Panayiotis Lambropoulos, Cfa, Caia, Frm Email & Phone Number

Austin, Texas, US

Portfolio Manager – Hedge Funds, Emerging HF Managers, Opportunistic & Special Situations

New York, New York, US

Amherst, Massachusetts, US

- Appointed Head of inaugural Austin Chapter (April 2016)

New York, New York, US

Alternative Investments Forum ("AIF") is an independent economic think tank focusing on institutional investment policy. It treats alternative investment strategies as tools that institutional investors can use to achieve their investment objectives with tolerable levels of risk. To that end, it brings many of the world's leading investment minds together.

Austin, Texas, US

• The CFA Society of Austin was founded in 1963 to serve the practitioner’s need for specialized knowledge, advanced studies, and information on new developments in investments and financial management. Of equal.
• Assist in developing Employer relationships
• Work with Executive Officers to solicit annual sponsorships
• Work with Annual Dinner Chair to co-ordinate sponsorship solicitation
• Coordinate with Vice President to offer sponsorship opportunities for regular events and programs
• Attend Board meetings

Amherst, Massachusetts, US

London, GB

San Francisco, California, US

Portsmouth, New Hampshire, US

• Focused on ways to improve businesses operations with the purpose of creating long term value through margin expansion and P&L impact initiatives. Goal was to elevate organizational performance of under-performing.
• Constructed business/operational framework through enterprise/value stream mapping, financial statement analysis and by identifying key policy, process, systems and practice gaps for potential opportunities.
• Through research and analysis gained strategic insight for qualification/quantification of opportunities by area that leads to confirmation of opportunities with process owners.
• Delivered extensive executive communications, recommendations and implementation plans.
• Constantly reviewed key performance indicators and variances compared to budgets.

US

• Sourced, evaluated, proposed and monitored investments across a large number of hedge fund strategies and asset classes, on a global basis, including Global Macro, Currency, Credit and Equity Long/Short.
• Identified and analyzed through detailed due diligence manager differences in investment philosophies, portfolio and risk management as well as competitive edge.
• Continuously reviewed and monitored both the traditional and alternative investment environment to better assess and identify changes that might have had a significant impact on the firm’s investments, portfolios as.
• Created, implemented and maintained the firm’s first ever peer universe for all approved strategies including sector specific (i.e. Technology, Healthcare) and region specific (i.e. Brazil). Sub-divided and updated.
• Authored/shared over 1,100 detailed memos with all members of the firm/clients in Japan following all meetings, conferences, trips and conversations, providing summaries, thoughts, opinions and comments.
• Communicated actively with all members of the firm and clients recommending manager re-allocations or redemptions based on specific manager risk issues, concerns and observations as well as portfolio targets.

Worldwide, OO

• Primary responsibilities included the management of the project’s payment procurement process. Included is the draft and update, as needed, of a detailed procure-to-pay guideline and procedures.
• Created and tracked all purchase orders; monitored capital spending, and compared against the budget.
• Created and updated financial reports by period (forecast and cash-flow) as well as internal hardware and software credit forecasts. On a monthly basis reviewed and tracked the client’s vendor invoices due back for.
• Assisted teams with procurement justification analysis (lease vs. buy).

Chicago, IL, US

• Identified, evaluated and proposed potential investment ideas to senior management and Investment Committee.
• Responsible for operational due diligence and on-going monitoring of underlying hedge fund managers employing hedge equity strategies focusing on European, Global and to a lesser extent U.S. equities.
• Maintained contacts and fostered relationships with European hedge fund managers, as well as, industry professionals and consultants.
• Computed, analyzed and monitored managers’ performance attribution, implied return on capital and exposure.
• Prepared, maintained and distributed monthly equity, fixed income and hedge fund index returns used on client conference calls and referred to in Grosvenor publications.
• Had periodic contact with managers to discuss the current investment environment, strategy and significant changes and developments regarding investment style, staff, assets under management, capacity.

Boston, Massachusetts, US

• Created/maintained monthly P&L for Brokerage unit.
• Reported directly to Controller, CFO and President.

Mba, General Management

Bs, Finance And Marketing

Cfa Program

Caia Charter

Financial Risk Management