CFA Society Slovenia

CFA Society Slovenia is a member society of CFA Institute.

CFA Society Slovenia is a member-focused organisation, run by a group of dedicated volunteers elected by the members. Our society is an association of local investment professionals engaged in a wide variety of roles including corporate finance, portfolio management, security analysis and investment advice. We aim to promote the highest ethical and professional standards within the investment industry. Board: Uroš Ivanc, CFA, President Kruno Abramović, CFA, Vice President Blaž Kmetec, CFA Sašu Cunder, CFA Bojan Ivanc, CFA Nina Kelemen, CFA Matija Filiplič, CFA Lan Filipič, CFA

Thank you for the reminder CFA Society Croatia 😉

Candidates, we remind you that the final (late) registration deadline for the June CFA Exam is tomorrow, March 11 at midnight. Do not forget to register!

Congratulations to the winning team of local Research Challenge 2020 in Ljubljana: Zagreb School of Economics and Management. With the support from their faculty adviser Ms. Ana Rauker and industry mentor Mr. Tomislav Bajić, CFA, CAIA they have sent the best report and had the most convincing presentation.

We wish Katarina, Fran, Jurica, and Mihael an outstanding experience at regional finals in Jordan. We keep our fingers crossed for your further quest in the competition. We also thank Atlantic Grupa and its Head of the IR, Ms. Ivana Bračun to provide a company’s presentation at the kick-off meeting.

Vabimo vas na finale lokalnega dela tekmovanja CFA Research Challenge 2019/2020, ki bo potekal v četrtek, 27. 2. 2020 med 17:00 in 19:30 v prostorih Gospodarske zbornice Slovenije (Dimičeva 13, Ljubljana, 1. nadstropje, dvorana A). Zagotovljeno je brezplačno parkiranje v 1. kleti.

CFA Research Challenge je projekt izobraževalne narave, ki ga podpira CFA Institute in je namenjen temu, da študenti višjih letnikov finančne smeri iz regije pridobijo izkušnje z vrednotenjem podjetja ter se seznanijo z osnovnimi etičnimi principi, ki delujejo na razvitem kapitalskem trgu. Študenti, ki pri tem sodelujejo, pridobijo priznanje ter priporočilo mentorja ter so s tem na trgu dela bolj konkurenčni od svojih tekmecev. Naše izkušnje so pokazale, da z delom na tem projektu pridobijo znanja, ki so koristna za številne delodajalce v finančnem sektorju ter v finančnih oddelkih realnega gospodarstva.

Na lokalnem finalu bo predvidoma šest ekip študentov iz 4 fakultet (ZŠEM iz Zagreba, Ekonomska fakulteta iz Ljubljane, EPF iz Maribora, Ekonomska fakulteta iz Skopja) iz 3 držav po natančni časovnici predstavljalo finančno analizo delnice podjetja Atlantic Grupa. Sodniki jim bodo zastavljali vprašanja, povezana z analizo. Zmagovalna ekipa bo napredovala v regionalni del tekmovanja, ki bo potekal med 1. in 2. aprilom 2020 v Jordaniji. Častni podeljevalec priznanj bo eden od viceguvernerjev Banke Slovenije. Dogodek bo potekal zgolj v angleščini, saj so to zahteve tekmovalnih pravil.

Po zaključku prireditve bo sledila pogostitev. Prosimo vas, da udeležbo na dogodku predhodno potrdite na [email protected].

Veselimo se vaše udeležbe.

S spoštovanjem,

Odbor Društva CFA Slovenija

{INTERVJU} 🗞📰 Delo
S predsednikom uprave NLB Skladov in društva finančnih strokovnjakov CFA Slovenija smo se pogovarjali
o svetovnem gospodarstvu in borzah, Trumpovih tvitih, morebitnih presenečenjih ECB in dogodkih, ki
vplivajo na delniške tečaje. Ob dejstvu, da imamo v Sloveniji že za 20 milijard evrov slabo obrestovanih vlog
v bankah, ljudem priporoča, da se o naložbah pogovorijo s finančnim svetovalcem.

https://info.delo.si/etrafika

Preberite članek na spletu➡️ https://www.delo.si/sobotna-priloga/kapitalizem-imamo-slabih-30-let-nismo-se-se-navadili-v-kaj-lahko-investiramo-271510.html

{4th Annual Forecast 2020 Dinner}

Our president, Kruno Abramovič is looking forward to 2020 and continuing with plans for CFA Society Slovenia: "I am very thankful for every supporter, candidate, and member in our society."

Special thanks to our speakers: Aleš Čačovič, Triglav Skladi (Outlook for Bond Market); Katja Kovačič, NAI Significa (Outlook for the Real Estate Market) and Jernej Bukovec, CFA (Outlook for Equity Market).
#equities #cfa #investing #equitymarket #investments #bonds #forecast #society

4d.rtvslo.si

Točka preloma: Mercator

NEWS: President of CFA Society Slovenia Kruno Abramovič on national television RTV SLO about the history of the Ljubljana Stock Exchange, the habits of savers and the importance of diversifying assets. (at 38.00min)

📺🎥➡️ https://4d.rtvslo.si/arhiv/tocka-preloma/174658117?jwsource=cl

4d.rtvslo.si V Točki preloma o odločilnih dnevih za Mercator. Zakaj se zapleta pri prenosu lastništva z Agrokorja na naslednico Fortenovo? Zakaj so lastniki Mercatorja prijavili gospodarskega ministra Počivalška Evropski komisiji? Pa tudi o 30. obletnici Ljubljanske borze. Zakaj ljudje bolj zaupajo depozito...

Another inspiring event! Thank you Invesco US for the knowledge and special thanks to speakers Markus Poscher, CFA, Kai Steverding, Michael Huber, David Zorman.

Foto: Koka Press

#investmentmanagement #investing #etfs #cfasociety #event

❗️❗️ EVENT ALARM: Portfolio Construction using ETF’s roundtable

➡️Will take place in Ljubljana on 19th November (6.30 - 8.30 PM) at the Four Points by Sheraton Ljubljana Mons, Pot za Brdom 4, 1000 Ljubljana.

➡️The event will hold the ETF's Discussion Panel with guests:
1. Michael Huber, institutional ETF specialist;
2. Kai Steverding, Senior Director Flow Traders;
3. David Zorman, Generali Investments.

➡️Portfolio Construction using ETFs: a deep dive session

• Replication methods: both physical and swap-based have their merits
• The total cost of ownership: do not focus only on the ongoing charges
• Trading: prepare your investments and disinvestments thoroughly
• Role of market makers: an important provider of liquidity
• A case from Asset Management: Generali Investments

Markus Poscher, CFA, will moderate the roundtable.

After the official part of the event, you are invited to attend the networking reception hosted by the CFA Society Slovenia.

📯➡️Please register before 14th October at [email protected].

Charter Award Ceremony 2019 & ESG Investing

CFA Society Slovenia is more than happy to announce that 6 new CFA certificates were given to young Slovenian finance analysts.

At the event, we also hosted a roundtable on ESG Investing with Geoffrey Ng, CFA (Fortress Capital Asset Management), Isabelle Stauffer (RobeccoSam), Gregor Pipan (advisory on ESG) and Damjan Kovačič (Sava Infond).

FOTO: Katja Kodba (KoKaPress)

CFA Society Slovenia is more than happy to announce that 6 new CFA certificates were given to young Slovenian finance analysts.

At the event, we also hosted a roundtable on ESG Investing with Geoffrey Ng, CFA (Fortress Capital Asset Management), Isabelle Stauffer (RobeccoSam), Gregor Pipan (advisory on ESG) and Damjan Kovačič (Sava Infond).

FOTO: Katja Kodba (KoKaPress)

Our Board member Andrej Petek, CFA was explaining our good practice as a part of Sonia Gandhi ethics presentations at the EMEA conference in Istanbul (»Enhance the Brand of your Society Using Ethics and Industry Standards Offerings«).

#19SLC #CFA #EMEA #Istanbul

📌Charter Award Ceremony & ESG Investing 21. October 2019

➡️ Grand Hotel Union ob 18.00

We are proud to announce that Geoffrey Ng, a member of the Board of Governors at the CFAI will award the new Charterholders.

Join CFA Society Slovenia members, candidates and supporters in celebrating new CFA Charterholders in Slovenia and take your chance to congratulate your colleagues with their achievements!

The event will also hold the ESG Discussion Panel with guests:
1. Isabelle Stauffer, RobecoSam ;
2. Gregor Pipan, Integration of ESG in Investment Process;
3. Damjan Kovačič, Sava Infond.

Mrs. Stauffer will present the approach to sustainable investing and the relationship between ESG performance and investment returns, while Mr.Pipan will go trough advisory on ESG.

Mateja Treven, CFA, will moderate the roundtable.
After the official part of the event, you are invited to attend the networking reception hosted by the CFA Society Slovenia.

Please register before 19th October at [email protected].

Kind regards,
The Board of CFA Society Slovenia

RSVP: [email protected]

Kruno Abramovič, president of the CFA Slovenia at EMEA about "partnership in action" with Randi Tolber, CFA (Head, Global Society Relations, CFAI), Jean-Philippe Dorp, CFA (President, CFA France), Folasade Adebimpe Odunaiya, FCA, CFA, CPC (CFA Nigeria) and Ghanem Alghanem, CFA, FRM (CFA Saudi Arabia).

#19SLC #EMEA #istanbul #cfa

Mastering The Financial Media

CFA Society Slovenia hosted Tom Maddocks yesterday at the Faculty of Economics. A highly practical workshop “Mastering the Financial Media“ provided the audience of students as well as financial professionals with tips and tricks from the expert. Tom played the role of a very annoying journalist with Primož Cencelj from Generali Investments. A great atmosphere!

CFA Society Slovenia hosted Tom Maddocks yesterday at the Faculty of Economics. A highly practical workshop “Mastering the Financial Media“ provided the audience of students as well as financial professionals with tips and tricks from the expert. Tom played the role of a very annoying journalist with Primož Cencelj from Generali Investments. A great atmosphere!

Mastering the financial media with Tom Maddocks and Primož Cencelj starts at 4pm.

EVENT ANNOUNCEMENT📯: MASTERING THE FINANCIAL MEDIA

The CFA Society Slovenia is pleased to invite you to the Mastering The Financial Media, which will be held in Ljubljana on 9th October (4-6 PM) at the (Senate meeting room) Faculty of Economics, Kardelijeva ploščad 17, 1000 Ljubljana.

We are proud to announce that Tom Maddocks, Former BBC business journalist will lead an interactive session to provide an inside look at financial journalism. Tom will interview Primož Cencelj, CFA. He is s Senior Portfolio Manager at Generali Investments (previously KD Skladi). Primož is a person with quite often appear in the financial media. Tom will also explain how journalists think, what makes a news story, and how to deliver a good 'quote'. To demonstrate interaction with a journalist, and how it can be tailored for maximum impact.

After the official part of the event, you are invited to attend the networking reception hosted by the CFA Society Slovenia.

Please register before 4th October at ➡️[email protected].

We are proudly announcing the workshop we are hosting today: ETHICAL DECISION-MAKING WORKSHOP which will be led by Sonia Gandhi, CFA Institute is Director-Ethics Education & Professional Standards at CFA Institute.

Workshop will be held in Ljubljana on 10th (TODAY) September (6-8 PM) at the Best Western Premier Hotel Slon.

After the official part of the event, you are invited to attend the networking reception hosted by the CFA Society Slovenia.

RSVP: [email protected]

"Being able to work successfully with ambiguity is increasingly cited as a critical skill in modern workplaces. Ethical dilemmas are a form of workplace ambiguity, readily generated by the competing priorities in finance and investment business. It is a common misconception that unethical action is an uncommon occurrence, performed by already bad people. On the contrary, ethical dilemmas are entirely commonplace occurrences and often result in perfectly good people deciding to do questionable things - driven by psychological biases, social & organizational factors, and situational influences that can affect decision making and behavior."

It was a great honour to host professor Roger Ibbotson professor at Yale University and Chairman of Zebra Capital Management, yesterday in Slovenia. Sharing his latest thoughts on PAPM was an important contribution to our financial community of CFA charterholders and candidates. #CFAInstitute Roger G. Ibbotson

Congratulations to Barbara Lichtberger, Roko Barać, Marin Čipčić, Zrinka Šantar and Hrvoje Marković from Zagreb School of Economics and Management for winning the 2019 Research Challenge! Good luck at the regional finals in Zurich! And a big Thank you to Dina Vasić and Maja Bešević for advising the team :) CFA Society Croatia

cfainstitute.org

Positions on Environmental, Social, and Governance Integration

The CFA Institute has released an updated Environmental, Social, and Governance (ESG) policy statement to address the growing global focus on ESG issues as they relate to investment management and corporate reporting responsibilities. Follow the link to learn more! #ESGinvesting

cfainstitute.org In January, the CFA Institute leadership team released an updated ESG policy statement to address the growing global focus on such issues as they relate to investment management and corporate reporting responsibilities.

annual.cfainstitute.org

72nd CFA Institute Annual Conference

Mohamed El-Erian is confirmed to speak at the 72nd CFA Institute Annual Conference in May. Join us in London to hear his keynote on the theme of global market #disruption, risks and opportunities.

CFA Society Slovenia members benefit from a special discounted rate when registering with the code SOCIETY19. Register here cfa.is/2ynNscT #Disrupt19

annual.cfainstitute.org Disruption: The New Reality in Investment Management

It's official! #CFASocietySlovenia is awarded for best society in EMEA for Member Satisfaction and Candidate Growth rate by #CFAInstitute ! Congratulations to our current and past presidents Kruno Abramovič and Uroš Ivanc , the entire Society Board, as well as YOU our members and candidates for making this happen. Let's keep up the good work!!! Nina Kelemen Matija Filiplic Blaž Kmetec Barbara Kolenc Lan Filipic Dejan Goljuf Bojan Ivanc Dear members, let us know, how can continue to add value to you and meet your expectations going forward! Also, don't forget to renew your member dues next year or apply for the #CFAExam , if you haven't done so yet! 😉

linkedin.com

CFA Society Slovenia on LinkedIn: "CEE investicijska konferenca je za nami. Slike z dogodka, ki se ga je udeležilo približno 250 udeležencev, so na…

CEE investicijska konferenca je za nami. Slike z dogodka, ki se ga je udeležilo približno 250 udeležencev, so na spodnji povezavi. Še enkrat se zahvaljujemo vsem sponzorjem, CFA Institute, ostalim CFA društvom iz regije ter seveda govorcem in udeležencem konference. Brez vas nam ne bi uspelo!

https://www.mediaspeed.net/galerija/dogodki/16307-vii-th-central-and-eastern-european-cee-regional-investment-conference

linkedin.com October 8, 2018: CFA Society Slovenia posted an article on LinkedIn

Final conference words from Kruno Abramovič, president of #CFASocietySlovenia Thanks for coming! See you next year! #CFASocietyHungary for the 2019 edition!

Future of Capital Markets in the CEE region

Discussing pension systems in CEE

Pension systems across the CEE Region

Panel on Geopolitical Risks in the CEE region

250 people attending the CEE Investment Conference in Ljubljana!

CEE Economies Outlook

Q&A panel moderated by Mrs Koren, Director of Banking Operations Department

Dymtro Sologub, Deputy Governor at the National Bank of Ukraine

Jožef Bradeško, vice governor of the Bank of Slovenia addressing the audience and opening the 1st panel

Photos from CFA Society Slovenia's post

Some final Tips before the CEE conference tomorrow from our CEO - are you ready? See you tomorrow! #CFAInstitute #CFASocietySlovenia #CEEconference

finance.si

Prihodnost investicijskega okolja v srednji Evropi

https://www.finance.si/8938683/Prihodnost-investicijskega-okolja-v-srednji-Evropi?src=NAT_SPREGLEDALI_3 Pridružite se nam. Prijave do 29.9.2018.

finance.si Izbrani gostje iz več kot 10-ih držav o monetarni politiki, makroekonomiji, državnih tveganjih, možnostih financiranja za rastoča podjetja, pokojninskih sistemih in kapitalskih trgih v srednji in vzhodni Evropi.

VII CEE Investment Conference

Learn C-Suite experiences and lessons of leading gender- and culture- diverse teams with Paulina Shaw, Head, Asset Management, Meraas (United Arab Emirates). Originally from Poland, Paulina received great experience in financial planning and hospitality asset management in UK and UAE.
Register today at https://wimceeforum.com and benefit early bird price. Members of CFA Societies can benefit from the best discounts offer. If you have any questions, please contact [email protected]

It's time to renew - activate your membership with CFA Society Slovenia to engage with peers and leaders in your local market!

https://www.cfainstitute.org/en/membership/renew

Compliments to our local final's winners from Zagreb School of Economics and Management for their outstanding achievement! CFA Society Slovenia is proud of having a team in top 8 at EMEA regional finals of Research Challenge for the first time. Matko Hrvatin, Damir Kopljar, Mirko Prodan, Lovro Toljan, you rock, guys! Special recognition to their faculty adviser Ms. Ana Rauker and designated industry mentor, Mr. Tomislav Bajic, CFA, CAIA.

Read about the benefits of a CFA charter for your career advancement in the financial industry in Delo. Great articles, contributions of two outstanding journalists: Milka Bizovičar and Miha Jenko. #CFAInstitute #exam #CFAcharter

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