Securities Exchanges Operations,
Financial Risk Management, and
Contemporary Investment Banking
Asst. Prof. Boris Korenak, PhD, CFA, CIPM, FRM was born in 1984 in Belgrade,
where he completed his primary and secondary education. After completing his military
service, he enrolled at the Faculty of Geo-Economics in the 2004/05 academic year. He
graduated in June 2008 from the Department for the Middle East and North Africa. At
Singidunum University, he defended his master’s thesis in 2010 (with an average grade
of 9.57) titled: “The Quantitative Aspect of Fundamental Analysis at the Company and
Industry Level: The Case of Bank of America.” In 2022, at the same university, he
defended his doctoral dissertation (average grade 9.93) on the topic: “Evaluation of
Investment Performance of Portfolios Composed of Thematic and Sectoral Investment
Funds in the US Equity Market.”
He is a licensed portfolio manager (2024) and holds the CFA (2016), CIPM (2017), and
FRM (2020) designations, specializing in investment performance evaluation, financial
modeling, and financial risk management.
After graduating in 2008, he began his career as a teaching associate in courses related
to financial markets at the College of Business Economics and Entrepreneurship (VŠ
PEP) in Belgrade. From 2010, he worked at the same institution as an assistant in the
courses Financial Markets and Portfolio Management.
In 2014, he moved to the United Arab Emirates, where he worked on the largest trading
floor in Dubai, operating within the Dubai Multi Commodities Centre. There, he
developed a trader training program in investment analysis using the Bloomberg
Terminal, as well as trade execution in equities, bonds, futures, and options. After
earning the CFA designation in 2016, he began lecturing at CFA Program preparatory
courses at the Evanson Institute, Dubai Knowledge Park.
In 2018, he joined Sun Life Financial (a Forbes 300 company and the largest financial
group in Canada) as a derivatives analyst. After 18 months, he was promoted to lead
the derivatives and collateral management department. Since 2020, he has been a
managing partner at Investometrix in Toronto, focusing on consulting and education in
investment data analytics.
He is currently engaged with the World Bank project at the Ministry of Finance of the
Republic of Serbia, within the capital market development initiative, and serves as a
member of the Supervisory Board of Eclectica Capital.
He served as Vice President (2021–2023) and Board Member (2019–2023) of CFA
Society Serbia.
Since 2022, he has held the title of Assistant Professor at VŠ PEP, and since 2023 at
the Belgrade Banking Academy. He teaches courses in Stock Exchange Operations,
Financial Risk Management, and Contemporary Investment Banking, and delivers
preparatory courses under the CFA Institute Partnership program.
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