"Fund Strategies. Challenges, opportunities and macro outlook"

Thursday, December 22, 2016
Royal Olympic Athens Hotel

Speakers / Presentations

Ditsas Michalis

Client Portfolio Manager - High Yield, J.P. Morgan Asset Management
Ditsas MichalisMichalis Ditsas, vice president, is a client portfolio manager in the Global Fixed Income, Currency & Commodities (GFICC) group. Based in London, Michalis is responsible for the client service, communication and support for high yield client portfolios. An employee since 2008, Michalis contributes valuable analytic experience from his previous role in the Portfolio Analytic Group (PAG). Prior to joining the firm, Michalis worked at AIB Capital Markets as a Quantitative Risk Analyst. With more than nine years of industry experience, he holds BA in accounting from the Technological Educational Institution of Kavala (Greece), a M.Sc. in international economics, banking and finance Cardiff University, and is a Level II Chartered Alternative Investment Analyst (CAIA) candidate.
Why you should invest in High Yield

Fessas Michalis

Head of Fund Selection, Fund Selection Division, EUROBANK Asset Management M.F.M.C.
Fessas MichalisMichalis Fessas is the Head of Fund Selection at Eurobank Asset Management M.F.M.C. He has served as a Fund Analyst at Eurobank Asset Management M.F.M.C. and previously at Eurobank Private Banking as well as Personal Banking Relationship Manager at the Eurobank Branch Network. He is a Ph.D. candidate at the Department of Banking and Financial Management of the University of Piraeus. He holds an M.Sc. degree in Finance and Econometrics from the University of York and a B.Sc. degree in Applied Informatics from the University of Macedonia in Thessaloniki.
Alternative UCITS: A universe on the rise
Alternative UCITS funds made Hedge-Fund like strategies available within the UCITS framework. The alternative UCITS universe has been in the focus of both investors and Fund Management companies over the past years. There has been a significant number of new Fund launches in the universe and significant inflows. What are the major difficulties in selecting an Alt UCITS strategy? How have Alt UCITS funds performed and were they able to deliver the low correlations with traditional asset classes that they promised?

Juscsak George

Executive Director, Senior Sales Executive CEE, J.P. Morgan Asset Management
Juscsak GeorgeGeorge Juscsak is an Executive Director and the Senior Sales Executive for J.P. Morgan. He has 17 years of experience working in the financial markets and in the banking industry in the United States and Internationally. In his current role he is responsible for- and oversees the sales activities for J.P. Morgan Asset Management in Central and Eastern Europe and Russia. He is based in Vienna, Austria.

Prior to joining the European operations he worked on Wall Street as part of the J.P. Morgan Investment Bank. In his role as Vice President he was a member of the Portfolio Strategies Group on the Fixed Income and Rates Products desk, working with various US and international institutional investors. Before J.P. Morgan he worked for Bear Stearns in New York in a similar role, and in the Capital Markets Department of AmTrust Bank in Cleveland, Ohio.

George earned his MBA at the Case Western University, holds a CPA, Series 7 and 63 degrees and pursuing his CFA and PhD degrees. He is a Honorary Professor at SZIE, and member of the MSc in Finance Advisory Committee of the Central European University.
Global Macro Outlook

Katsaros Akis

Managing Director Eurocorp Investment Services
Katsaros AkisMr Katsaros is the Managing Director of Eurocorp Investment Services. 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).
Coordinator of the 1st Panel

Kondakis Konstantinos

Head of UCITS Portfolio Management unit, Piraeus Asset Management M.F.M.C.
Kondakis KonstantinosConstantinos Kondakis is the Head of UCITS Portfolio Management Unit at Piraeus Asset Management MFMC since June 2013, after the merger with ATE MFMC. He began his professional career in 1996 at American Express Bank as a Senior Credit Analyst and Relationship Manager. He entered the field of asset management in 2000, when he worked in Aeolian Investment Fund S.A. as Fund Manager/ Assistant Managing Director, while in 2002 he switched to International MFMC as Mutual Funds Manager until 2008, when he joined ATE MFMC as Equity Portfolios & Derivatives CIO. He is a certified manager by the HCMC and a certified Securities and Derivatives Trader by the Athens Stock Exchange. He holds a BA in Economics from Webster University (USA), as well as a Postgraduate Diploma in Macro & Micro Economics from the London School of Economics and an Msc in Business Finance from Brunel University in London.
“ESG Investing”. General Perspectives

Monokroussos Platon, Ph.D

Group Chief Economist, Deputy General Manager, Eurobank Ergasias S.A.
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. Domestic growth outlook, program milestones, challenges & investment opportunities.

Vitou Isavella

Group Transformation Sector, Group Strategy, Eurobank Ergasias SA
Vitou IsavellaIsavella joined the Group Strategy Division of Eurobank in June 2016. She is a member of the Transformation Sector, involved with projects which intend to transform the Bank’s business and operating model and to contribute towards the implementation of the overall strategic objectives of the Bank.

Prior to that, Isavella worked in the Global Markets & Wealth Management division and, more specifically, in the Coordination Office and Strategic Projects team since June 2015. She was appointed to assist the General Manager (member of the Executive Board) in coordinating the different areas of his mandate, ensuring advanced support, preparing reports and presentations for C-level meetings, boards and committees. Among her responsibilities were (a) to collaborate closely with management for the timely execution of initiatives and special projects assigned by the ExBo member, (b) to actively follow-up respective plans and deadlines and (c) to ensure the smooth operation and functioning of all related businesses mandated to the General Manager on a daily basis. She was also a member of the Private Banking and Discretionary Asset Management Investment Committees.

Isavella joined Eurobank in 2007 as a Senior Fund Analyst at Eurobank Asset Management M.F.M.C. and Group Private Banking division, where she developed a strong expertise on a wide array of funds provided by the Open Architecture platform of the bank, structuring model portfolios and presenting tailor-made solutions for client portfolios. Prior to joining Eurobank, she worked as a Junior Associate in Transaction Advisory Services at Ernst & Young. Her professional career started in 2004 at the Ministry of Tourism acting as a Consultant to the President of the Greek National Tourism Organization at the Ministry of Tourism. In 2006, she did her traineeship at the European Commission in Brussels and Malta.

Isavella holds an International MBA degree in Financial Engineering from Athens University of Economics and Business and an MSc degree in Marketing and Communication from the same university where she graduated with honors. During her undergraduate studies at the Democritus University of Thrace, where she received the BSc degree in Economics, she was awarded a distinction for academic excellence. Finally, she has received the highest level of certification (level D) for Advisory Services by the Hellenic Capital Markets Commission.
Coordinator of the 2nd Panel
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