CFA Society Slovenia

CFA Society Slovenia would like to congratulate the winning team of Slovenia's local finals 2025/2026 🏆: the team from the University of Ljubljana/School of Economics and Business for preparing a valuation of Salus stock.

Faculty adviser Mr. Denis Marinšek and industry mentor Primož Rozman helped the team of five brilliant students - Aljaž Colnar, Lars Lenard, Miha Marčun, Matej Mivšek, and Jure Mihelj Nagode - achieve a remarkable accomplishment: 1st place at the local finals for the report and presentation among all graders and judges 🥇👏

Slovenia therefore sends a once-in-a-lifetime team to the subregional level of the competition 🌍

All three other teams demonstrated an incredibly diverse set of views about the company and prepared convincing reports and engaging presentations 📊📈 Congratulations to them as well 👏

CFA Society Slovenia would also like to thank the judging panel (Nina Kelemen, Živa Petkovšek, Krešo Vugrinčić) and the graders (Aleš Mataj, Lan Filipič, Damjan Kovačič) for objectively evaluating the report and the presentation ⚖️. Special thanks also goes to Banka Slovenije and its vice governor Mr. Marko Pahor to represent our guest of honor.

We would also like to extend special thanks to all the other members who voluntarily support this competition 🙏

🌟 Pridružite se nam na 10. tradicionalni večerji napovedi! 🌟
V torek, 20. januarja 2026, ob 18.00 uri, bomo organizirali že 10. tradicionalno večerjo napovedi v Radisson Blu Plaza Hotelu v Ljubljani.

Naš najbolj priljubljen dogodek društva CFA Society Slovenia bo vključil vpogled v finančne trge leta 2025, osredotočili pa se bomo tudi na zlato in kriptovalute ter napovedi za leto 2026. Prav tako bomo nagradili tri najboljše napovedi.
Po strokovnem delu dogodka sledi pogostitev. Ni posebnega stila oblačenja, priporočamo pa "smart business casual."

Ne zamudite priložnosti za druženje z industrijskimi strokovnjaki in izpopolnitev svojih veščin napovedovanja! PRIJAVA ➡️https://form.jotform.com/252392490510352

Hvala vsem, ki ste bili z nami na konferenci Alternativni skladi v Sloveniji!

Pretekli teden smo v hotelu Best Western Premier Slon skupaj ustvarili strokovno bogat in zelo dobro obiskan dogodek, ki je povezal ključne akterje slovenskega trga alternativnih investicijskih skladov. Hvala tudi vsem gostom, panelistom in partnerjem, ki ste s svojim znanjem in izkušnjami prispevali k izjemni razpravi o prihodnosti alternativnih naložb v Sloveniji:

🔹 Katja Lukman, CFA (CFA Society Slovenia) – uvodni nagovor, moderatorka dveh panelov

🔹 Mira Koporčić Veljić (ZDU GIZ) – uvodni nagovor vsebinskega partnerja dogodka

🔹 Primož Damjanovič (Agencija za trg vrednostnih papirjev) – predstavitev trga AIS v Sloveniji

🏡 Okrogla miza: Real assets – nepremičninski in infrastrukturni skladi

🔹 Simona Kozjek (Trigal RE Fund)

🔹 Maja Ostanek, MRICS (ALFI RE)

🔹 Mateja Zivec, CFA, FRM, CAIA (NLB Skladi – Zeleni prehod I)

🔹 Saso Smigic, CFA (Generali Adriatic Value Fund)

🔹 Janez Grošelj M.Sc.E. MBA(ALFI sklad zelenih virov energije)

🎤 Moderator:Andrej Petek, CFA

👨‍🏫 Okrogla miza: Private debt

🔹 Miha Štepec (ALFI PD)

🔹 Janez Kranjc (PRVA Private Debt)

📈 Okrogla miza: Private equity & venture capital

🔹 Tone Pekolj (ALFI PE)

🔹 Petra Lesjak, CFA (Advance Capital Partners)

🔹 Luka Flere, CFA (MS PE)

🔹 Gregor Rebolj (Silicon Gardens Fund)

🔹 Aleš Zupančič, CFA (PRVA CAP)

Dogodek je organiziralo CFA Society Slovenia, ki se vsem sodelujočim in udeležencem iskreno zahvaljuje za soustvarjanje vsebinsko bogate konference.

📸 V nadaljevanju objavljamo nekaj utrinkov s srečanja – veseli smo, da smo lahko bili skupaj z vami!

📌 [REGISTER NOW]

CFA Society Slovenia vas vabi na 9. tradicionalno večerjo napovedi – Forecast Dinner, ki bo potekala v četrtek, 16. januarja 2025, ob 18.00 v Radisson Blu Plaza Hotel, Ljubljana.

Dogodek je osrednji letni dogodek našega društva in priložnost za pregled ključnih dogajanj na finančnih trgih, analizo preteklih napovedi ter pogled naprej v leto 2025.

Program dogodka:

⚫ Pregled dogajanja na finančnih trgih v letu 2024.

⚫ Podelitev nagrad za tri najboljše napovedi in sredinsko napoved preteklega leta.

⚫ Predavanje na temo energetike mag. Aleksander Mervar iz ELES, d.o.o..

⚫ Okrogla miza: Slovenski delniški trgi (Gostje: Peter Jenčič, CFA iz NLB d.d., David Benedek iz Sava Re d.d. in Filip Koželnik iz CINKARNA d.d., pogovor bo moderiral Matija Filiplic, CFA iz NAI Significa d.o.o.).

Po uradnem delu bo sledila pogostitev in neformalno druženje z udeleženci. Priporočena obleka za dogodek je smart business casual.

Svojo udeležbo potrdite preko obrazca na povezavi:

👉 https://form.jotform.com/243525214347352

Veselimo se vaše udeležbe!

Presentation Day for the CFA Research Challenge local finals in Ljubljana is over! 📉 📊

NLB d.d. is this year's subject company for the four teams of students representing:
· Univerzitet 'Sv. Kiril i Metódij' vo Skopje
· University of Ljubljana, School of Economics and Business
· Ekonomsko-poslovna fakulteta Maribor

📆 Each team now has approximately 3 months to prepare a sell-side report and a presentation, set to take place in front of a panel of judges on February 27th, 2025. 📝 👨‍💼 👩‍💼

Faculty advisers Denis Marinsek, CFA, Igor Loncarski, Sašo Arsov, and Sabina Taškar Beloglavec are guiding the teams, alongside industry mentors Damjan Kovačič, Goran Markovski Msc., Nejc Jakomini and Primoz Rozman, FCCA. 🙌

A big thank you to Peter Jenčič, CFA for an insightful presentation on NLB d.d.'s main growth drivers and valuable feedback during the Q&A. And, of course, a special recognition to our sponsor EY for supporting this exciting event! 👏

CFA Society Slovenia is traditionally organizing this competition to raise the competences of students in Slovenia and North Macedonia and provide some lessons in ethics that are crucial for the capital markets. We also thank local coordinator, Bojan Ivanc, CFA, CAIA, for voluntarily giving his spare time for this competition to succeed.