A European Forums Event

ASSET MANAGEMENT FORUM V

"The latest dynamics in the Asset Management Industry"

Speakers / Presentations

Speakers of Panels

Coordinators of Panels

Arvanitis Manolis
Juscsak George
Karyampas Dimitrios, Ph.D
Lazarakou Vassiliki, Ph.D
Lekkos Ilias, Ph.D
Pafili Agathi
Vassiliou Anastasios, CFA
Vitou Isavella

Arvanitis Manolis

Directorate of Research Hellenic Capital Market Commission
Arvanitis ManolisMr Manolis Arvanitis is the Head of Directorate of Research of the Hellenic Capital Market Commission (HCMC) since November 2014. He joined the HCMC in May 2002 and worked until June 2009 & from July 2012 until November 2014 at the Department of Research as well as from June 2009 until July 2012 at the Department of Markets and Information Systems. Since 2003 he participated as a member in a number of CESR/ESMA committees (CESR ISD/MiFID Expert Group Markets, CESR MiFID Sub -Group Markets, Secondary Markets Standing Committee-SMSC) specifying MiFID I and MiFID II/MiFIR provisions and monitoring their efficient implementation in relation to the structure, transparency and orderly functioning of secondary markets for financial instruments, including trading platforms and over-the-counter markets. He took part in the discussions on MiFID II/MiFIR at the European Council as an expert and as national representative during the Hellenic Presidency, participating at both the political and the technical trilogues. He is member of the committee for the transposition of MIFID II into Greek legislation as well as he was also member of the committee for the transposition of MIFID I.

Before joining the HCMC, he worked from January 1996 until May 2002 in Societe Generale Asset Management-SGAM Greece AEDAK as equity fund manager.

Finally he has a master’s degree (MSc) in Business Finance from Brunel University (UK) and a bachelor’s degree in Economics from Athens University of Economics and Business
MiFID II/MiFIR: Shifting to a new trading environment
MiFID II and MiFIR introduce a wide range of reforms that influence the structure and functioning of financial markets. The objectives (level playing field, transparency, orderly functioning, stability, efficiency…) ambitious, the implementation a massive and challenging project and the overall impact not clear yet.
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Juscsak George

Executive Director, Senior Sales Executive CEE, J.P. Morgan Asset Management
Juscsak GeorgeGeorge 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.
Global Macro Outlook and Brexit
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Karyampas Dimitrios, Ph.D

Director, Leonteq AG
Karyampas Dimitrios, Ph.DDimitris is a Senior Quantitative Analyst working on business steering and performance analytics at Leonteq AG. He is Visiting Lecturer at Imperial College Business School, ETH Zurich and Bocconi University teaching at MSc level Counterparty Credit Risk and Financial Analytics. Prior to his current roles he has been working as a quant for UBS and Credit Suisse building up stochastic models for capital optimisation for OTC derivatives, Security Financing Transactions and Exchange Traded Derivatives. Dimitris holds a PhD in Finance from Birkbeck, University of London and his research is published in peer-reviewed academic and practitioners' journals.
Fintech & predictive analytics
Current technological trends in asset and wealth management. Digital transformation and the need for analytics to support business and clients in a fully scalable manner.
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Lazarakou Vassiliki, Ph.D

Head Partner, KLC Law Firm
Lazarakou Vassiliki, Ph.DDr. Vassiliki Lazarakou is an Attorney at Law, admitted both at the Athens and New York Bar Association and specialized on capital markets, banking and finance law, M&As, privatizations as well as corporate law. She recently joined, as Head Partner, KLC Law Firm and she is in charge of the Financial Law Group of the Firm. She was until the end of last year, the First Vice-Chair of the Hellenic Capital Markets Commission (HCMC) since September 2012 and thus member of the Board of Directors and the Executive Committee. She was chairing the Working Group and represented the Council in relation to the adoption of the Regulation and Directive on "Markets in Financial Instruments (MiFID II/ MiFIR)" and managed to reach the political agreement between the European Parliament and the Council. For this reason, she was also chairing until recently the committee for the implementation of MIFID II into Greek law, which was appointed by the Ministry of Finance. She was also the Chair of the Working Group for the Council in relation to the Regulation on "European Long Term Investment Funds (ELTIFs)" during the Hellenic Presidency when a general approach was achieved at the Council.

Before joining the HCMC, she was a Senior Partner with Zepos & Yannopoulos law firm in Athens, Greece and the Head of the relevant Banking, Capital Markets and Finance Group of such firm for several years as well as the co-Head of Real Estate Group. In 2000 and for one year she worked at the legal department of the Athens Stock Exchange. Before that, she had worked with Zepos & Zepos law firm and earlier in the Legal Department of a pharmaceutical company, Sterling Winthorp Inc., New York, USA.

She has a Doctorate in Law (JSD) from New York University School of Law, New York, U.S.A. and her Doctoral thesis was on "Greek privatizations in International Perspective". She also has an LLM in International Legal Studies from New York University School of Law and Bachelor in Law from the Athens University, School of Law.
New framework regarding cross border provision of services and related issues under MiFID II
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Lekkos Ilias, Ph.D

Group Chief Economist at Piraeus Bank
Lekkos Ilias, Ph.DDr. Lekkos is the Chief Economist at Piraeus Bank Group, responsible for the Economic Analysis and Investment Strategy Division of Piraeus Bank Group. He is also a member of the Board of Directors of the Foundation for Economic & Industrial Research (IOBE) and a member of the Council of Economic Advisors of the Hellenic Bank Association. Before joining Piraeus Bank he was a Senior Economist at Eurobank-EFG and prior to that he has worked at the Bank of England, HBOS-Treasury Services and Standard and Poor’s. Dr. Lekkos holds a Bachelor’s degree in Economics from Athens University of Economics and Business, an MSc in Economics and Finance from Warwick University and a PhD in Finance from Lancaster University. His research has been published in a number of academic journals.
Brexit Dynamics
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Pafili Agathi

Senior Regulatory Policy Advisor, European Fund and Asset Management Association (EFAMA)
Pafili AgathiAgathi Pafili is Senior Regulatory Policy Advisor in the European Fund and Asset Management Association (EFAMA) since September 2012 in charge of regulatory developments at the EU and global level with a particular focus on benchmarks and indices and the long term investment funds. She is also a member of the Euribor Steering Committee.
Ms. Pafili was formerly a member of the cabinet of the Vice President of the European Parliament, in charge of the Economic and Monetary Affairs Committee files. Prior to that, Ms. Pafili was the head of the cabinet of the Chair of the Culture and Educations Affairs Committee of the European Parliament from 2007 to 2009 and has worked as a policy advisor for a Member of the Economic and Monetary Affairs Committee of the European Parliament from 2004 to 2007.

Ms. Pafili started her career in 2002 as a trainee lawyer in the Commercial Bank of Greece in charge of commercial private contracts. She is member of the Athens Bar Association and holds a LL.M on international and European law.
Cross border distribution of funds - Developments at the EU level
As a part of its Action Plan for the Capital Markets Union the European Commission has launched a consultation on the further enhancement of the cross border distribution of funds across the EU and the main barriers to deal with. Further integration as well as new distribution channels bring significant potential for asset managers across the EU, but at the same time challenge the smaller structures and markets. This is one of the biggest challenges for the EU asset management industry for the next years.
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Vassiliou Anastasios, CFA

Investment Strategist, National Bank of Greece
Vassiliou Anastasios, CFAAnastasios Vassiliou is a professional economist, specialized in financial markets, portfolio investments and assets valuation. Currently he is an Investment Strategist at National Bank of Greece. Previous positions in the NBG was Wholesale Funding Officer and Head of Global Markets Research. He had been a founding member of the investment committee in a Greek financial institution. Experienced in several funding issues of a financial institution. He has been a CFA charterholder since 2004 and a certified Market Maker/Trader from the Athens Derivatives Exchange since 2002. He holds a Postgraduate degree (MSc) in Banking and Finance and a Bachelor’s degree in Economics from the University of Piraeus. He is currently the Vice-President of the CFA Society Greece.
Coordinator of the 1st Panel
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Vitou Isavella

Group Transformation Sector, Group Strategy, Eurobank Ergasias SA
Vitou IsavellaIsavella joined the Group Strategy Division of Eurobank in June 2016. She is a member of the Transformation Sector, involved with projects which intend to transform the Bank’s business and operating model and to contribute towards the implementation of the overall strategic objectives of the Bank.

Prior to that, Isavella worked in the Global Markets & Wealth Management division and, more specifically, in the Coordination Office and Strategic Projects team since June 2015. She was appointed to assist the General Manager (member of the Executive Board) in coordinating the different areas of his mandate, ensuring advanced support, preparing reports and presentations for C-level meetings, boards and committees. Among her responsibilities were (a) to collaborate closely with management for the timely execution of initiatives and special projects assigned by the ExBo member, (b) to actively follow-up respective plans and deadlines and (c) to ensure the smooth operation and functioning of all related businesses mandated to the General Manager on a daily basis. She was also a member of the Private Banking and Discretionary Asset Management Investment Committees.

Isavella joined Eurobank in 2007 as a 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 Open Architecture platform of the bank, structuring 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 professional career started 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.

Isavella holds an International MBA degree in Financial Engineering from Athens University of Economics and Business and an MSc degree in Marketing and Communication from the same university where she graduated with honors. During her undergraduate studies at the Democritus University of Thrace, where she received the BSc degree in Economics, she was awarded a distinction for academic excellence. Finally, she has received the highest level of certification (level D) for Advisory Services by the Hellenic Capital Markets Commission.
Coordinator of the 2nd Panel
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