Portfolio Conference logo

Investment, Wealth and Savings (IWS) 2018

Focus on MiFID 2.

Date: 20th March 2018   Location: Hilton Budapest City

  • How long will the stock market rally last and what will the world look like afterwards?
  • Bond market yields and inflation - Can we say goodbye to zero yields?
  • What are the world's central banks up to?
  • Will 2018 be the year of small stocks on the Hungarian stock exchange?
  • Investment opportunities and risks on the Hungarian market
  • MiFID 2 enforced: first experiences and best practices
  • What will 2018 bring on the asset management and savings market?
  • How will blockchain and cryptocurrencies transform investment habits?
  • What is the winning strategy for the domestic absolute return funds?

Our speakers among others

speaker image
Bálint Attila
Director ,
Raiffeisen Private Banking
speaker image
Konkoly Miklós
Budapest Alapkezelő
speaker image
Benczédi Balázs
vezérigazgató ,
ING Alapkezelő
speaker image
Biró Gergely
Diófa Alapkezelő
speaker image
Zsiday Viktor
Director ,
Plotinus Nyrt.
speaker image
Horváth István CFA
Director ,
K&H Private Banking
speaker image
Szécsényi Bálint
alelnök ,
Budapesti Értéktőzsde
speaker image
Nagy Viktor
Senior Analyst ,
speaker image
Madár István
Senior Analyst ,
speaker image
Juscsák György
Executive Director ,
JP Morgan Asset Management
speaker image
Parádi-Varga Tamás
SPB Befektetési Zrt.
speaker image
Árgyelán Ágnes
Analyst ,
speaker image
Nagygyörgy Zsolt
Compliance Officer ,
Magyar Fejlesztési Bank
speaker image
Móró Tamás
Chief Strategist ,
Concorde Értékpapír Zrt.
speaker image
Farkas Yvette LL.M
Lawyer ,
Farkas Yvette Ügyvédi Iroda
speaker image
Loncsák András
Equity division head ,
Aegon Hungary Fund Management
speaker image
Máté-Tóth István
Deputy-CEO ,
Budapesti Értéktőzsde Zrt.
speaker image
Ann-Katrin Petersen
Vice President, Investment Strategist, Global Economics & Strategy ,
Allianz Global Investors
speaker image
Szalma Csaba
Investment Director ,
OTP Alapkezelő Zrt.
speaker image
Csabai Csaba
Bitcoin evangelist, crypto-blogger
speaker image
Misik Sándor
Financial Risk Management Expert ,
MOL Nyrt.
speaker image
Bakos Ádám
CFA, Head of fixed income desk ,
Aegon Hungary Fund Management
speaker image
Végh István
Senior Manager – CEE Region ,
Saxo Bank
speaker image
Forián-Szabó Gergely
Head of Portfolio Management ,
Amundi Alapkezelő Zrt.
speaker image
Hardy Ilona
Founder, President of Board of Directors ,
Aranykor Önkéntes Nyugdíjpénztár

Why you should come?

It is guaranteed that the actors of the capital and savings markets are not going to be bored in 2018; in addition to market developments, for the domestic banks, brokerages and fund managers, the year will be all about compliance with EU directives focusing on data processing, investment transparency and the protection of investors.
In 2018, large central banks may start soaking up liquidity from the market, the ECB may start tightening, while many are trying to guess when the high stock prices will get lower and when inflation and the increase of yields will commence, bringing significant changes on the bond market as well.

2With MiFID 2 taking effect, 2018 will bring important changes to the European financial and capital markets. Banks, brokerages, fund managers and investment advisers involved in the regulation tried to prepare for the deadline of January 3rd, while they did not receive substantial responses to many of their questions even in the last moments.
Banks are increasingly focusing on premium and private banking, so compliance with investment transparency and investor protection rules is more important than ever before, while financial service providers are also faced with the impact of blockchain and cryptocurrencies.

The goal of the morning programme of the Portfolio Investment, Wealth and Savings (IWS) 2018 professional conference is to provide investors, private bank consultants and salespeople with information about investment, asset management and savings trends in 2018 with the help of renowned foreign/domestic experts and market specialists.
In the afternoon sessions of the conference, we will first discuss the practical experiences of the introduction of MiFID 2 in an interactive way with domestic and regional market players and experts, while also discussing the impact of blockchain and cryptocurrencies on investment habits and investment markets.

Our Sponsors


Aberdeen Asset Management PLC, ACCESS Befektetési Alapkezelő Zrt., Aegon Magyarország Befektetési Alapkezelő Zrt., AGI Invest Hungária Kft., Államadósság Kezelő Központ Zrt., Allianz Alapkezelő Zrt., Allianz Global Investors, Allianz Investmentbank AG, Bank Gutmann, Blochamps Capital Kft., Blueopes, Budapest Alapkezelő Zrt., Budapest Bank Zrt., Budapest Finance Club, Budapesti Értéktőzsde Zrt., CIB Bank Zrt., Concorde Értékpapír, Dialóg Befektetési Alapkezelő Zrt., Diófa Alapkezelő Zrt., Dorsum Software Development and Services, Dr. Zalán Gábor Ügyvédi Iroda, Equilor Befektetési Zrt., Erste Asset Management Ltd., Erste Bank Hungary, Erste Private Banking, FHB Bank Zrt., FHB Nyrt., Fidelity International, Fókusz Takarékszövetkezet, Franklin Templeton Investments Hungary, Generali Alapkezelő Zrt., GfK Hungária Piackutató Kft., Gránit-Pólus Management Zrt., Groupama Biztosító Zrt., Hiventures Zrt., HTM Stabil Építő és Szolgáltató Kft., iCatapult Technológiai és Üzletfejlesztési Zrt., JP Morgan Asset Management, K&H Bank Zrt., K&H Private Banking, Közép-európai Egyetem – Central European University, Magyar Államkincstár, Magyar Fejlesztési Bank Zrt., Magyar Nemzeti Bank, Magyar Posta Befektetési Zrt., McKinsey & Company, Metlife Europe Limited, MKB Bank Zrt., MNB-Biztonsági Zrt., Németh-Export Kft., OTP Alapkezelő Zrt., OTP Bank Nyrt., OTP Ingatlan Befektetési Alapkezelő Zrt., OTP Önkéntes Nyugdíjpénztár, Pannónia CIG Alapkezelő Zrt., Peak Financial Services, Raiffeisen Bank Zrt., Raiffeisen Privátbank, RSM Hungary Zrt., SPB Befektetési Zrt., Takarékbank Zrt., UniCredit Bank Hungary Zrt., Wherefor LLC, Winperium Zrt., Zempléni Kommunikáció...

Who we recommend

Our event can provide useful knowledge to those working in the following areas:
  • Premium banking advisors
  • Private banking advisors
  • Insurance intermediaries
  • Advisors of investment firms
  • Product managers
  • Brokerages
  • Fund managers
  • Bank branch salespersons
  • Everyone interested in the world of investments


IWS 2017


Program: Ágnes Árgyelán, Analyst, Phone: 06/1 770 7377, E-mail: argyelan.agnes@portfolio.hu


Organisation, general questions: Fruzsina Koncsek, Event Organiser, Telefon: 06/1 327 4088, E-mail: koncsek@portfolio.hu

Sing up for our exclusive event notification!

First-hand news, event offers

Clicking on the Subscribe button I accept the GTC