Investing in Emerging Markets
Dominic Bokor-Ingram discussed emerging markets investing in the context of geopolitics with Rich Mullen, CEO and Founder of Pallas Capital, and CIO Garav Milnick, drawing on 30+ years of experience.
Dominic, let’s dive into your background a little bit, before entering the investment industry and what attracted you to work and spend time in the emerging markets.
I guess you could say my emerging market journey began in 1978 when I visited Hungary for the first time as a 10 -year -old boy. My father’s Hungarian and left Hungary in the 1956 uprising.
And by sheer coincidence, my financial career started in the city of London in 1989, which was the year the Berlin Wall fell. I was working in closed-end funds initially, and most closed-end funds invest in emerging markets Pretty soon I found myself in the middle of the start of massive change in Eastern Europe, both economically and socially. It also saw the opening up of a lot of stock markets across Russia, the former Soviet Union and Eastern Europe. Having a personal interest and understanding the context of the region, I became very quickly the Eastern European specialist at the firm.
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