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SU M MI T Growth Markets Insights: Shaping Global Investment Themes



Our annual Goldman Sachs Asset Management (GSAM) Growth Markets Summit, held on April 24th and 25th in New York City, featured a series of in-depth conversations on important themes and dynamics shaping the Growth Markets today. The event comprised 18 different sessions featuring over 40 leading CEOs, CIOs, policy makers, political scientists, industry experts, investment fund managers and senior Goldman Sachs professionals. We were honored to be joined by over 400 attendees representing over 275 organizations from 37 countries. Speakers discussed a number of interesting questions throughout the Summit: Is Nigeria poised to be the next BRIC? Can the world fuel the rise of the Growth Markets from an energy perspective? What is the role of infrastructure development in growth and emerging economies? How will the power of social media effect change in China? What are the economic benefits of investing in women in the Growth Markets? These questions were debated during the Summit as we addressed many of the topics facing global investors today. We look forward to continuing the dialogue around the Growth Markets and invite you to join us again at next year’s Summit. Please contact us at [email protected] anytime.

Timothy J. O’Neill and Eric S. Lane Global Co-Heads of the Investment Management Division, Goldman Sachs

This information discusses general market activity, industry or sector trends, or other broad-based economic, market or political conditions and should not be construed as research or investment advice. Please see additional disclosures.


The ascent and continued success of the Growth Market countries has surprised many. It is a phenomenon that has begun to transform the lives of hundreds of millions of people in these nations, lifting them out of poverty, revolutionizing their ambitions, and with that, altering the path of global growth. —Jim O’Neill





Agenda April 24, 2012

April 25, 2012

5:30 pm

7:45 am

Cocktail Reception

Registration and Breakfast

Performances by musicians from The Juilliard School 8:00 am 6:30 pm

Living in a Growth Markets World Part II

Dinner and Welcome Remarks

Jim O’Neill, Chairman, Goldman Sachs Asset Management

Timothy J. O’Neill, Global Co-Head of the Investment Management Division, Goldman Sachs

8:40 am

6:45 pm

The Role of Healthcare and Education in Delivering Sustainable Growth

Discussion with Sir Martin Sorrell Hosted by: Jim O’Neill, Chairman, Goldman Sachs Asset Management Sir Martin Sorrell, Group Chief Executive, WPP 7:45 pm

Discussion with Alan Greenspan and Henrique de Campos Meirelles Hosted by: Jim O’Neill, Chairman, Goldman Sachs Asset Management Alan Greenspan, Chairman, Federal Reserve System (1987-2006) Henrique de Campos Meirelles, Former Governor, Central Bank of Brazil

Moderated by: Gabriella Antici, Chief Investment Officer and Head of Goldman Sachs Asset Management Brazil, Goldman Sachs Amit Bhatia, Founder and CEO, Aspire Human Capital Management Ricardo Leonel Scavazza, Chief Executive Officer, Anhanguera Educacional Participações S.A. Dinakar Singh, Founder and Chief Executive Officer, TPG-Axon Capital Shivinder M. Singh, Executive Vice Chairman, Fortis Healthcare Limited 9:10 am

The Paradox of Investor Short-Termism Knut N. Kjaer, Former Founding Chief Executive Officer of the Norwegian Sovereign Wealth Fund; Chairman, FSN Capital Partners and Trient Asset Management 9:25 am

Infrastructure: Building the Growth Market Dream Moderated by: Colin Coleman, Head of the Investment Banking Division for Sub-Saharan Africa, Goldman