The largest investment industry conference in Poland October 6th, 2026
Warsaw
Crowne Plaza

October 6th, 2026
Warsaw Crowne Plaza
The largest investment industry conference in Poland

54
Days
09
Hrs
09
Min
23
Sec

Conference organizer

Conference partners

PKO TF QUERCUS TF ING TFI TFI PZU Erste TFI Generali TFI Rockbridge TFI Investors TFI Beta ETF Ipopema TFI TFI Allianz CERES DI Eques TFI Schroders Fidelity proservice VeloFunds TFI VIG / C-QUADRAT Dubiński Jeleński Masiarz i Wspólnicy KupFundusz GPW

About the conference

Fund
Forum
2026
01.
Current topics
The Fund Forum agenda responds to the most important challenges of today's financial world. We address topics that are current and relevant to investors and advisors. We analyze trends, regulatory changes and phenomena shaping the market.
02.
Practical knowledge
We combine theory with everyday practice. We show how to use the financial knowledge gained in real market situations. We explain difficult issues in simple language.
03.
Innovation and inspiration
Each edition of the conference brings new values - we show what is coming before it becomes standard. We inspire a change in approach and development of investment offerings. We develop professionally and strategically.
04.
Authorities from the industry
The Fund Forum stage features experts who shape the market for real and share their experience - fund managers, analysts, lawyers and opinion leaders.
05.
Expert networking
We create a space for conversation and exchange of views. Here you will meet people who take a conscious approach to finance: representatives of TFIs, banks and fintechs, as well as investors and market enthusiasts.
06.
Comprehensive approach
We show the full spectrum of investment opportunities: from traditional instruments to new asset classes. We share knowledge that helps build diversified, modern investment portfolios that meet the real needs of investors.

Agenda

8:30 - 9:00
Registration and Welcome Breakfast coffe
9:00 - 9:15
Opening remarks and welcome address
Michał Duniec, Robert Stanilewicz
Michał Duniec
Robert Stanilewicz
9:15 - 9:30
Topic to Be Confirmed
9:30 - 10:00
Mutual Funds and ETFs: How to Combine the Best of Both Worlds in a Client’s Portfolio
Mateusz Mucha, Michał Tuczyński, Robert Stanilewicz
Mateusz Mucha
Michał Tuczyński
Robert Stanilewicz
10:00 - 10:15
AI in Asset Management
Piotr Miliński
Piotr Miliński
10:15 - 10:30
Four Portfolios for Four Stages of an Investor’s Life
Radosław Sosna
Radosław Sosna
10:30 - 10:45
Topic to Be Confirmed
10:45 - 11:05
Coffee break coffe
11:05 - 11:15
Topic to Be Confirmed
11:15 - 11:45
Longevity Will Redefine the Way We Invest
Małgorzata Barska, Katarzyna Sekścińska, Renata Wanat-Szelenbaum, Michał Duniec
Małgorzata Barska
Katarzyna Sekścińska
Renata Wanat-Szelenbaum
Michał Duniec
11:45 - 12:00
From Deposits and Bonds to a Diversified Portfolio
Anna Bąkała
Anna Bąkała
12:00 - 12:15
Alternatives in a wealthy client's portfolio: diversification or additional risk?
Tomasz Korab
Tomasz Korab
12:15 - 12:30
Bonds in a Client’s Portfolio: Where Do Returns Come From Today?
12:30 - 12:45
Does Watching Paint Dry—or Grass Grow—Make Sense?
Zbigniew Wójtowicz
Zbigniew Wójtowicz
12:45 - 13:05
Coffee break coffe
13:05 - 13:55
Can Stock Markets Still Deliver Returns? The Outlook for the Next 12 Months
Szymon Borawski-Reks, Sebastian Buczek, Marcin Ciesielski, Marcin Winnicki, Jagoda Fryc
Szymon Borawski-Reks
Sebastian Buczek
Marcin Ciesielski
Marcin Winnicki
Jagoda Fryc
13:55 - 14:10
Topic to Be Confirmed
14:10 - 14:25
Economic Challenges for Poland and the World in 2027
Piotr Minkina
Piotr Minkina
14:25 - 14:40
Topic to Be Confirmed
14:40 - 14:55
Topic to Be Confirmed
14:55 - 16:00
Lunch and conference closing coffe croissant

Speakers

Małgorzata Barska
Małgorzata
Barska
ING TFI
Anna Bąkała
Anna
Bąkała
TFI Allianz
Dominik Bekkewold
Dominik
Bekkewold
Fidelity International
Szymon Borawski-Reks
Szymon
Borawski-Reks
Erste TFI
Sebastian Buczek
Sebastian
Buczek
Quercus TFI
Marcin Ciesielski
Marcin
Ciesielski
CERES Dom Inwestycyjny
Michał Duniec
Michał
Duniec
Analizy Online
Jagoda Fryc
Jagoda
Fryc
Analizy Online
Michał Kobza
Michał
Kobza
GPW
Tomasz Korab
Tomasz
Korab
EQUES Investment TFI
Piotr Miliński
Piotr
Miliński
Quercus TFI
Piotr Minkina
Piotr
Minkina
Generali Investment TFI
Mateusz Mucha
Mateusz
Mucha
BETA ETF
Paweł Sadowski
Paweł
Sadowski
ING TFI
Katarzyna Sekścińska
Katarzyna
Sekścińska
Research & Insight Studio
Radosław Sosna
Radosław
Sosna
ING TFI
Robert Stanilewicz
Robert
Stanilewicz
Analizy Online
Michał Tuczyński
Michał
Tuczyński
Rockbridge TFI
Renata Wanat-Szelenbaum
Renata
Wanat-Szelenbaum
Pekao TFI
Marcin Winnicki
Marcin
Winnicki
IPOPEMA TFI
Zbigniew Wójtowicz
Zbigniew
Wójtowicz
Investors TFI

Conference venue

Crowne Plaza Warsaw The HUB is a luxury hotel that combines modernity with comfort in the heart of Warsaw - it is located just 1 km from the city center.

Learn how to get there Book a hotel room

Crowne Plaza Warsaw The HUB is a luxury hotel that combines modernity with comfort in the heart of Warsaw - it is located just 1 km from the city center.

Learn how to get there Book a hotel room

Partners

PKO TFI, established in 1997, is part of the PKO Bank Polski Group and the largest investment fund management company in Poland. The company manages assets worth PLN 88 billion and holds over 22% of the retail investment fund market. Trusted by more than 2.3 million clients, PKO TFI offers over 50 investment funds and savings solutions, including PPK, IKE, IKZE, PPE, and PPO. As the market leader in Employee Capital Plans (PPK), the company holds a 30% market share.

Strategic partners

Quercus TFI S.A. is Poland’s first publicly listed investment fund management company, serving affluent individual and institutional investors. Founded in 2008 by former ING Group executives, the company managed PLN 9.6 billion in assets as of the end of June 2026. Its principal shareholders are key employees and Franklin Templeton. The Quercus Group also includes Xelion Investment House, Poland’s largest independent investment fund distributor, with more than PLN 10 billion in assets under administration. In 2025, the Group reported a net profit exceeding PLN 60 million.

ING TFI is one of the largest and longest-established investment fund management companies in Poland, operating on the market since 1997. ING TFI’s mission is to make knowledge and tools more accessible, opening up the world of investing to investors and helping make investing clear and accessible to everyone.

TFI PZU manages assets worth more than PLN 70 billion. It offers a comprehensive range of products for both individual and corporate investors, including top-rated IKE and IKZE investment accounts and numerous award-winning investment funds. The company is a leader in index funds, which are available through the modern inPZU platform. In 2026, TFI PZU entered the Warsaw Stock Exchange market with a new product line comprising ETF funds. A 0% promotional fee applies to the five new strategies until the end of the year.
TFI PZU is also one of the leading providers of employee pension schemes, including PPE occupational pension programmes and PPK Employee Capital Plans.

Supporting partners
Honorary patron