2nd INTERNATIONAL CONFERENCE
“Pan-European Personal Pension Product (PEPP) –
Regulation and Technical Standards towards market realization”
Under the patronage of Mr. Boiko Atanasov, Chair of the Financial Supervision Commission of Bulgaria
29-30 October 2020, VUZF University, Sofia
Main Ceremonial Hall
AGENDA
29 October
Online through the link
http://meet.google.com/sep-xcno-iph
Time zone in Bulgaria, UTC +2, EET Eastern European Time, commences on 25 October 2020
8.30 – 9.30 Online connection to the link http://meet.google.com/sep-xcno-iph
9.30 – 9.50 Official opening
Prof. Dr. Grigorii Vazov, Rector of VUZF University
Mr. Boiko Atanasov, Chair of the Financial Supervision Commission
9.50 – 10.15 Keynote speech
The PEPP: where we stand (Technical Standards and Level 2 legislation)
Ms. Sandra Hack, Principal Expert on Financial Stability EIOPA
10.15 – 11.05 FIRST PANEL: The role of the Technical Standards and the Level 2 legislation for the Pan-European Personal Pension Product (PEPP) market realization.
Panelists: Evgenia Angelova, Deputy Chairperson, Committee on budget and finance, 44th National Assembly of the Republic of Bulgaria, Matti Leppala, Secretary General, PensionsEurope, Nicolas Jeanmart, Head of personal & general insurance, Insurance Europe, Prof. Bernard Delbecque, Senior Director, Economics & Research, European Fund and Asset Management Association, Еxperts from the Financial Supervision Commission
Moderator: Prof. Dr. Virginia Zhelyazkova, Vice Rector VUZF
11.05 – 11.20 Questions to the panelists
Scientific reports
11.20 – 11.35 ESG factors consideration in PEPP regulation
Prof. Dr. Michele Siri, The University of Genoa
11.35 – 11.50 Building PEPP Consortia: Who Does What?
Prof. Dr. Hans van Meerten, The University of Utrecht
Ralph Richards, M&R Partners GmbH, Switzerland
11.50 – 12.20 Q&A session/discussion
12.20 – 13.20 Lunch Break
13.20-13.35 Keynote speech
Basic PEPP – safe, transparent and cost-efficient product
Assoc. Prof. Stanislav Dimitrov, Director of research unit „Insurance and Pensions“, VUZF Lab
13.35 – 14.25 SECOND PANEL: The Pan-European Personal Pension Product (PEPP) – true retirement savings product.
Panelists: Hristina Pendicheva, State Expert, Financial Markets Regulation Directorate, Ministry of Finance of the Republic of Bulgaria, Мartin Ramharter, Senior Legal and Policy Advisor, Federal Ministry of Finance, Austria, Evelina Miltenova, Chairperson of the MB, Bulgarian Association of Supplementary Pension Security Companies, Falco Valkenburg, Immediate Past Chairperson, Actuarial Association of Europe, Dr. Francesco Briganti, Secretary General, CBBA Europe, Cross Border Benefits Alliance, Experts from the Financial Supervision Commission
Moderator: Assoc. Prof. Dr. Stanislav Dimitrov, VUZF
14.25 – 14.40 Questions to the panelists
Scientific reports
14.40 – 15.00 PEPP design and distribution
Prof. Dr. Pierpaolo Marano, Università Cattolica del Sacro Cuore – Milan
Dr. Francesco Briganti, CBBA Europe
15.20 – 15.40 ESG Factors Application in Personal Saving Products
Prof. Dr. Virginia Zhelyazkova, Vice Rector VUZF, Director of research unit “Finance and Financial Management”, VUZF Lab
Dr. Jivka Nikolova, Bulgarian Academy of Science
16.00-16.30 Questions and discussion
16.30-16.40 Wrap-up Day 1
Assoc. Professor Stanislav Dimitrov, VUZF
30 October
Online through the link
http://meet.google.com/sep-xcno-iph
9.00 – 9.30 Online connection to the link http://meet.google.com/sep-xcno-iph
9.30-9.50 Keynote speech
Prof. Dr. Claudio Tebaldi, Università Commerciale L.Bocconi, Milano – online
9.50 – 10.40 THIRD PANEL: The customer in the centre of the long-term retail savings and investment products.
Panelists: Tatiana Bitunska, Chairperson of the MB, Bulgarian Actuarial Society, Gloria Dimitrova, Member of the MB, Association of Bulgarian Insurers, Yavor Achev, Country Manager of Amundi Asset Management for Bulgaria, Martin Parkes, Managing Director, member of BlackRock’s Global Public Policy Group, Experts from the Financial Supervision Commission
Moderator: Assoc. Prof. Dr. Radostin Vazov, Vice Rector, VUZF
10.40 – 10.55 Questions to the panelists
Scientific reports
10.55 – 11.10 Protection mechanisms for consumers of secondary and third pillar pension products
An Wouters, PhD candidate, The University of Utrecht – online
Jorik van Zanden, PhD candidate, The University of Utrecht – online
11.10 – 11.25 Financing the health system – problems and challenges
Assoc. Prof. Dr. Radostin Vazov, Vice Rector, VUZF University
11.25 – 11.40 Pension Reforms and Capital Market Development: Evidence from Israel
Dr. Elroi Hadad, Shamoon College of Engineering, Israel
11.40 – 11.55 Selling personal retirement products through bank channel
Gichka Arnaudova, PhD candidate VUZF
Tanya Genova, PhD candidate VUZF
12.10 – 12.20 VUZF study on the potential savers attitudes towards PEPP
Results presentation
Assoc. Prof. Dr. Stanislav Dimitrov, Director of research unit „Insurance and Pensions“, VUZF Lab
12.20 – 12.40 Q&A session and discussion
12.40-13.30 Lunch Break
13.30 – 13.45 PEPP – Legal prerequisites and guarantees
Assoc. Prof. Lubka Tzenova, PhD, VUZF
13.45 – 14.35 FOURTH PANEL: The holistic approach to the risk assessment and management of long-term retail savings and investment products.
Panelists: Prof. Dr. Pierpaolo Marano, Università Cattolica del Sacro Cuore – Milan, Prof. Dr. Hans van Meerten, The University of Utrecht, Tzvetomir Iliev, Chief Investment Officer, Allianz Bulgaria Holding, Dr. Nickolai Slavchev, Bulgarian Association of Supplementary Pension Security Companies, Dr. Jivka Nikolova, Bulgarian Academy of Science, Experts from the Financial Supervision Commission
Moderator: Assoc. Prof. Dr. Yulia Dobreva, Director of research unit „Economics“, VUZF Lab
14.35 – 14.50 Questions to the panelists
Scientific reports
14.50 – 15.05 Capital pension schemes in CEE countries – results and prospects
Dr. Nikolina Mareva, University of Agribusiness and Rural Development, Plovdiv
Ch. Assist. Prof. Ralitsa Pandurska, PhD, University of National and World Economy, Sofia – online
15.20 – 15.35 Psychological perspective towards long-term savings
Assoc. Prof. Teodora Lazarova, PhD, VUZF
15.35 – 15.50 What can help us the existing experience in saving in retirement products
Borislava Iribozova, VUZF
15.50 – 16.05 For the average values of parameters in the pension system of Bulgaria
Assoc. Prof. Stanislav Dimitrov, Director of research unit „Insurance and Pensions“, VUZF Lab
16.05 – 16.20 Problems and challenges for pension insurance model in Bulgaria
Ch. Assist. Prof. Diana Metalova, University of National and World Economy, Sofia
16.20 – 16.35 Retirement income planning as an element of long-term personal finance management
Dr. James Yolovski, VUZF
16.35 – 16.50 Practical approaches for forming a portfolio of financial assets
Maria Dimitrova, PhD candidate VUZF
16.50 – 17.05 Good practices in financing through the capital market of small and medium-sized enterprises (on the example of the capital markets in Poland and Romania)
Snejana Yotinska, PhD candidate VUZF
17.05 – 17.20 Q&A session and discussion
17.20 – 17.30 Conclusions from the conference – common standpoint, adoption of conclusive document
Note: Official language of the conference is English. Simultaneous interpreting will be provided only for the Official Opening.
The conference is organized with the support of the Bulgarian National Science Fund under Contract № КП-06-МНФ/13 from 24.09.2020.
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