Recent News

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Final article in our „New Forces, Old Gaps“ series is dedicated to demographic shifts and their implications. By offering a brief lens on these trends, we aim to inspire deeper reflection on how demographic forces can either reinforce old disparities or open space for more inclusive and equitable industry practices. Demographic changes, such as aging populations, declining birth rates, and migration patterns, have significant implications for gender equality across societies and industries. For instance, aging populations increase the demand for caregiving and healthcare services, roles traditionally shouldered by women. This can both highlight the value ...
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CFA Society Serbia recognizes the value and importance of inclusion and diversity across the investment world. Through our limited weekly series „New Forces, Old Gaps“ , in a time-saving way for our readers, we aim to spark reflection and informed discussion about how new trends affect gender equality. In this way, we want to encourage greater inclusion, transparency, and accountability across the industry. This short article explores how Environmental, Social, and Governance (ESG) factors intersect with gender equality. ESG criteria have become central to investment decisions and corporate strategies worldwide. Among these pillars, the “Social” and “Governance” ...
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We are very proud to have been part of this year’s Society Leadership Conference (SLC) in Lisbon, where we had the opportunity to participate in numerous discussions, panels, and roundtables. The event covered a wide range of strategic and operational topics and offered an excellent opportunity to exchange experiences, ideas, expectations, and concerns. It was also a wonderful chance to strengthen relationships and build friendships that we will cherish for a long time. We are especially honored that our society was recognized within the 𝐄𝐌𝐄𝐀 𝐫𝐞𝐠𝐢𝐨𝐧 𝐟𝐨𝐫 𝐢𝐭𝐬 𝐞𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐚𝐥𝐥𝐲 𝐬𝐭𝐫𝐨𝐧𝐠 𝐚𝐧𝐝 𝐝𝐞𝐝𝐢𝐜𝐚𝐭𝐞𝐝 𝐦𝐞𝐦𝐛𝐞𝐫𝐬𝐡𝐢𝐩 𝐛𝐚𝐬𝐞. This recognition means a great deal to us, as it ...
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𝘏𝘢𝘷𝘦 𝘺𝘰𝘶 𝘦𝘷𝘦𝘳 𝘸𝘰𝘯𝘥𝘦𝘳𝘦𝘥 𝘸𝘩𝘦𝘳𝘦 𝘊𝘍𝘈 𝘤𝘩𝘢𝘳𝘵𝘦𝘳𝘩𝘰𝘭𝘥𝘦𝘳𝘴 𝘧𝘳𝘰𝘮 CFA Society Serbia 𝘣𝘶𝘪𝘭𝘥 𝘵𝘩𝘦𝘪𝘳 𝘤𝘢𝘳𝘦𝘦𝘳𝘴? Our latest comprehensive overview highlights the employers with the largest number of our members — professionals dedicated to the highest ethical and analytical standards that define the CFA designation. This analysis provides valuable insight into the diverse landscape of opportunities available to CFA charterholders in our region and demonstrates the growing recognition of the designation's value across various sectors. The data reveals a strong presence of our members in leading financial institutions, regulatory bodies, and professional services ...
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We are delighted to share a few more glimpses from our 2025 Charter Award Ceremony, held at the breathtaking Deurić Winery, a venue that added a truly special atmosphere to this memorable occasion. This year’s ceremony brought together new Charterholders, long-standing members, industry colleagues, and friends of the Society to celebrate dedication, perseverance, and professional excellence. Set against the backdrop of the vineyard landscape, the event highlighted not only individual achievement but also the strength and unity of our growing community. The celebration was filled with inspiring speeches, heartfelt congratulations, and meaningful conversations ...
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CFA Society Serbia announced that it  had awarded four scholarships for the CFA exam in the then-upcoming cycles. The applications received were of exceptionally high quality, making the selection process highly competitive and the final decision very close. The Society extended its sincere thanks to all applicants for their interest and effort. Their passion for the investment profession and commitment to excellence gave the organization great confidence in the future of the industry. CFA Society Serbia reaffirmed its dedication to supporting aspiring talents and expressed its intention to continue the scholarship program in the years ahead.
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We have recently started publishing articles about the current main driving forces in the industry and how they affect gender equality, in order to promote discussion around this topic and to support further diversity and inclusion in the finance and investment industry. The second article in the series “New Forces, Old Gaps” is dedicated to Artificial Intelligence (AI).  AI is reshaping the finance and investment sectors, influencing everything from risk assessment and trading algorithms to recruitment and customer service. While AI offers opportunities to promote gender equality, such as reducing hiring biases and enabling flexible work, it also carries ...
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In the rapidly evolving landscape of finance and investment, three powerful forces – Artificial Intelligence (AI), Environmental, Social, and Governance (ESG) criteria, and demographic shifts – are reshaping the sector in profound ways. Crucially, these forces also influence gender equality within the industry, presenting both opportunities and challenges. Understanding how AI, ESG, and demographic trends intersect with gender dynamics is essential for fostering a more inclusive financial ecosystem in the years to come. With this article, we want to raise some questions and encourage reflection and debate on these important topics. One of the important questions ...
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We are delighted to announce that CFA Society Serbia will award scholarships for CFA exam to the most suitable applicants this year as well, in order to support professional development and expansion of an investment community that adheres to the highest professional and ethical standards! The scholarships cover exam fees, including a one-time enrollment fee. The application window for these scholarships is open from July 7 th to July 28 th , 2025. Conditions: To apply, a candidate must have either graduated or be in the final year of an undergraduate program at the time of application. This opportunity is perfect for those eager to advance ...
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Istanbul, Turkey – CFA Society Serbia was proud to participate in the 11th CFA CEE Investment Conference, hosted by CFA Society Istanbul , which brought together leading investment professionals and thought leaders from across the Central and Eastern European region. Our esteemed member, Natasa Djorovic Bijanic, CFA , represented CFA Society Serbia as a moderator in a high-level panel discussion focused on geopolitical risk and its impact on financial markets. The session provided valuable insights into how global tensions are currently shaping investment strategies and market dynamics across the region. Expert Panel Discussion The geopolitical risk ...
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The CFA Society Serbia successfully hosted its event for the Women in Investment Management (WIM) initiative on April 15, 2025, in Belgrade. The dinner gathering brought together female members of the society for an evening of networking, mentorship, and professional development. Distinguished Guest The event featured special guest Regina Gaysina , one of the founders of Collaborative WIM (Women in Investment Management) based in the United States. Ms. Gaysina, a Past Board Director of CFA Society New Mexico and current CWIM Ambassadors Co-Chair, shared her insights and experiences with attendees. Throughout her career, she has held progressively senior ...
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In a remarkable accomplishment that marks a significant milestone for our organization, a talented team of three students has secured a spot in the prestigious CFA Research Challenge EMEA final. Outstanding Team Performance The team, consisting of Mila Marić , Dunja Martinović , and Aleksa Trifković , demonstrated exceptional analytical skills, financial acumen, and presentation abilities throughout the competition. Their thorough research, attention to detail, and innovative approach to investment analysis impressed judges at every stage of the challenge. Dedicated Mentorship The team's success would not have been possible without the expert ...
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BELGRADE - CFA Society Serbia successfully conducted the second and final preparatory workshop for the CFA Research Challenge 2025. The event, focused on presentation skills and public speaking, was held on February 10th, 2025, at KPMG offices in Belgrade. The workshop featured Luka Pejović, CFA , Head of Finance at Relio and Board Member of CFA Society Serbia, who delivered an insightful lecture on presentation techniques and public speaking strategies. Drawing from his extensive international experience in crowdfunding and venture capital financing, Pejović provided participants with valuable advice on effectively presenting financial research to ...
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We are thrilled to share that CFA Society Serbia is partnering with I-Deals Network for a highly anticipated 2-day workshop on Business Valuation Masterclass with the world-renowned Prof. Aswath Damodaran ! 📅 Mark your calendars: 14-15 March 2025 📍 Location: Athens, Greece This exclusive workshop offers a unique opportunity to learn directly from Prof. Damodaran, the leading expert in finance and valuation. Whether you're a seasoned professional or an aspiring finance expert, this event is a must-attend to gain invaluable insights into business valuation techniques, risk management, and strategic financial decision-making. ...
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Today we are speaking with one really special lady from the CFA community who is an active and valuable member of CFA Institute and CFA Society Istanbul. Her name is Ilke Homris, CFA . Ms. Ilke Homris has been a CFA charterholder since 2002 and since 2015 she has served as a Director of the CFA Society Istanbul . Also, she is a Collaborative WIM (Women in Investment Management) Ambassador , promoting gender diversity and inclusion of women in the finance world on a global level. Ms. Ilke Homri s has 25 years of distinguished experience in equity research, capital markets, valuation, ...
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The CFA community is made up of a lot of high-level professionals around the globe and within them, there are a bunch of exceptional women, who contribute to the development of the investment profession in a sustainable and long-standing manner. One of them is for sure Regina Gaysina . Ms. Regina Gaysina is a Past Board Director of CFA Society New Mexico (where she also served as a member of the Programs Committee, Scholarship and Advocacy Committee, and Chair Women's Advisory Committee) and Co-Founder of CWIM (Collaborative Women in Investment Management) . Within CWIM, she is also a CWIM Ambassadors Co-Chair . It’s ...
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Today we are more than pleased to have the opportunity to speak with one really extraordinary woman from the CFA community – Sarah Yao Schutzman, CFA . She is a very active member of the CFA and investment community, especially regarding DEI ( Diversity, Equity and Inclusion ) and gender diversity matters. Mrs. Sarah Yao Schutzman is a Co-Founder and Managing Partner of the hedge fund Providence Heights Capital Management . Prior to co-founding Providence, Mrs. Schutzman managed investments across the capital structure at Canyon Partners and advised companies and stakeholders as an investment banker at Houlihan Lokey and Goldman ...
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Five-year milestone

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Our community continues to grow, and each event gives us a chance to strengthen our connections and share ideas. Yesterday, we gathered at a vibrant Latin restaurant, where we enjoyed a creative blend of unique styles and flavors. We had plenty of reasons to celebrate! We reached the five-year milestone as an official part of the CFA community, and our successful projects and initiatives over the past period make us incredibly proud and happy. Recent very positive developments in the local capital market made this gathering more than just a celebration/ networking opportunity; it was also a moment to reflect on our society’s role in these changes and consider ...
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The CFA Society Serbia is proud to announce and highlight cooperation with the CWIM ( Collaborative Women in Investment Management ) . Collaborative WIM leads the gender diversity work of the CFA Institute globally. CFA Societies, FPA Chapters and industry groups around the world have joined efforts to drive the execution of inclusion and diversity in the global finance community. The collaboration comprises more than 90 organizations across US, Canada, Caribbean, Europe, Middle East and Latin America, represented by over 300 volunteer society leaders globally – working together to further the advancement and development of female ...
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Diversity and inclusion are not just nice theoretical concepts, but a long-standing path of further market development. Education, devotion, professionalism, and high ethical standards incorporated in a diverse and inclusive world is something that makes a big difference in the current fast-evolving environment. Under the umbrella of „Women in CFA Community – Powerful building blocks“, today we delightedly present to you our Society member – Aleksandra Bogdanovic, CFA , with whom we were speaking about her professional development, her view on DEI issues, and the CFA charter. Ms Aleksandra Bogdanovic has been a CFA charterholder and member ...
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