Union Investment Fund Managers

Ryszard Rusak Position: Senior Equity Fund Manager, Head of Equities

Graduate of the Management Department of the Gdańsk University. Involved in the capital market since the year 1994. He started his professional carrier in the position of stockbroker in DM Penetrator, and then in the Broker’s Office of the Bank of Gdańsk. In the year 1997 he obtained an investment adviser license (license num. 123). In years 1998-1999 he worked in the Assets Management section of DM BIG BG, in the position of investment adviser, and then as investment manager. From the year 2000 he is an investment adviser in Union Investment TFI S.A. responsible for Polish and foreign joint-stock funds. Since 2005 at the post of Senior Equity Fund Manager, Head of Equities. He co-manages equity subfunds: UniKorona Akcje, UniStabilny Wzrost, UniAkcje: Nowa Europa and balanced subfund: UniKorona Zrównoważony. In his work he endeavors to obtain a stabile result and for it to continue into the following years. A helpful method proves to be the long-term and penetrating observation of the market, realized every day by the means of accessible tools.

Dariusz Lasek Position: Senior Debt Fund Manager, Head of Debt

Graduate of the Economic Department of the Marii Curie-Skłodowskiej University. He started work in the capital market in the year 1998 in DM Penetrator in the position of the assistant stockbroker of securities. In the years 1998-2001 his acquired his professional experience as a market analyst for debt securities and main economist in Commercial Union Towarzystwie Ubezpieczeń na Życie and in Commercial Union Investment Management. He joined the Union Investment TFI SA management team in the year 2002. He specializes in the management of interest rates and supervises the field of debt investments – since April 2006 as head of Debt. He manages money market and bond funds UniWIBID SFIO, UniStabilny Wzrost, UniObligacje: Nowa Europa Since march 2008 he has co-managed subfunds UniKorona Zrównoważony and and UniKorona Obligacje. In the case of monetary funds this strategy translates into the everyday analysis of the portfolio from the view of its profitability, liquidity and examination of the credit risk. The management of debt securities funds is based on the analysis of macroeconomic scenarios for the purpose of properly positioning portfolios on the profitability curve.

Andrzej Czarnecki Position: Fund manager

Graduate of the Economics Faculty at the University of Warsaw, since 2003 active in the field of securities. He joined Union Investment TFI S.A. in 2004 r as Money Market and Debt Analyst. He was promoted in May 2006 for the post of Fund Manager. In August 2006 he obtained the investment advisor license no. 234. He manages subfunds: UniEURIBOR, UniKorona Pieniężny, UniDolar Obligacje and co-manages subfunds: UniStoProcent Plus.

Jarosław Lis Position: Portoflio Manager

Graduate of the Warsaw School of Economics – Management faculty; finance management and financial instruments. Since April 2002 employed in PKO BP S.A. at the post of financial analyst, responsible for company analyses, project and credit risk valuation. Since November 2002 till November 2006 r. employed in SEB TFI S.A. – as investment analyst first, middle 2004 started managing funds and investment portfolios for individuals and institutions Since November 2006 in Union Investment TFI S.A. at the post of Portfolio Manager, Managing subfunds: UniAkcje Sektory Wzrostu, UniAkcje Małe i Średnie Spółki Co-managing subfunds: UniStoProcent Plus

Maciej Kik Position: Trader

Graduate of the Warsaw School of Economics – Finance and banking faculty; Specialization: Investment banking. He finished additional study for Investment Advisers and Stock Market Analyst organised by Business Development Institute. He joined Union Investment TFI S.A. in 2006. Since March 2008 he has been managing Asset Management model portfolios and from September 2008 - UniMaxZagranica subfund.

Tomasz Matras Position: Portfolio Manager

The Warsaw School of Economics’s graduate ( his major: finance and banking). His master’s thesis - “Commercial papers and corporate bonds’s market and his development prospects in Poland” has been prized and master’s exam took place in 2005. “Tomasz Matras started Ph.D. studies at the College of Management and Finance at the Warsaw School of Economics in January 2006. Employed as Junior Financial Specialist in the Finance and Clearance Department at the BRE BANK Investment House. Since September 2005 at the post of Financial Analyst in the BZ WBK Faktor Sp. Z o.o. Business Risk Evaluation Department, responsible for company credit ratings. . Joined the Union Investment company in 2006 as Equity Analyst. Since 2008 at the post of Portfolio Manager.

Robert Burdach Position: Equity Specialist

Graduate of the Academy of Economics in Poznań (his major: Capital Investments and Company Financial Strategies). 2003-2004 employed as Financial Advisor. In the years 2005-2006 participant of management programme in the USA. In June 2009 Robert Burdach passed the last exam organized by the CFA Society of Poland, with the aim to obtain the title of Chartered Financial Analyst. Since 2008 at the Union Investment company. Responsible for financial reports analysis, credit rankings and evaluation / recommendation of joint stock companies. He manages subfund UniTotalTrend.

The site has been last updated on: 06.09.2011