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Self-Reliance 2019 Conference

Date: 1st October 2019  

Location: Marriott Hotel

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 Magyarország Befektetési Alapkezelő Zrt.

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:

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, CFA, vezérigazgató-helyettes, Diófa Alapkezelő

11:35 - 12:00

New investment is gaining ground: what does ESG do?

Speakers:

12:00 - 12:45

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

Conversation participants:

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: 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:

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, Head of Specialized Finance Directorate, 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, Board Member, 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

17:15 - 17:20

Closing remarks

Our Sponsors

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Contact

Organisation, general questions

Renáta Szekeres
  • Renáta Szekeres
  • Event Organizer
  •  
  • Phone: +36 1 646 4367
  • Email:

Sponsorship

Csilla Kiss
  • Csilla Kiss
  • KEY ACCOUNT SALES PARTNER
  •  
  • Phone: +36 20 287 3256
  • Email:

Program

Ágnes Árgyelán
  • Ágnes Árgyelán
  • Analyst
  •  
  • Phone: +36-70-391-1588
  • Email:
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