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Events


BVB Forum for Investors

11/14/2015

The presentations are available by hypelink to the speakers names.

On November 14th, 2015 Bucharest Stock Exchange organized the 3rd edition of the Retail Investors Forum, in Bucharest, after 2 editions of the Forum held in Neptun and Cluj-Napoca. For the first time, the format of the Forum was designed to attract the participation of those who are just beginning their investment experience, as well as the already experienced investors, by creating two parallel and specific agendas for each category of the investors.

The first part of the event included interactive simulation, debates and presentations on identifying the needs and objects of the participants and explain the investment options available today. The second part of the event was structured in two different sessions and included more detailed information about managing personal finances and investments on the stock market, for those who have a beginners level of knowledge about investments, and workshops, as well as case studies with real companies traded on the Bucharest Stock Exchange, for investors who already have experience in trading.

The event was be held in Romanian, translation to English being offered on spot.

Participation to the forum was free of charge, subject to registration. 

Location: Chamber of Commerce & Industry of Romania Business Centre, 2 Octavian Goga Boulevard, Bucharest

 

Agenda:

9:30 – 10:00

Registration and welcome coffee

10:00 – 10:30

OPENING REMARKS

 

 Ludwik Sobolewski, Bucharest Stock Exchange CEO
 Lucian Anghel, Bucharest Stock Exchange Chairman
 Calin Rangu, Director of Consumer Protection Directorate, Financial Supervisory Authority

10:30 – 11:20

INTERACTIVE SIMULATION with David Trayford

 

 Everything has a Price – Let's discover if the Price is right!
 A fun interactive introduction to understanding how markets and trading work.

11:20 – 11:40

PITCHING session with the brokers

 

 Why to invest? Why to invest now? Why to invest on the stock exchange?

 Dan Rusu, BT Securities
 Lucian Isac, Estinvest
 Cristina Burada, Tradeville

11:40 – 12:40

PANEL with brokers, asset managers and pension funds 

 

 What’s best for you? Active vs passive investing - interactive debate

 Aurel Bernat, BT Asset Management  
 Dan Rusu, BT Securities
 Corina Cucoli, Certinvest
 Dragos Neacsu, Erste Asset Management
 Mihai Purcarea, Erste Asset Management
 Lucian Isac, Estinvest
 Dan Popovici, OTP Asset Management

12:40 – 13:00

PRESENTATION 

 

Safeguarding the future of your children: opening an investment account in your kid’s name

 Mihnea Barbulescu, Erste Asset management

13:00 – 13:30

Bucharest Stock Exchange - investments opportunities (market and company)

 

 Daniela Serban, Bucharest Stock Exchange
 Adrian Suta, Transelectrica

13:30 – 14:30

Lunch

 

Level 1 - Begginners

Level 2 - Advanced

14:30 – 15:30

SEMINAR

14:30 – 15:00

PRESENTATION

 

‘Double your Income!’ with Eusebiu Burcash  (TBC)


 

Macro data and macro indicators  useful to analyze when investing

Andrei Radulescu, Banca Transilvania

15:00 –  15:30

PRESENTATION

 

Most recent fiscal indicators and how  they can impact your investments

Adrian Stoian, Deloitte

15:30 – 16:15

SEMINAR

15:30 – 16:15

WORKSHOP

 

Fluent in Finance seminar for new investors

Ileana Botez, Bucharest Stock Exchange

 

Tools for advanced investors: The Technical analysis in grounding your investment strategy

Dan Rusu, BT Securities

 

 

16:15 – 16:45

Coffee break

16:45 – 17:30

Q&A SESSION

16:45 – 17:15 

DEMONSTRATION

 

Your guide to becoming an investor, ask the brokers all you want to know about investing on the stock exchange (Q&A)

 
 Dan Rusu, BT Securities
 Lucian Isac, Estinvest
 Cristina Burada, Tradeville

 

BVB Trading App – your mobile application for trading on the  Bucharest Stock Exchange

Alin Barbu - Deputy CEO, Bucharest  Stock Exchange

17:30 – 18:00

PRESENTATION

17:15 – 18:00

CASE STUDIES

 

 Becoming an investor: taxation  issues you need to know about


 Adrian Stoian, Deloitte

 

 How to analyze a company  (companies, analysts’ reports, news  interpretation, main financial  indicators)

 Mihai Anghelescu, Alpha Bank

18:00 – 18:15

 Closing remarks by Ludwik Sobolewski, Bucharest Stock Exchange CEO

18:15 – 19:30

 Dinner