2021 CFA Society Poland
Annual Conference

This September, CFA Society Poland, the official host invites to the next edition of the CFA Society Poland Annual Conference — an event addressed to a wide range of professionals representing the financial market. We will be hosting Polish and international experts in our panel discussions and presentations. Join our conference & check the agenda of ideas and challenges in the new world of finance. Find out what will improve investment decisions in the future.

The conference will be a hybrid event. We will be combining both in-person and virtual experiences. Register today.

To emphasize the importance of the September event, we chose a prestigious location as the venue for the conference — Warszawianka Hotel, located by the Zegrze Reservoir. Participation with provided accommodation during this year's CFA Society Poland Annual Conference is dedicated to members of our Society and guests invited by the host.

Please note: the local CFA community and invited guests are more than welcome to join our workshops on September 23, 2021 (you may participate online or offline). This year we invited as an instructor prof. Aswath Damodaran — an international expert in valuation, portfolio management and applied corporate finance. The workshop will be led remotely. 

23—24
September
2021
5 hours
of unique workshops
+30 Polish & international
experts
A prestigious event
for finance professionals

WORKSHOPS | 23.09.2021

ONLINE or OFFLINE: free for CFA Society Poland members and invited guests (please note: an accommodation booking has been closed September 13, 2021, 11 AM CEST; the organizer provides free shuttle bus transportation to Warszawianka Hotel)

CFA Society Poland is going to organize two unique and really interesting workshops for members and invited guests. The workshop part of the CFA Society Poland Annual Conference will be a hybrid event. The host will provide access to workshops both online and offline. In this year's edition, one of the workshops about ESG will be led by an international expert — prof. Aswath Damodaran. The workshop will be led remotely.

CONFERENCE | 24.09.2021

ONLINE: free for all professionals
OFFLINE: free for CFA Society Poland members and invited guests (an accommodation booking has been closed September 13, 2021, 11 AM CEST; the organizer provides free shuttle bus transportation to Warszawianka Hotel)

For over a decade, CFA Society Poland Annual Conference has been an extremely inspiring event gathering market experts and finance professionals. This time we created a really interesting agenda with important speeches and debateds in such areas as European regulations, Capital Market Development Strategy, ESG or the future of the VC market. Due to the current epidemic situation in Poland, the conference part will be held as a hybrid event. The offline conference is dedicated to our members and invited guests. Online transmission (an access to the whole agenda) is available for every professional passionate about the capital market. This year, keynote speakers will be Jacek Jastrzębski, Chair of the KNF (the Polish Financial Supervision Authority) and Łukasz Hardt, Member of the Monetary Policy Council.

THE GENERAL ASSEMBLY FOR MEMBERS | 24.09.2021

ONLINE/OFFLINE: only for CFA Society Poland members

Please be informed that during the CFA Society Poland Annual Conference we will organize the General Assembly of Members. The event is dedicated only for CFA Society Poland members. The official invitation will be sent to all members in a separate email. The general assembly will be held for you to attend in person or virtually September 24, Friday, 5 PM CEST.

The Agenda
The CFA Society Poland Annual Conference

We kindly invite you to check our current conference agenda. The conference will be held in English and Polish.
Join our event online or offline.
THE WORKSHOP DAY: September 23, 2021
Workshops (free only for CFA Society Poland members and invited guests)
Participation: ONLINE or OFFLINE

1.30 PM CEST | Check-in at the hotel


1.30 PM — 2.30 PM CEST | Lunch


2.30 PM — 4.30 PM CEST | The Workshop: The Future of Risk Framework. The Holistic View

Over the past 10 years, risk analysis within asset management has transitioned from a "check-the-box" portfolio management function into an essential tool for risk management, portfolio construction and performance enhancement. Today we are at the dawn of a new revolution of the risk framework. With the emergence of big data and alternative datasets, the risk framework has expanded to embrace a new, much broader vision of risk. From the inclusion of liquidity risk, news sentiments analysis and the outstanding importance of ESG and Climate Risk, the investment industry is challenged to re-invent its framework to encompass these risks and their interdependencies.

4.30 PM — 5 PM CEST | A Coffee Break


5 PM — 7 PM CEST | The Workshop: ESG. Over Sold, Over Hyped and Over the Top

ESG (Environmental, Social and Governance) has become the hottest concept in business, with consultants, bankers and investors all looking to it, as the magic bullet. Along the way, it has brought with it some of the emptiest concepts in business, with sustainability taking a lead role. In this session, prof. Damodaran argue that the concept is not just flawed, but fatally so, for many reasons. First, "goodness" is in the eye of the beholder, and assuming that ESG services can somehow find consensus on society’s most debated questions is not delusional but dangerous. Second, the notion that being "good" will make companies more “valuable” is an assertion, not proof in itself. In fact, there is little evidence that being good makes companies more profitable and valuation, though there is some evidence that "not being bad" can be a risk-reducing strategy. Third, the promise that investing in good companies will deliver higher returns is just that, a promise, and the evidence on the link between ESG and returns is weak. In fact, almost all of the payoff from the ESG factor seems to come from tech companies looking better on ESG factors. The workshop will be led remotely by professor directly from New York.

8 PM CEST | A Cocktail

A cocktail evening for members and guests who will join the offline event.

THE CONFERENCE DAY: September 24, 2021
ONLINE free for all professionals | OFFLINE free for CFA Society Members and invited guests

9 AM — 9.10 AM CEST | Opening Remarks


9.10 AM — 9.30 AM CEST | The First Keynote Speech

The speech by prof. Jacek Jastrzębski, Chair of the KNF (Polish Financial Supervision Authority).

9.30 AM — 9.50 AM CEST | The Second Keynote Speech

The speech by Mr. Łukasz Hardt, Member of the Monetary Policy Council.


11.10 AM — 11.20 AM CEST | A Coffee Break




1.30 PM — 2.30 PM CEST | Lunch



3.20 PM — 3.40 PM CEST | A Coffee Break



4.20 PM — 4.50 PM CEST | Presentation

The presentation title: "Improving Investment Decisions in Private Equity in 2021."

4.50 PM — 5 PM CEST | Closing Remarks


7 PM CEST | A Dinner


SPEAKERS
Prof. Aswath Damodaran

Professor of Finance
Stern School of Business
New York University

Aswath Damodaran is the Kerschner Family Chair Professor of Finance at the Stern School of Business at New York University. He teaches the corporate finance and valuation courses in the MBA program. He received his MBA and Ph.D from the University of California at Los Angeles. His research interests lie in valuation, portfolio management and applied corporate finance. He has published in the Journal of Financial and Quantitative Analysis, the Journal of Finance, the Journal of Financial Economics and the Review of Financial Studies. He has written four books on valuation (Damodaran on Valuation, Investment Valuation, The Dark Side of Valuation, The Little Book of Valuation), and two on corporate finance (Corporate Finance: Theory and Practice, Applied Corporate Finance: A User’s Manual). He has co-edited a book on investment management with Peter Bernstein (Investment Management), has a book on investment philosophies (Investment Philosophies) and one on "can’t miss" investment strategies, titled Investment Fables. He also has a book on the relationship between risk and value, Strategic Risk Taking, which takes a big picture view of how risk management affects value. His newest book is titled Narrative and Numbers: The Value of Stories in Business and is about how to connect storytelling to valuation. Aswath was a visiting lecturer at the University of California, Berkeley, from 1984 to 1986, where he received the Earl Cheit Outstanding Teaching Award in 1985. He has been at NYU since 1986, received the Stern School of Business Excellence in Teaching Award (awarded by the graduating class) in 1988, 1991, 1992, 1999, 2001, 2007, 2008, 2009 and 2013, and was the youngest winner of the University-wide Distinguished Teaching Award (in 1990). He was profiled in Business Week as one of the top twelve business school professors in the United States in 1994 and was elected as the most popular business school professor in the US by MBA students across the country in a 2011 survey by Business Week. In 2012, he was chosen as one of the top ten business school professors in the world by Poets and Quants, and his blog, Musings on Markets, was selected by the Times of London as one of the top ten stock market blogs in the world. Of course, as with any finance-oriented post, it should be emphasized that past performance is not an indicator of future results. In addition to his blog, Aswath has an active presence online, on Twitter (@AswathDamodaran) and with his website (www.damodaran.com). His corporate finance and valuation classes are carried online and on iTunes U (with more than 100,000 students on iTunes U) and his online classes were chosen as one of the top ten MOOCs in the world in 2012.
Arthur Orts

Head of Risk
European Buy-Side
Bloomberg L.P.

Arthur Orts has over 7 years of experience within the financial technology industry focusing on buy-side solutions, is a lecturer at the Grenoble University on asset management and holds MSc in Quantitative Finance and MSc in Engineering.
Prof. Łukasz Hardt

Member of the Monetary Policy Council

In 2002, he graduated from the Faculty of Economic Sciences at the University of Warsaw, where he defended his doctoral thesis in 2007 and in 2014 he obtained his postdoctoral degree (habilitation) in Economics. Since 2017 associate professor of economics at the University of Warsaw. He also studied International Economics at the University of Namur (Belgium) for one year. He is head of the Department of Political Economy at the University of Warsaw. He mainly specialises in transaction cost economics, the economics of institutions and regulations and also economic methodology. He has received prestigious awards for his research: a scholarship of the Foundation for Polish Science; a scholarship of the Minister of Science and Higher Education for outstanding young researchers; a scholarship of the weekly "Polityka" as part of the "Stay with us!" campaign, and also in 2014 the Edward Lipiński Award of the Polish Economic Society. He was one of the winners of the first open competition for research projects of the NBP Economic Research Committee, under which he pursued a project on the impact of regulations on the transmission mechanisms of monetary policy. During his academic career, Dr. Łukasz Hardt has worked in the Institute of Economic Sciences of the Polish Academy of Sciences, where he took part in the work of the team of the Macroeconomic Monitoring Programme "Polish Economy – Forecast and Opinions". Dr. Łukasz Hardt was a visiting professor at the University of Cambridge, and also had research internships in universities in Helsinki and Milan, as well as in the London School of Economics and Political Sciences. He is a member of the Committee on Scientific Studies of the Polish Academy of Sciences. He was a member of the Supervisory Board of the Warsaw Stock Exchange. In 2015, President Andrzej Duda appointed him to the National Development Council. On 17 February 2016, the President of the Republic of Poland appointed Dr. Łukasz Hardt to the Monetary Policy Council.
Prof. Jacek Jastrzębski

Chair of the KNF
Polish Financial Supervision Authority

On 23 November 2018, pursuant to the Act of 21 July 2006 on financial market supervision, Prime Minister Mateusz Morawiecki appointed Jacek Jastrzębski as Chair of the Polish Financial Supervision Authority (KNF). Jacek Jastrzębski is one of the leading Polish specialists in law and finance, of well-established professional reputation. He has a legal background as a graduate and professor at the Faculty of Law and Administration of University of Warsaw, as well as economic background as a graduate of SGH Warsaw School of Economics. He has also completed a prestigious ‘Professional LL.M.’ legal programme at University of California, Berkeley (United States). Jacek Jastrzębski used to combine his work in banking with his academic and scientific activities. For more than ten years he acted as Deputy Director of the Legal Department at Powszechna Kasa Oszczędności Bank Polski, and for more than five years he has been employed as Associate Professor at the Department of Civil Law of the Faculty of Law and Administration at University of Warsaw. In 2017, he was recognised in ‘Legal 500’s GC Powerlist: Central and Eastern Europe’, a list of the most influential lawyers in Central and Eastern Europe. As part of his scientific activity, he deals with civil law, commercial law and financial market law, and he is an author/co-author of more than 80 scientific publications. His PhD and habilitation dissertations have received awards from Państwo i Prawo monthly. He participated, as a speaker and host, in a series of national and international conferences, including events regarding financial market.
Pieter Van Putten, CFA

Managing Director
Pelargos Capital

Pieter is Managing Director of Pelargos Capital, a Netherlands based investment boutique specializing in Japanese equities (long/short and long only). He is responsible for business development, operations, finance, IT and compliance. He started his career in 1989 in the institutional asset management division of Commerzbank in Frankfurt. From 1993 he built the asset management operations for the bank in Asia-ex-Japan, first from Hong Kong and later from Singapore. In 2002 he became CEO of Aviva owned Morley Fund Management (Singapore) and from 2003 to 2008 he was managing director for Singapore based China equity specialist APS Asset Management.
Maciej Świderek

Country Manager
Dorsum Investment Software

Country Manager of Dorsum Investment Software, provider of WealthTech solutions for banks and financial institutions. Maciej has over 15 years of experience within banking, financial markets and financial technology sectors. He started his career in Raiffeisen Bank, where, as a Corporate Dealer concluded FX transactions with corporate clients. Then, in Nordea Bank, as a Senior Sales Manager, he was responsible for structuring and sale of currency/interest rate/commodities hedging solutions, as well as investment products. Last 8 years spent at Thomson Reuters/Refinitiv as Proposition Sales Manager CEE, where he was responsible for the regional sale of solutions for the financial sector: information terminals, trading platforms and post-trade/back-office solutions. Maciej is passionate about fintech and technology in general, enjoys sports, good music and good cuisine.
Przemysław Barankiewicz, CFA

Vice President of the Management Board
CFA Society Poland

PhD student at the Wroclaw University of Economics and Business. Economic commentator, and in the past, inter alia, editor-in-chief of Bankier.pl and the online edition of "Puls Biznesu". A graduate of the Cracow University of Economics and the University of Bedfordshire. A blogger at zByka.pl. Currently, the Country Manager of the Finax brokerage house.
Paweł Borys

President of the Management Board
Polish Development Fund

He specializes in investments, management, macroeconomic analyses, strategic and financial planning, as well as company restructuring. He managed large teams and complex projects covering the development and implementation of growth strategies for companies and financial institutions. He started his career in 2000 as the chief economist at the Erste Bank Group in Poland. As of 2001, head of the Analyses Department managing funds, and then Investment Director for the funds managed by the Deutsche Bank Group - Deutsche Asset Management and DWS - the second largest asset management organization in the world. He created the first small and medium businesses fund in Poland, the DWS TOP25, and the first external index at the Warsaw Stock Exchange. From August 2005 to April 2010, he co-developed a Polish company specializing in private equity and venture capital investments, as the Vice-President of the investment and advisory company, AKJ Capital S.A., and the President of the Management Board of AKJ Investment TFI. From May 2010 to April 2016, Managing Director at PKO Bank Polski S.A., responsible for economic analysis, strategy and group development, as well as investor relations. As of 1 May 2016, the CEO of the Polish Development Fund. Chairman of the Supervisory Board of Bank Gospodarstwa Krajowego. Formerly a member of the Stock Exchange Index Committee at the Warsaw Stock Exchange and a member of the Go Global Program Council. In 2013, the Sukces magazine named him one of the best Polish managers before 40.
Ewa Radkowska-Świętoń, CFA

Supervisory Board Member
Kruk
Ipopema Securities

 

Ewa Radkowska-Świętoń currently acts as Supervisory Board Member and Member of the Audit Committee at Kruk S.A. and Ipopema Securities S.A. She is also a member of Oversight Committee of Capital Market Benchmarks at GPW Benchmark and member of Risk Committee at KDPW_CCP. She is an expert at Sustainability and Environment Institute at Lazarski University. She served as a CEO at Skarbiec Towarzystwo Funduszy Inwestycyjnych and Skarbiec Holdings S.A, Chief Investment Officer at Powszechne Towarzystwo Emerytalne Nationale Nederlanden S.A. She worked also as a portfolio manager in Aviva Investors Polska S.A. and ING Investment Management Polska S.A, as well as equity analyst in Centrum Operacji Kapitałowych Banku Handlowego w Warszawie. Ewa is a graduate of Finance and Banking faculty at the Warsaw School of Economics. She is a CFA and FRM charter holder.
Janusz Piechociński

President of the Management Board
Polish-Asian Chamber of Commerce

Janusz Piechociński served as Vice Prime Minister and Minister of Economy of Poland from December 2012 to November 2015. During his service in Ministry of Economy he led multiple business missions, focusing particularly on promoting Polish export and strengthening economic ties, as well as fostering trade relations between the countries. Mr. Piechociński is an economist and has many years of experience in economic analysis and promotion of investment. He is a President of Polish-Asian Chamber of Commerce and an Executive Advisor.
Bartek Ostrowski

APAC Deputy Head of Pricing Strategy and Client Analytics
UBS Wealth Management

Previously at UBS Head of Group Finance and Senior Delivery Head, EMEA-Poland. Prior to UBS worked as Partner at Decius Equity in Mergers and Acquisitions practice, in Private Equity at Cooper Wallace in London/EMEA and as Director and Vice-President in Capital Markets & European Policy Advisory at Chatham Financial. Started career at Deutsche Bank in London within Global Banking. Harvard Business School and Cambridge University graduate.
Maciej Ćwikiewicz

President of the Management Board
PFR Ventures

Maciej Ćwikiewicz has over 15 years of experience in private equity and strategic advisory. Between 2009 and 2014 he was an Investment Director at ARX Equity Partners (a private equity fund investing in medium-sized enterprises in Central and Eastern Europe), where he focused on industrial and service sectors in Poland. In the strategic advisory, Maciej Ćwikiewicz worked, among others, for McKinsey & Co, Kolaja & Partners (now Alvarez & Marsal) or PwC. He advised primarily private equity funds during commercial due diligence or the performance improvement programs. He advised also entrepreneurs-owners of Polish manufacturing companies such as Kross, POCH, or Dr Irena Eris. On selected projects he acted as an interim manager, such as Chief Restructuring Officer for RUCH, Kross, or Sanitec Budfarfor. Maciej Ćwikiewicz gained international experience in the United States, where in 2000-2001 he worked as an Analyst in Aviation Research at Portland International Airport, and also in Indonesia where he worked at Elnusa in 2002. Maciej Ćwikiewicz graduated from the Warsaw School of Economics, Finance and Banking in 2000 and obtained his MBA from the University of Chicago Booth School of Business in 2009. Completed the Venture Capital program at the University of California at Berkeley.
Tony Housh

Chairman
AmCham

Tony Housh, is a strategic policy, business and communications advisor with twenty five years of experience in Poland and CEE. He has advised and assisted companies in a wide range of sectors including defense, energy, innovative technologies and bio-sciences. He has served as the Chairman of AmCham since January 2015. He is a frequent commentator on Polish television outlets as well as on leading radio and has published numerous articles on trade, investment, innovation and security in a wide range of publications. He served as a non-executive board member and audit committee member of the NASDAQ and WSE listed CEDC and participated in transactions totaling well over 1 billion USD. He previously served as the Director of the American Chamber of Commerce and the country officer for Poland, Czech Republic, Slovakia and Albania at the US Department of Treasury. Prior to beginning his work in Poland in the early 1990s, Tony held analyst roles in London and Brussels as well as running two successful US Congressional campaigns. Tony received his MA in European Integration cum laude from Katholieke Universiteit Leuven (Belgium). He is a graduate of the University of Kansas (USA) and was an exchange scholar in Soviet & East European Studies at the University of Essex (UK). He is an alumnus of the Salzburg Seminar. In November 2014 he was awarded the Knights Cross for services to the Republic of Poland by President Komorowski. In January 2018, Tony was appointed as Director for Poland, Central Europe & Baltic Region at Northrop Grumman.
Łukasz Kolano

Senior ESG Expert
Go Responsible

Sustainable Finances and ESG Risk Mamagement Expert, currently with Go Responsible, implemented since 2002 numerous UN and EU programs with UNDP and UNGC, with focus on business partnerships in development and sustainability strategies and standards. Implemented numerous projects on business sustainability & risk management, anticorruption, compliance & ethics, counteracting shadow economy, climate. In 2019–2020 social advisor to the Minister of Finance and Development on sustainable finance. Co-creator of standards, evaluation tools and reporting on SDG's and ESG.
Piotr Serwin

Founder
Fintech Trends Poland

A graduate of Middlesex University, Piotr worked in the City of London as a trader in equities, currencies and interest rate markets. He built an algorithmic trading company from scratch, as well as a personal data advisory company. For the last two years, he served as Chief Investment Officer at TenderHut, one of the fastest growing technology companies in Europe. He also mentors startups in the Huge Thing and Massachusetts Institute of Technology Enterprise Forum acceleration programmes.
Waldemar Markiewicz

President of the Management Board
The Polish Chamber of Brokerage Houses (IDM)
Director of Strategy and Development, Santander Brokerage House

Actively involved in the development of the Polish capital market for more than 20 years. Has extensive experience on the capital market in Poland and abroad. President of the Management Board of the Polish Chamber of Brokerage Houses (IDM) since 2012. Chairman of the Supervisory Board of IDM in 2011 and 2012, Management Board Member of IDM from 1997 to 2010. In 2001 and 2002, served as a representative of the brokerage houses in his capacity as a member of the Supervisory Board of Warsaw Stock Exchange S.A. In response to the initiative undertaken by Waldemar Markiewicz, the Polish Chamber of Brokerage Houses launched a public debate on the need to devise a governmental strategy for the capital market. This led to formulating the Capital Market Development Strategy, which is currently being implemented. Presently, Director of Strategy and Development at the Santander Brokerage House. In 2018–2019 President of the Management Board of Santander Securities S.A. From 1999 to 2018 President of the Management Board of DB Securities S.A. Main founder of the privately-held brokerage house doing business as Pro-Capital SA, which he managed from 1995 to 1999. Graduate of the Faculty of Foreign Trade at the Warsaw School of Planning and Statistics (currently, the Warsaw School of Economics), Master’s degree in economics.
Barbara Nowakowska

Managing Director
The Polish Private Equity and Venture Capital Association (PSIK)

Barbara Nowakowska is the Managing Director of PSIK, the Polish Private Equity and Venture Capital Association, which she joined in 2003. PSIK represents the interests of the Polish private equity/venture capital community and works on promotion and development of the industry. Barbara is a Board Member of Valores Foundation, Poland’s first venture philanthropy fund. She also served as a Member of the Governing Board at European Institute of Innovation and Technology and was an expert on the Polish private equity and venture capital for the European Commission. Her pre-PSIK experience embraces a corporate, private equity and government jobs.
Izabela Olszewska

Member of the Management Board
the Warsaw Stock Exchange

Izabela Olszewska holds a degree from the Department of Finance and Statistics, Warsaw School of Economics, and has completed the PhD study programme at the Department of Economic Sciences, University of Warsaw. She attended the International Institute for Securities Market Development programme offered by the US Securities and Exchange Commission. She has worked on the capital market since 1992, initially as analyst at Bank Handlowy’s Capital Operations Centre and since 1999 with the Warsaw Stock Exchange (GPW). Izabela has held a number of business and sales management functions at GPW, working with investors and companies, both local and international, and was responsible for the development of the product offering of the regulated and alternative markets. Previous to her Board appointment, she was Managing Director for Market Development. Izabela has been Chair of the Supervisory Board of Towarowa Giełda Energii (Polish Power Exchange) since July 2019, and was Member of the Supervisory Board of Bondspot from October 2015 to June 2019. Previously, she a Member of the Board of Directors of Aquis Exchange, London. She is Member of the Advisory Board of Krajowy Depozyt Papierów Wartościowych (Central Securities Depository of Poland).
Małgorzata Rusewicz

President of the Board Management
The Chamber of Fund and Asset Management

A lawyer by education, she also completed post-graduate studies in insurance at the Warsaw School of Economics. In 2013, she was appointed President of the Pension Fund Management Company Chamber, but she has been involved in insurance since the beginning of her professional career, which began in 2002 at the Social Insurance Institution (ZUS). In the following years, she cooperated with the Institute of Labor and Social Affairs and the European Commission as an expert in the labor market and insurance law. In 2005–2007, she was associated with the University of Ghent, participating in the Training and Reporting on European Social Security program. In 2007-2012, she served as Director of the Social Dialog and Labor Relations Department and Coordinator of the Labor Market Council at the Lewiatan Confederation. She has authored a number of publications on insurance law and the labor market. Since January 2020 President of the Board Management in the Chamber of Fund and Asset Management.
Erhard Radatz

ESG Sub-group
Invesco Quantitative Strategies

Erhard Radatz joined Invesco in August 2017 as a portfolio manager focusing on balanced accounts and capital protected products. In 2020, he joined the ESG sub-group of Invesco Quantitative Strategies focusing on developing the integration of ESG criteria into the Factor-based process. Together with his colleagues, he launched a range of ESG focused products, including an active ESG equity ETF and a strategy investing into the Energy Transition. His current research focus is on defining Net Zero Investment Strategies. He started his career as a portfolio manager in Deutsche Asset Management’s institutional Multi Asset and Risk Overlay team. Erhard holds a Master’s degree in Theoretical Physics from the Humboldt University Berlin.
Dr Piotr Sieradzan, CFA

Vice President of the Management Board
CFA Society Poland

Finance & investment practitioner with over 20 years of experience in financial industry, especially in management of assets in Central and Eastern Europe and investment companies’ management. Currently Managing Director at Aforti Holding S.A. and lecturer at Kozminski University, Warsaw. In his career he managed mutual funds, penshion funds with assets over 1 bln USD, an investment bank, brokerage house. For over 6 years he was a shareholder, a CEO and CIO Everest Investment Management S.A. a boutique asset management company. Piotr Sieradzan graduated from Warsaw University (Faculty of Law and Administration) and Warsaw School of Economics (Faculty of Banking and Finance) and received his Ph.D. in Economics from Warsaw School of Economics. A CFA Charterholder since 2004 and Licensed Investment Adviser since 2002. Vice President of CFA Society Poland since 2007, Member of Capital Markets Policy Council since 2019 and EU Standards Advocacy Advisory Committee at CFA Institute since 2015.
Patryk Wasilewski, CFA

Investor Relations Officer
Group Finance
UBS

Jagiellonian University graduate, CFA charterholder. Financial journalist for over 15 years working for a variety of news organizations including Thomson Reuters, Dow Jones, and The Wall Street Journal. Prior to joining UBS responsible for Investor Relations at Asseco Group, Poland’s largest IT company.  
Dr Mirosław Kachniewski

President of the Management Board
Polish Association of Listed Companies (SEG)

Before joining SEG he was employed at the Polish Securities and Exchange Commission, where his main duties were focused at coordination of international cooperation, analyses, as well as information and education policies. Earlier he was an advisor to the Minister of Privatization responsible for negotiations of Poland’s membership in the OECD in the field of foreign direct investment. Former employee of Warsaw School of Economics (International Finance Department), graduate of Foreign Trade Faculty of this school. Author of many economic publications relating mostly to functioning of capital markets, liberalization of capital movements, transborder financial services, integration of EU financial market. Board Member of EuropeanIssuers, previously was serving many important duties at the International Organization of Securities Commissions (IOSCO).
Michał Perlik

Executive Director for Finance Management
Polski Koncern Naftowy ORLEN S.A.

Michał Perlik is a manager with 20 years of experience in finance, business strategies, M&A and investor relations. In 2002–2008, he led the investor relations teams at the PZU Group and ING Bank Śląski. In 2008, he joined the Pelion Group, where from 2010 to 2015 he held the position of Vice President Finance and Business Development of the holding company CEPD NV, in charge of the Group’s retail segment (DOZ Pharmacies, Natura Beauty Stores, Gintarine Vaistine Pharmacies, Norfos Vaistine Pharmacies and DOZ UK Pharmacies). From 2015 to 2016, he served as Head of the Controlling and Investor Relations Office at PKO Bank Hipoteczny, the mortgage arm of Poland’s largest universal bank. Between 2016 and 2018, he was Vice President for Finance at Apteki Cosmedica. Since 2018, he has pursued his career at the ORLEN Group, first at the Investor Relations Office, where he coordinated the project to implement the ‘Orlen in Your Portfolio’ scheme for retail investors, and then went on to serve as Head of the Strategic Projects Office. Since April 2020, as Executive Director for Finance Management he has been responsible for the ORLEN Group’s reporting, treasury and market risk management. Michał Perlik is a graduate of the Warsaw University’s Faculty of Management.
Przemysław Głębocki

President of the Management Board
The Polish Private Equity and Venture Capital Association (PSIK)

Przemysław Głębocki is President of the Polish Private Equity and Venture Capital Association. He is also a Co - Managing Partner and Chief Investment Officer at Accession Capital Partners (previously Mezzanine Management). He serves on boards of Domino’s Pizza Poland, Flukar, Profi, Nettle and Inplus/Cenatorium Group. Accession Capital Partners (previously Mezzanine Management) pioneered mezzanine finance in Central Europe in 2000 and have since evolved to become a one-stop-shop for growth capital to mid-market businesses. It successfully raised above EUR 850 across four funds, helping more than 55 businesses grow – organically and through acquisitions; domestically and abroad. Przemysław Głębocki has nineteen years of experience in private equity and corporate finance in Central Europe. Prior to joining ACP, Przemyslaw was with Ernst & Young ‘s Corporate Finance and Audit departments. He holds a Master Degree in Finance and Banking from the Warsaw School of Economics and has pursued study programs in the U.S. and the Netherlands.
Andrzej Pietrzak

Managing Director
Innova Capital

Andrzej Pietrzak joined Innova in 2013. Previously he worked as an Analyst for Advent International Global Private Equity. Prior to this he did internships with Advent International and UniCredit CAIB. Andrzej Pietrzak graduated from Warsaw School of Economics with a master’s degree in Finance and Accounting and bachelor’s degrees in Finance and Accounting and Management. He has passed all three levels of CFA exams.
Dr Aleksander Kacprzyk

Co-Founder & Managing Partner
Resource Partners

Aleksander has almost 20 years of direct experience of investing in private equity in Poland and CEE region. In 2009 he has co-founded first in Central and Eastern Europe private equity fund specializing in investing in consumer goods, services and adjacent sectors which supports mid and small private enterprises. Resource Partners in the last 12 years has invested over €300 million in 17 companies and supported 6 sizeable add-on acquisitions, 9 investments have been exited. Aleksander, besides sitting on Funds’ Investment Committees, continues to lead investments in e-commerce, cosmetics, healthcare and food production sectors. In 2007 Aleksander joined The Carlyle Group as Director responsible for Central and Eastern European buyout investments. Earlier he was an Investment Director at Enterprise Investors for four years, where he worked on investments in consumer products, business outsourcing and healthcare, which were realized via IPOs on Warsaw Stock Exchange or sales to strategic investors. Aleksander started his professional career as consultant with McKinsey & Co. and he has also worked as an investment banker at Merrill Lynch in London. Earlier, he co-founded a publishing house and worked as the CFO at a start-up trading company. He is a Chairman of University Council at Wroclaw Medical University. He holds a PhD degree in Information Technology, an MBA from the Massachusetts Institute of Technology, and an M.Sc. in Management from the University of Minnesota and he also graduated from the Warsaw School of Economics.
Bartosz Pawłowski, CFA

Vice President of the Management Board
CFA Society Poland

Bartosz Pawłowski, CFA is the Chief Investment Officer of mBank Private Banking where he focuses on asset allocation for both discretionary asset management and investment advisory. Previously he spent almost 10 years in London, initially as Global Head of Emerging Markets Strategy at BNP Paribas and then as a Portfolio Manager at Finisterre Capital, an EM-oriented macro hedge fund. Bartosz holds M.A. in Economics from Warsaw School of Economics and is a CFA charterholder. In co-operation with CFA Society Poland, Bartosz introduced CFA Institute Statement of Investor Rights to mBank Wealth Management. mBank was the first institution in Poland to adopt and use it when dealing with clients. Bartosz was also a judge during two editions of CFA Research Challenge and participated as a panelist in many CFA Society Poland conferences.
Steve Balaban, CFA

Chief Investment Officer
Mink Capital

Steve Balaban, CFA, is a thought leader on private equity with experiences as an investor, advisor and award-winning lecturer. He is the Chief Investment Officer of Mink Capital where he advises, consults and educates family offices on how to invest in private equity. Due to the rising demand from family offices, financial institutions and service providers in private equity, he launched Mink Learning, a private equity education company that offers videos, resources and training to make the complex world of private equity simple. Steve is also an award-winning lecturer at the University of Waterloo where he has created new courses on private equity, wealth management and the international course, a course that takes students to different areas of the world each year. His approach to education is unique as he uses innovative technologies and experiential teaching methods to explain concepts to his students. His passion for teaching resulted in being the only lecturer in the history of the University of Waterloo to win both the Distinguished Teaching Award (Steve Balaban – Distinguished Teaching Award) and the WUSA Excellence in Undergraduate Teaching Award in the same year. In an effort to educate his students and the general public about private equity, Steve launched a one-of-a-kind Private Equity YouTube Channel to make the complex world of private equity simple. This channel has received over 450,000 views and counting: Steve Balaban – Private Equity YouTube Channel. Steve is also a contributing author on the subject of private equity for the CFA Institute and he served on the Board of Directors for the CFA Society Toronto. Prior to Mink Capital and the University of Waterloo, Steve worked at Dunkley Capital where he invested in private equity, including a consolidation of billboard companies throughout Canada where he served as President of Stellar Outdoor Advertising. Steve received a Bachelor of Mathematics from the University of Waterloo, where he graduated on the Dean’s List, and received an Honours Bachelor of Business Administration from Wilfrid Laurier University. He has also earned his Chartered Financial Analyst (CFA) designation. Steve has extensive international experience. He has worked, studied and visited over 85 countries in every continent in the world.
Wojciech Hann

President of the Management Board
BOŚ Bank

Wojciech Hann graduated from the theoretical physics faculty at the University of Wroclaw and MBA (finance) studies at the University of Rochester (USA). He has over 25 years of experience in investment banking and company financing. Mr Hann was involved as advisor in more than fifty transactions, primarily within the energy sector, but also within the banking, machine-building, construction, food, IT, petrochemical and multiple other sectors, both in Poland and Eastern Europe as well as in Turkey. Between 2016 and 2019 Wojciech Hann was a Member of the Management Board of Bank Gospodarstwa Krajowego, supervising the Sales and Products Area. In 2016 he was also managing director of the capital markets department in Ipopema Securities. Prior to that, for 9 years, as a Partner in Deloitte, Mr Hann was in charge of creating and executing projects involving advisory on mergers and takeovers in Central Europe’s energy sector. Between 1998 and 2007 Wojciech Hann worked in UniCredit Markets & Investment Banking/CA IB in Warsaw, and after that in Vienna, where, among others, he was director of Energy&Utilities department.  Mr Hann was also part of Ernst&Young Team in Warsaw.
Magdalena Łapsa-Parczewska, CFA

Managing Director for Capital Market Supervision
The Polish Financial Supervision Authority

Since April 2019 – Managing Director for Capital Market Supervision at the UKNF. In April 2020, appointed as Chair of ESMA’s Advisory Committee on Proportionality (ACP). In January 2021, appointed as Board Member of the European Securities and Markets Authority (ESMA). Before joining the UKNF, Ms. Magdalena Łapsa-Parczewska worked for many years in the capital market, mainly as Portfolio Manager.
Prof. Krzysztof Jajuga

President of the Management Board
CFA Society Poland

President of CFA Society Poland, Professor of Economic Sciences at the Wroclaw University of Economics (title given by the President of Poland in 1992), Head of Finance Management Institute. He is a member in scientific and professional organizations: Member of Executive Board of Committee of Statistics and Econometrics of Polish Academy of Sciences, Member of Executive Board of Committee of Financial Sciences of Polish Academy of Sciences, Member of Executive Board of Committee of Economic Sciences of Polish Academy of Sciences. His research interests are: financial markets and instruments, risk management, corporate finance, real estate, insurance and quantitative methods (econometrics, statistics). He was a member of the Scientific Council of the National Bank of Poland and a member of the Supervisory Board of Warsaw Stock Exchange.

REGISTRATION FORM

During the registration, we ask you to choose a type of event which you would like to participate in. We would like to remind you that the conference will be a hybrid event. We will be combining both in-person and virtual experiences. Therefore, the conference will be held for you to attend in person or virtually. In case of any epidemic changes related to the COVID-19 pandemic, appropriate procedures will be provided by the host to ensure the safety of all participants at the conference.


23 September, Thursday
WORKSHOPS
Please decide on your participation – online or offline

ONLINE (free for CFA Society Poland members and invited guests)
You may attend both

OR

OFFLINE (free for CFA Society Poland members and invited guests)
An accommodation booking has been closed September 13, 2021, 11 AM CEST.
The organizer provides free shuttle bus transportation to Warszawianka Hotel.

ONLINE/OFFLINE for non-members: Professionals outside the organization may contact us via office@cfa.com.pl. A cost of participation in 2 blocks of workshops: 1000 PLN + VAT (live/offline) and 500 PLN + VAT (online).


24 September, Friday
THE CONFERENCE
Please decide on your participation – online or offline

ONLINE (free whole day conference for all participants and professionals)

OR

OFFLINE (free for CFA Society Poland members and invited guests)
An accommodation booking has been closed September 13, 2021, 11 AM CEST.
The organizer provides free shuttle bus transportation to Warszawianka Hotel.

OFFLINE for non-members: Professionals outside the organization may contact us via office@cfa.com.pl. A cost of participation in the conference (live/offline): 500 PLN + VAT.


The General Assembly of Members.
Only for CFA Society Poland members

Please be informed that during the CFA Society Poland Annual Conference we will organize the General Assembly of Members. The event is dedicated only for CFA Society Poland members. The official invitation will be sent to all members in a separate email. The general assembly will be held for you to attend in person or virtually September 24, Friday, 5 PM CEST.


In order to proceed your application please accept following conditions.

To complete a registration form please fill in all checkboxes with (*) symbol.

HOST
MORE ABOUT THE HOST

CFA Society Poland is one of the 159 member societies of CFA Institute. It was established on April 14th, 2004. There are local member societies in more than 70 countries/territories, and have more than 186,000 members in 150 countries/territories.

The Society promotes the highest ethical standards in Polish investment community. CFA Society Poland gathers professionals involved in broadly defined investment and financial management. This group includes portfolio managers, financial analysts, investment advisors, risk managers and many other finance professionals.

 

Contact Person: 

Monika Grabek

Executive Director
Mobile: +48 668 870 211
e-mail: monika.grabek@poland.cfasociety.org

Jakub Jański
Communication Coordinator
Mobile: +48 798 068 139
e-mail: jakub.janski@poland.cfasociety.org

e-mail: office@cfa.com.pl
www.cfapoland.org

STRATEGIC PARTNER
PARTNER
PARTNER
PARTNER
PARTNER
PARTNER
PARTNER
INSTITUTIONAL PATRONAGE