A European Forums Event

ASSET MANAGEMENT FORUM III

"Asset Management in Greece: The big picture"

Speakers / Presentations

Speakers of Panels

Coordinators of Panels

Dimopoulou Sophie
Katsaros Akis
Krintas Theodore, Ph.D
Lambrianos Michael
Nikolidakis Nikolaos, CFA
Thanos Andreas
Toschi Maria Paola
Anagnostopoulos Ilias
Goudinakos Stratos
Ritsios Yiannis, CFA
Vassiliou Anastasios, CFA

Anagnostopoulos Ilias

Portfolio Manager, Euroxx Securities S.A.
Anagnostopoulos IliasMr. Anagnostopoulos is Portfolio Manager at Euroxx Asset Management where he is responsible for the management of Discretionary and Advisory Portfolio of funds. He joined Euroxx Asset Management in 2007. From 2002 until 2007 worked as Tax and Business Consultant for N. Anagnostopoulos Law Firm. He is certified Analyst and Certified Accountant. He holds a Master degree in Economic Modeling from Grenoble 2 University, a Master Diploma of International Commerce from Marseille 3 University and a Diploma of Software Engineering from Grenoble 2 University.
Coordinator of the 2nd Panel
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Dimopoulou Sophie

Head of Distribution Sales Greece, Israel, Cyprus and Malta. BNP Paribas Investment Partners
Dimopoulou SophieMs. Sophie Dimopoulou has seventeen years of international experience in investment management and is responsible for the business development of BNP Paribas Investment Partners in Greece, Israel, Cyprus and Malta.

Ms. Dimopoulou holds an honours degree in Monetary Economics from the London School of Economics and has completed the Investment Management Program at the London Business School. Ms. Dimopoulou started her career with the Portfolio Management department of Credit Suisse Private Bank, where she developed the structure of the Funds-of-Funds offerings for the London clients. Ms. Dimopoulou held various management positions at Citigroup. She structured and managed fixed income portfolios for clients across U.S., Europe, Middle East, Asia and Latin America and was a member of the Investment Committee of Citigroup Asset Management London. She was also responsible for the origination and launch of Hedge Funds, Private Equity and Real Estate offerings for the Alternative Investments arm of Citigroup Private Bank. She developed complex investment proposals for Citigroup's High Net Worth investors covering all asset classes. In Greece, Ms. Dimopoulou held previously the position of Head of Sales & Marketing at EFG Mutual Fund Management Company.
Participation to the Round table discussion
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Goudinakos Stratos

Chief Risk Officer, ATE Insurance
Goudinakos StratosStratos Goudinakos, a veteran floor trader, has been actively involved in Capital Markets and Finance, Banking/Investment Banking /Asset Management/Insurance for over 20 years.

Started out at London's LIFFE as an options market maker/Director of Investments, built and managed complex derivative portfolios (inter - intra volatility spread structures).

On his return to Greece joined NBG Group, Head Derivatives & Proprietary Trading; managed the desks of market making, arbitrage and sales, set up an international prop desk and was also responsible for hedging the bank's bond book. He, consecutively, moved to NBG's asset management, as Chief Investment Officer.

In succession, participated (partner) in the buyout of an investment company and its extensive restructuring; in addition, developed and started up Ulysses Global Macro Hedge Fund which invested mainly in high grade markets on currencies, bonds, stocks, indices and commodities. Member of Investment Committees in Capital Management; moreover, managing own assets, trading in international derivative markets.

For the last two years he served at ATE Bank’s Board, responsible for Funding and Liquidity. He also sits in a number of Boards for ATE Bank Romania (Audit Committee, President of Risk Mgnt Committee), ATE AEDAK, and ATE Insurance. Currently, he is the Chief Risk Officer of ATE Insurance (Solvency II).

Holds a Diploma in Chemical Engineering of Patras University in Greece, a DBA from Cardiff Business School University of Wales, and an MBA from CASS Business School of City University; also, holds certificates from TEE, SFA and the HCMC in Market Making & Asset Management.
Coordinator of the 1st Panel
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Katsaros Akis

Managing Director, Eurocorp Investment Services
Katsaros AkisMr Katsaros is the Managing Director of Eurocorp Investment Services, a member of the French diversified investment group, Global Investment Services (GIS). He is responsible for the development of Wealth Management activities in Greece, which includes Asset Management, Advisory Investment Services & Third Party Products. He has more than 16 years of experience in the field of asset management. He joined Eurocorp, in January 2014 after a 10-year career in Proton Bank, where he held senior managerial positions regarding asset management activities concerning both institutional and private clients. From 2004 - 2011, he was the Director of the Asset Management division and from 2011 he was the Director of Wealth management and later Personal Banking operations. Prior to that, he was the CIO of Aeolian Closed End Fund (2003), Investment Director at Arrow Asset Management (2001) and Fund Manager at International Mutual Funds. He holds a B.A. in Business Finance from American College of Greece and a MSc Finance from Brunel University (UK).
Participation to the Round table discussion
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Krintas Theodore, Ph.D

Managing Director, Attica Wealth Management. Vice President of Hellenic Fund and Asset Management Association
Krintas Theodore, Ph.DDr. Krintas is the Managing Director of Attica Wealth Management. He was born in Athens in 1966 and studied Economics and Business administration at The Athens University of Economics and Business. He holds an MBA from The Athens University of Economics and Business and The University of Birmingham and a Ph.D. in Finance from The University of Thessaly. He is working in Investment Management and Finance since 1991 and had been the General Manager of Alpha Trust Investment Services (1995-1998), of Marfin Investment Services (1998-2000), Vice-President and Managing Director of IBG Asset Management (2000-2003) and Chief Financial Officer and Member of the Board of Profile Systems and Software (2003-2007). He holds the CIIA accreditation, is a certified investment manager and derivatives trader and market maker, Vice President of the Hellenic Fund and Asset Management Association, member of the Hellenic Chamber of Economics, the Association of Chief Executive Officers, the International Association of Registered Financial Consultants and the Hellenic Institute of Registered Financial Analysts.
Asset Management in Greece: The big picture!
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Lambrianos Michael

Chief Economic Strategist, Eurobank Asset Management M.F.M.C.
Lambrianos MichaelMr. Lambrianos is the Chief Economic Strategist of the Global investment Advisory Division (GAD) at Eurobank Asset Management M.F.M.C., and a member of various Investment Committees. Prior to joining GAD in 2013, he was the Head of Analysis and Investment Strategy within the Investment Management Division of Eurobank Asset Management M.F.M.C., contributing in shaping the team’s investment strategies for mutual funds with a global investment universe. Before joining Eurobank Asset Management M.F.M.C. in 2007, Mr. Lambrianos was Senior Treasury economist at Piraeus Bank and a Treasury economist at Bank of America. Mr. Lambrianos holds an MBA degree from McGill University, Montreal, an M.A. in Economics and a B.A. with honors in Economics from Concordia University, Montreal.
Oxymoron of the Year: The Simply Difficult
In the recent past, for the markets, policy was king and economics took a back seat. As the US and the global economy attempts to graduate to a normal, more mature phase, economics will lead again. The adjustment to this new reality looks to be painful. Economy-wise, this year is expected to be better than the past. Markets-wise, it is turning out to be more difficult. Our investment picks employee a combination of investment directives aimed at overcoming this difficult year. Among our top investment picks is Greece, which fits our desire for idiosyncratic and patient risk-positioning.
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Nikolidakis Nikolaos, CFA

Director of Discretionary Portfolio Management at HellasFin Global Wealth Management
Nikolidakis Nikolaos, CFACurrent Position (2010 – today): Director of Discretionary Portfolio Management at HellasFin Global Wealth Management.

Mr. N. Nikolidakis has been with HellasFin Global Wealth Management since 5/2006 and started his career from the Foreign Equities trading department.
From 2008 to 2010 he has served as the Director of the Investment Advisory department.

Mr. N. Nikolidakis qualifications:
· CFA® charterholder, 2010-2012
· Certified Portfolio Manager & Investment Analyst, Hellenic Capital Markets Commission, 2008
· MSc in Banking & Finance, University of Sheffield, 2006
· BA in Maritime Finance, University of Piraeus, 2004

HellasFin Global Wealth Management is an innovative, dynamic and independent institutional investor in the field of investment services in the worldwide market. Established in 1999, has a total equity capital of 3.050.000€ and is licensed by the Hellenic Capital Market Commission.

HellasFin Global Wealth Management, is one of the biggest independent, in terms of AUM (more than 240 million euros), Global Wealth Management Companies in Greece with headquarters at Thessaloniki, with a branch in Athens.
Participation to the Round table discussion
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Ritsios Yiannis, CFA

Portfolio Manager, Fund of Funds, National Bank of Greece, Group. NBG Asset Management
Ritsios Yiannis, CFAYiannis Ritsios, CFA is Head of Global Equity Strategy at the Asset Management arm of National Bank of Greece, providing recommendations for equity market allocation, sector rotation and stock selection. Previously he was Head of Portfolio Management in Alternative Investments at the same organization developing portfolios of hedge funds and absolute return strategies. He has extensive experience in security analysis, investment strategies, and portfolio management. Over the last years he has managed portfolios of Pension Funds and Mutual Funds, he has developed Quantitative Strategies, and have covered a number of companies as Equity Research Analyst in buy-side and sell-side. Before moving to the financial sector he has worked as financial analyst at the Financial Planning and Control of Heineken (Athenian Brewery).

He is CFA Charterholder, he holds an MBA in Finance from Imperial College London, Business School and an MSc in Telecommunications and Signal Processing from Imperial College London. He graduated from Aristotle University of Thessaloniki, School of Engineering with a Diploma in Electrical and Computer Engineering. Also, he is a certified Analyst and certified Fund Manager by the Hellenic Capital Market Committee (HCMC) and also a certified Derivatives Trader by the Athens Derivatives Exchange.

Yiannis Ritsios is part-time lecturer in the MSc in Finance Program of ALBA and also in the MBA and MSc in Finance program at the Graduate School of American College of Greece. He is instructing in CFA preparatory courses in Greece, Europe and Middle East. He has instructed in the executive course “Measuring Market Risk with Value-at-Risk” at University of Piraeus.

Currently he is the President of the Hellenic CFA society.
Coordinator of the 3rd Panel
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Thanos Andreas

Vice President of Global Trust Independent Financial Advisors
Thanos AndreasMr. Thanos is the Vice President of Global Trust Independent Financial Advisors. He has been monitoring international financial markets since 1986.
Having begun his financial services career in General Portfolio Investments sales in London, he has moved back to Athens, where he worked as a business consultant for Sigma Investment Services and as an analyst, broker and relationship manager at Sigma Securities. He then joined Alpha Trust Investment Services as an Executive Portfolio Manager, P&K Investment Services as Head of Discretionary and Advisory Portfolios; and the National Bank of Greece Asset Management Company where he served as Head of Managed Accounts, Private Clients.
Andreas Thanos is a certified investment manager and a member of several investment committees. He has published various articles and has participated as a speaker in many conferences. He holds a BA (HONS) in Accountancy and Finance from the University of Greenwich and an MBA in Financial Management from the University of Exeter.
Participation to the Round table discussion
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Toschi Maria Paola

Executive Director, Market Strategist, J.P. Morgan Asset Management
Toschi Maria PaolaMaria Paola Toschi, executive director, is a market strategist at J.P. Morgan Asset Management in the Milan Office, in charge of communications to domestic retail and institutional clients. Maria worked from 1986 to 2008 as a sell-side equity analyst in different Italian banking institutions including Banca IMI and Intesa Sanpaolo Banking Group, mainly covering small-mid industrial companies and following several IPOs. In 2003 she became responsible for the retail investment communications team dedicated to the Sanpaolo Retail and Private Banking network. She graduated in Economics at the Milan L. Bocconi University and has been a Member of the Italian Financial Analysts Association since 1989. She joined J.P. Morgan Asset Management Milan in November 2008.
Staying invested despite some volatility
A synchronised global recovery is still on track, despite some recent disappointing data on growth, and support a broad overweight in risk assets. 2014 so far was more positive for traditional fixed income than expected, but medium term outlook is still challenging for duration government bonds and rates are expected to rise. The global outlook of gradual recovery and low rates will continue to be a favorable environment for equities, but with some volatility that implies a more selective approach. The changing financial landscape for investors heightens the need for a more flexible and balanced investment approach.
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Vassiliou Anastasios, CFA

Global Markets Economist, National Bank of Greece
Vassiliou Anastasios, CFAMr. Vassiliou Anastasios was born in Athens in 1974. He is a Senior Analyst and has the title of Global Markets Economist in the Strategic Planning and Research division of National Bank of Greece (NBG), where he has been working since 2001. Currently he is a Secretary of the NBG Group Investment Committee and supports the NBG Private Banking division with regular reports and research. Previous duties as a Macroeconomic Analyst in the NBG Research division included, but were not limited to, the writing of regular reports as well as undergoing ad hoc research. Moreover, he has experience in business plan preparation of a bank and he has developed several spreadsheet models for the Global economy and markets, as well as the Greek economy, such as a stock-flow model for the Greek Sovereign Debt. He has experience in the stock brokerage sector, as he had worked as an Equity Analyst in Eurocorp SA. He has been a CFA charterholder since 2004 and a certified Market Maker/Trader from the Athens Derivatives Exchange since 2002. He holds a Postgraduate degree (MSc) in Banking and Finance and a Bachelor’s degree in Economics from the University of Piraeus. Mr. Vassiliou is Vice-President of the CFA Society Greece. He is married and lives in Athens.
Coordinator of the 1st Panel
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