Peter Loukas, Cfa Email & Phone Number

Hamilton, On, Ca

Ancaster, Ontario, Canada

- Actively trade Currencies, Futures and Equities based on intraday proprietary technical analysis.- Manage portfolio of Equities, Commodities, Fixed Income, Real Estate & Digital Assets.- Use investment process based on fundamental and technical analysis to manage tactical and strategic portfolios.- Managed construction of Healing Beauty Spa, and manage ongoing strategy, operations and treasury functions.

Toronto

Head of Canada Trading & Portfolio Management - Foreign Exchange ForwardsHead of Risk & Regulatory - FX Products- Responsible for the proprietary trading, institutional client driven trade execution, Interbank market-making, portfolio allocation and overall risk for the Canada FX Forwards Trading Desk. - Consistently exceeded performance objectives in trading desk revenues.- Initiated and developed new institutional and interbank relationships through pricing and market-making. - Established BMO Capital Markets as a leading liquidity provider through aggressive market-making and client deal pricing.- Provided expert analysis of market conditions and FX hedging strategy to Institutional Sales Teams and BMO Corporate Treasury.- Coordinated with Bank of Canada and US Federal Reserve to develop and implement CLS (Continuously Linked Settlement) for the Foreign Exchange and Interest Rate Swaps markets. - Represented the Global Foreign Exchange Group within the BMO Capital Markets Executive Risk Committee to review overall and product category risks.- Coordinated with internal Repo, Money Market and Treasury Trading desks to effectively manage overall BMO cash and term liquidity risk during the 2006-2008 Financial Crisis.- Coordinated with Risk, Legal, Technology, and Operations Groups to develop and implement Dodd-Frank requirements for BMO Global Foreign Exchange Group.

Toronto, Ontario, Canada

- Provided timing/hedging strategies as well as trade execution for direct dealing Mid-Market foreign exchange clients.- Wrote daily market commentary presenting personal macroeconomic and technical analysis.- Exceeded annual sales objectives by over 20%.

Toronto, Ontario, Canada

- Quoted and executed requests from Canadian BMO Branch Network for large value Foreign Exchange transactions.- Managed Commercial Desk currency risk for Majors and Exotics.- Developed comprehensive performance and analytical reports for the Canadian Foreign Exchange Commercial Desk which were subsequently adopted by Senior Management on an ongoing basis.

Toronto, Ontario, Canada

- Executed equity, options, fixed income and mutual fund trades on behalf of Investorline clients.- Responded to client service inquiries and took ownership of completion of service request.- Ensured client account and trade activity was compliant with Investorline and Exchange guidelines.

Mississauga, Ontario, Canada

- Developed client investment selection strategies based on fundamental and technical analysis.- Assisted in the portfolio management and risk analysis of investments totaling over $70 Million.- Developed investment proposals and reviews, and implemented client communication strategy.

Lean Six-Sigma Green Belt

Mba, Financial Services

B.Comm (With Distinction), Finance

- Awarded Finance Medal (Top Finance Graduate) - 1998 - Awarded Magnus Flynn Scholarship - 1996 - Dean's List 1994 - 1997

Dec, General

Education record

- Canadian Securities Course - Conducts & Practices Handbook - Investment Management Techniques - Derivatives Fundamentals Course.

Education record

- Completed Levels I & II

Fellow

- Awarded Silver Medal for academic excellence.