Join Poland’s premier event for the financial industry, now in its 15th 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 5 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:
Geopolitical Panel: Current Global Affairs
Macroeconomic Strategy: Investment strategists share their vision for the economy.
Commodity Trading: How tariffs, sanctions, and de-dollarization affect energy, metals, and agricultural markets.
The Future of Investment Decisions: Will agentic AI outperform portfolio managers in asset management?
Dual-Use Investments: Analyzing the profitability of defense and cybersecurity projects, and the role of PE and VC funds in military-civilian innovations.
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
Strategic 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
10:30 - 11:45
Recurring Geopolitical Panel
An analysis of the latest political events and their impact on global supply chains, commodity trading, and strategic great power competition, presented from the perspectives of economic journalists, diplomats, and academics.
Mateusz Piotrowski, PhD, Coordinator of the American Program, Polish Institute of International Affairs (PISM)
Moderator:Patrycjusz Wyżga, a journalist at Wirtualna Polska and Radio 357, and the host of the Didaskalia and Horyzonty YouTube channels
11:45 - 12:45
Recurring Macroeconomic Panel
An assessment of the impact of monetary policy, inflation, investment strategies, and debt markets on the business environment in Poland and worldwide. This is our flagship, recurring format which, much like the geopolitical panel, consistently receives the highest ratings from event attendees.
Our panel discussion speakers:
Arnab Das, Global Market Strategist, EMEA Region, Invesco
Erich Arispe, Senior Director, Head of Eastern Europe Sovereigns, Fitch Ratings
Lori Heinel, CFA, Executive Vice President, Global Chief Investment Officer, State Street Investment Management
Mikołaj Raczyński, CFA, Vice President of the Management Board for Investments, Polish Development Fund
Moderator:Bartosz Pawłowski, CFA, President of the Management Board at mTFI and Vice President of the Management Board at CFA Society Poland
12:45 – 13:15
Coffee Break
13:15 - 14:15
Panel: Commodity Trading. How Tariffs, Sanctions, and De-dollarization Affect Energy, Metals, and Agricultural Markets
A behind-the-scenes look at global commodity trading, the role of new technologies in bypassing restrictions, and an analysis of real capital flows.
Panel: Will AI Outperform Portfolio Managers? A New Era of Investment Decisions
A clash of perspectives between technology creators, fund managers, and infrastructure providers to evaluate the commercial value of agentic AI implementations in asset management.
Speech by Michał Kanarkiewicz, chess player, entrepreneur, business strategist, and author
15:15 – 16:15
Lunch Break
16:15 - 17:15
Panel: Energy Transition and the Risk of Blackouts. Who Will Pay for the Revolution?
The transformation of the Polish energy sector is one of the greatest capital challenges of the decade, presenting massive investment opportunities but also the risk of systemic power shortages (blackouts). Infrastructure and energy company leaders will discuss the real costs, perspectives, and Poland’s readiness for this strategic and inevitable change.
Our panel discussion speakers
Jarosław Leśniczak, Vice President of the Management Board, CIO, TFI PZU
Barbara Płucienniczak, Director of the Automation Development Office in the Technology Transformation and Innovation Division, Bank Pekao
Zbigniew Wiliński, Director of the FinTech Financial Innovation Department, the Polish Financial Supervision Authority
Robert Kałuża, President of the Management Board, Billion Group
Bartosz Dreja, Deputy Director of the Financial Market Development Department at the Ministry of Finance
Panel: Dual-Use Investments. Security and Technologies of the Future
An analysis of the profitability of defense and cybersecurity projects, and the role of PE and VC funds in stimulating military-civilian innovations.
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
18:15 - 18:30
Coffee Break
18:30 - 19:30
Special Guest. Surprise Session
A special session with a guest speaker, providing an inspiring conclusion to the substantive part of the event and a smooth transition into behind-the-scenes business networking.
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.
19:30 - 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
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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 ponad 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.
