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Andrew Fairbairn

Showing 1–2 of 2 transcripts.

  1. Milken Institute56 min

    De-Risking Opportunities in Emerging Markets

    Jonathan Wheatley, Ghadir Cooper, Michał Krupiński, Andrew Newington, Charles Robertson, Andrew Fairbairn, Walter Lamberson, Richard Evans, Aubrey Ruby, Dietrich Heitmann, Funda Ehan, Gina Sanchez, Spiros Poulios

    Actis, Bearings, and Renaissance Capital strategists Andrew Newington, Gadir Cooper, and Charlie Robertson convened to analyze emerging market dynamics, contrasting Newington's bottom-up sector focus and Cooper's equity selection with Robertson's quantitative models for FX and political risk. The panel identified renewable energy, fintech, and a growing millennial workforce as key 2019 growth drivers while arguing that emerging markets are less susceptible to systemic collapse despite heightened volatility and liquidity constraints in frontier economies. Despite diverging views on the predictability of political regimes, the group collectively advised against exiting emerging markets during downturns, viewing distressed valuations as strategic entry points for acquiring high-quality assets.

  2. Milken Institute1h 1m

    European Philanthropy's Role in Addressing Global Challenges

    Melissa Stevens, Charles Chen Yidan, Michelle Dorian, Sir Michael Hintze, Alisa Swidler, Andrew Fairbairn, Steve Podmore, Jamie Webber

    A panel of influential European donors, including Sir Michael Hintze, Michelle Dorian, Alyssa Swidler, and Charles Chen, outlined a strategic shift toward integrating investment values with moral obligation to address global challenges like youth unemployment and automation. They emphasized that sustainable philanthropy requires moving beyond rigid metrics to foster scalable local innovations while cultivating the next generation through early experiential engagement and blended revenue models. Highlighting this transition, the group launched the world's largest educational prize, the Yidan Prize, to reward systemic reforms and bridge the gap between capital markets and social impact infrastructure.