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Tuesday, 24 November 2009

Museum of Cycladic Art
Nicholas P. Goulandris Foundation
4, Neophytou Douka str.
Kolonaki


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Speakers of Panels          Coordinators of Panels
 Grassano Pietro    Grigoriadis Constantinos
 Handjinicolaou George, Ph.D.    Goudinakos Stratos
 Klein Simon    
 Megliani Licia    
 Phillipson Daniel, CFA    
 Tammaro Silva Patricia    






Goudinakos Stratos [Coordinator of 2nd Panel]

CEO

Ulysses Capital Management

Stratos Goudinakos, 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.Then, participated (partner) in the buyout of an investment company and its extensive restructuring; in addition, developed and started up Ulysses Global Macro Hedge Fund which invested mainly in high grade markets on currencies, bonds, stocks, indices and commodities. Currently, a member of the Global Investment Committee of Helios Capital Management; moreover, managing own assets, trading in international derivative markets.

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.

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Grassano Pietro

Vice President, Head of Greek Sales

J.P.Morgan Asset Management

Topic of Presentation: Post Retirement Investment Strategies.

Pietro Grassano 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.

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Grigoriadis Constantinos [Coordinator of 1st Panel]

Chief Investment Officer

Steadfast Management Corp

Mr. Constantinos G. Grigoriadis is the Chief Investment Officer of Steadfast Management Corpc, 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.

In December 2004, Mr. Grigoriadis joined U.S.Trust Co. as Senior Vice President. His role will be to successfully develop new business for the firm by targeting ultra high net worth individuals and family offices able to invest assets of 50 million dollars and more. U.S. Trust is one of America's oldest (est. 1853) and most respected investment management and trust companies.

Mr. Constantinos G. Grigoriadis was the President & CEO of Alpha Finance U.S.Corporation, the New York-based broker/dealer and investment banking arm of Alpha Bank, of the largest banking group in the area of Southeastern Europe. The company offered an array of financial products and services to U.S. institutional and accredited clients.

Prior to this position Mr. Grigoriadis was a Portfolio Manager at the Investment Management Department of The World Bank with responsibility for non-US developed and emerging equity markets of the Bank's $11.2 billion Pension Plan. Among other responsibilities was to formulate, recommend and implement strategic asset allocation policies with respect to all investments in the Non-US equities sector.

He joined The World Bank in 1997 after four and a half successful years as Head Market Analyst European Emerging Markets at the International Finance Corporation Capital Markets Group. Mr. Grigoriadis was the "architect" of all IFC Indexes in Central & Eastern Europe, since May 1993, and responsible for the research and analysis of all emerging stock markets/equities in that area.

Mr. Grigoriadis completed an advanced post-graduate program in international investing at the Georgetown University, Washington, D.C. in 1994. He also holds an MBA in International Finance from the Kogod Business School of the American University in Washington, D.C. and a B.Sc., in Finance from the Deree College of the American College of Greece.

Grigoriadis' articles appeared in many international publications and he has spoken to numerous conferences on various aspects of international investing in emerging and developed equity markets in the United States.

Mr. Grigoriadis voted one of the Top 20 Global Rising Stars in Wealth Management by Institutional Investor in 2007.

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Handjinicolaou George, Ph.D.

Vice Chairman

Hellenic Capital Market Commission

Topic of Presentation: Regulation and Investments in the New Era

George Handjinicolaou is Vice Chairman of the Hellenic Capital Market Commission having joined the Commission in July 2009. Before that, he was Deputy CEO of the International Swaps and Derivatives Association, Inc. (ISDA), and also Regional Head of EMEA (Europe, Middle East and Africa). His extensive involvement with all aspects of derivatives markets dates back to the early eighties. Before joining ISDA, Mr. Handjinicolaou was the founding member and managing partner of Etolian Capital Management, LLC, a proprietary trading and investment advisory firm. From 2002 to 2006 Mr. Handjinicolaou was the founding partner of Etolian Capital Group, LP, a market-neutral biased, relative value hedge fund specializing in credit and capital structure arbitrage. Prior to forming Etolian Capital, Mr. Handjinicolaou was managing director at Merrill Lynch with responsibility for the Global Fixed Income Emerging Markets business (2000-2002), while from 1998 to 2000, he was executive vice president and head of fixed income for the Americas at Dresdner Kleinwort Benson with responsibility for all of the firm's fixed income activities in the Americas.

From 1986 to 1998, Mr. Handjinicolaou was involved with the fixed income derivatives trading in a variety of functions, including head of global swaps group at Security Pacific/Bank of America, and head of fixed income derivatives for the Americas at UBS. In the early eighties (1983 to 1986), and for a brief period in the nineties (1994-1995), he was with the World Bank Group, including serving as the Treasurer of the IFC. Over the years, Mr. Handjinicolaou has been an active member of the financial community, has served on the Board of Directors of ISDA and Brokertek, and on the Advisory Boards of Polytechnic University, and the International Association of Financial Engineers (IAFE). He has also taught at N.Y.U. and Baruch College and has published several articles. He holds a BA in economics from Athens University, and MBA and Ph.D degrees from NYU.

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Klein Simon

Head of ETF Sales, Continental Europe.

Deutsche Bank

Topic of Presentation: Active Asset Management with ETFs

After graduating in Business Asministration from Friedrich Alexander University in Nuremberg he started his career in the Global Markets Division at Bayern LB in 2000. In 2005, subsequent to assignments in equity sales and trading he took over duties as Senior Sales Manager for the Exchange Traded Funds Division at INDEXCHANGE Investment AG. In mid-2007 he switched to the Exchange Trade Fund department of Deutsche Bank. As Head of db x-trackers Sales he is responsible for pan-European sales.

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Megliani Licia

Regional Manager Southern Europe & EEC

Allfunds Bank SA

Topic of Presentation: Evolution Trends In Funds Industry

Licia Megliani is the Regional Manager Southern Europe & EEC and Country Manager of the Italian Branch of AllfundsBank S.A. in Milan.

Graduated in Business Administration at University Commerciale L. Bocconi, Milan (1993), after a short experience in Reuters, she moved to American Express Bank Ltd - Private Banking Division

She joined in 1995 Allianz Bank SpA (former Rasbank SpA) as Relationship Manager and also dealt with Asset Manager, Financial Advisors and HNWI (1995/98).

After 2 years with Arca SIM SpA (now Meliorbanca SpA) where she covered a position as a Private Portfolio & Relationship Manager, she joined UniCredit Group SpA as Head of Product Department (banking, trading, insurance & asset management) at UniCredit Xelion Banca - the Group Financial Network Company. She held this position until October 2008.

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Phillipson Daniel, CFA

Senior Vice President and Product Manager

PIMCO

Topic of Presentation: Asset allocation revisited in a post-crisis world

Mr. Phillipson is a senior vice president and product manager based in the Munich office. He is responsible for European enhanced cash strategies and alternative solutions and is a member of PIMCO's asset allocation product team.

Prior to joining PIMCO in 2002, he was with a strategic consulting firm, active primarily in the private equity sector. He has eight years of investment experience and holds an Honours Business Administration degree from the Richard Ivey School of Business (Canada).

He also completed an exchange program in the Master of International Management program at the University of St. Gallen (Switzerland).

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Tammaro Silva, Patricia

Head of Institutional Sales & Global Liquidity

J.P.Morgan Asset Management

Topic of Presentation: Liquidity Strategies - Corporate Treasury Investments in a highly risky environment

Patricia Tammaro Silva, is an institutional sales executive within the Institutional and Global Liquidity Teams in Milan. An employee since 2007, Patricia is responsible for the relationship with Italian, Greek and Israeli institutional clients. She started her career in finance in 2000 as an equity sales at ABN AMRO in Paris before joining the asset management industry where she worked in France and Italy. Patricia holds a BA in International Affairs and Modern History from the American University of Paris and a MA in Diplomatic Studies from the Westminster University.

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