Rethinking Emerging Markets for the

Next Decade of Global Growth

Please join us at the University Club on May 24th for a luncheon with Kevin T. Carter, Founder and Chief Investment Officer of EMQQ Global.

The Third Wave of global digitization has reached an inflection point. The conditions and technologies born in Silicon Valley have now spread, evolved, and matured worldwide, creating billions of digital natives and numerous unicorns in all corners of the globe. With the developing world’s swelling middle class of young online consumers as the catalyst, new innovative companies are just now going public, which is sparking a golden age of digital transformation for Emerging Markets.

Topics:



1. Headwinds become Tailwinds - EM growth expected to outpace developed market growth by widest margin in last decade
2. Green shoots for China: dismantling of Covid Zero, regulatory easing, delisting concerns abated 
3. The 3rd wave of digitization accelerates in India, LatAm and SE Asia 
4. South Asia Research Trip & why McKinsey & Co CEO is calling this the “India century”
5. Looking under the hood: an examination of broad Emerging Market indexes

Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr. Burton Malkiel, for more than 20 years. Their work together began in 1999 with the development of e-Investing, a pioneer firm in fractional share brokerage that was acquired by ETRADE in 2000. In 2002 they founded Active Index Advisors, a pioneer in so-called “direct indexing” that was acquired by Natixis Asset Management in 2005. In 2006, their efforts turned to China and Emerging Markets with Dr. Malkiel’s publishing of “Investment Strategies to Exploit Economic Growth in China” and the subsequent book, From Wall Street to the Great Wall. Working with Guggenheim Partners, they launched several China focused ETFs on the NYSE. 

Date: May 24, 2023

Time: 12:00 to 1:00 - presentation | 1:00 to 1:15 - Q&A

University Club

1225 S.W. Sixth Avenue

Portland, Oregon 97204

$20 | CFASP Members

$30 | Nonmembers

Registering for this event implies that you agree to CFASP's Waiver and Release.