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
Colchester Global Investors is a privately owned investment management firm offering value oriented, global bond management services. Chairman and CIO Ian Sims founded the asset management business in 1999. Colchester’s headquarters are located in London. The firm also has offices in New York, Singapore, Dublin, Sydney, Dubai, Madrid and Munich.
Colchester has funds under management of approximately US$25bn across four core strategies being global sovereign bonds, global inflation-linked bonds, local currency emerging market debt and an alpha program. The firm manages assets for global institutions including Corporate and Public Pension Funds, Foundations, Endowments, Insurance and Sovereign Wealth clients across the world.
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.
Partners
Bank Gospodarstwa Krajowego (BGK) is a state development bank that has been playing a key role in supporting Poland’s socio-economic growth for nearly 100 years. Founded in 1924 by Prime Minister Władysław Grabski, BGK serves as a center of expertise in financing infrastructure projects, export, and fostering entrepreneurship. The bank also manages EU funds and government financial programs. BGK is involved in programs that improve the housing market and supports Polish exporters by mitigating trade risks.
Biuro Maklerskie Pekao, part of the Pekao Group, is one of the key institutions in the Polish capital market. As an integral part of the financial services offered by Bank Pekao, it provides a wide range of brokerage services for both individual and institutional clients. Biuro Maklerskie Pekao plays a strategic role in developing investment banking services in Poland by offering innovative solutions and access to financial markets. Bank Pekao S.A., established in 1929, is one of the oldest and largest financial institutions in Poland and Central and Eastern Europe. As part of this group, Biuro Maklerskie Pekao is an important participant in the capital market, providing investment advisory services, financial instrument trading, and brokerage services
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.
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 www.gpw.pl.
The Polish Development Fund (PFR) is a state-owned financial group designed to support the development of businesses, local governments, and individuals through financial instruments and investments in Poland’s social and economic growth. Since its establishment in 2016, PFR has provided comprehensive investment, capital, and insurance support for key strategic projects, fostering innovation and long-term economic development. The PFR Group integrates the activities of institutions like the Industrial Development Agency, the Polish Investment and Trade Agency, and Bank Gospodarstwa Krajowego.
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 index and active strategies to create cost-effective solutions. As pioneers in index and ETF investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $4.37 trillion** under our care.
*Pensions & Investments Research Center, as of 12/31/23.
**This figure is presented as of June 30, 2024 and includes ETF AUM of $1,393.92 billion USD of which approximately $69.35 billion USD is in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.
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
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 (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.
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 Polish Private Equity and Venture Capital Association (PSIK) represents the interests of private equity and venture capital funds operating in Poland. Founded in 2002, PSIK promotes the development of the capital investment sector and fosters relationships between investment funds and entrepreneurs. The association is committed to building the investment market by organizing training sessions, networking events, and educational initiatives for financial professionals. PSIK is also an institutional partner of numerous industry events and actively participates in shaping the future of Poland’s capital market.
CFA Society Poland was founded in 2004 and is one of the 157 local societies of the international CFA Institute. The organization is present in 70 countries and brings together nearly 200,000 finance professionals across more than 164 countries. CFA Society Poland promotes and implements the highest ethical and educational standards in the investment industry in Poland.