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Tájékozódjon eseményeinkről 6 iparágban: Offline és Online konferenciák

Self-Reliance 2020

Date: 10th November 2020  

Location: Online


  • 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
  • New trends and directions in stock markets, a changing approach in investments
  • Trust wealth management
  • The art, gold and commodity markets

Our speakers among others

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Bán Zoltán
Net Média Zrt. (Portfolio)
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Baranyai Dávid
Board Member, Sales and Distribution Director
NN Biztosító
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Benczédi Balázs
MKB-Pannónia Alapkezelő
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Bilibók Botond
Hold Alapkezelő
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Biró Gergely
OTP Real Estate Fund Management
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Dr. Darvas Tamás
Sárhegyi és Társai Ügyvédi iroda
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Dr. Kandrács Csaba
Vice President
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Kerek Norbert
Head Of Retail Banking
MKB Bank
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Kiss Viktor
Synerinsoft Kft.
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Kurali Zoltán
Government Debt Management Agency
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Morafcsik László
Deputy CEO
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Nyitrai Győző
OTP Bank
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Dr. Pandurics Anett
Posta Biztosító (Chairman-CEO)
MABISZ (Chairman)
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Parádi-Varga Tamás
SPB Befektetési Zrt.
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Póth Viktor
Business Development Director
OVB Hungary
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Raveczky Zsolt
Board Member
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Dr. Szebelédi Ferenc
Head of Department
Magyar Nemzeti Bank
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Tátrai Bernadett
President - CEO, President of the Board
Fundamenta-Lakáskassza Zrt.
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Dr. Újszászi Bogár László
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Vasas Norbert
Head Of Wealth Management and Head of Pricing
CIB Bank
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Vízkeleti Sándor
President of BAMOSZ
Amundi Alapkezelő Zrt.

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. 

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. 


In 2021, we are offering all visitors to our conferences, new or old, a more flexible ticket purchase system than ever before. Depending on the pandemic situation and the related legal regulation in effect, we are offering online, offline and hybrid events to our customers. Are you unsure how the current situation will develop, or if you are free the day of a given Portfolio event? We will adapt to you.
You may change the type of your purchased ticket, i.e. the mode of your participation, on one occasion at least 10 days before the event. To do so, please let us know at rendezveny@portfolio.hu.
Changing from online to offline ticket:
On-site tickets cost more, so you will need to pay extra to make this change.
Changing from offline to online ticket:
Virtual tickets are cheaper, so we will refund you the difference after the event.

Secure your spot now and make the decision later! We will adapt to you.

Our Sponsors

Silver Sponsor

Bronze Sponsor

The sponsor of maximum health and safety

Information about online participation

Online conference with extras! Unique networking opportunities, live contact, private video calls, interactive rooms, professional sections – the only thing missing is clinking glasses in person. Online tickets are available in unlimited numbers.

To participate, all you need is the following:

  • Chrome web browser and a stable internet connection
  • computer or smart device (PC, Mac, iPad, iPhone or Android device)

The virtual venue of the conference will be hosted on an online conference platform. We will send you a link to enter in the days preceding the event, where you can join in after a quick registration.

In case of any technical problems during entry to the event or during the discussion, please write us an email to rendezveny@portfolio.hu.

To view the technical requirements for viewing the conference online, click here

Information about physical participation

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

We are preparing for your arrival with extra safety (anti-coronavirus) measures and conditions at our conference. We would like to kindly ask you to only attend the event if you feel completely healthy in order to protect everyone.

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.

Our international speakers will log in online, and we will further limit attendance in order to guarantee proper distancing.

In addition, we will also focus on on-site services (such as safe catering), which 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.


Let’s watch out for each other!

Please follow our safety instructions

  • Please keep 1,5 m distance from others!
  • Wash your hands often and thoroughly!
  • Please use the provided hand sanitizer!
  • Cover your cough or sneeze with a tissue, then throw it out and wash your hands!
  • Avoid handshakes, greet with elbow bumps!
  • It is mandatory to wear a mask during the conference!

Thank you for your cooperation!

Let’s be safe together!

We are looking out for you!

We ensure maximum safety of our events!

  • The number of attendees at our events are limited
  • Ozone air disinfection method is used in conference rooms
  • Disinfection and air purifier machine is operated during the whole day
  • Contactless, safe entry is guaranteed by QR code
  • Body temperature is checked with thermal imaging camera at entrance
  • Staff and hostesses are wearing masks and working in gloves at all times
  • Hand sanitizer and masks are provided for our attendees
  • Seating arrangements made with the appropriate distance

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

The following companies participated in last year’s conference

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


Organisation, general questions

Zita Tusák
  • Zita Tusák
  • Event Organizer
  • Phone: +36 1 327 4088
  • Email:
Nikoletta Dobler
  • Nikoletta Dobler
  • event organizer
  • Phone: +36 1 646 4393
  • Email:


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


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