TFC had the great pleasure of hosting our 9th annual Client Event on June 1 featuring Larry Speidell, founding Partner, CEO and Chief Investment Officer of Frontier Market Asset Management. Following are brief selections from Larry’s presentation, “Why Frontier . . . Why Now?”

Frontier Markets—This Is a Story of People

Growth Rates--Stick to Frontier Asia and Frontier Africa

Demographics and Literacy—Caring about These People Is Important

Middle Class Opportunity

Forecasts for Stocks over Next Several Years

Road Trip to Zimbabwe

Cognitive Dissonance about Unknown Countries

Introductory Remarks and Background on Frontier Markets by Renée, Dan Kern, and Jim Joslin

A few photos from our event:

For more information on Larry’s travels, please refer to the Trip Notes provided.

Why Not Bangladesh and Vietnam?