Jim Gansinger

Russia: A Business Opportunity Wrapped in a Mystery?

Alex Kolor, Stephen Hellman, Sean Glodek, Jim Gansinger, Michael Kuchment, Dima Kovacharovskyi

Moderated by Alex Kolor, this panel featured Credit Suisse's Stephen Hellman, RDIF's Sean Glodek, and industry leaders like Subway's Jim Gansinger and MVideo's Michael Kuchment to evaluate Russia's economic resilience following new sanctions. Despite market volatility and potential blowback from Visa and MasterCard withdrawals, participants argued that depressed asset prices and a shift toward Asian capital create distinct investment opportunities for private equity and retail sectors. The discussion highlighted specific strategies for navigating currency devaluation and geopolitical friction while positioning Russia as a future global consumer market despite short-term contractions.