The Future of Emerging Markets presentation will review elements of Emerging and Frontier Markets investing. The discussion will include an analysis of current Emerging Markets allocations and how those allocations are changing and evolving at the institutional level. The discussion will also examine the role of indexing and ETFs in Emerging Markets and highlight a growing number of challenges involved with indexing in the developing world. There will also be a discussion of the China A Share Market and Frontier Markets. The talk will end with a review of key investment themes in Emerging Markets and how investors can gain exposure to the Emerging and Frontier Markets consumer.
Kevin T. Carter is the Founder of Big Tree Capital and The Emerging Markets Internet ETF (NYSE: EMQQ). Mr. Carter has worked with Princeton Economist Dr. Burton G. Malkiel in the development of both passive and active index-based strategies since 1999. For the past decade, their collaborations have focused on investing in China and Emerging Markets. He has been a featured speaker for organizations including Columbia Business School, Bloomberg, Guggenheim Partners, Morningstar and the China Hedge Fund Association.
Previously he was:
Founder, Chairman & CEO of AlphaShares, an investment firm that offers five Emerging Markets focused Exchange Traded Funds (“ETFs”) in partnership with Guggenheim Investments. These funds trade on the NYSE under the tickers YAO, HAO, TAO, CQQQ & EMRE. More information at www.alphashares.com.
Founder, Chairman & CEO of Active Index Advisors (“AIA”), an investment management firm specializing in index and ETF based investment strategies. AIA was acquired by Natixis Asset Management in December 2004. The AIA Active S&P 500 strategy has outperformed the S&P 500 on an after tax basis by over 3.0% annually net of fees since inception in 2002. AIA also pioneered the use of ETF Model Portfolios as an early ETF Strategist. More information at www.activeindexing.com.
Founder, Chairman & CEO of Electronic Investing Corporation (“eInvesting”). eInvesting allowed investors to trade stocks in dollar amounts instead of share amounts thus allowing for diversification of smaller portfolios. Mr. Carter led eInvesting from inception through its July 2000 acquisition by E*TRADE Group.
Mr. Carter received a BA in Economics from the University of Arizona and began his career with the investment management division of Robertson Stephens & Company in San Francisco in 1992.
CFA Society South Florida has determined that this program qualifies for 1.0 CE credit hour(s), including 0 hour(s) in the content areas of Standards, Ethics, and Regulations (SER), under the guidelines of the CFA Institute Continuing Education Program. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.