GEM Investor: Stockholm 2017

Lunch seminar 

 

Location

Sheraton Stockholm

Date

Tuesday May 16, 2017

Time

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

 

― Overview

Our 5th annual “GEM Investor: Stockholm” gathering will tackle what to make of EM in the Trump era, with a focus on macro issues as well as the implications of the rapid take up of technology in emerging markets for both trade and EM companies' business models and competitiveness. To help make sense of the implications for EM allocators we will be joined by Ewan Markson-Brown (Investment Manager, Baillie Gifford), a member of the EM equity team and Asia specialist who has been investing in EM for over 15 years. 

The format is "interactive roundtable", where following an initial moderated conversation with Ewan the floor will be opened for conversation.

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: 

 

Program 

11:30     Lunch / registration 

12:00     Welcoming Remarks 

12:05     Market commentary by Ewan Markson-Brown  

12:30     Open conversation  

13:00     End of Seminar 

 

Guest speaker: 

 

Biography

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. .