Join Poland’s premier event for the financial industry, now in its 14th year, hosted by CFA Society Poland. Connect with top-tier experts as we chart the course for the years ahead and gain insights that yield real returns.
Mark your calendar for November 18 and join us at the Crowne Plaza Warsaw — The HUB for a full day of forward-looking discussions. This year’s agenda is designed to tackle the most pressing issues facing the global and local economy.
Key Conference Topics:
The New World Order: A geopolitical outlook from leading experts.
Macroeconomic Strategy: Investment strategists share their vision for the economy.
Cyber Resilience: Fortifying Poland’s economy against digital threats.
The Future of Digital Assets: What’s next for cryptocurrencies, tokenization, and beyond?
Passive Investing Uncovered: Exploring index strategies from multiple, expert perspectives.
Why the CFA Society Poland Annual Conference is a Must-Attend Event:
Global & Local Expertise: Hear from a distinguished lineup of both Polish and international speakers, including senior management from global investment banks.
Content-Rich Agenda: Experience a day of substantive, in-depth financial discussions—no sales pitches, just actionable insights.
Unrivaled C-Level Networking: Connect with an exclusive audience of CEOs, CFOs, portfolio managers, asset managers, heads of research, and key decision-makers from top investment funds, brokerage houses, banks, and public institutions.
Diverse Perspectives: Explore a wide range of critical topics, ensuring a comprehensive view of the capital markets landscape.
Community Celebration: Join the annual gathering for the prestigious community of CFA charterholders and candidates.
Proven Legacy: Our past editions have featured world-renowned speakers, including David Stockman, John Hulsman, Malcolm White, Marc Faber, and Professor Aswath Damodaran.
Be part of a conference with a legacy of over a decade in uniting Poland’s top investment professionals. Secure your place to gain critical knowledge and expand your professional network.
Partners of the 2025 CFA Society Poland Annual Conference
Honorary Patronage
Partners
Training partners
Institutional Partners
Media Partners
Who should attend?
This conference is designed for the professionals who drive market outcomes and shape financial strategy. If you are a decision-maker in the world of finance, this event is for you.
This conference is ideal for:
Investment Analysts and Advisors seeking to deepen their expertise and understand the global trends that shape market-beating recommendations.
Asset and Fund Managers looking for innovative strategies and tools to gain a competitive edge in a rapidly changing environment.
Risk Managers who need to stay ahead of emerging threats—from geopolitical shifts to complex cyber risks.
Executives from Financial Institutions, including banks, brokerage firms, and insurance companies, who want to stay at the forefront of market evolution.
All CFA Charterholders and Candidates who value substantive debate and high-caliber networking with their peers.
Ambitious Students and Young Professionals aspiring to become the next generation of finance leaders and learn directly from the industry’s best.
We’re here to help. For any inquiries regarding the conference, please use the “Ask a question” option below or email us directly at office@cfa.com.pl.
Magdalena Łapsa-Parczewska, CFA, Acting Managing Director of the Division, Capital Market Supervision Division, The Polish Financial Supervision Authority
Magda Oleksiuk, FCCA, Managing Director, CFA Society Poland
10:00 - 11:00
Global Leadership & the New World Order: The Role of the US, China, Russia, and Europe in the Shifting Balance of Power
How to Use ETFs to Beat One Global... ETF? Is it simply impossible?
A panel discussion on the duel initiated by Jacek Lempart in 2022 between the Polish asset manager (TFI) and the VWRA ETF (Vanguard FTSE All-World UCITS ETF), featuring:
Jacek Lempart, founder and CEO of the atlasETF.pl platform
Moderator:Przemysław Barankiewicz, CFA, Director of Finax for Poland and Vice President of the Board, CFA Society Poland
16:30 - 16:45
Przerwa kawowa
16:45 - 17:45
Keynote Address by our Special Guest from Imperial College London. Session Sponsor: UBS
Fireside Chat: Navigating Carbon Transition Risk in Financial Markets
Join Professor Marcin Kacperczyk of Imperial College London for an insightful discussion on one of today’s most critical financial challenges. Moderated by Grzegorz Ledwoń, CFA, Executive Director, Portfolio Manager at UBS Asset Management.
17:45 - 18:30
Ukraine, Poland and the Baltic States. The future of NATO's eastern flank in Putin's world
A conversation between Patrycjusz Wyżga, a journalist at Wirtualna Polska and Radio 357, and Arleta Bojke, a journalist at Kanał Zero and the “Koniec Świata” YouTube channel, an expert in Russian and Ukrainian affairs.
18:30 - 18:50
Presentation of Gen Z Investing survey results
Presentation of the 1st study in Poland, offering an in-depth look at the investment habits of Generation Z in Poland. This project was developed by students for young people, with the support of the CFA Society Poland. The findings will be presented by Oliwia Sobczak, Kamil Ługowski, and Jakub Ostrouch from Kozminski University.
18:50 - 19:20
Meeting for CFA Society Poland members
The meeting will focus on matters relating to CFA Society Poland.
18:50 - 22:00
Dinner for conference participants
Training sessions as part of the conference
Training session: The Most Common Errors in Valuations and Models. Best Practice vs. Real Life (November 17, at 14.00). Learn details » or sign up outside the package » The session is available just in Polish.
Training session: Cryptoassets for Asset Managers – a training in legal, economic, and technological aspects (November 19, at 09.30 till 13.45). Learn details » or sign up outside the package » The session is available just in Polish.
Training session: AI in Finance: Practical Applications (November 19, at 09.30 till 17.00). Learn details » or sign up outside the package » The session is available just in Polish.
Please note: All training courses during the conference are available in Polish.
The cost of participation in the conference, along with one training of your choice, is available in the “Fees and registration” section.
It is also possible to participate in the training outside of the conference. The unit price is on each of the pages dedicated to the training.
Fees & registration
Cost of participation for non-members of CFA Society Poland (conference and one selected training session): PLN 2,190 net + VAT. The price also includes access to continuous coffee service, lunch, and dinner.
Cost of participation for CFA Society Poland members: free of charge. The cost of participation includes access to continuous coffee service, lunch, and dinner. Participation in the training is subject to a fee. The price of participation is available on the website of the selected training session.
Guest Accommodation at the Conference Venue
For your convenience, CFA Society Poland has partnered with the hotels located at the conference venue to offer our attendees an exclusive promotional rate. Simply quote the code CFA2025 when booking to receive a 10% discount on the Best Available Flexible Rate, including breakfast. This offer is subject to room availability. You can choose between two hotels located within the Hub complex at Rondo Daszyńskiego 2, Warsaw:
Please note: Unfortunately, we have reached capacity for this event. We appreciate your interest and wish you the best of luck in securing a spot at a future event. We are pleased to invite you to the next edition of the CFA Society Poland Annual Conference & Workshops 2026.
Koszt i rejestracja
Dziękujemy za zainteresowanie szkoleniem. Z uwagi na duże zainteresowanie wydarzeniem, dotyczącym wprowadzenia do chatGPT, rejestracja została wyłączona.
CFA Society Poland powstało w 2004 roku i jest jednym ze 157 lokalnych stowarzyszeń międzynarodowego CFA Institute. Organizacja obecna jest w 70 krajach i zrzesza blisko 200 tys. przedstawicieli branży finansowej, obecnych w ponad 164 krajach. CFA Society Poland rozpowszechnia i realizuje najwyższe standardy etyczne oraz edukacyjne w zakresie działań branży inwestycyjnej w Polsce.
