For more information contact: emailus@marcusevans.com An interview with: Raphael Kassin, Contributor, Citywire Global Community and a speaker at the marcus evans Emerging Market Investments Summit who shares his views on the investment opportunities within Venezuela and Argentina. Join the 2014 Summit along with leading regional investors in an intimate environment for a highly focused discussion on the latest investment strategies in the market. For more information contact: emailus@marcusevans.com

1. Discovering High Returns in
Emerging Markets
better to be in cash than being invested Since the crisis in 2008, the Lehman
at all. This is a difficult proposition for collapse and Madoff scandal, investors
traditional fund managers. have become overly cautious. Fund
managers who work in large firms have
There always are opportunities in hard lost the power to have meaningful input
currencies and local currencies. and have become puppets who achieve
However, there is the potential that the average returns. Strong fund managers
Euro will blow up, and if it does, it will can be found in small family offices
affect the Dollar and the emerging where fees are lower and they get above
markets are linked to the Dollar. Brazil is index and total returns.
a very interesting example; at the
beginning of the year, the exchange rate What is your outlook for the future?
for the Brazilian Real was 1.65, however,
Interview with: Raphael Kassin, it is now at 1.92. Clearly there has been Globally, there is a lot of growth in China
Contributor, Citywire Global a worsening and a big loss in trade. And as it has a strong model that is based on
Community it could still get worse. the philosophy of life. The Chinese are
very commercial and will continue to
Promising investments lie within What risk management techniques generate growth, which will help the rest
Venezuela and Argentina, says Raphael would you suggest when investing of the world, as goods can be produced
Kassin, Contributor, Citywire Global into emerging market economies? in China much cheaper than elsewhere.
Community. By creating a balanced
investment portfolio that focuses on Fundamentally, buying low and selling Europe, on the other hand, is a mess.
high yielding emerging markets, high is the way to succeed. Benchmark Politicians are only worrying about their
investors can obtain strong returns, he investing should only be used as a base own country instead of the European
adds. for creating a portfolio. Union as a whole. The social welfare
model will slowly break down along with
A speaker at the upcoming marcus In order to be a successful absolute the Euro. And frankly, it is just too
evans Emerging Market Investments return investor, risks must be taken. expensive to even travel in continental
Summit 2012, Prague, Czech Republic, Investors must look forward at where Europe these days. How can you dig
19 - 20 June, Kassin discusses risk the opportunities are and create well yourself out of that hole?
management techniques and his balanced portfolios if they want to
outlook for the future. achieve strong returns. But balanced The US is slowly recovering. A two to
does not mean riskless. Risk needs to be three per cent growth is better than
What do you believe are some of the smartly defined. The alternative is an negative growth as it keeps the large
most promising areas to invest in at average portfolio. ship moving along.
the moment?
What should investors look for in
There will always be returns available in fund managers?
buying benchmarks, but if investors
want to outperform and achieve high Investors should look for a fund
returns, they must find undervalued and manager who has a good reputation and
risky investments. Hidden profits are
usually found in countries with extreme
track record in the industry, which
consists of performance in the long-
Investors must
yields, such as Argentina and Venezuela.
Although it is not a good idea to have a
term. The fund manager’s philosophy
should match the investor’s target and take risks
portfolio focusing only on these two expectations. Investors must find four to
countries, they should hold a strong five talented managers who focus on
weight. Investors must also consider getting above index returns and should
timing when looking at emerging look for niche players who are interested
markets. There are times when it is in finding hidden treasures.

2. About the Emerging Market Investments Summit 2012
The Investment Network –
marcus evans Summits group
This unique forum will take place at the Radisson Blu Alcron Hotel, Prague, Czech
delivers peer-to-peer information
Republic, 19 - 20 June 2012. Offering much more than any conference, exhibition or
on strategic matters, professional
trade show, this exclusive meeting will bring together esteemed industry thought
trends and breakthrough
leaders and solution providers to a highly focused and interactive networking event.
innovations.
The Summit includes visionary presentations and interactive forums on closely
monitoring the turning points in both micro and macro economic trends, proactively
exploring the BRICs and attractive frontier markets to catch the new wave of
investment and acquiring profound insight on risk management techniques.
www.emisummit.com
Please note that the Summit is a
closed business event and the
Contact
number of participants strictly
limited. Stacey Melvin, Journalist, marcus evans, Summits Division
Tel: + 357 22 849 400
Email: press@marcusevanscy.com
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To view the web version of this interview, please click here: www.emisummit.com/RaphaelKassin