Self-Reliance 2021 | Portfolio | 22 September 2021 | Marriott Hotel, Budapest/Online Event, Budapest, Apáczai Csere János u. 4, 1052 Hungar

TOPICS
• Self-reliance after the pandemic: What will happen to extra savings?
• How will incumbents take the fight to pretenders?
• Household asset map: What future awaits investment funds?
• News in the retail government security market: what will happen to the super bond?
• Alternative investments: What are customers looking for?
• What plans do private banking providers have up their sleeves?
• Retirement savings: How will the market attract new customers?
• Now that the pension bond has been abandoned, will welfare funds be a solution to the pension problem?

Why You Should Come?
The global economy is beginning to recover from the negative spiral caused by the coronavirus. Although early in the pandemic, it seemed savings would also suffer, these fears were short-lived as household savings grew substantially in Hungary just as they did around the world.

Household assets held in government securities are nearing HUF 10,000 billion, but investment funds, deposits, stocks and retirement savings have also grown. For pension funds, the good news is that they no longer have to fear a state-owned competitor in the market as the government has abandoned the idea of retirement bonds. But will the market of retirement savings be able to reach younger generations, something it had failed to do so far? What will happen to the concept of welfare funds?

Assets managed by private banks also rose to a new record high during the pandemic, even as new, online world order made acquiring new customers substantially more difficult. What are the future expectations of the private banking sector? Will the era of private bankers and personal meetings return, or should we prepare for a virtual future? Will they be able to acquire new customers, or will the increasing wealth of existing customers drive growth in the short term?

Meanwhile, the recovery of household consumption represents another new challenge for the self-reliance and savings market. What will happen to the extra savings stockpiled during the pandemic? What tools can market players use to encourage long-term savings? Will digitalization and online customer service bring changes in this regard? Or will incumbents find that the biggest issue is not consumption but rather fintechs and online investment service providers, which have come to the fore during the pandemic?

Who We Recommend?
Our event can provide useful knowledge to those working in the following areas:
• Executives and decision-makers from banks, insurers, fund managers and private banks
• Premium and private bankers
• brokers and agents
• Portfolio and asset managers
• Property market decision-makers and top executives
• Brokers and agents
• Pension fund executives
• Fintechs and wealth techs

Information About Physical Participation
Important Note: We care about our guests and care about safety!
Of course, we must keep in mind that we are living in the shadow of the coronavirus and will continue to do so probably for the next year or two. As such, the Portfolio team is preparing not just a professional programme but also well-considered safety measures devised with the cooperation of experts.

We will take care of:
• Contactless, safe entry;
• Suitable seating;
• Online presentations by foreign speakers;
• A potential cap on the number of visitors;
• And other event management and safety solutions.

In addition, on-site services such as safe catering will be provided by the ultra-premium event locations we have been working with for years. Being part of recognized five-star franchises, these locations take extra care to ensure the safety of their guests as well as ours.

Information About Online Participation
Online conference with extras! Unique networking opportunities, live contact, private video calls, interactive rooms, professional sections – the only thing missing is clinking glasses in person. Online tickets are available in unlimited numbers.

To participate, all you need is the following:
• Chrome web browser and a stable internet connection
• A computer or smart device (PC, Mac, iPad, iPhone or Android device)
• The virtual venue of the conference will be hosted on an online conference platform
• We will send you a link to enter in the days preceding the event
• You can join in after a quick registration

2021 Sponsors

GOLD SPONSOR:
• MKB Pannonia Alapkezelo

SILVER SPONSORS:
• Amundi Asset Management
• Diofa Alapkezelo
• Fundamenta

BRONZE SPONSORS:
• Apelso Trust
• Dorsum
• Forestay Group

OFFICIAL CAR RENTAL PARTNER:
• i-team