Uni Liechtenstein: 60th After-Work Lecture: «Generating Alpha in Emerging Markets»

In this After-Work Lecture, Hiren Dasani, CIO Emerging Markets at WhiteOak Capital, will build a bridge between rigorous fundamentals and real-world alpha generation in one of the most inefficient parts of global equities. Drawing on two decades of on-the-ground EM investing, he will show why outperformance in emerging markets is less about macro timing and more about disciplined stock selection, governance-aware research, and intrinsic value underwriting. The talk will unpack how investors can separate genuine compounders from «headline winners» using a cash-flow and returns lens (including WhiteOak’s OpcoFinco framework) to identify mispricing and avoid classic EM pitfalls. Expect a practical, process-driven session on how to turn complexity, volatility, and information gaps into an enduring edge – relevant for students and investment professionals alike.

About the Speaker

Hiren Dasani is CIO for WhiteOak Capital’s Emerging Markets franchise with 20+ years of investment experience across India and EM. Mr. Dasani joined WhiteOak after 18 years at Goldman Sachs Asset Management, where he was Co-Head of the Global EM fund and Lead PM for GS India fund. Leading a 20+ multi-location investment team, he delivered benchmark-beating results and earned various industry awards (e.g., Morningstar, Mercer, Lipper, Citywire). GSAM’s GEM franchise grew more than 4x from 2017 to 2025 under his leadership. He is a CFA charterholder with an MBA from IIM Kozhikode and an engineering degree from M.S. University of Baroda.

Agenda

5:45 – 6:00 PM: Welcome and Registration

6:00 – 7:00 PM: Presentation and Q&A

7:00 – 9:00 PM: Apéro and Networking