Partners of the 2023 edition
CFA Society Poland Annual Conference is the result of several months of efforts by the CFA Society Poland project team and official event partners.
Strategic Partners
Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide help investors to make important credit judgments with confidence. Fitch Group is a global leader in financial information, providing critical insights that inform better decision-making in financial markets. With operations in more than 30 countries, Fitch Group is comprised of: Fitch Ratings, a global leader in credit ratings and research; Fitch Solutions, an authority in credit and macro intelligence providing fixed-income products and services to the global financial community; and Fitch Learning, a preeminent source of training and professional development. Fitch Group is owned by Hearst, a leader in diversified media, information and services.
Partners
National Depository for Securities (KDPW) is responsible for the settlement of transactions executed on the regulated market and ASO (Alternative Trading Systems), managing the central securities depository, and providing a range of services for issuers.
These services include:
- Acting as an intermediary for dividend payouts to shareholders
- Performing assimilation, exchange, conversion, and splitting of shares
- Implementing pre-emptive rights
- Executing tasks related to the administration of the Guarantee Fund
- Operating and managing the compensation scheme
- Supervising the consistency between the issue size and the number of securities in circulation
Additionally, through its services, KDPW:
- Transaction Repository: Gathers data on transactions in the derivatives market and on securities financing transactions
- ARM (Approved Reporting Mechanism): Transmits detailed transaction information to the supervisory authority
- Numbering Agency: Assigns unique identification codes to securities and legal entities
Bank Gospodarstwa Krajowego (BGK) is a state development bank that has been playing a key role in supporting Poland’s socio-economic growth for nearly 100 years. Founded in 1924 by Prime Minister Władysław Grabski, BGK serves as a center of expertise in financing infrastructure projects, export, and fostering entrepreneurship. The bank also manages EU funds and government financial programs. BGK is involved in programs that improve the housing market and supports Polish exporters by mitigating trade risks.
Institutional Partners
The Chamber of Brokerage Houses is the largest independent self-governing organization of the employer community of brokerage houses and offices in Poland. The mission of the Chamber of Brokerage Houses is to support the development of a competitive capital market conducive to raising capital by businesses for economic growth and job creation in Poland and to protect investors. The IDM carries out its statutory activities, such as participation in the creation of a legal and economic environment favourable to the accumulation and efficient allocation of capital, and cooperation with government administration and capital market institutions in the initiation, development and improvement of capital market regulations. In carrying out its tasks, the Chamber cooperates with government administration bodies, as well as with the main institutions and local government organizations of the capital market. An important aspect of the Chamber’s activities is also to ensure a high level of professionalism among its brokerage staff.
The Chamber of Commerce of Pension Companies (IGTE) was established in 1999 as an economic self-governing body representing the General Pension Companies sector. This includes institutions managing Open Pension Funds and Voluntary Pension Funds. Currently, the Chamber comprises 7 member companies that collectively represent the interests of approximately 15 million clients. Together, these members manage assets valued at over a hundred billion zlotys, primarily invested in the Polish economy. IGTE actively supports the formulation of legislation favorable to an effective pension system. It also offers expertise in pension security and the capital market, engages with stakeholders, communicates its achievements to the public, and initiates educational efforts.
Chamber of Fund and Asset Managers (IZFiA) is a self-governing organization of investment funds, with a history of more than 20 years on the Polish market. The Chamber represents the fund community, supports their development in Poland, propagates knowledge about funds, develops standards related to fund operations, and promotes the idea of long-term saving, using capital market products. The IZFiA membership comprises the most important and largest asset managers in the country, representing the most recognized Polish and foreign financial brands. The Chamber also gathers the largest providers of outsourcing services to investment fund companies, general pension companies and insurance companies, inter alia, in the field of servicing investment funds and open pension funds.
The Polish Sustainable Investment Forum (POLSIF) is an association whose mission is to develop and promote the Polish and European sustainable investment and finance market. As a member of the European network of national sustainable investment forums — EUROSIF — POLSIF actively creates and disseminates best practices in responsible investing. As the leading platform in Poland bringing together experts and financial institutions, POLSIF works to integrate ESG (Environmental, Social, and Governance) criteria into analytical and investment decision-making processes. The association focuses on market education, building industry standards, and fostering dialogue among investors, companies, and regulators. Our partnership with POLSIF underscores the importance of ESG in building long-term value and financial stability, which fully aligns with the objectives of the CFA Society Poland Annual Conference.
The Polish Private Equity and Venture Capital Association (PSIK) represents the interests of private equity and venture capital funds operating in Poland. Founded in 2002, PSIK promotes the development of the capital investment sector and fosters relationships between investment funds and entrepreneurs. The association is committed to building the investment market by organizing training sessions, networking events, and educational initiatives for financial professionals. PSIK is also an institutional partner of numerous industry events and actively participates in shaping the future of Poland’s capital market.
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.