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

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.

Our Sponsors


Aegon Alapkezelő Zrt., Allianz Global Investors, Allianz Investmentbank AG, Amundi Alapkezelő Zrt., Aranykor Önkéntes Nyugdíjpénztár, Bank Gutmann, Biggeorge Alapkezelő Zrt., Brokerchooser, Budapest Alapkezelő Zrt., Budapest Bank Nyrt., Budapesti Corvinus Egyetem, Budapesti Értéktőzsde Zrt., C&A Mode Kft., CIB Bank, CIB Befektetési Alapkezelő Zrt., Concorde Értékpapír Zrt., Day One Capital Kockázati Tőkealap-Kezelő Zrt., Dél TAKARÉK Szövetkezet, DIALÓG Befektetési Alapkezelő Zrt., Diófa Alapkezelő Zrt., Dorsum, Életút Nyugdíjpénztár, Equilor Befektetési Zrt., Erste Alapkezelő Zrt., Erste Asset Management, ERSTE Bank Hungary Zrt., Erste Private Banking, Farkas Yvette Ügyvédi Iroda, Fidelity International, FÓKUSZ Takarék, Generali Alapkezelő Zrt., 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., KH Bank Zrt., KPMG Tanácsadó Kft., LDG Capital Zrt., MagNet Bank, Magyar Fejlesztési Bank, Metlife, MKB Bank Zrt., MKB-Pannónia Alapkezelő, MSCI, Niveus Consulting Group, OTP Alapkezelő, OTP Bank Nyrt., OTP Ingatlan Befektetési Alapkezelő Zrt., OVB Vermögensberatung Kft., Piendel Kft., Plotinus Nyrt., Raiffeisen Privátbank, Raiffeisen Alapkezelő, Random Capital, Richter Nyugdíjpénztár, Rigg Vagyonkezelő Zrt., RSM Hungary Adótanácsadó és Pénzügyi Szolgáltató Zrt., SaxoBank, SEVERINUS Kft., SPB Befektetési Zrt., Takarék Csoport, Thomson Reuters Magyarország Kft., T-Online, Tópart Üzemeltetési Kft., UniCredit Bank Hungary Zrt., Weldekom Kft...

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


IWS 2017


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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