Identifying Opportunities in Emerging Market Equities – Harbor Capital Advisors, Inc. and Oaktree Capital Management, L.P. – 4.3.19

Summary:

Now On Demand.

Oaktree is an opportunistic, value-oriented and risk-controlled investment manager with a focus on credit, private equity, real assets and listed equities. Oaktree has been investing in emerging market equities since 1998, and currently manages over $5 billion in long-only assets with a bottom-up, proven investment approach. Relative valuations, lower correlations and positive economic outlooks have made emerging markets an attractive asset class. Please join Frank Carroll, Co-Portfolio Manager of the Emerging Markets Equity strategy, to discuss Oaktree’s approach to emerging markets investing, along with the following topics:

• Long-term perspective on value investing
• Outlook on China
• Opportunities, risks and asset allocation considerations

Speakers:

Mr. Carroll is the co-portfolio manager of the Emerging Markets Equities strategy and has been a managing Emerging Markets Equities at Oaktree since 1999. Prior thereto, Mr. Carroll was the head of trading for Columbus Advisors LLC, where he worked for two years. Mr. Carroll previously was the Head Trader for Latin American Fixed Income at Banco Santander and Bankers Trust. For six years prior to joining Bankers Trust, Mr. Carroll was an emerging markets trader for Salomon Brothers Inc. He received a B.A. degree in history from Fairfield University. He is currently the Chairman of Fairfield’s Board of Trustees as well as a Trustee at Brunswick School in Greenwich, Connecticut.

Torey joined Harbor Funds Distributors, Inc. in 2016. As a member of Harbor’s Key Accounts Research team, Torey is responsible for managing many of the firm’s key relationships within the Broker-Dealer, RIA and Consultant communities. Previously, Torey spent five years with Amundi Pioneer (formerly Pioneer Investments) in both Business Development and Distribution roles where he represented the firm’s strategies to retail and institutional investors. In 2013, he was recognized as a President’s Club winner for outstanding performance within his team. Torey received a B.S. in Economics and a B.A. in Philosophy from Salve Regina University in Newport, RI. Torey holds the FINRA Series 7, 6 and 63 licenses and is a CFA charterholder.