Main Conference Day 1Tuesday, 25 June 2024

A breakdown of trends across the EM regions: economic growth, demographic shifts and tech advancements. EM policymakers lead the way: evaluating emerging markets central bank responses in the battle against inflation. The Israel-Gaza war: analysing the implications for financial markets. Resilient or at risk? How are emerging market currencies faring? Market predictions for 2025.

What will it take to entice global investor interest back to emerging markets? Is improving macro conditions sufficient, or do EM GPs have to make a stronger case for more attractive risk-adjusted returns going forward? How do you deal with inflation and currency risks as you are investing in emerging markets? How do fund managers build a portfolio to deal with the inevitable and discrete macro or political events, so called black swan events, that can and will happen from time to time in EM? Which deal types and verticals are top of mind currently in the EM and what are the factors driving this interest?

How big is current LP appetite in emerging markets and what’s on the pros and cons list? Equity or debt: which one is taking centre stage in 2024? What do LPs actually want in an impact fund? What three things do LPs value most in their relationship with GPs in developing markets?

In what ways has India continued to sparkle and stand out as a private capital investment destination and why? Discussing the results of the 2024 general election and its implication for the Indian economy. How are the domestic LPs leading the way? What is international LP appetite like currently? How is India leveraging the China+1 strategy and what does it mean for the country’s future?

Why is the secondary route such a popular path to liquidity in emerging markets? What are the ethical and regulatory conversations to consider? What are the opportunities for VCs in the secondaries space?

What steps can private capital investors take to empower and give local players an advantage in the market? What key challenges are SMEs in emerging markets facing and how can these issues be alleviated? Does SME financing automatically count as an impact investment? Promoting inclusive growth through supporting the new wave of promising entrepreneurs.

The blended finance starter pack: highlighting the basics and discussing practical, simple steps. How is blended finance bringing together those with differing risk and return appetites? How can it catalyse the sustainable economy? How much are governments contributing?

2024 elections and monetary policy insights: how are investors navigating the current environment? What sectors excite the LPs in LatAm? What does Milei’s victory and his plans to swap peso for dollar mean for opportunity in Argentina? Exploring the impacts of fintech regulation changes across the region. Let’s grow and go to Mexico: is now the time to invest?

1) How is the political and economic landscape influencing private capital investment in Brazil this year, and what trends are emerging? 2) What is the current exit environment in Brazil? 3) Let’s talk tech: cultural change and innovation - which trends have the most growth potential? 4) How does ESG influence investment decisions, and how can investments in this space boost resilience and returns? 5) What are the opportunities to invest in climate-related infrastructure in the country?

Africa stands at a pivotal moment in its industrial landscape, poised for a transformative shift towards sustainable and renewable sources of energy and potential leapfrogging in infrastructure from IT to healthcare. As global attention turns towards decarbonisation, energy transition, supply chain diversification and ageing populations across the Western world, the African continent presents unparalleled investment opportunities. This fireside chat will explore why now is the opportune moment for investors to participate in Africa's energy transition and industrial development journey.

Why has this been a difficult, overlooked sector to invest in so far and how can it be tackled to become more financially attractive? How can agritech solutions be implemented to enhance yields without sacrificing soil health? Food security and employment: how can private capital contribute to enhancing social impact and uplifting the African population and economy?

Unlocking the vault: investing in the future diamonds of Africa today. Ahead of the curve: how has the continent taken the spotlight and demonstrated cutting edge intelligence and economic development over the last 5 years? What challenges are disrupting disruptive innovation and how can LPs and GPs step in? Opportunity sits outside of the box: how to pick the right talent to take the business one step further than the rest.