9th edition of the biggest investment conference in Poland

March 13th, 2019 / Warsaw / Hilton Hotel

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Add event to Calendar 13/03/2019 09:30 13/03/2019 16:00 DD/MM/YYYY Europe/Warsaw 9. Fund Forum Analiz Online Zapraszamy na 9 Fund Forum Analiz Online – największą na polskim rynku profesjonalną konferencję o tematyce inwestycyjnej.
Zespół Analiz Online
Hotel Hilton | Warszawa | ul. Grzybowska 63

you are invited to the conference by


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 - 10:00

Cheaper, better? Effects of reduced fees in polish mutual funds

10:00 - 10:15

Why are funds cheaper abroad?

10:15 - 11:15

The beginning of the end or the end of the beginning – market discussion

11:15 - 11:35

Index funds – instruction manual in Polish

11:35 - 12:05

Coffee break

12:05 - 12:30

ALFA awards 2018

12:30 - 13:15

PPK – a stock exchange booster is coming

13:15 - 13:40

MiFID II – client or compliance, that is the question

13:40 - 14:40


14:40 - 15:05

Adviser, keep it simple please

15:05 - 15:20

Water in the wallet - a curiosity or actual diversification?

15:20 - 16:10

"New deal" on polish mutual fund market

16:10 - 16:15

Conference concludes

Conference end


Marcin Adamczyk


Konrad Augustyński


Andre Bantli


Małgorzata Barska

NN Investment Partners TFI

Jerzy Bralczyk

Uniwersytet Warszawski, Rada Języka Polskiego

Sebastian Buczek

Quercus TFI

Adam Dakowicz

AgioFunds TFI

Michał Duniec

Analizy Online

Łukasz Kwiecień


Bertrand Lecourt

Fidelity International

Martin Lueck


Ewa Małyszko


Jacek Marcinowski

Santander TFI

Waldemar Markiewicz

Izba Domów Maklerskich, Santander Securities

Sergio Miguez

EFPA España

Piotr Minkina

Union Investment TFI

Bartosz Pawłowski

mBank Private Banking

Maciej Samcik

Subiektywnie o finansach

Robert Stanilewicz

Analizy Online

Patrycjusz Wyżga

Program III Polskiego Radia

David Zahn

Franklin Templeton Investments


BlackRock IM (UK) Ltd

BlackRock is a leading asset management firm around the world. BlackRock has more than $6 trillion of assets under management in equity, fixed-income, alternative and cash strategies for both institutional and individual clients. It also provides services in market risk management and advisory in the financial markets area. Our extensive capabilities allow us to create solutions aimed to deliver results which are expected by our clients.


Towarzystwo Funduszy Inwestycyjnych PZU (TFI PZU) is one of the largest investment firms in Poland in terms of assets under management. TFI PZU was established in 1999 and is a part of PZU Group (the largest financial-insurance group in CEE region). It benefits from extensive experience and know-how gathered throughout over 200 years of activity in the financial and insurance business and forms investment arm of the PZU Group. TFI PZU is a also leader in the area of Employee Pension Programs and the first Polish investment company that has its own dedicated team using quantitative methods in management of i.a. index funds inPZU.

Union Investment TFI

For more than 20 years Union Investment TFI has been multiplying the money of individuals, companies and institutions, taking care not only of the efficiency of investments, but also for their safety. We offer top-quality mutual funds, asset management portfolios, pension products as well as profitable bespoke investment solutions. Our professionalism for many years has been confirmed by numerous prestigious awards for stable and above-average investment results, including "Byki i Niedźwiedzie" statuettes, "Alfy" for the best TFI and "Złote portfele". In October 2018, an agreement was signed to take over the 100% stake in Union Investment TFI by the Generali Group. The announced transaction is conditional. For its completion, planned for the first half of this year, approval is required


PFR TFI is a part of the PFR Group. It is a team of dozens of high-class specialists who have many years of experience in managing close-end funds, open-end funds as well as saving and investment products. The company specializes in creating and managing investment funds and managing a collective portfolio of securities. PFR TFI is going to be one of the institutions offering and managing Employee Capital Plans (pol. PPK) and its role in the new pension regime will be additionally extended by acting as designated institution.

Fidelity International

Fidelity International was established in 1969 as the international arm of Fidelity Investments. Since 1980, Fidelity International is an independent asset management company and is responsible for total client assets of €356 billion from over 2.3 million clients outside of the USA. Our global research capabilities total over 400 investment professionals and research staff around the world. Our portfolio managers and analysts attend more than 16,000 company meetings annually – or one every 8 minutes on average.

NN Investment Partners TFI

NN Investment Partners TFI has been managing the assets of individual and institutional clients for over 21 years. We are the fourth largest investment funds company on the Polish market, which manages nearly 18 billion of assets. We serve over 450,000 clients by offering them investment funds, asset management portfolios and pension products. We are part of the international NN Group. We successfully combine global and local expertise to provide our clients with top-tier investment solutions.