A Global Inflection: Capturing Fundamental Change in International Markets – Polen Capital – 11.2.26

Summary:

The world is changing rapidly. From the AI investment boom to shifting global capital flows, industries are being reshaped and new investment opportunities are emerging.

But when everything appears to be at an inflection point, how do investors identify the signals that matter?

Join Polen International and Xponance for an open and candid discussion on identifying meaningful fundamental change, evaluating opportunities that may not yet be fully reflected in market expectations, and why Xponance believes this investment approach may complement a diversified client portfolio.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Ajoy is a Portfolio Manager & Analyst on Polen Capital’s International Equity Team. Prior to joining Polen Capital, Ajoy was the lead portfolio manager at CastleArk Management for the firm’s International Small Cap Equity and International Equity strategies. Earlier in his career, he held investment roles at Fred Alger Management and Allianz Global Investors, as well as William Blair & Company and Franklin Templeton. Ajoy received an M.B.A. in Finance, Accounting & Entrepreneurship from the University of Chicago Booth School of Business and a B.A. in International Relations from Johns Hopkins University.

Adam Choppin is the Director for Multi-Asset Sourcing at Xponance, a $28bn AUM Philadelphia-based asset manager with $7bn in multi-manager strategies across public and private markets. Adam is responsible for external manager selection and investment strategy.

Adam also serves on the Certified Investment Management Analyst (CIMA)^® Certification Commission, responsible for oversight of the CIMA^®certification program. He previously served as a Board Member and Executive Director of the Association of Professional Fund Investors, a non-profit organization dedicated to the advancement of the interests of professional fund investors worldwide.

From 2008-2013, Adam was founder and CEO of a boutique investment advisory firm which advised on private investments in South America, Africa, and the Middle East. Previously, he worked for several U.S. Government agencies as a commercial and economic affairs officer in Afghanistan, Cape Verde, Ghana, Iraq, Mozambique, Sierra Leone, and Washington, DC.

Adam earned his B.A. in International Relations from the University of Southern California (USC); his M.A. in International Economics and Business from Yale University; and a post-graduate Diploma in Finance from the London School of Economics. While a student at USC, Adam also read in Latin American economics and politics at the Universidade de São Paulo. He speaks Portuguese and Spanish and is a CFA Charterholder.

Maneesh is a Portfolio Manager and Analyst on Polen Capital’s International Equity Team. Prior to joining Polen Capital in 2024, Maneesh was a Portfolio Manager and Analyst at CastleArk Management helping to manage international equity strategies. Prior to that, he held Analyst roles at American Century Investments and Lord Abbett. Maneesh received a B.A. with a double major in Economics and Biology from the University of Pennsylvania. Maneesh is a CFA^® charterholder.