E327: $7B CIO: The Right Way to Invest in Emerging Markets
E327: $7B CIO: The Right Way to Invest in Emerging Markets  
Podcast: How I Invest with David Weisburd
Published On: Wed Mar 18 2026
Description: What if emerging markets aren’t a trap, but most investors just approach them wrong? In this episode, I sit down with Robert Koenigsberger, Founder and CIO of Gramercy, to explore how he has built a $7 billion emerging markets platform by focusing on high conviction, structured private credit, and long-term partnerships. After nearly four decades in emerging markets, Robert has pioneered strategies that capture the upside while managing risk, proving that careful underwriting, local knowledge, and disciplined execution outperform passive index approaches.