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Investment, Wealth and Savings (IWS) 2019

Date: 21st March 2019   Location: New York Palace Budapest

  • Will 2019 be a crisis year? What to invest in?
  • What should investors prepare for post-Brexit?
  • Can Hungarians be diverted from retail government securities?
  • What new products and services can be used to compete for customers?
  • What will happen to traditional investments? Will alternative solutions gain ground?
  • Star bankers and brokers in one place – What do customers need?

Our speakers among others

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Al-Hilal István
Director
Fidelity International
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Árgyelán Ágnes
Analyst
Portfolio
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Bálint Attila
Director
Raiffeisen Private Banking
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Bán Zoltán
CEO
Net Média Zrt. (Portfolio)
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Barcza György
CEO
Government Debt Management Agency
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Benczédi Balázs
CEO
MKB-Pannónia Alapkezelő
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Biró Gergely
Chairman-CEO
Diófa Alapkezelő
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Büki András
Investment Director
OTP Alapkezelő
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Cinkotai Norbert
Head of Research & Content
KBC Equitas
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Czeiler-Fóris Angelika
CEO
Impact Alapkezelő Zrt.
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Fekete Gábor
Private Banking Team Leader
Friedrich Wilhelm Raiffeisen
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Fischer Bálint
Banking Innovation Expert
Dorsum
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Hardy Ilona
Founder, President of Board of Directors
Aranykor Önkéntes Nyugdíjpénztár
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Horváth István CFA
Director
K&H Bank Private Banking
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Hosszú Ferenc CFA
Director, Commodities
OTP Alapkezelő Zrt.
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Juscsák György
Executive Director
JP Morgan Asset Management
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Kadocsa Péter
Chairman and CEO
Aegon Magyarország Befektetési Alapkezelő Zrt.
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Kardos Zsolt
Senior product manager
Aegon Alapkezelő
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Konkoly Miklós
CEO
Generali Alapkezelő
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Králik István
Lead personal banker
MKB Bank Private Banking
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Kuti Zsolt
Director
MNB
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Madár István
Senior Analyst
Portfolio
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Máté-Tóth István
Deputy-CEO
Budapest Stock Exchange
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Móró Tamás
Chief Strategist
Concorde Értékpapír Zrt.
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Hans-Jörg Naumer
Global Head of Capital Markets & Thematic Research
Allianz Global Investors
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Országh Mihály
Head of Specialized Finance Directorate
K&H Bank
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Bertrand Pujol
Global Head of Partnership & Services - Marketing Retail
Amundi Asset Management
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Rotyis József
Lead personal banker
SPB Private Banking
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Somlai László
Head of Sales Department
Erste Private Banking
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Szabó László
Chairman
HOLD Alapkezelő
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Szécsényi Bálint
CEO
Equilor Befektetési Zrt.
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Tardos Gergely
Director
OTP Bank
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Trippon Mariann
Senior Analyst
CIB Bank
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Vadas Gyula
Desk Manager Senior Private Banker
Erste Private Banking
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Virág Ferenc
CEO
RND Solutions Zrt.
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Virovácz Péter
Lead analyst
ING Bank
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Vízkeleti Sándor
President of BAMOSZ
Amundi Alapkezelő Zrt.
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Zsiday Viktor
Citadella alap
portfóliókezelő

Why you should come?

2018 was a rough year for capital markets as ongoing geopolitical tensions, the weak performance of emerging markets, and the trade war between the U.S. and China all presented considerable challenges to investors looking for returns. Inflation and higher yields have entered the global market, major central banks have settled for tighter monetary policies, while the U.S. bond market became so overwrought that professionals now look to emerging markets for notable yields in 2019.

At present, it appears 2019 will not be an easier year for yields, either: many are anticipating the next crisis, and with virtually non-existing yields, cash could become one of the most popular products in the market in 2019. One of the major challenges to investment professionals and financial consultants in 2019 will be to entice customers from their defensive positions, as well as their savings from under their mattresses.

The morning programme of the Portfolio Investment, Wealth and Savings (IWS) 2019 trade conference will attempt to outline a framework of the investment, wealth management and savings markets in 2019 for investment professionals, private banking consultants and salespeople with the help of renowned domestic and foreign asset managers and market experts. In the afternoon section of the event, we will seek to answer what future sales trends will be; how customer satisfaction can be increased; what new products can help increase the profit margins of fund managers, private banks and other players in the investment and savings market; and also what investments can offer viable alternatives to retail government securities, with a special focus on alternative investments.

Our Sponsors

PARTICIPANTS OF THE IWS 2019 CONFERENCE:

Aegon Magyarország Befektetési Alapkezelő Zrt., ÁKK, Allianz Global Investors, Amundi Alapkezelő Zrt., Aranykor Önkéntes Nyugdíjpénztár, Bauer Magyarország Kft., Budapest Bank Zrt., CIB Bank, Concorde Értékpapír Zrt., Day One Capital Kockázati Tőkealap-Kezelő Zrt., Diófa Alapkezelő, Equilor Befektetési Zrt., Erste Bank Hungary Zrt., Erste Private Banking, Estland Kft., Fókusz Takarékszövetkezet, Friedrich Wilhelm Raiffeisen, Generali Alapkezelő, Groupama Biztosító Zrt., HOLD Alapkezelő, Hold Alapkezelő Zrt., Impact Alapkezelő Zrt., ING Bank, JP Morgan Asset Management, K&H Alapkezelő Zrt., K&H Bank Private Banking, K&H Bank Zrt., KBC Securities Magyarországi Fióktelepe, Magyar Nemzeti Bank, Magyar Posta Zrt., Magyar Takarékszövetkezeti Bank Zrt., Mapalsa Kft., MKB Bank Private Banking, MKB-Pannónia Alapkezelő, OTP Alapkezelő, OTP Bank Nyrt., OTP Bank, Elemzési Központ, Portfóliókezelő, Raiffeisen Bank Zrt., Raiffeisen Privátbank, Raiffeisen Alapkezelő, Refinitiv, SPB Private Banking, Takarék Csoport, Takarékbank, Takarékbank Zrt. …

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

Contact

Program

Ágnes Árgyelán

Sponsorship

Sándor Takács

Organisation, general questions

Kata Tóth
Lili Mádai
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