CFA Society Poland Annual Conference – 2024 Edition
An event created by professionals, for professionals in finance and investment.
Join us for the 13th edition of one of the premier conferences in the market – the CFA Society Poland Annual Conference, where financial professionals from across the capital markets come together.
At our flagship event, with over 200 attendees, we’ll explore key issues currently shaping the world of finance. These include the most important global presidential elections, Poland’s upcoming 2025 EU presidency, and private equity as a driving force for energy and strategic transformation. We’ll also take a fresh look at sustainable finance, with a focus on ESG engagement.
What the CFA Society Poland Annual Conference offers:
Insights from both Polish and international experts
Thought leadership from senior executives of global investment banks
In-depth, practical discussions on finance
A broad range of topics viewed from multiple perspectives
Excellent networking opportunities with professionals at all levels, including CEOs, CFOs, portfolio managers, asset managers, research heads, investment and financial analysts, risk experts, ESG specialists, ETF experts, strategists, and auditors
Two days of panel discussions, keynote speeches, and presentations, where experts provide clear, insightful analysis on finance and capital markets
A celebration of the CFA community, with access to C-level leaders from top investment firms, brokerage houses, banks, and government institutions
In previous editions, we’ve welcomed renowned speakers such as David Stockman, John Hulsman, Malcolm White, Marc Faber, and Professor Aswath Damodaran.
Who Are We? We are a professional organization that connects individuals involved in investment decision-making and financial management. In Poland, we represent a community of over 700 professionals who have earned the prestigious CFA designation. Globally, there are more than 200,000 CFA charterholders as of 2023. The CFA program covers areas such as financial instrument analysis and valuation, portfolio management, corporate finance, financial reporting, and ethics.
The CFA brand is synonymous with the highest standard of education. In addition to the CFA designation, financial professionals can expand their expertise in areas such as:
Edition of one of the most important investment events
0
Investment professionals
0
Experts representing various fields of knowledge and expertise
Speakers. CFA Society Poland Annual Conference 2023
The CFA Society Poland Annual Conference is first and foremost an event that brings together many often different perspectives in one place thanks to the participation of well-known experts in the investment market..
Chieg ESG Specialist
Aleksandra Wojnowska
KGHM Polska Miedź
Neuroscientist
Alicja Puścian, PhD
M. Nencki Institute of Experimental Biology PAS
Sales Director
Anna Grygiel-Tomaszewska, PhD
Baltic Capital TFI
Associate Director, Global Infrastructure & Project Finance Ratings, EMEA
Antoine Pavageau
Fitch Ratings
Vice President, Chief Investment Officer
Bartosz Pawłowski, CFA
CFA Society Poland and mTFI
Vice President for Corporate Affairs
Dalida Gepfert
Enea Group
Assistant Professor
Dr. habil. Katarzyna Sekscińska
University of Warsaw
Chief Economist
Freya Beamish
TS Lombard
Senior Investment Manager
Gordon Kearney
State Street Global Advisors
CEO
Izabela Kozakiewicz-Frańczak
TrampkiNaGieldzie.pl Foundation
CEO
Kazimierz Szpak, CFA
BETA TFI
Director of Asset Management Department
Konrad Augustyński
Alior TFI
Member
Ludwik Kotecki
Monetary Policy Council
CEO │ Partner
Ludwik Sobolewski, PhD
Better Europe EuSEF ASI │ Qualia AdVisory
Portfolio Manager, Investment Solutions Group
Małgorzata Krawczyk, CFA
State Street Global Advisors
Vice President
Marcin Adamczyk
Vinci
Director of Brokerage
Marcin Wlazło
Pekao
Director of Financing for Poland’s Nuclear Power Plant Project │ Vice President
Marcin Żółtek
EFPA Poland
CEO
Marek Jeleśniański
Oxido
Investment Officer
Mark Capstick, BA (Hons)
Colchester Global Investors
Member of the Management Board
Mateusz Szczurek, PhD
Bank Gospodarstwa Krajowego
CEO
Michał Duniec
Analizy Online
Vice President
Michał Masłowski, PhD
Polish Association of Individual Investors
Journalist
Patrycjusz Wyżga
Wirtualna Polska and Radio 357
Managing Director of the Investment Division
Piotr Bogus
Polish Development Fund
Director, Capital Market Division
Piotr Koziński
Polish Financial Supervision Authority Office
President of the Management Board
Piotr Matczuk
Polish Development Fund
President of the Management Board
Prof. Krzysztof Jajuga
CFA Society Poland
Deputy Dean of the School of Social Science
Prof. Tomasz Płudowski
University of Economics and Human Sciences
Vice President, Branch Director
Przemysław Barankiewicz, CFA
CFA Society Poland and Finax
Zarządzająca Portfelem, Systematic Equity Beta
Renata Góralska-Rożek, CFA
State Street Global Advisors
Sean Costello, Sean Costello, Managing Director, Head of EMEA Corporates, BRM
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.
