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Investment, Wealth and Savings (IWS) 2020

Date: 10th March 2020   Location: Marriott Hotel, Budapest

  • Stock and bond market outlook – Which way are global capital markets headed in 2020?
  • ESG and thematic investments – Are they just a bubble or are they really the future?
  • The savings market in transition – Life along the superbond
  • What new products and services can be used to compete for customers?
  • Discretionary wealth management and the professional uniqueness of private bankers – Where is the dividing line?
  • What new investment funds will fund managers introduce?

Our speakers among others

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Ács Barnabás
Director of Sales Strategy Execution, Investment & Advisory, EMEA
Refinitiv
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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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Bebes András
főosztályvezető-helyettes
ÁKK, Stratégiai Főosztály
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Bilibók Botond
CEO
Hold Alapkezelő
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Biró Gergely
Chairman-CEO
Diófa Alapkezelő
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Botos Bálint CFA
Managing Partner
Forestay
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Bozsik Balázs
vezérigazgatói tanácsadó
Budapesti Értéktőzsde
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Brezina Szabolcs
Tőkepiac és Treasury ügyvezető igazgató
Takarékbank
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Cinkotai Norbert
Head of Research & Content
KBC Equitas
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Cselovszki Róbert
CEO
Erste Investment Ltd.
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Cser Tamás
Senior equity portfolio manager, Partner
Hold Alapkezelő Zrt.
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Dzsubák Attila
Investment Director
MKB-Pannónia Alapkezelő
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Eszter Elemér
Chairman of the HVCA and THBE
Chairman of the Board of PBG-FMC
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Faluvégi Balázs
Co-Founder & Chief Investment Officer
Blueopes Co.
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Fischer Bálint
Banking Innovation Expert
Dorsum
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Gyurcsik Attila
Chief Investment Officer
Accorde Fund Management Plc.
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Gyurkó Dániel
Analyst, portfolio manager
UNION Vienna Insurance Group Biztosító Zrt
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Haás Péter
igazgató
OTP Bank Privát Vagyonkezelési Főosztály
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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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Huszák Dániel
Analyst
Portfolio
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Jancsár Gergely
Head of Sustainability
MOL Group
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Kádár Zsombor
product owner
Aggreg8
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Kállay András
Private Banking Ügyvezető Igazgató és Retail CIO
Raiffeisen Bank International
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Kövesdi Anita
Account Manager
Dorsum
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Kuti Zsolt
Director
MNB
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Madár István
Senior Analyst
Portfolio
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Munkácsi Dávid
portfóliómenedzser
Generali Alapkezelő
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Palkó István
Senior Analyst
Portfolio
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Pallos Noémi
CFA, Deputy-CEO
Diófa Alapkezelő
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Parádi-Varga Tamás
CEO
SPB Befektetési Zrt.
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Pleschinger Gyula Márk
Head of Private Banking
MKB Private Banking
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Pletser Tamás CFA
EMEA Oil & Gas Analyst
Erste Investment
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Raveczky Zsolt
Board Member
Union
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Regős Gábor
Head of Macroeconomics Division
Századvég Economic Research Co.
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Pavlina Solcova
Vice President, Business Development CEE
Allianz Global Investors
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Szabó Zsuzsanna
befektetési szakértő
Raiffeisen Bank
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Sztakó Szabolcs
Senior sales manager
Erste Alapkezelő
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Tardos Gergely
Director
OTP Bank
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Varga Márk
lakossági értékesítési vezető
Amundi Alapkezelő
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Vécsei Péter
intézményi vagyonkezelésért felelős vezető
MKB-Pannónia Alapkezelő
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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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Holger Wehner
CFA, CAIA, Director, Head of Product Specialists Equity Europe
Allianz Global Investors
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Zsiday Viktor
Citadella alap
portfóliókezelő

Why you should come?

The summer of 2019 marked the dawn of a new are in the Hungarian savings market with the introduction of the 'superbond', which has brought a series of changes to market players. Despite good yields, investment funds were unable to attract substantial new investments in 2019, property funds were among the chief casualties of the MÁP+ bond, the amount of stocks held by households is increasing but not fast enough, while cash use has reached unprecedented levels. The market for long-term savings is also changing, wit the government set to introduce retirement bonds in the first half of 2020, while the National Bank of Hungary has proposed setting up welfare funds.


Meanwhile, investors are increasingly into environmental awareness, and this shows in investments as well: investments prioritising environmental, social and governance (ESG) are gaining ground at an astounding rate, while an increasing number of Hungarian fund managers are launching their own ESG or thematic funds and businesses now consider ESG certificates essential.
The morning programme of our conference features several renowned domestic and foreign asset managers and market professionals who will offer investment professionals, private banking consultants and sales personnel a few guidelines on the 2020 investment, wealth management and savings trends, and also on what to invest in if the global economy enters a recession and what to do in a continued bull market.


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. There will be a special focus on ESG and thematic investments.

Our Sponsors

PARTICIPANTS OF THE IWS 2020 CONFERENCE:

Accorde Alapkezelő, Aggreg8, Allianz Global Investors, Amundi Alapkezelő Zrt., ÁKK Zrt., Bank Gutmann, Blueopes Zrt., Budapest Alapkezelő, Budapest Bank Zrt., Budapesti Értéktőzsde, Chairman of the board of PBG-FMC, Citadella alap, Concorde Értékpapír Zrt., Dialog Alapkezelő Zrt., Diófa Alapkezelő, rt., Dorsum Zrt., EVK Szakkollégium, Electool Beszerzési Szolgáltató Kft., Electool Hungary Kft., Erste Alapkezelő, Erste Bank Hungary Zrt., Erste Befektetési Zrt., Finax - Intelligens Befektetés, Forestay Alapkezelő Zrt., Four Gates Hungary Kft., Generali Alapkezelő, Groupama Biztosító Zrt., Hold Alapkezelő Zrt., IBIS InGold as., ING Bank,

K&H Alapkezelő Zrt., K&H Bank Private Banking, K&H Bank Zrt., KBC Equitas, KCG Partners Ügyvédi Társulás, KONKOLYDIRECT, KPMG Tanácsadó Kft., MFB Zrt., MKB  Bank Nyrt., MKB Private Banking, MKB-Pannónia Alapkezelő Zrt., Magyar Nemzeti Bank, MOL Csoport, MTB Magyar Takarékszövetkezeti Bank Zrt., Magyar Nemzeti Bank, Magyar Posta Biztosító Zrt., Magyar Posta Zrt., Mapalsa Kft., MoneyMoon, OTP Alapkezelő Zrt., OTP Bank Nyrt., OTP Privátbank, Partners Holding Kft., RSM Hungary, Raiffeisen Bank Zrt., Raiffeisen Privátbank, Raiffeisen Alapkezelő, Random Capital Zrt., Refinitiv, SET GROUP Nyrt., SPB Befektetési Zrt., Signal Iduna Biztosító Zrt., Századvég Gazdaságkutató Zrt., THBE, UNION Vienna Insurance Group Biztosító 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

Gallery

Investment, Wealth and Savings (IWS) 2020

Contact

Organisation, general questions

Angéla Laczó
  • Angéla Laczó
  • event organizer
  •  
  • Phone: +36 1 646 4383
  • Email:
Gábor Ócsai
  • Gábor Ócsai
  • event organizer
  •  
  • Phone: +36 1 472 2095
  • Email:

Sponsorship

Zoltán Schultz
  • Zoltán Schultz
  • Key-Account Manager
  •  
  • Phone: +36 20 319 9024
  • Email:
Csilla Kiss
  • Csilla Kiss
  • Key-Account Manager
  •  
  • Phone: +36 20 287 3256
  • Email:

Program

Ágnes Árgyelán
  • Ágnes Árgyelán
  • Analyst
  •  
  • Phone: 06/1 770 73 77
  • Email:
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