EMTA FORUM IN MIAMI
Tuesday, January 17, 2012

Sponsored by

Mondrian Hotel
1100 West Avenue
Miami, Florida

3:00 p.m. Registration

3:15 p.m. Keynote Address
Murillo de Aragão
GlobalSource Partners and Arko Advice, Brazil

4:00 p.m. Panel Discussion
Prospects in the Emerging Markets
Paulo Leme (Goldman Sachs) – Moderator
Anne Milne (Bank of America Merrill Lynch)
Tulio Vera (Bladex Asset Management)
Alberto Bernal (Bulltick Capital Markets)
Martin Schubert (Eurinam)
Tony Volpon (Nomura)

5:00 p.m. Cocktail Reception

Topics will include:

• What is the endgame for the Eurozone crisis? What policy responses would you consider a more constructive approach?
• Will the US be able to avoid recession? What further actions can the Fed take in terms of monetary policy?
• How real is the risk of a hard landing in China in 2012?
• How important are the politics in EM countries to the economic outlook?
• What is the outlook for EM corporate bonds in 2012? What are likely trends in issuance and default rates?
• Will EM sovereigns, corporates, and local markets attract inflows and which might show outflows?
• Which instruments offer the best opportunities for EM investors in 2012 in the sovereigns, corporate and local currency asset classes?
• What returns can investors anticipate in EM bonds and FX?

Additional support provided by Bank of America Merrill Lynch, Goldman Sachs and Nomura.

Attendance is complimentary for EMTA Members. The registration fee for non-members is US$495.