For Professional Investors only
Emerging Markets - Rethinking The Investment Playbook
For decades, investors have relied on familiar assumptions about emerging markets. But the world is changing, from geopolitical realignment and technological disruption to demographic shifts and new patterns of global growth. Join Philipp Waeber, Chief Economist and co-author of The Emerging Markets Investor’s Guide to Country Risk, for a discussion on what has changed - and what it means for investors. We will explore: - What still matters - and what no longer does - How country risk is evolving - Where new opportunities are emerging
Bridging macro analysis and investment decision-making. Admission is limited to qualified investors.
Event Details
Event Programm
| Column 1 | Column 2 |
|---|---|
| 17:30 | Registration opens |
| 18:00 | Structural Shifts Reshaping Emerging Markets |
| 18:30 | From Theory to Practice: Investment Implications |
| 18:40 | Investor vs. Economist: Challenging Conventional Thinking |
| 19:00 | Q&A |
| 19:15 | Apéro |
| 20:00 | End of program |
Redner
Philipp Waeber
Chief Economist, responsAbility
Philipp Waeber is responsAbility’s Chief Economist. With 15 years of experience in macroeconomic analysis, he has a wealth of experience in assessing major contextual risks to our investments and guides investment decisions in challenging markets. While often working on specific countries, he keeps the bigger picture in mind and occasionally writes about it, as in the article above. Philipp has a bilingual master’s degree in economics and is a Chartered Financial Analyst (CFA) charterholder.
Martin Heimes
Head of Private Debt, responsAbility
Mitglied der Geschäftsleitung. Seit 2005 tätig im Bereich Entwicklungsinvestitionen (seit 2009 bei responsAbility), Fondsmanagement und Beratung zu Mikrofinanzierung und Krediten für Kleinbetriebe. Studium der Wirtschaftswissenschaften und Sozialanthropologie an der Freien Universität Berlin und der London School of Economics. Vor seiner Tätigkeit bei responsAbility arbeitete Martin für die Frankfurt School of Finance and Management an Beratungsprojekten zu KMU-Krediten und Mikrofinanz-Fondsmanagement sowie im Investment Management für den European Fund for Southeast Europe.
Admir Trnjanin
Director, Investor Relations & Business Development
Erfahrung in den Bereichen Investor Relations, Kapitalbeschaffung und Entwicklung strategischer Partnerschaften bei institutionellen und inhabergeführten Investmentgesellschaften seit 2017. Zuvor in Investor-Relations-Funktionen bei BlueOrchard (Schroders Capital) und Innoterra tätig. Seit 2017 Vorstandsmitglied von Young SECA, einer Sektion der Swiss Private Equity & Corporate Finance Association. Executive Education an der London Business School sowie BSc in Controlling & Accounting von der Hochschule Luzern.