5th Occupational Retirement Provision Forum

"Transition to a new statutory environment for Occupational Insurance: Challenges and Prospects"

The Hellenic Union of Institutions for Occupational Retirement Provision (H.U.I.O.R.P.) and ethosEVENTS, in collaboration with the banks.com.gr financial and business portal, the InsuranceWorld magazine and the insuranceworld.gr portal, are organizing the 5^th Annual Occupational Retirement Provision Forum, which will be held on Thursday 4 April 2024, in person, at the Athenaeum InterContinental hotel in Athens. The Forum will be simultaneously streamed online via the LiveOn Expo Complex, LiveOn’s innovative 3D exhibition and conference center, a digital platform for Business Communication and Events by ethosGROUP.

Objective of the Forum

The Forum titled: “Transition to a new statutory environment for Occupational Insurance: Challenges and Prospects” seeks to record and decode the latest developments which took place over the past year on a national and European level in the field of occupational insurance as well as Greece’s retirement-social security system in general.

Through talks, empirical analyses and detailed presentations by distinguished speakers from Greece and abroad, comprehensive and in-depth information will be provided to participants on issues that are currently of concern to the 2nd pillar of insurance on a domestic and European level, as well as those that are expected to become of concern in the year ahead.

The Forum’s ultimate goal is to holistically present the operating philosophy and role of Institutions for Occupational Retirement Provision as supplementary pension schemes to all potential stakeholders in the labor market (employers and employees) in regard to the occupational insurance sector.

Forum Participants

Executives, high-ranking -Greek and foreign-officials, esteemed guests and institutional organizations’ representatives will participate in the 5^th Occupational Retirement Provision Forum.

The Forum is addressed to:

Professionals in the sector
Representatives of the social partners (employees/employers)
Representatives of supervisory bodies
Asset managers
Actuaries
Certified auditors and auditing firms
Internal auditors
Lawyers and legal advisors
Accountants and accounting firms
Senior management executives
Human resources executives
Other experts

Overview

The Forum includes individual speeches and round tables and panels with certain topics:

Panel Ι: Assessing the adequacy of recent pension reforms to bolster the Greek Social Security System with funded schemes. Demographic and Structural Challenges for the future sustainability of the pension system.
Fireside Chat Ι: European pension systems and the twin challenges of climate change and ageing.
Panel ΙΙ: Developments in the European statutory framework for occupational insurance. Policies on digitalization, financial risks, governance and operations.
Panel ΙΙΙ: The added value of occupational insurance in the labor market as an effective tool for rewarding the workforce.
Fireside Chat ΙΙ: AIA’s participation in the 2nd Pillar of Insurance. Incentives and benefits in the working environment from the establishment and operation of an occupational fund.
Panel IV: Sustainability Strategies. ESG, investments and climate resilience.
Panel V: Occupational funds’ investment management strategies in an environment of intense international volatility and increased uncertainties.

The Forum aims to:

highlight the challenges and development prospects for occupational insurance,
record European and international developments and practices in aspects of the statutory operating framework for occupational funds, and
present the advantages and benefits that the 2^nd pillar of insurance can offer the labor and business community as well as the overall economic and social life of a country, by ensuring adequate pension income and a decent standard of living for employees after the end of their working life as they move into old age.

Special emphasis shall be placed on analyzing the aftermath of the institution of a new regulatory framework for the operation of occupational funds which the Greek State enacted at the end of 2023, the impact of the current challenging international conjuncture characterized by volatility and uncertainties (strong market fluctuations, inflation, reversal of aggressive restrictive monetary policy by central banks, increasing geopolitical tensions, as well as the environmental and climate crisis, among others) on the investment performance of occupational funds from the viewpoint of the competent investment managers, as well as specialized macroeconomic and other social security developments in the domestic economic system.

Agenda

The Agenda

Speakers

Institutional Speakers

Dr. Christos P. Nounis

ΒοD Chairman of the Hellenic Union of Institutions for Occupational Retirement Provision and BoD Chairman of Institution for Occupational Retirement Provision of the Ministry of Finance

Panos Tsakloglou

Deputy Minister for Social Security

Nikos Milapidis

Secretary General for Social Security, Ministry of  Labour  &  Social Security

Christina Papaconstantinou

Deputy Governor of the Bank of Greece

Stavros Konstantas

Director of  the Department of Private Insurance Supervision, Bank of Greece

Vassiliki Lazarakou, JSD

Chair of the Hellenic Capital Market Commission, Member of the Management Board of the European Securities and Markets Authority, Chair of ESAs Joint Committee on Securitisations

Effrosyni E. Kouskouna, BSc, MSc

Fellow of Hellenic Actuarial Society (FHAS), Chairperson - National Actuarial Authority of Greece

Dimitris Zafeiris

Head of Risk & Financial Stability Department, EIOPA

Simone Miotto

Executive Director – European Association of Paritarian Institutions (AEIP)

Dr. Francesco Briganti

Secretary General at the Cross Border Benefits Alliance-Europe (CBBA-Europe)

Chris Aesopos

Chief Executive Officer of ALPHA TRUST, President of Τhe Hellenic Fund & Asset Management Association, Board Member of the Hellenic Corporate Governance Council (HCGC)

Konstantinos B. Kollias

President of the Economic Chamber of Greece

Vasilis Panagiotidis

Senior Director, Hellenic Bank Association

Michalis Tzortzoris

President of Hellenic Insurance Brokers Association (HIBA)

Dr. Panos Xidonas

Full Professor & Director of Research at ESSCA École de Management, Chairman of the Investment Committee at the Hellenic Social Security Pension Fund

Speakers

Konstantinos Ouzounis

CEO, ethosGROUP

Yannick Malevergne

Deputy Director of the Sorbonne School of Management

Gabriel Amitsis

Professor of Social Security Law and Director of the Social Administration Research Lab, University of West Attica

Antonis Antoniadis

ESG Investment Officer at Alpha Asset Management MFMC

Panagiotis Antonopoulos

Vice Chairman & CEO, Alpha Asset Management M.F.M.C. - 1st Vice President of the Hellenic Fund and Asset Management Association

Nikos Vettas

General Director, Foundation for Economic and Industrial Research – IOBE & Professor, Athens University of Economics and Business

George Georgakopoulos

Managing Director Global Head of Servicing, Intrum, Chairman of the Board of Occupational Pension Fund, Intrum

Ilias Georgouleas

Founder of GMM Group & CEO of investment group Global Group SA

Tassos Giannitsis

Professor Emeritus, Department of Economics, University of Athens

Katerina Daskalaki

Director of Labour Affairs at SEV

Manos Drossatakis

CEO & CIO, Iolcus Investments AIFM

Konstantinos Zanetopoulos

Strategic Advisor, Head of CSR, Accenture Greece

Fotios Kalantzis

Senior Economist, European Investment Bank (EIB)

Yiannis Kantoros

CEO, INTERAMERICAN

George Karavias

Member of the Board of Directors, Athens Chamber of Tradesmen – CEO, Karavias Underwriting Agency

Grigoris Karelos

General Manager South-East Europe, Kenvue, Πρόεδρος, Σύνδεσμος Επιχειρήσεων Φαρμάκων Ευρείας Χρήσης (ΕΦΕΧ), Πρόεδρος, Τ.Ε.Α. Johnson & Johnson

Charalampos Katsipoulakis

Finance Manager, Tsakos Columbia Shipmanagement (T.C.M.) S.A. & Chairman of the Institution for Occupational Retirement Provision of Tsakos Maritime Enterprises & Associates

George Kendouris

CEO, AON Solutions Greece & Turkey

Konstantinos Kondakis

Chief Investment Officer, Piraeus Asset Management MFMC

Dimitris Mantzalis

Director, Insurance Business Consulting, EY Greece

Panagiotis Michalarogiannis

BoD Chairman, Institution for Occupational Retirement Provision of Athens International Airport

Hercules Bablekos

Chief Executive Officer, Piraeus Asset Management M.F.M.C.

Theofanis Mylonas

Chairman of the BoD & CEO, Eurobank Asset Management MFMC

Dr. Milton Nektarios

Professor of Insurance and Risk Management, Department of Statistics and Insurance, University of Piraeus, Greece

Aristotelis Panagiotakis

Vice Chairman of the BοD & Chief Executive Officer, Optima asset management M.F.M.C.

Pantelis Papageorgiou

CEO, Elikonos Capital A.I.F.M.

Iossif Papadogiannis

CIO & Vice Chairman of BoD, Alpha Trust

Angelos Stergiou

Professor at the Law School of the Aristotle University of Thessaloniki, Editor-in-Chief of the "Social Security Law" legal journal (Sakkoulas Publications)

Alexandra Tragaki

Professor in Economic Demography, Harokopion University of Athens

Nikolaos D. Philippas

Professor of Finance, University of Piraeus, Department of Business Administration, Chairman and Founder of the Hellenic Financial Literacy Institute (HFLI)

Charalampos Fytros FHAS, CFA, PhD

2nd Vice President, H.U.I.O.R.P., Actuarial & Financial Analyst, Institution for Occupational Retirement Provision of Johnson & Johnson  

Evangelos Charatsis

Chairman & Managing Director, BETA Securities

George Chrissikos

CEO, Member BoD, Allianz M.F.M.C.

Moderators

Sophia Rodopoulou

Journalist, Alpha TV

Stavros Thomadakis

Emeritus Professor of Financial Economics, National Kapodistrian University of Athens, Former Chairman, International Ethics Standards Board for Accountants (IESBA ΝΥ 2015-21)

Panayiotis Elia

Policy Advisor on Pension & Financial Affairs, European Association of Paritarian Institutions (AEIP)

Christos Konstas

Programme Manager – Head of Content, ethosMEDIA

Isavella Vitou

Chief Strategy and Integration Officer, Allianz European Reliance

Anestis Ntokas

Journalist, Naftemporiki

Gold Sponsors

Silver Sponsors

Bronze Sponsors

Premium Corporate Participations

Corporate Participations

Under the Auspices of

Honorary Partner

Media Partners

Communication Sponsors

Sponsorship Program

GOLD SPONSOR (€12,000 + VAT)

Στέλεχος του χορηγού δικαιούται ομιλία διάρκειας δέκα (10) λεπτών.
Ο χορηγός δικαιούται συμμετοχή στελέχους του σε πάνελ του συνεδρίου.
Παρέχεται η δυνατότητα δημοσίευσης εσωτερικής συνέντευξης υψηλόβαθμου στελέχους στο περιοδικό Insurance World, με αναδημοσίευση στο portal insuranceworld.gr.
Ο χορηγός θα προβάλλεται σε προνομιούχα θέση σε όλο το προωθητικό υλικό του συνεδρίου (ηλεκτρονικά newsletters, e-mail updates, landing pages, απολογισμούς, κ.λπ.).
Δικαιούται τρεις (3) ροτόντες των οχτώ ατόμων (24 άτομα) στον χώρο διεξαγωγής του συνεδρίου.
Δικαιούται πενήντα (50) προσκλήσεις για την παρακολούθηση του συνεδρίου μέσω της ηλεκτρονικής πλατφόρμας LiveOn. Ο χορηγός θα προβάλλεται σε προνομιούχα θέση σε όλο το προωθητικό υλικό του συνεδρίου (ηλεκτρονικά newsletters, e-mail updates, landing pages, απολογισμούς, κ.λπ.).

Τo λογότυπο του χορηγού (ή/και σύνθεση με αυτό) θα προβάλλεται σε προνομιούχα θέση στα εικαστικά του κεντρικού site του συνεδρίου και στα εικαστικά του LiveOn Expo Complex (επιγραφές στο εξωτερικό του κτιρίου, στο Lobby/Ζώνη Α, στο Vip Lounge στον προθάλαμο του Conference Center και στις αίθουσες του Conference Center (Auditorium) όπου γίνεται ζωντανή μετάδοση της εκδήλωσης).
O χορηγός δικαιούται δικό του Premium 3D Ψηφιακό Περίπτερο στο Sponsors Hall του LiveOn Expo Complex. Σε αυτό περιλαμβάνονται (υλικά έως 30MB): 1. Εταιρικό λογότυπο (περιοχή που θα φιλοξενεί το εταιρικό σήμα και την επωνυμία του εκθέτη σε ενιαία φωτογραφική σύνθεση), 2. Ηλεκτρονική Γραμματεία (περιοχή όπου ο επισκέπτης μπορεί να αφήσει τα στοιχεία του, να κατεβάσει το εταιρικό προφίλ -έως 500 λέξεις. Επίσης μπορεί να ζητήσει επικοινωνία με εκπρόσωπο του χορηγού). 3. Εταιρικό Video (περιοχή όπου ο επισκέπτης μπορεί να δει εταιρικό video (μέγιστης διάρκειας έως 5’), 4. Θέσεις Προϊοντικής Προβολής (2Χ) (δύο θέσεις φωτογραφικού υλικού όπου ο επισκέπτης μπορεί να ενημερωθεί για προϊόντα της εταιρείας), 5. Σημείο Συναντήσεων (περιοχή όπου ο επισκέπτης μπορεί να γνωρίσει τους εκπροσώπους της εταιρείας που είναι στο περίπτερο (θα βλέπει τα προφίλ τους σε pop-up) και να έχει αλληλεπίδραση μαζί τους (μέσω pop-ups) με άμεσο chat, άμεσο ή προγραμματισμένο video call, άμεσο ή προγραμματισμένο Β2Β meeting) και 6. Θέσεις Προϊοντικού Καταλόγου (2Χ) (δύο θέσεις όπου ο επισκέπτης μπορεί να δει κατάλογο προϊόντων της εταιρείας μέσω φωτογραφίας και popup παραθύρου με πρόσθετο ενημερωτικό υλικό).
Στο Ψηφιακό Περίπτερο μπορούν να είναι συνδεδεμένα κατά τη διάρκεια της εκδήλωσης έως και οχτώ (8) στελέχη του χορηγού για online επικοινωνία με συμμετέχοντες σε αυτή, τα στοιχεία επικοινωνίας των οποίων (e-Businesss card) θα κοινοποιούνται αυτόματα στους επισκέπτες που ζητούν κάποιας μορφής επικοινωνία μαζί τους.
Δικαιούται χώρο για τοποθέτηση περιπτέρου μέγιστης διάστασης 3μ.x3μ. στο lobby του ξενοδοχείου που θα διεξαχθεί το συνέδριο.
Ο χορηγός έχει τη δυνατότητα προβολής διαφημιστικού spot (μέγιστης διάρκειας 20’’). Το spot θα προβληθεί έως και τρεις (3) φορές σε διαφημιστικά slots κατά τη του συνεδρίου.
Ο χορηγός θα προβληθεί μέσω των social media του διοργανωτή (Facebook και LinkedΙn) με τρεις (3) δημοσιεύσεις «διακεκριμένης προβολής».
Δικαιούται να συμπεριλάβει προωθητικό υλικό έως (30MB) στο MyEventXPack (ψηφιακή τσάντα) του συνεδρίου.
Θα λάβει εκτενή απολογισμό του συνεδρίου.

SILVER SPONSOR (€9,000 + VAT)

One sponsor executive is entitled to a ten-minute (10) speech or to participate in a conference panel.
The option is provided for the publication of an interview of a high-ranking executive on the portal banks.com.gr.
Sponsors will be prominently featured throughout the conference’s promotional material (e-newsletters, e-mail updates, landing pages, reports, etc.).
They are entitled to two (2) eight-person round tables (16 people) in the conference area.
They are entitled to forty (40) invitations to attend the conference via the LiveOn electronic platform.
The sponsor’s logo (and/or a design containing it) will be prominently featured on the graphics of the conference’s main website and on the graphics of the LiveOn Expo Complex (signs on the building’s exterior, in the Lobby/Zone Α, in the VIP Lounge in the Conference Center Lobby, and in the Conference Center (Auditorium) halls where the event will be broadcast live).
Sponsors are entitled to a Premium 3D Digital Stand at the LiveOn Expo Complex Sponsors Hall. The stand will include the following material (up to 20 MB): 1. Company Logo (area where the Sponsor’s corporate sign and brand name will be presented in a photographic composition), 2. Digital Secretariat (area where visitors will be able to leave their contact details, get information on the company profile (500 words maximum), download the company profile and request a meeting with a Sponsor’s representative), 3. Company Video (area where visitors will have access to a company presentation video – of 5′ maximum duration), 4. Product Promotion Placements (2x) (two placements of photographic material where visitors will be able to get information on the company’s products), 5. Meeting Point (where visitors will have the opportunity to meet with company’s representatives who are present at the stand (their profiles will be visible on pop-ups) and interact with them (through pop-ups) by instant chat, instant or scheduled video call, instant or scheduled B2B meeting) and 6. Product Catalogue Placements (2x).
At the Digital Stand, up to six (6) executives of the Sponsor will be able to connect and communicate online. Visitors who request some form of communication with an executive, will automatically be notified of the latter’s contact information (e-business card).
They are entitled to space to set up a kiosk, maximum dimensions 3m x 2m, in the lobby of the hotel where the conference will be held.
Sponsors may opt to screen an advertisement spot (20” maximum duration). This ad spot may be played up to two (2) times during the conference’s advertisement slots.
Sponsors will be promoted via the organizer’s social media (Facebook and LinkedIn) with two (2) “featured” posts.
They are entitled to include up to (20 MB) of promotional material in the conference’s MyEventXPack (digital tote bag).
They shall receive an extensive report of the conference.

BRONZE SPONSOR (€6,000 + VAT)

Sponsors are entitled to have one (1) executive participate in a conference panel.
Sponsors will be prominently featured throughout the conference’s promotional material (e-newsletters, e-mail updates, landing pages, reports, etc.).
They are entitled to one (1) eight-person round tables (8 people) in the conference area.
They are entitled to thirty (30) invitations to attend the conference via the LiveOn electronic platform.
The sponsor’s logo (and/or a design containing it) will be prominently featured on the graphics of the conference’s main website and on the graphics of the LiveOn Expo Complex (signs on the building’s exterior, in the Lobby/Zone Α, in the VIP Lounge in the Conference Center Lobby, and in the Conference Center (Auditorium) halls where the event will be broadcast live).
Sponsors are entitled to an Advanced 3D Digital Stand at the LiveOn Expo Complex Sponsors Hall. The stand will include the following material (up to 10 MB): 1. Company Logo (area where the Sponsor’s corporate sign and brand name will be presented in a photographic composition), 2. Digital Secretariat (area where visitors will be able to leave their contact details, get information on the company profile (500 words maximum), download the company profile and request a meeting with a Sponsor’s representative), 3. Company Video (area where visitors will have access to a company presentation video – of 5′ maximum duration), 4. Product Promotion Placements (2x) (two placements of photographic material where visitors will be able to get information on the company’s products), 5. Meeting Point (where visitors will have the opportunity to meet with company’s representatives who are present at the stand (their profiles will be visible on pop-ups) and interact with them (through pop-ups) by instant chat, instant or scheduled video call, instant or scheduled B2B meeting) and 6. Product Catalogue Placements (2x).
At the Digital Stand, up to four (4) executives of the Sponsor will be able to connect and communicate online. Visitors who request some form of communication with an executive, will automatically be notified of the latter’s contact information (e-business card).
They are entitled to space to set up a kiosk, maximum dimensions 2m x 2m, in the lobby of the hotel where the conference will be held.
Sponsors may opt to screen an advertisement spot (20” maximum duration). This ad spot may be played up to one (1) time during the conference’s advertisement slots.
Sponsors will be promoted via the organizer’s social media (Facebook and LinkedIn) with one (1) “featured” post.
They are entitled to include up to (10 MB) of promotional material in the conference’s MyEventXPack (digital tote bag).
They shall receive an extensive report of the conference.

PREMIUM CORPORATE PARTICIPATION (€3,000 + VAT)

Sponsors will be featured throughout the conference’s promotional material (e-newsletters, e-mail updates, landing pages, reports, etc.).
They are entitled to invite four (4) guests to attend the conference in person.
They are entitled to twenty (20) invitations to attend the conference via the LiveOn electronic platform.
The sponsor’s logo (and/or a design containing it) will be featured on the graphics of the conference’s main website and on the graphics of the LiveOn Expo Complex (signs in the Lobby/Zone B — subject to availability —, in the Conference Center lobby — subject to availability —, and in the Conference Center (Auditorium) halls where the event will be broadcast live).
Sponsors are entitled to a Standard 3D Digital Stand at the LiveOn Expo Complex Sponsors Hall. The stand will include the following material (up to 8MB): 1. Company Logo (area where the Sponsor’s corporate sign and brand name will be presented in a photographic composition), 2. Digital Secretariat (area where visitors could leave their contact details, get information on the company profile (150 words maximum), 3. Company Video (area where visitors will have access to a company presentation video – of 3′ maximum duration), 4. Product Promotion Placement (1x) (one placement of photographic material where visitors could get information on the company’s products).
They are entitled to space to set up a kiosk, maximum dimensions 2m x 2m, in the lobby of the hotel where the conference will be held.
They are entitled to include up to (8 MB) of promotional material in the conference’s MyEventXPack (digital tote bag).
They shall receive an extensive report of the conference.

CORPORATE PARTICIPATION (€1,500 + VAT)

The sponsor’s logo will be featured on the conference’s graphics (on the conference main website, the Sponsor section landing page, and the presentation – speech pages).
They are entitled to invite two (2) guests to attend the conference in person.
They are entitled to ten (10) invitations to attend the conference via the LiveOn electronic platform.
They are entitled to display one (1) roll up banner, maximum dimensions 0.85m x 2.00m, in the lobby of the hotel where the conference will be held.
They are entitled to include up to (5 MB) of promotional material in the conference’s MyEventXPack (digital tote bag).
They shall receive an extensive report of the conference.

INDIVIDUAL PARTICIPATION

250€+ 24% VAT – hybrid participation (physically & digitally present via the LiveOn Expo Complex)
90€+ 24% VAT – digital participation (via the LiveOn Expo Complex)

For Fund Executives, members of H.U.I.O.R.P

120€ + 24% VAT – hybrid participation (physically & digitally present via the LiveOn Expo Complex)
50€ + 24% VAT – digital participation (via the LiveOn Expo Complex)

Provisions per individual participations:

Participation in conference proceedings.
Full utilization of the advanced digital capabilities of the LiveOn Expo Complex (networking, XPack, video calls & chats).
Conference attendance certificate (to be sent by e-mail)
Online exchange of contact details and personal communication with speakers, conference participants, and participating sponsor executives through the event’s Networking Hub.
All participants will receive a detailed report of the conference (including speaker presentations, videos, and photos).

LiveOn Expo Complex Branding Spots