Wealth Management 2008

Date: 27th May 2008

Location: Hilton Budapest WestEnd

A vagyonkezelés kihívásai a változó piacon
Modern befektetési struktúrák: termékfejlesztés a 21. században
"A gyártól a fogyasztóig" - a disztribúció szerepe

Private Banking
Professzionális vagyonkezelési technikák

Our speakers among others

Bálint Attila
Director
Raiffeisen Private Banking

Baranyai Zoltán
értékesítési vezető
ING Alapkezelő

Benczédi Balázs
CEO
MKB-Pannónia Alapkezelő

Bereczki Zoltán
igazgató
BNP Paribas Alapkezelő

Bilibók Botond
CEO
Hold Alapkezelő

Bozsik Balázs
vezérigazgatói tanácsadó
Budapesti Értéktőzsde

Dr. Dietz Miklós CFA
Partner
McKinsey & Company

Dr. Paul Doralt
Partner
Dorda Brugger Jordis

Michelle Dunne
igazgató
Credit Suisse

Gecser Ottó
vezérigazgató
BROKERNET Investment Holding Zrt

Gorogh Peter
Redistribution Manager - Fund Services
Standard & Poor's

Hamecz István
elnök-vezérigazgató
OTP Alapkezelő

Heim Péter
elnök-vezérigazgató
AEGON Magyarország Befektetési Alapkezelő Zrt.

Sorin Ionescu
Director
Deutsche Bank

Katona Ildikó
Deputy-CEO
MKB Bank Zrt.

Konkoly Miklós
CEO
Generali Alapkezelő

Günther Mandl
Head of division asset management CEE
Erste Sparinvest

Andrea McEwen
Country Head CEE
Raiffeisen Capital Management

Nagy Zoltán
vezérigazgató
IE Alapkezelő

Sudár Gábor
Director
OTP Bank Nyrt. Compliance Főosztály

Szalai Sándor
elnök
BAMOSZ

Varga Szabolcs
vezérigazgató
Bank Gutmann

Vízkeleti Sándor
President of BAMOSZ
Amundi Alapkezelő Zrt.

Dr. Dominique Wohnlich
Director, Credit Suisse Asset Management
Credit Suisse, Zurich, Switzerland

Zobor Zsuzsa
vezérigazgató
K&H Alapkezelő

All speakers

Why you should come?

The most dynamically developing part of the global wealth management market is wealth management services. This industry globally realizes salient growth and powerful profits in even the most rigorous market environment. In Hungary, thanks to the remarkable market potential, the acquisition of new clients is the key issue, although the quality of services is sensibly closer to the mostly accepted western European level.

Video of the Wealth Management 2008 Conference:
(lakasportal.hu)

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!
It is mandatory 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

This services could not exist without the asset management know how behind it, or a strong market knowledge. That is why we at Portfolio.hu try to give you a broaden perspective of modern wealth managements newest developments, and the trustees answers to the ever changing markets challenges.

Hot topics:

 Wealth managements challenges on the ever changing markets
 Modern investment structures: product development in the 21st century
 “From the blue prints to the customer" - the role of distribution
 Private banking
 Professional wealth management techniques

Target audience:

Our conference can give useful knowledge to
1. Private banks, private portfolio managing financial corporations
2. Fund managers
3. Independent financial advisors
4. Pension funds and other institutional investors
5. Institutions participating in investment products distribution

The Portfolio.hu 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.

Additional Information:

Program - András SOMI, analyst, tel.: 428-9062, e-mail: somi@portfolio.hu
Sponsorship - Balázs AGÓCS, sales director, tel.: 327-4088, e-mail: agocs@portfolio.hu