Emerging Market Equities Expert Panel

Presented by

Charles Wilson, Thornburg | Ajay Krishnan, Wasatch | W. Malcolm Dorson, Mirae Asset | Martin Hurst, IPE

About this talk

– Thornburg Investment Management: The enduring case for balance in emerging markets – Wasatch Global Investors: How the change landscape in semiconductors impacts EMs: the emergence of India – Mirae Asset Global Investments: Consumption driven growth and the evolution of EMs Charles Wilson - Portfolio Manager and Managing Director, Thornburg Investment Management: Charlie Wilson joined Thornburg Investment Management in 2012 as associate portfolio manager and was promoted to portfolio manager in 2014. Prior to joining Thornburg, Charlie served as co-portfolio manager for Marsico Capital Management in Denver, Colorado. He was responsible for portfolio investments across multiple strategies and geographies, with specialization in materials, energy, technology, and payments sectors. Ajay Krishnan, CFA - Portfolio Manager, Wasatch Global Investors: Ajay Krishnan joined Wasatch Global Investors in 1994 and serves on the board of directors. He is also a portfolio Manager, the head of emerging markets investing and a member of the global research team. W. Malcolm Dorson - Senior Portfolio Manager, Mirae Asset Global Investments: In his role at Mirae Asset Global Investments, Malcolm focuses on emerging markets ex-Asia. He has been managing portfolios investing in Brazil, Russia, and Emerging Europe since 2015. Prior to joining Mirae Asset, he was the lead Latin America investment analyst at Ashmore Group from 2013 to 2015.

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