May 15, 2024
New York, New York
AGENDA
AM
8:00-9:00
Registration and Welcome Breakfast
9:00-10:00
SESSION ONE
Harding Loevner Updates and Perspectives
Welcome Remarks
Aaron Bellish, CPA, Chief Executive Officer
CIO Update
Ferrill Roll, CFA, Chief Investment Officer
The Pivotal Role of Quality
Yoko Sakai, CFA, Director of Research
David Glickman, CFA, Co-Deputy Director of Research
Timothy Kubarych, CFA, Co-Deputy Director of Research
Moderated by Apurva Schwartz, Portfolio Specialist
10:00-11:00
SESSION TWO
New Kids on The Block: Navigating Disruption in Retail
Samuel Hosseini, CFA, ACA, Analyst
Maria Lernerman, CFA, Analyst and Portfolio Manager
Sergei Pliutsinski, Analyst
Moderated by Hannah Hastings, CFA, Portfolio Specialist
11:20-11:20
Break
11:20-12:30
SESSION THREE
Frontlines and Bottom Lines: Geopolitics and Fundamental Investing
View from the Frontlines
General Karl Eikenberry
Geopolitics and the Bottom Line
Pradipta Chakrabortty, Analyst and Portfolio Manager
Jingyi Li, Analyst and Portfolio Manager
Andrew West, CFA, Analyst and Portfolio Manager
Moderated by Raymond Vars, CFA, Portfolio Specialist
PM
12:30-1:30
Lunch
1:30-2:20
SESSION FOUR
Battle Royale: Who Will Win the Streaming Wars?
Uday Cheruvu, CFA, Analyst and Portfolio Manager
Igor Tishin, PhD, Analyst
Moderated by Raymond Vars, CFA, Portfolio Specialist
2:20-3:10
SESSION FIVE
Over the Barrel: Quality Growth Opportunities and Risks in Energy Transition
Lee Gao, Analyst and Portfolio Manager
Michael Purtill, CFA, Analyst
Anix Vyas, CFA, Analyst and Portfolio Manager
Moderated by Apurva Schwartz, Portfolio Specialist
3:10-3:30
Break
3:30-4:30
SESSION SIX
Investing and Cognitive Biases
How to Make Better Decisions
Annie Duke and Simon Hallett, Vice Chairman
Investment Process and Decision Making
Ferrill Roll, CFA, Chief Investment Officer
Closing Remarks
Aaron Bellish, CPA, Chief Executive Officer
4:30-5:30
Cocktail Reception
KEYNOTE SPEAKERS
Annie Duke
Duke, a former professional poker player and cognitive scientist, and the author of Quit: The Power of Knowing When to Walk Away and Thinking in Bets, will join Harding Loevner Vice Chairman Simon Hallett in a discussion about how to make good decisions, and how processes and rules can help avoid common cognitive biases and improve investment outcomes.
General Karl Eikenberry
Eikenberry, a retired United States Army Lieutenant General and former US Ambassador to Afghanistan, will provide insights into the volatile geopolitical environment and the economic risks it poses. Topics will include China’s rising influence in global affairs, tensions on the Korean peninsula, the ongoing conflict in the Middle East, and the long-term effects of the Russia-Ukraine war.