Schedule of Seminar 'Investing in China & Emerging Markets'

Seminar 'Investing in China & Emerging Markets'

On Tuesday 30 May:
13:30 - 14:00 Registration & Coffee
14:00 - 14:10 Welcome & Introduction

By Volkert de Klerk, CIO, Roots Investments

14:10 - 14:40 Can the rabbit run? Is this the year for Emerging Markets?

By Catriona Macnair, Investment Director - Global Emerging Markets Equities, abrdn

Followed by Q&A with Thijs Jochems, Strategic Investment Advisor, and Rob van Oostveen, CEO and Chief Investment Officer, Janivo Vermogensbeheer

14:40 - 15:10 EM Opportunities - Exploiting the Quality Inefficiency

By Ashish Chugh, Vice-President, Portfolio Manager, Loomis, Sayles & Company (an affiliate of Natixis Investment Managers)

Followed by Q&A with Thijs Jochems and Rob van Oostveen

15:10 - 15:30 Coffee Break
15:30 - 16:00 Navigating Emerging Markets, with the compass towards China

By Catherine Yeung, Investment Director, Asia Pacific ex-Japan equity, Fidelity International

Followed by Q&A with Thijs Jochems and Rob van Oostveen

16:00 - 16:30 ... After the End - Investing in a new era of great power strife

By Ties Dams, Research Fellow, Clingendael China Centre, Clingendael Institute

16:30 - 17:00 Panel discussion on the investment opportunities in Emerging Markets

With:

  • Tom Niemans, Manager Selection, Goldman Sachs Asset Management
  • Ramon Tol, Fund Manager Equities, Blue Sky Group
  • Martijn Rozemuller, CEO Europe, VanEck
17:00 - 18:00 Drinks Reception