Agenda
NOVEMBER 7, 2024
DAY 1. THURSDAY: US Election, Active Investing vs. Passive Investing, ESG Engagement
In-person participation
09:45 - 11:15
Maximize Your Impact with CFA
A networking session exclusively for this year’s CFA Program graduates who earned their CFA charter in 2024.
CFA Society Poland will be on hand to talk about the opportunities that are on offer:
- Magda Oleksiuk, FCCA, Managing Director, CFA Society Poland
- Przemysław Barankiewicz, CFA, Branch Manager, Finax, and Vice President of the Management Board, CFA Society Poland
Exploring the career journeys and insights from experienced CFA charterholders in portfolio manager roles at State Street Global Advisors with offering unique perspectives on portfolio management.
- Renata Góralska-Rożek, CFA, Portfolio Manager, Systematic Equity Beta, State Street Global Advisors
- Małgorzata Krawczyk, CFA, Portfolio Manager, Investment Solutions Group, State Street Global Advisors
11:15 - 11:30
Coffee Break
11:30 - 12:00
Official Opening of the CFA Society Poland Annual Conference
Welcome address to the participants of this year’s edition by the organizer and partners.
- Prof. Krzysztof Jajuga, President of the Management Board, CFA Society Poland
- Patrycjusz Wyżga, Journalist, Wirtualna Polska and Radio 357
- Andrzej Domański, CFA, Finance Minister
- Sean Costello, Managing Director, Head of EMEA Corporates, BRM, Fitch Ratings
12:00 - 12:30
Nostalgia and dreams in the financial market
Special address by Ludwik Sobolewski, PhD, CEO, Better Europe EuSEF AS, Managing Partner, Qualia AdVisory
12:30 - 13:00
It’s the economy, stupid? The choice between Kamala Harris and Donald Trump
Tomasz Płudowski, Deputy Dean of the School of Social Science and Associate Professor of the University of Economics and Human Sciences in Warsaw
13:00 - 14:15
Strategists' Panel: New Presidency, New Directions. U.S. Leadership and Its Impact on Global Markets and Geopolitics
A flagship session in the annual program of the CFA Society Poland Annual Conference featuring Polish and international experts. This year’s panelists include:
- Mark Capstick, BA (Hons), Investment Officer, Colchester Global Investors
- Freya Beamish, Chief Economist, TS Lombard
- Gordon Kearney, Senior Investment Manager, State Street Global Advisors
- Mateusz Szczurek, PhD, Member of the Management Board, Bank Gospodarstwa Krajowego
Moderator: Bartosz Pawłowski, CFA, Chief Investment Officer, Vice President of the Management Board, mTFI, and Vice President of the Management Board, CFA Society Poland
14:15 - 15:15
Lunch Break
15:15 - 16:15
The Actives Won't Yield to the Passives
An Oxford-style debate where we will defend or refute the thesis that after a decade of passive investing dominance, active investors will reclaim the leading position. Participants include:
- Kazimierz Szpak, CFA, CEO, BETA Securities Poland SA
- Sebastian Zadora, Sales Department Director, BOŚ Brockerage House
- Konrad Augustyński, CFA, Director of Asset Management Department, Alior TFI
- Michał Duniec, CEO, Analizy Online
- Katarzyna Sekscińska, Assistant Professor, Department of Business Psychology and Social Innovation, University of Warsaw
- Izabela Kozakiewicz, Initiator of the “Polish Investor” (Polak Inwestor) and “Sneakers on the Stock Exchange” (Trampki na Giełdzie) initiatives
- Marcin Wlazło, Head of Pekao Brokerage Office
- Michał Masłowski, PhD, Vice President, Polish Association of Individual Investors
Moderator: Patrycjusz Wyżga, Journalist at Wirtualna Polska and Radio 357
16:15 - 16:45
Coffee Break
16:45 - 18:15
Values or Value: A Deep Dive into ESG Engagement
16:45 – 17:00 Presentation of research by Anna Grygiel-Tomaszewska, PhD on the ESG engagement process, followed by a panel discussion.
17:00 – 18:00 Discussion on ESG engagement with:
- Anna Grygiel-Tomaszewska, PhD, GARP SCR, Senior Manager, ESG, Climate and Nature Team, KPMG
- Aleksandra Wojnowska, Chief ESG Specialist, KGHM
- Wioletta Roguska, Director of ESG, Budimex
- Piotr Koziński, Director of the Department for the Supervision of Capital Markets, Polish Financial Supervision Authority Office
- Ludwik Kotecki, Member of the Monetary Policy Council
- Marcin Żółtek, Director of Financing for Poland’s Nuclear Power Plant Project, Vice President, EFPA Polska
18:15 - 18:30
Three Key Things Before Entering a Studio or Public Speaking
Presentation by Patrycjusz Wyżga, Journalist at Wirtualna Polska and Radio 357
18:30 - 22:00
Conference Dinner
November 8, 2024
DAY 2. FRIDAY: The Polish EU Presidency for a Better Future of a Local Capital Market and Private Equity as a Strategic Development Driver
In-person participation
09:30 - 09:40
Welcome to Day Two of the CFA Society Poland Annual Conference
Opening remarks by the organizer:
- Magda Oleksiuk, FCCA, Managing Director, CFA Society Poland
- Prof. Krzysztof Jajuga, President of the Management Board, CFA Society Poland
09:40 - 10:10
The Battle for Control over Technology: Chinese Semiconductors, American Sanctions, and Europe’s Security
Presentation by Tomasz Smolarek, Portfolio Manager at mTFI, in technology, including the semiconductor industry.
10:10 - 10:40
Poland’s EU Presidency: Strategic Priorities
A discussion on the opportunities for the Polish capital market in the context of Poland’s presidency in the Council of the European Union during the first half of 2025. Our panelists:
- Piotr Matczuk, President of the Management Board, Polish Development Fund
- Małgorzata Rusewicz, President of the Management Board, Chamber of Fund and Asset Managers, Chamber of Commerce of Pension Companies
10:40 - 11:20
Neuroeconomics: How Scientific Innovation Is Redefining Business Strategy?
Presentation by Alicja Puścian, PhD, neuroscientist at the Nencki Institute of Experimental Biology
11:20 - 11:35
Coffee Break
11:35 - 12:35
Private Equity: Financing Poland's Energy Transition and Key Infrastructure Projects
An expert debate on private equity funds and their potential to accelerate the energy transition and implement strategic investments in Poland. Panelists include:
- Marcin Adamczyk, Vice President of the Management Board, Vinci
- Antoine Pavageau, Associate Director, Global Infrastructure & Project Finance Ratings, EMEA, Fitch Ratings
- Piotr Bogus, Managing Director of the Investment Division, Polish Development Fund
- Małgorzata Bobrowska, President, Polskie Stowarzyszenie Inwestorów Kapitałowych
12:35 - 13:15
7 Ways to Use AI to Streamline Your Work
A presentation enriched with practical examples by Marek Jeleśniański, Founder and CEO, Oxido
13:15 - 13:20
Closing Remarks and Conference Wrap-Up
13:20 - 14:20
Networking Lunch
14:20 - 18:00
AI Prompting Workshop
Workshops on AI Prompting
Introductory workshops on prompt engineering with practical exercises and a 20-minute coffee break from 16:00 – 16:20.
Facilitator:
- Marek Jeleśniański, Founder and CEO, Oxido
Interested in learning how to leverage artificial intelligence in your daily work?
Learn more about our training » Participation cost is PLN 690 net + VAT.
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.