Main Conference Day 1Tuesday, 16 June 2026

What are the key geopolitical and policy shocks currently affecting emerging markets? How are these shocks feeding through into macro outcomes including inflation, FX, trade and regional capital flows? Which emerging economies appear most resilient to external shocks? What structural factors explain those differences?

What makes emerging markets structurally more interesting for private capital in the long run, despite short-term fluctuations? How are geopolitical drivers positively impacting growth markets? Which emerging markets are working together and what have they achieved? Where are the bright spots in emerging markets private capital today and what differentiates these opportunities from more fragile or overhyped narratives?

What does current LP mandate data reveal about where capital is currently concentrated, and where are they likely to place their focus over the next year? How are LPs updating their private capital strategies in response to heightened geopolitical risk, including tariffs, trade fragmentation and shifting global alliances? How do LPs weigh single-market exposure versus regional or multi-geo strategies when allocating across large emerging markets? What would need to change for more commercial investors to meaningfully re-engage with emerging markets private capital?

How are LPs and GPs reassessing portfolio diversification in emerging markets? How effective are tools such as local-currency exposure, first-loss capital and blended structures in improving the risk–return profile of emerging market investments? How is fraud affecting financial inclusion outcomes in emerging markets, and how should investors underwrite and govern this risk differently? How should investors assess and price cyber risk, data protection and digital security across emerging market portfolios today?

With India insulated from geopolitical shocks, attracting global IP migration and delivering consistent exits, is this momentum translating into a durable, self-reinforcing growth cycle? How does domestic capital influence pricing discipline and competition across India’s PE and growth markets? How is the growing secondaries market strengthening flexibility in the region and beyond? What are the top fund managers in the region doing to sustain performance and generate liquidity in a crowded market?

With cultural, religious and demographic alignment often cited, where does Middle East–Africa collaboration work in practice? Which sectors are attracting sustained capital and scalable demand for MENA investors? With abundant capital becoming more selective and strategic, what constraints are businesses operating or investing in the region facing? Is the Middle East evolving into a credible liquidity corridor for emerging market companies, and what’s next on the horizon?

Technology, regulation, and capital are converging across Latin America. Based on insights from Atlantico’s latest Digital Transformation Report, this session highlights the underlying shifts shaping innovation and what they may signal for the region’s trajectory ahead. What obstacles remain and what will it take to move past them?

With consequential elections approaching, how are LPs and GPs pricing political outcomes into underwriting assumptions, and what early signals will most meaningfully shift capital allocation decisions? How is Brazil’s relatively stable currency environment influencing pricing discipline, entry valuations and return expectations for private capital today? As Brazil expands beyond traditional sectors into industrials and advanced manufacturing, where does private capital see scalable, defensible opportunity. In a challenging IPO environment, which liquidity routes are proving most credible in Brazil?

To what extent can Latin America’s growing domestic savings pools and pension capital realistically anchor long-term private equity markets? In financial inclusion and fintech, where does scalable, cross-border growth genuinely create durable value? As climate adaptation, agritech, reforestation and carbon projects gain momentum, where is private capital finding genuine return potential? Analysing the near and long term regional and global economic and market implications of abrupt political shocks in Venezuela.

How are investors in Africa balancing the push for local sovereignty and local production with the need for government support and policy alignment? How do institutional-grade unicorn outcomes signal the maturation of the continent’s venture and growth ecosystem? How is engagement from Japan opening different doors of opportunity? Where is AI already delivering clear commercial value in African markets, and which use cases are scaling fastest?

In what ways has the risk perception of infrastructure investment changed in recent times? What investment structures are proving most effective in making emerging market infrastructure bankable for pension funds? With climate and cleantech capital facing higher developmental risk and pressure on pricing, how are investors prioritising energy transition opportunities that align with cost, reliability and growth?

With regulatory frameworks, talent pools and user demographics differing sharply from developed markets, how should investors underwrite technology risk and scalability in emerging markets? As AI reshapes cost structures and business models across traditional EM strengths like services, fintech and outsourcing, which models are being disrupted fastest, and which are being quietly upgraded? How are GPs separating AI that drives measurable alpha from AI used primarily as narrative, particularly as valuations accelerate and cycles shorten? Experts share their top tips for embedding AI into everyday business operations.