The Future of Finance annual conference develops CFA Society leadership to help shape a more trustworthy, forward-thinking investment profession that better serves overall society. The conference is going help you stay informed about important trends and industry developments. Our focus is on opportunities for change in following areas:

• The future of financial services industry,
• Transformation of financial services business,
• Investment strategies insight,
• AI and Digitalization partnerships.

CFA Society Slovakia, promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions.

CFA Society Slovakia for being honored with the distinguished "Most Outstanding Society" award by the CFA Institute! This accolade recognizes the society‘s stellar achievements throughout 2022 and reflects their dedication to elevating standards within the investment industry and fostering professional development in the financial sector.

AGENDA

The future of financial services industry

The finance industry is facing interesting and challenging times. The question is whether financial institutions can adapt to new trends or whether their role will change. Are fintech companies going to disrupt the financial industry as we know it now? And what role will governments and regulators play in shaping the future? Are financial institutions going to deliver reasonable returns to attract investors? Or will investors rather turn their attention to fintech companies?

Transformation of financial services business

The future of work, artificial intelligence, education system and financial literacy will shape the future inside and outside the financial industry. How to manage these changes in such a turbulent time? Do regulation foster these changes or make it more difficult?

Investment strategies insight

Stakeholders in a portfolio, the liabilities, the investment time horizon and the liquidity needs of different types of institutional investors make the financial world interconnected and divided at the same time. Understanding the different strategies is crucial for investment professionals.

AI and Digitalization partnerships

Artificial intelligence, Machine Learning, ChatGPT, API, Generative AI are changing the financial industry around the world. Want a happy customer? Design happy path, focus on client experience!

Master of the Ceremony - Martin Kažimír

(* program pripravujeme)

Spíkri podujatia: 

Oliver Fines, CFA Head of Advocacy and Policy Research, EMEA, CFA Institute

Martin Kubík, CIO, Tatra Banka

Júlia Čilíková, Executive Director of the Financial Consumer Regulation and Protection Division, National Bank of Slovakia

Branislav Straka, Member of the Board of Directors and COO Banking Products, Processes and Innovation, CSOB

Michal Maxim, Associate Partner, KPMG

Slavka Eley, Head of Governance and Coordination, European Labour Authority

Andrej Leontiev, Partner, Taylor Wessing

Peter Jedinák, Counsel, Head of Slovak Capital Markets and Financial Regulation, Allen & Overy Bratislava

Michal Zajac, CFA Head of Investment reserves Risk Management Section, National Bank of Slovakia

Branislav Tuš, PhD, Head of Investment Department, NN Pensions Slovakia

Andrej Hronec, CFA, Head of Treasury and ALM, VÚB Bank

Pavol Vejmelka, Head of Erste Asset Management GmbH, Slovak Republic Branch

Oskar Kaman, Managing Director, SKY IT