I had the opportunity to listen to very interesting discussions about the role of emerging markets, commodities, hedge funds, small cap equities and ETFs in global investment portfolios at the Asset Allocation Summit and ETF & Indexing Investments Conference. The conferences were held at the Princeton Club in New York from May 16 to May 18 2011.
Emerging Markets: Benefiting from Urbanization, Growing Middle Class & Infrastructure Spending
The emerging markets panelists were all very positive on the longer term prospects for emerging markets based on their lower debt levels and stronger economic growth relative to developed markets. Frank Brochin, Managing Partner of StoneWater Capital, runs an Asian focused Fund of Fund (FOF) and a broader Emerging Markets focused FOF. Mr. Brochin is looking for best of breed investment managers in Asia whose investments will benefit from the rise of the urban middle class or from huge expected infrastructure spending.
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