Private Wealth Management Summit September 2019
Panayiotis Lambropoulos, CFA, CAIA, FRM
Portfolio Manager | Employees Retirement System of Texas
Speaker Presentation
Critical Success Factors for an Effective and Meaningful Due Diligence Process
Every wealth manager has their preferred process for selecting appropriate investment strategies to meet the needs of their clients. Some rely on various analytical calculations, some rely on their experience and gut instincts and others follow whichever process is mandated by their firm. Join our panel of experts as they discuss:
• The importance of selecting appropriate due diligence partners
• Critical considerations when assessing a new investment
• The role of corporate governance in this process
• Exceptions to the rules
Speaker Bio
Panayiotis Lambropoulos, CFA, CAIA, FRM, is a Portfolio Manager of Hedge Funds at the Employees Retirement System of Texas, a USD 28 billion retirement plan – located in Austin, TX. His responsibilities include sourcing, analyzing and evaluating potential hedge fund managers, process and performance assessment, interviewing various fund employees and third-party service providers, and maintaining due diligence efforts. His focus is on the Trust’s Absolute Return Portfolio as well as Opportunistic Credit allocation. Lastly, he is responsible for the Trust’s Emerging Hedge Fund Manager program – ERS Launchpad – which he proposed and spearheaded.
Panayiotis started in the alternative investment industry as a Research Analyst in Grosvenor Capital Management in Chicago. He later joined MCP Alternative Asset Management, a USD 6 billion Tokyo-headquartered Investment Advisor (Fund of Funds) in Chicago. He was responsible for sourcing, analyzing and monitoring hedge fund investments, and contributing to portfolio allocation decisions. He worked alongside institutional clients, all of which were top investment decision makers for some of Japan’s best and largest blue chip financial institutions.
Panayiotis holds a BS in Business Administration with a concentration in Finance and Marketing from Boston College, and an MBA in General Management from Northwestern University’s Kellogg School of Management. Panayiotis is a CFA Charterholder and has earned his Chartered Alternative Investment Analyst (CAIA) designation as well as his Financial Risk Manager (FRM) certification.
Speaker Presentation
Critical Success Factors for an Effective and Meaningful Due Diligence Process
Every wealth manager has their preferred process for selecting appropriate investment strategies to meet the needs of their clients. Some rely on various analytical calculations, some rely on their experience and gut instincts and others follow whichever process is mandated by their firm. Join our panel of experts as they discuss:
• The importance of selecting appropriate due diligence partners
• Critical considerations when assessing a new investment
• The role of corporate governance in this process
• Exceptions to the rules
Speaker Bio
Panayiotis Lambropoulos, CFA, CAIA, FRM, is a Portfolio Manager of Hedge Funds at the Employees Retirement System of Texas, a USD 28 billion retirement plan – located in Austin, TX. His responsibilities include sourcing, analyzing and evaluating potential hedge fund managers, process and performance assessment, interviewing various fund employees and third-party service providers, and maintaining due diligence efforts. His focus is on the Trust’s Absolute Return Portfolio as well as Opportunistic Credit allocation. Lastly, he is responsible for the Trust’s Emerging Hedge Fund Manager program – ERS Launchpad – which he proposed and spearheaded.
Panayiotis started in the alternative investment industry as a Research Analyst in Grosvenor Capital Management in Chicago. He later joined MCP Alternative Asset Management, a USD 6 billion Tokyo-headquartered Investment Advisor (Fund of Funds) in Chicago. He was responsible for sourcing, analyzing and monitoring hedge fund investments, and contributing to portfolio allocation decisions. He worked alongside institutional clients, all of which were top investment decision makers for some of Japan’s best and largest blue chip financial institutions.
Panayiotis holds a BS in Business Administration with a concentration in Finance and Marketing from Boston College, and an MBA in General Management from Northwestern University’s Kellogg School of Management. Panayiotis is a CFA Charterholder and has earned his Chartered Alternative Investment Analyst (CAIA) designation as well as his Financial Risk Manager (FRM) certification.