Location

Hotel D'Angleterre, Copenhagen

Date

Tuesday April 4, 2017

Time

Lunch: from 11:30
Seminar: 12:00-13:15

― Overview

Our 2017 «GEM Investor: Copenhagen» lunch will address key issues of the day for investors allocating to EM, focusing on both macro issues in the new, Trump world, and a deep dive into EM equity and fixed income.

Our anchor speakers are Erik Bennike (Head of Credits, PensionDanmark), a long-standing investor in EM fixed income, and Ewan Markson-Brown (Investment Manager, Baillie Gifford), a member of the EM equity team and Asia specialist. The conversation will be moderated by Leif Hasager (CIO, Formuepleje).  

The format is "interactive roundtable", where following an initial moderated conversation with the anchor speakers it will be opened for participants to ask questions and express a view of their own as well. 

This event is by-invitation and for the institutional investor community. If you would like to attend and have not received a personal invitation, please contact us here. 

Nordic partner 2017:  

Discussant

Erik Bennike -- Head of Credits, PensionDanmark 

Erik is Head of Credits at PensionDanmark where his responsibilities span EMD, HY, IG, and Leveraged Loans. He was previously Chief Portfolio Manager responsible for EMD, and led the build up of the internal management of EMD (hard and local currency) at PensionDanmark. 

Discussant

Ewan Markson-Brown -- Investment Manager, Baillie Gifford

Ewan is an Investment Manager in the EM equity team, and has managed the Pacific Fund since May 2014 and is the manager of Pacific Horizon Investment Trust PLC. Prior to joining Baillie Gifford in 2013, he was a SVP in EM at PIMCO. Ewan previously worked at Newton for five years most recently as lead PM on an Asia Pacific equity strategy, as well as segregated Asian income and Japanese equity strategies. He also previously worked for Merrill Lynch Investment Managers as a PM in the Asia-Pacific region for six years. Ewan graduated MA in Politics, Philosophy and Economics from Oxford University in 2000. 

Moderator

Leif Hasager -- CIO, Formuepleje  

Leif is the Chief Investment Officer at Formuepleje, Denmark's largest independent wealth manager. Prior to this he was a leader in the Danish pension sector, with a long tenure as CIO of BankPension. Leif was an early investor in the emerging and frontier markets space, and also spent time with Sparinvest in Luxembourg focused on EM.