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Emerging Market Alternative Investments Conference

Thursday, December 18, 2014


Patrick Holert, CFA, CAIA, Chairman, CFANY Global Investing Committee
Chris Cutler, CFA, , Chairman, CFANY Alternative Investments Committee
David Tamburelli, Global Head of Emerging Market Product, Bloomberg LP

6:35: Introduction to Societies
Karen Sterling, Executive Director, New York Society of Security Analysts
Bill Kelly, 
CEO, CAIA Association
Steve McMenamin, Greenwich Roundtable

6:30 – 7:45: PANEL : Emerging Market Alternative Investments 

Chris Cutler, CFA, Founder, Manager Analysis Services (Moderator)

Tom Speechley, Chief Executive Officer, Abraaj North America; Partner, The Abraaj Group
Dabo Horsfall, Investment Officer, African Capital Alliance
M. Caglar Somek, Partner and Global Portfolio Manager, Caravel Management
Manuel E. Mejίa-Aoun, Chief Investment Officer, Alpha4x Asset Management


Patrick Holert, CFA, CAIA, Chairman, CFANY Global Investing Committee


Who Should Attend

Portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel.


The CFANY Global Investing Committee (GIC) organizes a diverse range of programs to keep the investment community abreast of key trends affecting global investment markets. The Committee partners with Wall Street firms and foreign government entities, such as consulates and trade promotion boards, to educate members about the global economy, as well as to provide social and professional networking opportunities.

The GIC is led by Chairman Patrick Holert, CFA, CAIA and Vice Chairman Thomas Brigandi. Through significant outreach efforts to the CFANY network, Holert & Brigandi have increased membership of the Committee from 180 to more than 850 emerging / frontier-market-focused portfolio managers, research analysts, investment bankers, private equity executives and other investment professionals. The GIC is quickly becoming the premier emerging / frontier markets forum in New York City.


References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.