The conference aims to address key topics such as:
Central European growth potential in a world economy marked by geopolitical challenges, energy transition imperatives, the focus on energy security and cyber security, and the long-term convergence trend to economic levels and living standards of Western European countries.
Challenges and opportunities of different asset classes and the development potential of the public local capital markets through listings of equity and bonds, increased liquidity and better governance standards.
Explore opportunities and challenges of the private markets, including private equity, infrastructure and other alternatives. Global investors, international financial institutions, local/regional investors and regulators from Romania, the CEE and the EU level will be invited to share perspectives.
Preparing for the economic reconstruction of Ukraine: this has the potential to become one of the dominant themes for the Region, with a significant impact across vast areas of the economy, including industrial sectors, transport, energy and services.
The 10th edition of the CFA Central and Eastern Europe Investment Conference is focused on the evolution and development of capital markets during the past 10 years and future prospects.
Conference Theme
Capital Markets in Central and Eastern Europe: A New Decade of Outperformance?
CEE countries, most of them EU and OECD members, are on a relatively steady economic and social convergence trend with the Western EU members. This is reflected to various degrees in
macroeconomic indicators: faster growth of GDP, household income, spending and saving,
and capital markets: quantitative but also qualitative progress, including significant pension fund systems? (reforms), new emerging asset classes, internationally relevant IPOs, and regulatory changes.
The Region’s performance in the past decade, one marked globally by the Covid crisis and by a war in proximity, can provide an interesting indication of future prospects.
Particular attention will be given to the situation in Ukraine, a country part of the CEE Region, although currently facing a radically different situation to the rest of the countries.
Conference Format
Full-day event, plenary session, physical format; keynote speakers, 4 discussion panels
Participants
CFA Society members from CEE and other European countries, special guests, investment professionals, regulatory bodies and supranational institutions
CFA Societies from the CEE Region: Bulgaria, Cyprus, Croatia, Czech Republic, Greece, Hungary, Istanbul, Kazakhstan, Poland, Romania, Serbia, Slovak Republic, Slovenia, and Ukraine
Program
CFA Central and Eastern European Investment Conference
10th Edition, 9th of May 2024
„Capital Markets in Central and Eastern Europe: A New Decade of Outperformance”
Agenda
Location: Parliament Palace – "C.A. ROSETTI" Hall
9:00 – 13:00 Morning session
Keynote Opening Speeches
Moderator: Alexandra Smedoiu, CFA – President CFA Society Romania
Official Address: High-level official (TBC)
CFA Institute: Marg Franklin, CFA – President & CEO, CFA Institute
Regulators: Alexandru Petrescu – President, Romanian Financial Supervisory Authority
Financial Sector Keynote Speaker: Teodora Petkova, Head of Central and Eastern Europe at UniCredit
Macroeconomics – CEE Region Panel
Moderators:
Ilke Takimoglu Homris, CFA - Managing Director, CFA Society Istanbul
Adrian Codirlasu, CFA – Vice President, CFA Society Romania
Anca Dragu, Governor – National Bank of Moldova
Nicolae Alexandru-Chidesciuc, CFA - Head of EMEA EM Economics, JP Morgan, London
Dan Bucsa - Chief CEE Economist UniCredit Bank AG, London
Paul Gamble - Senior Director, Head of Emerging Europe, Sovereign Group, Fitch Ratings
Keynote Speaker: Martin Ford
The New York Times Bestselling "Rise of the Robots: Technology and the Threat of a Jobless Future" (winner of the 2015 Financial Times/McKinsey Business Book of the Year Award and translated into more than 20 languages), "Architects of Intelligence: The Truth about AI from the People Building IT" (2018) and "The Lights in the Tunnel: Automation, Accelerating Technology and the Economy of the Future" (2009)
Survey: risks and opportunities in the CEE Region presented by Mihai Purcarea, CFA - Board Member, CFA Society Romania (with live voting from the audience)
13:00 – 14:00 Lunch and networking (Reception Hall)
14:00 – 18:00 Afternoon session
Capital Markets and Alternative Investments Panel
Moderators:
Mugur Popescu, CFA – Board Member, CFA Society Romania
Razvan Szilagyi, CFA – Board Member, CFA Society Romania
Gabriela Horga – Vice president, Romanian Financial Supervisory Authority
Adrian Tanase, CFA – CEO, Bucharest Stock Exchange
Petr Koblic – CEO, Prague Stock Exchange
Robert Bohynik, CFA - Managing Director, CIO, Goldman Sachs Poland
Nikolay Vassiliev, CFA – President CFA Society Bulgaria, Managing Partner, Expat Capital
Gavin Marriott - Investment Director from Global and US Equities, Schroders
Banking and Credit Markets Panel
Moderators:
Andreea Nica, CFA – Vice President, CFA Society Romania
Ionut Lianu, CFA – Member, CFA Society Romania
Dana Dima - Executive Vice-president, BCR
Mihaela Mihailescu - Deputy Head Romania, EBRD
Loukas Dedes, CFA – PCR CEE Region at CFA Institute, and Supervisor at Bank of Greece
Alternative Investments, Private Equity and Infrastructure Panel
Moderators:
Maja Besevic-Vlajo, CFA – President, CFA Society Croatia
Dorin Alexandru Badea, CFA – Board Member, CFA Society Romania
Gerke Witteveen – CEO, NN Pension Romania
Vasile Tofan – Senior Partner, Horizon Capital
Konstantin Ivanov, CFA - Head of Energy, Utilities & Infrastructure M&A, Raiffeisen Bank International AG
Tomasz Kozlowski, CIFD, CFA, CAIA, FCCA – Head of Institutional Mandates Relationships, European Investment Fund (TBC)
18:00 – 20:00 Cocktail and Networking – Reception Hall, Parliament Palace
Connect with us:
Florentina Almajanu – CEO
[email protected]