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Tájékozódjon eseményeinkről 6 iparágban: Offline és Online konferenciák

Investment 2016

Date: 22nd March 2016  

Location: Zara Continental Hotel, Budapest


  • What kinds of product developments are expected in the private banking and investment fund markets?
  • How much lower can oil prices go?
  • Where to transfer our money to preserve it?
  • What new marketing channels could boost the sale of investment funds?
  • Money market funds vs. state securities: when will the tide turn?
  • China winning over the markets with checkmate?
  • How does the duplicity of the Fed interest raise and the ECB quantitative loosening affect the Hungarian bond and share market?
  • What changes will the MiFID II bring?
  • What can we expect in 2016 in the premium bank market?
  • Robot-consultancy, lower expenses – is it that simple?

Our speakers among others

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Al-Hilal István
Fidelity International
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András Bence
senior member, Financial Services Advisory
EY Hungary
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Árgyelán Ágnes
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Dócs János
CIB Private Banking
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Elek Péter
Investment Director
Dialóg Befektetési Alapkezelő
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Corrado Gaudenzi
Head of Quantitative Research and Fund Manager
Equity Flexible Funds, Eurizon Capital
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Juscsák György
Executive Director
JP Morgan Asset Management
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Konkoly Miklós
Generali Alapkezelő
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Adam Lessing
Head of Austria and Eastern Europe
Fidelity International
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Franz-Josef Loerch
Client Portfolio Manager
JP Morgan Asset Management
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Végh Richárd
Budapest Stock Exchange
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Zámbó Tibor
Investment Strategist
UniCredit Private Banking

Why you should come?

The Hungarian savings market was clearly all about state securities last year. The volume of state securities held by individuals rose to an all-time high, while the market of investment market stagnated. Due to the current low profit environment, it is hard to find investment opportunities in Hungary that are more attractive than state securities, and as such, the pressure on investment counselors and experts is larger than ever from the clients. The world-market conditions are also not favorable for the Hungarian savings market. The hectic changes of the share and bond markets that defined last year seem to continue this year, and despite the much awaited interest raise made by the Fed, China and the emerging markets still hold investors in check.

Our Sponsors


Budapest Alapkezelo
Budapesti Értéktozsde
JP Morgan

Section Sponsor

In association with


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!
  • We recommend 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

In this market environment changing by the day, the importance of wise investment decisions, personalized services and counsellors who have a clear insight on the market tendencies grow vastly. This unique event organized by Portfolio intends to provide assistance in this situation, aiming for bank, insurance, fund management and other investment counselors. The goal of the Portfolio Investment 2016 conference is to provide information for counsellors and those interested in investment opportunities regarding what investment opportunities should be sought out in such an eventful and unpredictable market environment through the presentations of renowned asset managers in the scope of an afternoon event ending with a reception. The Portfolio Investment 2016 conference is the only event where the experts of the financial sector and those interested in professional investments can hear such a large number of opinions at a single place and time.

The Portfolio conferences are highly renowned for their great opportunities of networking and building business relationships, merely not just giving new professional knowledge. Our aim is not to have a one time occasion event, but creating a yearly international interactive forum about the changes of the market.


  • Adam Lessing, Head of Switzerland, Austria and CEE, Fidelity Worldwide Investment
  • Franz-Josef Loerch, Client Portfolio Manager, JP Morgan Asset Management
  • Corrado Gaudenzi, Head of Quantitative Research and Fund Manager, Equity Flexible Funds, Eurizon Capital
  • István Al-Hilal, Sales Manager, Fidelity Worldwide Investment
  • György Juscsák, Executive Director, JP Morgan Asset Management
  • Miklós Konkoly, CEO, Budapest Alapkezelő
  • Richárd Végh, Director, National Bank of Hungary
  • János Dócs, Director, CIB Private Banking
  • Miklós Konkoly, CEO, Budapest Alapkezelő
  • Tibor Zámbó, Investment Strategist, UniCredit Private Banking
  • Péter Elek, Investment Director, Dialóg Befektetési Alapkezelő
  • Bence András, Economist, OG Research



DATE: 22 March 2016

Location: ZARA Continental Hotel Budapest
Hotel Information, Map & Location

Parking: individually paid

Number of participants: 100-150
Language: Hungarian, English (simultaneous translation)

COST: HUF 39.900 +VAT / person or EUR 129 +VAT / person


- 10% discount is available for 2 registrations,
- 20% on 3 or more

Portfolio Conferences are organized by NET Media Inc, member of Central European Media and Publishing Group. Portfolio Conferences cover 7 different industries and attract more than 8000 participants annually. Portfolio Conferences a leading event hub of the CEE real estate industry as well. We organize real estate focused conferences, business breakfasts and workshops in Belgrade, Budapest and Vienna, which are characterised by high-level networking opportunity and unique professional content.


Who we recommend

Our event can provide useful knowledge to those working in the following areas:
  • premium banking advisors
  • private banking advisors
  • insurance intermediaries
  • counselors of investment service providers
  • product managers
  • and anyone interested in investment and the market currents.


Investment 2016



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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