Michael Sager
Managing Director & CIO, Multi-Asset & Currency Management CIBC Asset ManagementBuy Side Innovation Day | 8th February
3:20 PM 1. Systematic vs Discretionary
How to combine quant models and human judgement to set your own override rule for when to trust your gut over the model
Main Day 1 | 9th February
12:55 PM Open Floor Debate: Is EM Exceptionalism alive or dead? The election cycle, the dollar, and the case for Latin America.
- Which emerging markets are best positioned to outperform in today's geopolitical and macro environment
- Latin America after the election cycle - how much is already priced into BRL, MXN and the Andean currencies?
- How trade fragmentation, capital flows and the US dollar are reshaping EM opportunities
- Whether market access and liquidity windows are keeping pace with the investment case in onshore LATAM
- The outlook for emerging market currencies, liquidity and portfolio allocation in 2027
Interactive debate with audience mics, attendees are welcome to challenge panellists through open discussion
Check out the incredible speaker line-up to see who will be joining Michael.
Download The Latest Agenda