Aspiring students and seasoned professionals, seize the opportunity to shape your future in the dynamic realm of capital markets. We are thrilled to extend an invitation to you for the upcoming edition of our Talent Workshop. Discover our comprehensive agenda and initiate your registration process today.
Talent Workshop: Where Financial Mastery Begins
The Talent Workshop isn't just a learning platform; it's a pivotal part of the larger tapestry that is the CFA Institute Research Challenge. This international competition has recently commenced its local editions in Poland, Latvia, and Lithuania, presenting an unparalleled opportunity for growth and networking.
The CFA Institute Research Challenge stands as a beacon for ambitious students, offering a rigorous yet rewarding venture. This annual global competition is a crucible for honing financial analysis skills, providing hands-on mentoring, and intensive training in equity research. You'll work in teams, taking on the role of a research analyst. Your challenge? To value a stock, craft a compelling research report, and persuasively present your recommendations. Compete against peers from various institutions and aim for local, regional, and global recognition.
Official Agenda of the 2023 CFA Society Poland Talent Workshop
02:00 – 02:05 pm CET Welcome Remarks by prof. Krzysztof Jajuga (CFA Society Poland)
02:05 – 03:30 pm CET Valuation: Art, science, craft or magic?
In this unique exploration, we delve into the intricate world of financial valuation. Is it an art, requiring intuitive judgment? A science, grounded in empirical data and structured methodology? A craft, honed through experience and skill? Or is there a touch of magic in how numbers and markets align to reveal a company's worth? Join us as we unravel these perspectives, blending theory with practice, and unveil the multifaceted nature of valuation in the dynamic realm of finance. This journey promises to enlighten, challenge, and inspire both novices and seasoned professionals alike. A workshop by Łukasz Ziemba, CFA and Karol Ochojski, CFA (Deloitte).
03:30 – 04:30 pm CET Go Sustainable, Grow Value: ESG, the Future of Smart Investment
"Go Sustainable, Grow Value: ESG, the Future of Smart Investment" is a transformative workshop designed for forward-thinking investors and financial professionals. This session will delve into the essentials of Environmental, Social, and Governance (ESG) investing, showcasing how sustainable practices can drive financial success. Attendees will gain invaluable insights into integrating ESG strategies into investment portfolios, ensuring their financial decisions not only yield returns but also make a positive impact on the world. Join us to navigate the evolving landscape of smart, sustainable investing. A workshop by Bartosz Pawłowski, CFA (CFA Society Poland).
04:30 – 05:30 pm CET AI-Driven Finance: Revolutionizing Investment Landscape
Artificial Intelligence (AI) is dramatically transforming the investment industry by enabling more precise, data-driven decision-making. With its advanced algorithms, AI analyzes vast amounts of market data at unprecedented speed, uncovering trends and patterns that human analysts might miss. This technology empowers investors with predictive insights, improving the accuracy of future market movements and investment risks. AI's role extends to automating routine tasks, enhancing efficiency, and providing personalized investment strategies, thus reshaping the landscape of investment management towards a more informed, efficient, and tailored approach. A workshop by Maciej Kowalczyk, CFA (CFA Society Poland).
Meet our experts:
Łukasz Ziemba, CFA (Deloitte)
Łukasz is a Manager in the Valuation and modeling practice in Deloitte, where he is responsible for company and intangible assets valuations as well as financial modeling. Łukasz is a Chartered Financial Analyst.
Karol Ochojski, CFA
Karol is a Manager in the Financial Advisory team at Deloitte. In his work, he is focused on the areas of financial modeling and business valuation. Karol has more than five years of experience in financial consulting.
Krzysztof Jajuga, President, the Board of Directors, CFA Society Poland
Professor of Economics, a lecturer at Wroclaw University of Economics and Business, and also at foreign universities (including Jiao Tong University in Shanghai). In his scientific and research work, he focuses on finance and statistics as well as econometrics. Head of the Department of Financial Investment and Risk Management, and director of the Institute of Financial Management at Wroclaw University of Economics and Business. He is a Chairman of the Statistics and Econometrics Committee of the Polish Academy of Sciences, Deputy Chairman of the Committee on Economics of the Polish Academy of Sciences, and Member of the presidium of the Committee on Finance of the Polish Academy of Sciences. He is also a member of the Central Commission for Degrees and Titles and President of the Board of Directors at CFA Society Poland. He cooperates with numerous financial institutions and companies. He has served as a member of the Scientific Council of the National Bank of Poland and as a member of the Council of the Warsaw Stock Exchange.
Bartosz Pawłowski, CFA, Vice President, the Board of Directors, CFA Society Poland
Bartosz Pawłowski, CFA is Vice President and Chief Investment Officer at mTFI (mBank Group). In his work, he focuses on the optimal construction of globally diversified investment portfolios. In 2016—20 he was Chief Investment Officer of mBank Private Banking, where he oversaw asset management and investment advisory. Previously he spent 10 years in London, initially as Global Head of Emerging Markets Strategy at BNP Paribas and then as a Portfolio Manager at Finisterre Capital, an EM-oriented macro hedge fund. Bartosz holds an M.A. in Economics from SGH Warsaw School of Economics and is a CFA charterholder. He has also completed a High-Performance Leadership course at IMD in Lausanne. He has been a board member of CFA Society Poland since 2020 focusing on networking projects, ESG/DEI, learning courses, and market research. Finally, Bartosz has been a CFA Institute Research Challenge grader for several years and has participated in multiple panel discussions representing the Society.
Maciej Kowalczyk, CFA, Member, CFA Society Poland
Specialist in fintech, asset management, market risk management, data processing, and automation in financial institutions. He gained experience working at the Royal Bank of Scotland (derivatives analysis), Accenture (risk management, banking systems implementation), and fintech Turbine Analytics (co-creator of asset management and risk analytics systems for investment funds). He is currently working with fintech, data analytics, and AI/ML startups.