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Pedja is an INSEAD 14J and GP at Fifth Quarter Ventures, the first VC firm solely focused on Southeastern Europe. Pedja was on the Serbian National Water Polo team, and post-INSEAD scaled Gelato (a print-on-demand startup) into a unicorn my leading its expansion into emerging markets like India, China, and Russia.

In this episode we discuss the types of founders Pedja likes to invest in, traits he looks for in investors and partners, how to build brands in emerging markets as a foreigner and much more.

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Nubank (NYSE: NU) is Latin America's largest fintech company and the world's largest neobank with over 100 million users and a valuation of over $70 billion.

Livia is an INSEAD 09D and prior to Nubank directed tech and business analytics at Itau Unibanco (Latin America's largest bank) and was a Partner at McKinsey.

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Kevin Carter, founder and chief investment officer of EMQQ Global, joined us to disucss his journey in the investment world, initiated by his transformative reading of "A Random Walk Down Wall Street," which led to him working alongside economist Burton Malkiel of Princeton University in creating multiple stock market innovations like fractional investing and personal indexing, and his ultimate focus on China and other emerging markets.

Carter shares insights on the digital consumer revolution in these markets and his thoughts on India's potential today compared with that of China's 20 years ago.

Note: this episode was recorded before India's 2024 election.

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In this episode of the INSEAD Emerging Markets Podcast, we speak with Asha Mehta, Managing Partner at Global Delta Capital, about her impactful career in finance, focusing on emerging and frontier markets through a lens of sustainability and responsible investing.

Asha founded Global Delta Capital after working as an investment banker at Goldman Sachs and Lead Portfolio Manager and Director of Responsible Investing at Acadian Asset Management. Asha has been recognized as a "brilliant quant" by Forbes Magazine and ranked as one of the top 10 women in asset management by Money Management Executive.
Asha received her BA in Biological Sciences and Anthropology from Stanford and her MBA from Wharton, during which she made use of the INSEAD-Wharton Exchange.

Our discussion covers the societal impact of investing in emerging markets, the role of data science in global market analysis, and the value of on-the-ground experiences in diverse cultures plays in evaluating countries and businesses to invest in.

Asha's book, The Power of Capital, is a thrilling memoir of her personal journeys through emerging markets which delivers equal doses of business discussion and geopolitical insight.

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Andrew Henderson is the Founder and CEO of Nomad Capitalist, the world's leading offshore consulting firm dedicated to helping clients make informed decisions on the best countries to invest, start a business and live in.

Andrew has helped over 2,000 UHNW individuals go offshore and his YouTube channel has over 750,000 subscribers.

Nomad Capitalist Live, Nomad Capitalist's annual event, will be held in Kuala Lumpur this September 25th through 28th.

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In this episode, Jorge Gonzalez Henrichsen joins us to share his unique path from investment banking and an MBA at NYU Stern to acquiring and then running company at the forefront of the nearshoring movement. He dives deep into both the geopolitical and macroeconomic ramifications of nearshoring and the nitty gritty of what it takes to search for, buy, and then run a cross-border business.

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In this episode of the INSEAD Emerging Markets Podcast, we were joined by Emily Chang, a powerhouse in the world of international marketing and business strategy.

Currently CEO of VML West (and CEO of McCann Worldgroup in China at the time of recording), Emily's storied career spans influential roles at global giants like Starbucks, Apple, and Procter & Gamble, culminating in her profound impact on brand building and customer experience across continents.

Beyond her corporate achievements, Emily shares her personal journey of caring for orphaned children, echoing the themes of her bestselling book, "The Spare Room."

This episode delves into Emily's unique ability to blend business acumen with heartfelt philanthropy, offering listeners an unparalleled insight into the mind of a leader who thrives in the face of change and champions the power of cultural understanding.

Join us for a deep dive into the life of a woman who reshapes markets and lives, proving that the path to success is as diverse as it is inspirational.

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Nicolas Rohatyn serves as Chief Executive Officer of The Rohatyn Group. TRG is a team of 190+ emerging market specialists in 18 countries dedicated to pursuing investment opportunities in these economies by focusing on areas of structural inefficiency and special opportunity.

The firm has over $8 billion in assets under management and splits its investments between public markets, private markets and forestry and agriculture.

Prior to founding TRG in 2002, Mr. Rohatyn spent 19-years at J.P. Morgan, including 5 years as a member of J.P. Morgan’s executive management team, holding a variety of leadership positions in emerging markets, foreign exchange, commodities, credit markets and e-commerce functions. As Managing Director and Head of Emerging Markets Sales, Trading and Research, Mr. Rohatyn established offices in Mexico, South Africa, Turkey, Russia, Korea, and India, as part of the growth of J.P. Morgan’s efforts in those markets. Mr. Rohatyn built and restructured the emerging markets sales, trading and research area from a loan-based business to an integrated and diversified sales, trading and capital markets effort while producing significant net income and winning numerous awards and industry-wide recognition. During Mr. Rohatyn’s tenure, J.P. Morgan established its widely acknowledged leadership position in emerging markets securities distribution, trading, and research.

Mr. Rohatyn is a founder and the former chairman of the Emerging Markets Traders Association (EMTA), a body that today is recognized by many professionals as the authority on market standards, practices and volumes. He currently serves on the boards of The Asia Society and the Global Private Capital Association (GPCA), where he also served as chairman, and the French Institute/Alliance Française. He is a Trustee of the Citizens Budget Commission and serves on the Investment Committee of the Foundation for Contemporary Arts. He formerly served on the Boards of The Alvin Ailey American Dance Theatre, Robert College of Istanbul, MarketAxess, the Local Initiatives Support Corporation (LISC), the RiskMetrics Group, Archipelago, and the Lewis T. Preston Foundation for Girls.

A native New Yorker, Mr. Rohatyn holds a Bachelor of Arts in Economics from Brown University.

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