Registration

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.

The morning sections of our event will offer a hybrid professional programme where 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 in the race for savings, and what new approach is required in the fund manager and private banking market. 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. The morning programme will also be available online, guaranteeing wider access and interactivity between online and offline participants. In the afternoon, we will be offering an exciting programme for private and institutional investors that will help them make decisions on investments. The conference will continue in the afternoon with an online retail club, where market professionals will reveal to a wider audience of retail and private investors what savings and portfolios are considered crisis-proof, how self-reliance for retirement should begin, and what the most intriguing stock market stories and megatrends currently shaping the world are.

Topics

The Hungarian savings market in the shadow of the coronavirus
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
Private banks: crisis-proof portfolios, hybrid consulting
The future of pension insurance, digital customer service and the plans of Hungarian insurers
Fund managers: new profit opportunities, the future of success fees, a new repertoire
Innovative developments in the savings market
Crisis-proof savings products, self-reliance guide
The most innovative developments at service providers during the coronavirus pandemic
New trends and directions in stock markets, a changing approach in investments
Trust wealth management
The art, gold and commodity markets

Portfolio Öngondoskodás 2020: megváltoztak a magyarok lakásvásárlási szempontjai a koronavírus miatt 

Elstartolt a Portfolio Öngondoskodás 2020 hibrid konferenciája, ahol a legnevesebb megtakarítási piaci szereplők mondják el, milyen kihívások és újdonságok vannak a magyar öngondoskodási piacon.

Hiába várjuk, nem lesznek új slágertermékek a befektetésekben 

A pénzügyi és megtakarítási piacon legtöbbször a nagy változások kényszerítik ki az innovációkat, ilyen volt idén a koronavírus berobbanása és a digitalizációra való átállás. Ettől függetlenül hosszabb távon az emberek szeretik a megszokott és bevált befektetési lehetőségeket, a piaci szereplők pedig úgy látják, nagy horderejú változás ebben nem is várható a jövőben sem. A Portfolio Öngondoskodás konferenciájának záró panelbeszélgetésén a szakemberek elmondták, senki ne várjon új slágerterméket a következő 10 évben.

MNB: egy teljes generáció hiányzik a nyugdíjcélú megtakarításokból 

Az öngondoskodási célú kiegészítő rendszer megerősítésével, ennek egyik lehetőségeként a már tavaly is szorgalmazott Jóléti Alapok bevezetésével tehermentesítené az állami nyugdíjrendszert és a társadalombiztosítást a Magyar Nemzeti Bank. A rendszer a munkavállalók, munkáltatók és az állam együttes részvételén alapulna. Szebelédi Ferenc, a felügyelet főosztályvezetője tartott erről előadást a Portfolio mai hibrid Öngondoskodás 2020 konferenciáján.

NN: családok százezrei védtelenek, több ösztönző kell az öngondoskodás erősítésére 

Családok tíz- és százezrei vonják most le a koronavírus-válság tapasztalatait, és érzik magukat védtelennek. Ennek tanulságaként nőni fog az öngondoskodás jelentősége a következő években, de azért is, mert sereghajtók vagyunk a hozzánk fejlettségben közelebb álló országokhoz képest. Ehhez az állami ösztönzők erősítésére is szükség lesz – véli Baranyai Dávid, az NN Biztosító igazgatósági tagja, megbízott vezérigazgatója, aki a Portfolio Öngondoskodás 2020 konferenciáján tartott a témáról előadást.

Olyan új irányok jönnek a befektetésekben, hogy csak kapkodjuk a fejünket 

2020 elején szinte minden napra jutott egy befektetési trend, amiről a szakemberek beszéltek, a koronavírus kirobbanása aztán sok mindent felülírt, sok társadalmi és üzleti folyamat felgyorsult. A Portfolio Öngondoskodás 2020 konferenciáján a szakértők arról beszéltek, milyen változásokat hoznak a befektetések világában a felhőalapú szolgáltatások, és miért van az, hogy az ESG-befektetések sok esetben jobb hozamot jelentenek a hagyományos társaiknál.

Megtakarítási piaci felsővezetők: felkészültünk a második hullámra 

Bár a termék már megvan, a koncepció kész, egyelőre nem lesz nyugdíjkötvény – mondta el Kurali Zoltán, az ÁKK vezére a Portfolio Öngondoskodás 2020 konferenciájának vezérpaneljében. A megtakarítási piaci felsővezetők is többnyire egyetértenek abban, hogy az elmúlt 10 év legfontosabb piaci innovációja a MÁP+ megjelenése volt. Szó esett arról is, hogy a tavaszi koronavírus-válság rengeteg lehetőséget teremtett a piacokon, a második hullámra pedig mindenki felkészítette a tevékenységét.

MNB: a 20 ezresek kétharmadát nem fizetésre használja a lakosság 

Átmeneti megingást hozott a koronavírus a hazai megtakarítások piacán – mondta Kandrács Csaba a Portfolio Öngondoskodás 2020 konferenciáján. A készpénzállomány magas Magyarországon, de nemzetközi összehasonlításban nem kiugró – jegyezte meg előadásában az MNB alelnöke. Az öngondoskodási célú termékek hosszabb ideje tartó visszaszorulása miatt azonban nem lehetünk elégedettek.

Some of our speakers

Prices

Currency:
HUF
|
EUR
Normal ticket
89,000 HUF + VAT/person
for 5 or more registrations* (-20%)
75,180 HUF + VAT/person

 

Offline discounts:

  • 20% discount for 5 or more registrations*

*Above offline 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. 

Registration

Silver Sponsor

Amundi
Diófa Alapkezelő Zrt.
Fundamenta_2020
MKB - Pannónia Alapkezelő
Sárhegyi és Társai Ügyvédi Iroda
SynerinSoft

Bronze Sponsor

SPB Investments Limited

Our Sponsors

Konika_minolta
Multi-tainment
Synlab
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!
Call me back

Who we recommend it to

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

Information

Location and Schedule

Date: 10th November 2020
Location: Online
Save to calendar
    Share

      What Our Participants Say

      Professional recognition, community, experience – read what our participants said about us!

      "The Portfolio Private Health Forum is the most important conference in the private healthcare sector, with all the major players in the industry present alongside providers. As both a speaker and an attendee, I am involved in a professional, fun and inspiring programme."

      Dr. Papik Kornél
      Managing Director, Dr. Rose Private Hospital

      "The Property Investment Forum is the most credible, comprehensive and high level professional conference. To miss PIF is like missing the map."

      Ágházi Gyula
      CEO, Gránit Pólus

      "I have been a regular student and invited speaker at the Portfolio Private Health Conference for 5 years. It's a great experience to meet with a significant group of insurers, competitors and experts at the beginning of autumn, to exchange ideas, look back at the previous year's business and look ahead to what's to come. We can get first-hand information from the State Department of Health or Boston Consulting, who are shaping the state system. The Marriott's traditionally stunning location and excellent catering will make this a day of celebration. I would never miss it."

      dr. Kirschner András
      founder-owner, Swiss Clinic

      Galéria

      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?
      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
      Zita Tusák
      Zita Tusák
      Event Organizer
      Phone: +36-20-334-8455
      E-mail:
      Nikoletta Dobler
      Nikoletta Dobler
      Event Organiser
      Phone: +36-20-334-8032
      E-mail:
      Program
      Ágnes Árgyelán
      Ágnes Árgyelán
      Analyst
      Phone: +36-70-391-1588
      E-mail:
      Sponsorship
      Zoltán Schultz
      Zoltán Schultz
      key account sales partner
      Phone: +36 20 319 9024
      E-mail:
      Join us
      Follow, like, subscribe, listen to us, and write to us on the following channels:
      Newsletter
      Subscribe to our exclusive event newsletter: news, events, and offers firsthand.
      Become our sponsor
      Greater reach, stronger brand building, wider network, and new business opportunities.