ABOUT THE COMPANY

EQUES INVESTMENT Towarzystwo Funduszy Inwestycyjnych S.A. conducts operations consisting in establishing and managing investment funds on the basis of the permission of the Polish Financial Supervision Authority obtained in April 2007.

The initial activities of the Company were focused on the establishment of specialized investment funds, dedicated to a narrow group of affluent Investors. In November 2011 Mr Tomasz Korab joined EQUES Investment TFI SA.  Together with a team of specialists he expanded operations of the Company with new investment solutions addressed to a large group of Customers.

The current offer of the Company comprises 30 funds and sub-funds, including: open-end funds investing in capital markets, alternative investments offered in the form of closed-end funds and private funds –vehicles used for the optimization of the asset structure or accomplishment of specific business projects.

We constantly work on new innovative investment proposals which go beyond standard financial solutions to meet the expectations of the most demanding Investors.

 As of at the end of 2016, the total value of funds' assets managed by the Company amounted to PLN 1.2 billion.

Management board


Tomasz Korab President of the Management Board


Holds an investment advisor license No. 167
and a stockbroker license No. 1581.

In EQUES Investment TFI SA he is responsible for Departments of: Alternative Investments Funds, Development, Sales, Marketing, Supervision and Operations and Registers.

Kamil Chylak Member of the Management Board



Holds a stockbroker license No. 2000 and the title of the Qualified Securities Registration specialist No. 482.

In EQUES Investment TFI SA he is responsible for Departments of: Funds Administration, Risk Management, Settlement and the Finance and Accounting.

Andrzej Domański Member of the Management Board

Chartered Financial Analyst (CFA).

In EQUES Investment TFI SA he is responsible for the Capital Markets Investment Funds Department

Key management


Tomasz Korab President of the Management Board

Holds an investment advisor license No. 167 and a stockbroker license No. 1581.

He graduated from the Finance and Banking Department of the Warsaw School of Economics. He began his professional career in 1997 as a stockbroker in Bank Handlowy w Warszawie SA. Next, he was responsible for the overall customer relationship of CAIB Investment Management SA , including consulting services on selection and changes of the Customers' investment strategies. In the years 2001-2003, he was an Investment Advisor and Deputy Portfolio Management Director in BRE Asset Management SA, responsible for stock and balanced portfolios. From 2004, a Member of the Management Board and then Vice-President of the Management Board of OPERA TFI SA. In the years 2007-2010, General Partner of OPERA-Kwiatkowski i Wspólnicy S.K.A. - a company managing portfolios of investment funds and individual portfolios of Customers. In EQUES Investment TFI SA since November 2011. 

Kamil Chylak Member of the Management Board

Holds a stockbroker license No. 2000 and the title of the Qualified Securities Registration specialist No. 482.

He graduated from the Finance and Banking Department of the Warsaw School of Economics. He began his professional career in 2000 in the banking sector as a Clerk and then as a Specialist in the Domestic Operations Department in the SOCIETE GENERALE SA Branch in Poland. Since 2004, he has been associated with the capital market, as he started work in the Bank's Department of Trust Services. In the years 2008-2011, he was associated with the OPERA group where he worked first as a Team Manager and then as the Director of the Department of Records and Registers in OPERA Dom Maklerski Sp. z o.o., where he organized the operation of the back office and was responsible for cooperation with international financial institutions in the scope of operation of the Brokerage House in foreign markets. From 2010 to May 2011, a Member of the Management Board of OPERA Dom Maklerski Sp. z o.o. supervising the Department of Records and Registers, the Legal Department and the Department of Development and Marketing, and during the vacancy at the position - from September to October 2010 - Supervising Inspector. In the years 2008 - 2010, he also worked as the Settlement Department Director at OPERA-Kwiatkowski i Wspólnicy S.K.A. In EQUES Investment TFI SA since November 2011.

Andrzej Domański Member of the Management Board

Chartered Financial Analyst (CFA).

A graduate of Krakow University of Economics. He started his career in Investor Relations Department of PKO BP SA. Then worked for the Economic Analysis Office of the Bank BPH SA, preparing reports for strategic sectors of the Polish economy. Present in the capital market since 2007. Initially he worked in KBC TFI as a Trader, then Director of the Transaction Execution Office and finally as Portfolio Manager. In the years 2010-2016 Portfolio Manager at Noble Funds TFI, where since 2014 he has also been a Director of the Fund Management Department. In EQUES Investment TFI SA since October 2016, as a Member of the Management Board. Winner of the Parkiet “Golden Portfolio” award and a three-time winner of the “Alfa” award, granted by Analizy Online SA.

Katarzyna Strykowska Head of Sales

She graduated from the Faculty of Management and IT of the West Pomeranian Business School in Szczecin and Finance and Banking Department of the Romuald Kudliński "Olympus" School. She started her professional work in 1997, in Wielkopolski Bank Kredytowy S.A., as an Individual and Institutional Customer Advisor. In 2001, after Bank Zachodni S.A. merged with Wielkopolski Bank Kredytowy S.A., she became the Director of one of the branches of the bank. In subsequent years she worked for Bank BPH S.A., then for the Skarbiec Group, including Skarbiec Asset Management Holding S.A, and later for BRE Wealth Management S.A. From 2007, she cooperated with the OPERA group and held managerial positions, including the Director of the Sales Department in OPERA Towarzystwo Funduszy Inwestycyjnych S.A. and in OPERA Dom Maklerski Sp. z o.o.

In EQUES Investment TFI SA she is responsible for cooperation with distributors, including banks and financial institutions, and for the development of the choice of products offered by the Company.

Piotr Fuliński Head of Development

He began work on the financial services market in 2003 as an Account Manager in Eurobank SA. In the years 2004-2005 he was employed in BPH TFI SA, where as a member of the Project Management Department, he was involved, among others, in creating investment funds, employee pension schemes and employee savings schemes. In the years 2006-2011, he worked for the OPERA group. His competencies as a Development Specialist, and then as a Project Manager and from 2008 Director of the Project Management Department in OPERA Towarzystwo Funduszy Inwestycyjnych SA included management of projects related to the creation of investment funds, broadly taken administration of investment funds and cooperation with investors in dedicated funds. In the years 2008-2011, he also worked at OPERA Dom Maklerski Sp. z o.o. as the Director of Primary Market Department. In EQUES Investment TFI SA since November 2011. 


Jakub Liebhart Head of Alternative Investments Fund Management,
Fund Manager

Chartered Financial Analyst (CFA).
Investment advisor, license No. 655.
Securities broker authorized to perform investment advisory services, license No. 2700.
 
Master of Science in Economics (the field of studies: Finance and Accounting), holder of Bachelor’s Degree in International Economics, graduate of the Warsaw School of Economics. Also studied International Master in Business Management at the Université Paris-Est Créteil. In EQUES Investment TFI S.A. since 2013 as an Analyst in the Asset Management Department, since 2015 as a Fund Manager. Member of EQUES Investment TFI S.A. Investment Committee.

In EQUES Investment TFI S.A. he is responsible for analysis of investment projects and fund management.


The Supervisory Board

Jerzy Kobyliński

President of the Supervisory Board
A graduate from the Hydro-engineering Department of Gdansk University of Technology.

In the years 1990 – 1994 General Director in Fundusz Gospodarczy NSZZ Solidarność Sp. z o.o. From 1990 till 1994 President of the Supervisory Board at Solidarność Chase Bank SA and Member of the Supervisory Board at STU HESTIA Insurance SA. In the years 1994 – 1995 CEO at Sopocki Dom Maklerski SA, and from 2002 to 2016 at Prime Car Management SA. In the years 2002-2010 he also joined  Miedzynarodowe Targi Gdanskie SA as President of the Supervisory Board. 

Currently holds CEO position in: Futura Leasing SA (since 1995) and Masterlease Sp. z o.o. (since 2010). He holds Chairman of Supervisory Committee of the Polish Leasing Association (PLA) position since 2004, and is also a Vicepresident of the Executive Board at this Association (since 2014). Member of the Board at Theatrum Gedanense and Hospicyjna Foundations. Member of the Lions Club Gdansk – 1, 

Krzysztof Fąferek 
A graduate from the Hydro-engineering Department of Gdansk University of Technology (1979-1985)

Spółdzielnia Usług Hydrotechnicznych „Wodnik” – Member of the Management Board (1985-1989) 
PTH Top-Art. Sp. z o. o. - Member of the Management Board (1989 - 1992) 
Towarzystwo Inwestycyjne ART Sp. z o. o. - Member of the Management Board (1992-1999) 
Meritum Bank ICB SA – Member of the Supervisory Board (2008-2012)

Dom Finansowy QS SA - Member of the Supervisory Board (since 2000)
Cross Finance Sp. z o.o. - Member of the Supervisory Board - (since 2002) 
Cross Loan Sp. z o.o. - Member of the Supervisory Board - (since 2014)
Investments Sp. z o.o. (General Partner in Alfa Investments Sp.z o.o. S.K.A.) - Member of the Management Board - (since 2008) 
Invest Sp.z o.o. (General Partner in Beta Invest Sp.z o.o. S.K.A.) - Member of the Management Board - (since 2013)
EQUES Investment TFI SA - Member of the Supervisory Board 
Paweł Gricuk

A graduate from the University of Łódź, Faculty of Economics and Sociology.

Since 2015 Member of the Supervisory Board at Paradyż SA. Since 2013 Chairman of the Investment Committee of Polskie Inwestycje Rozwojowe SA ("PIR SA"). Since 2010 the founder and owner of PGEnergy Capital Management Sp. z o.o. In the years 2005-2015 Member of the Supervisory Board at TVN SA, and from 2014 to 2015 Advisor in Tele-Fonika Kable SA.

Earlier, he held CEO at Petrolinvest SA (2007 - 2010), Member of the Board of Directors at "Wheelebrator Inc." (2006-2008), and had own business activity "JADE INVESTMENTS" (2005-2007). From 1993 to 2005 associated with J.P.Morgan & Co., as a Vice President in London and later as President of the Branch of J.P. Morgan Chase Bank in Warsaw. In the years 1990-1993 Senior Auditor at Arthur Andersen. In the years 1989-1990 owner of the company "Desk Top Cafe" in Wellington, New Zealand.

Krzysztof Kulig

Graduate of International Trade & Finance, University of Łódź, Poland and the University of Kent, England. He holds an MBA from the University of Calgary, Canada. In the years 2007-2011 he was a Vice-President of the Polish Private Equity Association.

He began his professional career at Euronet Wordwide, where he was the Managing Director and Vice-President of the Polish subsidiary. In the years 2000 –2001 he worked at Heidrick & Struggles, where he was a principal consultant and head of the e-business and professional services operations.

In 2001 joined Innova Capital, initially as Managing Director and now as Managing Partner. He is responsible for developing investments in financial services and B2B services across the region as well as maintaining relationships with the company’s business partners and LPs. He co-led investments in Expander, PolCard S.A., Dom Finansowy QS, Meritum Bank, Provus and Pekaes.

Member of the Supervisory Board in the following companies: WP, Pekaes and Neomedic.

Łukasz Osiński

Graduated Law and Administration Faculty at Gdansk University in 2004. He completed judiciary apprenticeship at the Appeal Court in Gdansk and passed the judiciary exam in 2007. Attorney at Law. Member of the Pomeranian Attorney At Law Bar Association.

Since 2005 he has been cooperating with leading law firms in northern Poland, including Krzyżagórska Podniesiński and Łoboda Law Firm since 2012.

Łukasz Osiński has a wide experience of legal service for business entities, including commercial companies from financial, energy, e-commerce and IT sector. He specialises in broadly defined business law, including company law, mergers and acquisitions, competition law, as well as in intellectual property law and energy law. He has advised leading energy capital groups in Poland on implementation of IT systems for customer service. He was responsible for projects of transformation, acquisition and division of commercial companies from various market branches, as well as for SPA transactions. In 2015 he graduated Postgraduate Studies on Tax Advising and Taxes at Management and Economy Faculty at Gdansk University of Technology. President of the Supervisory Board of Futura Leasing SA.


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