Registration

Self-Reliance 2019 Conference

This year brings us to the ninth Portfolio Self-reliance Conference, which covers the hottest topics in self-reliance and savings. The event will seek to answer a number of questions, including what opportunities are available for self-reliance in the domestic market, what hurdles one should look out for in the investment market, what self-reliance products banks and insurers are putting on the market, where will the squeezing effect of retail government securities end, or what investments are attracting wealthy clients. 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.

Topics

What plans does the government have to promote self-reliance?
How can investment funds, property and shares keep up in the returns race with retail government securities?
Wealth planning guidelines –The rise of discretionary wealth planning?
What is the central bank planning to do to invigorate the Hungarian self-reliance market?
Market performance and returns – Evaluating voluntary and private pension funds.

A kötelező beléptetés lehetne az egyik megoldás a nyugdíjkatasztrófa ellen 

Bár az elmúlt öt évben összességében nőtt a nyugdíjcélú megtakarítások állománya Magyarországon, az önkéntes nyugdíjpénztárak taglétszáma évről évre stagnál, ez pedig komoly kihívás a szektor számára. A Portfolio Öngondoskodás záró szekciójának panelbeszélgetésében a résztvevők kitértek arra, mi lehetne jó megoldás a fiatalok bevonására a nyugdíjcélú megtakarítások piacára, és mit hozhat a nyugdíjkötvény megjelenése.

Elárulta az MNB, mit tervez nyugdíjfronton 

Közös gondolkodásra invitálta az MNB a nyugdíjpiaci szereplőket azzal kapcsolatban, hogyan lehetne megreformálni a mostani nyugdíjcélú megtakarítások és egészségpénztárak piacát úgy, hogy az minél többeken elérjen és minél többen tagjai legyenek. Az MNB szerint erre jó megoldást jelenthetnének a jóléti alapok, ezekről bővebben Nagy Koppány igazgató beszélt a Portfolio Öngondoskodás konferenciájának záró szekciójában.

Meglepő, mit művel a szuperállampapír: egyre nagyobb kockázatot vállalnak a gazdagabb magyarok 

Azzal, hogy megjelent a szuperállampapír a magyar piacon, elkezdett polarizálódni a privátbanki portfólió: az egyik felét az alacsony kockázatú és kockázatmentes termékek teszik ki, ennek nagy részét már a MÁP Plusz foglalja el, a másik részét viszont a jelentősebb kockázatot hordozó befektetések kezdik el betölteni. Izgalmas kérdéseket feszegetett a Portfolio Öngondoskodás konferenciájának harmadik szekciója.

Irdatlan készpénz van a magyaroknál, és ez nem fog egyből szuperállampapírba menni 

Türelmetlen a piac, amikor arról van szó, hogy minél hamarabb becsatornázza a rendszerbe a készpénzállományt. Csoda lett volna, ha a MÁP+ megjelenésével hirtelen az összes készpénz átvándorol az új állampapírba, mivel itt társadalmi felfogásról, egyfajta szocializációról van szó  - hangzott el a Portfolio Öngondoskodás konferenciájának második panelbeszélgetésén. A résztvevők beszéltek arról is, hogy az ingatlanpiacra is hatással volt az új állampapír megjelenése, banki oldalról pedig elhangzott a kérés, hogy legyen kiszámíthatóbb a forgalmazói piac.

Államkincstár: elképesztő roham volt a szuperállampapírért az első hónapban 

Még az államkincstár sem számított arra a rohamra, ami júniusban jött el a lakossági állampapírok piacán. Különösen rossz volt a helyzet Budapesten, ahol a legnagyobb volt az érdeklődés a MÁP+ iránt – derült ki a Portfolio Öngondoskodás 2019 konferenciáján.

Az ÁKK-vezér megerősítette: jön a nyugdíjkötvény 

Nagy versenyt támaszt a megtakarítási piaci szereplők számára a júniusban indult MÁP Plusz, a megtakarítási piac vezetők szerint csak úgy lehet felvenni a kesztyűt a papírral szemben, ha ennél vonzóbb terméket fejlesztenek, magyarán: jobb teljesítményt érnek el. Merthogy az emberek fejébe nagyon úgy tűnik, beégett az 5%, mint kockázatmentes hozam, ezt már szinte minden befektetésnek tudnia kell hozni, ha versenyképes szeretne lenni. A Portfolio Öngondoskodás konferenciájának első szekciójában az ÁKK vezére kitért arra is, hogy a nyugdíjkötvény továbbra is porondon van, ennek feltételeit most dolgozzák ki és hamarosan már a piacon is elérhető lesz.

Prices

Currency:
HUF
|
EUR
for 5 or more registrations* (-20%)
87,900 HUF + VAT/person

Discounts:

  • 20% discount for 5 or more registrations*

*Above prices contain intermediate services (catering), to which we are not able to apply discounts. Discounts cannot be combined!

Fee includes: conference documentation, full lunch and coffee breaks. 

We do not send any kind of ticket or voucher. Each participant is added to the conference registration list upon online check-in, which also includes the lecturers and the sponsors' guests. The participants will only need a business card and a signature at the conference location, entering the event at the registration desk. Following a quick registration our guests may enter the area of the event.

Registration

Gold Sponsor

Aegon Befektetési Alapkezelo

Silver Sponsor

Diófa Alapkezelő Zrt.
Fundamenta
Generali Alapkezelő
MKB - Pannónia Alapkezelő

Bronze Sponsor

Dorsum
Forestay Group

Our Sponsors

ÖPOSZ
Become our sponsor
At the forefront of the market: greater reach, stronger branding, a wider network of contacts and new business opportunities. As a sponsor, you will receive enhanced visibility before decision-makers in the domestic economy and business life, and an exclusive opportunity to build direct relationships. Our sponsorship packages are optimized for B2B or even B2C marketing goals – brand building, lead generation, relevant audience. Contact us and let's build your next successful appearance together!
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Who we recommend it to

Insurance companies
insurance intermediaries
Banks
Private banks
Premium bank businesses
Fund mangers
Consultants
Lawyers
Pension funds
Welfare funds
Health funds

Information

Location and Schedule

Date: 1st October 2019
Location: Marriott Hotel
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      Frequently Asked Questions

      Participation Conditions, Registration Process and Deadline, and Actions in Case of Full Capacity

      We warmly welcome all interested individuals over the age of 16 who are interested in the event's professional program, would like to participate, and are open to meeting new partners and high-quality networking opportunities.

      You can register for our events on the portfolio.hu/rendezvenyek page on the respective event's subpage by clicking the "registration" button. Due to GDPR compliance, we can only admit participants who have registered online in advance or on-site, and (in case of paid events) have a paid ticket to the event area. Online registration is possible until midnight the day before the event; after that, we welcome interested parties on-site, where our colleagues will gladly assist at the registration desk with ticket purchases or, in the case of free events, ticket collection.

      In case of full capacity, registration on the website closes, and you can only join a waiting list. In this case, on-site ticket purchases are also suspended. Our colleagues will notify registered applicants on the list about possible participation opportunities depending on available spots.

      What can I expect at the event?
      Registration: 08:30-08:55
      Professional Program: 08:55-16:15
      Expected Number of Participants: 180-200 participants
      What payment methods are available? Can I pay on-site?

      The participation fee and other costs (room booking, extras, etc.) can be paid by bank transfer or credit card payment during the registration process. It is important to know that in the two days before the event, only credit card payment is available on our website. In the case of paid events, we cannot guarantee participation without payment of the participation fee.

      On the day of the event, bank card payment is also available at the registration desk with the assistance of our colleagues.

      What should I do if I didn't receive the QR code for entry?

      Our system automatically sends the QR code after the payment has been received and accounted for. In case of free participation, the QR code for entry is sent immediately after registration. Please check the spam, social, and other subfolders in your email system as well. The email will arrive with the subject "Entry ticket for (event name)..." from the noreply@portfolio.hu email address.

      If the QR code still hasn't arrived, please check the payment, as the entry QR code is only sent after the participation fee has been paid. After verifying and confirming the payment, please contact our colleagues at rendezveny@portfolio.hu email address. We cannot provide information by phone; in such cases, we can only help in writing.

      For free events, if you still cannot find the QR code after checking all folders, please contact our colleagues by email.

      In case of interrupted card payment, please contact our colleagues at the above-mentioned email address. Upon request, they can issue an invoice or help restart the process.

      What ticket types and discounts are available? How can I use my discount or sponsor code?

      Various discounts are available at our events; you can learn about these on the current event page by clicking here.. Please enter the discount, VIP, or sponsorship contract codes in the unique codes field per participant during the process for validation.

      What does the ticket include, and does the participation fee cover accommodation?

      Please check the Prices menu for the exact content of the ticket. The ticket price does not include accommodation costs. If the booking option is available at the event, you can select and book accommodation during the registration process.

      In what language are the presentations and discussions held?

      The official language of our events is Hungarian. For foreign language presentations and international guests, we provide live or AI simultaneous interpretation in Hungarian and English. Please check the availability of this on the information tab, and our colleagues are happy to help at rendezveny@portfolio.hu email address if you have questions.

      Will the presentations or professional content be available online?

      The presentation materials, to which our speakers have given their consent, will be sent in the thank-you letter after the event. Video and audio recordings will not be shared from the event. Articles and analyses about the event from our experts can be read on Portfolio.hu, Agrárszektor.hu, and Pénzcentrum.hu.

      Name change, cancellation

      Online registration is considered an order. Participation in the event requires prior payment of the participation fee. After finalizing and submitting the registration, we do not accept cancellations, we do not refund the ticket. The participation fee must be paid even in case of absence from the event.

      After full payment of the participation fee, however, participation can be transferred. In case of a name change, please write to rendezveny@portfolio.hu email address, our colleagues will send a code with which the incoming participant must also be registered on our site, according to our data management policy. On the day of the event, on-site, colleagues can also help if a name change is necessary due to a sudden event.

      Further information can be found under the Prices tab.

      Supporter and sponsor opportunities

      If you would like to enquire about speaking or sponsorship opportunities, please contact our colleagues here.

      Contact

      Organization, General Questions
      Renáta Szekeres
      Renáta Szekeres
      Event Organizer
      Phone: +36 1 646 4367
      E-mail:
      Program
      Ágnes Árgyelán
      Ágnes Árgyelán
      Analyst
      Phone: +36-70-391-1588
      E-mail:
      Sponsorship
      Csilla Kiss
      Csilla Kiss
      KEY ACCOUNT SALES PARTNER
      Phone: +36 20 287 3256
      E-mail:
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