Be Active: Why Now is the Time for Emerging Markets – Matthews Asia – 9.12.22

Overview:
Title: Be Active: Why Now is the Time for Emerging Markets
Date: Monday, September 12, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Join Matthews Asia Head of Portfolio Strategy David Dali as he talks with Portfolio Managers John Paul Lech and Alex Zarechnak about their deep knowledge of the fast-growing—and often-overlooked—emerging market companies in which they invest and why now may be the right time to invest.

This interactive discussion will explore:

  • Why you should adopt a more active approach to emerging markets now
  • How to access emerging market opportunities through active ETF strategies
  • What sectors and companies display the biggest potential for outperformance
  • How to construct a portfolio that takes advantage of today’s opportunities
Following the discussion, you will be able to submit any questions you have during a live audience Q&A session.

Speakers:
David Dali David Dali Head of Portfolio Strategy Matthews Asia

David Dali is Head of Portfolio Strategy at Matthews Asia. In his role with the investment team, David serves as a macro thought leader, and also serves as a proxy for Portfolio Managers, providing individual portfolio insights and analytics to clients. Prior to joining Matthews Asia in 2015, he was a Portfolio Strategist for BlackRock with the firm’s Multi-Asset Emerging Markets Allocation Fund.David has more than 25 years of investment experience in broad emerging markets, with the majority of his career spent as a trader and portfolio manager allocating across equity, fixed income, currencies and derivatives within both long-only and long-short strategies. He earned a Bachelor of Science in Commerce from Santa Clara University.
John Paul Lech John Paul Lech Portfolio Manager Matthews Asia

John Paul Lech is a Portfolio Manager at Matthews Asia and manages the firm’s Emerging Markets Equity Strategy. Prior to joining the firm in 2018, he spent most of his 10 years at OppenheimerFunds (subsequently acquired by Invesco) as an Analyst and Portfolio Manager on a diversified emerging market equity strategy. John Paul started his career as an Analyst and Associate at Citigroup Global Markets, Inc. John Paul earned both an M.A. and a B.S.F.S from the Walsh School of Foreign Service at Georgetown University. He is fluent in Spanish and conversational in French and Portuguese.
Alex Zarechnak Alex Zarechnak Portfolio Manager Matthews Asia

Alex Zarechnak is a Portfolio manager at Mathews Asia and co-manages the firm’s Emerging Markets Equity Strategy. Prior to joining the firm in 2020, he spent a total of 15 years (1998 – 2006 and 2012 – 2019) at Wellington Management as an analyst for the firm’s flagship Emerging Markets Equity fund as a generalist first covering CEEMEA, then Latin America. From 2006-2012, he was a regional equity analyst at Capital Group, covering Emerging Markets with a focus on energy, telecoms and consumer sectors in Latin America and CEEMEA. Alex began his Emerging Markets career as a Russia equity analyst with Templeton Emerging Markets, based in Moscow. He earned a B.A. in Economics and Government from the College of William & Mary. Alex is fluent in Russian.