Partners of the 2022 edition
CFA Society Poland Annual Conference is the result of several months of efforts by the CFA Society Poland project team and official event partners.
Strategic Partners
Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide help investors to make important credit judgments with confidence. Fitch Group is a global leader in financial information, providing critical insights that inform better decision-making in financial markets. With operations in more than 30 countries, Fitch Group is comprised of: Fitch Ratings, a global leader in credit ratings and research; Fitch Solutions, an authority in credit and macro intelligence providing fixed-income products and services to the global financial community; and Fitch Learning, a preeminent source of training and professional development. Fitch Group is owned by Hearst, a leader in diversified media, information and services.
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it’s our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life’s questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland (our awards https://www.ubs.com/awards). With more than 71,000 colleagues around the world, we collaborate across all major financial centers in 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us).
Partners
Asseco Poland is the largest Polish IT company listed on the Warsaw Stock Exchange (WSE/GPW). It has developed technologically advanced software solutions for all key sectors of the economy for 30 years. Today, Asseco Poland stands at the forefront of the multinational Asseco Group. Asseco Poland is the number one provider of state-of-the-art IT solutions in Central and Eastern Europe. Moreover, Asseco is one of the largest software vendors in Europe. The company is present in 60 countries worldwide and employs 30.8 thousand people.
Bank Gospodarstwa Krajowego (BGK) is a Polish development bank — the only institution of this type in Poland. Bank’s mission is to support the sustainable social and economic growth of our country. In 2025 the bank wants to be the leader in creating and implementing programmes that enhance a stable and competitive economy, supported by strong social capital. BGK responds to major development challenges in key areas of the economy, cooperates with the market and stabilizes it, and also adjusts its activities to emerging needs, trends and market challenges through BGK strategy pillars and programmes. The bank initiates and develops cooperation between business, the public sector and financial institutions to counter the negative effects of the cyclicality of the economy. BGK supports the development of the Polish industry and its competitiveness, finances the largest infrastructural investment projects, provides Poles with greater access to the housing market and supports the activity of Polish companies, both domestically and internationally.
BOS is one of Poland’s 20 largest banks. Since 1997 its shares have been traded in the primary market of the Warsaw Stock Exchange. Bank’s major shareholder is the National Fund for Environmental Protection and Water Management (NFEP&WM). BOS is very active in the field of environment protection being a leader of the Polish banking sector in supporting pro-ecological projects. It also pursues a number of projects within the area of social responsibility of business. The bank offers unique financial products dedicated to supporting environmental investments both for individual and corporate customers. BOS is also a universal Bank offering a full spectrum of retail and corporate banking products (the offer of BOS targets individual and institutional customers, including SMEs).
The Warsaw Stock Exchange (GPW) operates trading platforms for shares, treasury and corporate bonds, derivatives, electricity and gas, and provides indices and benchmarks including WIBOR and WIBID. The index agent FTSE Russell classifies the Polish capital market as a Developed Market since 2018. The markets operated by the GPW Group are the biggest in Central and Eastern Europe. The mission is to develop effective mechanisms of capital and commodity flows by providing exchange and clearing services which are competitive in terms of quality and price and address the needs and expectations of our clients: companies, investors, and brokers. The GPW supports economic growth and builds an investment culture. The Warsaw Stock Exchange develops an international capital hub and ensures highest standards and safety of trading based world-class technologies.
KDPW is a central infrastructure institution responsible for the management and supervision of the depository, clearing and settlement system (kdpw_stream) to enable the trading of financial instruments in Poland.
PFR TFI is a part of the PFR Group. It is a team of dozens of high-class specialists who have many years of experience in managing closed-end funds, open-end funds as well as saving and investment products. The company specializes in creating and managing investment funds and managing a collective portfolio of securities. PFR TFI is one of the institutions offering and managing Employee Capital Plans (pol. PPK) and has a unique role – as a designated institution, it ensures the safety of the system and common access to PPK.
Institutional Partners
The Chamber of Brokerage Houses is the largest independent self-governing organization of the employer community of brokerage houses and offices in Poland. The mission of the Chamber of Brokerage Houses is to support the development of a competitive capital market conducive to raising capital by businesses for economic growth and job creation in Poland and to protect investors. The IDM carries out its statutory activities, such as participation in the creation of a legal and economic environment favourable to the accumulation and efficient allocation of capital, and cooperation with government administration and capital market institutions in the initiation, development and improvement of capital market regulations. In carrying out its tasks, the Chamber cooperates with government administration bodies, as well as with the main institutions and local government organizations of the capital market. An important aspect of the Chamber’s activities is also to ensure a high level of professionalism among its brokerage staff.
The Chamber of Commerce of Pension Companies is an economic self-government organization founded in 1999, representing the industry of General Pension Companies, institutions managing Open Pension Funds and Voluntary Pension Funds. The Chamber associates 9 companies to represent the interest of about 15 million of their clients. The Chamber’s members manage assets worth about PLN 160 billion, which they invest mainly in the Polish economy. IGTE leads activities that support the formation of legislation conducive to an effective pension system, develops expertise in the field of pension insurance and the capital market, builds relationships with stakeholders, communicates the results of its work to the public and launches educational initiatives.
The Chamber of Fund and Asset Managers is a self-governing organization of investment funds, with a history of more than 20 years on the Polish market. The chamber represents the fund community, supports their development in Poland, propagates knowledge about funds, develops standards related to fund operations and promotes the idea of long-term saving, using capital market products. The IZFiA membership comprises the most important and largest asset managers in the country, representing the most recognized Polish and foreign financial brands. The Chamber also gathers the largest providers of outsourcing services to investment fund companies, general pension companies and insurance companies, inter alia, in the field of servicing investment funds and open pension funds.
The Association of Individual Investors is the largest organization of stock market investors in Poland, which has been operating since 1999 and is affiliated with the European investor organizations EuroFinuse and EuroInvestors and the World Federation of Investors Corporation (WFIC). SII has nearly 13,000 members. The association focuses on supporting individual investors. SII’s activities are built on three main pillars: education and analysis, protection of rights and opinion-making activities and influencing the legislative process, and discounts for investors.
The Polish Banks Union is a self-governing organization that unites banks in Poland. The Union was established in January 1991 and operates on the basis of the Act on Chambers of Commerce of May 30, 1989. The mission of the Polish Banks Union is to work for the creation of conditions for sustainable development of the Polish banking sector, to support the economic growth of the country by banks and the single European market for financial services and to strengthen the role of Polish banks. Membership in the Union is voluntary and includes banks operating in the territory of the Republic of Poland, established and operating in accordance with the norms of Polish law. A total of 106 commercial banks, branches of credit institutions and co-operative banks belong to the Polish Banks Union, whose assets cover more than 95 percents of the banking sector in Poland.
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.