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Tájékozódjon eseményeinkről 6 iparágban: Offline és Online konferenciák

Investment, Wealth and Savings (IWS) 2018

Focus on MiFID 2.

Date: 20th March 2018  

Location: Hilton Budapest City


  • How long will the stock market rally last and what will the world look like afterwards?
  • Bond market yields and inflation - Can we say goodbye to zero yields?
  • What are the world's central banks up to?
  • Will 2018 be the year of small stocks on the Hungarian stock exchange?
  • Investment opportunities and risks on the Hungarian market
  • MiFID 2 enforced: first experiences and best practices
  • What will 2018 bring on the asset management and savings market?
  • How will blockchain and cryptocurrencies transform investment habits?
  • What is the winning strategy for the domestic absolute return funds?

Our speakers among others

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Al-Hilal István
Fidelity International
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Árgyelán Ágnes
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Bakos Ádám
CFA, Head of fixed income desk
Aegon Hungary Fund Management
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Bálint Attila
Raiffeisen Private Banking
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Bán Zoltán
Net Média Zrt. (Portfolio Csoport)
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Biró Gergely
OTP Real Estate Fund Management
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Büki András
Investment Director
OTP Alapkezelő
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Csabai Csaba
Bitcoin evangelist, crypto-blogger
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Dzsubák Attila
Investment Director
MKB-Pannónia Alapkezelő
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Farkas Yvette LL.M
Farkas Yvette Ügyvédi Iroda
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Forián-Szabó Gergely
Head of Portfolio Management
Amundi Alapkezelő Zrt.
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Hardy Ilona
Founder, President of Board of Directors
Aranykor Önkéntes Nyugdíjpénztár
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Horváth István CFA
K&H Bank Private Banking
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Janza Ákos
Managing Director, Application Management & QA
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Juscsák György
Executive Director
JP Morgan Asset Management
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Kállay András
Private Banking Ügyvezető Igazgató és Retail CIO
Raiffeisen Bank International
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Konkoly Miklós
Generali Alapkezelő
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Loncsák András
Equity Division Head
Aegon Hungary Fund Management
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Madár István
Senior Analyst
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Máté-Tóth István
Deputy CEO of Business Development
Budapest Stock Exchange
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Misik Sándor
Financial Risk Management Expert
MOL Nyrt.
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Móró Tamás
Chief Strategist
Concorde Értékpapír Zrt.
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Nagy Viktor
Senior Analyst
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Nagygyörgy Zsolt
Compliance Officer
Magyar Fejlesztési Bank
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Nyitrai Győző
OTP Bank
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Parádi-Varga Tamás
SPB Befektetési Zrt.
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Ann-Katrin Petersen
Vice President, Investment Strategist, Global Economics & Strategy
Allianz Global Investors
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Somlai László
Head of Sales Department
Erste Private Banking
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Szabó Katalin Csilla
Financial Market Infarstructure Overseer
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Szarka Gergely
Senior Investment Product Manager
MKB Bank
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Szécsényi Bálint
Equilor Befektetési Zrt.
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Végh István
Senior Manager – CEE Region
Saxo Bank
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Zsiday Viktor
Portfolio Manager
Citadella alap

Why you should come?

It is guaranteed that the actors of the capital and savings markets are not going to be bored in 2018; in addition to market developments, for the domestic banks, brokerages and fund managers, the year will be all about compliance with EU directives focusing on data processing, investment transparency and the protection of investors.
In 2018, large central banks may start soaking up liquidity from the market, the ECB may start tightening, while many are trying to guess when the high stock prices will get lower and when inflation and the increase of yields will commence, bringing significant changes on the bond market as well.

2With MiFID 2 taking effect, 2018 will bring important changes to the European financial and capital markets. Banks, brokerages, fund managers and investment advisers involved in the regulation tried to prepare for the deadline of January 3rd, while they did not receive substantial responses to many of their questions even in the last moments.
Banks are increasingly focusing on premium and private banking, so compliance with investment transparency and investor protection rules is more important than ever before, while financial service providers are also faced with the impact of blockchain and cryptocurrencies.

The goal of the morning programme of the Portfolio Investment, Wealth and Savings (IWS) 2018 professional conference is to provide investors, private bank consultants and salespeople with information about investment, asset management and savings trends in 2018 with the help of renowned foreign/domestic experts and market specialists.
In the afternoon sessions of the conference, we will first discuss the practical experiences of the introduction of MiFID 2 in an interactive way with domestic and regional market players and experts, while also discussing the impact of blockchain and cryptocurrencies on investment habits and investment markets.

Download the Portfolio Events mobile app where you can find Portfolio’s professional events in one app, personalised for you. You can access the event’s detailed programme, the list of participants, and your conference ticket, among other things. We even offer a virtual business card exchange. How? The QR code on the badge is your personalised online business card - scan each other's QR codes and you can keep in touch after the conference. Profession, experience, networking. Install with QR-code from desktop >>

Who we recommend

Our event can provide useful knowledge to those working in the following areas:
  • Premium banking advisors
  • Private banking advisors
  • Insurance intermediaries
  • Advisors of investment firms
  • Product managers
  • Brokerages
  • Fund managers
  • Bank branch salespersons
  • Everyone interested in the world of investments

Our Sponsors

Gold Sponsor

Silver Sponsor

Bronze Sponsor


Aegon Alapkezelő Zrt., Allianz Global Investors, Allianz Investmentbank AG, Amundi Alapkezelő Zrt., Aranykor Önkéntes Nyugdíjpénztár,  Arteus Capital Holding, Bank Gutmann, Bauer Projekt Kft., Biggeorge Alapkezelő Zrt., Brokerchooser, Budapest Alapkezelő Zrt., Budapest Bank Nyrt., Budapest Stock Exchange, Budapesti Corvinus Egyetem, BÉT, C&A Mode Kft., CIB Bank Zrt., CIB Befektetési  lapkezelő Zrt., Citadella alap, Concorde Értékpapír Zrt., Dialóg Befektetési Alapkezelő Zrt., Day One Capital Kockázati Tőkealap-Kezelő Zrt., Diófa Alapkezelő, Diófa Alapkezelő Zrt., Dorsum, Dél Takarék  Szövetkezet, Erste Bank Hungary Zrt., EVK Szakkollégium, Equilor Befektetési Zrt., Erste Alapkezelő  Zrt., Erste Asset Management, Erste Private Banking, Farkas Yvette Ügyvédi Iroda, Fidelity International, Financial Solutions Global Zrt.,

Front Page Communications, FÓKUSZ Takarék, Generali Alapkezelő  rt., Generali Biztosító Zrt., Groupama Biztosító Zrt., Hold Alapkezelő Zrt., Honvéd Közszolgálati  Önkéntes Nyugdíjpénztár, Impact Alapkezelő Zrt., JP Morgan Asset Management, K&H Alapkezelő Zrt., K&H Bank Private Banking, K&H Bank Zrt., K&H Csoport, Konklúzió Informatikai Kft., LDG Capital Zrt., MAPI Magyar Fejlesztési Iroda Zrt., MKB Bank Zrt., MKB-Pannónia Alapkezelő, MSCI, MagNet Bank, Magyar Adósságrendező Zrt., Magyar Fejlesztési Bank, Magyar Posta Biztosító, Magyar Államkincstár, Metlife, NHB Növekedési Hitel Bank Zrt., Niveus Consulting Group,

OTP Alapkezelő Zrt., OTP Bank  Nyrt., OTP Ingatlan Befektetési Alapkezelő Zrt., OVB Vermögensberatung Kft., Piendel Kft., RSM  Hungary Adótanácsadó és Pénzügyi Szolgáltató Zrt., Raiffeisen Bank Zrt., Raiffeisen Privátbank,  Raiffeisen Alapkezelő, Random Capital, Richter Nyugdíjpénztár, Rigg Vagyonkezelő Zrt., Severinus Kft., SJP, SPB Befektetési Zrt., Saxo Bank, T-Online, Takarék Csoport, Thomson Reuters Magyarország Kft., UniCredit Bank Hungary Zrt., Weldekom Kft., Életút Nyugdíjpénztár


GALLERY | 32 pictures
IWS 2018


Program: Ágnes Árgyelán, Analyst, Phone: 06/1 770 7377, E-mail: argyelan.agnes@portfolio.hu


Organisation, general questions: Fruzsina Koncsek, Event Organiser, Telefon: 06/1 327 4088, E-mail: koncsek@portfolio.hu

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