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Global Investing Committee Meeting / Thomson Reuters Summer 2014 Emerging Markets Conference

Emerging and Frontier Markets Series

Global Investing Committee & Thomson Reuters Emerging Markets Conference

June 9, 2014

6:00 PM: Registration

6:30 PM: Welcome

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

6:35 PM: Keynote Address

Suzanne Bishopric, Director, Investment Management Division of the United Nations Joint Staff Pension Fund

7:00 PM: Emerging Markets Panel

Daniel Bases, Correspondent, Reuters (Moderator)

Kyrill Firshein, Head of Equity Sales in America for Central & Eastern Europe, Middle East & Africa, Deutsche Bank

Tom Speechley, Partner, The Abraaj Group

Arif Joshi, Co-lead Emerging Markets Debt Portfolio Manager, Lazard

Tim Seymour, Triogem Asset Management Managing Partner & CNBC Emerging Markets Contributor

8:00 PM: Closing Remarks and Networking Session

9:00 PM: Adjournment

About the CFANY Global Investing Committee:

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.

About Thomson Reuters:

Thomson Reuters, the world’s leading source of intelligent information for businesses and professionals, serves four primary customer groups: Financial & Risk; Legal; Tax & Accounting; Intellectual Property & Science. Thomson Reuters has a leading market position, with well recognized and respected brands in each of Thomson Reuters’ principal markets.

DISCLAIMER OF ENDORSEMENT

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.

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by CFANY. Requests may be faxed to (212) 541-4677, or emailed to seminars@cfany.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
  • LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund

For more information: Policies and Procedures

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