09:15–10:15

The Great Separation: Why the Future Is Bright for Emerging Markets Investors

Mark W. Yusko
CEO and Chief Investment Officer
Morgan Creek Capital Management, LLC

  • Learn why the killer D’s of demographics, debt, and deflation will present a huge tailwind for emerging markets and a huge headwind for developed markets
  • Discover why now is the time to build a foundation of your portfolios with BRICKs (Brazil, Russia, India, China, and South Korea)
  • A discussion of value of value and why, just like in 2000, now is the time to sell what is expensive and buy what is on sale (emerging markets equities)