Investment, Wealth and Savings (IWS) 2017 conference

08:30 - 09:00 - Registration and networking

Section I - Markets in the Grip of Political Events

Moderator: István Madár, Senior Analyst, Portfolio

09:00 - 09:05

Introduction, opening speech

Speaker: Sándor Takács, Director of Sales, Portfolio

09:05 - 09:25

The case for dividends in volatile times

Speaker: Hans-Jörg Naumer, Global Head of Capital Markets & Thematic Research, Allianz Global Investors

09:25 - 09:45

What to expect from the European bond yields this year?

Speaker: Zsolt Papp, Client Portfolio Manager, JP Morgan Asset Management

09:45 - 10:05

Stock-market overview: what to buy and what to sell?

Speaker: Adam Lessing, Head of Austria and Eastern Europe, Fidelity International

10:05 - 10:50

Panel discussions: The market is ruled by political risks – What to invest in?

Conversation participants:

István Al-Hilal, értékesítési vezető, Fidelity International
Péter Duronelly CFA, Senior Portfolio Manager, Aegon Magyarország Befektetési Alapkezelő Zrt.
György Juscsák, Executive Director, JP Morgan Asset Management
Hans-Jörg Naumer, Global Head of Capital Markets & Thematic Research, Allianz Global Investors
Dávid Németh, Senior Analyst, K&H Bank

10:50 - 11:10

Coffee break

Section II - Investment Opportunities and Risks on the Hungarian Market

Moderator: János Bacher, Client Service Director, GfK Hungária

11:10 - 11:40

What are ÁKK’s plans on the Hungarian government bond market?

Speaker: György Barcza, CEO, Government Debt Management Agency

11:40 - 12:30

Panel discussions: What kind of products could the premium and private banking segments use to compete with government bonds?

Conversation participants:

István Horváth CFA, Director, K&H Bank Private Banking
Tamás Parádi-Varga, CEO, SPB Befektetési Zrt.
Károly Régely, elnökségi tag, Befektetési Szolgáltatók Szövetsége
László Somlai, Head of Sales Department, Erste Private Banking

12:30 - 13:40

Lunch break

Section III/A - Digitalization and the Future of the Hungarian Asset Management

Moderator: Márton Suppan, Founder, CEO, Peak Financial Services

13:40 - 14:00

FinTech: Innovations and novelties on the Hungarian financial market

Speaker: Levente Jánoskuti, Partner, McKinsey & Company

14:00 - 14:20

Robot advisers gaining ground in the field of asset management

Speaker: Balázs Faluvégi, senior elemző, Portfolio

14:20 - 15:10

Panel discussions: What effects does digitalization have on asset management and private banking?

Conversation participants:

Balázs Faluvégi, senior elemző, Portfolio
Attila Halmai, digitális szegmensigazgató, MKB Bank
Levente Jánoskuti, Partner, McKinsey & Company
Imre Rokob, Business Development Director, Dorsum

Section III/B - Sales and product development challenges under MiFID II

Moderator: Ágnes Árgyelán, Analyst, Portfolio

13:40 - 14:10

MiFID II: What are the biggest pitfalls of the new system?

Speaker: Zsolt Nagygyörgy, Compliance Officer, Magyar Fejlesztési Bank

14:10 - 14:40

Product development and sales in MiFID II

Speaker: Attila Bálint, vezérigazgató, Raiffeisen Privátbank, Raiffeisen Alapkezelő

14:40 - 15:10

What is the role of the Hungarian National Bank in the introduction of MiFID II in Hungary?

Speaker: Gergő Szeniczey, fogyasztóvédelemért és piacfelügyeletért felelős ügyvezető igazgató, MNB

Section IV - What is waiting for the Hungarian fund management industry?

Moderator: István Horváth CFA, Director, K&H Bank Private Banking

15:10 - 15:55

Panel discussions: What opportunities and risks await the domestic fund management industry in the near future?

Conversation participants:

Péter Kadocsa, elnök-vezérigazgató, AEGON Alapkezelő
Miklós Konkoly, vezérigazgató, Budapest Alapkezelő
Benedek Köves, CEO, OTP Alapkezelő
Péter Schuszter, Chairman-CEO, Head of Investment - Hungary, Generali Alapkezelő, Generali Csoport