Wealth Management
& Family Offices in Greece

"Obstacles, opportunities and dynamics"


Panel I

"Wealth Management in Greece and abroad. The future trends
and challenges within a dynamic and challenging environment"

Coordinator: Goudinakos Stratos, Chief Risk Officer, ATE Insurance
10.00 The Day After: Managing growth in Private Banking, again... Tsourinakis Alexandros Head of Private Banking Greece, Eurobank
10.15 Investment program for the modern family office (how to build a successful program, current trends and opportunities) Kavalekas Dimitris Senior Investment Professional at W Family Office - Gamma Consulting Inc, U.S.A.
10.30 Q & A
10.55 Philosophy, Politics & Economics Goudinakos Stratos Chief Risk Officer, ATE Insurance
11.10 Q & A
11.20 - 11.40 Networking - Coffee Break
Panel II
"Investment Strategies"

Coordinator: Vassiliou Anastasios, CFA, Global Markets Economist, National Bank of Greece
11.40 US equities - where do we go from here Harris Fiona Vice President, Client Portfolio Manager, J.P. Morgan Asset Management’s US Equity Group
11.55 Look Ma, No Hands: Investing in the Global Markets While Eschewing Investment Advice Kontopoulos Yianos Group Chief Investment Officer, Eurobank
12.10 Equity markets in 2014 - a contrarian view Ladopoulos Athanasios Managing Partner & CIO of Swiss Investment Managers
12.25 Q & A
12.50 Networking - Lunch
13.30 End of forum