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Tájékozódjon eseményeinkről 6 iparágban: Offline és Online konferenciák
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Self-Reliance 2021

Date: 21st September 2021  

Location: Marriott Hotel, Budapest

NOTICE

Under Section 6/C, Paragraph (3) of Government Decree 484/2020 (10 November) on the second phase of pandemic defence measures during the state of emergency, our events may only be attended by people immune to the coronavirus

Net Média Zrt. as the organiser has an obligation to verify the immunity of all participants, which they may prove either by an immunity certificate as per Section 2/A of the decree, or the equivalent application-based certificate as per Government Decree  60/2021 (12 February). Both require personal ID as well. Please bring the above documents to the event, as otherwise Net Média Zrt. as organiser has the right and obligation to deny and prevent entry to the event even with a valid ticket, as per Section 6/C Paragraph (5) of the decree.

For more details, click on the Information tab. 

Topics

  • Self-reliance after the pandemic: what will happen to extra savings?
  • How will incumbents take the fight to pretenders?
  • Household asset map: what future awaits investment funds?
  • News in the retail government security market: what will happen to the superbond?
  • Alternative investments: what are customers looking for?
  • What plans do private banking providers have up their sleeves?
  • Retirement savings: how will the market attract new customers?
  • Now that the pension bond has been abandoned, will welfare funds be a solution to the pension problem?

Our speakers among others

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Al-Hilal István
Director
Fidelity International
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Bán Zoltán
CEO
Net Média Zrt. (Portfolio)
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Bencze Lajos
Head of Erste World Segment
Erste Bank Hungary Zrt.
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Benczédi Balázs
CEO
MKB-Pannónia Alapkezelő
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Botos Bálint CFA
Managing Partner
Forestay
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Dr. Farkas András
Founder - Editor in chief
NyugdíjGuru News
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Fischer Bálint
Chief Business Development Officer
Dorsum
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Horváth Krisztián
Partner
Boston Consulting Group
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Illés István
Partner and member of the board
Apelso Trust Zrt.
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Dr. Kálózdi Tamás
Deputy-CEO
Groupama Biztosító Zrt.
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Dr. Kandrács Csaba
Vice President
MNB
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Katona Ildikó
CEO
iPrivate Banking Zrt.
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Dr. Kravalik Gábor
Chairman
Önkéntes Pénztárak Országos Szövetsége (ÖPOSZ)
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Dr. Laki Gábor
Director
Hungarian National Bank
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Lányi András
Managing Director
HUNPénzügyi Tervező Kft.
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Mikesy Álmos
Deputy CEO
Diófa Alapkezelő
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Morafcsik László
Deputy CEO
Fundamenta-Lakáskassza
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Nyitrai Győző
Director
OTP Bank
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Tátrai Bernadett
President - CEO, President of the Board
Fundamenta-Lakáskassza Zrt.
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Tisza Kata
Expert in Intercultural Psychology, Executive Coach
TK CONSULTING
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Vízkeleti Sándor
President of BAMOSZ
Amundi Alapkezelő Zrt.

Why you should come?

The global economy is beginning to recover from the negative spiral caused by the coronavirus. Although early in the pandemic, it seemed savings would also suffer, these fears were short-lived as household savings grew substantially in Hungary just as they did around the world.
 
Household assets held in government securities are nearing HUF 10,000 billion, but investment funds, deposits, stocks and retirement savings have also grown. For pension funds, the good news is that they no longer have to fear a state-owned competitor in the market as the government has abandoned the idea of retirement bonds. But will the market of retirement savings be able to reach younger generations, something it had failed to do so far? What will happen to the concept of welfare funds?
 
Assets managed by private banks also rose to a new record high during the pandemic, even as new, online world order made acquiring new customers substantially more difficult. What are the future expectations of the private banking sector? Will the era of private bankers and personal meetings return, or should we prepare for a virtual future? Will they be able to acquire new customers, or will the increasing wealth of existing customers drive growth in the short term?
 
Meanwhile, the recovery of household consumption represents another new challenge for the self-reliance and savings market. What will happen to the extra savings stockpiled during the pandemic? What tools can market players use to encourage long-term savings? Will digitalisation and online customer service bring changes in this regard? Or will incumbents find that the biggest issue is not consumption but rather fintechs and online investment service providers, which have come to the fore during the pandemic?
 
A lot of exciting questions that we will seek to answer at Portfolio's Self-reliance 2021 conference with the help of professionals from the savings and self-reliance markets.
 

FLEXIBLE TICKET SYSTEM: REGISTER NOW, MODIFY LATER

PLAN AS YOU WISH
In 2021, we are offering all visitors to our conferences, new or old, a more flexible ticket purchase system than ever before. Depending on the pandemic situation and the related legal regulation in effect, we are offering online, offline and hybrid events to our customers. Are you unsure how the current situation will develop, or if you are free the day of a given Portfolio event? We will adapt to you.
DECIDE IN TIME
You may change the type of your purchased ticket, i.e. the mode of your participation, on one occasion at least 10 days before the event. To do so, please let us know at rendezveny@portfolio.hu.
Changing from online to offline ticket:
On-site tickets cost more, so you will need to pay extra to make this change.
Changing from offline to online ticket:
Virtual tickets are cheaper, so we will refund you the difference after the event.

Secure your spot now and make the decision later! We will adapt to you.

Our Sponsors

Gold Sponsor

MKB - Pannónia Alapkezelő

Silver Sponsor

Bronze Sponsor

Official car rental partner

Carbon Offsetting Partner

In association with

Exclusive coffee specialities sponsored by

The sponsor of maximum health and safety

Accessibility Partner

Information about physical participation

IMPORTANT NOTE: We care about our guests and care about safety!

Of course, we must keep in mind that we are living in the shadow of the coronavirus and will continue to do so probably for the next year or two. As such, the Portfolio team is preparing not just a professional programme but also well-considered safety measures devised with the cooperation of experts.

We will take care of

  • contactless, safe entry;
  • suitable seating;
  • online presentations by foreign speakers;
  • a potential cap on the number of visitors;
  • and other event management and safety solutions.

In addition, on-site services such as safe catering will be provided by the ultra-premium event locations we have been working with for years. Being part of recognised five-star franchises, these locations take extra care to ensure the safety of their guests as well as ours.

Information about online participation

Online conference with extras! Unique networking opportunities, live contact, private video calls, interactive rooms, professional sections – the only thing missing is clinking glasses in person. Online tickets are available in unlimited numbers.

To participate, all you need is the following:

  • Chrome web browser and a stable internet connection
  • a computer or smart device (PC, Mac, iPad, iPhone or Android device)
  • the virtual venue of the conference will be hosted on an online conference platform
  • we will send you a link to enter in the days preceding the event
  • you can join in after a quick registration

In case of any technical problems during entry to the event or during the discussion, please write us an email to rendezveny@portfolio.hu.

To view the technical requirements for viewing the conference online, click here.

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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

Who we recommend

Our event can provide useful knowledge to those working in the following areas:
  • Executives and decision-makers from banks, insurers, fund managers and private banks
  • Premium and private bankers
  • Insurance brokers and agents
  • Portfolio and asset managers
  • Property market decision-makers and top executives
  • Brokers and agents
  • Pension fund executives
  • Fintechs and wealth techs

The following companies participated in last year’s conference

Aegon Magyarország Befektetési Alapkezelő Zrt.    Aegon Magyarország Önkéntes Nyugdíjpénztár    Aegon Mo. Pénztárszolgáltató Zrt.    Államadósság Kezelő Központ Zrt.    Allianz Hungária Zrt.    Apelso Trust Zrt.    Aranykor Önkéntes Nyugdíjpénztár    Biztor Alkusz Kft.    BNP Paribas Asset Management    Budapest Bank    Budapesti Értéktőzsde    Chinoin Nyugdíjpénztár    Concorde Értékpapír Zrt.    Dialóg Alapkezelő Zrt.    Diófa Alapkezelő Zrt.    Dorsum Zrt.    Duna House Holding Nyrt.    Erste    Erste Investment    EVK Szakkollégium    Finax Intelligens Befektetés    Fókusz Takarékszövetkezet    Forestay Alapkezelő Zrt.    Forestay Group    Four Gates Hungary Kft.    Fundamenta-Lakáskassza Zrt.    Gemius Hungary Kft.    Generali Alapkezelő Zrt.    Generali Biztosító Zrt.    GRAWE Életbiztosító Zrt.    Groupama Biztosító Zrt.    Hungária Takarék    IBIS InGold as.    Investis Holding Vagyonkezelő Kft.    K&H Bank Private Banking    K&H Bank Zrt.    Magyar Államkincstár    Magyar Nemzeti Bank    Magyar Posta Biztosító Zrt.    Magyar Posta Zrt.    MKB Bank Nyrt.    MKB Nyugdíjpénztár    MKB Private Banking    MKB-Pannónia Alapkezelő Zrt.    MKB-Pannónia Egészség- és Önsegélyező Pénztár    MOL Nyrt.    MTB Magyar Takarékszövetkezeti Bank Zrt.    MÜBSE    NN Biztosító Zrt.    Orha Művek Kft.    OTP Bank    OTP Önkéntes Kiegészítő Nyugdíjpénztár    OVB Vermögensberatung Kft.    Pannónia Nyugdíjpénztár    Pénztárszövetség    Allianz Egészségpénztár    Pénzügyminisztérium    Piac&Profit    Quantis Holding Zrt.    Raiffeisen Bank Zrt.    Richter Gedeon Rt. mellett működő Nyugdíjpénztár    SmartWay Solution    SPB Befektetési Zrt.    UniCredit Bank Hungary Zrt.    UNION Biztosító    Union VIG Biztosító Zrt.    Uniqa Biztosító Zrt.    UNIQA International AG    VOLÁN Egyesülés

Contact

Organisation, general questions

Fruzsina Koncsek
  • Fruzsina Koncsek
  • rendezvényszervező
  •  
  • Phone: +36 1 327 4086
  • Email:

Sponsorship

Zoltán Schultz
  • Zoltán Schultz
  • key account manager
  •  
  • Phone: +36 20 319 9024
  • Email:

Program

Ágnes Árgyelán
  • Ágnes Árgyelán
  • Analyst
  •  
  • Phone: +36-70-391-1588
  • Email:
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