Partners of the 2023 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

LSEG, Refinitiv, CFA Society Poland Annual Conference

LSEG is one of the world’s leading providers of financial markets infrastructure and delivers financial data, analytics, news, and index products to more than 40,000 customers in 190 countries. We help organizations fund innovation, manage risk, and create jobs by partnering with customers at every point in the trade lifecycle: from informing their pre-trade decisions and executing trades to raising capital, clearing, and optimization. Backed by more than three centuries of experience, innovative technologies, and a team of 23,000 people in 70 countries, we are driving financial stability, empowering economies, and enabling you to grow sustainably.


Bank Gospodarstwa Krajowego (BGK) is a Polish development bank — the only institution of this type in Poland. The 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 programs. The bank initiates and develops cooperation between businesses, 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.

Fitch Ratings, CFA Society Poland Annual Conference

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.

GPW, CFA Society Poland Annual Conference

The WSE Group (WSE CG) is a leading operator of trading platforms, offering a comprehensive suite of services encompassing equities, government and corporate bonds, derivatives, as well as electricity and natural gas trading. Additionally, the group provides key financial indices and benchmarks, notably WIBID and WIBOR. In recognition of its performance and stature, FTSE Russell reclassified the Polish capital market as a developed market in 2018. The markets operated by the WSE CG are the largest in Central and Eastern Europe.. For further details, please visit the official website at

KDPW, CFA Society Poland Annual Conference

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.

Orlen, CFA Society Poland Annual Conference

We are an integrated, multi-utility company, operating in Central Europe and Canada. We provide energy and fuel to over 100 million Europeans, while our advanced products are marketed to over 100 countries across 6 continents. We pursue strengthening our position of a regional leader in energy transition by implementing clean and sustainable technologies, as well as power generation based on low- and zero-emission sources. Our actions are driven by a strategic goal of reaching emission neutrality by 2050.

UBS, CFA Society Poland Annual Conference

For four decades, State Street Global Advisors has served the world’s governments, institutions, and financial advisors. With a rigorous, risk-aware approach built on research, analysis, and market-tested experience, we build from a breadth of indexes and active strategies to create cost-effective solutions. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $3.8 trillion** under our care.

* Pensions & Investments Research Center, as of 12/31/22.
** This figure is presented as of June 30, 2023, and includes approximately $63 billion USD of assets with respect to SPDR products.

UBS, CFA Society Poland Annual Conference

UBS is a global financial institution dedicated to empowering individuals, families, institutions, and corporations to navigate their financial futures with confidence. We offer a holistic range of services, from award-winning wealth management advice and investment banking insights to asset management expertise, along with our distinguished private and corporate banking services in Switzerland. In a significant strategic move in June 2023, Credit Suisse merged with the UBS Group, enhancing our capabilities and reach. This amalgamation has leveraged our combined expertise, values, and scale, positioning us at the forefront of the financial industry. With a presence in over 50 countries spanning all major financial hubs, our diverse team unites under a shared conviction: that our collective strength and continuous pursuit of innovation set us apart. At UBS, we deeply value the diversity in thought, knowledge, and experience, recognizing it as the cornerstone of our enduring success.

Institutional Partners

IDM, CFA Society Poland Annual Conference

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.

IGTE, CFA Society Poland Annual Conference

The Chamber of Commerce of Pension Companies (IGTE) was established in 1999 as an economic self-governing body representing the General Pension Companies sector. This includes institutions managing Open Pension Funds and Voluntary Pension Funds. Currently, the Chamber comprises 7 member companies that collectively represent the interests of approximately 15 million clients. Together, these members manage assets valued at over a hundred billion zlotys, primarily invested in the Polish economy. IGTE actively supports the formulation of legislation favorable to an effective pension system. It also offers expertise in pension security and the capital market, engages with stakeholders, communicates its achievements to the public, and initiates educational efforts.

IZFiA, CFA Society Poland Annual Conference

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.

SII, CFA Society Poland Annual Conference

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 over 19,000 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.

ZBP, CFA Society Poland Annual Conference

The Polish Bank Union is a voluntary, self-governing organization of banks. It operates under the Act on Chambers of Commerce dated May 30, 1989. This Chamber unites banks, credit institution branches, and foreign bank branches that operate within the Republic of Poland and are established under Polish law. The Union’s statutory tasks encompass: representing and safeguarding the shared interests of its members, especially in terms of legal and regulatory guidelines for the banking sector; providing opinions, and expert analyses, and sending representatives to participate in initiatives that promote the Polish economy’s growth. This includes efforts within the framework of the European Union and international collaboration beyond the EU; engaging in social dialogue by offering credible insights into banks’ operations and their contribution to the country’s sustainable economic growth, and ensuring the safety of banking services and deposits. The Polish Bank Association actively contributes to the legislative proceedings of the Sejm and Senate committees. It collaborates with the Chancellery of the President of the Republic of Poland, the Financial Stability Committee, the government, and pertinent ministries. The Association also establishes a platform for fostering cooperation in developing and integrating banking infrastructure firms. Furthermore, it facilitates interbank information exchange, promotes banking product and service standardization, and educates the public about economic matters and the risks of online banking in cyberspace. The Union oversees consumer arbitration proceedings, promotes good banking practices, backs vocational training, and spearheads a program focusing on banking qualification standards.

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.