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Emerging and Frontier Markets Series
Africa Rising: Investor Fad or Sustainable Trend?
Thursday, February 25, 2016
A debate on whether Africa is really poised to become a region that can deliver meaningful and sustainable growth. Do the impressive growth rates posted by various countries across Africa reflect real and sustainable economic progress, or just the windfalls of a commodity boom that is unwinding? How has investor excitement around Africa changed as the hunt for higher yields evolves as developed market rates normalize? We have seen periodic spikes in investor interest in Africa that dissipated – why is this time any different? We have seen an increase in capital flowing into Africa, but not much increase in the supply of investable assets (both private and public) – how is this demand-supply imbalance expected to unfold? Are investors over/under estimating risk factors in Africa, particularly relative to other frontier and emerging markets? Discuss political risks and evolving role of government in investment landscape – where have we seen the most & least progress?
This event will:
- Give you a more in-depth look at the specific investment vehicles in Africa and the methods of analyzing and investing in them
- Promote a more useful and detailed discourse than the standard Africa narrative
- Address the global challenge of applying increasingly data-driven financial analysis techniques to markets with often unreliable statistical coverage
- Provide members and other conference attendees with an opportunity to network with top professionals in the Africa-focused investment sphere
5:00pm – Registration
5:30pm – 5:40pm – Welcome remarks
Jonathan Greenberg, CFA, Global Business Manager, Head of Equity Idea Generation and Relative Value Analytics, Bloomberg L.P.
Daniel Dagen, CFA, CEO, New York Society of Security Analysts
5:40pm – 6:00pm – Keynote Address
Herman J. Cohen, President, Cohen and Woods International (CWI)
6:00pm – 7:00pm – Panel Discussion
Christine Phillpotts, CFA, Vice President & Senior Equity Research Analyst, Alliance Bernstein
Carolyn Campbell, Managing Director and Founding Partner, Emerging Capital Partners (ECP)
Allison Graham, CFA, Founder and Chief Investment Officer, Voltan Capital Management
Paul DeNoon, Senior Vice President, Alliance Bernstein
Tony Carroll, Director, Acorus Capital (Moderator)
7:00pm– 8pm – Adjournment and Networking Reception