Location

Grand Hotel, Oslo

Date

Thursday March 23, 2017

Time

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

― Overview

Our 2017 «GEM Investor: Oslo» lunch will address key issues of the day for EM allocators, dealing with both macro issues in the new, Trump world, and focusing in on EM equity and fixed income assets.

Our expert contributors to start off the discussion this year are Cian Walsh (Formuesforvaltning), an experienced EM investor and allocator, and Ewan Markson-Brown (Baillie Gifford), a member of the EM equity team and Asia specialist.  

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

Cian Walsh -- Sr. PM, Formuesforvaltning 

Cian is a senior portfolio manager in charge of hedge fund investments at Formuesforvaltning. 

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

TBC