8th edition of the biggest investment conference in Poland

March 15th, 2018 / Warsaw / Hilton Hotel

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Fund Forum Analiz Online

is the biggest and most prestigious professional investment conference on the Polish market, it is also an exceptional group of speakers and guests from renowned Polish and global investment companies - the world investment authorities

Wide audience

consisting of people involved professionally with the investment funds market in Poland - including key individuals in distribution companies that shape sales policy, the discussion forum for current issues related to macroeconomics, as well as global and local capital markets

Source of knowledge

both practical and related to sales techniques for financial advisors and those involved in the distribution of investment products, as well as the only platform of its kind for the exchange of opinions and experience


Conference start

09:00 - 09:30

Registration and welcome coffee

09:30 - 09:45

Preface and welcome guest

09:45 - 10:10

The one fund for a lifetime – is it possible?

10:10 - 11:00

Breakthrough in the Polish pension system

11:00 - 11:25

Different people, different strategies. Absolutely

11:25 - 11:55

Coffee break

11:55 - 12:45

#Fintech changes reality – say hello to a robot

12:45 - 13:35

MiFID II – evolution, revolution or misunderstanding

13:35 - 14:35


14:35 - 14:50

ALFA awards 2017

14:50 - 15:15

Tech sector – do the analogies to the dotcom bubble make sense?

15:15 - 16:05

Investment portfolio for 2018 – where to seek high returns?

16:05 - 16:15

Conference concludes

Conference end


Marcin Bednarek


Norbert Biedrzycki

McKinsey Digital

Robert Bohynik Ph.D.

NN Investment Partners TFI

Łukasz Cioch


Rafał Dobrowolski

Tar Heel Capital

Michał Duniec

Analizy Online

Professor Marcin Dyl, Ph.D. hab.


Prof. Krzysztof Jajuga

CFA Society Poland

Zbigniew Jakubowski

Union Investment TFI

Tomasz Jóźwik

Dziennik Gazeta Prawna

Ewa Małyszko


Jacek Marcinowski


Jarosław Niedzielewski

Investors TFI

Jana Niedźwiedź-Gliniecka


Prof. Witold M. Orłowski

Vistula University in Warsaw

Błażej Prośniewski

Polskie Radio

Tomasz Stadnik

Rockbridge TFI

Paweł Sujecki

ProService Finteco

Agnieszka Surmacka

PKO BP Finat

Monika Szlosek

Deutsche Bank Polska

Aleksander Widera


Marcin Wojewódka, Ph.D.

Kancelaria Wojewódka i Wspólnicy

Grzegorz Zatryb

Skarbiec TFI

Piotr Żochowski



Rockbridge TFI

Rockbridge TFI is an investment company which for twenty years provides both polish and foreingn investors with a wide range of investment and savings products. Our offer includes 34 investment funds, savings plans and asset management services.


BZ WBK Towarzystwo Funduszy Inwestycyjnych S.A. is one of the biggest and most experienced investment fund management companies on the Polish market. Customers’ funds are invested in capital and financial market instruments, such as equities, bonds and money market instruments. Customers may choose between Arka BZ WBK FIO and Arka Prestiż SFIO umbrella funds making a decision based not only on the degree of risk and investment horizon, but also geographic and currency diversification of their investments.

Union Investment TFI

Union Investment TFI has been operating in Poland for over twenty years. We manage the assets on behalf of retail, corporate and institutional investors, carrying for both investment effectiveness and safety. We offer a wide choice of funds, asset management strategies, retirement products as well as profitable and tailor - made investment solutions. Over the years we have received numerous awards for our professionalism as well as reproducible and outstanding investment performance, such as “Golden Portfolios”, "Alpha", as well as the “Bull & Bear” statuettes.

ProService Finteco

ProService Finteco is a specialized entity with over 23 years of experience in polish financial market. It acts as intermediary between Clients or distributors and investment funds, pension funds or insurance companies. The firm offers high-tech software for asset managers and banks in Poland, as well as abroad. Experience, know-how and technical support with accurate operational procedures allow ProService Finteco to ensure high standards of service and assistance in creating new products on the financial market

Saturn TFI

Saturn TFI has almost 10-year experience on the Polish capital market. The company manages over 50 mutual funds realising interesting and effective investment strategies that help to increase value of its customers capital. Over 6000 investors trusted our experience and professional competences and chose our actively managed products (including equity, money market, real estate and securitisation funds). Our products are designed with care about their quality and investor’s needs.