We kindly invite you to have a look at the current agenda of the conference, which will be conducted in Polish or English. Each point in the agenda of the event will be hosted in person.
11:00 - 11:10
Opening Remarks: Warm welcome to participants of the 2023 CFA Society Poland Annual Conference
Prof. Krzysztof Jajuga, President, the Board of Directors, CFA Society Poland
11:10 - 11:40
Speaking slot: The role and value of central bank communications
A speech by:
Prof. Joanna Tyrowicz, Member of the Monetary Policy Council
The speech will be streamed online at the cfapoland.org sub-site.
11:40 - 12:50
How to save ESG?
Introductory speech plus discussion panel with:
Nataliya Manifold, Sustainable Finance & Investment Specialist, LSEG
Izabela Olszewska, Member of the Management Board, the Warsaw Stock Exchange
Krzysztof Kamiński, Member of the Board, Millennium TFI, ESG Committee Chairman, CFA Society Poland
Piotr Koziński, Acting Managing Director, Capital Market Supervision Division, Polish Financial Supervision Authority
Stanisław Barański, Director of Sustainability and Energy Transition Office, Orlen
Discussion Moderator: Przemysław Barankiewicz, CFA, Vice President of the Management Board, CFA Society Poland, Branch Director, Finax Poland
12:50 - 14:00
Lunch break
14:00 - 15:10
Global & Local Voices of Market Strategists
A strategist roundtable:
Altaf Kassam, CFA, Managing Director, EMEA Head of Investment Strategy & Research, State Street Global Advisors
Borislav Vladimirov, Senior Emerging Markets Strategist, Goldman Sachs
Laura Cooper, Director, Senior Investment Strategist, BlackRock
Chris Livadas, Managing Director; Proposition Sales Investment & Advisory, LSEG Greece; CEE, LSEG
Rafał Matulewicz, Vice President, Chief Investment Officer, PKO TFI
Discussion moderator: Bartosz Pawłowski, CFA, Vice President, CFA Society Poland, Vice President of the Management Board, Chief Investment Officer, mTFI
15:10 - 15:40
Speaking slot: Your best investment is better communication
A speech by:
Jarosław Kuźniar, CEO, Kuźniar Media
15:40 - 16:10
Coffee break
16:10 - 17:20
Politicians elected. Let's elect policy mix now
An introductory speech plus discussion panel with:
Janusz Jankowiak, Chief Economist, Polish Business Roundtable
Federico Barriga Salazar, Senior Director, Europe Sovereign Team, Fitch Ratings
Paweł Borys, President of the Management Board, Polish Development Fund
Ernest Pytlarczyk, PhD, CFA, Managing Director of Analysis and Digital Transformation Area, Chief Economist, Bank Pekao
Discussion moderator: Izabella Kaminska, Senior Finance Editor, Politico Europe
17:20 - 17:50
How Winning Financial Institutions Are Using AI and Big Data to Gain a Competitive Edge?
A keynote speech by:
Larry Cao, CFA, Former Senior Director, Industry Research, CFA Institute
17:50 - 18:10
Coffee break
18:10 - 19:10
AI – revolution or just another bubble?
A discussion panel with:
Janusz Cieszynski, Digitalisation Minister, Council of Ministers
Larry Cao, CFA, Former Senior Director, Industry Research, CFA Institute
Prof. Włodzisław Duch, Head of the Neurocognitive Laboratory, Center of Modern Interdisciplinary Technologies
Tomasz Żurek, Member of the Management Board, Head of Finance & Treasury Poland, UBS
Discussion moderator: Patrycjusz Wyżga, Journalist, Wirtualna Polska and Radio 357
19:10 - 19:15
Closing Remarks for Day 1
Prof. Krzysztof Jajuga, President, the Board of Directors, CFA Society Poland
19:15 - 00:30
CFA Society Poland’s Party
10:00 - 10:05
Opening Remarks: Commencing Day 2 of the 12th CFA Society Poland Annual Conference
Prof. Krzysztof Jajuga, President, the Board of Directors, CFA Society Poland
10:05 - 11:00
Out of the Finance: Let's Investigate the Counterintelligence
Army Major Anna Grabowska-Siwiec, Former Counterintelligence Officer, the Internal Security Agency
Marcin Faliński, Lieutenant Colonel, Former employee, the Intelligence Agency, author of spy-historical novels
11:00 - 11:30
Speaking slot: Poland in G20
A speech by:
Mateusz Szczurek, PhD, Member of the European Fiscal Board, Chief Economist (CEE region), European Bank for Reconstruction and Development (EBRD)
11:30 - 12:00
Coffee break
12:00 - 13:15
How to survive with Z generation?
A discussion panel with:
Waldemar Markiewicz, President of the Management Board, the Polish Chamber of Brokerage Houses (IDM)
Grzegorz Włodarczyk, Director of the Capital Market Regulation Office, Bank Gospodarstwa Krajowego
Rafał Mikusiński, Deputy Chairman, Polish Financial Supervision Authority
Grzegorz Zawada, CFA, Head of Brokerage, PKO Bank Polski
Discussion Moderator: Prof. Krzysztof Jajuga, President, the Board of Directors, CFA Society Poland
13:15 - 13:20
Closing Remarks: Conclusion of the 12th CFA Society Poland Annual Conference
Prof. Krzysztof Jajuga, President, the Board of Directors, CFA Society Poland
13:20 - 14:10
Lunch break
14:10 - 17:00
Side Event: CFA Society Poland University Meeting
14:10 – 15:00 Prof. Krzysztof Jajuga, President of the Board of Directors, CFA Society Poland: Changes in the CFA Program, Cooperation within The University Affiliation Program
15:00 – 16:00 Prof. Söhnke M. Bartram, Professor of the Department of Finance at Warwick Business School, Industry lecture, Book-to-Market, Mispricing, and the Cross-Section of Corporate Bond Returns
16:00 – 16:40 Ahmed Abou El Saad, CFA, Managing Director, Azimut Egypt Asset Management, CEO, CFA Society Egypt, Best practices in the Society’s cooperation with universities
16:40 – 17:00 Q&A session
CFA Society Poland was founded in 2004 and is one of the largest member societies of the international CFA Institute in the CEE region. CFA Society Poland propagates and implements the highest ethical and educational standards in the field of investment industry performance in Poland. CFA Society Poland is an association of professionals involved in the broadly defined making of investments and financial management.