Dimitrios Tamvakas

Top 3 global newcomer in asset gathering for EXT in 2024. Exante is the next-generation investment & technology company providing the critical B2C and B2B infrastructure that helps to create value through technology. With over 800 employees, Exante's presence extends across 20+ locations, with five regulated subsidiaries in the UK, Cyprus, Malta, Hong Kong & UAE. Exante is fully MiFID II regulated with a global customer base & assets exceeding 2 billion Euros from 100+ countries across the globe.

Opis Capital Partners is a multifamily office establishment providing asset management advisory services to UHNW and HNW families and individuals in CEE Europe. Main focus is given on capital markets advisory and execution (fixed income, equity, derivatives) as well as real estate markets. The company utilizes on the unique business experience of its partners in the wealth & asset management business in CEE & SE Europe (emphasis is given on Romania, Poland, Greece & Turkey) providing alpha generation in portfolio’s and focusing on retaining long term mandates

Directed the development of products and services for a major Asset Management Company known for managing open and closed-end funds and providing private banking advisory services to high-end retail and institutional clients. I managed to bring new business opportunities and opened new markets by creating and managing 2 country funds (Romania & Turkey) and 1 equity Emerging Europe fund, focusing on Russia, Turkey, and Greece. I acted as Head Fund Manager for Alpha Romanian Balanced Fund and provided active portfolio management advice for key private banking affluent clients, including corporate, with investment appetite in capital markets and especially in European assets (equity, fixed income, real estate). Highlights & Achievements: • Facilitated the company’s ability to expand beyond the saturated Greek market into lucrative emerging markets with unprecedented future growth potential, including the Romanian market, which is already known for generating higher management fees and a strong growing pension management business. • Coordinated the process of selling new funds to potential clients, overseeing the entire multi-stage process, from designing a common investment strategy attractive to people in different countries, to overseeing due diligence and compliance functions, to working directly with top executives to promote the various products and services offered by the company, succeeding in establishing the new funds despite the on-going worldwide financial unrest. • Boosted annual revenues from €0 to more than €3 million just in management fees, with more than an 80% net margin. • Positioned the company for a regional expansion of asset management and wealth management business throughout South Eastern Europe, from undertaking the original due diligence research on local markets, through the creation of back office and front office systems, to the hiring and training of employees and the rollout of financial services.

Directed local investment banking operations for Alpha Bank, coordinating a highly effective team of analysts, salespeople, traders, and investment bankers and leading the acquisition and maintenance of key client relationships. Acted as key liaison between the company and government representatives, personally advised major institutional and high-affluent retail clients, and built the company’s reputation as the best brokerage house in the country, winning awards for “Performance on the Capital Market” and “Most Transparent Brokerage Company.” Highlights & Achievements: • Achieved 5 consecutive years of growth in both turnover and net profitability, garnering a 10-fold increase in the number of institutional and retail clients, and leading the company to become the most profitable brokerage company in Romania, with a net profit margin in excess of 35% in both 2004 and 2005. • Built the company into a Top 5 Brokerage House in the local market, with the ability to compete successfully with pan European and Global Investment Banks such as ING, Societe Generale, Unicredito, and Morgan Stanley • Developed strong ties with the Romanian government, becoming the lead broker and advisor to the government during multiple Secondary Public Offerings, including the government’s successful attempt to sell a 15% stake in the second biggest Romanian bank and a 10% stake in Transelectrica and Transgas companies on the Bucharest Stock Exchange. The company was the lead broker and advisor in the IPO of the biggest variable rate corporate bond issued by Raiffeissen Romania Bank on the Bucharest Stock Exchange • Led the company’s appointment as sole country advisor of the biggest listed (in Dublin) closed end country fund (Foreign & Colonial Romanian Fund, with total AUM $60 million).

Oversaw the daily activities of analysts, salespersons, and traders in the company’s brokerage business unit, ensuring the company’s ability to engage and retain major institutional clients and increase its market share. Gave advice and managed the investment portfolio of key customers, providing each client with a unique review of investment opportunities and individualised action plans proven to maximise their investment potential. Highlights & Achievements: • Honoured with a nomination as the Best Brokerage in Romania by prestigious international and local publications, including Central European Magazine and Piata Financiara. • Won the company a corporate appointment as the official IFC (now Standard & Poor’s) correspondent for Romania, charged with providing information on the Romanian capital markets in order to promote local markets in the S&P/IFCG frontier index. • Appointed to the position of CEO of the company after only 3 years of service, in recognition of outstanding contributions to the company’s profitability and reputation.

Non executive director member of the board of directors. Acted as a key member of the Board of Directors for the leasing arm of Alpha Bank Group in Romania, a local leader in providing operational and financial leasing solutions. Represented Alpha Finance Romania as a shareholder, working directly with corporate executives to ensure the smooth adoption and execution of annual business plans. Highlights & Achievements: • Expanded the company’s ability to operate in the local market by identifying possible new lines of credit within the Romanian banking sector.

Sales & Trading of Greek and Emerging Europe securities

Top down and bottom up approach covering the universe of FTSE 20 blue-chips , preparing reports for institutional investors.

SELLING & LEADING KEY CLIENT RELATIONSHIPS AND ADVANCED NEGOTIATION & PERSUASION SKILLS,

MBA orientation Investment Management

Enrolled 3d in 1998 class among 550 students across Greece