A European Forums Event
www.wealth-management.gr

Wealth Management & Family Offices Forum

"Dynamics in the European Wealth Management Arena. Pros and Cons"
Following the success of our 2013 event, Financial-Academy.eu organizes the 5th Wealth Management Forum. This year, top minds and professionals from Greece and abroad will present and discuss hot issues that concern investment executives, private investors, private bankers and family members. What is the day after in the Private Banking sector in Greece? How can a successful investment program for the modern family office be built? What are the future trends, challenges and dynamics in the wealth management industry? Is it the right time to invest in the equity markets? How can a family office avoid common mistakes such as not becoming too adventurous in direct investments or not having a well-defined investment strategy or paying too much fees in outsourced solutions without having appropriate transparency or control?

Panel Ι (Discussion) :

"Dynamics in the European Wealth Management arena. Pros and Cons"
Arhodidis Dimosthenis, Ph.DGeneral Manager at Eurobank
Krintas Theodore, Ph.DManaging Director, Attica Wealth Management. Vice President of Hellenic Fund and Asset Management Association
Mavrogonatou ElenaHead of Private Banking, National Bank of Greece
Piprinias SteliosHead of Retail Banking Wealth Management and Marketing., HSBC Bank Plc
Proestaki ArchontissaDeputy CEO Piraeus Asset Management M.F.M.C
Coordinator

Panel ΙΙ:

"Market Outlook"
Whiting EmilyClient Portfolio Manager for Emerging Markets Equities, J.P. Morgan Asset Management
Toschi Maria PaolaExecutive Director, Market Strategist, J.P. Morgan Asset Management
Labros GeorgeHead of Investment Strategy Unit, Piraeus bank Group
Lamprou EmmanuelFund Manager, NBG Asset Management M.F.M.C.
Coordinator


sponsors

Panel Ι (Discussion) :

"Dynamics in the European Wealth Management arena. Pros and Cons"
Coordinator: Proestaki Archontissa

Panel ΙΙ:

"Market Outlook"

Coordinator: Lamprou Emmanuel