60th After-Work Lecture: Generating Alpha in Emerging Markets
60th After-Work Lecture: Generating Alpha in Emerging Markets
School or Professorship:
The CFA After-Work Lectures are a series of lectures on current developments in Asset and Investment Management. Exchange of ideas amongst professionals of Corporations, Banks, Asset Management, Investment and Insurance Companies, Financial Advisory Services, Tax Administration, Lawyers, Trustees, Fund Managers and Financial Auditors.
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
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
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
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