Özcan Dalmis
Özcan Dalmis
I was born in Marburg/Hesse.

I graduated from the catholic monastery school St. Johann (Amöneburg/Hessen).

Study abroad:

  • Operations Research and Statistics

  • University of Southern Queensland in Toowoomba (Australien)


  • Business Mathematics at the Philipps-University of Marburg
  • Main subjects: auditing/business valuation and actuarial science
  • Diploma thesis “Valuation and accounting of actuarial reserves according to US-GAAP”


Working student at R+V in the field of mathematics:

  • Inventory management systems
  • product calculation
  • ALM modelling
  • Accounting according to IFRS


  • Audits of annual financial statements of insurance companies
  • Derivatives, structured products, ABS/CLN and alternative investments
  • HGB, IAS and US-GAAP
  • BaFin circulars R 3/1999, R 3/2000 and R 1/2002
  • Consulting: ALM, development of a risk management system, creation of valuation units/hedge accounting
  • Unit-linked/stock-index-linked insurance products

DAV: 2000 – 2003

  • Examination as an actuary DAV
  • Specialized in financial mathematics


  • Financial Strength Ratings of Insurance Groups
  • Ratings of hybrid capital issues
  • S&P’s capital model
  • Model development to take into account the German specifics of the business model (guarantees, profit participation, ALM, accounting)
  • Development of the Enterprise Risk Management approach

DZ Bank:

  • Deputy department director in the capital markets division responsible for the further development of products and marketing approach
  • Support for insurance companies, pension funds and pension schemes in investment solutions
  • Structured bonds, credit risk-bearing and equity-linked investments
  • Team leader for “Institutional Advisory”: Development of a strategic and holistic advisory approach for institutional clients
  • Individual ALM analyses with the ALM software MoSes
  • Development of solutions to hedge the reinvestment risk


  • Director in the area of structuring and sales
  • Balance sheet and regulatory-driven solutions for insurers, pension funds and pension schemes
  • Insurance products such as Micro-CPPI
  • M&A projects (company value assessment using embedded value models)
  • Solutions for financing the additional interest reserve
  • Development of alternative fixed-income investments
  • Packaging with a balance sheet and regulatory advantages


  • Structuring and marketing of investment solutions for insurance companies, pension funds and pension schemes
  • Fund solutions for private debt, real estate, equities, emerging markets

Dalmis Investment and Risk Consulting:

  • ALM for various pension funds and life insurers
  • Product development and regulatory support for banks
  • Structuring for various asset managers in the field of alternative investments
  • Optimization of risk management for a pension fund
  • Actuarial controlling for a life insurance company