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of the biggest investment conference in Poland

of the biggest investment conference in Poland

April 2nd, 2020 / Warsaw / Hilton Hotel

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Conference

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

Schedule

Conference start

09:00 - 09:30

Registration and welcome coffee

09:30 - 09:45

Preface and welcome guest

09:45 - 10:00

Level above – the need for self-regulation

10:00 - 10:20

The topic is being agreed

10:20 - 10:45

Behavioral Alpha & Adaptive Asset Management

10:45 - 11:35

Advisor 3.0 – a human or a machine?

11:35 - 12:05

Coffee break

12:05 - 12:30

ALFA awards 2019

12:30 - 12:45

Demographic challenge for the asset management industry

12:45 - 13:00

Global Transformation - Investing Today for Tomorrow’s World

13:00 - 13:45

Megatrends – investments that have a bright future

13:45 - 14:45

Lunch

14:45 - 15:30

Impact investing – brave new world

15:30 - 15:50

It’s time for Polish small and mid-caps

15:50 - 16:10

New (ab)normality on the fixed income market

16:10 - 16:15

Conference concludes

Conference end

Speakers

Joanna Ałasa

NN Investment Partners TFI

Przemysław Barankiewicz

CFA Society Poland

Rafał Bogusławski

Analizy Online

Michał Cichosz

Skarbiec TFI

David Docherty

Schroders

Michał Duniec

Analizy Online

Wojciech Kiermacz

Analizy Online

Dariusz Lasek

TFI PZU

Rafał Lis

CVI Dom Maklerski

Konrad Łapiński

Total FIZ

Jacek Marcinowski

Santander TFI

Iain McAra

CFA Institute

Bartosz Pawłowski

mBank Private Banking

Małgorzata Rusewicz

IZFiA / IGTE

Markus Schuller

Panthera Solutions Sarl

Saurabh Sharma

Fidelity International

Robert Stanilewicz

Analizy Online

Adam Woźny

Generali Investments TFI

Mariusz Zaród

Quercus TFI

Partners

Generali Investments TFI

Generali Investments TFI S.A. for 25 years has been providing attractive investment solutions based on one of the most stable and professional team of experts on the market. It manages assets worth over PLN 15 billion. In 2019 company joined Generali Financial Group founded in 1831. The company’s competences have been confirmed by numerous awards and distinctions in the field of investment funds, pension solutions, savings products, asset management and investment consulting. For more information on Generali Investments TFI, please visit: generali-investments.pl.

NN Investment Partners TFI

NN Investment Partners TFI has been managing the assets of individual and institutional clients for 22 years. We are the third largest investment funds company on the Polish market, which manages near-ly 21 billion of assets. We serve over 580,000 clients by offering them investment funds, asset man-agement 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.

Fidelity International

Fidelity International offers world-class investment solutions and professional expertise in pension funds to institutions, to individuals and to their advisors, supporting clients in reaching a better future for themselves and future generations. Providing clients with assistance in saving for retirement and other long-term investments has been the core of our activity for almost 50 years. We are responsible for 419.3 bn $ of clients’ assets (340.8 bn GBP, 384,5 bn euro), held by more than 2.4 mln entities in Pacific Asia, Europe, the Middle East and South America.

TFI PZU

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 also a 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 offered by online platform inPZU.

PFR TFI

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 one of the institutions offering and managing Employee Capital Plans (pol. PPK) and has a unique role – as designated institution it ensures safety of the system and common access to PPK.