Speakers of 2023 edition

Grzegorz Zawada, CFA Society Poland Annual Conference

Grzegorz Zawada, CFA

Head of Brokerage

PKO Bank Polski

Mr. Zawada has over 26 years of professional experience within the international financial sector particularly banks and stock exchanges in Poland, the UK, and Saudi Arabia. He was a senior director in several banks and a leader in the securities brokerage businesses. He successfully executed strategic turnarounds of financial institutions and managed several investment banking transactions. As an equity research analyst in the City of London, he covered banks in Central and Eastern Europe and the Middle East as well as South Africa and Turkey. Currently, he is heading PKO Securities — the Brokerage Division of the largest bank in Central Europe — PKO Bank Polski. For five consecutive years, PKO Securities was awarded the Broker of the Year title in Poland. It is also a top player in the equity market as well as an undisputed leader in the Polish ECM market.

Prior to joining PKO Bank Polski, he worked in Riyadh, Saudi Arabia as Head of Corporate Strategy and Performance for Tadawul — Saudi Stock Exchange, where he was responsible for strategy execution and performance management.

In 2016 — 2017, he was a member of the Board of the Polish Development Fund (PFR), and in 2017 — 2018, he was Vice President of the Board responsible for investment banking at the brokerage house Noble Securities.

In the years 2014 — 2016, he was the Deputy CEO and Chief Strategy Officer for the Warsaw Stock Exchange. He was responsible for strategy business development and customer relations. He was Chairman of the Supervisory Board of Bondspot, Deputy Chairman of the Supervisory Board of Towarowa Giełda Energii, and representative of the WSE on the WIBOR Council.

For several years (2000-2007 and 2011-2014) he was managing two brokerage houses in Warsaw Erste Securities Polska and PKO Securities.

From 2007 through 2010 he worked in the City of London for renowned banks such as Nomura, Royal Bank of Scotland, and HSBC as a Director in equity research departments.

He is a graduate of the Warsaw School of Economics and Chicago Booth School of Business, holds an MBA diploma from University of Minnesota, and has been a CFA charterholder since 2003.

KONTAKT

office@cfa.com.pl
www.cfapoland.org

CFA Society Poland powstało w 2004 r. i jest jedną z największych społeczności członkowskich międzynarodowego CFA Institute w regionie CEE. CFA Society Poland rozpowszechnia i realizuje najwyższe standardy etyczne oraz edukacyjne w branży inwestycyjnej w Polsce. CFA Society Poland jest organizacją skupiającą profesjonalistów, mających związek z szeroko pojętym dokonywaniem inwestycji i zarządzaniem finansami.