Assessing favorable regions and products in a diverse market
16th & 17th September 2010, London, UK
An expert speaker panel which includes:
Daniel Broby, CIO, Silk Invest
Peter Westin, Chief Equity Strategist/Economist, Aton Capital
Raphael Kassin, Head of Emerging Market Debt, Reyl Asset Management
Douglas Bennett, Director, Frontier Market Fund Managers
Clemente Cappello, CIO and Portfolio Manager, Sturgeon Capital
Javier Garcia, Fund Manager, Julius Baer Black Sea Fund, Swiss & Global Asset Management
Ayo Salami, Chief Investment Officer, Duet Asset Management
Frank Senyo Dewotor, Portfolio Manager (Africa), Fulcrum Asset Management
Mohammed Hanif, Chief Investment Officer/CEO, Insparo AM
Slim Feriani, CEO, Advance Emerging Capital
Khaled Abdel Majeed, Managing Partner, MENA Capital
Douglas Clayton, CEO, Leopard Capital
Keith Gubbin, CEO, Africa Asset Management
Chris Derksen, Head of Frontier Markets, Investec Asset Management
Kenneth Spurling, Managing Director / CEO, FDSH Asset Management Limited
Alisher Ali, Managing Partner, Eurasia Capital Management
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FRontier Markets
# frica is the second largest continent by land area and population, behind only Asia. As Africa’s economies keep growing and its standards of living keep rising, high-growth public companies are emerging on the continent. We have the knowledge, experience and process to help you identify and participate in them.
# The African continent is developing its own economic identity and infrastructure, similar to the European Union. Our pan-African perspective identifies multi-national companies based in Africa that are well positioned to grow with cross-border commerce and rising consumer markets.
# Africa is a resource-rich continent with vast mineral reserves. Africa holds an estimated 30% of the world’s mineral reserves including 40% of the gold, 60% of the cobalt, and 90% of the platinum group reserves. According to the National Intelligence Council, 25% of U.S. oil imports will come from Africa by 2015. The largest economies in the world, including the U.S. and China, are looking to Africa for supplies of many valuable and strategic natural resources.
# We believe that exposure to the best public companies in Africa can enhance investors’ overall exposure to emerging markets. Africa remains the least-researched sector in the emerging/frontier markets, and its stock market valuations are relatively attractive.
# Frontier African markets offer a select few attractive public companies that have remained relatively undiscovered. The economics of the African continent are dynamic, and opportunities are constantly emerging. We believe active portfolio management can add significant value by monitoring macro trends, identifying the most attractive companies, and avoiding volatile or high-risk areas.
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