8:45 - 9:15    Registration and Networking

 

 

9:15 - 9:30   CFA Society Slovakia Opening – Event Information, Veronika Kuricov á

                          CFA Society Slovakia Opening  speech Marcel Imrišek CFA – President of CFA Society Slovakia – Introduction of CFA Society Slovakia (SVK)

 

9:30-10:40  1. Transformation 2.0 : Can Slovakia Lead Its Own Economic Reinvention?

Slovakia stands at a crossroads. With European funding set to decline and global competition accelerating, can the country shift from a low-cost, subcontractor economy to one powered by innovation, digitalization, and high value-added production? Inspired by the Czech Republic’s “Second Economic Transformation,” this panel explores the reforms, investments, and political consensus needed to secure Slovakia’s financial independence and long-term competitiveness.

Moderator : Alojz Šimičák, CFA,  CFA Society Slovakia

Introductory presentation

• Michal Maxim, Associate Partner, Head of ESG and FRM Services, KPMG in Slovakia

Panel Discussion

• Ľudovít Ódor,  Member of the European Parliament
• Zuzana Kaparová,  Head of the EIB Group Office in Slovakia
• Daniel Bytčánek,  Managing Director, Debt and Liquidity Management Agency
• Marek Prokopec,  Chief Executive Officer, Tatra Asset Management
• Marek Sásik,  Advisor to the Board, Slovenská sporiteľňa 

 

10:40-10:50  Coffee Break

 

10:50-12:00    2. Swiss Banking : Is Cross-Border Wealth Management Worth It?

Is private banking in Switzerland, Liechtenstein, and Austria right for Slovak clients? This panel examines cross-border banking benefits, what wealthy individuals value in foreign jurisdictions, and key advantages of international banks. Discussion covers misconceptions about secrecy and regulations, explores return expectations and asset allocation—focusing on illiquid investments. We'll review financial planning, manager selection, fee structures, and emerging trends including AI adoption and industry changes.

Moderator : Ivan Melay, CFA  Salmann Investment Management

Panel Discussion

• Leontiev Andrej, Partner,TaylorWessing e/n/w/c
• Michal Štefaničiak, Private Clients, Bank Gutmann AG
• Lucia Desmarquest, Private Wealth Advisor for HNWI, LUMUS Investment Collective
• Jan Ruzicka, Executive Director, Bellecapital AG 

 

12:00-13:30 Lunch Break

 

13:30-13:45 Marcel Kolenička, Double Red Cars Museum Brezno

 

13:45-14:55    3. Bridging Finance: Connecting Traditional Markets with Digital Assets and AI

Artificial Intelligence, Machine Learning, APIs, and generative AI tools like ChatGPT are rapidly transforming the financial industry. As digital assets and AI move from the periphery to the mainstream, the traditional financial world faces new opportunities—and challenges—in integrating these technologies. This panel explores the unfolding convergence between established markets and the rapidly expanding ecosystem of digital assets and artificial intelligence—including tokens, cryptocurrencies, stablecoins, tokenized real-world assets, and advanced AI solutions.

Moderator : Adrian Kožuch,   CFA Society Slovakia

Introductory presentation

•  Zuzana Hecko, Counsel IP Tech Media Life Sciences, A&O 

Panel Discussion

• Marcel Schreiber, Chief Operating Officer, Trever
• James Butterfill, Head of Research at CoinShares, CoinShares
• Roman Basar, Director of Business Development, Wincent

 

14:55-15:10 Coffee Break

 

15:10-16:20    4. Investment Strategies and Market Outlook : Will Private Assets Lead the Way?

As central banks shift policies and global uncertainty persists, investors are reevaluating where future returns will come from. Can private assets—including private equity, private credit, real estate, and infrastructure—outperform traditional markets in today’s environment? This session will assess current market dynamics and offer insights into building diversified, resilient portfolios in an era of elevated risk and opportunity

Moderator : Eva Miklašová, CFA CFA Society Slovakia

Introductory presentation

• Dietrich Matthes – Partner and Head of Illiquid Assets, Quantic Financial Solutions

 Panel Discussion

• Dominik Cisár, Portfolio Manager, Erste Asset Management Slovakia
• Branislav Tuš, Head of Investment Department, NN
• Jozef Prokeš, CFA, Head of Investments and Open Market Operations, National Bank of Slovakia
• Rastislav Kráľ, Analyst and Product Development Manager, KBC Asset Management Slovensko

 

16:20-16:30 Closing Remarks

 

16:30-19:00 Networking