Tellimer’s founder and CEO, Duncan Wales sits down with Nick Rohatyn, CEO of The Rohatyn Group. Prior to founding TRG in 2002, Nick 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, and more. Nick is also a founder and the former chairman of the Emerging Markets Traders Association - a key leader and innovator in the space.

Together, Duncan and Nick consider how all key investment themes can be accessed through emerging markets; most importantly interest rates, geopolitical tensions, and climate change. They also touch on private credit from the perspective of a fund manager, currency risk, the role of China, upcoming US elections, and the most critical developments in the asset class.

You can find out more about Nick Rohatyn and The Rohatyn Group here.

The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – the single point of entry to EM research and data. Edited and produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ella Ryan⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Artwork by Kristian Klamar.

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The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.

DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.