Öngondoskodás 2020

Date: 10th November 2020  

Location: Marriott Hotel


  • The Hungarian savings market in the shadow of the coronavirus – What will the next 10 years bring?
  • Who will manage to channel household savings?
  • Will mandatory membership, welfare funds or pension bonds shake up the retirement savings market?
  • Synergies between health and pension funds
  • The future of pension insurance, digital customer service and the plans of Hungarian insurers
  • Retail government securities and the future of the savings market
  • Private banks: crisis-proof portfolios, hybrid consulting
  • Fund managers: new profit opportunities, the future of success fees, portfolio management in home office
  • The most innovative developments at service providers during the coronavirus pandemic

Why you should come?

The Portfolio Self-Reliance conference is celebrating an anniversary as this is the tenth year when one of Hungary's top self-reliance conferences will present visitors with the hottest topics in self-reliance and savings. 

Social and economic life have both changed a lot in just a few months as the coronavirus outbreak spread globally. This has also affected Hungarians' propensity for saving and self-reliance through lost income and market effects.

The Hungarian self-reliance market is experiencing an interesting period that is in many ways also a watershed. As retail government securities have gained ground, they have completely redrawn the future profitability and outlook of the sector. Household savings are growing, but the majority of that is absorbed by government securities, while the stock of cash is breaking one record after another, and the future of retirement savings also remains uncertain. These are especially interesting questions now in the shadow of the coronavirus, which has also shaken the previously unwavering market of retail government securities, while investment funds lost substantial amounts not just through market losses but also through capital withdrawal, and retirement savings also had to absorb significant losses. 

To top it off, increasingly strict regulatory expectations and rules as well as newly entering market players and fintechs are also causing serious headache for incumbents. If the coronavirus crisis has highlighted one thing, it is that the future is in digitalisation. 

At our event, we will be looking to answer how service providers in the Hungarian savings and self-reliance market will be able to shake off the negative effects of the coronavirus, which digitalisation trends may represent the future, what will happen to retirement savings, whether the sector will be able to reinvent itself and put up a substantial fight against the squeezing effects of retail government securities, and what trends characterise the growing private banking sector. All of the above are exciting questions, which will be answered at our conference by prominent leaders of the finance sector and players in the savings market.


Our Sponsors

Silver Sponsor

Bronze Sponsor

IMPORTANT NOTE: We care about our guests and care about safety!

Of course, we must keep in mind that we are living in the shadow of the coronavirus and will continue to do so not just this autumn but probably for the next year or two. As such, the Portfolio team is preparing not just a professional programme but also well-considered safety measures devised with the cooperation of experts.

We will take care of

  • contactless, safe entry;
  • suitable seating;
  • online presentations by foreign speakers;
  • a potential cap on the number of visitors;
  • and other event management and safety solutions.

In addition, on-site services such as safe catering will be provided by the ultra-premium event locations we have been working with for years. Being part of recognised five-star franchises, these locations take extra care to ensure the safety of their guests as well as ours.


Aegon Magyarország Befektetési Alapkezelő Zrt., Aegon Magyarország Önkéntes Nyugdíjpénztár, Aegon Mo. Pénztárszolgáltató Zrt., Államadósság Kezelő Központ Zrt., Allianz Hungária Zrt., Apelso Trust Zrt., Aranykor Önkéntes Nyugdíjpénztár, Biztor Alkusz Kft., BNP Paribas Asset Management, Budapest Bank, Budapesti Értéktőzsde, Chinoin Nyugdíjpénztár, Concorde Értékpapír Zrt., Dialóg Alapkezelő Zrt., Diófa Alapkezelő Zrt., Dorsum Zrt., Duna House Holding Nyrt., Erste, Erste Investment, EVK Szakkollégium, Finax Intelligens Befektetés, Fókusz Takarékszövetkezet, Forestay Alapkezelő Zrt., Forestay Group, Four Gates Hungary Kft., Fundamenta-Lakáskassza Zrt., Gemius Hungary Kft., Generali Alapkezelő Zrt., Generali Biztosító Zrt., GRAWE Életbiztosító Zrt., Groupama Biztosító Zrt., Hungária Takarék, IBIS InGold as., Investis Holding Vagyonkezelő Kft., K&H Bank Private Banking, K&H Bank Zrt., Magyar Államkincstár, Magyar Nemzeti Bank, Magyar Posta Biztosító Zrt., Magyar Posta Zrt., MKB Bank Nyrt., MKB Nyugdíjpénztár, MKB Private Banking, MKB-Pannónia Alapkezelő Zrt., MKB-Pannónia Egészség- és Önsegélyező Pénztár, MOL Nyrt., MTB Magyar Takarékszövetkezeti Bank Zrt., MÜBSE, NN Biztosító Zrt., Orha Művek Kft., OTP Bank, OTP Önkéntes Kiegészítő Nyugdíjpénztár, OVB Vermögensberatung Kft., Pannónia Nyugdíjpénztár, Pénztárszövetség, Allianz Egészségpénztár, Pénzügyminisztérium, Piac&Profit, Quantis Holding Zrt., Raiffeisen Bank Zrt., Richter Gedeon Rt. mellett működő Nyugdíjpénztár, SmartWay Solution, SPB Befektetési Zrt., UniCredit Bank Hungary Zrt., UNION Biztosító, Union VIG Biztosító Zrt., Uniqa Biztosító Zrt., UNIQA International AG, VOLÁN Egyesülés

Who we recommend

Our event can provide useful knowledge to those working in the following areas:
  • Executives and decision-makers from banks, insurers, fund managers and private banks
  • Premium and private bankers
  • Insurance brokers and agents
  • Portfolio and asset managers
  • Property market decision-makers and top executives
  • Brokers and agents
  • Pension fund executives
  • Fintechs and wealth techs
  • Pension funds
  • Welfare funds
  • Health funds


Öngondoskodás 2019


Organisation, general questions

Gábor Ócsai
  • Gábor Ócsai
  • event organizer
  • Phone: +36 1 472 2095
  • Email:


Zoltán Schultz
  • Zoltán Schultz
  • Key-Account Manager
  • Phone: +36 20 319 9024
  • Email:


Ágnes Árgyelán
  • Ágnes Árgyelán
  • Analyst
  • Phone: 06/1 770 73 77
  • Email:
Sing up for our exclusive event notification!

First-hand news, event offers

Clicking on the Subscribe button I accept the GTC