Speakers / Presentations
Speakers of Panels |
Coordinators of Panels |
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Juscsak GeorgeExecutive Director, Senior Sales Executive CEE, J.P. Morgan Asset Management |
 George 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. |
| World Market Outlook |
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Katsaros AkisManaging Director Eurocorp Investment Services |
 Mr 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). |
| Global Wealth Management Trends |
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Koumis MariosWealth Product Manager, Retail Banking & Wealth Management, HSBC Bank Plc |
 Marios Koumis currently works as a Wealth Product Manager in Retail Banking & Wealth Management at HSBC Bank Plc (Greece). He has 15 years of banking industry experience in various wealth orientated roles. His main responsibilities are focused on investment communication strategy, fund analysis & selection, bond list monitoring and wealth coaching.Prior to joining HSBC in 2014, he worked as an Investment Research Analyst for Citibank's Investment Research & Advice team in Greece and as a Citigold Executive. He started his career in Eurobank whereby he gained valuable experience both as a Relationship Manager for mass affluent clients and as an Account Officer for Eurobank's Private Banking division. Marios earned both his BSc in Economics and Master in Finance degrees from the University of Manchester, U.K. |
| Coordinator of the 1st Panel |
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Krintas Theodore, Ph.DManaging Director, Attica Wealth Management. Vice President of Hellenic Fund and Asset Management Association |
 Dr. Krintas is the Managing Director of Attica Wealth Management. He was born in Athens in 1966 and studied Economics and Business administration at The Athens University of Economics and Business. He holds an MBA from The Athens University of Economics and Business and The University of Birmingham and a Ph.D. in Finance from The University of Thessaly. He is working in Investment Management and Finance since 1991 and had been the General Manager of Alpha Trust Investment Services (1995-1998), of Marfin Investment Services (1998-2000), Vice-President and Managing Director of IBG Asset Management (2000-2003) and Chief Financial Officer and Member of the Board of Profile Systems and Software (2003-2007). He holds the CIIA accreditation, is a certified investment manager and derivatives trader and market maker, Vice President of the Hellenic Fund and Asset Management Association, member of the Hellenic Chamber of Economics, the Association of Chief Executive Officers, the International Association of Registered Financial Consultants and the Hellenic Institute of Registered Financial Analysts. |
| Client retention and technology issues |
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Massourakis MichaelChief Economist, SEV Hellenic Federation of Enterprises |
 Michael Massourakis is the Chief Economist of SEV Hellenic Federation of Enterprises (since April 2015). Before that, he had served as Chief Economist of Alpha Bank since 1996. He studied economics at the Graduate Center of the City University of New York (PhD, 1983). He worked as an Economist at the International Monetary Fund (1983-1986), Washington DC, and the Council of Economic Advisors (1987-1996), Athens. He served as an Alternate Member at the E.U. Monetary Committee (1988-1996), Member of the Board of the Capital Market Committee (2000-2004) and President of the Scientific Committee of the Greek Federation of Banks (2012-2015). He is a Member of the Executive Committee and the Board of Directors of the Institute of Economic and Industrial Research (ΙΟΒΕ), and a Member of the Advisory Committee of the Greek Statistical Authority. |
| Greek Economy: Adjustment, Investments and the New Growth Model |
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Tsourinakis AlexandrosHead of Private Banking Greece, Eurobank |
 Alexandros Tsourinakis is the Head of Private Banking Greece for Eurobank. He has worked in the Banking industry for 19yrs, fourteen of them at Eurobank. He started his career at the Dealing Room of HypoVereinsbank Athens, where he traded Fixed Income Securities, Derivatives & Structures for prop and client accounts.He moved to the Dealing Room of Eurobank in 1999, where he contributed in setting up the Global Sales Group, initially serving Institutional & Corporate clients. His mandate gradually expanded to include the coverage of Shipping accounts in asset & liability management, Private Banking Sales in vanilla OTC & Structured Products as well as Retail Network coverage in vanilla+ propositions for mass campaigns & personal banking clients. In his current capacity, he manages 80 front, middle office & specialty group staff that serve the Private Banking assets booked in Greece. Mr. Tsourinakis is an Athens College graduate with High Honors, a holder of a BA in Economics cum laude from Vassar College and an MBA in Entrepreneurship from the University of Louisville with High Distinction. He is married and a happy father of 8yr old twins. |
| Volatility Responsive Asset Allocation |
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Vitou IsavellaCoordination Office & Strategic Projects, Global Markets & Wealth Management, Eurobank S.A. |
 Isavella works in the Coordination Office and Strategy of Global Markets & Wealth Management since June 2015. She is appointed to assist the General Manager on the development and execution of strategic initiatives and among her responsibilities is to ensure smooth operations and functions of all related businesses mandated to the General Manager on a daily basis. She is also member of the Private Banking and Discretionary Asset Management Investment Committees.Isavella has joint Eurobank in 2007 as 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 Eurobank Open Architecture platform, forming 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 career starts 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. |
| Coordinator of the 2nd Panel |
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