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"Wealth Management Forum - 2010"

Panel I: "Is the Wealth Management in the Greek Market Efficient and Adequate for the Greek High Net Worth Investors?"

Grigoriadis Constantinos  
Kakolyris Charalampos
  Singer Alexander

Siokos Stavros, Ph.D.
Head of Asset & Wealth Management
Bank of Piraeus, Athens

Profile: Siokos Stavros, an established executive in the international banking market, has undertaken duties as Head of Deposits & Investment Management (Asset Management, Wealth Management, Private Equity, and Alternative Investments) in Piraeus Bank in April 2008. Mr. Siokos holds an Electrical Engineering degree from the University of Patras, Greece, as well as a Master's degree in Computers and a Ph.D. in Operational Research from the University of Massachusetts, USA. For many years he served as Managing Director with Citigroup, London, where he was Worldwide Head of Sales regarding alternative stock exchange transactions, as well as head of the company's sales and acquisitions strategy teams, and head of the development and products strategy team for all pension funds and insurance companies in Europe. Mr. Siokos is also the author of many academic papers and several books

Topic Description: Wealth Management: Lessons from the Crisis. What does the New Environment mean for HNWIs and for Financial Institutions?

Arhodidis Dimosthenis,Ph.D.
Deputy General Manager-
Head of Group Private Banking,
EFG Eurobank Ergasias, S.A.

Profile: Arhodidis Dimosthenis is currently a Deputy General Manager and Head of Group Private Banking at Eurobank EFG. He has been with Eurobank EFG since the end of 2001. His previous position at the bank was Head of Global Markets Sales where he focused on all aspects of capital markets (origination, syndication, derivatives, structured products). He has worked for strategy consulting firm Monitor Company on various projects in the US, United Arab Emirates and Greece. He also worked as a structurer and sales person of derivative products for the Emerging Markets and Equity Derivatives Groups of Bankers Trust London. After the acquisition of Bankers Trust by Deutsche Bank (June 1999), he worked in the Structured Credit Derivatives Group at Deutsche Bank London.

Mr. Arhodidis,completed the Ph.D./MBA Business Economics program (a combination of the Ph.D. and MBA programs) at Harvard University/Business School on a full fellowship. His dissertation focused on strategic alliances and their financial effects on small partners. He also graduated from Hamilton College, where he concentrated on Economics and Mathematics and received honors in both fields, and spent a year as a visiting student at the London School of Economics.

Topic of Presentation:Greek Private Banks vs International Private Banks: Pros and Cons through Empirical Evidence
This topic is an attempt to analyze the differences between private banking services offered by Greek banks as opposed to international private banks. The purpose is to instigate a discussion which will lead to the further improvement of private banking services offered to Greek clients

Grigoriadis Constantinos
Chief Investment Officer
Steadfast Management Corp

Profile: Grigoriadis Constantinos is the Chief Investment Officer of Steadfast Management Corp, a full scale single family office of an ultra-high-net worth shipping family. His responsibility is the holistic wealth management of family's global assets.
Prior to this position, Mr. Grigoriadis was the Managing Director and Chief Investment Officer of GWM Ltd, an Athens-based single family office of an ultra-high-net worth shipping family. Since June 2006, he established family's global investment management policy statement, executed global asset allocation strategies, established global custody and selected, managed and monitored a number of traditional and alternative investments....

Topic of Presentation:Family Office: Full Control for Ultra High Net Worth Families/Individuals
Some of the topics that will be covered are the following:

  • What are the assets the family wants to enhance or preserve?
  • How will decisions be made concerning investments and other financial alternatives?
  • What governance structure is appropriate for the family?
  • How will the family office be owned?
  • What scope of services will be provided to the family members ?
  • How will the office be organized and managed?
  • What are the technology requirements for the office?
  • How will the family office services be paid for?
  • What can the family do to ensure the success of the office?

Kakolyris Charalampos,
Head of Family Office,
Vafias Group

Profile: Charalampos Kakolyris is the Head of Vafias Family Office, a single family office of the aforementioned ultra-high net worth shipping family. His work focuses on consulting the family for making portfolio decisions about investment mix and policy, matching investments to objectives, asset allocation and balancing risk against performance. Besides, he monitors a wide range of traditional and alternative products included in the portfolio and handles other financial issues. Mr. Kakolyris has been working with Vafias family office since 2007. He holds a Master's degree in Business Mathematics with a specialty in Finance from Athens University of Economics and Business and a degree in Mathematics from National and Kapodistrian University of Athens. Mr. Kakolyris will participate to the panel discussion


Alexander Singer, CFA,
Kallisto Investment Advisors

Profile: Singer Alexander is principal of Kallisto Investment Advisors, an independent portfolio and wealth manager. The firm advises a select group of high-net-worth individuals on the full range of their global investments with a value-oriented fundamental approach. It offers a highly customized and personalized service which caters to clients' individual needs, be they for conservative, income-generating portfolios or aggressive speculative investments, by building unique discretionary portfolios of direct investments in equities, fixed income, currencies, commodity futures and derivatives appropriate to client risk and reward profiles. Prior to launching Kallisto in 1997, Mr. Singer co-founded a financial information publishing firm and worked as a research scientist applying high-powered mathematics and massively-parallel supercomputer resources to financial modeling. Mr. Singer is a Chartered Financial Analyst (CFA) with degrees from Brown University in Neural Sciences and Philosophy and an MBA from INSEAD in France. He also teaches Portfolio Management at Deree - The American College of Greece and serves on the Boards of several not-for-profit organizations.


Panel II: "Investment Outlook"


Tom Elliott TJ Pietro Grassano Dogra   Goudinakos Stratos

Elliott Tom
Vice president, Global Strategist,
J.P. Morgan Asset Management.

Profile: Elliott  Tom, vice president, is a global strategist within the Investment Marketing Team at JPMorgan Asset Management, responsible for investment communications through the Guide to the Markets suite of products. An employee since 1995, he worked in the Global Multi-Asset Group (GMAG) until 2006 and before that he was head of the Investment Writing Team. Previously, he worked at Euromoney Publications as a feature writer for a year and prior to that he spent four years at Greig Middleton & Co. as a graduate trainee and securities analyst. Tom obtained a BA in History from Sussex University and an MSc in Economic History from the London School of Economics.
Topic Description: Demographics and Investment         
Tom Elliott will be looking at the obvious, and the not so obvious, implications for investors in the face of huge demographic changes taking place around the world.
  • What is the relationship between demographics and asset classes?
  • An aging population in the West. Who will buy the baby-boomers assets? Will our equity markets become low growth, bond-like markets?
  • A growing population in the emerging markets. Is the outperformance of emerging markets supported, or undermined, by demographics?

Jelf Tomas
Chief Economist
Prologue Capital

Profile: Jelf Tomas is Chief Economist at Prologue Capital, where he heads up the firm's macro research group. His work focuses on identifying key macro trends with a special focus on inflation in developed markets. Apart from advising Prologue's portfolio managers he also communicates closely on an informal basis with an extensive network of policy makers.

Tomas developed his research framework at Nexus Capital, a Bermuda-based macro hedge fund, where he was Chief Market Strategist. At that time, Nexus was sole manager for George Soros' Quantum Fund. Prior to that, Tomas was senior market strategist at Nexus Research Corp in New York, providing macro analysis exclusively for Nexus Capital and Soros Fund Management.
Tomas began his career as a researcher at the United Nations in Geneva, analyzing direct investment flows to Eastern Europe. He commenced his career in finance in 1997 as a currency strategist with Swissbank/UBS. He joined Lehman Brothers in 2001 where he was responsible for the firm's currency research for the Americas. Altogether, Tomas has close to 15 years experience in analyzing global markets.
Tomas has a degree in political science from the University of Stockholm and a master's degree in international economics from Bocconi University, Milan.
Topic Description: Sovereign Debt and Inflation

Profile: Grassano Pietro is a Senior Sales Executive in JPMorgan Asset Management in Italy since 2002, and Head of Greek Sales since 2008, keeping his responsibility for some clients in Italy. Before that, he has been working with BNP Paribas Asset Management as Client Relationship Manager since Y2000. He spent beforehand four years in Andersen Consulting, where he was Management Consultant in the Finance practice from 1996 to 2000, following mainly banks. His working career starts in Brussels, Belgium, in 1995, as a specialty commodities trader. Pietro has a degree in Economics (DES, Discipline Economiche e Sociali) from Bocconi University in Milan.
Topic Description: "Equity in the long run and Emerging Markets Infrastructure: Pillars of a new opportunity?"
It is known that time horizon is a crucial element of an equity investment - provided that the right macro framework is taken into consideration. In this presentation, infrastructure investments in Emerging Markets - both opportunistic and strategic - are explored, analyzing the challenges that global investors face in the new investment paradigm.
Dogra Hardeep
Global Currency Fund Manager
Schroder Investment Management Limited
Profile: Dogra Hardeep
  • Master's Degree in Finance and Bachelor's Degree in Mathematics at Imperial College London
  • Investment career commenced in 2003
  • Spent 5 years at Goldman Sachs International in the Fixed Income, Currency and Commodities group in London as an interest rate and inflation strategist; with particular focus on US, UK and European inflation markets and government bond markets more wide
  • Joined Schroders in 2009 as Global Currency Fund Manager
  • Current research responsibilities focused on the UK, Euroland and Scandinavia.
Topic Description: Global Currencies: How to gain global diversification without taking equity or bond risk in emerging and developed markets

Coordinator & Speaker
Goudinakos Stratos

Ulysses Capital Management
Profile: Goudinakos Stratos, a veteran floor trader, has been actively involved in Investment Banking and Asset Management for over 16 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. In succession moved to NBG's asset management, Chief Investment Manager.... 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.
Topic Description: Global Macro Outlook
Speaker will analyze the following thoughts
  • Does Fiscal Policy drive to a Debt Bubble?
  • Are we out of the Woods yet?
  • How important are the G8 splits over financial regulation issues?
  • Has the risk of a systemic crisis diminished or not?
  • Will the strength of emerging economies in combination with the low interest rates environment in the developed ones continue to drive liquidity to China?
  • How soon would the Fed raise interest rates to offset budgetary stimulus
  • Would and/or should ECB keep its rates low as investors force governments to cut spending?
  • Is it euros' devaluation good or bad for the Euro zone?

Panel I

  • "Wealth Management: Lessons from the Crisis. What does the New Environment mean for HNWIs and for Financial Institutions?" Siokos Stavros, Ph.D.
  • "Greek Private Banks vs International Private Banks: Pros and Cons through Empirical Evidence". Arhodidis Dimosthenis, Ph.D.
  • "Family Office: Full Control for Ultra High Net Worth Families/Individuals". Grigoriadis Constantinos.
  • Participation to the discussion of the 1st panel. Kakolyris Charalampos.

Panel II

  • "Demographics and Investment". Elliott Tom.
  • "Sovereign Debt and Inflation". Jelf Tomas.
  • "Global Macro Outlook". Goudinakos Stratos.
  • Global Currencies: How to gain global diversification without taking equity or bond risk in emerging and developed markets, Dogra Hardeep.
  • "Equity in the long run and Emerging Markets Infrastructure: Pillars of a new opportunity?". Grassano Pietro.
The wealth management forum will take place in the English language

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