciplined stock selection, governance-aware research, and intrinsic value underwriting. The talk will unpack how investors can separate genuine compounders from “headline winners,” using a cash-flow and returns lens (including WhiteOak’s OpcoFinco framework) to identify mispricing and avoid classic EM pitfalls. Expect a practical, process-driven session on how to turn complexity, volatility, and information gaps into an enduring edge - relevant for students and investment professionals alike.

 
About the speaker

Hiren Dasani is CIO for WhiteOak Capital’s Emerging Markets franchise with 20+ years of investment experience across India and EM. Mr. Dasani joined WhiteOak after 18 years at Goldman Sachs Asset Management, where he was Co-Head of the Global EM fund and Lead PM for GS India fund. Leading a 20+ multi-location investment team, he delivered benchmark-beating results and earned various industry awards (e.g., Morningstar, Mercer, Lipper, Citywire). GSAM’s GEM franchise grew more than 4x from 2017 to 2025 under his leadership. He is a CFA charterholder with an MBA from IIM Kozhikode and an engineering degree from M.S. University of Baroda.
 

Event Details:

Date: 03.03.2026
Time: 18:00h      


Agenda:
17:45h - 18:00h: Welcome and Registration
18:00h - 19:00h: Presentation and Q&A  
19:00h - 21:00h: Apéro and Networking  

Location

University of Liechtenstein
Fürst Franz-Josef Strasse
Vaduz, 9490