15th edition | A conference for investment professionals
2026
CFA Investment Industry Conference & Workshops
Created by professionals, for investment professionals.
November 5, 2026
2025 edition in numbers
15th edition | A conference for investment professionals
Join CFA Society Poland‘s flagship event, which has been bringing together financial and investment professionals for more than a decade. On November 5, 2026, at Crowne Plaza Warsaw – The HUB, we will meet with experts from Poland and abroad to discuss the key developments shaping capital markets.
2026 Agenda
What will we be discussing?
Geopolitics
A new world order through the lens of experts in our annual geopolitics panel.
Macroeconomics
Investment strategists’ outlook on the economy and financial markets.
Global commodities trade
The forces reshaping energy, metals and agricultural commodity markets.
AI and investing
Artificial intelligence and a new era of investment decision-making.
Energy and dual-use
Capital, security and dual-use technologies.
2026 CFA Investment Industry Conference & Workshops Partners
Have a question about the conference? Contact us using the “Ask a question” option below or email us at office@cfa.com.pl.
Why attend?
Why attend the conference?
One day of intensive knowledge sharing, diverse perspectives and conversations with financial and investment professionals.
International perspective
Experts from Poland and abroad take the stage, including representatives of global financial institutions.
Substance without the noise
We discuss finance and capital markets with focus and substance, drawing on diverse perspectives and real-world experience.
Senior-level networking
Meet analysts, asset managers, portfolio managers, finance directors and C-level executives.
Intensive knowledge exchange
A full day of panels, presentations and conversations on the forces shaping investments, the economy and financial markets.
Attendee profile
Who will you meet at the conference?
CFA Investment Industry Conference & Workshops brings together professionals from across the financial and investment industry, from research and asset management to senior leadership.
You will also meet:
Based on attendee profile data from CFA Investment Industry Conference & Workshops materials.
Conference Agenda
09.30 - 10.00
Business Breakfast and Registration
Tegoroczną edycję konferencji CFA Society Poland zainaugurują:
- Magdalena Łapsa-Parczewska, CFA, p.o. dyrektorki zarządzającej Pionem Nadzoru nad Rynkiem Kapitałowym w Urzędzie Komisji Nadzoru Finansowego
- prof. Krzysztof Jajuga, prezes zarządu w CFA Society Poland
- Magda Oleksiuk, FCCA, dyrektorka zarządzająca w CFA Society Poland
10:00 - 10:30
Oficjalne rozpoczęcie 15. edycji CFA Investment Industry Conference & Workshops
Tegoroczną edycję konferencji CFA Society Poland zainaugurują:
- Magdalena Łapsa-Parczewska, CFA, p.o. dyrektorki zarządzającej Pionem Nadzoru nad Rynkiem Kapitałowym w Urzędzie Komisji Nadzoru Finansowego
- prof. Krzysztof Jajuga, prezes zarządu w CFA Society Poland
- Magda Oleksiuk, FCCA, dyrektorka zarządzająca w CFA Society Poland
10.00 - 11.30
Welcome Remarks and Annual Geopolitical Panel: The New Global Balance of Power
An analysis of the latest political developments and their impact on global supply chains, commodities trade, and the strategic rivalry between major powers.
Our guests will be welcomed by:
Magda Oleksiuk, FCCA, Managing Director, CFA Society Poland
Magdalena Łapsa-Parczewska, CFA, Managing Director of the Capital Market Supervision Division, the Polish Financial Supervision Authority (UKNF)
Bartosz Pawłowski, CFA, President of the Management Board, mTFI & CFA Society Poland
Romain Moulay, Co-Head of EMEA Business & Relationship Management for Corporates, Infrastructure & Project Finance, Fitch Ratings
Speakers in our discussion:
Marek Magierowski, former Ambassador to the United States and Israel, geopolitical analyst and journalist
Witold Jurasz, former diplomat posted in Russia and Belarus, journalist at Onet and host of the “Raport międzynarodowy” podcast
Moderator: Patrycjusz Wyżga, journalist at Wirtualna Polska, creator of the Didaskalia and Horyzonty channels, co-author of Człowiek, którego nie było (The man who never was).
11.30 - 12.30
Annual Macroeconomic Panel: Strategists’ Discussion
An assessment of how monetary policy, inflation, investment strategies, and debt markets are shaping the business environment in Poland and globally. This is one of our flagship recurring formats and, like the geopolitical panel, consistently receives some of the highest ratings from conference attendees.
Speakers:
- Erich Arispe, Senior Director, Head of Eastern Europe Sovereign Ratings, Fitch Ratings
- Mikołaj Raczyński, CFA, President of the Management Board, Polish Development Fund (PFR)
- Jakub Jaworowski, CFA, Member of the Management Board, Bank Gospodarstwa Krajowego (BGK)
- Lucy Thomas, CFA, AM Head of Active Multi Asset Investing, Managing Director, UBS Asset Management
- Robert Timper, Chief Strategist, Global Fixed Income, BCA Research
Moderator: Bartosz Pawłowski, CFA, President of the Management Board, mTFI; President, CFA Society Poland
12.30 - 13.00
Coffee Break and Networking
13.00 - 13.45
Fireside chat: Investment Industry. What Will Define the Winning Asset Managers of the Next Decade?
Client expectations beyond investment performance and the role of global scale, specialization and AI in building asset managers’ competitive advantage. The skills investment professionals need in an increasingly automated environment and Poland’s potential as a hub for international investment teams.
Speakers:
- Lucy Thomas, CFA, Head of Multi Asset Investing, Managing Director, UBS Asset Management
- Marcin Murawa-Świątkiewicz, CFA, Head of Investments Poland, Deputy Country Head Asset Management Poland, Executive Director, UBS Asset Management
13.45 - 14.40
Panel: Commodities Trading. How Tariffs, Sanctions and De-dollarization Are Affecting Energy, Metals and Agricultural Markets
A behind-the-scenes look at global commodities trading, the role of new technologies in circumventing restrictions, and an analysis of real capital flows.
Speakers:
- Jakub Olipra, PhD, Senior Economist, Macroeconomic Analyses Department, Credit Agricole Bank Polska
- Michał Hojowski, Vice President of the Management Board for Energy Transition, Unimot
- Kamil Jarkowski, Executive Director for Trading and Logistics, KGHM Polska Miedź
Moderator: Andrzej Krajewski, PhD, columnist and contributor to Interia.pl, historian, and author of Ropa. Krew cywilizacji (Oil: The Blood of Civilization) and Rzeczpospolita kryzysowa. Dwadzieścia lat spaceru po linie (The Republic in Crisis: Twenty Years Walking a Tightrope)
14.40 - 15.30
Lunch
15.30 - 16.30
Panel: Will AI Take the Helm in Financial Institutions? A New Era of Decision-Making
Bringing together the perspectives of technology developers, asset managers, banks, and infrastructure providers to assess the commercial value of agentic AI deployments in asset management, banking, and finance.
Speakers:
Giacomo Barigazzi, Chief Operating Officer, Axyon AI
Robert Süttinger, CFA, Country Head Asset Management Poland, Head Client Coverage Poland, Managing Director, UBS Asset Management
Moderator: Maciej Kowalczyk, CFA, Vice President of the Management Board, CFA Society Poland
16.30 - 16.45
Coffee Break and Networking
16.45 - 17.45
Panel: Energy Transition and Blackout Risk. Who Will Pay, and How Much for the Revolution?
The transformation of Poland’s energy sector is one of the greatest capital challenges of the decade, creating major investment opportunities while also bringing the risk of systemic power shortages and blackouts. Leaders from the infrastructure and energy sectors will discuss the real costs, outlook, and Poland’s readiness for this strategic and unavoidable transition.
Speakers:
Konrad Purchała, PhD, Vice President of the Management Board, Polskie Sieci Elektroenergetyczne
Piotr Sochocki, CFA, CEO, Enery Poland
- Jacek Matyjasik, Dyrektor Wykonawczy ds. Finansów, ORLEN
- Joanna Smolik, Director of the Strategic Relations Department, Bank Gospodarstwa Krajowego (BGK)
Moderator: Arkadiusz Wicik, CFA, Senior Director, EMEA Utilities and Transport, Fitch Ratings
17.45 -18.15
The Man Who Never Was. Inside the Life of a Spy
For almost twenty years he operated under false identities, ran agents and took part in special operations around the world. A conversation about what the work of a Polish intelligence officer really looks like: how information is gathered and verified, how risk is assessed, and how decisions are made when the stakes are at their highest and the data is never enough.
Guest:
- Nick Tarski, former officer of the Polish Intelligence Directorate and the Foreign Intelligence Agency (Agencja Wywiadu), creator of the “Nick Tarski – Warstwy” channel, co-author of the book “Człowiek, którego nie było” (The Man Who Never Was).
Host: Patrycjusz Wyżga, journalist at Wirtualna Polska, creator of the Didaskalia and Horyzonty channels, co-author of Człowiek, którego nie było (The man who never was).
18.15 - 19.15
Panel: Investing in Dual-Use. Security and Technologies of the Future
An analysis of the profitability of projects in the defense and cybersecurity sectors, as well as the role of private equity and venture capital funds in driving civil-military innovation.
Speakers:
- Marcin P. Kowalik, Managing Partner, Balnord VC
- Paweł Bryła, Head of Trade Finance, Erste Bank Polska
Moderator: Łukasz Czajkowski, Director General, Polish Chamber of Dual-Use and Defense
19.15 - 19.35
Musical Performance by CFA Society Poland Members
An intimate performance of well-known film themes and popular music, with a brief introduction to the repertoire.
Performers:
- Adrianna Lipiec – cello
- Marek Kania, CFA – violin
19.35 - 22.00
Dinner and Networking
Join the 15th edition of the conference for investment professionals
Participation terms
Conference ticket
PLN 1,690 net + VATThe price includes conference admission, continuous coffee service, lunch and dinner.
Complimentary admission
FreeComplimentary admission is available exclusively to active CFA Society Poland members, including regular, affiliate and associate members.
Not a member yet?
If you hold the CFA charter, join or renew your membership with CFA Institute and CFA Society Poland. Apply now »
Conference venue
Crowne Plaza Warsaw – The HUB
The conference will take place in Warsaw’s business district at Crowne Plaza Warsaw – The HUB, a modern venue located next to Rondo Daszyńskiego. Its central location provides convenient access by public transport and from Warsaw’s main transport hubs.
Accommodation
Accommodation for conference attendees
Conference attendees can choose between two accommodation options located in the immediate vicinity of the venue. Both hotels are located at Rondo Daszyńskiego, next to the metro station and within the same complex as the conference venue.
Crowne Plaza Warsaw – The HUB
2 Rondo Daszyńskiego, Warsaw
Reservations
Holiday Inn Express Warsaw – The HUB
2A Rondo Daszyńskiego, Warsaw
Reservations
Accommodation discounts for conference attendees
For information about accommodation discounts, please contact us at office@cfa.com.pl. The offer is subject to room availability.
Blok szkoleniowy w ramach konferencji
- Szkolenie: Najczęstsze błędy w wycenach i modelach. Najlepsza praktyka vs. życie (17 listopada, w godz. 14.00). Poznaj szczegóły » lub zapisz się poza pakietem »
- Szkolenie: Kryptoaktywa dla zarządzających aktywami szkolenie w ujęciu prawnym, ekonomicznym i technologicznym (19 listopada, godz. 09.30—13.45). Poznaj szczegóły » lub zapisz się poza pakietem »
- Szkolenie: AI w finansach: Praktyczne zastosowania (19 listopada, w godz. 09.00—17.00). Poznaj szczegóły » lub zapisz się poza pakietem »
Koszt udziału w konferencji wraz z jednym szkoleniem do wyboru jest dostępny w sekcji “Koszt i rejestracja”.
W szkoleniach można wziąć udział również poza konferencją. Cena jednostkowa na każdej ze stron poświęconych szkoleniom.
Blok szkoleniowy w ramach konferencji
- Szkolenie: Najczęstsze błędy w wycenach i modelach. Najlepsza praktyka vs. życie (17 listopada, w godz. 14.00). Poznaj szczegóły » lub zapisz się poza pakietem »
- Szkolenie: Kryptoaktywa dla zarządzających aktywami szkolenie w ujęciu prawnym, ekonomicznym i technologicznym (19 listopada, godz. 09.30—13.45). Poznaj szczegóły » lub zapisz się poza pakietem »
- Szkolenie: AI w finansach: Praktyczne zastosowania (19 listopada, w godz. 09.00—17.00). Poznaj szczegóły » lub zapisz się poza pakietem »
Koszt udziału w konferencji wraz z jednym szkoleniem do wyboru jest dostępny w sekcji “Koszt i rejestracja”.
W szkoleniach można wziąć udział również poza konferencją. Cena jednostkowa na każdej ze stron poświęconych szkoleniom.
Koszt udziału dla osób spoza CFA Society Poland (konferencja oraz jedno wybrane szkolenie): 2190 zł netto + VAT. Cena obejmuje również dostęp do ciągłego serwisu kawowego, lunch oraz kolację.
Koszt udziału dla członków CFA Society Poland: bezpłatny. Do kosztu udziału wlicza się dostęp do ciągłego serwisu kawowego, lunch oraz kolację. Udział w szkoleniu jest płatny. Cena udziału dostępna na stronie wybranego szkolenia.
Noclegi dla gości konferencji
Przy współpracy z Crowne Plaza Warsaw – The HUB**** CFA Society Poland przygotowało ofertę promocyjną dla osób, które chciałyby skorzystać z oferty noclegowej w miejscu konferencji. Na hasło CFA2025 nasi goście otrzymają 10% zniżki od najlepszej elastycznej stawki dnia ze śniadaniem. Oferta ważna w miarę dostępności pokoi w dwóch hotelach do wyboru, które znajdują się w budynku the Hub przy rondzie Ignacego Daszyńskiego 2 w Warszawie.
- W przypadku Crowne Plaza Warsaw – The HUB rezerwacje należy składać pod numerem telefonu +48 22 377 37 37 lub mailowo na adres: ReservationCP.WarsawHUB@ihg.com.
- W przypadku hotelu Holiday Inn Express Warsaw The HUB rezerwacje należy składać pod numerem telefonu +48 22 388 11 11 lub mailowo na adres: ReservationHIEX.WarsawHUB@ihg.com.
Koszt i rejestracja
Dziękujemy za zainteresowanie szkoleniem. Z uwagi na duże zainteresowanie wydarzeniem, dotyczącym wprowadzenia do chatGPT, rejestracja została wyłączona.
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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.