Conference organizer
Conference partners
Michał Duniec, Robert Stanilewicz
Analizy Online
CEO
Graduate of the Faculty of Management at the University of Warsaw and Vlekho Business School in Brussels. He holds a securities broker license (number 2868). He completed a managerial program at the ICAN Institute (Harvard Business Review). He has been associated with the capital market since 2006. He began his professional career in the sales area at Bank Zachodni WBK (now Santander Bank) and Investment Fund Managers. In 2007, he joined Analizy Online, where he worked successively as an Analyst, Senior Analyst, and then Director of the Analysis Department. Since 2014, he has served as President of the Management Board of Analizy Online, responsible for analysis, business relations, and marketing. He is also the Chairman of the Supervisory Board of the subsidiary KupFundusz SA. He is the initiator of the implementation of Good Information Practices (DPI) in the fund market. In October 2023, he joined POLSIF (Sustainable Investment Forum Poland) as an ordinary member. For many years, he has participated in industry conferences and given lectures on the functioning of the investment fund market in Poland.
Analizy Online
Media Development Director
Economic journalist. He worked for several years in the TVN group news programs. Economic editor of TVN24, TVN CNBC, TVN24 BIS. Author and host of programs on economy and international affairs. In the media since the mid-nineties. He has conducted thousands of interviews with people related to the financial market, economy and politics. In 2004 - 2011 TVN24 broadcast his original program on personal finance "Portfolio". He is a double laureate of Władysław Grabski's Award by the National Bank of Poland. Apart from that he is a laureate of Marian Krzak’s Award by the Association of Polish Banks and "Libertas at auxilium" awarded by the Office of Competition and Consumer Protection. Currently, director of Media Development at Analizy Online.
Jakub Liebhart
Although ETFs dominate many market segments, there are areas where active management demonstrates its advantage. The Polish corporate bond market is an example where company selection, credit risk analysis, and a flexible approach to duration have a real impact on performance. Jakub Liebhart will discuss when actively managed funds outperform indices and in which asset classes passive strategies typically fall short.
EQUES Investment TFI
Vice President of the Management Board
Vice President of the Management Board, Chief Investment Officer, fund manager. CFA, Investment advisor, license No. 655, and Securities broker, license No. 2700. In EQUES Investment TFI supervises investment decisions, responsible for analysis of new investment projects and serves as President of Investment Committee. Master of Science in Economics, holder of Bachelor’s Degree in International Economics, graduate of Warsaw School of Economics, International Master in Business Management scholarship at Université Paris-Est Créteil.
Dominik Bekkewold, Piotr Dygas, Marcin Groniewski, Marlena Janota, Rafał Madej, Piotr Szulec, Robert Stanilewicz
It’s completely natural for people without experience to fear investing. For many, the typical volatility of investment funds is not “a market norm” but a financial nightmare and fear of losing all their capital. How can we help clients understand that fluctuations in fund units are not a disaster but part of the journey to building wealth? In this panel, we’ll talk about what clients truly need to believe that investing is worth it. How can we support them in overcoming psychological barriers? And finally – how can we help them discover their real risk tolerance? What do practitioners’ experiences say about this, and what does science suggest? This panel is about better understanding clients’ fears and how to tame them step by step, together.
Fidelity International
Director of Sales
Director of Sales, Fidelity International Representation in Poland. Working at Fidelity's Warsaw office since 2011, responsible for developing operations and distribution of Fidelity Funds in Poland, among others. With over 16 years of experience in the financial services industry, he began his career at Fidelity International in 2008 at the London office, serving as an Investment Fund Analyst. Prior to joining Fidelity, he worked as a Financial Analyst at Ancoria Insurance Ltd. in Cyprus from 2006 to 2008. He started his career as a Deputy Investment Advisor at Meritus Capital Stockholm AB in Sweden in 2005. He holds a license as an Asset Allocation Advisor from Sweden and has a master's degree in economics from the University of Skövde.
TFI PZU
Vice President of the Management Board
An experienced manager with over 20 years of involvement in the investment fund industry. He specializes in the distribution of investment products tailored to the needs of individual and corporate clients. He also has experience in portfolio management services involving financial instruments. He is a strong advocate of retirement solutions implemented within the capital market. For nearly 20 years, he has been cooperating with the Warsaw Institute of Banking in the certification of EFPA EFA programs aimed at employees of banks and financial institutions. He holds a postgraduate degree from the Faculty of Management at the International Management Center of the University of Warsaw, with an Executive MBA title accredited by EQUIS, AACSB, and AMBA.
Santander TFI
CEO
Graduate of the Finance and Banking faculty at the University of Economics in Katowice. Associated with Santander Bank Polska S.A. Group since 1998. He worked mainly in the areas of financial and capital markets. Played various roles in the management of liquidity, currency and interest rate risk. In 1998-2006 he worked as a dealer, than from 2006 to 2012 managed the department dealing on financial markets. Between 2012 and 2016 he was a Director of Financial Markets Area and then the director of Dom Maklerski BZ WBK S.A. He carried out the merger of Dom Maklerski BZ WBK with the Bank (currently: Santander Bank Polska S.A.), than as the Director of the Strategy and Transformation Area he was responsible for the strategy operationalization and the transformation of the Bank’s business model. In March 2022 he was appointed Vice President of the Management Board in Santander TFI S.A. in charge of the Sales and Marketing Area, the Financial Department and with the Product Development Department. In April 2023 he was nominated for the position of President of the Management Board in Santander TFI S.A.
Pekao TFI
President of the Management Board
Marlena Janota has been involved in the financial market since 2001. Since April 2025, she has served as the CEO of Pekao TFI. She was previously associated with Santander TFI during the periods 2010–2025 and 2005–2008, where from October 2011 she held the position of Management Board Member responsible for Sales and Marketing. Between 2008 and 2010, she worked at Xelion Investment House as Director of the Product and Sales Support Department and Proxy. She began her career at Górnośląskie Investment Fund Company, where she served as Director of Marketing and Retail Distribution from 2001 to 2005. She is the founder and board member of the Sustainable Investment Forum Poland (POLSIF), a non-profit NGO focused on advancing the Polish sustainable investment and finance market through the development and promotion of best practices. She graduated from the Faculty of Organization and Management at the Silesian University of Technology in Gliwice and has completed several executive management programs at institutions such as HEC Paris, SDA Bocconi, LSE, and the University of Cambridge, as well as postgraduate studies in AI project management at Kozminski University.
PKO TFI
President of the Management Board
A manager with 27 years of experience in the banking and investment sector. He has served as Director of the Investment Products Department and Director of the Private Banking Centre at PKO Bank Polski, where he managed the private banking branch network and the portfolio of deposit, insurance, and investment products, developed and implemented the Bank’s strategy in the area of savings and investment offerings, and shaped its advisory model. . Rafał Madej previously held the position of Director of the Key Client Department at PKO TFI S.A. Throughout his career in the financial sector, he has developed and executed strategies for savings and investment offerings, built advisory competencies within the distribution network, developed product offerings, managed sales and marketing activities, and maintained relationships with institutional clients. . He holds a law degree, an MBA in management, and a postgraduate diploma in “Investment Academy – Business School” from the Warsaw University of Technology.
Skarbiec TFI
CEO
He graduated from the University of Lodz with a degree in Economics and Organization of Foreign Trade and completed a Postgraduate Investment Program in Capital Investments and Corporate Development Projects at the Warsaw School of Economics. Since 1997 he has been involved in the capital market as an expert, managerial, and directorial positions. Since December 2021 as a member of the Management Board of Skarbiec TFI. Since January 2022 as a President of the Management Board of Skarbiec Holding and Skarbiec TFI.
Analizy Online
Media Development Director
Economic journalist. He worked for several years in the TVN group news programs. Economic editor of TVN24, TVN CNBC, TVN24 BIS. Author and host of programs on economy and international affairs. In the media since the mid-nineties. He has conducted thousands of interviews with people related to the financial market, economy and politics. In 2004 - 2011 TVN24 broadcast his original program on personal finance "Portfolio". He is a double laureate of Władysław Grabski's Award by the National Bank of Poland. Apart from that he is a laureate of Marian Krzak’s Award by the Association of Polish Banks and "Libertas at auxilium" awarded by the Office of Competition and Consumer Protection. Currently, director of Media Development at Analizy Online.
Rafał Matulewicz
For decades, the United States economy has been regarded as the strongest and most resilient in the world. High productivity, a flexible labor market, robust domestic demand, and the dominance of the US dollar as the global reserve currency have built America’s exceptional status and lasting advantage over the rest of the world. With Donald Trump’s return to the White House, cracks have begun to appear in this image. In this presentation, we will explore what truly underpins the competitive edge of American companies today, whether the valuation premium they enjoy might eventually disappear, the risks facing Wall Street and the US economy, and what has changed after nearly a year of Trump’s presidency.
PKO TFI
Vice President of the Management Board (Chief Investment Officer)
Graduate of the Warsaw School of Economics in 2002 with a degree in Finance and Banking. Recipient of CEMS (Community of European Management Schools) scholarship at the Stockholm School of Economics. Holder of a UK investment licence from the FSA Financial Regulator ("Approved Person") during his employment in the UK (2002–2009). Rafał has nearly 20 years of experience in fund management and investment banking. From 2007 to 2009 he held a Director position in the interest rate management department at Merrill Lynch in London. Prior to that, in 2002–2007 he was employed at UBS Investment Bank (London, UK) in the role of Associate Director in the interest rate and currencies division. At PKO TFI since 2009. He has been in charge of the Asset Management Division since 2012, being involved in the daily supervision of investment risks for all funds, both in the open and closed-end category. Rafał is a member of the Investment Committee and the Risk Management Committee, with direct influence on building the company's risk management vision. In 2017 he played a key role in the implementation of the Murex risk management system. He personally participates both in the process of creating the PKO TFI product offer as well as in sales of investment products. Rafał actively takes part in many industry conferences.
Michał Szymański
Technology is constantly accelerating, shaping both our daily lives and investors’ portfolios. Or is it just a passing fad, with another dot-com-style crash on the horizon? Which vision should we believe in? How can we invest in technology wisely and leverage its potential?
VIG / C-QUADRAT TFI
CEO
President of the Management Board of VIG / C-QUADRAT TFI S.A. since the company’s establishment in May 2020. Holds a PhD in Economics, is a licensed investment advisor, and a CFA charterholder. He has 25 years of experience in the capital market, particularly in asset management. Co-founder and long-time President of the Management Board of the current Alior Investment Fund Company S.A.; previously served as Chief Investment Officer and President of the Management Board at Aviva Pension Fund Company. He has also worked at ING Investment Management and in the portfolio management department of Creditanstalt Securities. Graduate of the Warsaw School of Economics, majoring in Finance and Banking.
Michał Milewski, Adam Woźny
Aging populations, climate change, automation – these are some of the megatrends, forces that are increasingly reshaping markets. How will they evolve in the age of deglobalization? Are megatrends a marketing creation? Is U.S. dominance sustainable? Do American large-cap companies hold an advantage over their Chinese counterparts? What risk premium is associated with this asset class, and what could go wrong?
Generali Investments TFI
Portfolio Manager
With Generali Investments TFI team since 2017. Michał manages absolute return funds and asset allocation funds. He is a licensed investment advisor (licence no. 559) and a stockbroker (licence no. 2627). He also has a certificate of a Chartered Financial Analyst (CFA) awarded by the U.S. CFA Institute. He started his experience as a share market analyst and continued as the investment fund manager. He graduated from the Faculty of Finance and Accounting at the Warsaw School of Economics and finished postgraduate studies in information systems and data analysis.
Generali Investments TFI
Portfolio Manager
He joined the equity fund management team at Generali Investments TFI in 2017. He graduated from the Faculty of Economic Sciences of the University of Warsaw, majoring in information technology and econometrics. He is a licensed investment advisor (licence no. 338). From 2007 to 2014, he was employed at Skarbiec TFI S.A., first as an Analyst in the Investment Risk Control Team, and then as a Manager/Analyst in the Asset Management Department. From March 2014 to November 2017, he worked at Amundi Polska TFI S.A. as a Senior Fund Manager and then as Director of the Asset Management Department. He joined the equity fund management team at Generali Investments TFI in 2017. In his private life, he is a handball fan (he used to play the game himself), a passionate gamer and coffee lover (he is particularly fond of coffee brewed using alternative methods).
Michał Ferenc
Non-bank financing is increasingly becoming an alternative to traditional sources of capital. How is the private debt market developing in Poland, Europe, and worldwide? What types of transactions dominate the portfolios of asset managers? During the presentation, we will take a closer look at the real challenges of this market: from project selection, through transaction security measures, to protecting investors' capital in cases of repayment difficulties on the issuer’s side.
Mount TFI
Member of the Management Board
Member of the Management Board at Mount TFI and Head of Private Debt. He has over 15 years of experience in the financial sector, including more than a decade in investment management with a focus on corporate bond funds. He previously held senior roles at AIG Bank Polska, Opera TFI, Millennium TFI, Idea TFI, Generali PTE, and Credit Value Investments, where he was responsible for private debt investments exceeding PLN 1 billion. He holds a degree in Finance and Banking from the Warsaw School of Economics (SGH) and the ACI Dealing Certificate.
Matthew Jennings
Poland has one of the lowest savings rates in the EU, and individual investors show a strong aversion to risk. More than 70% of fund assets are in debt, which does not always protect against inflation. Building real wealth requires exposure to global equities. Why? Our guest Matthew Jennings from Fidelity International will explain, presenting the Global Equity Income strategy, which combines active stock selection, solid fundamentals, and attractive dividends. This is a proposition for investors who do not accept deep drawdowns and are looking for a long-term, stable “anchor” for their portfolios.
Fidelity International
Head of Equity Investment Directing for Europe
Head of Equity Investment Directing for Europe at Fidelity, leads the development and articulation of global and regional equity investment capabilities. He joined Fidelity in 2011 and has experience that spans UK equities, global equity income strategies, and more recently as cross-asset lead for Fidelity’s sustainable investing capabilities. He is a CFA Charterholder, and has completed the CFA Certificate in ESG Investing and Cambridge Institute for Sustainable Leadership course in Sustainable Finance.
Tomasz Korab, Rafał Lis, Jagoda Fryc
Private asset classes are increasingly becoming a significant component of investment portfolios — both in wealth management and in private banking. What role do private assets play today in the portfolios of investors in Poland and globally? What solutions are actually available on our market? During the discussion, we will explore the potential of private markets, with a particular focus on private debt. We will talk about the risks associated with this asset class and how to mitigate them in order to strengthen return potential.
EQUES Investment TFI
President of the Management Board
He has 28 years of experience in the capital market. He holds Investment Advisor License No. 167 and Stockbroker License No. 1581. He graduated in Finance and Banking from the Warsaw School of Economics. He began his professional career in 1997 as a stockbroker in Bank Handlowy w Warszawie SA. Next, he was responsible for the overall customer relationship of CAIB Investment Management SA, including consulting services regarding the selection and adjustment of clients’ investment strategies. In the years 2001-2003, he was an Investment Advisor and Deputy Portfolio Management Director in BRE Asset Management SA, responsible for stock and balanced portfolios. From 2004, a Member of the Management Board and then Vice-President of the Management Board of Opera TFI SA. In EQUES Investment TFI SA since November 2011, initially as Vice-President of the Management Board, and from September 2014 as President of the Management Board. Chairman of the Supervisory Board of CERES Dom Inwestycyjny SA since April 2020. Member of the Advisory Board of the Lesław A. Paga Foundation since 2022.
CVI Dom Maklerski
Managing Partner
33 years of experience in the capital markets. He has held asset management roles at institutions such as Legg Mason Investments Asia, Citibank Korea, Citigroup Asset Management, Bank Handlowy in Warsaw, and Opera TFI. He began his career in capital markets as a stockbroker at BGŻ Bank Brokerage House. Currently, he is a Managing Partner at CVI, responsible for managing investment fund portfolios with a total value of over PLN 4 billion, specializing in private debt strategies.
Analizy Online
Journalist
An economic journalist specializing in investment funds and personal finance. Until November 2020, she was an editor and publisher at Business Insider Polska. Previously, she wrote for Puls Biznesu for five years. She received a commendation for Best Debut of the Year 2011 from the Chamber of Fund and Asset Managers. She graduated in journalism from the University of Warsaw. A fan of the fantasy genre, particularly the works of Andrzej Sapkowski. In her free time, she plays the violin.
Maciej Kołodziejczyk
Gold has returned to investors’ radars due to geopolitical tensions, record central bank demand, and expectations of a more accommodative Fed policy. But is this a lasting trend? In this panel, we’ll discuss the outlook for investing in gold through funds and ETFs – both those backed by physical gold contracts and those focused on mining company stocks. We’ll consider what might drive the price of the yellow metal in the coming years, what risks are on the horizon, and whether gold deserves a place in long-term investment portfolios.
Investors TFI
Fund Manager
A graduate of the Faculty of Economic Sciences (master degree in Finance and Banking) of the University of Warsaw and the Faculty of Mathematics, Informatics and Mechanics (master degree in Mathematics) of the University of Warsaw. Holder of the Polish Securities Broker license no. 2075. Employed at Investors TFI since May 2011, subsequently as an investment department analyst (from 2011 to 2014) and as a fund manager (from 2014 to 2015 and since 2017).
Jacob Rawel
Until recently, private equity investments were reserved for the largest institutions. Today, thanks to ongoing democratization, this asset class is increasingly making its way into the portfolios of affluent individual investors. It offers opportunities for diversification, reduced volatility, and access to companies growing outside the public market. Jacob Rawel from Lexington Partners, a Franklin Templeton company, will explain why this segment is gaining importance right now, what opportunities secondary strategies offer, how primary market strategies work, and the role of co-investor support. Can private equity in practice strengthen traditional equity and bond portfolios?
Lexington Partners
Managing Director
Jacob Rawel is a Managing Director on the Secondary team primarily focused on the origination, evaluation, and execution of non-U.S. secondary opportunities including partnership and GP-led transactions. Jacob joined Lexington as an associate in 2013 from Bank of America Merrill Lynch, where he was an associate in investment banking. He graduated from the University of Oxford (Somerville College) with a BA in Philosophy, Politics and Economics.
Patryk Borkowski, Kamil Cisowski, Marek Kaźmierczak, Zbigniew Jakubowski, Monika Szlosek, Hanna Jankowska, Robert Stanilewicz
Artificial intelligence has entered the world of finance faster than many expected. Today, it already helps analyze data, build portfolios, and even communicate with clients. Intermediaries and asset managers are testing and implementing solutions that not long ago sounded like science fiction. Will AI become the standard in advisory and investing? In this panel, we will discuss how artificial intelligence currently supports investment decisions – from risk scoring to portfolio recommendations. We will also consider how the Polish financial market is adapting global trends and whether technology can help make investment products and services more accessible to a broader range of clients.
Santander TFI
Sales and Strategy Director
A graduate of Finance and Accounting at the Warsaw School of Economics. A securities broker. He has been involved in the financial industry throughout his career. He has worked in the investment fund sector for 13 years and with Santander TFI for 3 years. He worked primarily in areas related to product offerings and market research. As a Project Manager, he successfully completed tasks related to the launch of innovative products, building new competencies, and implementing unique solutions such as the notification of Polish funds in Luxembourg. At Santander TFI, he is responsible for sales, product offerings, strategy development and implementation, project management, the development of digital distribution platforms, and research and development.
Dom Inwestycyjny Xelion
Head of the Investment Advisory and Research Team
A graduate of the Faculty of Economic Sciences and the Faculty of Psychology at the University of Warsaw. He holds a Securities Broker License and the CFA designation. He began his career in 2008 at Raiffeisen Bank Polska as a currency dealer. In the following years, he gained experience leading a team of brokers specializing in derivatives trading at X-Trade Brokers, working as an economist at PKO BP, and being responsible for macro allocation in foreign funds and product development at MetLife TFI. Since 2017, he has been responsible for the development of investment advisory services and investment communication at Dom Inwestycyjny Xelion.
VIG / C-QUADRAT TFI
Senior Equity Fund Manager
Senior Fund Manager responsible for equity products and strategies at VIG / C-QUADRAT TFI S.A. Active in the capital market since 2008. Previously served as Equity Analyst and Fund Manager at Aviva Investors Poland TFI (2011–2021). The funds he managed or co-managed were nominated twice for the ALFA Award by Analizy Online (2019 and 2020) and once for the prestigious "Golden Portfolio" award by Parkiet newspaper (2019). Graduate of the University of Łódź and the University of Huddersfield.
Quercus TFI
Vice President of the Management Board
He has a university degree in economics, he is a graduate of the following faculties: Data Processing and Accounting and Production Economics at the University of Gdansk. He holds a securities broker license and an investment advisor license. In the years 1995-1999 he worked for: Sopot Brokerage House S.A., Bank Komunalny S.A., Bank Gdanski S.A., Dom Maklerski BIG BG sp. z o.o., BWE Asset Management S.A. In 2000, he became the President of the Management Board and Investment Director at Korona TFI S.A. After the merger with Union Investment TFI S.A., from December 2000 to March 2022, he was the Vice President of the Management Board and Investment Director at Union Investment TFI S.A. and after the acquisition by the Generali Group – Generali Investments TFI S.A. From April 2022 to July 2023, he was the President of the Management Board and Investment Director at Generali Investments TFI S.A. Between 2000 and 2023, the members of the investment team led by him were multiple winners of industry awards: Alpha, Bulls and Bears, Golden Wallet. Individually, winner of 2 Golden Wallet awards.
VeloBank
Director | Private Banking & Investment Products
Monika Szlosek is a graduate of the Faculty of Economic Sciences and the Faculty of Management at the University of Warsaw. She also completed the Women Global Leaders Programme at INSEAD Business School in France. She has nearly 30 years of experience in the financial industry, having started her professional career in 1995 at Citibank (Poland) S.A. as a Customer Service Officer for Corporate Clients. From 2002 to 2006, she worked at Raiffeisen Bank Polska S.A. as Deputy Director of the Customer Service and Relations Department, where she was responsible for service and sales in the individual client segment. Between 2006 and 2018, she was with Deutsche Bank Polska S.A., initially as Director of Retail Banking and later as Managing Director of Retail and Investment Banking. In this role, she was responsible for the development of the bank’s product offering, including current accounts, insurance, and savings and investment products. She also oversaw the retail operations of the bank's brokerage house. From 2018 to 2021, she worked at Santander Bank Polska S.A. as Tribe Leader of Savings & Investments, where she was responsible for developing the product offering, applications, and omni-channel platforms in the savings and investment area, as well as the Wealth Management offering. From 2021 to 2023, she served as Deputy Director of the Brokerage House at Bank Pekao S.A., where she was responsible for digital transformation. In early 2024, she joined VeloBank S.A., where she serves as a Director responsible for the development of the investment offering and the Private Banking segment.
KupFundusz
Supervision Inspector
Legal Counsel, Non-Practicing Attorney. She is a laureate of the "Golden Laurel of Koźmiński University" award for outstanding achievements. She graduated with honors in law from Kozminski University in Warsaw (ALK). She also completed postgraduate studies in Compliance and AML Analysis at ALK and Law of Modern Technologies at ALK. She has over 15 years of experience in legal services for the financial industry, capital markets, alternative investments, and luxury goods. Her professional experience began at DnB Nord S.A. Bank, followed by her role as Head of the Legal Department at Wealth Solutions S.A. Currently, she serves as the Compliance Officer at KupFundusz S.A. She provides comprehensive legal services to companies, including entities in the capital market. She specializes in advising on the monitoring, assessment, and mitigation of regulatory, legal, and business risks, as well as in modern technology law, ESG, and AML.
Analizy Online
Media Development Director
Economic journalist. He worked for several years in the TVN group news programs. Economic editor of TVN24, TVN CNBC, TVN24 BIS. Author and host of programs on economy and international affairs. In the media since the mid-nineties. He has conducted thousands of interviews with people related to the financial market, economy and politics. In 2004 - 2011 TVN24 broadcast his original program on personal finance "Portfolio". He is a double laureate of Władysław Grabski's Award by the National Bank of Poland. Apart from that he is a laureate of Marian Krzak’s Award by the Association of Polish Banks and "Libertas at auxilium" awarded by the Office of Competition and Consumer Protection. Currently, director of Media Development at Analizy Online.
Grzegorz Prażmo
During the lecture, we will discuss how changes in economic fundamentals — including differences in economic growth rates, monetary policy, and capital flows — affect investment opportunities in emerging markets and their future development. We will consider where attractive opportunities can currently be found, how to properly interpret valuations, and which strategies may be most effective in capturing the potential of this diverse segment of the global market.
TFI Allianz Polska
Fund Manager
As a graduate of the London School of Economics, he holds a master's degree in Finance. Before this, he studied Electrical Engineering at the University of Waterloo in Canada. During his studies, he completed internships at Scotia Capital in the Institutional Equity Trading department and at CIBC World Markets in the Risk Management department. Since graduating, he has been actively involved in the financial markets. From 2004 to 2007, he worked as an analyst in Quantitative Equity Research at Scotia Capital. From 2007 to 2009, he was a trader in the proprietary trading department at J.P. Morgan in London. From 2009 to 2011, he worked at KS Asset Management (London) as a hedge fund manager focused on absolute return strategies. Since 2012, he has been with TFI Allianz Polska S.A., where he is currently a Fund Manager. He holds an Investment Advisor license, is certified as a Financial Risk Manager (FRM), and is a Chartered Financial Analyst (CFA) charterholder.
Sebastian Buczek, Michał Duniec
A year has passed since “Million-Dollar Questions,” our memorable conversation at the previous edition of the Fund Forum. Now it’s time for a follow-up — but this time, the roles are reversed. Sebastian Buczek, CEO of Quercus TFI and the longest-serving fund manager on the market, takes the moderator’s seat to interview Michał Duniec, CEO of Analizy Online. There will be no easy questions! What’s not working in the asset management industry as it should? Which funds dominate the Analizy rankings? What topics ignite heated debates among the platform’s readers, and which ones go unnoticed? Who’s gaining market share, who’s losing it — and do investors really follow fund performance? Expect data, market trends, actionable insights, and a behind-the-scenes look at the fund industry.
Quercus TFI
CEO
Sebastian Buczek graduated from the Warsaw School of Economics, he has PhD and post-doctoral degree in economics. Between 1997-2018 he was employed in the Warsaw School of Economics, in years of 2009-2018 as Professor of Economics. He is licensed investment advisor and securities broker. From 1996 to 2007 he worked for ING Group in Poland. In 1999 he became Member of the Management Board of ING TFI S.A., in 2002 Deputy CEO of ING Investment Management (Polska) S.A. and ING TFI S.A., in 2006 CEO of ING Investment Management (Polska) S.A. and ING TFI S.A. He has been the founder, the key shareholder, CEO and CIO of Quercus TFI S.A. since August 2007. In the recent years, he has received 3 of the most prestigious industry awards: Alfa 2021, Alfa 2023 and Alfa 2024 for the best-managed Polish equity fund – QUERCUS Aggressive, as well as 2 distinctions for the years 2020 and 2022. Since 2011 S. Buczek has been Member of the Supervisory Board of Navigator Capital S.A. and since November 2, 2021 Chairman of the Supervisory Board of DI Xelion sp. z o.o. He is also an Honorary Citizen of his hometown Jedlina-Zdrój and Ambassador of Wałbrzych
Analizy Online
CEO
Graduate of the Faculty of Management at the University of Warsaw and Vlekho Business School in Brussels. He holds a securities broker license (number 2868). He completed a managerial program at the ICAN Institute (Harvard Business Review). He has been associated with the capital market since 2006. He began his professional career in the sales area at Bank Zachodni WBK (now Santander Bank) and Investment Fund Managers. In 2007, he joined Analizy Online, where he worked successively as an Analyst, Senior Analyst, and then Director of the Analysis Department. Since 2014, he has served as President of the Management Board of Analizy Online, responsible for analysis, business relations, and marketing. He is also the Chairman of the Supervisory Board of the subsidiary KupFundusz SA. He is the initiator of the implementation of Good Information Practices (DPI) in the fund market. In October 2023, he joined POLSIF (Sustainable Investment Forum Poland) as an ordinary member. For many years, he has participated in industry conferences and given lectures on the functioning of the investment fund market in Poland.
Fidelity International
Director of Sales
Director of Sales, Fidelity International Representation in Poland. Working at Fidelity's Warsaw office since 2011, responsible for developing operations and distribution of Fidelity Funds in Poland, among others. With over 16 years of experience in the financial services industry, he began his career at Fidelity International in 2008 at the London office, serving as an Investment Fund Analyst. Prior to joining Fidelity, he worked as a Financial Analyst at Ancoria Insurance Ltd. in Cyprus from 2006 to 2008. He started his career as a Deputy Investment Advisor at Meritus Capital Stockholm AB in Sweden in 2005. He holds a license as an Asset Allocation Advisor from Sweden and has a master's degree in economics from the University of Skövde.
Santander TFI
Sales and Strategy Director
A graduate of Finance and Accounting at the Warsaw School of Economics. A securities broker. He has been involved in the financial industry throughout his career. He has worked in the investment fund sector for 13 years and with Santander TFI for 3 years. He worked primarily in areas related to product offerings and market research. As a Project Manager, he successfully completed tasks related to the launch of innovative products, building new competencies, and implementing unique solutions such as the notification of Polish funds in Luxembourg. At Santander TFI, he is responsible for sales, product offerings, strategy development and implementation, project management, the development of digital distribution platforms, and research and development.
Quercus TFI
CEO
Sebastian Buczek graduated from the Warsaw School of Economics, he has PhD and post-doctoral degree in economics. Between 1997-2018 he was employed in the Warsaw School of Economics, in years of 2009-2018 as Professor of Economics. He is licensed investment advisor and securities broker. From 1996 to 2007 he worked for ING Group in Poland. In 1999 he became Member of the Management Board of ING TFI S.A., in 2002 Deputy CEO of ING Investment Management (Polska) S.A. and ING TFI S.A., in 2006 CEO of ING Investment Management (Polska) S.A. and ING TFI S.A. He has been the founder, the key shareholder, CEO and CIO of Quercus TFI S.A. since August 2007. In the recent years, he has received 3 of the most prestigious industry awards: Alfa 2021, Alfa 2023 and Alfa 2024 for the best-managed Polish equity fund – QUERCUS Aggressive, as well as 2 distinctions for the years 2020 and 2022. Since 2011 S. Buczek has been Member of the Supervisory Board of Navigator Capital S.A. and since November 2, 2021 Chairman of the Supervisory Board of DI Xelion sp. z o.o. He is also an Honorary Citizen of his hometown Jedlina-Zdrój and Ambassador of Wałbrzych
Dom Inwestycyjny Xelion
Head of the Investment Advisory and Research Team
A graduate of the Faculty of Economic Sciences and the Faculty of Psychology at the University of Warsaw. He holds a Securities Broker License and the CFA designation. He began his career in 2008 at Raiffeisen Bank Polska as a currency dealer. In the following years, he gained experience leading a team of brokers specializing in derivatives trading at X-Trade Brokers, working as an economist at PKO BP, and being responsible for macro allocation in foreign funds and product development at MetLife TFI. Since 2017, he has been responsible for the development of investment advisory services and investment communication at Dom Inwestycyjny Xelion.
Analizy Online
CEO
Graduate of the Faculty of Management at the University of Warsaw and Vlekho Business School in Brussels. He holds a securities broker license (number 2868). He completed a managerial program at the ICAN Institute (Harvard Business Review). He has been associated with the capital market since 2006. He began his professional career in the sales area at Bank Zachodni WBK (now Santander Bank) and Investment Fund Managers. In 2007, he joined Analizy Online, where he worked successively as an Analyst, Senior Analyst, and then Director of the Analysis Department. Since 2014, he has served as President of the Management Board of Analizy Online, responsible for analysis, business relations, and marketing. He is also the Chairman of the Supervisory Board of the subsidiary KupFundusz SA. He is the initiator of the implementation of Good Information Practices (DPI) in the fund market. In October 2023, he joined POLSIF (Sustainable Investment Forum Poland) as an ordinary member. For many years, he has participated in industry conferences and given lectures on the functioning of the investment fund market in Poland.
TFI PZU
Vice President of the Management Board
An experienced manager with over 20 years of involvement in the investment fund industry. He specializes in the distribution of investment products tailored to the needs of individual and corporate clients. He also has experience in portfolio management services involving financial instruments. He is a strong advocate of retirement solutions implemented within the capital market. For nearly 20 years, he has been cooperating with the Warsaw Institute of Banking in the certification of EFPA EFA programs aimed at employees of banks and financial institutions. He holds a postgraduate degree from the Faculty of Management at the International Management Center of the University of Warsaw, with an Executive MBA title accredited by EQUIS, AACSB, and AMBA.
Mount TFI
Member of the Management Board
Member of the Management Board at Mount TFI and Head of Private Debt. He has over 15 years of experience in the financial sector, including more than a decade in investment management with a focus on corporate bond funds. He previously held senior roles at AIG Bank Polska, Opera TFI, Millennium TFI, Idea TFI, Generali PTE, and Credit Value Investments, where he was responsible for private debt investments exceeding PLN 1 billion. He holds a degree in Finance and Banking from the Warsaw School of Economics (SGH) and the ACI Dealing Certificate.
Analizy Online
Journalist
An economic journalist specializing in investment funds and personal finance. Until November 2020, she was an editor and publisher at Business Insider Polska. Previously, she wrote for Puls Biznesu for five years. She received a commendation for Best Debut of the Year 2011 from the Chamber of Fund and Asset Managers. She graduated in journalism from the University of Warsaw. A fan of the fantasy genre, particularly the works of Andrzej Sapkowski. In her free time, she plays the violin.
Santander TFI
CEO
Graduate of the Finance and Banking faculty at the University of Economics in Katowice. Associated with Santander Bank Polska S.A. Group since 1998. He worked mainly in the areas of financial and capital markets. Played various roles in the management of liquidity, currency and interest rate risk. In 1998-2006 he worked as a dealer, than from 2006 to 2012 managed the department dealing on financial markets. Between 2012 and 2016 he was a Director of Financial Markets Area and then the director of Dom Maklerski BZ WBK S.A. He carried out the merger of Dom Maklerski BZ WBK with the Bank (currently: Santander Bank Polska S.A.), than as the Director of the Strategy and Transformation Area he was responsible for the strategy operationalization and the transformation of the Bank’s business model. In March 2022 he was appointed Vice President of the Management Board in Santander TFI S.A. in charge of the Sales and Marketing Area, the Financial Department and with the Product Development Department. In April 2023 he was nominated for the position of President of the Management Board in Santander TFI S.A.
Quercus TFI
Vice President of the Management Board
He has a university degree in economics, he is a graduate of the following faculties: Data Processing and Accounting and Production Economics at the University of Gdansk. He holds a securities broker license and an investment advisor license. In the years 1995-1999 he worked for: Sopot Brokerage House S.A., Bank Komunalny S.A., Bank Gdanski S.A., Dom Maklerski BIG BG sp. z o.o., BWE Asset Management S.A. In 2000, he became the President of the Management Board and Investment Director at Korona TFI S.A. After the merger with Union Investment TFI S.A., from December 2000 to March 2022, he was the Vice President of the Management Board and Investment Director at Union Investment TFI S.A. and after the acquisition by the Generali Group – Generali Investments TFI S.A. From April 2022 to July 2023, he was the President of the Management Board and Investment Director at Generali Investments TFI S.A. Between 2000 and 2023, the members of the investment team led by him were multiple winners of industry awards: Alpha, Bulls and Bears, Golden Wallet. Individually, winner of 2 Golden Wallet awards.
KupFundusz
Supervision Inspector
Legal Counsel, Non-Practicing Attorney. She is a laureate of the "Golden Laurel of Koźmiński University" award for outstanding achievements. She graduated with honors in law from Kozminski University in Warsaw (ALK). She also completed postgraduate studies in Compliance and AML Analysis at ALK and Law of Modern Technologies at ALK. She has over 15 years of experience in legal services for the financial industry, capital markets, alternative investments, and luxury goods. Her professional experience began at DnB Nord S.A. Bank, followed by her role as Head of the Legal Department at Wealth Solutions S.A. Currently, she serves as the Compliance Officer at KupFundusz S.A. She provides comprehensive legal services to companies, including entities in the capital market. She specializes in advising on the monitoring, assessment, and mitigation of regulatory, legal, and business risks, as well as in modern technology law, ESG, and AML.
Pekao TFI
President of the Management Board
Marlena Janota has been involved in the financial market since 2001. Since April 2025, she has served as the CEO of Pekao TFI. She was previously associated with Santander TFI during the periods 2010–2025 and 2005–2008, where from October 2011 she held the position of Management Board Member responsible for Sales and Marketing. Between 2008 and 2010, she worked at Xelion Investment House as Director of the Product and Sales Support Department and Proxy. She began her career at Górnośląskie Investment Fund Company, where she served as Director of Marketing and Retail Distribution from 2001 to 2005. She is the founder and board member of the Sustainable Investment Forum Poland (POLSIF), a non-profit NGO focused on advancing the Polish sustainable investment and finance market through the development and promotion of best practices. She graduated from the Faculty of Organization and Management at the Silesian University of Technology in Gliwice and has completed several executive management programs at institutions such as HEC Paris, SDA Bocconi, LSE, and the University of Cambridge, as well as postgraduate studies in AI project management at Kozminski University.
Fidelity International
Head of Equity Investment Directing for Europe
Head of Equity Investment Directing for Europe at Fidelity, leads the development and articulation of global and regional equity investment capabilities. He joined Fidelity in 2011 and has experience that spans UK equities, global equity income strategies, and more recently as cross-asset lead for Fidelity’s sustainable investing capabilities. He is a CFA Charterholder, and has completed the CFA Certificate in ESG Investing and Cambridge Institute for Sustainable Leadership course in Sustainable Finance.
VIG / C-QUADRAT TFI
Senior Equity Fund Manager
Senior Fund Manager responsible for equity products and strategies at VIG / C-QUADRAT TFI S.A. Active in the capital market since 2008. Previously served as Equity Analyst and Fund Manager at Aviva Investors Poland TFI (2011–2021). The funds he managed or co-managed were nominated twice for the ALFA Award by Analizy Online (2019 and 2020) and once for the prestigious "Golden Portfolio" award by Parkiet newspaper (2019). Graduate of the University of Łódź and the University of Huddersfield.
Investors TFI
Fund Manager
A graduate of the Faculty of Economic Sciences (master degree in Finance and Banking) of the University of Warsaw and the Faculty of Mathematics, Informatics and Mechanics (master degree in Mathematics) of the University of Warsaw. Holder of the Polish Securities Broker license no. 2075. Employed at Investors TFI since May 2011, subsequently as an investment department analyst (from 2011 to 2014) and as a fund manager (from 2014 to 2015 and since 2017).
EQUES Investment TFI
President of the Management Board
He has 28 years of experience in the capital market. He holds Investment Advisor License No. 167 and Stockbroker License No. 1581. He graduated in Finance and Banking from the Warsaw School of Economics. He began his professional career in 1997 as a stockbroker in Bank Handlowy w Warszawie SA. Next, he was responsible for the overall customer relationship of CAIB Investment Management SA, including consulting services regarding the selection and adjustment of clients’ investment strategies. In the years 2001-2003, he was an Investment Advisor and Deputy Portfolio Management Director in BRE Asset Management SA, responsible for stock and balanced portfolios. From 2004, a Member of the Management Board and then Vice-President of the Management Board of Opera TFI SA. In EQUES Investment TFI SA since November 2011, initially as Vice-President of the Management Board, and from September 2014 as President of the Management Board. Chairman of the Supervisory Board of CERES Dom Inwestycyjny SA since April 2020. Member of the Advisory Board of the Lesław A. Paga Foundation since 2022.
EQUES Investment TFI
Vice President of the Management Board
Vice President of the Management Board, Chief Investment Officer, fund manager. CFA, Investment advisor, license No. 655, and Securities broker, license No. 2700. In EQUES Investment TFI supervises investment decisions, responsible for analysis of new investment projects and serves as President of Investment Committee. Master of Science in Economics, holder of Bachelor’s Degree in International Economics, graduate of Warsaw School of Economics, International Master in Business Management scholarship at Université Paris-Est Créteil.
CVI Dom Maklerski
Managing Partner
33 years of experience in the capital markets. He has held asset management roles at institutions such as Legg Mason Investments Asia, Citibank Korea, Citigroup Asset Management, Bank Handlowy in Warsaw, and Opera TFI. He began his career in capital markets as a stockbroker at BGŻ Bank Brokerage House. Currently, he is a Managing Partner at CVI, responsible for managing investment fund portfolios with a total value of over PLN 4 billion, specializing in private debt strategies.
PKO TFI
President of the Management Board
A manager with 27 years of experience in the banking and investment sector. He has served as Director of the Investment Products Department and Director of the Private Banking Centre at PKO Bank Polski, where he managed the private banking branch network and the portfolio of deposit, insurance, and investment products, developed and implemented the Bank’s strategy in the area of savings and investment offerings, and shaped its advisory model. . Rafał Madej previously held the position of Director of the Key Client Department at PKO TFI S.A. Throughout his career in the financial sector, he has developed and executed strategies for savings and investment offerings, built advisory competencies within the distribution network, developed product offerings, managed sales and marketing activities, and maintained relationships with institutional clients. . He holds a law degree, an MBA in management, and a postgraduate diploma in “Investment Academy – Business School” from the Warsaw University of Technology.
PKO TFI
Vice President of the Management Board (Chief Investment Officer)
Graduate of the Warsaw School of Economics in 2002 with a degree in Finance and Banking. Recipient of CEMS (Community of European Management Schools) scholarship at the Stockholm School of Economics. Holder of a UK investment licence from the FSA Financial Regulator ("Approved Person") during his employment in the UK (2002–2009). Rafał has nearly 20 years of experience in fund management and investment banking. From 2007 to 2009 he held a Director position in the interest rate management department at Merrill Lynch in London. Prior to that, in 2002–2007 he was employed at UBS Investment Bank (London, UK) in the role of Associate Director in the interest rate and currencies division. At PKO TFI since 2009. He has been in charge of the Asset Management Division since 2012, being involved in the daily supervision of investment risks for all funds, both in the open and closed-end category. Rafał is a member of the Investment Committee and the Risk Management Committee, with direct influence on building the company's risk management vision. In 2017 he played a key role in the implementation of the Murex risk management system. He personally participates both in the process of creating the PKO TFI product offer as well as in sales of investment products. Rafał actively takes part in many industry conferences.
Generali Investments TFI
Portfolio Manager
With Generali Investments TFI team since 2017. Michał manages absolute return funds and asset allocation funds. He is a licensed investment advisor (licence no. 559) and a stockbroker (licence no. 2627). He also has a certificate of a Chartered Financial Analyst (CFA) awarded by the U.S. CFA Institute. He started his experience as a share market analyst and continued as the investment fund manager. He graduated from the Faculty of Finance and Accounting at the Warsaw School of Economics and finished postgraduate studies in information systems and data analysis.
TFI Allianz Polska
Fund Manager
As a graduate of the London School of Economics, he holds a master's degree in Finance. Before this, he studied Electrical Engineering at the University of Waterloo in Canada. During his studies, he completed internships at Scotia Capital in the Institutional Equity Trading department and at CIBC World Markets in the Risk Management department. Since graduating, he has been actively involved in the financial markets. From 2004 to 2007, he worked as an analyst in Quantitative Equity Research at Scotia Capital. From 2007 to 2009, he was a trader in the proprietary trading department at J.P. Morgan in London. From 2009 to 2011, he worked at KS Asset Management (London) as a hedge fund manager focused on absolute return strategies. Since 2012, he has been with TFI Allianz Polska S.A., where he is currently a Fund Manager. He holds an Investment Advisor license, is certified as a Financial Risk Manager (FRM), and is a Chartered Financial Analyst (CFA) charterholder.
Lexington Partners
Managing Director
Jacob Rawel is a Managing Director on the Secondary team primarily focused on the origination, evaluation, and execution of non-U.S. secondary opportunities including partnership and GP-led transactions. Jacob joined Lexington as an associate in 2013 from Bank of America Merrill Lynch, where he was an associate in investment banking. He graduated from the University of Oxford (Somerville College) with a BA in Philosophy, Politics and Economics.
Analizy Online
Media Development Director
Economic journalist. He worked for several years in the TVN group news programs. Economic editor of TVN24, TVN CNBC, TVN24 BIS. Author and host of programs on economy and international affairs. In the media since the mid-nineties. He has conducted thousands of interviews with people related to the financial market, economy and politics. In 2004 - 2011 TVN24 broadcast his original program on personal finance "Portfolio". He is a double laureate of Władysław Grabski's Award by the National Bank of Poland. Apart from that he is a laureate of Marian Krzak’s Award by the Association of Polish Banks and "Libertas at auxilium" awarded by the Office of Competition and Consumer Protection. Currently, director of Media Development at Analizy Online.
VeloBank
Director | Private Banking & Investment Products
Monika Szlosek is a graduate of the Faculty of Economic Sciences and the Faculty of Management at the University of Warsaw. She also completed the Women Global Leaders Programme at INSEAD Business School in France. She has nearly 30 years of experience in the financial industry, having started her professional career in 1995 at Citibank (Poland) S.A. as a Customer Service Officer for Corporate Clients. From 2002 to 2006, she worked at Raiffeisen Bank Polska S.A. as Deputy Director of the Customer Service and Relations Department, where she was responsible for service and sales in the individual client segment. Between 2006 and 2018, she was with Deutsche Bank Polska S.A., initially as Director of Retail Banking and later as Managing Director of Retail and Investment Banking. In this role, she was responsible for the development of the bank’s product offering, including current accounts, insurance, and savings and investment products. She also oversaw the retail operations of the bank's brokerage house. From 2018 to 2021, she worked at Santander Bank Polska S.A. as Tribe Leader of Savings & Investments, where she was responsible for developing the product offering, applications, and omni-channel platforms in the savings and investment area, as well as the Wealth Management offering. From 2021 to 2023, she served as Deputy Director of the Brokerage House at Bank Pekao S.A., where she was responsible for digital transformation. In early 2024, she joined VeloBank S.A., where she serves as a Director responsible for the development of the investment offering and the Private Banking segment.
Skarbiec TFI
CEO
He graduated from the University of Lodz with a degree in Economics and Organization of Foreign Trade and completed a Postgraduate Investment Program in Capital Investments and Corporate Development Projects at the Warsaw School of Economics. Since 1997 he has been involved in the capital market as an expert, managerial, and directorial positions. Since December 2021 as a member of the Management Board of Skarbiec TFI. Since January 2022 as a President of the Management Board of Skarbiec Holding and Skarbiec TFI.
VIG / C-QUADRAT TFI
CEO
President of the Management Board of VIG / C-QUADRAT TFI S.A. since the company’s establishment in May 2020. Holds a PhD in Economics, is a licensed investment advisor, and a CFA charterholder. He has 25 years of experience in the capital market, particularly in asset management. Co-founder and long-time President of the Management Board of the current Alior Investment Fund Company S.A.; previously served as Chief Investment Officer and President of the Management Board at Aviva Pension Fund Company. He has also worked at ING Investment Management and in the portfolio management department of Creditanstalt Securities. Graduate of the Warsaw School of Economics, majoring in Finance and Banking.
Generali Investments TFI
Portfolio Manager
He joined the equity fund management team at Generali Investments TFI in 2017. He graduated from the Faculty of Economic Sciences of the University of Warsaw, majoring in information technology and econometrics. He is a licensed investment advisor (licence no. 338). From 2007 to 2014, he was employed at Skarbiec TFI S.A., first as an Analyst in the Investment Risk Control Team, and then as a Manager/Analyst in the Asset Management Department. From March 2014 to November 2017, he worked at Amundi Polska TFI S.A. as a Senior Fund Manager and then as Director of the Asset Management Department. He joined the equity fund management team at Generali Investments TFI in 2017. In his private life, he is a handball fan (he used to play the game himself), a passionate gamer and coffee lover (he is particularly fond of coffee brewed using alternative methods).
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Quercus TFI is the first publicly listed investment fund company (TFI) in Poland, targeting affluent individual and institutional clients. Founded by former managers of the ING Group, it has been operating since 2008. As of the end of 2024, it managed assets worth PLN 6.34 billion. The main shareholders include the management board and institutional investors such as NN Pension Fund (NN OFE). The Group also includes Xelion Investment House, which has PLN 7.3 billion in assets under administration. The Group's net profit for 2024 amounted to PLN 43.2 million.
VIG / C-QUADRAT TFI is part of VIG (Vienna Insurance Group founded in Vienna in 1824), and C-Quadrat Investment AG, an Austrian group of asset management companies. The Vienna foundation is underpinned by a team made up of managers and experts with many years of experience. The company's motto is ‘Your capital in trusted hands’. TFI offers three debt funds, two equity funds, two algorithmic funds and funds investing based on sustainability criteria in the ‘Light green’ formula. In addition, customers can take advantage of the IKE/IKZE pension offer and the PSO MultiPlan.
PKO TFI was established in 1997 and is part of the PKO Bank Polski Capital Group. It is the largest investment fund company in Poland. It manages assets worth approximately PLN 70 billion, and its share in the retail fund market exceeds 22%. More than 2 million clients have already placed their trust in PKO TFI.
Fidelity International is a privately held, purpose-driven company with over 50 years of experience, providing investment solutions and retirement expertise to more than 2.8 million customers globally. Operating in over 25 locations and managing over $1 trillion in assets, we serve a wide range of clients—from institutions to individuals. We combine asset management with personal and workplace investing solutions to help build better financial futures.
