CFA Society Poland Annual Conference & Workshops – 2024 Edition
An event created by professionals, for professionals in finance and investment.
Join us for the 14th 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 geopolitics along the lines of Washington, Brussels, Moscow, and Beijing, the next edition of the strategists’ conversation, cybersecurity, cryptocurrencies, or index investing.
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 almost 800 professionals who have earned the prestigious CFA designation. As of 2023, there are more than 200,000 CFA charterholders worldwide. 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
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Investment professionals
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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
Journalist & Author of the YouTube channel
Arleta Bojke
Kanał Zero/"Koniec Świata"
Global Market Strategist
Arnab Das
Invesco
Director of the Automation Development Bureau
Barbara Płucienniczak
Bank Pekao
Business Division Director
Bartłomiej Wichniarz
NASK
Deputy Director of the Financial Market Development Department
Bartosz Drej
Ministry of Finance
President of the Management Board/Vice President of the Board
Bartosz Pawłowski, CFA
mTFI/CFA Society Poland
Vice President for Corporate Affairs
Dalida Gepfert
Enea Group
Assistant Professor
Dr. habil. Katarzyna Sekscińska
University of Warsaw
Senior Director and the Head of Eastern Europe in Sovereigns Group
Erich Arispe
Fitch Ratings
Chief Economist
Freya Beamish
TS Lombard
Senior Investment Manager
Gordon Kearney
State Street Global Advisors
Executive Director, Portfolio Manager
Grzegorz Ledwoń, CFA
UBS Asset Management
CEO
Izabela Kozakiewicz-Frańczak
TrampkiNaGieldzie.pl Foundation
Entrepreneur and Founder
Jacek Lempart
atlasETF.pl
Manager, strategic advisor and the former Minister of State Assets
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.
