CFA Society Poland Annual Seminar 2019

2020 CFA Society Poland Annual Conference held online in English between 21 and 23 October will feature presentation and e-panel discussions with portfolio managers, fintech experts and innovation specialists. This year thanks to our great speakers we will focus on trends and strategies in the 3rd decade of innovative finance practices. All finance professionals who would like to find out more about the upcoming innovation era may join the presentation by the guest Professor Jerome S. Engel who will speak about Investing in and Building New Technology Ventures in a Post-Covid World. 

In addition we offer our members (as a membership benefit only) a special workshops and seminars. Meirav Harel, a financial technology & digital disruption expert, will share her ideas about the future of finance in the meaning of New developments in the fields of investments, and where they are leading to (tokens, blockchain, digital currencies, STOs, new asset classes, crowdfunding, robo-advisors, crowd-investments). Sri Krishnamurthy, CFA, CAP will focus on use of data science, machine learning and artificial intelligence in the investment industry.

Please note: Our upcoming workshops as a part of 2020 Annual Conference are dedicated only to regular members of CFA Society Poland. Because of COVID-19 pandemic we decided to organize the event virtually. After registration and being confirms all participants will be informed about details how to join the conference.



Venue: online workshops and conference


(only for CFA Society Poland Members)


21 October 2020; 16:00 – 16:10 CEST
Welcome remarks by Professor Krzysztof Jajuga, President of CFA Society Poland

21 October 2020; 16:10 – 19:00 CEST
Fintech Seminar by Meirav Harel. Overview about the forces shaping the Financial ecosystem, including Technology (AI, Blockchain etc), The Tech-Giants, New business models, Regulations, how the Big Banks are dealing with the disruption. "New developments in the fields of investments, and where they are leading to": tokens, blockchain, digital currencies, STOs, new asset classes, crowdfunding, robo-advisors, crowd-investments etc.

22 October 2020; 15:10 PM – 18:00 CEST
Machine Learning Seminar by Sri Krishnamurthy, CFA, CAP. The use of data science and machine learning in the investment industry is increasing. Financial firms are using artificial intelligence (AI) and machine learning to augment traditional investment decision making. In this course, we aim to bring clarity on how AI and machine learning are revolutionizing financial services. We will introduce key concepts and, through examples and case studies, will illustrate the role of machine learning, data science techniques, and AI in the investment industry. In this series, we will provide an intuitive understanding to machine learning with just enough mathematics and basic statistics.

22 October 2020; 18:10 – 19:00 CEST
Presentation by prof. Jerome Engel, Haas School of Business, University of California, Berkeley: Building a Cluster of Innovation Economy. "Investing in and Building New Technology Ventures in a Post-Covid World".


(Available for all professionals after registration)
Date: 23 October 2020 r.


09:00 CEST Welcome Remarks

  • Professor Krzysztof Jajuga, President of CFA Society Poland

09:10 – 09:50 CEST Presentation: Can Covid-19 bring innovation to heavily battered active management

  • Bartosz Pawłowski, CFA, Chief Investment Officer, mBank Private Banking
  • Tomasz Kuciński, CFA, Asset Manager, mBank

10:00 – 10:40 CEST Presentation: Why has Tech had such an amazing decade, and will it last?

  •  William de Gale, FCA, CFA, Lead Portfolio Manager, BlueBox Asset Management UK Ltd

10:50 – 11:30 CEST Presentation: UBS

11:40 – 12:20 CEST Presentation: Covid-19’s impact on digital investments

  •  Dorsum

12:30 – 13:10 CEST Presentation: ESG – the new normal in active and passive investing?

  •  Erhard Radatz, Portfolio Manager, Invesco Quantitative Strategies

13:20 – 14:00 CEST Presentation: How we see the world thematically and then invest in it

  •  Alexander Gunz, Fund Manager, Heptagon Capital

14:00 – 15:00 CEST Networking Sessions

Experts you will meet


Zapisy wkrótce się rozpoczną.
Bądź na bieżąco!


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: +48 668 870 211
e-mail: monika.grabek@poland.cfasociety.org

Jakub Jański
Communication Coordinator
Mobile: +48 798 068 139
e-mail: jakub.janski@poland.cfasociety.org

e-mail: office@cfa.com.pl