A European Forums Event

Fund Strategies Forum VII

"Greece on the road to recovery. Challenges and Opportunities"

www.FundStrategiesForum.com

Speakers / Presentations

Speakers of Panels

Coordinators of Panels

Cauberghs Alan, CFA
Dimopoulou Sophie
Drossatakis Manos
Harris Fiona
Krintas Theodore, Ph.D
Lambrianos Michael
Lamprou Emmanuel
Monokroussos Platon, Ph.D
Papadogiannis Iossif
Goudinakos Stratos
Ritsios Yiannis CFA

Cauberghs Alan, CFA

Fixed Income Investment Director, Schroder Investment Management Limited
Cauberghs Alan, CFAAlan Cauberghs joined Schroders in October 2013 from Serone Capital Management LLP, a European alternative credit asset manager. Alan was a founding partner at Serone Capital Management LLP (2009-2013), focusing on investment risk management and business development. Prior to joining Serone, Alan was a Managing Director at Fischer Francis Trees & Watts (2004-2009), and Head of Client Servicing and Business Development for the EMEA.

Alan worked at Dexia Asset Management (1998-2004), as a Deputy Head of Fixed Income, responsible for all investment related and operational aspects of the global fixed income strategy. Prior to that time Alan was a Portfolio Manager Fixed Income at Corluy & Co (now ABN AMRO)(1997-1998), managing all fixed income funds and related allocations into multi-asset portfolios. Alan began his career at Credit Lyonnais (1995-1998) as a Manager in the private banking division, primarily focusing on the fixed income exposure within multi-asset portfolios. Alan has his Master in Finance from the Antwerp University, and Financial Analyst from the ICHEC Brussels Business School. He is a CFA charterholder.
Investing in bonds in 2015
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Dimopoulou Sophie

BNP Paribas Representative Office Greece, Investment Partners
Dimopoulou SophieMs. Sophie Dimopoulou has more than 20 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. Sophie 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. Sophie started her career with the Portfolio Management department of Credit Suisse Private Bank covering equities, fixed income and Funds-of-Funds offerings. She held various management positions at Citigroup, where she structured and managed fixed income portfolios for clients across U.S., Europe, Middle East, Asia and Latin America. She was also a member of the Investment Committee of Citigroup Asset Management London. Prior to that she was 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 also developed complex investment proposals for Citigroup's High Net Worth investors covering all asset classes. In Greece, Sophie held previously the position of Head of Sales & Marketing at EFG Mutual Fund Management Company.
Participation to the discussion
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Drossatakis Manos

Partner, Iolcus Investments SA
Drossatakis ManosManos Drossatakis is a managing partner at Iolcus Investments. His responsibilities include the firm's investment strategy. In addition, Mr. Drossatakis consults clients’ family assets, delivering customized and comprehensive wealth management solutions.

Mr Drossatakis has over eighteen years’ experience in the financial sector. From 2008 to 2011 he was CEO of National Securities, a subsidiary of National Bank of Greece and one of the biggest brokerage companies in Greece. He was also a member of the Board of Directors of Finansinvest in Turkey and NBG Securities in Romania. In 2007 -2008, he served as Head of Foreign Operations of National Securities. From 1995 until 2006 Mr Drossatakis was head of Derivatives and Fixed Income at P&K Securities.

Manos Drossatakis is a certified derivatives market maker and portfolio manager. He holds a BA degree in Mathematics from the University of Athens and an MBA degree from Manchester Business School.
Participation to the discussion
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Goudinakos Stratos

Chief Risk Officer, ATE Insurance Piraeus Group
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.

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

On his return to Greece he 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, he participated (partner) in the buyout of an investment company and its extensive restructuring; in addition, he 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).

He 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; he also holds certificates from TEE, SFA and the HCMC in Market Making & Asset Management.
Coordinator of the 2nd Panel
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Harris Fiona

Executive Director, Client Portfolio Manager, J.P. Morgan Asset Management’s US Equity
Harris FionaFiona Harris, vice president, is a client portfolio manager in J.P. Morgan Asset Management’s US Equity Group. An employee since 1997, she is responsible for communicating investment strategy, portfolio information and results to non-US domiciled clients. Previously, Fiona was a client portfolio manager in the firm’s New York office, where she provided support on the mid cap value strategy. She joined the firm as a marketing associate focusing on servicing the needs of clients in the U.K. and continental Europe. She had previously worked in the personal financial planning department of KPMG as a national marketing and communications associate. Fiona holds a B.S. in Marketing from GMIT in Ireland. She holds the Series 7 license.
US Equities: Where do we go from here?
Fiona will provide an overview of the current economic and investment environment in the US. Additionally, she will provide some commentary on where the best opportunities may be.
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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.
Participation to the discussion
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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.
USD bull cycle: Implications on asset allocation
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Lamprou Emmanuel

Fund Manager, NBG Asset Management M.F.M.C.
Lamprou EmmanuelMr. Emmanuel D. Lamprou is a senior Fund Manager in NBG Asset Management MFMC. He has been working in the Financial Industry since 2001 and joined NBG Asset Management MFMC in 2007. Currently, he manages two ETFs (ETFASE and ETFGT30P) and one Mutual Fund (Delos Domestic Balanced Fund). During his career he has held various positions in the area of Active Asset Management. Also he has been involved in Market-Making and Proprietary Trading using Derivatives Securities and in the implementation of Delta One Indexation Strategies for ETFs and Index Funds. He holds a Bachelor degree in Economics from the National and Kapodistrian University of Athens (1997) and an M.Sc. degree in Investment Management from Cass Business School of London (2000). He is a certified Portfolio Manager (HCMC), a certified Derivatives Market-Maker (EUREX & ADEX) and a certified CMT Analyst (MTA).
Indexation & Benchmark Selection in Fund Management
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Monokroussos Platon, Ph.D

Deputy General Manager, Chief Market Economist of Eurobank
Monokroussos Platon, Ph.DDr. Platon Monokroussos is Deputy General Manager and Chief Market Economist at Eurobank Ergasias S.A., one of the four systemic banks in Greece. He is member of the Scientific Council of the Hellenic Bank Association and its representative to the Chief Economists Group (CEG) of the European Banking Federation. He is also a member of Board of Directors of Grivalia Properties REIC, a public company which manages one of the most important commercial property portfolios in Greece and Eastern Europe. He holds a Professional Qualification Certificate for the provision of investment services (type D) issued by the Bank of Greece. Before joining Eurobank, he held high-level positions in leading financial institutions, including ABN AMRO and Bank of America. Dr. Monokroussos holds a Bachelor's degree in theoretical Mathematics (University of Crete, Greece), Masters Degrees in Economics (Clark University, Worcester, MA USA) and Business Administration (Boston College, Wallace E. Carroll School of Management Boston, MA USA) as well as a Diploma in Business and Corporate Leadership from Harvard Business Publishing. He received his Ph.D. from the National and Kapodistrian University of Athens (Doctorate thesis on foreign exchange microstructure). Dr. Monokroussos has written extensively on contemporary macroeconomic and financial issues and he is co-editor of the book “A Crisis Manual: A Retrospect of the Crisis and the Road to Recovery”, Palgrave Macmillan Studies in Banking and Financial Institutions Series (upcoming). He has participated as a speaker in numerous international economic forums and has regularly been cited in the international financial press and newswires, including Financial Times, The International Herald Tribune, The Wall Street Journal, Reuters and Bloomberg. Furthermore, he has appeared on CNN, BBC, CNBC as well as other leading broadcasters. In recent years, his team has repeatedly been included in the Reuters top-10 list of most accurate global forecasters of major exchange rates.
Greece on the road to recovery. Challenges and Opportunities.
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Papadogiannis Iossif

Chief Investment Officer of Alpha Trust Mutual Fund Management S.A.
Papadogiannis IossifIossif Papadogiannis, Senior Fund manager, Chairman, CEO & Chief Investment Officer of Alpha Trust Mutual Fund Management S.A., 48.
Over 18 years of professional experience in asset management. BA in Economics from the University of Athens, MSc in Project Analysis Finance & Investments from the University of York UK.
Since 1994 until 1998 he worked for Nuntius Hellenic Securities, Bank of Athens and Axon Securities.
Joined Alpha Trust in 1998.
Member of the Investment Committee and a Certified Investment Manager by the Hellenic Capital Market Commission.
Manages the Economists’ Occupational Pension Fund Domestic Balanced Fund.
Participation to the discussion
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Ritsios Yiannis CFA

Head of Discretionary Asset Management, NBG Asset Management
Ritsios Yiannis CFAYiannis Ritsios CFA, is Head of Discretionary Asset Management at National Bank of Greece Asset Management, managing and overseeing Institutional and Private portfolios. He is also Director and Managing Director of the Luxemburg subsidiary, NBG Asset Management Luxemburg. Previously he was Head of Global Equity Strategy and Head of Alternative Portfolio Management at the same organization. He has extensive experience in equities, bonds, funds and alternative investments. Over the last years he has managed portfolios, developed quantitative investment strategies, and covered a number of companies as equity research analyst in buy-side and sell-side. Before moving to the Investment sector he has worked as financial analyst at the Financial Planning and Control of Heineken - Athenian Brewery.

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

Yiannis Ritsios is instructing in CFA preparatory courses in Greece, Europe and Middle East. He was adjunct professor in the MSc in Finance at ALBA and also in the MBA and MSc in Finance at the Graduate School of Deree - American College of Greece. Also he has instructed in executive courses (“Measuring Market Risk with Value-at-Risk” at University of Piraeus)

He was President of the CFA Society Greece for 6 years, and he is currently the Past President and active volunteer in Advocacy and Investment Performance Standards (GIPS).
Coordinator of the 1st Panel
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