Past Events

Asset Allocation Outlook 2025

Industry experts and leading investors came toghether at our 3rd  Asset Allocation Outlook conference, held on September 17th, 2025, in the stunning setting of Ljubljana Castle. Thank you to our distinguished speakers: Paul Jackson (Invesco EMEA), Jaka Kirn, CFA, CAIA, FRM (Zavarovalnica Triglav), Raphael Stern, CFA (Invesco EMEA) and Aleš Šoba, CFA (Sava Infond). We also appreciate the valuable insights shared by our round table panellists: Primož Cencelj, CFA (Modra Zavarovalnica), Petar Vlaić, CFA (Erste Group) and Simon Logar (NLB Skladi). Andej Petek, CFA (Triglav Skladi) moderated the round table.

Conference: Alternative Investment Funds in Slovenia

On April 15th, 2025, we organized a conference at the Best Western Premier Hotel Slon that brought together key players in the Slovenian Alternative Investment Funds market. Special thanks to all the guests, panelist and partners who contributed their knowledge and experience to an intriguing discussion about the Alternative Investment Funds in Slovenia:

Katja Lukman, CFA (CFA Society Slovenia) - Opening remarks on behalf of the organizer

Mira K. Veljić (ZDU GIZ) - Opening speech on behalf of the content partner

Primož Damjanovič (Slovenian Securities Market Agency) - Presentation of the AIS market in Slovenia

Panel discussion I: Real assets - Real estate and Infrastructure Funds with guests: Simona Kozjek (Trigal RE Fund), Maja Ostanek Selak, MRICS (ALFI RE), Mateja Živec, CFA, FRM, CAIA (NLB Skladi - Zeleni prehod I), Sašo Šmigić, CFA (Generali Adriatic Value Fund) and Janez Grošelj (ALFI sklad zelenih virov energije). Moderator: Andrej Petek, CFA.

Panel discussion II: Private Debt with guests: Miha Štepec (ALFI PD) and Janez Kranjc (PRVA Private Debt). Moderator: Katja Lukman, CFA.

Panel discussion III: Private Equity & Venture Capital with guests: Tone Pekolj (ALFI PE), Petra Lesjak, CFA (Advance Capital Partners), Luka Flere, CFA (MS PE), Gregor Rebolj (Silicon Gardens Fund) and Aleš Zupančič, CFA (PRVA CAP). Moderator: Katja Lukman, CFA.


Forecast Dinner 2025

On January 16th, CFA Society Slovenia hosted the annual Forecast Dinner. 

Aleksander Mervar (ELES d.o.o.) provided comprehensive insight into the Slovenian energy market, followed by the discussion about Slovenian stock market with guests: David Benedek (Sava Re d.d.), Peter Jenčič, CFA (NLB d.d.) and Filip Koželnik (Cinkarna Celje d.d.). Panel was moderated by Matija Filiplič, CFA. We looked into the previous year's forecasts and announced the most accurate predictors.





 

 

Charter Award Ceremony 2024

On November 27th, CFA Society Slovenia hosted the annual Charter Award Ceremony. Our guest, Mr. Benjamin Jošar, President of the Management Board of Triglav Skladi d.o.o., congratulated new Charterholders who attended the event. This year we accepted 10 new Charterholders to CFA Society Slovenia.




 

 

Asset Allocation Outlook 2024

Industry experts and major investors shared their views on our 2nd  Asset Allocation Outlook conference held on September 26th, 2024, in the beautiful setting of Ljubljana Castle. Our esteemed speakers: Paul Jackson from Invesco EMEA, Primož Cencelj, CFA from Modra zavarovalnica, Mateja Živec, CFA, FRM, CAIA from NLB Skladi and Alexandr Gutirea, CFA, FRM, CAIA, CESGA from Triglav Skladi. Round table panellists shared their valuable insights on investment opportunities: Blaž Hribar, CFA from Pokojninska družba A, Gregor Bajraktarević from Kapitalska družba and David Benedek from Sava Re. Andej Petek, CFA from Triglav Skladi moderated the round table.

Event: Integration of Sustainability Factors into Investment Decisions

The event was held at the Best Western Premier Hotel Slon in Ljubljana on April 23rd, 2024. The discussion oriented around the practical aspects of integrating sustainability factors in the investment process, shedding light on both the opportunities and challenges associated with the approach. We were honoured to host distinguished speakers who enriched our discussion: mag. Tina Žumer, Vice Governor of the Bank of Slovenia; Dejan Goljuf, CFA, Bank of Slovenia; Gašper Dovč, Triglav Skladi; James Gloak and Elodie Houalla, BlackRock. The event concluded with the panel discussion on "Risk and Opportunities of Integrating Sustainability Factors into Investment Decisions", moderated by Andrej Petek, CFA, Triglav Skladi. The panellists included Tadej Mendiževec, CFA, CAIA, Sava Re; Silva Deželan, PhD, Forbion, Polona Močilnik, SID banka and Sašo Šmigić, CFA, Generali Investments.






Forecast Dinner 2024

On January 18th, we organized the 8th edition of the Forecast Dinner. The event was held in Ljubljana at the Radisson Blu Plaza hotel. 

Marco Valli (UniCredit bank) provided comprehensive insight into macroeconomic policies, followed by the discussion about geopolitical risks with guests: prof. dr. Igor Lončarski (Faculty of Economics, University of Ljubljana), Boštjan Usenik (Častnik Finance) and Sašo Ivanović (Triglav Skladi). Panel was moderated by Matija Filiplič, CFA. We looked into the previous year's forecasts and announced the most accurate predictors: Marko Filipčič, CFA, Jaka Kirn, CFA, and Alenka Gedrih. Congratulations!






Charter Award Ceremony

On November 30th, CFA Society Slovenia hosted the annual Charter Award Ceremony. Our guest, prof. dr. Tomaž Turk, Dean at the University of Ljubljana, School of Economics and Business, congratulated new Charterholders who attended the event. This year we accepted 8 new Charterholders to CFA Society Slovenia.







Conference "Asset Allocation Outlook"

On September 26th, 2023, the half-day conference "Asset Allocation Outlook" took place. The main focus of the event was on the current situation on the capital markets and their impact on investment allocation. In the opening presentation, a representative of Invesco, Mr. Paul Jackson, presented his view on inflation, central bank policies and the macroeconomic situation, as well as the impact on asset allocation. In subsequent lectures, the outlook on the stock, bond and private equity markets were presented. This was followed by a panel discussion, where representatives of major investors, such as insurance companies, banks, real estate funds and private equity, revealed where and how these institutions allocate their assets.







Ethics in finance

On April 5th, 2023, we organized the event about Ethics and ethical behaviour in finance. After the "Walk through the history of ethics principles" presented by our member Kruno Abramovič, CFA, the panel about Ethical behaviour in the financial markets was moderated by Andrej Petek, CFA and joined by speakers: Žiga Kosi (Slovenian Securities Market Agency), Aleš Ipavec (Ljubljana Stock Exchange) and Gašper Peklaj (Triglav Skladi). After the official part, the event continued at the 12th floor of iconic Nebotičnik building.





Research Challenge

On March 1st, 2023, we organized the local finals of the CFA Research Challenge 2022/2023 competition. There teams of students from two faculties (one from Faculty of Economics, University of Ljubljana and two from Faculty of Economics and Business, University of Maribor) presented a valuation report of Cinkarna Celje's share. The judges asked them questions related to the analysis. The winning team from University of Ljubljana, Faculty of Economics, advanced to the next round of the competition.


Winning team (Gjorgij Gjorshevski, Ana Šenk and Viktor Kukunesh) with their faculty advisor, Mr. Igor Lončarski (right) and their industry mentor Matija Filiplič, CFA (left).








Forecast Dinner

On January 11th, 2023, we organized the 7th consecutive annual Forecast Dinner. The event was held in Ljubljana at the Radisson Blu Plaza hotel.

Matej Pirnat from Holding slovenske elektrarne d.o.o. presented the current situation on the energy market, followed by “Real estate in Slovenia” panel with guests Ajda Kaluža (Arvio d.o.o.), Matej Runjak (Trigal d.o.o.), Maja Ostanek, MRICS (Alfi RE d.o.o.) and Simon Kavka, MRICS (NAI significa d.o.o.). We looked into the previous year's forecast and announced the most accurate predictors: Rok Potočnik, CFA, Gorazd Belavič, CFA, Bojan Ivanc, CFA, CAIA and Matjaž Dlesk, CFA.