September 11, 2013
Hosted by Gavin Graham

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Guest Information

Episode Description

Again this week, Gavin discusses emerging and frontier markets with a global roster of guests. From New York, Wall Street veteran James Awad at Plimsoll Mark Capital outlines his outlook for a turnaround in emerging markets. Paul DeSisto at M&R Capital Management Inc. on the potential effect of tapering on some markets. Montasser Khelifi at Quantum Investment Bank in Dubai provides an update on the effect there of the Middle East crisis while John Derrick at U.S. Global Investors looks at the effect in Europe. Rupert Stebbings at Valores Bancolombia in Medellin checks out Colombian equities. For the following week we plan a segment with Thomas Vester at LLoydGeorge Management in London for a look at Africa’s potential. Journalist Bill Hinchberger who covered Brazil for many years provides an outlook on that country and Peter Merrick explains its demographics and their implications. This edition is produced by Al Emid. For inquiries please write to:

Emerging and Frontier Markets Investing with Gavin Graham

Archives Available on VoiceAmerica Business Channel

Emerging and Frontier Markets Investing with Gavin Graham addresses the increasing interest in these markets by meshing Graham’s knowledge of them with current news developments, trends and the insights of expert guests. In fact, the expertise of our guests further demonstrates the seriousness of our approach. They include veteran Wall Street veteran money managers, experienced journalists with first-hand observations and analysts discussing emerging and frontier market developments. Our program comes to investors worried about low domestic returns and those who are aware of the growth and importance of emerging and frontier markets but unclear about the exact opportunities.

Gavin Graham

Gavin Graham has managed money for some of the largest banks and fund management companies in the world over the last thirty years and has worked in London, Hong Kong, San Francisco and Toronto. Having started in the City of London (the UK’s financial core) in 1979, he moved to Hong Kong in 1988, where his roles included that of Senior Investment Officer of Citigroup Global Asset Management (Asia) and Chief investment Officer for Connaught Investments Ltd. After moving to Toronto in 1999, he was Senior Investment Officer for Guardian Group of Funds in Toronto and latterly Director of Investments for Bank of Montreal Asset Management until 2010. He is now president of Graham investment Strategy Ltd and a frequent guest on Canada's Business News Network, the CBC and Toronto’s CP24, and quoted by the Canadian Press, Reuters and Bloomberg. Along with program producer Al Emid, Gavin is co-author of Investing in Frontier Markets: Opportunity Risk and Role in an Investment Portfolio, and of another upcoming book on frontier markets investing.

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