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Title

POSTPONED - Emerging Markets Investment Outlook

Event Description

​Emerging Markets Investment Outlook:  
New Challenges to Development

Emerging Markets.jpg

The emerging markets equity universe has greatly underperformed developed markets over the last decade despite higher volatility and risk. Many forces are challenging the development of these countries that didn’t exist ten years ago, such as environmental concerns, human rights activists, and commodity price deflation. While the past decade was very tough for equity investors, emerging market debt performed better on a relative basis. 

At a time when spreads between US investment grades and emerging markets investment grades have tightened across the board and rates are at record lows, the attractiveness of emerging market debt moving forward comes into question. What side of the capitalization spectrum does it make the most sense to access emerging markets?  What is driving the potential for emerging market returns in both equities and fixed income and where do they fit in a diversified portfolio? 

Learning Objectives:
  1. Learn about changes in return drivers for EM debt and equity
  2. Investigate how others are incorporating these sub-asset classes into their overall investment methodology
Who Should Attend?
  • Portfolio managers
  • Analysts
  • Financial advisors
Speakers:

Kevin T. Carter.jpg
Founder and CIO of EMQQ
 
Mr. Carter is the Founder and CIO of the Emerging Markets Internet & Ecommerce ETF (NYSE: EMQQ) and Chairman of the EMQQ Index Committee. Prior to EMQQ, Mr. Carter was the Founder & CEO of AlphaShares, an investment firm offering five Emerging Markets ETFs in partnership with Guggenheim Investments. Previously Mr. Carter was the Founder & CEO of Active Index Advisors acquired by Natixis in 2005 and the Founder & CEO of eInvesting acquired by ETRADE in 2000. Mr. Carter received a degree in Economics from the University of Arizona and began his career in 1992 with Robertson Stephens & Company.

Edward J. Saracino.jpg
Senior Portfolio Specialist, Vanguard Financial Advisor Services

Edward J. Saracino is a senior portfolio specialist with Vanguard Financial Advisor Services™ where he consults with advisors on investment thought leadership and Vanguard’s full range of investment solutions.

Before his current role, Mr. Saracino served as the senior product manager for Vanguard’s municipal bond and money market funds. He was responsible for evaluating the competitive landscape, publishing on noteworthy developments, meeting with clients and prospects, and representing Vanguard at industry conferences. Prior to that he served as a senior product specialist across a variety of fixed income and equity portfolios. He earned both a B.A. and an M.B.A. from Wilkes University.

Supported by the CFAW RIA Subcommittee

Sponsor:
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This program has been granted 1 CFP CE Credit.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Event Type

Educational

Education Topic

Economics; Equity Investments; Fixed Income; Performance Measurement and Evaluation; Portfolio Management; Risk Management

Start Time

4/21/2020 4:00 PM

End Time

4/21/2020 6:00 PM

City

McLean

State/Province

VA

Event Country

United States

Event Region

Americas

Location Info

Sullivan Bruyette Speros & Blayney
8444 Westpark Dr, 6th floor
McLean, VA 22102

**Please take the elevator to the 6th floor


Metro: Greensboro (Silver line)

Click here for map

Speaker

 

CE Credits

1.00

SER Credit

0.00

Currency

USD

Member Price

40.00

Non-Member Price

60.00

Candidate Price

60.00

Registration

Due to recent concerns, this event will be rescheduled for a later date.

All Day Event

 

Recurrence

 

Location

 

Cost

 

Description

 

Begin

4/21/2020 4:00 PM

Attachments

Content Type: MyCFA Calendar
Version: 17.0
Created at 2/21/2020 9:54 AM by Jennifer.fromen@gmail.com
Last modified at 3/18/2020 11:57 AM by serena.roche@gmail.com[CASMSTS:username]