Panayiotis Lambropoulos, Cfa, Caia, Frm

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

Portfolio Manager - Hedge Funds, Emerging Managers, Opportunistic & Special Situations @ Employees Retirement System of Texas
Panayiotis Lambropoulos, Cfa, Caia, Frm's Location
Austin, Texas Metropolitan Area, United States, United States
Panayiotis Lambropoulos, Cfa, Caia, Frm's Contact Details

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About Panayiotis Lambropoulos, Cfa, Caia, Frm

Highly motivated and driven with excellent communication skills investment professional, possessing strong analytical skills, both qualitative and quantitative. Well versed on global matters, client management and creating shareholder value. Critical thinker with 20+ years of diverse financial experience, specializing in alternative investments. Proven track record of portfolio growth with extensive experience allocating hundreds of millions of dollars to alternative strategies as well as constructing and managing multi-billion portfolios for large institutional investors. Possess deep and diverse knowledge of multi-class investment strategies and capital markets and collaborate regularly with high impact stakeholders, decision makers and global clients. I am currently a Portfolio Manager within a four-member hedge fund team for the Employees Retirement System of Texas (“ERS”). ERS is a $38BN pension sponsor located in Austin, TX. Part of my responsibilities include sourcing new managers, reviewing documents/investor letters/marketing material, performance assessment/analysis and maintaining ongoing due diligence as part of our continuous internal monitoring process. I am also responsible for the Trust's emerging hedge fund manager program. Prior to ERS I was part of a management consulting firm that focuses on operational improvement and efficiency. Prior to that, I spent 6 years with a multi-billion dollar Tokyo-headquartered Investment Advisor. During my tenure I was responsible for sourcing, analyzing and monitoring hedge fund investments across all strategies and I also contributed to portfolio allocation decisions. I worked alongside blue-chip Japanese institutional clients, all of which are top investment decision makers for some of Japan’s best and largest financial institutions. I got my start in the alternative investment industry when I joined Grosvenor Capital Management as a Research Analyst focusing on European, Global and US L/S hedged equity strategies.

Panayiotis Lambropoulos, Cfa, Caia, Frm's Current Company Details
Employees Retirement System of Texas

Employees Retirement System Of Texas

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Portfolio Manager - Hedge Funds, Emerging Managers, Opportunistic & Special Situations
Panayiotis Lambropoulos, Cfa, Caia, Frm Work Experience Details
  • Employees Retirement System Of Texas
    Portfolio Manager
    Employees Retirement System Of Texas Mar 2015 - Present
    Austin, Texas, Us
    Portfolio Manager – Hedge Funds, Emerging HF Managers, Opportunistic & Special Situations
  • Orchard Global Asset Management - Taiga Special Opportunities
    Member Of The Advisory Committee
    Orchard Global Asset Management - Taiga Special Opportunities Jul 2018 - Present
  • Cinctive Capital
    Member Of The Advisory Committee
    Cinctive Capital Sep 2019 - Present
    New York, New York, Us
  • Caia Association
    Chapter Head, Austin
    Caia Association Apr 2016 - Present
    Amherst, Massachusetts, Us
    - Appointed Head of inaugural Austin Chapter (April 2016)
  • Alternative Investments Forum (Aif)
    Investor Advisory Board Member
    Alternative Investments Forum (Aif) Apr 2017 - Present
    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 with the owners of its largest pools of capital for a free exchange of investment ideas and information. AIF strives to be an objective investor resource that explores theory, research and experience to further sound investment decision making. Its mission is to foster education, communication and information exchange among institutional investors globally to help them achieve their investment objectives.http://aifglobal.org--Statewide Accredited Program Excellence Award - January 2020
  • Cfa Society Austin
    Member Of The Board Of Directors
    Cfa Society Austin May 2017 - Present
    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 importance has been its mission to promote high standards of professional conduct among its members. The society is a member of the CFA Institute, formerly known as the Association of Investment Management and Research (AIMR). The Austin Society was admitted to membership in 1966 as part of the Austin-San Antonio Society and then in 1985 as the Austin Society. In 2005, the Austin Society underwent a name change from the Austin Society of Financial Analysts, Inc. (ASFA) to the current name, CFA Society of Austin. http://www.cfaaustin.org/Some duties include but are not limited to:• 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• CFA Austin annual event co-Chair (February 10, 2022) https://www.cfasociety.org/austin/Pages/AnnualDinner.aspx• CFA Austin annual event co-Chair with Governor Jeb Bush (February 25, 2021) http://www.cfaaustin.org/cfa-society-of-austin-special-event-virtual-fireside-chat/
  • Caia Association
    Allocator Advisory Council Member
    Caia Association Oct 2017 - Present
    Amherst, Massachusetts, Us
  • Lijaro Asset Management (Uk) Llp
    Member Of The Advisory Committee
    Lijaro Asset Management (Uk) Llp Jan 2022 - Mar 2024
    London, Gb
  • Phase 2 Partners
    Member Of The Advisory Committee
    Phase 2 Partners Nov 2020 - Mar 2024
    San Francisco, California, Us
  • Synergetics Installations Worldwide, Inc.
    Project Manager
    Synergetics Installations Worldwide, Inc. 2012 - 2015
    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 organizations and teams.•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.
  • Mcp Alternative Asset Management
    Director
    Mcp Alternative Asset Management 2005 - 2011
    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 well as the industry as a whole.•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 each peer universe by interest, focus and priority based on internal definitions/rank system. Reviewed peer universes for all strategies with managing partner of Chicago office and later the firm. •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. •Traveled globally with senior investment professionals from the firm and client side to conferences and to visit existing/potential managers searching for potential investments, outlooks, and to provide reviews and updates.•Initiated and later assisted in the improvement of the firm’s 6 year-old ddq questionnaire document.
  • Deloitte Consulting
    Project Controller - Manager
    Deloitte Consulting Jan 2004 - Dec 2004
    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 credit. • Assisted teams with procurement justification analysis (lease vs. buy).
  • Gcm Grosvenor
    Research Analyst
    Gcm Grosvenor 2000 - 2003
    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.• Reviewed the general investment environment, primarily in Europe, and assessed any factors that might have significantly impacted managers’ strategies and portfolios.• Provided thoughts and opinions regarding any modifications to European portfolio and/or manager changes. • Implemented and generated quarterly peer universe reports for equity and arbitrage groups.• Created and maintained master file including quantitative and qualitative data on all European managers.• Prepared and wrote commentary on the state of the European macro-economic, as well as, hedged equity environment for monthly P&L reports, quarterly strategy review reports and ad-hoc projects.• Gathered and maintained equity-related data for “market intelligence” on U.S., European and Japanese markets.
  • State Street Global Advisors
    Assistant Controller
    State Street Global Advisors 1998 - 2000
    Boston, Massachusetts, Us
    • Created/maintained monthly P&L for Brokerage unit. • Reported directly to Controller, CFO and President.

Panayiotis Lambropoulos, Cfa, Caia, Frm Skills

Hedge Funds Alternative Investments Portfolio Management Investments Asset Management Due Diligence Capital Markets Investment Strategies Investment Management Private Equity Finance Fund Of Funds Financial Services Corporate Finance Analysis Asset Allocation Financial Markets Asset Managment Bonds Investment Advisory Securities Series 7 Project Finance Consulting Operational Due Diligence Manager Selection Institutional Investments Global Macro Managed Accounts Institutional Investors Caia Chartered Alternative Investment Analyst Pertrac Institutional Portfolio Management Investment Research Investment Selection Fiduciary Management Manager Of Managers Performance Attribution

Panayiotis Lambropoulos, Cfa, Caia, Frm Education Details

  • Northwestern University - Kellogg School Of Management
    Northwestern University - Kellogg School Of Management
    General Management
  • Boston College Carroll School Of Management
    Boston College Carroll School Of Management
    Finance And Marketing
  • Cfa  Institute
    Cfa Institute
    Cfa Program
  • Caia Association
    Caia Association
    Caia Charter
  • Global Association Of Risk Professionals (Garp)
    Global Association Of Risk Professionals (Garp)
    Financial Risk Management

Frequently Asked Questions about Panayiotis Lambropoulos, Cfa, Caia, Frm

What company does Panayiotis Lambropoulos, Cfa, Caia, Frm work for?

Panayiotis Lambropoulos, Cfa, Caia, Frm works for Employees Retirement System Of Texas

What is Panayiotis Lambropoulos, Cfa, Caia, Frm's role at the current company?

Panayiotis Lambropoulos, Cfa, Caia, Frm's current role is Portfolio Manager - Hedge Funds, Emerging Managers, Opportunistic & Special Situations.

What is Panayiotis Lambropoulos, Cfa, Caia, Frm's email address?

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What is Panayiotis Lambropoulos, Cfa, Caia, Frm's direct phone number?

Panayiotis Lambropoulos, Cfa, Caia, Frm's direct phone number is (877) 275*****

What schools did Panayiotis Lambropoulos, Cfa, Caia, Frm attend?

Panayiotis Lambropoulos, Cfa, Caia, Frm attended Northwestern University - Kellogg School Of Management, Boston College Carroll School Of Management, Cfa Institute, Caia Association, Global Association Of Risk Professionals (Garp).

What skills is Panayiotis Lambropoulos, Cfa, Caia, Frm known for?

Panayiotis Lambropoulos, Cfa, Caia, Frm has skills like Hedge Funds, Alternative Investments, Portfolio Management, Investments, Asset Management, Due Diligence, Capital Markets, Investment Strategies, Investment Management, Private Equity, Finance, Fund Of Funds.

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