Self-Reliance 2019 Conference

08:30-09:00 Registration

Section I: Self-reliance, planning the future – The latest news from the Hungarian savings market

Moderator: Zoltán Bán, CEO, Net Média Zrt. (Portfolio Csoport)

09:00 - 09:05

Welcome and keynote speech

09:05 - 09:15

Keynote speech

Speaker: Péter Kadocsa, elnök-vezérigazgató, AEGON Alapkezelő

09:15 - 09:45

Self-reliance, or what we bring with us from the family home

Speaker: Imre Limpár, counselling psychologist

09:45 - 10:35

How do top executives see the Hungarian self-reliance and savings market?

Conversation participants:

Balázs Benczédi, vezérigazgató, MKB-Pannónia Alapkezelő
Zoltán Kurali, CEO, Government Debt Management Agency
János Samu, Head of reserch, Concorde Értékpapír
Bernadett Tátrai, President - CEO, President of the Board, Fundamenta-Lakáskassza Zrt.

10:35 - 10:55

Coffee break

Section II: Investment funds, real estate, stocks, government securities – Will there be a place for each?

Moderator: Zsolt Raveczky, Board Member, Union

10:55 - 11:15

First-hand experiences of selling retail government securities – Numbers and interesting facts from the Hungarian State Treasury

Speaker: Dr. László András Borbély, pénzforgalmi elnökhelyettes, Magyar Államkincstár

11:15 - 11:35

The effect of a low-yield environment on investment opportunities

Speaker: Noémi Pallos CFA, Director, Blackrock

11:35 - 12:00

New investment is gaining ground: what does ESG do?

Speakers:

Helena Naffa, senior equity analyst, Aegon Alapkezelő
Dániel Szigetvári, equity analyst, Aegon Alapkezelő

12:00 - 12:45

How can investment funds, property and shares keep up in the returns race with retail government securities?

Conversation participants:

Dr. László András Borbély, pénzforgalmi elnökhelyettes, Magyar Államkincstár
Ralf Cymanek, Deputy-CEO, Raiffeisen Bank Zrt.
Doron Dymschiz, Co-CEO, Duna House
László Morafcsik, Deputy CEO, Fundamenta-Lakáskassza
Róbert Pallag, Investment Manager, Generali Alapkezelő Zrt.

12:45 - 14:00

Lunch break

Section III: Wealth planning and customer service in the private and premium banking segment. Trust wealth management is gaining ground

Moderator: Mónika Tabányi, Head of Private Banking, Concorde Értékpapír Zrt.

14:00 - 14:20

Banks are now focusing on a new, wealthy social group – Are premium banking customers a new gold mine?

Speaker: Bálint Fischer, innovációs vezető, Dorsum

14:20 - 14:40

Trust wealth management in Hungary – Is the best yet to come?

Speaker: Dr. István Illés, Partner and member of the board, Apelso Trust Zrt.

14:40 - 15:30

Wealth planning guidelines, new strategies, discretionary wealth planning

Conversation participants:

Bálint Botos CFA, Managing Partner, Forestay Alapkezelő
István Horváth CFA, Director, K&H Bank Private Banking
Dr. István Illés, Partner and member of the board, Apelso Trust Zrt.
Tamás Parádi-Varga, CEO, SPB Befektetési Zrt.
Gyula Márk Pleschinger, Head of Private Banking, MKB Private Banking

15:30 - 15:45

Coffee break

Section IV: The future of pension savings – What innovations are pension funds using to compete? Do Hungarians still need pension insurance?

Moderator: Mihály Országh, Specializált Pénzügyi Szolgáltatások igazgatóságának vezetője, K&H Bank

15:45 - 16:05

The state of health and pension supplements - Alternatives to convergence

Speaker: Koppány Nagy, Director, MNB

16:05 - 16:25

What do Hungarians think about pension savings?

Speaker: Borbála Baittrok, tanácsadói üzletágvezető, Gemius Hungary Kft.

16:25 - 17:15

Performance, returns, competition – Evaluating domestic pension funds

Conversation participants:

Árpád Czene, igazgatósági tag, NN Biztosító
Ilona Hardy, Founder, President of Board of Directors, Aranykor Önkéntes Nyugdíjpénztár
Dr. Gábor Kravalik, Chairman and CEO, Pénztárszövetség, Allianz Egészségpénztár
Csaba Nagy, CEO, OTP Önkéntes Nyudíjpénztár, Member of Pensions Europe IT