EDUCATION


11.10.2013              scientific degree of Doctor Habilitatowany (dr hab.) in Finance, granted by the Board of Faculty of Economics, Poznan University of Economics and Business


09.2006-01.2007   Columbia University, Graduate School of Business, New York, USA, Post-doc Kosciuszko Foundation Fellow; courses attended: Econometrics I & II (PhD studies); Behavioral finance, Alternative Investments, Advanced corporate finance (MBA)


16.09.2005              scientific degree of PhD, Doctor in Economics with honours, granted by the Board of Faculty of Economics, Poznan University of Economics and Business


04.2001-09.2005   Doctoral Studies at Poznan University of Economics and Business, Faculty of Economics, Dissertation topic: Development of investment fund market in Poland, defended September 13, 2005


08.2004-02.2005   Columbia University, Graduate School of Business, New York, USA, PhD Fulbright Visiting Scholar; courses attended: Theory of Finance, Econometrics (PhD studies), Investment and Wealth Management, Corporate finance (MBA)


14-27.07.2002        Polish-American Summer School of Economics, topic: Capital Market, certificate


09.1996-02.2001   Master’s Studies at Poznan University of Economics and Business, Faculty of Economics, Field of Finance and Banking, Specialization in Banking, Dissertation topic: Investment funds as the institutions of risk management defended on February 2, 2001 with a grade: excellent (6,0; A+), a scientific degree: M. Sc.; final score: very good (5,0; A)

 


RESEARCH INTERESTS

Polish investment fund market, fund performance and risk, portfolio management, portfolio theory

 


ACADEMIC AWARDS AND SCHOLARSHIPS

September 2013      Award of the Committee on Financial Sciences of the Polish Academy of Sciences promoting outstanding scientific achievements for monography titled Efektywność funduszy inwestycyjnych. Podejście techniczne i fundamentalne (Investment fund performance. Technical and fundamental approach)


November 2012       Distinction for C.H. Beck for monograph of Katarzyna Perez titled Fundusze hedge. Istota, strategie, potencjał rynku (Hedge funds. Essence, strategies, market potential) in the Competition for the best publications in finance, Fair of Economic Publishing Companies


2011-2013                Scholarship for the outstanding young scientists of Polish Minister of Science and Higher Education (one of the most highly ranked Awards in Poland)


November 2007       Individual Award of Rector of Poznan University of Economics and Business in the field of academic achievements for monograph Fundusze inwestycyjne. Rodzaje, zasady funkcjonowania, efektywność (Investment funds. Styles, industry, performance)


April 2007                 βeta 2007 Prize Nomination for outstanding achievements in finance for the monograph titled Fundusze inwestycyjne. Rodzaje, zasady funkcjonowania, efektywność (Investment funds. Styles, industry, performance) (Wolters Kluwer 2006, pp. 270)


April 2006                Post-doctoral Fellowship of the Kosciuszko Foundation, edition 2006 – 2007, Visiting Scholar at Columbia University Graduate School of Business, research topic: Behavioral aspects of capital allocation in mutual funds


February 2004        Pre-doctoral Fulbright Scholarship, Polish-U.S. Fulbright Commission; edition 2004 – 2005; Visiting Scholar at Columbia University Graduate School of Business, research topic: Attractiveness of mutual fund industry in Poland


October 2003           Distinction for Young Researcher – Stay with Us, organized by Polityka Magazine, 2003 edition (one of the most highly ranked awards in Poland)

 


Joint Awards of Rector of Poznan University of Economics and Business in the field of academic achievements, 2003, 2007, 2008, 2009, 2010



GRANTS

Grants of Polish Ministry of Science and Higher Education:


  1. 2009-2012 on Polish mutual fund performance and their attributes (principal investigator: Katarzyna Perez)
  2. 2008-2010 on the possibilities of hedge fund market development in Poland within the context of mature markets (principal investigator: Katarzyna Perez)
  3. 2004-2005 on the development on mutual fund market in Poland (principal investigator: prof. Wiesława Przybylska-Kapuścińska, investigator: Katarzyna Perez)

Grant of British Council and Polish Ministry of Science and Higher Education within the British-Polish Young Scientists Program; on the mutual fund performance persistence in Poland, 2008

 


ACADEMIC POSITIONS

Since 03.2017          Coordinator of the University Affiliation Program of CFA Institute for Finance program at PUEB (preparation of the application of UAP – accreditation granted in July 2017; coordination of the program at PUEB)


Since 10.2016          Coordinator of the Finance and Accountancy (Finanse i rachunkowość) program at Faculty of Economics, PUEB


Since 10.2016          Member of the Program Committee, International Affairs Committee and PhD Studies Committee at Faculty of Economics, PUEB

 


OTHER PROFESSIONAL ACTIVITIES

Since 11.2017          BZ WBK TFI, independent member of the Supervisory Board


09.2015                     Private opinion and the assessment of the mutual fund investor's profile for MERSKI Radcy Prawni i Adwokaci SK


2007-2008                Expert’s opinions on the governmental proposals of  the amendments and self-amendments to the Investment Fund Act of 27 May 2004; Financial Instruments Act of 29 July 2005 and Public Offer and Public Companies Act of 29 July 2005 (freelance work for the Sejm Office – Polish Parliament )

 



SUPERVISION OF PHD DISSERTATIONS


  1. Jacek Truszkowski, PhD thesis titled Influence of information risk on long-term returns from stocks after IPO (Wpływ ryzyka informacyjnego na długookresowe stopy zwrotu z akcji po pierwszych publicznych emisjach), PhD thesis in Polish, supervisor: prof. dr hab. Wiesława Przybylska – Kapuścińska, second supervisor dr Katarzyna Perez, PhD granted 08.11.2013
  2. Marcin Bielicki, PhD thesis titled Measurement of efficiency of public venture capital funds (Pomiar efektywności publicznych funduszy venture capital), supervisor dr hab. Katarzyna Perez, associate prof. of PUEB, PhD procedure opened: 03.03.2017
  3. Vitaly Kaganov, PhD thesis titled Unified asset pricing model, supervisor:supervisor dr hab. Katarzyna Perez, associate prof. of PUEB, PhD procedure to be opened: 11.2017 or 12.2017


REVIEWS OF PHD DISSERTATIONS


  1. Hubert Wiśniewski, PhD, thesis titled Influence of macro variables on the stock indices (Wpływ zmiennych makroekonomicznych na indeksy giełdowe), supervisor dr hab. Ryszard Kokoszczyński, associate prof. of Warsaw University, PhD defence 12.12.2014
  2. Artur Trzebiński, thesis titled Economical determinants of public real estate funds (Ekonomiczne determinanty stóp zwrotu publicznych funduszy nieruchomości), supervisor Prof. dr hab. Wiesława Przybylska-Kapuścińska, full-time prof. of Poznan University of Economics and Business, PhD defence 05.12.2014
  3. Adam Lulek, thesis titledImpact of financial reporting system on stock market decisions (Oddziaływanie systemu sprawozdawczości finansowej na decyzje inwestorów giełdowych), supervisor dr hab. Piotr Szczypa, associate prof. of Szczecin University, PhD defence 03.02.2015


REFEREE FOR ACADEMIC JOURNALS

Investment Analysts Journal, PAN Finanse, Acta Scientarium Polonorum Oeconomia (2), Ruch Prawniczy, Ekonomiczny i Socjologiczny, Zarządzanie Finansami i Rachunkowość WNE SGGW (2), Bank i Kredyt



MEMBER OF PROGRAMM COMITEES


  • 2017 FINSTAT (2nd Polish Conference on Finance – Statistics – Empirical research), Wroclaw University of Economics, Wrocław, Poland
  • 2016 FINSTAT (1st Polish Conference on Finance – Statistics – Empirical research), Wroclaw University of Economics, Wrocław, Poland
  • 2017 Contemporary Challenges of Finance and Accountancy (Współczesne Wyzwania Finansów i Rachunkowości), Szczecin University, Konin, Poland
  • 2016 Contemporary Challenges of Finance and Accountancy (Współczesne Wyzwania Finansów i Rachunkowości), Szczecin University, Konin, Poland


CONFERENCE ORGANIZATION

April 2017             1st International Conference on Finance and Economic Policy (ICOFEP), Poznan University of Economics and Business, Poznan, Poland



INTERNATIONAL RESEARCH VISITS


  • USA, New York, Columbia University (School of Business and School of International and Public Affairs): 2004-2005, 2007, 2008, 2012
  • Great Britain, London School of Economics and Political Science, Financial Markets Group: 2008, 2010, 2011
  • Mexico, Mexico City, Instituto Tecnológico Autónomo de México (ITAM): 2008, 2009


PRESENTATIONS AT INTERNATIONAL ACADEMIC MEETINGS

30 July-2 August, 21st APRIA 2017 Annual Conference, Poznan, Poland; 31 May – 3 June 2017, 2017 International Trade & Finance Association Conference, Poznan, Poland; 26-27 April 2017, International Conference on Finance and Economic Policy (ICOFEP) 2017, Poznan, Poland; 3-7 lipca 2011 International Management Development Association WORLD BUSINESS CONGRESS, Poznan, Poland;  27-30 June 2011  Euroconference 2011 Crises and Recovery in Emerging Markets, Izmir, Turkey; 27-30 June 2010, 17 Global Finance Conference, Poznań , Poland;