Venue
Online

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Apr 14 UTC (over 1 year ago)
In your timezone (EST): Wed Apr 14 4:00am - Wed Apr 14 1:00pm
Location Online
Region All
Details

Topics:
• What will the new working style will be after the pandemic? Post-COVID sales solutions
• New wealth management directions in 2021 – Digitalisation in full swing
• ESG and sustainable investments: the new buzzwords
• Change of generation under the shadow of the coronavirus
• How has customers' expectations of risk and return changed? Have Hungarians become bolder?
• Multi-advisory models – New banking solutions come to the fore
• Automated service, discretionary wealth management
• New regulations and opportunities in the fund manager market – SFDR success fees
• Trust wealth management in Hungary
• The Robinhood generation vs value investing
• Investment opportunities and risks with the eyes of successful portfolio managers
• MÁP Plus turns two – What lessons can be learned?

Why you should come?
The coronavirus has completely upset the Hungarian savings and investment market, and digitalisation has swiftly conquered places few would have expected before. Online customer service is now an everyday matter, and even those above 60 are feeling increasingly at home in virtual space. But what will remain of all this after the COVID-19 pandemic? Will automated service and DPM continue to gain ground? Or will nothing replace a good private banker?

The expectations of investors regarding risks and returns has also changed, with stock, mixed, absolute return and property funds in higher demand in the market of investment funds, while the emerging Robinhood generation has caused major disruptions in stock markets. What new solutions and services can banks and fund managers offer to service yield-hungry customers? Or is it still enough just to keep the MÁP Plus superbond in their portfolios?

In this virus-ridden world, Portfolio's Investment, Wealth and Savings (IWS) conference will attempt to outline a framework of the investment, wealth management and savings markets in 2021 for investment professionals, private banking consultants and salespeople with the help of renowned domestic and foreign asset managers and market experts.

Who we recommend?
Our event can provide useful knowledge to those working in the following areas:
• Business leaders, managers
• Representatives of banks
• Mutual funds
• Premium and private banking consultants and sales staff
• Specialists from regulatory and supervisory bodies
• Representatives of venture capital companies
• Economic and financial managers
• Consultants
• Lawyers

Speakers

2021 Speakers

Faluvégi Balázs
Co-Founder & Chief Investment Officer, Blueopes Co.

Fischer Bálint
Chief Business Development Officer, Dorsum

Kuti Zsolt
Director, MNB

Móricz Dániel
Investment Director, Hold Alapkezelő

Pekár Dávid
Portfolio Manager, Raiffeisen Alapkezelő

Polányi Zoltán
CEO, CIG Pannónia Életbiztosító Nyrt.

Vízkeleti Sándor
President of BAMOSZ, Amundi Alapkezelő Zrt.

Sponsors & Partners

2021 Sponsors

SILVER SPONSOR:
•Amundi
• MKB - Pannónia Alapkezelő

BRONZE SPONSOR:
• Diófa Alapkezelő Zrt.

THE SPONSOR OF MAXIMUM HEALTH AND SAFETY
• Multi-tainment
• Konika_minolta