Sponsored South Bay Event (EMQQ) - The Future of Emerging Markets
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Sponsored South Bay Event (EMQQ) - The Future of Emerging Markets

The Future of Emerging Markets presentation will review elements of Emerging and Frontier Markets investing. The discussion will include an analysis of current Emerging Markets allocations and how those allocations are changing and evolving at the institutional level. The discussion will also examine the role of indexing and ETFs in Emerging Markets and highlight a growing number of challenges involved with indexing in the developing world

5/27/2015
When: Wednesday, May 27th
From 5pm until 7pm
Where: University Club if Palo Alto
3277 Miranda Ave
Palo Alto
Presenter: Kevin T. Carter, Founder of EMQQ The Emerging Markets Internet & Ecommerce ETF (NYSE: EMQQ)
Contact: Tracy Canning


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The Future of Emerging Markets


The Future of Emerging Markets
presentation will review elements of Emerging and Frontier Markets investing.  The discussion will include an analysis of current Emerging Markets allocations and how those allocations are changing and evolving at the institutional level.  The discussion will also examine the role of indexing and ETFs in Emerging Markets and highlight a growing number of challenges involved with indexing in the developing world.  There will also be a discussion of the China A Share Market and Frontier Markets.  The talk will end with a review of key investment themes in Emerging Markets and how investors can gain exposure to the Emerging and Frontier Markets consumer.

 

Kevin T. Carter is the Founder of EMQQ The Emerging Markets Internet & Ecommerce ETF (NYSE: EMQQ). Mr. Carter has worked with Princeton Economist Dr. Burton G. Malkiel in the development of both passive and active index-based strategies since 1999. He has been a featured speaker for organizations including Columbia Business School, Bloomberg, Guggenheim Partners, Morningstar and the China Hedge Fund Association.   Previously he was:

Founder, Chairman & CEO of AlphaShares, an investment firm that offers five Emerging Markets focused Exchange Traded Funds (“ETFs”) in partnership with Guggenheim Investments. These funds trade on the NYSE under the tickers YAO, HAO, TAO, CQQQ & EMRE.  More information at www.alphashares.com.

Founder, Chairman & CEO of Active Index Advisors (“AIA”), an investment management firm specializing in index and ETF based investment strategies. AIA was acquired by Natixis Asset Management in December 2004. The AIA Active S&P 500 strategy has outperformed the S&P 500 on an after tax basis by over 3.0% annually net of fees since inception in 2002.  AIA also pioneered the use of ETF Model Portfolios as an early ETF Strategist.  More information at www.activeindexing.com.

Founder, Chairman & CEO of Electronic Investing Corporation (“eInvesting”). eInvesting allowed investors to trade stocks in dollar amounts instead of share amounts thus allowing for diversification of smaller portfolios.  Mr. Carter led eInvesting from inception through its July 2000 acquisition by E*TRADE Group.

Mr. Carter received a BA in Economics from the University of Arizona and began his career with the investment management division of Robertson Stephens & Company in San Francisco in 1992.


Pricing:
Members:  Free - sponsored by EMQQ
Non-members:  $10.00 - subsidized by EMQQ

Date
May 27th


Time

5:00pm until 7:00pm

5:00pm Registration & Networking
5:30pm Program Begins
7:00 Conclusion of event


Location

University Club of Palo Alto
3277 Miranda Ave
Palo Alto, CA


Continuing Education

This event qualifies for 1 hour of continuing education credit for CFA Charterholders.


Cancellation Policy

Please contact tracy@cfa-sf.org with at least 24 hours notice to receive a full refund.


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