Thursday, November 29, 2018
Royal Olympic Athens Hotel

Welcome to the 7th Wealth Management Forum in Athens, Greece.

Following the success of our previous events, Financial-Academy.eu organizes the 7th Wealth Management Forum. Since 2009 the Greek economy has been trying to find its pace. On the other hand, the global environment is becoming different and fragile as new political dynamics present new opportunities but also pitfalls. Under this skepticism, the forum will focus on the global macro dynamics and investments while taking a closer look at the Greek economics. What are the asset classes investors and family offices should focus on? Current Geopolitical Developments and Immigration will be elaborated as it is a critical issue with many impacts for Europe and the rest of the world. Tax Planning & Compliance in the Wealth Management Industry will be presented analytically to provide a better sense of compliance with local regulations, as well as easy to manage structures with reasonable costs and flexibility. This conference will exclusively feature dialogue driven panel discussions led by industry leaders. The conference will also facilitate networking with other delegates.

Panel I:

PART A – Global Macro view

Tanzmeister Jakob

Tanzmeister Jakob

Executive Director, J.P. Morgan Multi Asset Investment Team

PART B – Latest Trends in the Investments Industry
(Presentations and discussion panel)

Cronje Stephan

Cronje Stephan

Cronje & Yiannas Actuaries and Consultants Ltd

Tessaromatis Nikos

Tessaromatis Nikos

Professor of Finance, EDHEC Business School and EDHEC Risk institute

Tanzmeister Jakob

Tanzmeister Jakob

Executive Director, J.P. Morgan Multi Asset Investment Team

Panel II

Robo Advisory, Blockchain, Cryptocurrency and Legal Issues

Krintas Theodore, Ph.D

Krintas Theodore, Ph.D

Managing Director, Attica Wealth Management. Vice President of Hellenic Fund and Asset Management Association

Frontistis Athanasios

Frontistis Athanasios

Cryptocurrencies advisor, MSc in Digital Currencies, Cryptorizon / MSc in Finance, Pension Funds - Global Money Managers (GMM)

Lazarakou Vassiliki, Ph.D

Lazarakou Vassiliki, Ph.D

Partner, L&L Law Firm, Former Vice Chair of the Hellenic Capital Markets Commission

sponsors

Panel I:
PART A – Global Macro view

PART B – Latest Trends in the Investments Industry
(Presentations and discussion panel)

Panel II
Robo Advisory, Blockchain, Cryptocurrency and Legal Issues

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