CNBC and Institutional Investor are hosting the delivering alpha conference in NYC today. There are a number of interest panels worth watching and luckily CNBC and Institutional Investor have pretty good coverage of it all.
One of the first interesting panels was the panel on emerging market investing. This panel consisted of Marko Dimitrijević (Founder, Everest Capital), Scott Kalb (Chief Investment Officer, Korea Investment Corporation), and Martin J. Whitman (Chairman and Portfolio Manager, Third Avenue Management).
The panelists discuss their opinions on emerging markets and where they are putting their money. Overall its pretty interesting, a bit logn but definetely worth putting on in the background. Enjoy.