October 19 at 7:15 am PDT/10:15 am EDT

This session will open with a conversation with Roberto Campos Neto, Governor, Central Bank of Brazil, followed by a panel discussion.

Most emerging markets are likely to experience a deep recession followed by only a gradual recovery, given their rising leverage, weak revenues, and inability to lock down the entire economy. Many investors may choose to avoid these markets until trade tension and the deglobalization debate have cleared; others may decide that is now the time to move. Will a return to a low-interest environment in the developed world help drive inflows, or do risks still outweigh the extra return? Panelists will evaluate the opportunities, other than equity investments, that are currently most attractive in the space.

Part 1:

• Guest Roberto Campos Neto, Governor, Central Bank of Brazil

• Moderator Komal Sri-Kumar, Senior Fellow, Milken Institute; President, Sri-Kumar Global Strategies, Inc.

Part 2:

• Moderator Komal Sri-Kumar, Senior Fellow, Milken Institute; President, Sri-Kumar Global Strategies, Inc.

• Speaker Oscar Fahlgren, Head of Brazil, Mubadala Investment Company

• Speaker Raymond Sagayam, Chief Investment Officer, Fixed Income, Pictet Asset Management

• Speaker Bart Turtelboom, CEO and Executive Director, APQ Global

• Speaker Lilian Zhou, Managing Partner, Yulan Capital Management
   

Guest

Roberto Campos Neto
Governor, Central Bank of Brazil
 

Speakers

Oscar Fahlgren
Head of Brazil, Mubadala Investment Company

Raymond Sagayam
Chief Investment Officer, Fixed Income, Pictet Asset Management

Bart Turtelboom
CEO and Executive Director, APQ Global

Lilian Zhou
Managing Partner, Yulan Capital Management
 

Moderator

Komal Sri-Kumar
Senior Fellow, Milken Institute; President, Sri-Kumar Global Strategies, Inc.