HF EVENT SPEAKING ENGAGEMENT: Beryl's Radonjic selected as Moderator at Family Office / Wealth Management Conference, Newport, RI July 24, 2012

EMERGING MARKETS PANEL
DATE: Tuesday, July 24, 2012
TIME: 10:15 am – 11:15 am

• Some European and U.S. investors turned off by low rates at home have been buying higher-yielding EM bonds. How should investors think about credit quality and valuation across emerging market sovereign investment grade, high yield, corporate and local markets? What about risk/reward EM Debt vs. other asses class? Portfolio construction thesis.

• A decade of high growth in EM is showing signs of cooling. How could an economic recovery in EM spur inflation? How are commodity prices playing into the inflation story? What is the outlook for growth? 

• Europe's sovereign debt crisis and the debate over raising the U.S. debt ceiling have distorted  financial market recovery. How is the debt crisis in Europe impacting EM? What is the outlook for EM debt markets?

• What is the fallout for emerging countries in Asia and Latin America, which have close trade and financial ties to the region?
• The best is over for the largest EM according to some market prognosticators? Has the end of the BRIC era arrived? 

Moderator:

Vidak Radonjic, Managing Partner, The Beryl Consulting Group
 
Panelists:

Tendai Musikavanhu, CEO, OLD MUTUAL GLOBAL INDEX TRACKERS (US) LLC
 
Peter Marber, Chief Business Strategist, HSBC GLOBAL ASSET MANAGEMENT
 
Arnab Banerji, CIO, COLLABRIUM CAPITAL

James Trott, former Chief Dealer for the Bank of England