ABOUT THE EVENT
CFA Investment Summit

CFA Investment Summit is a unique event, not only for members of the CFA Society Poland and readers of Puls Biznesu, but also for the whole financial community. The society’s flag ship conference, held since 2005; typical timing: October. The conference of the previous year attracted about financial professionals engaged in the development of the Polish capital market. Guests of our conference, eminent economists and heads of financial institutions and representatives of the largest investment firms in Poland, will refer to the situation of the financial markets, discuss global perspective and investment ideas to find the answer to the question where look for the growth.

This year’ s conference will be focused on FinTech. The new wave of financial technology , or „Fintech”, is a hot-button in the world of Finance. Blockchain technology, robot-advisors, disintermediation services and more have the potential to radically change the landscape of the investment industry.

AGENDA

Venue: Warsaw Stock Exchange
Date: 27 October 2017

 

9:30–10:00 Registration

 

10:00–10:05 Welcome Speech and Introduction: prof. Krzysztof Jajuga, CFA Society Poland President
10:05–10:15 Opening Speech

  • Marek Dietl, CEO of Warsaw Stock Exchange 

10:15–11:30 Presentation of survey results "FinTech awareness among industry"

10:30–11:30 Panel Discussion: Polish companies that have already succeeded or will probably soon succeed on the fintech market in Europe

  • Tomasz Czechowicz, Founder and Group Managing Partner at MCI
  • Zbigniew Jagiełło, President of PKO Bank Polski
  • Marcin Petrykowski, Managing Director, S&P Global Ratings
  • Sławomir Panasiuk, Deputy President of the Management Board of KDPW, the central securities depository of Poland and KDPW_CCP, the CCP clearinghouse
  • Moderation: Prof. Krzysztof Jajuga, President of CFA Society Poland



11:30–11:50 Coffee Break

 

11:50–12:30 Blockchain: "The Advent of Blockchain"

  • Ayman Abou Hend, CFA, FinTech Expert, CFA Society Egypt


12:30–13:20 Panel discussion: FinTech versus MiFID II – the view for coming changes in the investment industry 

  • prof. Marcin Dyl - President of Chamber of Fund And Asset Management  
  • Kamil Szymański, CFA –Head of Private Client Sales at mBank Brokerage House
  • Piotr Serwin – CEO at FintechTrends.co
  • Piotr Żółkiewicz – Founder of Zolkiewicz & Partners Value Investing Private investment Fund
  • Moderacja: Przemek Barankiewicz, CFA, editor at bankier.pl 



13:20–13:40 Coffee Break

 

13:40–14:50 Panel discussion: Robo-Advisors and Robo-Analysts will transform the investing?

Introduction: Stanisław Markowski, Sales Director, CEE; Dorsum

  • Bartosz Ostrowski, Senior Delivery Head for Group Finance Poland, UBS
  • Stanisław Markowski, Sales Director, CEE; Dorsum
  • Dr Aleksandra Przegalińska, PhD in philosophy of artificial intelligence
  • Michał Różański, CEO oraz Founder at Empirica S.A.
  • Moderation: Michał Żuławiński, bankier.pl         



14:50–15:40 
Panel discussion: Collaboration between Technology World  and Financial Industry

  • Magdalena Borowik, Fintech Expert 
  • Anna Maj, Country Manager, PayTech Consulting
  • Artur Granicki, Partner at Snażyk&Granicki
  • Krzysztof Gogól, Founder and Partner at WealthArc
  • Barbara Nowakowska, Managing Director at Polish Private Equity and Venture Capital Association
  • Moderacja: Wojciech Zdunkiewicz, CEO at Fundacja QuantFin Foundation


15:40–15:45 Closing Remarks  prof. Krzysztof Jajuga, CFA Society Poland President

 

15:45–16:30 Dinner

SPEAKERS
Experts you will meet
Her particular expertise lies in the field of innovative payment solutions, internet and mobile enabled financial services as well as digital money. Since 2000 Anna has been involved in the banking and telecommunications sector. She worked for Polish and foreign corporations (Citigroup, T-Mobile) as well as a consultant and advisor. She was CEO of PayTel. She is involved in the financial education projects as well as start-up advisory (PwC Startup Collider). Featured in the TOP 20 Women in FinTech Report (IIG, 2017). Country Ambassador for EWPN – European Women Payments Network. Anna graduated of Interdepartmental Individual Studies in Humanities at the University of Warsaw and International MBA program at the Warsaw University of Technology accredited by the London Business School.
Close to 15 years of experience in international finance, capital markets and business management gained at top-tier global financial institutions. Since 2014 is a Managing Director at S&P Global Ratings, heading the Relationship Management team for Europe, Middle East and Africa (EMEA), serving as the Regional Head for Central and Eastern Europe (CEE) and acting as the General Manager for the Poland branch. In parallel, since 2016, is a member of the Supervisory Board of MCI Capital S.A. Before joining S&P Global was an Executive Director at J.P. Morgan Corporate and Investment Bank in London where he covered CEE, Russia and Israel for Markets and Investor Services and served as the Deputy General Manager for the Poland branch. Prior to 2007 he spent five years with Citi Corporate and Investment Banking, focusing on Poland and CEE. On top of daily work actively involved in the FinTech industry, mentors and develops future leaders of the Polish capital market, and advises young entrepreneurs.
President of CFA Society Poland, Professor of Economic Sciences at Wroclaw University of Economics (title given by the President of Poland in 1992), Head of Finance Management Institute. He is member in scientific and professional organizations: Member of Executive Board of Committee of Statistics and Econometrics of Polish Academy of Sciences, Member of Executive Board of Committee of Financial Sciences of Polish Academy of Sciences , Member of Executive Board of Committee of Economic Sciences of Polish Academy of Sciences. His research interests are: financial markets and instruments, risk management, corporate finance, real estate, insurance and quantitative methods (econometrics, statistics).He was a member of the Scientific Council of the National Bank of Poland and a member of the Supervisory Board of Warsaw Stock Exchange.
Financial services professional, gained experience in the investment management, private banking, consumer banking as well as life and pensions, working with private and institutional clients, financial intermediaries and suppliers of services. Worked in the IT Vendor Management role in London in order to deepen understanding of business processes and business and IT systems. As representative of Dorsum provides consultancy in the Investment Software area to banks, brokers, wealth and investment managers.
Financial services professional, gained experience in the investment management, private banking, consumer banking as well as life and pensions, working with private and institutional clients, financial intermediaries and suppliers of services. Worked in the IT Vendor Management role in London in order to deepen understanding of business processes and business and IT systems. As representative of Dorsum provides consultancy in the Investment Software area to banks, brokers, wealth and investment managers.
Chief Digital Officer of Bonnier Business and editor-in-chief of the Bankier.pl, the biggest Polish website for investors. Chartered Financial Analyst and a member of the board of CFA Society Poland. He studied at the Cracow University of Economics, the University of Bedfordshire, the Warsaw School of Economics and the Warsaw University of Technology.
Piotr has 15 years of experience in capital markets; he has graduated with a university degree in business and administration. Started his career as an individual investor on the Warsaw Stock Exchange (GPW). For many years was a director at Stalica Trading Limited, and in the past has advised companies including Kardiosystem, Europroject Management Consulting and companies from Eko Park Group. Co-author of the stock market success of Medicalgorithmics, in the role of VP of finance and operations (CFO & COO) from 2009-2015. Medicalgorithmics: member of the Supervisory Board since August 2015. OncoArendi Therapeutics S.A.: member of the Supervisory Board since June 2017. Founder of Zolkiewicz & Partners Value Investing Private investment Fund
Michal is a co-founder and CEO of Empirica S.A., a FinTech Software House delivering highly specialized software development services for the financial industry. Empirica introduced lately to global market Robo Advisory Platform, an innovative wealth management solution that automates investment operations and improves communication and relationships between advisor and investors with usage of Artificial Intelligence. Michał has over 20 years of experience in software engineering with strong focus on financial sector and investments. Privately Michal is committed hiker, tennis player and compulsive book reader.
Tomasz is an entrepreneur since 1985. For the past 20 years, he is a Venture Capital/Private Equity investor, founder and Group Managing Partner @ MCI. He also Co-founded and was a CEO of JTT Computer SA - leading CE computer manufacturer with USD 100M+ revenue (1990-1998). He is a supervisory board member and advisory board member of many of MCI funds portfolio companies across Europe. MCI leads transformation of the region mostly by helping to build regional and global champions. We specialize in following sectors: e-commerce, mobile Internet, digital media and entertainment, fintech, big data, digital health and digital enablers. Main assets outside of origin Polish market include: Gett, iZettle, MarketInvoice, Windeln, Azimo, LifeBrain, KupiVip and Indeks. While in Poland: ATM, ABC Data, Dotpay/eCard, Answear.com, Frisco and Morele.
In 2015, he was selected as one of Top-20 best Polish managers by Bloomberg Business Week.In 2001 the World Economic Forum awarded him with the title of Global Leader for Tomorrow. In 2000, he was picked as one of the TOP-10 most influential people in the European Internet by Business Week.

 

 

 

Krzysztof Gogol is Founder and CEO at WealthArc. Previous experiences include Vontobel Banking Group and EY. Graduated from University of Warsaw (MSc in Computer Science and Mathematics). Strong believer in the power of big data, AI and automation 
Piotr Serwin - Founder of FintechTrends.co, a platform connecting financial technology innovators. He worked as a proprietary trader in England and as an advisor in Poland. Piotr built an asset management department at the largest co-operative bank in Poland and launched an algorithmic proprietary trading company. Piotr is a founder of Almondata, which will shortly launch a GDPR/RODO compliance online service.
Kamil has spent most of his career in the United Kingdom, working as an investment advisor for companies including Llyods Banking group and Citi International Bank London. In the current role Kamil is managing  Private Client Sales Department, working closely with a group of private stock brokers and analysts. Kamil is a graduate of University of Gdańsk, holds UK recognized certificates (Investment Management Certificate, Certificate in Financial Planning) along with CFA designation.
Ayman is entrepreneurial capitalist. He has been through all stages in Alternative investment cycle: fundraising, investing, value creation and exit realization.  His activities involved finding, deciding on new investment opportunities and exciting current ones for him and other angels. Ayman’s investment track record over the last  10 years includes investing in and the execution of successful transactions and investments in many different industries that include technology, biomedical, Real estate, Pharmaceuticals and of course Fintech.
Ayman has founded/cofounded different Fintech companies operating in different domains ranging from risk screeners, moving through algorithmic trading and machine learning portfolio optimization and ending with the new blockchain technology and cryptocurrencies.
Ayman currently is a partner and Chief Analytic office at Advisable Wealth Engines, an American investment company that operates in Insurance, RIA business, and Debt Financing. He holds BSc in communication and electronics engineering from Faculty of Engineering, Cairo University. He became Chartered from CFA Institute at 2011.
Seasoned strategy advisor specialized in technology risk. Full-stack digital technology expert. Advisor to the Minister of Digital Affairs on fintech, distributed ledgers and digital assets, responsible for emerging technologies management. In charge of GovTech project, digital transformation of public administration in open innovation model. Director of Technology Research at FinTech Poland, who leads research and education programs within emerging transactional technologies, cryptoeconomy and DLT areas.

Magda has many years of experience in telecom infrastructure. She was responsible, among others, for IP connectivity development across European market, telecom software engineering projects management, international market expansion and critical infrastructure security analysis.

With years of track record in global ICT research and advisory business, Magda’s skill include also several years in online media. Additionally, she has been active on Polish startup scene since 2011. Co-organizer of Startup Weekend Warsaw, one of the most important startup community events in Polish capital.

PhD in philosophy of artificial intelligence, Assistant Professor at Kozminski University, currently Research Fellow at the Center for Collective Intelligence at Massachusetts Institute of Technology (MIT) in Boston. Recent visiting scholar at The New School for Social Research/ Brown University in New York City (2014).  In 2011 Aleksandra worked as the Chairman of Media Regulation Working Party at the Council of European Union in Brussels. As a William J. Fulbright Scholar Aleksandra also majored in Sociology at The New School for Social Research in New York (2012), where she participated in research on identity in virtual reality, with particular emphasis on Second Life. 
Aleksandra’s current primary research interest include consequences of introducing artificial intelligence systems to people’s social and professional sphere as well as wearable technologies and human/bot interaction
 
Marek Dietl holds a degree from the Warsaw School of Economics and a PhD from the Institute of Economic Sciences, Polish Academy of Sciences. During his PhD programme, he was a fellow at the University of Glasgow. He is Assistant Professor at the Warsaw School of Economics (SGH) since 2012. In 2012-2013, he was a fellow at the University of Economics, Essex. He completed a two-year programme in finance: EY Executive Studies in Finance.
In 1999-2008, Marek Dietl worked with the international consultancy Simon-Kucher & Partners, where he was promoted from Intern to Proxy to Leader of the Warsaw office. In 2008-2012, he was with Krajowy Fundusz Kapitałowy S.A., initially as Investment Manager and later as Deputy Director for Investments.
Marek Dietl has served on the Supervisory Boards, Audit Committees, Investment (Selection) Committees of more than 20 companies including Atende S.A., Bank Gospodarstwa Krajowego, BSC Drukarnie Opakowań S.A., Mercator Medical S.A., Polish Agency for Enterprise Development, PZU Witelo FIZAN.
Marek Dietl has served as an advisor and expert: Advisor to the President of Poland, Advisor to the President of the Energy Regulatory Office, Mediator at the Court of Arbitration of the Polish Financial Supervision Authority, Member of the Board of Economic Education at the National Bank of Poland, Expert of the Business Centre Club and Instytut Sobieskiego. He has headed Financial Instrument Task Forces appointed by the Director of the National Centre for Research and Development.

 

Senior Manager, expert in the fields of financial markets, management, IT system development and security, and operational risk management.

Graduate of the Cybernetics Department at the Military University of Technology, completing an MA in IT studies and post-graduate IT studies. Post-graduate PhD studies in Economic Science, specialising in Management Science, at the Warsaw School of Economics. Completed the Advanced Management Program (AMP) at the IESE Business School of the University of Navarre. Holds an ITIL IT infrastructure management certificate from the Examination Institute for Information Science (EXIN).

Member of the Program Council of the CIO Club, awarded the prestigious title of CIO of the Year 2009 for the implementation of the kdpw_stream system.

Zbigniew Jagiełło, Polish manager with 20 years' experience in the financial market, graduate of the Wrocław University of Technology and an Executive MBA with Gdańsk University and the Rotterdam School of Management. Since 2009, the President of PKO Bank Polski, which has become an undisputed industry leader during his term of office, taking on new challenges and implementing projects setting the direction for changes in the Polish banking sector. The originator of the Polish Payment Standard based on the innovative IKO mobile application. A laureate of numerous awards and accolades. Decorated by the President of the Republic of Poland with the Officer’s Cross of the Order of Polonia Restituta and honoured with the Social Solidarity Medal for promoting the idea of corporate social responsibility.
Artur Granicki is the Managing Partner in Snażyk Granicki Law Office, and an expert on capital markets law, in particular concerning investment funds, as well as on the law of financial transactions, especially corporate finance projects. He gained valuable experience at Poland’s Financial Supervision Authority, as an inner lawyer in Noble Funds TFI and in number of prestigious law firms. He has participated in numerous capital transactions related to financing economic entities, the acquisition of large blocks of shares, the establishment of investment funds and the implementation of ne technologies in financial institutions. Artur Granicki is a legal advisor. He has authored numerous publications and studies concerning capital markets law and corporate law.
Absolwent Wydziału Prawa i Administracji Uniwersytetu Warszawskiego. Z rynkiem kapitałowym związany od początku swojej drogi zawodowej. W 1994 r. rozpoczął pracę w Komisji Papierów Wartościowych (obecnie: Komisja Nadzoru Finansowego), gdzie od roku 1997 sprawował funkcję Wicedyrektora Departamentu Prawnego, a w latach 2000 - 2005 zajmował stanowisko Dyrektora Departamentu Prawnego. W latach 1999 - 2004 był członkiem Komisji Egzaminacyjnej dla Doradców Inwestycyjnych. Funkcję Prezesa Zarządu IZFiA pełni od 1 lipca 2005 roku. W okresie luty-sierpień 2008 roku był członkiem Rady Giełdy Papierów Wartościowych w Warszawie. Równolegle prowadzi pracę naukowo - dydaktyczną na Wydziale Prawa i Administracji Uniwersytetu Warszawskiego, która w znacznej mierze dotyczy zagadnień związanych z funkcjonowaniem rynku kapitałowego. Jest autorem licznych publikacji dotyczących rynku kapitałowego. Prezes Marcin Dyl jest również członkiem Europejskiego Instytutu Prawa (ELI), prestiżowej organizacji zrzeszającej najlepszych europejskich prawników. W 2016 roku został powołany do Zespołu ekspertów przy Kancelarii Prezydenta zajmującego się propozycjami zmian ustawy dotyczącej kredytów w walutach obcych.
Educated at Harvard Business School (Boston, MA) and Cambridge University (UK) with honors degrees in business and economics. Previously managed WM and EMEA CFO teams based in PSC. Prior to UBS worked in Mergers and Acquisitions Advisory as Partner at Decius Equity, in
Private Equity at Cooper Wallace in London/EMEA and as Director and Vice- President in Capital Markets & European Policy Advisory at Chatham Financial.
Started career at Deutsche Bank in London within Global Banking. Originally from Krakow, Poland.
Board member of Harvard Club of Poland.

REGISTRATION FORM

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MORE ABOUT THE ORGANIZER

CFA Society Poland is one of the 146 member societies of CFA Institute. It was established on April 14th, 2004. There are local member societies in more than 70 countries/territories, and have more than 135,000 members in 150 countries/territories.

The Society promotes the highest ethical standards in Polish investment community. CFA Society Poland gathers professionals involved in broadly defined investment and financial management. This group includes portfolio managers, financial analysts, investment advisors, risk managers and many other finance professionals.

Contact Person:
Monika Grabek
Executive Director

Mobile: 668 870 211
e-mail: monika.grabek@poland.cfasociety.org
e-mail: office@cfa.com.pl
www.cfasociety.org/poland

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Dorsum is a multi-award winning, innovative investment software provider. Since our foundation in 1996, we have become a leading software company in the Central and Eastern European (CEE) region. Our proprietary investment software family offers versatile solutions to players in capital markets and wealth management space. We support our clients with unique cooperation throughout the entire lifecycle of the products, which also includes managing their expectations in terms of functionality, time, and budget.
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