Asia EM Cure for Global Malaise

Published on
September 27th, 2016
Duration
34 minutes

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30

Asia EM Cure for Global Malaise

Think Piece ·
Featuring Ajay Singh Kapur

Published on: September 27th, 2016 • Duration: 34 minutes

Having been ‘super bearish’ for five years on emerging markets and Asia (ex Japan), Ajay Kapur explains why he turned bullish on the sector earlier this year.

Comments

Chapters

  1. 00:01:05
    Global Stagnation
  2. 00:09:05
    Emerging Markets
  3. 00:18:48
    China
  4. 00:25:11
    Macro View

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Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non-discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill. Before that, he was Senior Investment Director for the University of Notre Dame Investment Office. Mr. Yusko has been at the forefront of institutional investing throughout his career. An early investor in alternative asset classes at Notre Dame, he brought the Endowment Model of investing to UNC, which contributed to significant performance gains for the Endowment. The Endowment Model is the cornerstone philosophy of Morgan Creek, as is the mandate to Invest in Innovation.

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22-year Wall Street veteran who has been active in bitcoin and blockchain since 2012. In 2018-20 she led the charge to make her native state of Wyoming an oasis for blockchain companies in the US, where she helped Wyoming enact 20 blockchain-enabling laws. From 2016-18 she jointly spearheaded a blockchain project for delivering market index data to Vanguard as chairman and president of Symbiont, an enterprise blockchain start-up. Caitlin ran Morgan Stanley’s pension solutions business (2007-2016), heldsenior roles at Credit Suisse (1997-2007) and began her career at Salomon Brothers (1994-1997). She is a graduate of Harvard Law School (JD, 1994), the Kennedy School of Government (MPP, 1994) and the University of Wyoming (BA, 1990).

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