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Emerging Markets - Changes That May Enhance Clients’ Portfolio Allocations
Course Information
Content Level: Intermediate to Advanced
NAPFA Subject Area: C-Investments
Course Description
Many investors seek growth through equity investments in the United States and secondarily in Europe. However, with Asia’s rapid rise in economic size and growth, the spheres of influence have shifted East rather quickly. Today, Asia represents over 80% of the emerging markets universe. In many ways, emerging markets have become Asia unconstrained. Matthews Asia’s Head of Portfolio Strategy, David Dali and Portfolio Manager John Paul Lech, will explore the market-moving themes that are driving dynamic growth in emerging markets—from world class companies in IT and communications services to the increasing buying power of the Asian consumer.

The session will include topics such as:
  • Asia's outsized role in emerging markets.
  • Why emerging markets are poised for a strong earnings rebound.
  • Innovative trends reshaping the investment landscape.
  • Asian and non-Asian countries driving growth in the emerging markets universe.
  • Why a core, quality-growth approach to emerging markets may be optimal.
Learning Objectives
  1. Recognize the reasons why the spheres of economic influence are shifting East.
  2. Learn about the changing dynamics within emerging markets that are creating investment opportunities.
  3. Understand the key themes that will impact investors' portfolio allocation over the next decade.
David Dali  
David Dali is Head of Portfolio Strategy at Matthews Asia. In his role with the investment team, David serves as a macro thought leader and also serves as a proxy for Portfolio Managers, providing individual portfolio insights and analytics to clients. Prior to joining Matthews Asia in 2015, he was a Portfolio Strategist for BlackRock with the firm’s Multi-Asset Emerging Markets Allocation Fund. David has more than 25 years of investment experience in broad emerging markets, with the majority of his career spent as a trader and portfolio manager allocating across equity, fixed income, currencies, and derivatives within both long-only and long-short strategies. He earned a Bachelor of Science in Commerce from Santa Clara University. 

John Paul Lech  
John Paul Lech is a Portfolio Manager at Matthews Asia and manages the firm’s Emerging Markets Equity Strategy. Prior to joining the firm in 2018, he spent most of his 10 years at OppenheimerFunds (subsequently acquired by Invesco) as an Analyst and Portfolio Manager on a diversified emerging market equity strategy. John Paul started his career as an Analyst and Associate at Citigroup Global Markets, Inc. John Paul earned both an M.A. and a B.S.F.S from the Walsh School of Foreign Service at Georgetown University. He is fluent in Spanish, conversational French and Portuguese.
Availability: On-Demand
Expires on Dec 31, 2023
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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