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More than 250 people took part in the 9th edition of the Individual Investors Forum organized by BVB in Cluj-Napoca

5/21/2019

  • More than 250 people, existing or potential investors, took part in the ninth edition of the Individual Investors Forum organized by BVB in Cluj-Napoca.
  • The most important event for retail investors gathered 17 speakers: specialists from the capital markets – representing analysts, brokerage companies, mutual funds, pension funds – were joined on stage by company officials of already listed or potentially to be listed companies. 

 

The Bucharest Stock Exchange (BVB) and its partners have organized the ninth edition of the Individual Investors Forum, a benchmark event aimed at retails investors. More than 250 people, existing or potential investors, took part on the 18th of May in Cluj-Napoca in the most important national forum for financial education. The main theme of this edition brought to the center stage the paramount importance of savings in securities to anyone who aims at attaining a certain level of financial freedom. 

Among the people who registered for the event, 23 percent are between 18 and 25 years old, while 66 percent are between 26 and 45 years. 18 percent of them said they are beginner investors and 66 percent of them experienced investors, while 16 percent said they had not invested yet. Among the people who had at least one type of investment, over 40 percent have also a trading account at a brokerage company, 13 percent also invest in mutual funds, and 10 percent also contribute to the Pillar 3 pension fund.

The most important event for retail investors gathered 17 speakers, specialists from the capital markets – representing analysts, brokerage companies, mutual funds, pension funds – were joined on stage by company officials of already listed or potentially to be listed companies.

BVB’s CEO Adrian Tanase showed a comparative analysis regarding the value of an account assuming a fixed monthly amount had been invested for the last 20 years, concluding that whoever had constantly invested in the capital market (also by reinvesting the dividends) would have got an amount three times bigger as compared to banking deposits and six times bigger as compared to current accounts. Lucian Anghel, the President of the BVB Board of Governors, spoke about how important diversification is and how the capital market can reward investors with generous yields.

Bogdan Gherghe from CFA Society Romania talked about direct and indirect investments in the capital market, with the advantages and disadvantages of each type of investment. Representatives of the brokerage companies BCR (Valerian Ionescu), BT Capital Partners (?tefan Nicola), Goldring (Drago? Mesaro?) and Tradeville (Gabriel Aldea) presented how one can become an investor and start trading on the stock exchange.

During the mutual funds’ panel, Aurel Bernat (BT Asset Management), Dan Popovici (OTP Asset Management), Mihai Purcarea (BRD Asset Management) and Mihnea Barbulescu (Erste Asset Management) met the audience interest regarding how to invest in the local mutual funds.

Andreea Pipernea who is heading NN Pensions talked about the significance of the Pilar 3 pension fund and demographic trends. The Forum continued with a presentation from Dan Rusu, Head of Research Banca Transilvania, on news, trends and feelings, and who taught investors how to separate relevant from irrelevant information.

The officials of two listed companies, Dorel Goia, President of the Administration Council of TeraPlast, and Gabor Molnar, CEO of AAGES, talked about the development plan of their companies and what the stock exchange meant for their businesses. Tomasz Kurcin, President of the Administration Council of RAIKO Romania, disclosed the company’s plan to go public on BVB.

For experienced investors, Irina Railean from BT Capital Partners addressed two topics of great interest: the dividends and the relative valuation of a listed company.

The Individual Investors Forum is a benchmark event organized by the Bucharest Stock Exchange since 2013 with the goal to make the capital market popular among individuals.

This year’s edition is organized with the support of the partners Banca Transilvania, BCR, BRD Asset Management, BT Asset Management, BT Capital Partners, Erste Asset Management, Goldring, NN, OTP Asset Management, Tradeville and CFA Society Romania, and the media partners DIGI24, AGERPRES, Radio România Actualita?i and FinZoom, together with the project supporters from the Invest Club.