ΠΕΡΙΓΡΑΦΗ

The aim of this seminar is to introduce the participants to the basic principles of asset management and portfolio allocation, portfolio optimization process and risk analysis modeling. The knowledge on these important topics will be built dynamically using an excel-based modeling approach.

ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ

• To comprehend the asset allocation process and its risk regime
• To decide on the most efficient asset allocation strategy based on the risk-return profile
• To evidence the importance of the risk-return profile and the investment decisions on an efficient portfolio management strategy
• To develop live asset management techniques
• To quantify investment risk.

ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ

• Asset Manager
• Investment Consultant
• Financial Analyst
• Business Consultant
• Private Banker
• Risk Manager

ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ

Certification & CPDs

All participants will be awarded a certificate. Each hour of attendance will account for one unit of Continuing Professional Development (CPD) as required for members of most professional bodies.

Trainer

Chrysi Memtsa, BSc, MSc, PhD

Dr. Chrysi Memtsa holds a PhD in Finance from Durham University, an MSc in Business Finance from Brunel University and has graduated from Aristotelion University of Thessaloniki with a BSc in Economics.

She has over 20 years of experience in banking, asset management and financial services in UK, Greece and Cyprus and currently holds a managerial position in a leading financial institution in Cyprus. She previously headed Treasury and Asset Management Divisions in financial institutions, pension fund and asset management companies.

She also has considerable teaching experience during the last 23 years as adjunct faculty at top academic and professional institutions. Her core skill set encompasses asset management strategies, risk management, financial modeling, programming data analytics, banking, regulatory requirements, treasury activities, derivatives, money and capital markets, financial management, strategy, financial accounting, corporate governance and ethics.