Which assumptions still hold?
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 Program
| 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 |
Meet the Speakers
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
Member of the Executive Management. Active in development investments since 2005 (and with responsAbility since 2009), with experience in fund management and consulting in microfinance and small business lending. Studied Economics and Social Anthropology at Freie Universität Berlin and London School of Economics. Prior to responsAbility, Martin worked for the Frankfurt School of Finance and Management on consultancy projects related to SME lending and Microfinance Fund Management, as well as in Investment Management for the European Fund for Southeast Europe.
Admir Trnjanin
Director, Investor Relations & Business Development, responsAbility
Experienced in investor relations, capital formation, and strategic partnership development across institutional and founder-led investment firms since 2017. Previously held investor relations roles at BlueOrchard (Schroders Capital) and Innoterra. Board Member of Young SECA since 2017, a chapter of the Swiss Private Equity & Corporate Finance Association. Executive Education from London Business School and a BSc in Controlling & Accounting from Lucerne University of Applied Sciences and Arts.