The Argentina Turnaround and Finding the Next Great EM Investment Opportunity – Global X ETFS – 3.5.25

Overview:

Title: The Argentina Turnaround and Finding the Next Great EM Investment Opportunity
Date: Wednesday, March 5, 2025
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

On Demand CE

This brief presentation will discuss the resounding success behind Argentina’s economic turnaround, potential 2025 catalysts, and unlocking the country’s economic potential. In addition, the speakers will cover what they deem to be other exciting single country opportunities within Emerging Markets and their commonalities for success.

Key questions we seek to answer:

  • How has Argentina turned its economy around?
  • What catalysts to look for in 2025 and what are the longer-term drivers for economic growth?
  • Who is next? What other countries in EM could show success in 2025 and what are the commonalities?
  • The presentation will focus on Argentina, India, Vietnam, Brazil, Colombia, and Greece.

Accepted for 1 CFP® / IWI / CFA CE Credit

Speakers:

Malcolm Dorson Malcolm Dorson Senior Portfolio Manager & Head of EM strategy Global X ETFs

Malcolm Dorson is a senior portfolio manager for Emerging Market equities and head of EM Strategy at Global X Management Company. Malcolm has been managing global, regional, and country specific EM strategies within Mirae Asset Global Investments (Global X parent company) since 2015. Prior to joining Mirae , Malcolm was the lead Latin America investment analyst at Ashmore Group from 2013 to 2015. From 2009 to 2011, Malcolm was an assistant vice president within Citigroup’s Private Bank focusing on asset management. Malcolm began his career in 2006 as an analyst on the convertible securities team at Deutsche Bank. Malcolm holds an M.B.A. from the Wharton School (concentration in Finance), an M.A. in International Studies (concentration in Latin America) from the Lauder Institute, and a Bachelor of Arts degree from the University of Pennsylvania. Malcolm is a US and Brazilian citizen and spent his childhood in Sao Paulo, Brazil.

Paul Dmitriev Paul Dmitriev Co-Portfolio Manager & Senior Analyst Global X ETFs

Paul joined Global X in 2023 as a senior investment analyst on the global EM strategies and co-portfolio manager on the EM regional funds. Paul spent the previous six years at Mirae Asset working on the Emerging Market equity strategies focused on Latin America and EEMEA. Paul began his career in 2013 at HSBC as a research analyst covering credit and equity across Industrials, Energy, and Utilities. Paul holds a Bachelor of Science from NYU Stern School of business, where he focused on economics, finance, and political science. Paul was born in Ukraine and grew up in Boston.

Trevor Yates Trevor Yates Senior Investment Analyst Global X ETFs

Trevor Yates joined Global X in 2023 and is a Senior Investment Analyst on the Emerging Markets team. Trevor spent the previous two years working at Mirae Asset with the same team. Before breaking into finance, Trevor was a professional hockey player in the AHL and ECHL. He graduated from Cornell with a degree in Applied Economics and Management in 2018. Trevor was born in Germany and raised in Montreal, Canada.