Meet our speakers
Chief Executive Officer,
Garanti Pension
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Chief Economist ,
Yapi Kredi Bank
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President,
Capital Markets Board of Turkey
Vedat Akgiray has graduated from the Boğaziçi University in 1980, after finishing high school at Robert College of Istanbul. He has obtained MA, MBA degrees and also PhD degree in finance at Syracuse University in the US. Having held several posts at numerous universities both in the US and in Turkey, he has published and presented more than 100 articles on various international academic platforms. He has tutored and advised many students at both doctorate and also master degree levels. Besides his academic role, he has also provided consultancy services to various enterprises in the subjects of finance and information technology.
Since 1990, he has held his academic position at Boğaziçi University, where he was promoted to full professorship in 2000. He is the founder of the masters program in Financial Engineering, where he has served as the chairman during the period 2002-2009. In March of 2009, he was appointed as the Chairman of the Capital Markets Board of Turkey and is currently employed in this position.
Vedat Akgiray was born in Istanbul in 1958. He is married with three children. He is a former amateur football player and wrestler, and proud to be a Galatasaray fan.
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Assistant General Manager,
Garanti Asset Management
Sinan Akıman began his career in GarantiBank 's Treasury Department in 1993, where he worked as a dealer in Turkish lira, fixed income, and FX markets until late 1997. In November of that year he became Treasurer of GarantiBank responsible for risk management, sales, and trading , and in 2000 he was appointed Treasurer and Coordinator responsible for Treasury and Treasury Marketing units. In 2007 Mr Akıman has been appointed as assistant general manager of Garanti Asset Management responsible for strategy, alternative investments, and research.
Garanti Asset Management has been to be pioneering and leading company in the development of the asset management market in increasing public awareness of that market. Founded in June 1997 as the first asset management company in Turkey, Garanti Asset Management is a wholly-owned subsidiary of Garanti Bank. Garanti Asset Management serves investors in the management of their mutual funds, pension funds, private portfolio management, and alternative Investments.
Garanti Asset Management manages the 13 mutual funds of GarantiBank, the 3 mutual funds of Garanti Securities, the 10 pension funds of Garanti Pension and Life, and the property portfolio of Garanti Real Estate Investment Trust. The company also supplies asset management services for the portfolios of a distinguished selection of institutional and individual clients.
As of end-2007, the total value of all the assets under GAM was USD 4.1 billion.
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Chief Executive Officer,
HSBC Portfoy Yonetim A.S. - HSBC Asset Management
Namik Aksel is the Chief Executive Officer of HSBC Asset Management, Turkey. Based in Istanbul, Namik is responsible for the whole range of asset management activities of HSBC in Turkey where he oversees more than USD 1 billion of funds. He joined HSBC Asset Management in 2004 and has been working in the financial industry since 1993.
Namık has been involved with asset management for the last six years of his career. He started at Treasury of Yapi Kredi Bank in 1993, worked at foreign exchange, money markets and fixed income divisions from 1993 to 1999 and as head of fixed income from1999 to 2003. Before joining HSBC Asset Management, Namik worked for Yapi Kredi Asset Management-one of the leading asset management companies from 2003 to 2004 as assistant general manager responsible for the management of more than USD 2 billions of assets.
Namik holds a BA in Business Administration from Bogazici University and is a member of the Turkish Institutional Investment Managers Association.
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Chief Investment Officer,
Yapı Kredi Asset Management
As the Chief Investment Officer of Yapı Kredi Asset Management, Mr. Alpay is responsible for leading and managing the Company's whole investment process and allocation of portfolios of funds and discrete mandates in line with outcomes of investment committee meetings. He has been with Yapı Kredi Asset Management since 2002. Prior to his current position, Mr. Alpay was the head of Equity Funds, played active roles in the establishment of Portfolio Advisory Service, Allianz Pension Funds, and the Company’s investment portal, whereas he led the Company's rating process, which resulted in M2+, the highest score in the Turkish Asset Management Industry, by Fitch. His career includes three years of experience in research and 13 years asset management totaling 16 years in credible financial institutions. He received BA degree in Statistics from Mimar Sinan University (1992) and a candidate for a MBA degree in Accounting and Financial Control from Istanbul University.
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Secretary General,
Association of Capital Markets Intermediary Institutions
Mr. Arıkan was born in 1965 Uşak. In 1987, he graduated from the Hacettepe University Economics and Administrative Sciences Department. He attended the Capital Markets Certificate Program at the University of Pennsylvania Wharton School, between 1997-1998.
Between 1989 and 2001, he worked as an Expert at the Capital Markets Board of Turkey. Starting from 2001, he pursued his career at the Association of Capital Market Intermediary Institutions of Turkey. Since 2004, Mr. Arikan has been the Secretary General of the Association.
Mr. Arikan served as the Member of Board of Central Registry Agency Inc. between 2004 and 2006. Since 2006, he is a Member of the Capital Markets Sector Assembly at the Union of Chambers and Commodity Exchanges of Turkey (TOBB) and since 2004 he serves as the Member of the Tax Council of Turkey.
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Chief Executive Officer,
Cfs Consulting
Sinan founded Cfs Consulting as a partner in 1997. He has previously been with Demir Securities as a General Manager and a Board Member, and Vice Chairman of Demir Investment Trust, Inc. Even prior to this, Sinan served in various positions in Ekinciler Securities, Tekstilbank, and Citibank.
Cfs Consulting Ltd is a boutique and independent investment banking and fund management advisory company.
Cfs is based in Istanbul and offers alternative products and solutions both in debt and equity financing, to the specific needs of corporate clients. Fund structuring and distribution has been a major focus area in recent years. Cfs has actively contributed to the inauguration and investment of the Select Performance Fund which is dedicated to the Turkish market.
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Zeynep Aslan is responsible for administration, communications and global marketing. With over 12 years of Turkish capital markets and fund management experience, including positions with T.C. Ziraat Bank and Is Asset Management she managed nearly USD3 billion of funds in mostly fixed income securities before undertaking her new post. She was the member of the team, responsible for investment strategy, investment performance, and asset allocation of all Is Bank’s mutual funds totalling USD3.5 billion. Ms Aslan earned her B.A. in Statistics from Middle East Technical University, Ankara. She also earned an MSc in Finance from ICMA Centre – The Business School for Financial Markets, The University of Reading, UK. She worked on a project at the ICMA Centre, focused on “Pricing Barrier Options with the use of Monte Carlo Simulations”.
Company Detail
Domiciled in Luxembourg, Turkisfund is the first euro-based mutual fund launched in Europe that invests mainly in Turkey. It is an investment company organised as a société anonyme under the laws of the Grand Duchy of Luxembourg and qualifies as a société d'investissement à capital variable (SICAV). Turkisfund is a UCITS III fund that operates as an open-ended investment company. Its portfolio is managed by Is Asset Management A.Ş. in Istanbul. The objective of the SICAV is to offer its shareholders the opportunity to invest in a diversified portfolio of stocks and bonds listed on the main stock exchange of Turkey through a set of several Sub-Funds. Turkisfund has three sub-funds which are Turkisfund Equities, Turkisfund Bonds and Turkisfund Eurobonds. Turkisfund sub-funds have been listed among the leading funds worldwide. Turkisfund has been listed as number one on 09.02.2006 by Morningstar. Turkisfund-Bonds has been ranked as number one in Bloomberg’s list of the best-performing European Bond funds over the last 36 months to December 30, 2005.
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Director, Business Development,
Silk Invest
Baldwin has been active in the investment industry for over fifteen years now. His main focus has been marketing financial products and services to institutional investors across Europe and the Middle East. His background combines experience in both the capital markets and the investment management industry. Over this period, he has established long-standing relationships with institutions in those regions.
Baldwin worked for institutions such as Credit Agricole Indosuez, Ahorro Corporacion Invesco and Standard Bank. He has successfully marketed investment management products and services to institutional investors, private banks and family offices across all European jurisdictions and the Gulf Region. Baldwin has had the benefit of working with the full range of asset classes and investment strategies within the industry. He fluently speaks five European languages and has had the experience of working in a wide variety of cultures.
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Chief Operating Officer,
NCB Capital
Raul started his banking career at the beginning of the 1990s as the founder of Morgan Stanley’s Emerging Markets Equities business in Europe, launching initially the Latin American equities effort. Under his leadership, the team expanded to include coverage of Turkey, Greece, South Africa, Central Europe and Russia. Raul joined Lehman Brothers at the beginning of 1997 to manage the European Equity Research team. During his years in the role, Raul helped to grow the division from 50 professionals to more than 220, moving the firm’s ranking in the critically important Institutional Investor polls from 12th place to 4th, just behind the three much larger US bulge-bracket banks. In 2001, Raul was asked take on a broader role, that of Director of Lehman Brothers’ European Wealth and Asset Management Division. In his new position, Raul doubled the size of the division, developing several new business lines including a mid-sized institutional equities business, a fixed income sales effort, and an innovative hedge-fund seeding program. Raul joined NCB Capital in January of 2008 as the firm’s Chief Operating Officer, where he helps to manage the Firm’s three divisions: Brokerage, Investment Banking, and Wealth and Asset Management. He holds a BA from Tulane University in New Orleans and an MBA from Westminster University in London.
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Director of Pension Funds Department,
Yapı Kredi Asset Management
Gökhan Bilen started his career at Turkish Capital Markets Board in Ankara in 1990. He later joined TEB Research as a research analyst in 1995 and worked as Head of Research at different brokerage houses in Istanbul, before moving to the portfolio management side. He has been with Yapi Kredi Asset Management since 2004.
Mr. Bilen has a BS degree in Business Administration from Middle East Technical University (1990) in Ankara, an MBA from New York University’s Leonard N. Stern School of Business (1994), and a PhD from Marmara University in Istanbul (2002). Mr. Bilen also holds the Charted Financial Analyst (CFA) degree from CFA Institute in Charlottesville, Virgina.
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Founding Managing Partner,
PDF Corporate Finance
Levent Bosut is one of the founding managing partners of PDF Corporate Finance, the leading Turkish corporate finance house which has been recently acquired by TAIB Securities. Following the acquisition, Mr. Bosut assumes the Managing Director position in the corporate finance department of the new structure. Bosut has advised various M&A, project finance, private equity and privatization deals since the foundation of PDF in 1995. Prior to co-founding PDF, Mr. Bosut has worked for an investment fund in New York, lectured finance and economics courses at Rutgers University, and worked at Finansbank, Project Finance Group. He holds degrees of BS in Mechanical Engineering from Bogazici University, MS in Management Engineering from NJIT, MBA and ABD (all but dissertation, PhD candidate) from Rutgers University.
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Chief Executive Offer, Garanti Asset Management and Chairman,
Turkish Institutional Investment Managers' Association
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Chief Executive Officer,
Takasbank
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General Manager,
Gedik Asset Management
Halim Çun is presently the General Manager of Gedik Asset Management and member of the board of Marbas Investment Fund, both of which are affiliates of Gedik Investment Securities. Halim Çun started his career at Dünya Newspaper, as the manager of Foreign News Department in 1984. Later, he continued his career in the financial sector and joined Dışbank (later named Fortisbank) as senior analyst. He joined Sabanci Holding - one of Turkey’s largest conglomerates - in 1987 and worked in the Planning and Investments Department and participated in various projects and held several positions. In 1998 he became the founding general manager of Ak Investment Fund. In 2000 he founded Ak Asset Management , which is an affiliate of Akbank where he worked as General Manager for six years. During his tenure, he also worked in the Steering Committee for the establishment of Akbank’s pension company and pension funds from 2002-2003 and was on the marketing committee for distribution of financial products within the Group. In 2006, when he left the Company, Ak Asset Management was the second biggest company of the sector focused on institutional investors with total assets under management of TRY 4 billion. He then joined Gedik Investment Securities,where he worked for the restructuring of the fund management business within the Company, and later established Gedik Asset Management in 2008. He serves as a member of the Board of Directors of Turkish Institutional Investment Managers Association since 2002. Halim Çun was born in 1959, graduated from Kadıköy Maarif College in 1977 and received his BA degree in Business Administration from Bosphorus University in 1981.
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Vice President, Europe,
Franklin Templeton -- Darby Private Equity
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Capital Markets and Corporate Governance Coordinator,
Dogan Yayin Holding
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Chief Operating Officer,
TEB Asset Management
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Managing Director and Chief Executive Officer/President - Eurasia,
AIG Capital Partners, Inc. - AIG Investments
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Assistant General Manager,
Is Asset Management
After working in different financial institutions, in 2001, Tevfik Eraslan was appointed as a manager of pension funds department at Is Asset Management. He was responsible for managing 13 pension funds that are promoted by Anadolu Hayat Emeklilik which is the leading life insurance company in Turkey. Since 2008, he has been serving as the Assistant General Manager of Private Asset Management, Pension Funds and, Marketing & Business Development Departments at Is Asset Management Company. He has a graduate degree in Istanbul University on Capital Markets. Moreover, he has attended various studies such as Pension Funds Management at Wharton and International Markets at ISMA. In addition, his articles are being published periodically in one of the most approved reviews in business and economy field. His views on financial outlook of the country and pension fund system are also published in newspapers and magazines.
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Head of Discretionary Portfolio Management and Alternative Investment Management ,
Garanti Asset Management
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Chief Executive Officer and Chairman,
Istanbul Stock Exchange
During Mr. Erkan’s stint at the ISE between 1994 and 2006, he established the International Relations, Research and International Market departments at the ISE as well as the Federation of Euro-Asian Stock Exchanges (FEAS) which currently has 31 stock exchanges as members. Mr. Erkan was promoted at the ISE as Executive Vice Chairman in 1995.
Mr. Erkan had additional responsibilities during his term at the ISE as a member of the Executive Board of Turkish-Japanese Business Counsel; Co-Director of projects with the OECD in SME financing and best practices for devoloping stock exchanges; representative of ISE at FEAS and other organisations such as the International Organisation of Securities Commissioners (IOSCO), the World Federation of Exchanges (WFE), as well as being the Joint Project Coordinator of South East European Cooperative Initiative (SECI) to implement a cooperation Project for the securities markets in the Balkans. He also initiated a project for the cooperation of securities markets of the islamic countries in COMSEC Subcommittee under the Organisation of Islamic Conference (OIC).
Mr. Erkan graduated from New York University Stern Business School with a B.S degree in Economics (1981) and an MBA in the fields of International Business and Finance (1984) with a thesis project on currency risk management at the United Nations Development Program (UNDP) .
The Istanbul Stock Exchange (ISE) is the only securities exchange in Turkey which is a dynamic and growing emerging market with an increasing number of publicly traded companies, state-of-the-art technology and strong foreign participation.
The ISE provides a transparent and fair trading environment not only for domestic participants, but also for foreign issuers and investors. The ISE aims to establish a technology center which will facilitate the efficient functioning of all markets in Turkey. It aims to develop an efficient network through which all the capital market institutions will communicate with each other; strengthen the ISE’s competitive strength and develop a structure that will ensure immediate and sound reaction to external shocks; make the international integration process an advantage for Turkey; increase the corporate value of the ISE prior to privatization; and decrease the overall transaction costs in the market.
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Chief Executive Officer,
Deyaar
Markus Giebel serves as Chief Executive Officer at Deyaar Development PJSC, the region's fastest growing real estate company. In this capacity, he is responsible for the firm’s operations across all its business units.
An accomplished and highly successful management executive, Giebel brings with him exceptional team leadership skills and insights into the real estate sector. Prior to his appointment at Deyaar, Giebel served as the Chief Executive Officer of Dubai-based Vedera Capital where he was responsible for managing multiple real estate projects worth several billion dollars, both in the region and worldwide. He further founded Marasi, a Sharia-compliant real estate fund, in addition to leading several merger and acquisitions and private placement transactions for the firm.
Giebel previously served as the Vice President for Europe and the Middle East at Corning, a Fortune 500 company. Throughout his career, Giebel was presented with several awards and distinctions, including the Business Award from the German Ministry of Economic Affairs. He was awarded over 30 patents and holds a Master’s degree in Business Administration from the Switzerland Business School, and a Master’s degree in Mechanical Engineering from University of Munich in Germany.
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Coordinator of Investor Relations and Strategic Planning,
Koc Holding
Funda Gungor is the coordinator of Investor Relations and Strategic Planning of Koc Holding. Ms. Gungor is responsible from managing the IR and macroeconomic research activities of Koc Holding as well as the coordination of the IR activities in 17 other publicly-listed Koc Group companies. Ms. Gungor assumed different responsibilities in relation to the equity markets for over 10 years, including her prior positions as the Senior Vice President of Corporate Strategy, Business Development and Investor Relations of Garanti Bank and as the chief economist of HSBC Bank, Turkey. Ms. Gungor has a B.Sc. degree in Economics and M.A. degrees both in Economics and also in Marketing Communications and Public Relations.
Koç Holding is Turkey’s largest conglomerate and a flagship of the fast-growing consumer demand in Turkey with leadership positions in lucrative business lines such as automotive, finance, energy and consumer durables. As of the third quarter of 2007, Koç Holding’s combined revenues comprise 12% of Turkish GDP, its exports are 10% of Turkey’s total exports and the Group’s share in Istanbul Stock Exchange market capitalization, with its 18 listed companies, is as high as 16%. Koç Holding ranks 190th in Fortune 500 and is within Europe’s 50 largest companies according to the rankings compiled by the Wall Street Journal Europe and Handelsblatt.
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Head of International Placement,
NCB Capital
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Peter, a Swedish national, is one of the founders of East Capital, acting today as Chairman and Head of the Investment team. Peter was the one to think through, set up and implement East Capital’s investment philosophy and strategies, which he still oversees today.
Peter has been working with Eastern European markets since the early nineties and still travels frequently in the region to visit companies. Peter has been awarded the Golden Star for best Fund Manager five times by Morningstar and Dagens Industri. Peter is a member of the Board of the Swedish-Russian Chamber of Commerce, as well as member of the Investment Committee of ICICI Bank in India. ICICI Bank is India's second-largest bank. He is also member of Bonnier Business Press’ Advisory Board with focus on Central and Eastern Europe.
Prior to East Capital, Peter held a series of senior positions at Enskilda Securities in London, Paris and Stockholm – where his last role was as Head of Equities and Global Head of Research. He is a graduate from the Stockholm School of Economics, and also studied at EDHEC, France. He is fluent in Swedish, English and French
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Managing Director,
PAAMCO (Pacific Alternative Asset Management)
Alper Ince, CFA is a Partner, Managing Director and the Sector Specialist responsible for evaluation and management of the non-US Long/Short Equity hedge funds in the various PAAMCO portfolios. He is a member of the Investment Management Committee, and also the Asset Allocation Committee. Alper focuses on establishing and assessing overall asset allocation among the various hedge fund strategies and the impact on overall portfolio risk.
Prior to joining PAAMCO, Alper was Associate Director at BARRA RogersCasey, a major pension-consulting firm, where he led the firm’s hedge fund investment and manager research effort.
Pacific Alternative Asset Management Company ("PAAMCO") is a hedge fund-of-funds dedicated to offering strategic investment solutions to large, sophisticated institutional investors. Based in Irvine, California, PAAMCO was started in March 2000, and currently has approximately $10 billion under management. The firm's portfolio management team has both a strong academic background and years of experience in working with institutions and analyzing hedge funds with a focus on convertible bond hedging, sovereign debt & mortgage hedging, equity market neutral, merger arbitrage, credit hedging, distressed debt, long/short equity and short biased.
PAAMCO has a global staff of 103 including 31 senior investment professionals and is owned by 9 of its employees. In 2003, PAAMCO established a subsidiary in London ("PAAMCO Europe"), which is majority-owned by PAAMCO in the US.
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Chairman,
SME Development Organisation of Turkey (KOSGEB)
Graduated from Electronics Engineering at Istanbul University. Mr. Kaplan obtained his Master degree from Human Resources Management Department of Business Administration Faculty of İstanbul University and continuing Ph.D studies at the same Department and University. Mr. Kaplan started to work in Bogazici University Technology Development Center at KOSGEB in 1997. He became Manager of İstanbul İkitelli Small Business Development Center in 2003 and Deputy Manager of İstanbul İkitelli Laboratory Center between 2006-2007. He has worked on EU and World Bank projects and participates seminars and conferences concerning SMEs and entrepreneurship. He is the Chairman of ESIM Corporation which is an affiliate of KOSGEB. Mr. Mustafa Kaplan was appointed Acting President of Small and Medium Industry Development Organisation of Turkey on 12th May 2008.
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Chief Executive Officer,
Fortis Investments Turkey
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Head of Investment Banking,
HSBC Bank, Turkey
Selim Kervanci had an active role in the origination and execution of numerous Turkish M&A and ECM transactions including sell-side advisory to Tekfenbank and Turkiye Finans, buy-side advisory to EnBW, Bidvest, Iberdrola for their acquisitions in Turkey, follow-on public offering of EBI, IPO of TAV Airports and Sinpas REIC, and the acquisition of Demirbank. He has completed numerous deals with the involvement of several ECAs such as Hermes, EKF, EKN, Coface, EGAP etc. and has worked on a numerous syndications and bond transactions including securitization. He also has extensive experience in Islamic Banking having arranged more than US$ 1.5billion Islamic Syndicated facilities for Turkish corporates. Selim Kervanci was responsible for product development, corporate relationship, risk management, credit analysis and financial consulting for a portfolio of clients with total assets in excess of USD 500 mio. He acted as the Relationship Management with multilateral institutions such as the IFC, EIB and EBRD and with the Republic of Turkey following business opportunities on Eurobond and Sukuk issuance together with London team. He is also responsible for the rating process of HSBC Bank AS and relationship management with the rating agencies.
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President,
Privatization Administration
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Managing Director,
Matrix Private Funds Group
Mark MacLean is a managing director and head of Matrix Private Funds Group. Matrix Private Funds Group provides comprehensive advisory and fundraising services to international private equity, venture capital and real estate funds; capital goals are met by leveraging Matrix Group’s extensive global relationships with pension funds, funds of funds, family offices and gatekeepers.
Prior to joining Matrix group Mark was a Director and Head of Private Equity Advisory for Seymour Pierce and Global Head of Private Placement for WestLB Group, based in London.
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Mrs Guler Manisali-Darman, Principal,
Corporate Governance and Sustainability Center
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AGM and Head of Retail,
Fortis Turkey
Gokhan began his career in British Petroleum in 1990 as an Assistant of Engineering Manager and became Manager in Marketing Services and Product in 1996. He then worked in Beiersdorf Chemical A.Ş in 1996 as a Sales and Marketing Manager. After he joined Citibank in 1996 he worked as Credit Card Sales and Marketing Manager and in 1998 he continued his duties as Credit Cards Marketing Director. In 1999 he became Vice President, Head of Business Development, UK Citibank.
He holds a BSc degree in Civil Engineering of Istanbul Technical University, an MBA of Istanbul University and an Executive MBA of London Business School.
Mendi has started working in Finansbank Netherlands as Executive Vice President, Head of Consumer Banking in July 2001 to be responsible from consumer banking activities of Holland, Germany and Belgium and he became Assistant General Manager in Finansbank Turkey in July 2003 and be responsible from all consumer banking activities until August 2007.
He joined Fortis as Head of Fortis Turkey Retail Banking and Executive Vice President in August 2007. Mr Mendi is married and has two children. He is fluent in English and French.
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Chief Executive Officer,
Taaleritehdas East Asset Management
Ari, a Finnish national, is a founding partner of the company, and manages company’s Emerging Europe focused mutual fund business. He is also a fund manager of Taaleritehdas Lydian lion equity fund, UCITS compliant mutual fund focusing on Turkey (Bloomberg ticker TTLLEAE FH). Previously Ari was heading Mandatum’s Eastern European investments business and led a multi-national team with assets under management of $1,200 million, and also established and successfully managed Turkish equity fund. Mandatum as a part of Sampo Bank group was acquired by Danske Bank in 2007 when Danske paid more than €4 bn in cash for that business.
All in all Ari has some 15 years experience in the financial industry, working as an emerging and developed market fund manager, sell-side analyst, corporate finance analyst, and private equity investor. He has MSc (Econ.) degree with honors from Helsinki School of Economics and Business Administration and has also studied finance at Indiana University (Bloomington, USA). In order to build up a deep fundamental understanding of investment targets he has personally visited some 120 Istanbul Stock Exchange listed companies and still continues to travel regularly in Turkey to visit companies.
Taaleritehdas is a fully independent, Finnish private bank established in 2007. The group has about 70 employees in five branch offices. In a challenging market environment Taaleritehdas has successfully attracted clients and in less than two years since the establishment has now $1,2 bn assets under management. Company’s actively managed Emerging Europe focused UCITS compliant mutual funds focus on Russia, Poland and Turkey.
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Head of Alternative Investments,
Yapi Kredi Asset Management
Kubilay Ozalp is Head of Alternative Investments at Yapi Kredi Asset Management. He started his career in Demirbank in 1996 at the Treasury Marketing Unit, and switched to Fixed Income Desk as a Senior Trader in 1999. He worked at Schonfeld Securities in New York and Turkiye Sinai Kalkinma Bankasi before joining Yapi Kredi Asset Management in 2004, where he co-manages Yapi Kredi and Allianz Pension Funds that are above 1.1 billion USD totally in size as of September, 2009. As the Head of Alternative Investments he achieved to launch the first and the biggest Guaranteed Fund in Turkish markets. Kubilay has a BS degree in Engineering Management from Istanbul Technical University (1996) and an MBA on Finance and Investments from Zicklin School of Business, Baruch College, City University of New York (2003).
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AGM and Group Head of Marketing and Sales Management,
Yapı Kredi Asset Management
Tarkan Ozkan is presently Assistant General Manager and Group Head of Marketing and Sales Management of Yapi Kredi Asset Management.
Tarkan Ozkan started his career in Turkiye Is Bankasi (Isbank) in Istanbul, as a Dealer in Treasury, in 1993. Tarkan Ozkan joined Koc Financial Services in 1997 as Division Manager of Treasury Fixed Income Group in Kocbank and in 2003 he continued the post as Head of Marketing and Sales Support in Koc Portfoy Yonetimi (Koc Asset Management). In 2006, he became Group Head of Sales and Marketing Unit. Tarkan Ozkan continues his current position since March, 2007.
Tarkan Ozkan has a BS degree in Industrial Engineering at Bilkent University (1993) and an Executive MBA at Koc University (2002).
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Vice Chairman,
Credit Suisse Asset Management
Robert Parker is Vice Chairman of Asset Management at Credit Suisse. He is a Member of Credit Suisse’s Investment Committee. He also has responsibility globally for the management and development of new business and client relationships for Credit Suisse’s Asset Management business.
Prior to joining Credit Suisse in 1982, Robert spent six years at N M Rothschild & Sons working in the foreign exchange/fixed income investment operation. He started his career at Lloyds Bank International in France in Corporate Finance.
Robert was one of the founding members of CSFB Investment Management (CSFBIM). From 1982 until 1994 he led and developed CSFBIM's foreign exchange and fixed income business. In 1994, he became Co-Chairman of CSFBIM and in 1995 he was responsible for integrating the Asset Management operations of Credit Suisse and CSFB. From 1995 until 1998, he was Chief Executive of CSAM's Asset Management business in London. In 1998 he was appointed Vice Chairman of the Asset Management Business.
Robert is a member of the Advisory Boards of the European Institute and Funds Europe and is a member of the Advisory Council of the UK CFA Society. He is also Chairman of the Asset Management Committee of the International Capital Markets Association. In addition, he is on the Development Committees of St John’s College Cambridge and King’s College School.
Robert received his B.A and M.A. in Economics from the University of Cambridge.
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Head of International Distribution, Asset Management,
NCB Capital
Rehan Pathan is the Head of International Distribution for Asset Management at NCB Capital. His responsibilities include leading NCBC's AM initiative to expand distribution capabilities and take the Al Ahli range of funds global.
Rehan joined NCB Capital in September 2008 after 6 years with Deutsche Bank, first in Bahrain and then in Dubai. In his last role with DB, Rehan was with Deutsche Asset Management, based out of the DIFC, Dubai where he was Vice President, DWS Sales and Distribution for the MENA region. In this role he helped build and develop the fund business for DB Asset Management across multiple regional and international distribution channels. One of his key areas of focus was the distribution of the DWS NOOR range of Sharia compliant funds.
Prior to his role with the asset management group, Rehan worked for Deutsche Bank’s Global Transaction Banking division, where he managed Institutional Sales, again in the MENA region, including Pakistan.
He began his career in 1997 with ABN AMRO, Bahrain, working in the Private Banking and Corporate Banking Divisions.
Rehan is a graduate of the University of Bahrain with a Bsc. in Business Administration. He is currently completing an Executive MBA in Islamic Finance from Cass Business School of City University, London.
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Head of Turkey and Istanbul Venture Capital Initiative,
European Investment Fund
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Minister of Finance,
Republic of Turkey
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Chief Executive Officer,
Is Asset Management
Dr. Tevfik served at Is Bank Capital Markets Department as an assistant manager and a group manager in between 1991-2000. Mr. Tevfik held the responsibilities of the chairman of İş Real Estate Investment Company, the president of the Turkish Institutional Managers' Association, the chairman of the International Investment Fund Association (IIFA) and a board member of European Fund and Asset Management Association (EFAMA). Since 2000, he has been serving as the chief executive officer of Is Asset Management Company.
In addition, he assumes the academic position at various universities on global capital markets. Mr. Tevfik holds a PhD. in international business from Istanbul University and has published numerous essays and six books on Turkey’s banking system and capital markets. (five of which were co-authored by Dr. Tevfik)
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Board Member, Istanbul Venture Capital Initiative (iVCi), Board Member, Development Bank of Turkey (TKB), General Director of Public Finance,
Undersecretariat of Treasury, Republic of Turkey
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Chief Executive Officer,
Yapi Kredi Pension
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Managing Director,
Connexion Capital LLP
Prior to joining Connexion Capital, Cenk was a Director within the Portfolio Strategies Group at Heritage Capital Ltd, the London-based investment banking unit of Heritage.Bank.
From 2000 to 2007, Cenk was a Partner and Sales Director at Fortune Asset Management Ltd, a leading multi-manager hedge fund and hedge fund incubator which was acquired by Close Brothers in 2006. At Fortune, Cenk raised capital for single manager and multi-manager hedge funds, and fund-linked notes in Europe, the Middle East, Canada and South Africa.
Cenk holds a Maitrise in Law from Robert Schuman University in Strasbourg, France, an LLM in International Business Law from the University of Manchester, and an Executive MBA from Tanaka Business School, Imperial College, London. Cenk is an FSA registered representative.
He is also the Managing Director of Hedgeswap Ltd, a secondary market for hedge funds, and the London representative of Inlawco, an Istanbul-based law firm.
Connexion Capital is an alternative investment advisory firm founded in 2005, with offices in London and Geneva and representatives in the United States, Europe , & the Middle East. Connexion Capital's team has great breadth of industry knowledge and contacts, enabling it to anticipate profitable fund investment opportunities and help investors capitalize on them.
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Chief Executive Officer,
Ak Porföy Yönetimi A.Ş. - Ak Asset Management
Cem is responsible for the management of the 3rd largest asset management company in Turkey with AUM of USD 4 bn. As CEO, he has built up the discretionary portfolio management business line to serve HNW/UHNW clients. Cen has also set up structured products business line that launched Turkey’s first capital protected funds.
As a member of board of directors of Ak Investment Trust, Cem is proud to have set up research, risk management and internal control units within the organization. Cem has previously worked for Garanti Asset Management as the Executive Vice President – Fund Management, Marketing & Sales. He served as Chief Investment Officer responsible from management of equity and fixed income mutual funds, pension funds and segregated accounts with AUM of USD 2 bn.
Cem has a B.A. in the Faculty of Economics where he graduated with Honor Degree in top 5 of Istanbul University. He is fluent in English, French, and native Turkish. He currently serves as a member of the Board of Directors of Turkish Institutional Investment Managers Association.
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Head of Private Pensions Department,
Undersecretariat Of Treasury
Mr Yazıcı has started working in the Undersecretariat of the Treasury as an associate in 1992, and held various positions in the Directorate General of Insurance since then. He has worked as economic counsellor in the Permanent Delegation of Turkey to the OECD (Paris) for three years before appointed as the head of department for private pensions in the Undersecretariat of the Treasury in 2007. Mr. Yazıcı holds an MBA degree in actuarial sciences from St. John’s University/School of Risk Management (New York) and a BA degree in economics from Marmara University (Istanbul).
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Head of Asset Management,
Rhea Investments
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Chief Executive Officer,
TEB Asset Management
Ömer Yenidoğan is the General Manager of TEB Asset Management apart from May 2003. Before joining the TEB A.M. in 2003, Mr. Yenidoğan was the Director of Marketing and Sales in TEB Bank (2001-2003). Prior to that, he took numerous executive level positions in Marketing and Fund Management groups in TEB Bank since 1998, worked in Citibank Credit Cards as credit officer and has done Equity Research in Global Securities.
Ömer Yenidoğan earned his MBA degree in Finance (1995) from The Nottingham University in UK, and his B.S. degree in Political Sciences (1994) from Marmara University in Turkey.
TEB Group introduced its first mutual fund in 1993, and has been a leading institution in the asset management industry in Turkey since then. The Group spinned off its asset management operations and set-up the TEB Asset Management subsidiary in 1999. In 2003, TEB Asset Management merged with ABN AMRO Asset Management Inc. In 2005, TEB Group made a 50%- 50% joint venture agreement with BNP Paribas, and as a result of this joint venture ABN AMRO transferred its shares to BNP Paribas.
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Specialist,
Capital Markets Board of Turkey
Taliye Yesilurdu has started working in the Capital Markets Board of Turkey as an associate specialist in 1995. She is presently working as a senior specialist in the Institutional Investors Department (in Istanbul Office) and her main areas of expertise are investment funds, venture capital investment trusts/funds, pension funds and asset management companies. She was involved in the EU Twinning Project with BaFin, the Federal Financial Supervisory Authority of Germany, aimed at making Turkish legislation in compliance with European Union Capital Markets’ Standards and Directives. She has a key role in drafting legislation in the area of investment funds and their management companies (2006-2007). She has various reports on hedge funds and has drafted legislation for the establishment of hedge funds in Turkey. Taliye holds a a BS degree in Business Administration from Marmara University (Istanbul) and completed a certificate program in Finance from The Wharton School at the University of Pennsylvania in 2003. She is currently attending the MBA program at Marmara University and preparing a thesis on transformation of Turkish asset management industry.
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Chief Executive Officer,
Yapi Kredi Asset Management
Gülsevin Yılmaz has been the Chief Executive Officer of Yapı Kredi Asset Management since April, 2009.
Gülsevin Yılmaz began her career in 1984. In 1987, she joined Koç-American Bank as Deputy Manager in Capital Markets Group. Mrs. Yılmaz continued her career in Koçbank and held several executive positions between 1989-2006. She served as the Group Head of Sales of Private Banking in Yapı Kredi Bank between 2006-2009. Gülsevin Yılmaz has a BA from the Boğaziçi Üniversitesi, Faculty of Economy.
As one of the leading institutions in the Turkish Asset Management Sector, Yapı Kredi Asset Management manages 23 mutual funds, 22 private pension funds, and discretionary portfolios for institutions and high net worth individuals (HNWIs). Yapı Kredi Asset Management also provides advisory services for institutions and HNWIs, which include consulting in terms of portfolio construction and support in fund management.
As of June 30, 2009, the total assets under management correspond to TRY 7.3 billion (USD 4.9 billion). The Company has a well-established and competitive position in the Turkish market, with about 18% and 20% market shares in mutual funds and pension funds, respectively with a strong performance track record.
Yapı Kredi Asset Management revised its M2(tur) rating on National Asset Manager Rating (Turkey) from Fitch Ratings, to M2+(tur) in December, 2008.
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CEO and Board Member,
Teknologi Yatirim
Haluk received his B.Sc. and M.Sc. degrees from Middle East Technical University(METU) Electrical and Electronics Engineering Department (EE) in 1991 and 1994. He started his professional career at Scientific and Technical Research Council of Turkey (TÜBITAK) Information Technologies and Electronics Research Institute (BILTEN) as part time researcher. He worked in sequence as research assistant in METU EE (1991-1995), as Information technology policy expert in TÜBİTAK-Science and Technology Policy Dept.(1995-1997), as project coordinator in the Turkish National Information Infrastructure (TUENA) Project(1997-1999), as principal researcher in charge of business development and coordinator of electronics system design group in TÜBİTAK-BİLTEN(1999-2005), coordinator in TTGV Technology Development Project Group(2005 September- 2007 February). Currently, he works as General Manager and Board Member of Teknoloji Yatırım besides being TTGV İstanbul Representative. He represents TTGV and Teknoloji Yatırım as member of board of directors in UCA Medikal, Infotech, Mobiga, Asset, WorldBI, ESİM and Arı Teknokent A.Ş.; and as an investment committee member in İş Girişim and Teknoloji Yatırım. He is married with a child.
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Leadership Luncheon Sponsor
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