Gramercy Highlights

———- Venezuela ———-

Risk and Return

On this episode of Risk and Return, Charlie Gasparino and Bob Sloan are joined by Robert Koenigsberger to break down emerging markets trades as Venezuela enters a new world order shaped by Trump-era geopolitics. Watch here.

CNN, Quest Means Business

“Old debt stocks will have to be restructured before FDI in Venezuela.” Our founder and CIO, Robert Koenigsberger, speaks to CNN’s Richard Quest on what’s next for the country. Video courtesy of CNN International. Watch here.

Bloomberg Surveillance

Our founder and CIO, Robert Koenigsberger, on Bloomberg Surveilance with Jonathan Ferro to discuss the events in Venezuela and the outlook. Watch here.

———- 2025 ———-

Macro Hive: “The New Era of Private Credit”

In this webcast, listen to what our founder and CIO Robert Koenigsberger tells Macro Hive CEO Bilal Hafeez about the new wave of opportunities in emerging markets, China’s turnaround, and how to navigate emerging market cycles. Watch here.

iCapital Beyond 60/40 with Sonali Basak

High-conviction strategies can unlock value in emerging markets. Hear our founder and CIO Robert Koenigsberger’s perspective on iCapital’s Beyond 60/40 with Sonali Basak. Watch here.

Why Private Credit in EM?

Get the inside track from Capital Solutions head Gustavo Ferraro and his team as they discuss the distinct advantages and untapped opportunities of Private Credit in Emerging Markets. Watch here.

Robert Koenigsberger on Emerging Markets and the Origins of Gramercy

Gramercy’s founder, managing partner and CIO Robert Koenigsberger discusses his background, how he learned to spot opportunities in emerging markets – and why he was inspired to start Gramercy. “I wanted to do something entrepreneurial.” Watch here.

Robert Koenigsberger on How to Build A Business

Meet the Gramercy Team: Our Founder and CIO Robert Koenigsberger talks about the early years of the firm, navigating distressed situations from the Russian financial crisis to the Argentine default – and Gramercy’s transformation from a hedge fund to an EM investment manager with $7 billion in AUM. Watch here.

Robert Koenigsberger on The Right People

What are the traits that make people successful at a place like Gramercy?
In this video, our Founder and CIO Robert Koenigsberger reflects on what he looks for in a team, what he’s most proud of, and offers some advice for young professionals. Watch here.

On February 14th, CIO and Managing Partner, Robert Koenigsberger, was published in Pensions & Investments. Read his thoughts about how to pursue a better approach to emerging markets debt here.

Gramercy’s CIO and Managing Partner, Robert Koenigsberger, spoke with Bloomberg News’ James Crombie and Bloomberg Intelligence’s Tolu Alamutu, in the latest Credit Edge podcast. Listen as they discuss Robert’s outlook for significant growth in private credit to developing nations as well as emerging markets private debt returns, default risks, real estate investment strategies, U.S. tariffs and trade policy, and recent deals in Mexico and Türkiye.  Listen to the full conversation here.

Gramercy was pleased to announce the close of Gramercy Capital Solutions Fund III. Upon final closing, the Fund has a combined capital raise of $760 million including LP commitments and co-investments. Read more here.

Gramercy was pleased to announce on February 19th that we have deployed $500 million through our Capital Solutions Strategy in Türkiye. Read more here.

On January 15th, we published our 1Q 2025 Strategy & Outlook. The consequential economic challenge facing us all in 2025 is explored in depth. Read the paper here.

———- 2024 ———-

On October 9th, we published our 4Q 2024 Strategy Outlook. The global economic and political environments are discussed in depth. Read Here. 

Gramercy Managing Partner and CIO, Robert Koenigsberger, spoke with our Chair, Mohamed A. El-Erian, about the motivation, the development and the implementation of a better approach to emerging markets. You can view highlights or the entire conversation about where allocators often go wrong and how to combat these factors to bring stronger results to their portfolio. Watch Here.

On July 16th, Gramercy Founder and CIO, Robert Koenigsberger, was featured on Bloomberg Surveillance where he discussed the global economy and the importance of a better approach to emerging markets. Watch Here.

Gustavo Ferraro, Partner and Head of Capital Solutions, is joined by Carlos Vargas, CEO of Andino Investment Holding S.A.A., to discuss his experience working with Gramercy. Watch Here 

Gustavo Ferraro, Partner and Head of Capital Solutions, is joined by Rodrigo Ribadeneira, President of Masplay, to discuss his experience working with Gramercy. Watch Here

Gramercy Founder and CIO, Robert Koenigsberger, was featured on CNBC where he discussed a better approach to emerging markets. Watch Here 

Gramercy’s Co-Head of Sovereign Research, Petar Atanasov, was featured on CNBC where he discussed the outlook for emerging markets, specifically Turkey and India. Watch Here

On February 1st, Gramercy hosted a virtual roundtable discussion. First, Scott Slayton, Partner, Chief Strategist at Capital Creek Partners moderated a fireside chat between Mohamed A. El-Erian, Chair and Robert Koenigsberger, Managing Partner and Chief Investment Officer. Next, Timothy Reick, Chief Executive Officer at HRC Group moderated a discussion between Gramercy’s Investment Strategy leaders. Watch Here

On April 3rd, we released our Second Quarter Strategy Outlook authored by our Managing Partner and CIO, Robert Koenigsberger, Chair, Mohamed El-Erian, and Co-Heads of Sovereign Research, Kathryn Exum and Petar Atanasov. Global politics, investment themes and how they may impact your portfolio are discussed in detail. Read more here.

Liberty Street Advisors and Gramercy Funds Management Launch the Gramercy Emerging Markets Debt Fund. Read More Here.

Gramercy Funds Management LLC Names Emerging Markets Expert, Hamad Almudhaf, Managing Director, Head of International Capital Markets. Read More Here.

———- 2023 ———-

Our First Quarter Strategy Outlook authored by our Managing Partner and CIO, Robert Koenigsberger, Chair, Mohamed El-Erian, and Co-Heads of Sovereign Research, Kathryn Exum and Petar Atanasov is now available. Global politics, investment themes and how they may impact your portfolio are discussed in detail. Read more here.

In the video below, Partner and Head of EM Debt, Philip Meier & Managing Director and Portfolio Manager, Belinda Hill are joined by Managing Partner and Chief Investment Officer, Robert Koenigsberger, & Chair, Mohamed A. El-Erian, to discuss our approach to investing in emerging markets debt and what makes Gramercy unique.  Watch Here

Our differentiated approach to multi-asset investing in emerging markets is discussed below. Hear from Managing Partner and Chief Investment Officer, Robert Koenigsberger, Chair, Mohamed A. El-Erian, and Partner and Multi-Asset Portfolio Manager, Philip Meier, as they discuss the team and their process.  Watch Here

Watch as our Capital Solutions Team talks about their approach to private credit in emerging markets. Watch Here

Gramercy CIO and Managing Partner Robert Koenigsberger joined Tom Kehoe on AIMA’s Perspectives podcast to discuss what it was like to launch Gramercy 25 years ago, the complexities of navigating emerging markets, and to share his thoughts on ESG.  Listen to the conversation below or on the AIMA website where you will also find links to the major podcast platforms and more. Listen Here

June marked the 25th Anniversary of Gramercy! Thank you to our valued investors, trusted business partners and team members without whom this milestone could not have been reached. We are excited for the opportunities we see ahead, and look forward to continuing to deliver upon our mission to have a positive impact on the well-being of our clients, portfolio investments (and their communities) and our team members. Watch Here