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Investment, Wealth and Savings (IWS) 2017 conference

Date: 5th April 2017   Location: Kempinski Hotel Corvinus Budapest

  • Which stocks and bonds to invest in 2017?
  • Which will be the best investments on the forex market?
  • What sales and product development challenges does MiFID II. bring to the Hungarian banks, brokerages and asset managers?
  • What do foreign asset managers see on the markets and what kind of new products are domestic asset managers preparing?
  • What does 2017 bring to premium and private banking in Hungary?
  • What is ÁKK planning on the retail government bond market in 2017?

Our speakers among others

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Bálint Attila
Director ,
Raiffeisen Private Banking
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Konkoly Miklós
CEO ,
Budapest Alapkezelő
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Horváth István CFA
Director ,
K&H Private Banking
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Kadocsa Péter
Chairman and CEO ,
Aegon Magyarország Befektetési Alapkezelő Zrt.
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Schuszter Péter
Chairman-CEO, Head of Investment - Hungary ,
Generali Alapkezelő, Generali Csoport
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Köves Benedek
CEO ,
OTP Alapkezelő
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Somlai László
Head of Sales Department ,
Erste Private Banking
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Duronelly Péter CFA
Senior Portfolio Manager ,
Aegon Magyarország Befektetési Alapkezelő Zrt.
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Madár István
Senior Analyst ,
Portfolio
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Adam Lessing
Head of Austria and Eastern Europe ,
Fidelity International
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Al-Hilal István
Sales Manager ,
Fidelity International
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Juscsák György
Executive Director ,
JP Morgan Asset Management
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Parádi-Varga Tamás
CEO ,
SPB Befektetési Zrt.
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Bacher János
Client Service Director ,
GfK Hungária
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Hans-Jörg Naumer
Global Head of Capital Markets & Thematic Research ,
Allianz Global Investors
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Árgyelán Ágnes
Analyst ,
Portfolio
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Nagygyörgy Zsolt
Compliance Officer ,
Magyar Fejlesztési Bank
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Régely Károly
CEO ,
Concorde Értékapír
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Takács Sándor
Director of Sales ,
Portfolio
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Barcza György
CEO ,
Government Debt Management Agency
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Rokob Imre
Business Development Director ,
Dorsum Software Development and Services
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Jánoskuti Levente
Partner ,
McKinsey & Company
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Papp Zsolt
Client Portfolio Manager ,
JP Morgan Asset Management
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Faluvégi Balázs
Co-founder & Chief Investment Officer ,
Blueopes Co.
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Szeniczey Gergő
Managing Director ,
MNB
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Németh Dávid
Senior Analyst ,
K&H Bank
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Suppan Márton
Founder, CEO ,
Peak Financial Services
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Halmai Attila
Digital Segment Director ,
MKB Bank

Why come on?

The aim of Portfolio IWS (Investment, Wealth Management and Savings) 2017 conference is to provide information, with the help of foreign and domestic experts, for advisors, salespersons and those interested in investment opportunities about investments practices and opportunities this year in the background with such events causing market turbulences as the election of Donald Trump or the French and German elections.

Our Sponsors

The Hungarian savings market was all about government bonds and rising housing market investments last year, while domestic stock exchange increased significantly in 2016 as well. It’s not an easy task, however, to find domestic investments with more appealing yields than those of government securities; low yields pose a great challenge for domestic fund managers and private banking participants as well. With a lower risk taking, however, several investment opportunities can be found not only on the domestic market but on foreign markets as well. The question if stocks, bonds or forex investments give us higher yield options will be answered by market experts on the Portfolio IWS (Investments, Wealth Management and Savings) 2017 conference.


Moreover, banks, fund managers, brokerages and private banks will experience great changes as well, the introduction of MiFID II will fundamentally shake up sales and product development practices on the market, while protecting investors and providing them wider range of information will be underlined more than ever. With the new rules, domestic market participants might have to live with low yields until the end of 2018, so the importance of customized services and advisors who are familiar with market tendencies will increase even more.

 

PARTICIPANTS OF THE IWS 2017 CONFERENCE:

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

Gallery

IWS 2017

Contact

Program: Ágnes Árgyelán, Analyst, E-mail: argyelan.agnes@portfolio.hu

Sponsorship: Sándor Takács, Commercial Director, Phone: 428-9094, E-mail: takacs@portfolio.hu

Organisation, general questions: Kata Tóth, Event Organiser, E-mail: toth@portfolio.hu

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