Registration

Investment, Wealth and Savings (IWS) 2021

The coronavirus has completely upset the Hungarian savings and investment market, and digitalisation has swiftly conquered places few would have expected before. Online customer service is now an everyday matter, and even those above 60 are feeling increasingly at home in virtual space. But what will remain of all this after the COVID-19 pandemic? Will automated service and DPM continue to gain ground? Or will nothing replace a good private banker? The expectations of investors regarding risks and returns has also changed, with stock, mixed, absolute return and property funds in higher demand in the market of investment funds, while the emerging Robinhood generation has caused major disruptions in stock markets. What new solutions and services can banks and fund managers offer to service yield-hungry customers? Or is it still enough just to keep the MÁP Plus superbond in their portfolios? In this virus-ridden world, Portfolio's Investment, Wealth and Savings (IWS) conference will attempt to outline a framework of the investment, wealth management and savings markets in 2021 for investment professionals, private banking consultants and salespeople with the help of renowned domestic and foreign asset managers and market experts.

Topics

What will the new working style will be after the pandemic? Post-COVID sales solutions
New wealth management directions in 2021 – Digitalisation in full swing
ESG and sustainable investments: the new buzzwords
Change of generation under the shadow of the coronavirus
How has customers' expectations of risk and return changed? Have Hungarians become bolder?
Multi-advisory models – New banking solutions come to the fore
Automated service, discretionary wealth management
New regulations and opportunities in the fund manager market – SFDR success fees
Trust wealth management in Hungary
The Robinhood generation vs value investing
Investment opportunities and risks with the eyes of successful portfolio managers
MÁP Plus turns two – What lessons can be learned?

Hódít az új befektetési őrület itthon, de nem csak a hozam számít 

Elképesztő pénzek áramlottak az utóbbi időben a fenntartható és ESG-beefektetésekbe, itthon is egyre több ilyen termék jelenik meg a piacon. A Portfolio Investment, Wealth and Savings (IWS) konferenciáján neves portfóliómenedzserek és befektetési szakemberek járták körbe, miért lehet hosszabb távon is kifizetődő fenntartható alapot választani, miért mutatnak ezek iránt egyre nagyobb keresletet az emberek, és valóban a hozam a döntő tényező a fenntartható befektetések mellett.

Csak nem akar kipukkadni ez a bitcoin-lufi 

Zajlik a Portfolio Investment, Wealth and Savings (IWS) konferenciája, amelynek második szekciójában szó esett arról, hogy bár kezd beindulni a világgazdaság, a befektetők továbbra is számos kockázatot látnak. Az, aki fenntartható befektetésbe tette a pénzét, sokat kereshetett, ezen a területen a dinamikusan változó cégek jelenthetik a legnagyobb lehetőséget a profitnövelésre. Aki pedig arra számít, hogy a kriptodevizák piacának felfutása csak átmeneti, az nagy valószínűséggel téved.

Megtakarítási felsővezetők: nem normális helyzet az, amiben most a koronavírus miatt élünk 

Ugrásszerű növekedést hozott a digitális fejlődésben a magyar szolgáltatóknál a koronavírus, mindenkinek sikerült az átállás, de a megtakarítási piaci felsővezetők úgy látják, nem egy normális üzletmenet az, amiben most vagyunk. A Portfolio Investment, Wealth and Savings (IWS) konferenciáján a piaci felsővezetők elárulták, milyen új intézkedéseket, folyamatokat építettek be az üzletmenetbe az elmúlt évben és azt is, hogy ezek közül melyek lesznek azok, amelyek hosszabb távon is velünk maradnak.

Alapjaiban változott meg a magyarok hozzáállása a kockázathoz a koronavírus alatt 

Az elmúlt egy évben alapjaiban változott meg az ügyfelek kockázatvállalása, elsősorban a vagyonosabb ügyfelek körében lehetett megfigyelni a növekvő kockázati éhséget – hangzott el a Portfolio Investment, Wealth and Savings (IWS) konferenciáján. Szó esett arról is, milyen változásokat hozott a digitális transzformáció a vagyonkezelési piacon.

MNB: a harmadik hullámra egészen másképp reagáltak a magyarok, mint az elsőre 

A háztartások éves pénzügyi megtakarítása historikus csúcsra emelkedett. Már a koronavírust megelőzően is nőttek a lakossági megtakarítások, de a vírus hatására erősödött az óvatosság és emelkedtek a kényszermegtakarítások – mondta el Kuti Zsolt, az MNB monetáris politika és pénzpiaci elemzések igazgatóságának igazgatója a Portfolio Investment, Wealth and Savings (IWS) konferenciáján.

In Focus

Prices

Currency:
HUF
|
EUR
Late bird ticket
24,900 HUF + VAT/person

Prices:

*Above prices contain intermediate services (catering), to which we are not able to apply discounts.

We do not send any kind of ticket or voucher. Each participant is added to the conference registration list upon online check-in, which also includes the lecturers and the sponsors' guests. The participants will only need a business card and a signature at the conference location, entering the event at the registration desk. Following a quick registration our guests may enter the area of the event.

Registration

Silver Sponsor

Amundi
CoinCash
MKB Bank
MKB - Pannónia Alapkezelő

Bronze Sponsor

Diófa Alapkezelő Zrt.

Our Sponsors

Konika_minolta
i-team Magyarország
Become our sponsor
At the forefront of the market: greater reach, stronger branding, a wider network of contacts and new business opportunities. As a sponsor, you will receive enhanced visibility before decision-makers in the domestic economy and business life, and an exclusive opportunity to build direct relationships. Our sponsorship packages are optimized for B2B or even B2C marketing goals – brand building, lead generation, relevant audience. Contact us and let's build your next successful appearance together!
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Who we recommend it to

Business leaders, managers
Representatives of banks
Mutual funds
Premium and private banking consultants and sales staff
Specialists from regulatory and supervisory bodies
Representatives of venture capital companies
Economic and financial managers
Consultants
Lawyers

Information

Location and Schedule

Date: 14th April 2021
Location: Online
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      What Our Participants Say

      Professional recognition, community, experience – read what our participants said about us!

      "The Portfolio conferences are always a real meeting point for key players in the domestic business world. It is an inspiring environment where you not only gain knowledge, but also new perspectives - whether you are present as a speaker or as a listener."

      Várkonyi Balázs
      founder, Extreme Digital, digital investor

      "The Portfolio Private Health Forum stands out in every respect from similar professional conferences. It brings together representatives from the sector in a way that we don't see elsewhere. Seeing this value is why we have become Gold sponsors and why I have been happy to attend each year."

      Dr. Fábián Lajos Károly
      Co-President, VOSZ, President, VOSZ Health Section, Co-Founding Shareholder, TritonLife Group

      "I've been a regular invited speaker here at the Agricultural Conference for about 10 years, I attend every year, so I can say it's worth coming because everyone who matters is here."

      Gyuricza Csaba
      Rector, Hungarian University of Agricultural and Life Sciences

      Galéria

      Frequently Asked Questions

      Participation Conditions, Registration Process and Deadline, and Actions in Case of Full Capacity

      We warmly welcome all interested individuals over the age of 16 who are interested in the event's professional program, would like to participate, and are open to meeting new partners and high-quality networking opportunities.

      You can register for our events on the portfolio.hu/rendezvenyek page on the respective event's subpage by clicking the "registration" button. Due to GDPR compliance, we can only admit participants who have registered online in advance or on-site, and (in case of paid events) have a paid ticket to the event area. Online registration is possible until midnight the day before the event; after that, we welcome interested parties on-site, where our colleagues will gladly assist at the registration desk with ticket purchases or, in the case of free events, ticket collection.

      In case of full capacity, registration on the website closes, and you can only join a waiting list. In this case, on-site ticket purchases are also suspended. Our colleagues will notify registered applicants on the list about possible participation opportunities depending on available spots.

      What payment methods are available? Can I pay on-site?

      The participation fee and other costs (room booking, extras, etc.) can be paid by bank transfer or credit card payment during the registration process. It is important to know that in the two days before the event, only credit card payment is available on our website. In the case of paid events, we cannot guarantee participation without payment of the participation fee.

      On the day of the event, bank card payment is also available at the registration desk with the assistance of our colleagues.

      What should I do if I didn't receive the QR code for entry?

      Our system automatically sends the QR code after the payment has been received and accounted for. In case of free participation, the QR code for entry is sent immediately after registration. Please check the spam, social, and other subfolders in your email system as well. The email will arrive with the subject "Entry ticket for (event name)..." from the noreply@portfolio.hu email address.

      If the QR code still hasn't arrived, please check the payment, as the entry QR code is only sent after the participation fee has been paid. After verifying and confirming the payment, please contact our colleagues at rendezveny@portfolio.hu email address. We cannot provide information by phone; in such cases, we can only help in writing.

      For free events, if you still cannot find the QR code after checking all folders, please contact our colleagues by email.

      In case of interrupted card payment, please contact our colleagues at the above-mentioned email address. Upon request, they can issue an invoice or help restart the process.

      What ticket types and discounts are available? How can I use my discount or sponsor code?

      Various discounts are available at our events; you can learn about these on the current event page by clicking here. Please enter the discount, VIP, or sponsorship contract codes in the unique codes field per participant during the process for validation.

      What does the ticket include, and does the participation fee cover accommodation?

      Please check the Prices menu for the exact content of the ticket. The ticket price does not include accommodation costs. If the booking option is available at the event, you can select and book accommodation during the registration process.

      In what language are the presentations and discussions held?

      The official language of our events is Hungarian. For foreign language presentations and international guests, we provide live or AI simultaneous interpretation in Hungarian and English. Please check the availability of this on the information tab, and our colleagues are happy to help at rendezveny@portfolio.hu email address if you have questions.

      Will the presentations or professional content be available online?

      The presentation materials, to which our speakers have given their consent, will be sent in the thank-you letter after the event. Video and audio recordings will not be shared from the event. Articles and analyses about the event from our experts can be read on Portfolio.hu, Agrárszektor.hu, and Pénzcentrum.hu.

      Name change, cancellation

      Online registration is considered an order. Participation in the event requires prior payment of the participation fee. After finalizing and submitting the registration, we do not accept cancellations, we do not refund the ticket. The participation fee must be paid even in case of absence from the event.

      After full payment of the participation fee, however, participation can be transferred. In case of a name change, please write to rendezveny@portfolio.hu email address, our colleagues will send a code with which the incoming participant must also be registered on our site, according to our data management policy. On the day of the event, on-site, colleagues can also help if a name change is necessary due to a sudden event.

      Further information can be found under the Prices tab.

      Supporter and sponsor opportunities

      If you would like to enquire about speaking or sponsorship opportunities, please contact our colleagues here.

      Contact

      Organization, General Questions
      Fruzsina Koncsek
      Fruzsina Koncsek
      rendezvényszervező
      Phone: +36 1 327 4086
      E-mail:
      Program
      Ágnes Árgyelán
      Ágnes Árgyelán
      Analyst
      Phone: +36-70-391-1588
      E-mail:
      Sponsorship
      Zoltán Schultz
      Zoltán Schultz
      key account sales partner
      Phone: +36 20 319 9024
      E-mail:
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