Past Events

3rd CFA Society Serbia Investment Conference: Where Insights Meet Impact

Another successful Investment Conference brought together leading professionals who shared insights on global and local investment trends, emerging opportunities, and key factors shaping today’s financial markets. The discussions explored the evolving investment landscape of the Western Balkans, its growth potential, structural challenges, and opportunities for sustainable long-term development, while emphasizing the strategic role of risk management in fostering resilience and creating lasting value.



The panel “Future of Investing – Trends and Opportunities”, moderated by Natasa Marjanovic, CFA with panelists Rade Bjelobaba, Milos Dasic and Ilija Protic, CFA, offered an engaging discussion distinguishing current market trends from traditional investing approaches, examining the latest developments, and exploring the future of investing — concluding on a note of measured optimism.


The Fireside Chat made a very strong impression. We especially thank Aleksandra Vukosavljevic, who, in conversation with Nemanja Milovanovic, CFA, SCR, shared her valuable insights and perspectives, highlighting areas that need improvement to strengthen the investment environment and enhance the region’s future attractiveness.


Finally, the event concluded with a compelling discussion moderated by Pavle Vuckovic, CFA, ACCA, in which regional leading risk management experts, Aleksandra Babic, Djordje Stojanovski and Nebojsa Nikolic, PhD CFA FRM, shared invaluable insights on emerging risks, prudent risk management in banking, and how the risk management function is evolving into a true creator of value.



We are truly delighted that our Investment Conference has become a platform that builds and promotes the 𝐡𝐢𝐠𝐡𝐞𝐬𝐭 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐬𝐭𝐚𝐧𝐝𝐚𝐫𝐝𝐬, 𝐟𝐨𝐬𝐭𝐞𝐫𝐬 𝐞𝐱𝐜𝐞𝐥𝐥𝐞𝐧𝐜𝐞 and 𝐢𝐧𝐭𝐞𝐠𝐫𝐢𝐭𝐲, 𝐜𝐫𝐞𝐚𝐭𝐞𝐬 𝐦𝐞𝐚𝐧𝐢𝐧𝐠𝐟𝐮𝐥 𝐜𝐨𝐧𝐧𝐞𝐜𝐭𝐢𝐨𝐧𝐬, and 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐞𝐬 𝐥𝐚𝐬𝐭𝐢𝐧𝐠 𝐯𝐚𝐥𝐮𝐞.



2nd Investment Conference

On Tuesday, 26th  of March 2024, in front of our valued guests and charterholders, CFA Society Serbia has hosted the 2nd Investment Conference. Hoping to establish the event an annual tradition, the CFA Society Serbia is committed to augmenting financial education and fostering professional discourse within our community through initiatives that unite professionals from various backgrounds and with different experiences.
CFA-2nd-Investment-conference-Belgrade-Serbia-CFA-Society-Serbia-President-Ognjen-Vasiljević-CFA-
CFA Society Serbia 2nd  Investment Conference, President of CFA Society Serbia, Ognjen Vasiljević CFA
CFA-2nd-Investment-conference-Belgrade-Serbia
2nd Investment Conference, Belgrade, Serbia
 
The event commenced with an illuminating introductory speech delivered by Siniša Mali, PhD, MBA, CFA, CAIA, the Serbian Deputy Prime Minister, Minister of Finance, and a distinguished member of the CFA Society Serbia. Mr. Mali provided invaluable insights into the prevailing economic landscape and highlighted ongoing projects and developments in the Serbian capital market.
CFA-2nd-Investment-conference-Siniša-Mali-PhD-MBA-CFA-CAIA-Prime-Minister-of-Finance
Siniša Mali, PhD, MBA, CFA, CAIA, the Serbian Deputy Prime Minister, Minister of Finance
 
The first panel, themed "Economic Outlook," featured esteemed speakers including Nikola Vuletić, CEO of UniCredit Bank Serbia, Savo Jakovljević, General Manager of the Economic Research and Statistics Department at NBS and Danilo Mrvaljević, CFA, Head of the Treasury and ALM Department at Banca Intesa Beograd. Moderated by Nataša Đorović Bijanić, CFA, General Secretary and Board Member of CFA Society Serbia, the panel delved into a comprehensive discussion on the current and future macroeconomic prospects, both domestically and internationally.
CFA-2nd-Investment-conference-Capital-Markets-Turning-Point-panel
CFA Society Serbia 2nd Investment Conference, Economic Outlook panel
 
We appreciate the insightful contribution from Uroš Milosavljević, Associate Partner at KPMG Serbia, during his presentation on the green transition at our 2nd Investment Conference.  His insights reinforced the importance of sustainability in driving positive change and innovation.
CFA-2nd-Investment-conference-Belgrade-Serbia-Uroš-Milosavljević-KPMG-Serbia
CFA Society Serbia 2nd Investment Conference, Uroš-Milosavljević KPMG Serbia
 
The subsequent panel, "Capital Markets - Turning Point," assembled a distinguished lineup including our dear Ivan Leposavić, CEO of Belgrade Stock Exchange, Ivan Kurtović, CEO of InterCapital Asset Management and Ilija Protić, CFA, Head of Asset Management and Investment Advisory at BDD Prudence Capital A.D.. Facilitated by Jovan Jovanović, CFA, Vice President of CFA Society Serbia, this session explored the trajectory of the Serbian capital market, drawing insights from developments in the region, client expectations, and prevailing investment trends across global markets.
CFA-2nd-Investment-conference-Capital-Markets-Turning-Point-panel
CFA Society Serbia 2nd Investment Conference, Capital Markets - Turning Point panel
 
We would also like to express our appreciation to our event sponsor, KPMG Serbia, for their longstanding support and assistance in advancing our Society.