Title: Wealth Management Forum III Descriptive info: .. Wealth Management Forum I (2010).. Wealth Management Forum II (2011).. Thursday,.. May 17.. th.. , 2012.. "Kostis Palamas" Building.. 48 str.. Akadimias & Sina.. Athens, 10679.. Home.. About.. Who should attend?.. Organizers.. Agenda.. Speakers / Presentations.. Sponsors.. Sponsorship Opportunities.. Photo Gallery.. Venue Details.. Contact Us.. organized by.. &.. Panel I:.. Treitel H.. David.. Managing Director, Apollo Aviation Group, UK.. Cole Daniel.. Senior Vice President, Head of European Mutual Funds, Highbridge Capital Management (UK) Ltd.. Peterson Greg, Ph.. D.. Ballentine Partners, LLC.. , USA.. Ladopoulos Athanasios.. Senior Partner & Senior Portfolio Manager, Swiss Investment Managers GmbH.. Coordinator.. Round Table Discussion:.. "Global Macro Investing & Geopolitical Risk".. Andrianopoulos Andreas, ... Art Fund Group, UK.. Lunzer Peter.. Lunzer Wine Investments Limited, UK.. Karadede Markella.. Managing Director of M&Spark.. Roy Stephanie.. IR & Business Development Manager, M&Spark.. Coordinator:.. "The Aviation Fund",.. "Myths and Legends of Quantitative Investing",.. "How to Select the Best Chief Investment Officer for your Family Office",.. "Global Geopolitical Risks",.. "The outlook for equity and fixed income markets in Europe and abroad",.. Coordinators:.. "Investing in Art as an Alternative Asset",.. "Wine is Usually Used to Celebrate Good Results Rather than Create them",.. The forum will take place in English with.. no parallel translation.. in Greek.. -.. Copyright 2013.. wealth-management.. gr.. All Rights Reserved.. - A.. European-Forums.. eu.. event..
Title: Wealth Management Descriptive info: Wealth Management II.. (2011).. Wealth Management III.. (2012).. Why to Attend.. Who should attend.. Organizer.. Speakers.. Presentations.. "Wealth Management Forum - 2010".. Is the Wealth Management in the Greek Market Efficient and Adequate for the Greek High Net Worth Investors?.. Siokos Stavros, Ph.. 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.. 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.. 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.. ,.. Deputy General Manager-.. Head of Group Private Banking,.. EFG Eurobank Ergasias, S.. A.. 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.. Arhodidis,completed the Ph.. /MBA Business Economics program (a combination of the Ph.. 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.. is the Chief Investment Officer of.. , 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.. 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.. Charalampos Kakolyris.. is the Head of Vafias Family Office, a single family office of the aforementioned ultra-high net worth shipping family.. His ... 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.. Sovereign Debt and Inflation.. Grassano Pietro.. Vice President,.. Head of Greek Sales,.. 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.. "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.. 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.. Global Currencies: How to gain global diversification without taking equity or bond risk in emerging and developed markets.. Coordinator Speaker.. CEO.. Ulysses Capital Management.. , 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.. 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?".. "Greek Private Banks vs International Private Banks: Pros and Cons through Empirical Evidence".. Arhodidis Dimosthenis, Ph.. "Family Office: Full Control for Ultra High Net Worth Families/Individuals".. Participation to the discussion of the 1st panel.. Panel II.. "Demographics and Investment".. Sovereign Debt and Inflation.. Global Macro Outlook.. Global Currencies: How to gain global diversification without taking equity or bond risk in emerging and developed markets,.. Equity in the long run and Emerging Markets Infrastructure: Pillars of a new opportunity?.. The wealth management forum will take place in the English language.. Internet Support 2010 derivatives.. gr..
Title: Wealth Management & Family Offices Forum II Descriptive info: Wealth Management 1.. (2010).. Wealth Management 3.. Tuesday, May 17, 2011.. B&M Theocharakis.. Foundation for the.. Fine Arts and Music.. 9 Vas.. Sofias Av.. & 1 Merlin Str.. 106 71, Athens.. Press Release.. organized by.. 1st Panel:.. "Alternative Assets and Investment Opportunities".. Executive Director.. Head of Greek Sales.. Morgan.. Asset Management.. Kanaginis George.. CEO, Piraeus.. Wealth Management,.. a joint venture with BNP Paribas Wealth Management.. Land Stephen.. Portfolio Manager, Franklin Templeton Investments, USA.. Senior Partner & Senior Portfolio Manager at Swiss Investment Managers GmbH.. 2nd Panel:.. "Portfolio Manager Selection".. Holmes Timothy.. Managing Director,.. Risk Advisors.. San Francisco Sentry, USA.. President, Sciens Fund of Funds Management, UK.. Chief Investment Officer.. ALPANCO Inc.. 3rd ... Dimitris.. Chief Investment Strategist.. Marfin Egnatia Bank.. Handjinicolaou George, Ph.. Chief Executive Officer, TBANK.. Vice President, Global Strategist, J.. Member of BoD.. ATE Bank.. "A Portfolio Diversification Approach using Commodities".. "Hybrid Investment Products: A Most Promising Area for Growth".. "Riding the wave of emerging market demand by investing in gold and natural resources".. "Portfolio Managers’ Selection for high-net-worth families and institutional investors".. "Fund of Funds and Managed Account Platforms: New Ways Of Adding Value To The End Customer.. What makes the difference in selecting a good fund manager?".. Open Slot.. Panel III.. "Presentation about the Macro Outlook in Greece and Globally".. Participation to the discussion of the Round Table.. european-forums.. eu ®..
Title: Wealth Management Forum III Descriptive info: About the Forum.. For a third consecutive year, Financial-Academy.. eu and Derivatives.. gr present the 3rd Wealth Management Forum that will bring together top minds and professionals within the wealth management and private banking sector from Europe and USA to help wealthy investors to make the most of their wealth management decisions.. The forum will provide a comprehensive networking platform for businessmen, wealthy investors, professional investors & advisors and meanwhile it will deliver knowledge updates from leading industry professionals locally and abroad.. Some of the questions that participants will have the opportunity to answer and interact with the speakers of the panels are the following:.. To be a CIO for a family office is a.. very demanding.. role which has many more demands than the CIO role of a purely money management firm.. What are these demands?.. What is the.. knowledge and experience a family office CIO.. should have to invest across many asset classes and over many different investment periods? What kind of asset classes should include in his/her portfolio (Bonds, Equities, Public Real Estate, Commodities, Hedge Funds, Private Equity, Private Debt, Private Real Estate, Timber, Direct investments).. What is the secret to select the ".. best.. " fund manager?.. What type of.. portfolio manager is best suited.. for a family office?.. Do high net worth individuals get the.. right investment plan and advice.. ?.. How does the.. Aviation Fund.. Industry work? What is an ... managers are turning to this passion asset to generate income.. Wine.. is usually used to celebrate good results rather than create them.. Which investment in wine may be considered low risk and why, for the past few hundreds of years, wine prices have risen over time.. Which.. wines.. change in price during the course of their lives, and how can an investor utilize transparent pricing data to buy the right stock at the right time to maximize investment returns?.. What are the.. myths and legends of quantitative investing.. ? Is quant dead? Why should an investor consider using it in his/her portfolio? These questions will be answered on the current state of the quantitative landscape.. Some of the myths, and some of legends that surround this style of investing will be explored, with some surprising conclusions reached.. Global Geopolitical Risks.. that investors should be aware of?.. What are the current.. business opportunities in Greece.. for wealthy investors?.. Global Market Outlook.. Sentiment surveys and high-frequency economic indicators over the last few months indicate that the global economic recovery is gathering pace.. But risks linger in the face of high unemployment rates, elevated commodity & energy prices, the persisting euro area sovereign debt crisis.. Can.. European Union overcome its own political deficiencies.. and ultimately its fiscal turmoil?.. Diffusion and exchange of knowledge among high calibrate speakers will give you an insight about the current situation and the road ahead..
Title: Wealth Management Forum III Descriptive info: The prospective audience will be professionals such as:.. Businessmen.. CEOs.. CFOs.. Bankers.. Heads of Private Banking and Wealth Management.. Heads of Family Offices.. Wealth Advisors.. Treasurers.. Asset Managers.. CFAs and Portfolio Managers.. Single Managers.. Trustees.. Business Development Managers.. Financial Planners and Independent Consultants.. Independent Fund Managers.. Financial Services Authorities.. Heads of Hedge Funds.. Salespeople of Financial Products.. Sophisticated Private Investors.. Institutional Investors..
Title: Wealth Management Forum III Descriptive info: Financial-.. Academy.. started its activities in June of 2010 to provide training for professionals in the market from other reputable professionals involved either in the Greek market or in the foreign arena.. The goal is to create the appropriate field of training for quick implementation and transfer of knowledge into practice.. has organized 7 Conferences up to date.. Private Equity Forum.. October 2010.. Gaming & Social Responsibility Forum.. February 2011.. Business Analytics Forum.. March 2011.. Wealth Management Forum II.. May 2011.. Fund Strategies Forum IV.. November 2011.. Investments Forum II.. December 2011.. Business Analytics Forum II.. April 2012.. You can find more on conferences about.. by visiting.. www.. EuropeanForums.. Derivatives.. gr.. started its operations in June,.. 2000.. It is the first Hellenic internet site dedicated to Derivative products.. With the introduction of derivative products in August 1999 in the Greek market, investors had to face a totally new investment vehicle that hided opportunities as well as increased risks.. The mission of.. is to help non sophisticated investors to avoid the pitfalls of these new products ... the Foreign market as well as analysis about the Greek Derivatives Market (through its Digital Weekly Magazine).. Providing on-line interactive tools (calculators).. Organizing Conferences and Workshops.. In order to achieve its objectives,.. has established the fundamentals for the development of a sophisticated investors' community aiming to undertake sound investment decisions.. Our goals are to:.. Analyze and accommodate the needs of our targeted audience.. Simplify and demystify the complexity of these products.. Motivate our members for the sophisticated practice (through our proprietary simulation tools) of derivative products.. Increase awareness and promote derivatives as a viable financial investment alternative.. Starting on February 2008,.. has organized 10 Conferences up to date.. forumsbyderivatives.. Derivatives Forum.. February 2008.. Fund Strategies I.. September 2008.. Investments Forum.. December 2008.. Asset Management Forum.. May 2009.. Fund Strategies II.. November 2009.. Trading Show.. December 2009.. Wealth Management I.. May 2010.. Fund Strategies III.. November 2010.. May 2012.. is an independent company and does not belong under the umbrella of any financial institution.. You can always trust.. for a trustworthy cooperation and accredited market analysis..
Title: Wealth Management Forum III Descriptive info: , Senior Partner & Senior Portfolio Manager, Swiss Investment Managers GmbH.. 09.. 50 - 10.. 05.. "The Aviation Fund".. 10.. 05 - 10.. 20.. "Myths and Legends of Quantitative Investing".. 20 - 10.. 35.. "How to Select the Best Chief Investment Officer for your Family Office".. 35 - 11.. 00.. Q & A.. 11.. 00 - 11.. 25.. Coffee Break.. Round Table:.. , Chief Risk Officer, ATE Insurance.. ... equity and fixed income markets in Europe and abroad".. 55 - 12.. 30.. Round Table Discussion.. 12.. 30 - 13.. Light Snack.. Coordinators:.. , Managing Director of M&Spark.. , IR & Business Development Manager, M&Spark.. 13.. 20 - 13.. "Investing in Art as an Alternative Asset".. 35 - 13.. 50.. "Wine is Usually Used to Celebrate Good Results Rather than Create them".. 50 - 14.. 14.. End of Forum..
Title: Wealth Management Forum III Descriptive info: Speakers of Panels.. Coordinators of Panels.. Born in 1946 in Piraeus Greece, in a family of politicians and founders of the most popular Greek football team (Olympiakos FC).. He was educated at Athens College, and in the Schools of Political Science in Athens, Kent (UK), Cambridge and Oxford.. He studied also Economics and Issues of Peace Research at the University of Oslo.. He holds also a Diploma on Leadership from the Kennedy School of Government, Harvard University.. He lectured at various Schools in the USA and England (Harvard, Stanford, Columbia, Wisconcin at Madison, George Washington, LSE) and he was a Visiting Scholar at St.. Edmund’s College, Cambridge.. In 1998-99 he was Public Policy Fellow at the Woodrow Wilson Center, Washington DC.. He holds two honorary PH.. degrees and he was Professor of Public Policy at the American College of Greece.. He has been elected 9 times member of the Greek Parliament and he has served as Minister of Culture, Trade, Industry, Energy, Technology and Mass Communications.. He has also been elected Mayor of the City of Piraeus.. He has contributed articles to numerous Greek and international journals and newspapers and has written books on Islam, Economic and Political Liberalization and Energy Security.. Since he resigned from Parliament he held his own TV talk show, worked professionally as a newspaper commentator and as a consultant on issues of Caspian energy and political risk analysis for countries of the former Soviet Union and South Asia.. He recently lead a team of international consultants in advising the government of the Russian Federation, under the auspices of the EU, on free competition and the advocacy of liberal market reforms.. He also returned as a South East European Project Scholar at the Woodrow Wilson Center in Washington working on the topic of Russian Energy Diplomacy.. He is now the Director of the Institute of Diplomacy and Global Affairs of the American College of Greece (Deree College) which is situated in the district of Plaka in Athens, Greece.. He is also the author of two historical novels on Medieval and Renaissance Europe.. He has two sons and he lives in Hydra and Athens.. Mr Cole is a Senior Vice President and Head of European Mutual Funds at Highbridge Capital Management (UK) Ltd, a fully owned subsidiary of JPMorgan Asset Management.. Prior to joining Highbridge in September 2010, Mr Cole served as a Vice President at Goldman Sachs Asset Management, where he ran the EMEA Client Portfolio Management group for the Quantitative Investment Strategies team.. In this capacity, he serviced institutions, consultants, high net worth individuals, and third party distributors across the region for the QIS platform.. Mr Cole earned a diploma in Management Science and Operational Research from Warwick Business School, and a bachelors degree in Math and Physics from Warwick University.. Myths and Legends of Quantitative Investing.. Is quant dead?.. Why should I consider using it in my portfolio?.. These questions will be answered, along with much more, in this discussion on the current state of the quantitative landscape.. Stratos Goudinakos, a veteran floor trader, has been actively involved in Capital Markets and Finance, Banking/Investment Banking /Asset Management/Insurance for over 20 years.. 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.. He, consecutively, moved to NBG's asset management, as Chief Investment Officer.. In succession, 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.. Member of Investment Committees in Capital Management; moreover, managing own assets, trading in international derivative markets.. For the last two years he served at ATE Bank’s Board, responsible for Funding and Liquidity.. He also sits in a number of Boards for ATE Bank Romania (Audit Committee, President of Risk Mgnt Committee), ATE AEDAK, and ATE Insurance.. Currently, he is the Chief Risk Officer of ATE Insurance (Solvency II).. Coordinator of the Round Table Discussion.. Markella Karadede had most of her early academic life and the build up of her professional career during the past 12 years in the UK, City of London.. She specializes in creating strategic cross border investor relations and financial communication programs based on Equity Fundraising, M&As and IPOs.. She has previously worked with leading investment management firms and fund administrators in the US and Europe as well as with more niche, single strategy funds.. Prior to M&Spark, she spent the early part of her career undertaking Sales & Business Development as well as Research & e- Marketing with Nationwide Building Society.. She then, gained significant exposure in the Hedge Fund industry of the Oil&Gas and Renewable Energy sector working as Investor Relations Manager for Sector Investment Managers Limited, a UK Energy & Resources focused investment management company.. She then worked with deVere Group leading independent financial advisory consultancy in the Marketing department leading the company’s financial public relations.. Known for her multi-dimensional investment approach, she introduces innovative esoteric and alternative investment themes.. Her unique and irreverent writing style has garnered a strong pan-European network of journalist contacts and a deep understanding of European media markets.. Educated in UK, she holds BSc in Political Sciences from Brunel University, MA in Marketing Communications and IMC qualification administered by CFA, UK.. She speaks French, Greek and English and is a member of the 100 Women in Hedge Funds, Philanthropy section.. Coordinator of the 2nd panel.. Athanasios Ladopoulos is the Senior Partner and Senior Portfolio Manager of Swiss Investment Managers (SIM) and Chairman of the Directors Dealings Fund (DD Fund).. He is a Greek national with over eighteen (18) years of professional experience in fund management and equity research.. He holds an MSc in Intelligent Management Systems - AI & Neuron Networks - from South Bank University, UK, and a BSc(Hons) in Information Systems Analysis & Design from the North College, Greece.. He was more recently the Lead Portfolio Manager of several of ACMH and Xanthus Group's funds and initiated an MBO (Management Buy Out).. Before that he was the Lead Portfolio Manager of Kinetic Special Situations, a London-based event driven hedge funds.. Prior to that, he was Head of Research at Claridge Capital hedge fund and a futures trader for First Continental Trading ... Debt.. 8.. Private Real Estate.. 9.. Timber.. Direct investments.. He/she should also have:.. An unending curiosity and passion for investing.. A global vision and an awareness of shifting global economic trends.. Experience combining the above asset classes into portfolios.. Understanding that the family is exposed to risks beyond just volatility.. Understand that asset location can add significant value beyond basic asset allocation.. Experience managing portfolios to match cash flows and other liabilities not just for returns.. Be able to communicate with a broad ranges of expertise and interest.. Be able to facilitate the transfer of wealth to and the education of the next generation.. Be able to work productively with the other professionals that are engaged by the family.. Be very aware of tax consequences and the potential for tax advantaged investing strategies.. In conclusion being a CIO for a family office is a very demanding role which has many more demands than the CIO role of a purely money management firm.. Stephanie Roy is responsible for the coordination and execution of international account management strategies.. She primarily advises on business intelligence and revenue optimization.. She steers business development mainly in Canada and US due to her excellent market familiarity.. Stephanie Roy began her career in commercial banking, working as customer services advisor for the Bank of Montreal where she acquired excellent cross selling skills providing financial products.. She later joined the strategic pricing team of GE Capital Solutions operating as quantitative analyst honing her research skills.. Highly driven by the aspiration to deepen her knowledge of the capital markets, she then joined TMX Equinom, Canada’s leading investor relations firm where she managed and built on strong buy and sell side relationships as well as developed and implemented various account investor relations programs.. Stephanie Roy holds a B.. B.. A from HEC Montreal in Finance and International Business.. She served as leading teacher’s assistant and research associate in the HEC Montreal trading room.. Stephanie Roy’s multicultural awareness is reflected in her ability to speak fluent French, German, Spanish and English in conjunction with the working knowledge of Italian and Greek.. After graduating from the University of Paris in Finance and Banking, Jean-René completed his military in San Francisco with the French Trade Commission.. He then joined Christie's in London as a Graduate Trainee.. During this time, Jean-René met Philip Hoffman, CEO of The Fine Art Fund Group.. Throughout the eight years spent at Christie's, Jean-René worked in Paris, as General Manager, Los Angeles, as Managing Director where he launched the salesroom and then in Geneva as Business Development Director.. More recently he joined Netjets, the Private Aviation Company which he has represented in Switzerland since 2003.. Jean-René is also an Ambassador for the International Cooperation for the Swiss Red Cross.. He has 3 children.. Investing in Art as an Alternative Asset.. Today, the art industry is estimated to be worth an impressive $50bn.. Over the past decade, art funds and investment schemes have arisen to allow investors a means of generating wealth off the back this evolving, global industry.. At The Fine Art Fund Group, changes in investment practices have been clear.. Ten years ago, private and institutional investors were cautious about viewing art as an investable asset: this perception is firmly behind us.. Most recent changes have shown that more and more Family Offices and private individuals with considerable family wealth are signing up to art investment products like privately managed art accounts.. The rise in arts increasing attraction as a financial asset may in part be due to Sotheby’s and Christie’s auction houses where transparent auction practices and very often ground-breaking realised prices for artworks captivate clients on a global scale.. Amidst the doom and gloom so often reported on regional stock markets, a colourful Maurice de Vlaminck with an estimated potential profit of 10, 15 or even 20 million dollars is certainly appealing.. While the financial and art markets differ numerously, they share some parallels between aspects of their business structures and global dialogues.. Created in 2000, the Mei Moses All Art Index tracks the prices on all art objects that are repeatedly on sale.. With such formalised systems in place to highlight the potential financial gains of dealing in art, it is no wonder that family office managers are turning to this passion asset to generate income.. Returning 16.. 6% on an annual basis in 2010, the Mei Moses was an impressive alternative to the S&P 500 which was up only 15%.. Treitel is one of the world’s leading aviation experts.. He is the Managing Director of Apollo Aviation Group, an investment and asset manager specializing in commercial aviation, with approximately USD 950 million of flight equipment assets under management.. From January 2009 to March 2010, Mr.. Treitel was Co-Chairman of the Energy, Climate and Transportation Practice of ICF International, Inc.. (“ICF”), a large consulting firm and President of Simat, Helliesen & Eichner, Inc.. (“SH&E”), a leading aviation consulting firm based in New York City that is a wholly owned subsidiary of ICF.. From December 2007 to January 2009 Mr.. Treitel was President of SH&E.. Treitel was with SH&E from 1977 until March 2010, and prior to taking up his last position at SH&E in 2007, he served as the firm’s President from 1993 to September 1998, its Executive Vice President from 1989 until 1993 and its Chairman and Chief Executive from 1996 until December 2007 when SH&E was acquired by ICF.. Treitel is the equity trustee and one of the controlling trustees of Lease Investment Flight Trust, and he is a controlling trustee of, Castle 2003-1 Trust, Castle 2003-2 Trust and Aircraft Finance Trust, each an aircraft securitization vehicle.. He was formerly a member of the Board of Directors of TransDigm, Inc and Midwest Express Holdings, Inc, the parent company of Midwest Express Airlines.. Treitel is a former Governor of the Wings Club and is a Trustee of the ISTAT Foundation.. He holds a MBA from Columbia University and a BA from Middlebury College.. The Aviation Fund.. Treitel will speak about the aircraft industry and the investment programs that Apollo Aviation manages.. These involve the acquisition of mature large transport commercial aircraft; their disassembly; and, the liquidation of these aircraft by selling the parts.. Treitel will highlight how Apollo Aviation capitalizes on the recent changes in the aircraft manufacturing industry to manage an exciting investment program that does not exhibit much correlation to the market averages..
Title: Wealth Management Forum III Descriptive info: Platinum Sponsor.. Official Partner.. Official Sponsor.. Smartphone/Mobile Sponsor.. Supporter.. Wine Sponsor.. Printed Media Sponsors.. Investor Relations Sponsor.. Online Sponsors.. Media Sponsor.. Executives Recruitment Sponsor.. Communication Sponsor.. Public Relations Sponsor.. Scientific Contributor..
Title: Wealth Management Forum III Descriptive info: If you have products or services that provide a competitive advantage to the family offices, then consider of sponsoring the 3rd Pan European Wealth Management Forum.. This is a unique opportunity to gain exposure and increase your market share.. For more information to become a sponsor, please call +30.. 210.. 6846329 or send an email at.. info@wealth-management..
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Title: Wealth Management Forum III Descriptive info: Photo gallery.. Peterson G.. , Tzellos P.. , Karadede M.. , Roy S.. Tzellos P.. , Cole D.. , Morris D.. , Kalogeri N.. Conventioneers at the reception desk.. , Siokos S.. Conventioneers.. Ladopoulos A.. , Treitel H.. , Peterson G.. Cole D.. , Ladopoulos A.. Coffee break – Conventioneers listening to live piano.. Andrianopoulos A.. , Goudinakos S.. Morris D.. , Andrianopoulos A.. Charami D.. – Gnostix Team.. Karadede M.. Saillard J.. Roy S.. Lunzer P.. , Saillard J.. , Lunzer P.. HTC winner by Karadede Markella..