Global Debt in the year of Drag(on) – How will it affect you?
The presentation has three distinct parts:
- An analysis of the debt issues, especially in the Western World. We look at Government, Corporate and Household Debt, and how this affects GDP growth. This is followed by questioning what impact on debt and growth the recent monetary stimuli by the world’s main central banks have had. Finally, we will analyze whether the large emerging market economies can help the developed world return to trend growth. More details of the particularities of each of China, India and Brazil are given, with the positives and negatives of each economy highlighted, and how policies in these countries will affect their future.
- We question whether forecasting is a useful tool, both at the macro-economic and financial-market level, and if forecasts can help a potential investor to make informed decisions. Examples of past forecasts from major financial organizations are analyzed.
- Where should one invest today? We analyze all asset classes such as fixed income, equities, commodities, real estate, currencies and alternatives. We then expose the strengths and weaknesses of each, and most importantly what warning signals an investor should be aware of. Finally, we recommend our favorite themes.
About the Elgin Group:
Elgin Group LLC is a privately owned Swiss firm regulated by VQF, the largest Swiss SRO. Elgin Group was founded with a single goal, to be an investment, risk management leader by providing boutique-style, personalized and active financial management services.
For more information, please visit their company website: www.elgingroup.com.
About the speaker:
Mr. Nicos Cotsapas is the Chief Investment Officer and partner at Elgin Group LLC, a leading Swiss portfolio management company. He has over 15 years of related experience and has a comprehensive knowledge on how the macro global environment affects investments. Mr. Cotsapas also specializes on fund due-diligence, a key factor in fund selection. He holds a Bachelor and Masters degree in Electrical Engineering from McGill University in Montreal.
20th March 2012
11:50-12:30 Presentation by Mr. Nicos Cotsapas, Chief Investment Officer and partner of Elgin
12:30-12:50 Q&A session
12:50-14:00 Buffet Lunch and Networking
Roma, The Venice Hotel Shenzhen, 9026 Shennan Road, Overseas Chinese Town, Shenzhen
Member: RMB 150
Non-member: RMB 250
If you would like to attend this event, please register your attendance with Ms. Rain Liang at firstname.lastname@example.org or by phone call 0755-86350920 by 6pm, Mar.19th, 2012.