Investing in Emerging Markets

Location: Wharton School, University of Pennsylvania, 101 Howard Street (at Spear), Suite 500, San Francisco.
Speaker: Josephine Jiménez, CFA; Founder, President & CIO, Victoria 1522 Investments LP.
Chairs: Katherine Schapiro, CFA; Mac Furst, CFA.
Introduction: Douglas Collom, Vice Dean, Wharton School, University of Pennsylvania.

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Please join us for a lunch-time conversation with one of the most experienced emerging markets investors in the U.S., Josephine Jiménez. Josephine is the founder of Victoria 1522, a San Francisco-based investment management firm specializing in emerging markets. Josephine will be interviewed by Katherine Schapiro, CFA, and Mac Furst, CFA.

We'll invite questions from the audience during the last 30 minutes of the event.

About our Speaker:
Josephine Jiménez, CFA, is Founder, President and Chief Investment Officer of Victoria 1522, a San Francisco-based investment management firm specializing in emerging markets.

Josephine has over 20 years of experience investing in emerging markets as a portfolio manager. She has been recognized for anticipating major emerging markets events, including the Asian currency crisis in 1997 and the Mexican peso crisis in 1994. She was also early in predicting the spectacular growth that Brazil and Russia have seen over the last two decades.

Previously, she was with Wells Capital Management and Montgomery Asset Management (before Wells acquired it). At Montgomery, she was the first female partner, a founding partner of the emerging markets division, and a manager of the first U.S. no-load emerging markets mutual fund, the Montgomery Emerging Markets Fund, which grew to become one of the largest emerging markets funds in the U.S. before the Asian currency crisis. Josephine led the emerging markets business at Montgomery/Wells for 15 years.

Prior, she served as an analyst and portfolio manager at Emerging Markets Management Corporation, one of the first emerging markets investment firms in the U.S., and as a U.S. equities research analyst at MassMutual and Shawmut Bank before embarking on her emerging markets career in 1988.

Josephine earned a Master of Science degree from the Massachusetts Institute of Technology (MIT) and a Bachelor of Science degree from New York University.

The 'Victoria' was the first ship to circumnavigate the globe. The explorer Ferdinand Magellan left Spain in 1519 with five ships in search of a westward route from Europe to Asia. Only the Victoria returned in 1522. Josephine christened her firm 'Victoria 1522' as a tribute to that epic voyage almost 500 years ago.

You find additional information about Josephine's background in Naomi Hirahara's book "Distinguished Asian American Business Leaders" which can be found through Google Books at the following link: click here

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