Speakers of 2023 edition

Rafał Matulewicz, CFA Society Poland Annual Conference

Rafał Matulewicz

Vice President, Chief Investment Officer

PKO TFI

Graduate of the Warsaw School of Economics (2002) with a degree in Finance and Banking. Recipient of CEMS (Community of European Management Schools) scholarship at the Stockholm School of Economics. Holder of a UK investment license from the FSA Financial Regulator (“Approved Person”) during his employment in the UK (2002–2009). Rafał has 20 years of experience in fund management and investment banking. From 2007 to 2009 he held a Director position in the interest rate management department at Merrill Lynch in London. Before that, in 2002–2007 he was employed at UBS Investment Bank (London, UK) as an Associate Director in the interest rate and currencies division. At PKO TFI since 2009. He has been in charge of the Asset Management Division since 2012, being involved in the daily supervision of investment risks for all funds, both in the open and closed-end category. Rafał is a member of the Investment Committee and the Risk Management Committee, directly influencing the company’s risk management vision. In 2017 he played a key role in implementing the Murex risk management system. He participates both in the process of creating the PKO TFI product offer as well as in sales of investment products. Rafał actively takes part in many industry conferences. Since 9 July 2021, Rafał has been the Vice President of the Management Board, overseeing investment decision-making at PKO TFI.

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.