Portfolio Budapest Economic Forum 2025

08:00–08:20

Registration

08:20–11:20

I. Opening session - Economic Outlook from Leading Experts

Where do Hungary and the world stand as we head into 2026? What are the most pressing challenges today, and what answers can be given to them? What do the best- and worst-case scenarios look like?

08:30 - 09:00

Presentation

Speaker: Márton Nagy, Minister for National Economy of Hungary, Government of Hungary

09:00 - 09:25

Presentation

Speaker: Harold James, Professor of History and International Affairs, Princeton University

09:25 - 09:50

Presentation

10:00 - 10:25

Presentation

Speaker: Zsolt Hernádi, Chairman and CEO, MOL

10:25 - 10:50

Presentation

Speaker: Péter Csányi, CEO, OTP Bank

10:50 - 11:10

Presentation

11:10 - 11:20

Presentation

Speaker: Rezső Rózsai, CEO, KPMG

11:30–12:55

II/A. Session – How Are Businesses Preparing?

How do Hungarian companies see the near future? What are the key challenges they face today, and how are they responding? If financing is available, why is investment activity still weak?

11:30 - 11:55

Presentation

Speaker: Daniel Küpper, Managing Director and Senior Partner, Boston Consulting Group

11:55 - 12:55

Corporate Outlooks and Possibilities

Moderator: Viktor Nagy, Senior Analyst, Portfolio

Conversation participants:

dr. György Bacsa, MOL Hungary - CEO, MOL Group - SVP Strategy and Business Development
Gábor Orbán, CEO, Richter Gedeon
Tibor Rékasi, Chief Executive Officer and member of the Board of Directors, Magyar Telekom
Rezső Rózsai, CEO, KPMG
József Vida, President, Opus Global Nyrt.

11:20–13:00

II/B. Session – Investments and Economic Prospects

11:20 - 11:30

Előadás

11:30 - 12:10

Challenges for Local Governments

Conversation participants:

Dr. András Cser-Palkovics, Mayor of Székesfehérvár, Székesfehérvár Megyei Jogú Város Önkormányzata
Dr. László Papp, polgármester, Debrecen Megyei Jogú Város

12:10 - 13:00

“The Hungarian Patient” ¬– What is the Diagnosis for the Ailments of the Hungarian Economy?

Conversation participants:

dr. Gábor Regős, Chief Economist, Gránit Alapkezelő
Mariann Trippon, Senior Analyst, CIB Bank
Péter Virovácz, Lead analyst, ING Bank

12:55–13:30

Lunch Break & Networking

13:30–17:30

III. Session – Markets and the Economy

Where and how can Hungary secure financing? How attractive are Hungarian assets to investors right now? What can banks do to help revitalise the economy?

13:30 - 14:00

Panel Discussion

14:00 - 14:30

Presentation

Speaker: Károly Mátrai, CEO, MVM Group

14:30 - 14:45

Presentation

14:45 - 15:00

Presentation

Speaker: Manuel Dueñas, Head of Division, Public Sector in Central and South Eastern Europe, EIB

15:00 - 15:10

SME's Funding Opportunities

Speaker: Ádám Dr. Balog, Member of the Board, MKIK

15:10 - 16:00

Előadás

16:00 - 16:50

Bank Leaders’ Roundtable

Moderator: Zoltán Bán, CEO, Net Média (Portfolio Group)

Conversation participants:

László Bencsik, Deputy-CEO, OTP Bank
Ádám Egerszegi, Deputy CEO for Transformation, MBH Bank
Éva Hegedüs, Vice President and CEO, Gránit Bank
Radován Jelasity, Chairman, Chairman of the Board of Directors, CEO, Hungarian Banking Association, Erste Bank Hungary
Peter Roebben, CEO, K&H Group

16:50 - 17:30

Where is Hungary Headed in the Eyes of Economists?

Moderator: István Madár, Senior Analyst, Portfolio

Conversation participants:

Péter Ákos Bod, professor, Budapesti Corvinus Egyetem
Prof. György Surányi, Fmr. President of the National Bank of Hungary, Professor of Finance
Viktor Zsiday, Portfolio Manager, Hold Alapkezelő Zrt., Citadella Származtatott Befektetési Alap