Frontier Markets 2008
30 Pavilion Road, London SW1, 30 September 2008
| Programme | |
| 08:30 | Registration and coffee |
| 09:00 | Welcome and introduction |
| 09:05 | PORTFOLIO DIVERSIFICATION: CORRELATION WITH EMERGING AND DEVELOPED MARKETS Slim Feriani, Progressive Developing Markets |
| 09:55 | FRONTIER MARKETS CASE STUDY: VIETNAM Dominic Scriven, Dragon Capital Markets |
| 10:40 | Refreshment Break |
| 11:00 | MIDDLE EAST AND AFRICA Daniel Broby, Danfonds |
| 11:45 | SUB-SAHARAN AFRICA Jenni Chamberlain, Finch Asset Management |
| 12:30 | Lunch |
| 13:30 | EASTERN EUROPE AND CENTRAL ASIA Richard Segal, Renaissance Capital |
| 14:15 | INVESTING IN FRONTIER EQUITY MARKETS Henry Hall, Merrill Lynch + Information channels + Corporate governance + Regulatory and liquidity issues + Rating and indexing |
| 15:00 | Refreshment Break |
| 15:30 | FRONTIER MARKETS: BROADENING INVESTMENT OPPORTUNITIES Remy Briand, MSCI Barra + Frontier markets from both a qualitative and quantitative perspective + Surveying the state of frontier fundamentals such as current valuation ratios + Behaviour of FM over the last four years: the return and risk profiles of various regions + Comparing FM to the development of emerging markets at various stages in their evolution |
| 16:15 | End |