Main Conference Day 1Tuesday, 17 June 2025

Post-US election analysis – tariffs, conflict response and global supply chain shift implications for emerging markets. With inflation easing and interest rates on a downward trend globally, how will this positive macroeconomic outlook ripple through emerging economies? In a world shaped by conflicts and rapid technological advances, how can private markets translate global changes into actionable business strategies? 2025 H1 breakdown: a regional comparison of emerging market economies. What lies ahead: 2025 H2 predictions.

How is each market performing and how do diverse emerging markets defy a one-size-fits-all approach? As the middle class expands, what are the current stand-out regional trends to watch? Currency volatility, legal environments, diversification and reputation preservation: how are leading GPs balancing risk and reward in their investment decisions?

How can emerging market GPs effectively address evolving LP expectations related to impact without straining their resources? The bar is high: typically, what are the key factors driving the cautious appetite of traditional LPs in Ems and how has the industry worked together to improve this? LP desirables and non-negotiables: each LP shares their biggest priority as well as their ‘nice-to-haves’ when deciding where to put their money. How have LP experiences with first time funds in emerging markets influenced their evaluation process beyond a checklist approach, and what unique insights or red flags do they now consider when assessing new managers?

What sectors and factors are fuelling India’s growing appeal to private capital investors and how will these evolve over the next few years? How are geopolitical shifts and India’s insulation from global conflicts influencing cross-border investments and partnerships? What challenges could potentially hinder India’s progress and how are businesses alleviating and confronting them? In what ways are India-Japan collaborations shaping the future of technology and innovation?

How can LPs effectively manoeuvre the Indian VC market despite numerous early-stage funds and the growing challenge of relationship biases and performance uncertainty? Given the rapid transformation of India’s digital economy, how is the Indian government’s proactive approach driving the VC space? In what ways is the rising tide of entrepreneurial energy boosting venture capital development in the country and how can this be sustained?

How can DEI strategies influence portfolio companies and attract underserved customer bases? How can gender lens investing in emerging markets align with climate solutions to address the unique challenges women face? In what ways can the push for gender and climate focused investing ensure that the solution to exclusion is not further exclusion, promoting a balanced approach that supports DEI without sidelining other contributors? Expanding the lens: what effective measures can businesses take to create inclusive environments that support racial and ethnic minorities, individuals with disabilities, and those with varying religious beliefs?

Dive into the compelling narrative of Latin America’s resilience and innovation in the face of global challenges. This session presents exclusive insights from Atlantico’s annual Latin America Digital Transformation Report. With 52% of Latin American VC funds within the top quartile of funds globally, learn why LatAm deserves a place in the portfolio.

5 years later: how has PIX transformed Brazil’s financial landscape, surpassing traditional payment methods? Discussing deal volume, market shifts and growing interest in special situations. In what ways is the country tackling the pitfalls of unsustainable practices while ensuring economic growth? 2025 investment hotspots and 2026 predictions: a glimpse into the hottest, capital drawing sectors. What trends should be on the Brazilian business radar?

How can LPs navigate the diversity of Latin America’s economies to identify high potential markets without overgeneralising the region? How are geopolitical shifts including the new Trump administration impacting fundraising, capital deployment and exits in the region? In what ways have LatAm investors mitigated risks associated with local currency volatility and limited credit access? Reasons for optimism: how is nearshoring driving M&A growth in Mexico, and how are Brazil and Chile legal reforms making them more attractive for deal activity in the long term?

What role is the AfCFTA Agreement currently playing in reducing investment barriers and boosting economic integration? Country comparisons: highlights and lowlights. North Africa: the shining star of Africa? What factors are driving the economic appeal of Francophone Africa and how can businesses get a slice of the pie? What does the bright future of the continent need the most from present private markets?

What role do energy and digital infrastructure play in shaping the next phase of growth in emerging markets? As interest rates decline, what new financing opportunities are opening up for private capital? How can investors bridge the experience gap in a relatively nascent climate tech investment landscape?

What factors are driving LP demand for co-investment structures? How can growing regulatory attention reshape the role of passive co-investors in PE deals? How can firms proactively address the issue of tail end funds earlier in the investment cycle? Tackling the main obstacles to growing a currently nascent secondary market in emerging economies. GP-led secondaries: how can GPs and LPs align interests in continuation vehicles and what are the best approaches to eliminate conflicts of interest?