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Emerging Markets Investment Trusts

Emerging Markets Investment Trusts

Our third of four seminars on investment trusts, on Tuesday 24 September, included insight from our acclaimed journalists and comment from industry experts on the key areas and considerations when investing in investment trusts. We discussed how many UK investors have been increasing their exposure to emerging markets in the light of problems in the eurozone.

Please view the videos and presentations taken from our speakers at the seminar to see what was discussed on the day. Please note that our editorial speaker videos are password protected so that our paying delegates have priority. All of the videos will be made available to everyone in one month’s time.

 

Overview

 

 

Welcome and introduction

Investors Chronicle, John Hughman, Editor, Investors Chronicle

 

 

Overview of emerging markets sector

Annabel Brodie-Smith, Communications Director, Association of Investment Companies

 

 

Annabel Brodie-Smith is Communications Director at The Association of Investment Companies (AIC). Her role is varied but focuses on communicating the uses and benefits of investment companies to the media, opinion formers and private investors and she is responsible for the AIC's publications. Ms Brodie-Smith is managing the AIC's response to the Retail Distribution Review and the AIC have trained over 1,400 financial advisers in the last eighteen months. Ms Brodie-Smith is on the board of pfeg (the Personal Finance Education Group), the registered charity whose goal is to promote and facilitate the education of all UK school pupils about financial matters. After obtaining a B.A in Geography from LSE/King's College, and an M.A from Syracuse University in the New York, Annabel went on to obtain a postgraduate diploma in public and media relations from the University of Wales. She then spent a year at Hill & Knowlton, where her work included working on the winning Athens 2004 Olympic bid, before joining the AIC in November 1997.

 

 

Download Annabel Brodie-Smith's presentation (PDF, 900KB).

 

Building emerging markets into your portfolio

John Baron, Investment Trust Columnist, Investors Chronicle

 

 

Download John Baron's presentation (PDF, 44.2KB).

 

Fund manager investment strategy briefing

Luke Richdale, Client Portfolio Manager, Emerging Markets desk, JP Morgan

 

 

Luke Richdale, managing director, is a client portfolio manager in the Emerging Market Equities Team based in London. An employee since 1993, Luke was previously responsible for Structured Global Emerging Markets portfolios and, prior to that, was based in New York managing Global Emerging Markets and Latin American portfolios. Before moving to New York in 2002, Luke was responsible for equity research for the South African market. Prior to this he worked as an investment manager covering Mediterranean markets in the EMEA region. Before this, Luke worked in the Group's Bahrain office as a manager focusing on Middle Eastern capital markets. Luke obtained an M.A. in Arabic studies from Cambridge University and holds the ASIP designation.

 

 

Download Luke Richdale's presentation (PDF, 1.26MB).

 

Opportunities in emerging markets investment trusts

Moira O'Neill, Personal Finance Editor, Investors Chronicle

 

 

Download Moira O'Neill's presentation (PDF, 252KB).

 

Fund manager investment strategy briefing

Slim Feriani, CEO & CIO, Advance Emerging Capital

Slim Feriani joined Advance Emerging Capital in February 2005 from Martin Currie Investment Management Limited; where he was a director and senior portfolio manager for the long only global emerging markets portfolios, hedge fund products in Asia, institutional portfolios in the Global Products Group and the global commodities sector. Before that he worked as a senior investment analyst on the Middle East and North Africa regions within the Emerging Markets Group at Nomura International in London. Mr Feriani completed an MBA in Finance & Investments in 1989 and a Ph.D. on the same subject in 1995, both at The George Washington University where, between 1989 and 1996, he taught Finance and International Finance. He is fluent in English, French and Arabic.

 

 

Download Slim Feriani's presentation (PDF, 922)

 

Panel and Q&A

- John Hughman, Editor, Investors Chronicle

- Annabel Brodie-Smith, Communications Director, Association of Investment Companies

- John Baron, Investment Trusts Columnist, Investors Chronicle

- Moira O'Neill, Personal Finance Editor, Investors Chronicle

- Peter Walls, Fund Manager, Unicorn Mastertrust

- Stephen Peters CFA, Investment Analyst, Charles Stanley

 

 

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By Investors Chronicle,
01 October 2013

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