GREEK CENTRE FOR VALUE INVESTING - Key Persons

Job Titles:

• Advisory Board Chair / Founder & Managing Director, Ben Graham Centre for Value Investing, Ivey Business School, Western University

Dr. George Athanassakos is a Professor of Finance and the Ben Graham Chair in Value Investing at the Ivey Business School, which he joined in July 2004. He is also the Founder and Managing Director of The Ben Graham Centre for Value Investing, which he launched in 2006, and the Founder and Managing Director of the Center for the Advancement of Value Investing Education, which he launched in 2008. Prior to joining Ivey, Dr. Athanassakos spent a number of years at various research-related positions with banking and trust companies in Canada and Greece, and taught at York University and Wilfrid Laurier University, where he was professor of Finance and Founder & Director of Laurier's Financial Planning Program. He has a BA in Economics and Business Administration from The School of Industrial Studies of Thessalonica, Greece, and an MA in Economics, an MBA and a PhD in Finance from York University. The Financial Planning Standards Council has bestowed Dr. Athanassakos with the FP Canada TM Fellow distinction for his outstanding contribution to furthering FPSC's mission and for advancing the financial planning profession. Dr. Athanassakos is also a Fellow of the Quality Shareholder Initiative at the Law School of George Washington University in Washington, DC. He is the only Canadian to receive this distinction. Dr. Athanassakos has been ranked among the top 10 researchers in Canada by research published in Financial Management and among the top 10 Canadian professors by the Globe and Mail. He has researched extensively the institutional attributes of the Canadian capital markets, the effect institutional trading and analysts' forecasts have on stock market performance, stock and bond market anomalies and bond and equity valuation issues. He has prepared studies on the Canadian capital markets and industry analyses for Greece and Canada. His cases have been published in Canadian Cases in Financial Accounting, Cases in Hospitality Management and Case Research Journal.

Job Titles:

• Chairman, Chief Investment Officer, Cobas Asset Management

Mr. Paramés was born in 1963 in El Ferrol, Spain. After graduating in Economics, he took an MBA at the IESE business school. A voracious reader, he gets through books as briskly, it seems, as his long daily walks. He is also a keen swimmer, and sometimes plays golf. His track record of 25 years near the top of performance rankings make him one of Europe's leading asset managers in the "value" school. He is a self-taught follower of Warren Buffett's investment approach. His asset management style is based on strictly applying the principles of value investing (Graham, Buffett, Peter Lynch, etc.), within the framework of the Austrian business cycle theory. He is the author of Invirtiendo a largo plazo (Investing for the long term), a book in which he explains the underpinnings of his own investment approach and experience.

Job Titles:

• Coordinator

Georgia Samara has been a coordinator of the Greek Centre for Value Investing and the European Chapter of the Ben Graham Center for Value Investing since November 2019. For the past 11 years Georgia has been working as an insurance and financial consultant. Today she provides advice through a certified, award-winning needs analysis study. She has previously worked as a hotel manager for 5 years.

Job Titles:

• CIO
• Chief Executive Officer and Chief Investment Officer, Lingohr & Partner Asset Management GmbH

Mr. Vasiljevic is the CIO and Speaker of the Management Board (CEO) at Lingohr & Partner Asset Management GmbH in Germany. In his capacity he is responsibility for the strategic outlook of the company, monitoring the implementation of the company's investment philosophy as well as leading the portfolio management. The company's main focus is to identify undervalued companies as a result of human misjudgement. The identification of undervalued companies is a result of a systematic screen and a human overlay. Thereby the process is combining the best of two worlds - the man & machine. Mr. Vasiljevic and his team is consistently driving research and developing new sophisticated methods of research while relying on "old" fundamental insights from Ben Graham and other Value Investing great. The implementation of the disciplined approach is as team approach. Currently, the company manages over 2 Billion USD in a wide variety of different strategies across the globe in the large and small cap space. Mr. Vasiljevic holds B.A. and a Masters in Finance from Tulane University. Prior to joining Lingohr & Partner in 2011 he held positions on the sell side at Roth Capital Partners and worked in M&A advisory at FMV Opinions. He is a passionate learner and value investor and therefore active in frequent speaking engagements and publishes Value Insights on a regular basis.

Job Titles:

• Founder and Managing Partner of Aquamarine Capital
• Founder and Managing Partner, Aqua Marine Capital

Mr. Spier is the founder and managing partner of Aquamarine Capital, an investment partnership styled after the original 1950's Buffett partnerships. In 2008 Guy, along with Mohnish Pabrai, had lunch with Warren Buffett after submitting the winning bid for Buffett's annual Glide charity auction. Guy completed his undergraduate studies at Oxford and earned an M.B.A. from Harvard Business School.

Job Titles:

• Chief Investment Officer, MAPFRE

Mr. Guajardo-Fajardo was born in Madrid in 1968 and is an Economics graduate from the Universidad Complutense. He has a diploma from the London School of Economics and attended the Global Senior Management Programme (GSMP) at the IE Business School and Chicago Graduate School of Business. Finally, he attended also the Oxford Strategic Leadership Programme at Oxford Said Business School. Jose Luis began his professional career as an economist in the Research Department of Caja Madrid before joining Skandia Vida as a Chief Economist. He later became Chief Investment Officer at Skandia Link in the European and Latin America Division- first in Madrid and then in Paris. Finally, he became Head of Asset Allocation at Skandia Investment Group - Skandia's global investment arm - based in the United Kingdom. José Luis joined March A.M., the boutique asset manager of Banca March, as CEO in 2009 returning to Spain. Finally, he moved to MAPFRE as Chief Investment Officer in September 2015, where he is in charge of the Investment Unit. Founder and Chairman of the Group of Boutique Asset Managers (GBAM): an international network of specialized asset managers with more than 17 members Worldwide. José Luis Jiménez has combined his professional work with lecturing in Macroeconomics at the IE Business School.

Job Titles:

• Chief Executive Officer, Eurobank S.a
• Position of Chief Executive Officer at Eurobank

Mr. Fokion Karavias holds the position of Chief Executive Officer at Eurobank and he is Member of the Board of Directors. He has served at Eurobank as Senior General Manager, Head of Group Corporate and Investment Banking, Capital Markets & Wealth Management and member of the Executive Committee (2014 - 2015), General Manager and member of the Executive Committee (2005 - 2013), Deputy General Manager and Treasurer (2002 -2005). He started his career in banking in 1991, at JP Morgan, in New York, in the market risk management division. In 1994, he joined Citibank, in Athens, responsible for derivatives and fixed income business in Greece. In 1997, he joined Eurobank, as head of fixed income and derivatives trading. In 2000, he became Treasurer at Telesis Investment Bank. He is also Chief Executive Officer (CEO) of Eurobank Holdings and Member of the Board of Directors of Eurobank Private Bank Luxembourg S.A. He holds a Diploma in Chemical Engineering from the National Technical University of Athens, a Master's and Ph.D. in Chemical Engineering from the University of Pennsylvania, Philadelphia. He has published several papers on topics concerning his academic research. He was born in Athens in 1964.

Job Titles:

• Founder, Lountzis Asset Management LLC
• President of Lountzis Asset Management

Mr. Lountzis is the President of Lountzis Asset Management, LLC, which he founded in 2000 and is based in Wyomissing, PA. Paul is a graduate of Albright College. He has more than twenty-five years, experience in the investment industry, beginning his career in 1989 with Royce & Associates, a New York City-based investment advisory firm managing the Royce Mutual funds. Paul spent nine years, including five years as a partner, at Ruane, Cunniff & Goldfarb Inc., an investment advisory firm managing more than $9 billion, including the Sequoia Mutual Fund. At Ruane, Cunniff & Goldfarb, Bill Ruane assigned him to conduct a number of specific research projects for the consideration of Warren E. Buffett, Chairman and CEO of Berkshire Hathaway, Inc.

Job Titles:

• Chairman of a Boutique Investment Management Firm, Oldfield Partners LLP
• Chairman, Oldfield Partners LLP

Mr. Oldfield is Chairman of a boutique investment management firm, Oldfield Partners LLP. He is also a Trustee of the Prince's Trust and Canterbury Cathedral Trust and president of Demelza House Children's Hospice. Between 2007 and 2014, he was Chairman of Oxford University Endowment Management Ltd. and Oxford University investment committee. He is the author of the book Simple But Not Easy, a book about investing published in June 2007 with a second edition in 2021.

Job Titles:

• Managing Director of European Reliance Asset Management

Mr. Konstantinidis is the Managing Director of European Reliance Asset Management, a subsidiary of European Reliance Insurance Group. European Reliance Asset Management has more than 400 ml euro under management in both European bonds and equities and follows value investing philosophy in managing its funds. The last few years the company has received multiple awards. Furthermore, Mr. Konstantinidis is the president of the European Reliance Insurance Group Investment Committee reporting to the Board of the Directors of the Group. He is a member of the European Reliance Asset Management Board of Directors as well of a member of the Alter Ego Facilities Management Company Board of Directors. During the period 1998 to 2005, Mr. Konstantinidis has held various positions in the financial sector in Greece and abroad. Mr Konstantinidis holds a B.Sc in Business Administration from Boston University School of Management, where he finished Magna Cum Lade. He also holds an M.Sc in Finance from Boston College, Carroll Graduate School of Management and an Executive M.B.A. from London Business School.