Frontier Markets 2008 - 30 September

A unique event designed to explore the investment opportunities offered by frontier markets, or the “emerging” emerging markets as they are sometimes known. The program promises discussion on areas such as Central and South East Asia, the Middle East and Sub-Saharan Africa all offer portfolio diversification away from traditional emerging markets but often with increased risk. This seminar will explore the major financial, economic and political issues related to investing in these new and exciting markets

30 Pavilion Road, London SW1, 30 September 2008

Programme
08:30 Registration and coffee
09:00 Welcome and introduction

09:05 FRONTIER MARKETS OVERVIEW
Daniel Broby, Danfonds
+ Why look at frontier markets?
+ Which countries are they and what are their characteristics?
+ Challenges and risks
+ Best performing economies

09:55 VIETNAM AND THE FRONTIER MARKETS OF SE ASIA
William Stoops , Dragon Capital Markets
10:40 Refreshment Break
11:00 PORTFOLIO DIVERSIFICATION:
CORRELATION WITH EMERGING AND DEVELOPED MARKETS
Slim Feriani, Progressive Developing Markets
11:45 EASTERN EUROPE AND CENTRAL ASIA
Eric Berglof, European Bank for Reconstruction and Development
12:30 Lunch
13:30 ASSET ALLOCATION IN FRONTIER MARKETS
TBC
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 THE MIDDLE EAST AND AFRICA
Richard Segal, Renaissance Capital