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Integration der regionalen Kapitalmärkte ist der Schlüssel für Unternehmen, die auf der globalen Bühne konkurrieren wollen

The traditional regional financial conference „Challenge of Change“ organized by the Association of Pension Fund Management Companies and Pension Insurance Companies (UMFO) and the Zagreb Stock Exchange has concluded, with the last day of the conference focusing on capital market topics, particularly the integration of regional exchanges.

At the panel titled „Are Companies Ready for the Capital Market?“ speakers included Blaž Brodnjak, CEO of Slovenia’s NLB Bank, Mario Klarić, CEO of Professio Energia, and Luka Orešković, partner at Prosperus Invest and Bosqar Invest.

According to Brodnjak, a generational transition is currently taking place; there are founders of companies and successors who need to take over, but he emphasized that these successors are a generation that has „studied abroad and has ambition“ and are more prepared to list companies on the stock exchange.

– IPOs are pursued for exit and growth. So either you want to sell and secure a comfortable future, or you can have 25 percent of something big instead of 100 percent of something outdated, without fresh ideas and plans for the future – stated Brodnjak.

Klarić confirmed that being a member of the stock exchange has numerous advantages, stating that „membership on the exchange provides access to the strongest institutional investors, including pension funds.“ Orešković noted that five years ago, when they were listed on the exchange, the situation was quite different as there were not as many private equity funds, and the IPO was a „logical path“ for them.

The CEOs also reflected on the securities they have issued. Brodnjak stated that they issued green bonds to be „pioneers in the ESG segment.“ Orešković also spoke about his own green bonds, saying that „bonds generate interest“ and that the most successful ones are those that have investor support and continuously communicate with the market and issue new financial products.

– It would be interesting to issue a true green bond instead of these sustainability bonds we have had so far. We would be a true candidate for a green bond, but we have not yet communicated when and if we would do that – added Klarić.

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Panel ‚Are Companies Ready for the Capital Market?‘ featuring Blaž Brodnjak, Mario Klarić, and Luka Orešković

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Necessary IPOs of State Companies

Regarding integration, Orešković stated that each individual market in the region is too small for the development of large companies, and that crossing borders and fostering cooperation between countries is extremely important because „without it, growth is limited,“ and it also limits investors who will rarely invest in companies operating only in one market.

On the second panel of the last day, six CEOs of regional exchanges gathered – Zagreb, Ljubljana, Warsaw, Bulgaria, Macedonia, and Bucharest. Tomasz Bardziłowski, CEO of the Warsaw Stock Exchange, emphasized that a way must be found to attract domestic capital and domestic companies, stating that „when you develop your market and create your success, integration comes naturally.“

Marko Bombač from the Ljubljana Stock Exchange called integration a „trend that has been prevailing for some time on the global stage,“ and emphasized the need for simplification as, he said, investors face numerous problems when entering the region and need to be maximally facilitated.

– I see a lot of opportunities in regulatory integration, and that is a natural way for progress. Market integration is the only way for us to advance – stated Bombač.

– If you are not big enough, you cannot be an effective capital market. We must create a regional market, and we will continue to develop our local market as that is primarily our core business, but we must also find a way to retain domestic companies in this small market – stated Manyu Moravenov, CEO of the Bulgarian Stock Exchange, who suggested that both state and private companies need IPOs in the markets equally.

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CEOs of six regional exchanges – Zagreb, Ljubljana, Warsaw, Bulgaria, Macedonia, and Bucharest

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‚Eternal Story‘

The head of the Macedonian Stock Exchange, Ivan Shteriev, focused on the limits that all countries face; GDP, the size of the country, and the population mean that companies can only grow within the confines of their countries, and he called the story of integration an „eternal story“ as it has been discussed since the late 1990s. Shteriev cited several examples of attempts to merge markets but added that no one has succeeded in achieving complete integration.

This was echoed by Ivana Gažić, CEO of the Zagreb Stock Exchange, who confirmed that the situation is now different „because we are all part of Europe,“ but added that it is good to go through the history of failed collaborations and learn from mistakes, stating that the situation is now „better.“

However, the priority today, if one wishes to create unified markets, should be to establish equal regulation for all countries. At least that is what Adrian Tanase, CEO of the Bucharest Stock Exchange, believes, noting that „regulatory consolidation is the first step towards integration because we want a level playing field.“ He emphasized that brokers, who play a significant role in such discussions, need to be placed at the center of the discussion. In conclusion, he stated that it is necessary to „develop, advise, and empower young companies that have growth potential in the domestic market.“

The conclusion of the conference was marked by a round table titled „Shaping the Future: Strategic Insights for the Future of the Croatian Capital Market,“ which included Davor Zoričić, State Secretary at the Ministry of Finance, Anamarija Staničić, member of the Management Board of Hanfa, Eva Horvat, member of the Management Board of Raiffeisen Pension Fund Management Company, Tamas Nagy, president of the Association for Business and Mediation in Financial Markets of the Croatian Chamber of Commerce, and Stjepko Čičak, member of the Management Board of the Central Clearing Depository Company (SKDD). The panelists emphasized that we now have the opportunity to be ambitious and increase the attractiveness of the Croatian capital market, and the prerequisite is to adequately respond to challenges with a regulatory framework and achieve consensus on a common direction for development.

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