● 2nd Edition
Financing & IPO Summit | 23–24 October 2026
Following the success of the first edition, VERTIK Group and the European Investment Bank bring together private companies, listed companies, investors and regulatory authorities to explore new financing options for growing companies, complementing traditional bank lending.
Date
23-24 October 2026
Location
EIB Group Office, Bucharest
Format
Summit + Reverse Roadshow
About the summit
Financing & IPO Summit 2026: alternative financing for growing companies
Financing & IPO Summit 2026 is the second edition of the event organised by VERTIK Group, with the European Investment Bank (EIB) as Strategic Partner. The event will take place on 23 October at the EIB Group Office in Bucharest (31 Vasile Lascăr Street, Sector 2).
The summit brings together growth-oriented companies and business leaders, investors and financial institutions and decision-makers.
This edition focuses on alternative debt financing instruments, as well as hybrid, equity and debt solutions, as a first step towards diversifying corporate financing structures. It brings together local and regional market players alongside successful entrepreneurial companies. The goal is to accelerate the transition of growth-oriented companies toward alternative financing sources, deepen the understanding of private and public debt financing mechanisms, and promote sustainable finance as a driver of economic resilience and regional competitiveness.
2nd
Edition, following the successful Financing & IPO Summit 2025
4
Core themes: debt financing instruments, financing routes, IPOs, corporate governance
+15
Speakers
Friday, 23 October 2026
EIB Group Office, 31 Vasile Lascăr Street, Sector 2, Bucharest · Working language: English · Sessions and timings subject to final confirmation
09:00–09:30
09:30–09:50
● Daniela Maior & Daniela Aldescu, Co-Founders & Partners, VERTIK Group
● Marius Cara, Head of the EIB Group Office in Romania
Why alternative financing is the next step for growing companies in Romania and CEE.
09:50–10:10
● Daniela Maior, Co-Founder & Partner, VERTIK Group
From private credit and mezzanine to bonds and pre-IPO rounds: mapping the financing ladder for companies with EUR 5–100m revenue.
10:10–10:40
● Marius Cara, Head of European Investment Bank Group Office in Romania (EIB Group)
● EIB advisory & project-finance expert
Financing instruments available to Romanian and CEE companies, followed by a technical deep-dive on EIB advisory services and project financing.
10:40–11:30
● Host: Albert Sirignano
● Panellists: family-office principal, private-equity investor, CEE entrepreneur (invited by the host)
CEE’s competitive advantages · sectors attracting the strongest capital (real estate, energy, technology, infrastructure, healthcare, private markets) · what international investors look for · valuations vs. Western Europe · where the next EUR 100m+ opportunities will emerge · what must change for CEE assets to attract significantly more global capital.
11:30–11:50
11:50–12:35
● David Canta, CEO, Star Invest – Serial real-estate investor on developing a REIT and acquiring its first office building in the city center
● Delia Necula, CEO, FORT – Serial founder – successful exits and dealing with investors in cybersecurity
Two founders on taking on external capital, fundraising and the growth vision behind each transaction.
12:35–13:15
● Tudor Coroian, ACP – Mezzanine financing: how companies can prepare for and meet investor expectations
● Giuliano Glocker, Maverix Securities AG, Switzerland – Structuring international transactions
● Raluca Ioana Man, Founder, RSEVEN Advisory – Forecasting as a strategic tool for financing growth and investment decisions
Three focused 12-minute presentations on the mechanics that make a company financeable.
13:15–13:30
● Ion Fratiloiu, Finkr – Structuring global transactions from London to New York
●Olga Niță, Partner, Filip & Company – Key legal aspects of capital transactions
● Valentin Filip, Nucleo VC – VC investment and fundraising perspective
How cross-border deals are structured, and lessons from one of Romania’s most internationally financed technology companies.
13:30–14:30
Four themes structure the day, from the mechanics of debt financing to the long-term case for going public.
01
Financing instruments available to Romanian and CEE companies, followed by a technical deep-dive on EIB advisory services and project financing.
02
CEE’s competitive advantages · sectors attracting the strongest capital (real estate, energy, technology, infrastructure, healthcare, private markets) · what international investors look for · valuations vs. Western Europe · where the next EUR 100m+ opportunities will emerge · what must change for CEE assets to attract significantly more global capital.
03
Discussions on raising external capital, the fundraising process, bond issuance, and the growth vision behind each transaction.
04
How cross-border deals are structured, and lessons from one of Romania’s most internationally financed technology companies.
Speakers
Voices from local and international capital markets
The full speaker lineup is being finalised. Here are the confirmed names so far.
Partner, VERTIK
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Daniela Maior is building an ecosystem designed to help leading companies unlock their full market potential, navigate the complexities of the IPO process, and achieve outstanding valuations—both at listing and as they continue to thrive on the stock market. Daniela’s passion lies in enabling businesses to grow their market value by millions of euros annually through innovative and world-class Investor Relations practices.
Daniela’s journey began over 17 years ago on the trading floor, where she discovered a deep interest in connecting companies with investors. Breaking into the financial industry and mastering the intricacies of capital markets required resilience, creativity, and significant effort. Throughout her career, Daniela has led transformative initiatives, including the first-ever “Investor Relations and Liquidity” Program in Romania, commissioned by the European Bank for Reconstruction and Development (EBRD). This pioneering project significantly improved the communication strategies and market liquidity of three prominent publicly listed companies.
One of Daniela’s proudest achievements is co-founding and leading the Romanian Investor Relations Association (ARIR). Over more than five years, ARIR brought together companies representing over 90% of the Bucharest Stock Exchange’s market capitalization, setting new standards for corporate transparency and governance in the region.
Daniela recently earned a Ph.D. in Finance from the Academy of Economic Studies in Bucharest, reaffirming her commitment to continuous learning and deepening her expertise. Beyond her professional endeavors, Daniela is actively involved in financial and entrepreneurial education initiatives, where she shares her insights to inspire and empower the next generation of leaders
Partner, VERTIK
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Daniela is an experienced leader and a C-Level Investor Relations Educator with over a decade of experience and a demonstrated track record in capital markets.
Passionate about advancing the field of investor relations and actively involved in the start-up ecosystem, since 2020 Daniela co-founded and has been developing VERTIK Group, which includes a top consulting company in the capital market specializing in providing comprehensive consulting services for Investor Relations and Public Relations and an investment vehicle, and Smart Impact Capital, a micro-VC that supports start-ups in the early stage.
As Partner at VERTIK, Daniela is coordinating the strategic and operational activity of the company, in direct dialogue with clients, contributing to their IR & PR Strategy development and execution.
She has been actively involved in coordinating the operational activities of the Romanian Investor Relations Association (ARIR) for over 5 years and collaborating with the 40 members of the organization to ensure the implementation of IR best practices on the local capital market.
Daniela’s journey in the capital markets began during her tenure at prominent companies listed on the Bucharest Stock Exchange such as OMV Petrom and Electrica. During her time there, she played a crucial role in overseeing investor relations and strategy activities and contributing to the success of the organization. She interacted with over 100 local and international investors and coordinated the organization of events dedicated to them, supporting management in conveying the company’s message.
She is also an active business angel with over 20 investments in the last 5 years in start-ups from the health, fintech, and edutech verticals.
Head of European Investment Bank Group Office in Romania (EIB)
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Marius Cara is the Head of the European Investment Bank (EIB) Group Office in Romania, a role in which he represents the EIB Group at institutional level and in its relations with EIB financing beneficiaries.
Previously, he served as Head of the Investor Relations Department at the European Commission (2021–2024), where he coordinated investor outreach activities in the context of the NextGenerationEU funding programme.
Marius joined the EIB in 2006 as an advisor to the Audit Committee, and since 2011 he has worked within the Capital Markets Department as Deputy Head of the Investor Relations and Sustainable Funding Division. In this capacity, he managed relationships with rating agencies and credit analysts and was involved in presenting the EIB’s strategy at investors’ conferences and events, including promoting EIB’s green and sustainable bonds (Climate Awareness Bonds and Sustainability Awareness Bonds).
Marius Cara began his career as an auditor at PricewaterhouseCoopers (1996–2001), after which he worked as an internal auditor within the United Nations system. He is a graduate of the Bucharest University of Economic Studies, holds the ACCA qualification, and is a member of the Chamber of Financial Auditors of Romania (CAFR) and the Body of Expert and Licensed Accountants of Romania (CECCAR).
Marius is fluent in English and French and is a native Romanian speaker.
Co-Founder, Rock Eleven Group, Founder, DDC Financial Group
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Albert is Co-Founder of Rock Eleven Group and Founder of DDC Financial Group, and an experienced entrepreneur and investor focused on driving growth, strategic partnerships, and innovation across alternative investments, private capital networks, and entrepreneurial ventures. Born and raised in Boston, Massachusetts, Albert developed an early foundation in business, resilience, and opportunity. In 2009, he relocated to Europe, marking a pivotal step in expanding his global perspective and professional reach. Since then, he has built a strong international network and gained extensive experience working across both U.S. and European markets, with a focus on cross-border investments and strategic business development. At Rock Eleven Group, he helps lead the firm’s strategic vision, working on initiatives that bridge private capital with innovative ventures.
CEO, FORT
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Delia Necula is the CEO of FORT, a Romanian cybersecurity company listed on the AeRO market of the Bucharest Stock Exchange. She also serves as a member of the company’s Board of Directors. With more than 20 years of experience in business leadership, entrepreneurship and investment, Delia has led companies through growth, transformation, scaling, and successful exits. At FORT, she focuses on business strategy, governance, and commercial development, in a market where cybersecurity is increasingly connected to business resilience, regulatory compliance and companies’ ability to grow safely in a rapidly changing digital environment. Her previous experience spans healthcare, fitness and investment, including building and scaling businesses, leading nationwide expansion and supporting companies through acquisition and post-acquisition integration. As a mentor and investor, she has also worked with entrepreneurs on business model validation, commercial strategy, and preparation for raising capital.
Investment Director, Accession Capital Partners
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Tudor Coroian is Investment Director at Accession Capital Partners, focusing on origination, execution and portfolio development of mezzanine and growth capital investments in CEE, with a particular focus on Romania.
He has over a decade of experience in private markets and investment banking, working closely with entrepreneurs and management teams across industries.
Founder, RSEVEN Advisory
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Raluca Ioana Man is a Business Strategist, Board Advisor and Speaker with nearly 20 years of experience working with companies, founders, executive teams and boards. She is the Founder of RSEVEN and the Business Society Accelerator and sits on different boards and advisory structures. Her work focuses on business strategy, forecasting and scenario planning, strategic growth, governance, business development and decision-making in complex and fast-changing environments. She advises organisations and leaders on how to move from uncertainty to clear priorities, stronger positioning and disciplined execution. Raluca is also actively involved in startup and innovation ecosystems as a mentor, speaker, moderator and judge, working with founders on growth strategy, business models, investor readiness and long-term value creation.
Founder & CEO, Finkr
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Began in banking and equity capital markets advisory, then spent years in fintech, including Fiserv, positioning technology into tier one banks and investment firms, before founding Finkr, a management consultancy and advisory business to lenders and technology companies launching products into new markets. Through Finkr he has advised lenders across the US, UK and Europe on senior facility structuring, investor materials and due diligence, and taken technology and lending businesses into new markets across strategy, product and technology. He is now also launching Loop, an SME lender to UK businesses with European aspirations, where he leads capital, corporate development and technology.
Co-CEO & Founder, Maverix Securities AG
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Giuliano Glocker is the Co-CEO and founder of Maverix Securities AG, formerly CAT Financial Products, a leading Swiss investment house specializing in structured products, actively managed certificates (AMCs), and digital asset solutions. With a career spanning over two decades in finance and investment innovation, Glocker has played a central role in transforming Maverix into one of Switzerland’s most dynamic and forward-thinking securities firms.
Under his leadership, Maverix has embraced the digital evolution of capital markets, combining state-of-the-art technology with regulatory rigor to deliver customized investment solutions. In 2024, the company launched a groundbreaking ETP tracking the “Next Generation Payment Index,” merging equity markets with the crypto economy a direct reflection of Glocker’s vision to break with traditional investment culture.
Managing Partner, Nucleo Ventures
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Valentin Filip is Managing Partner at Nucleo Ventures, where he oversees the start-up portfolio and the development of strategic partnerships. With over 15 years of experience in technology, entrepreneurship, product development, and business growth, Valentin has worked with companies of various sizes and at different stages of development.
He began his career as a software developer, later moving into product management, executive positions, and co-founder roles in several start-ups. Today, he leverages his expertise to support the growth of Nucleo Ventures portfolio and actively contributes as a board member in multiple start-ups.
CEO, Star Invest
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Real estate entrepreneur with in-depth knowledge of the Romanian and broader regional markets. Currently managing a group of service companies, including Avison Young Romania and Czech Republic, Facilitec Services, Optim Project Management, and REIT Capital. Areas of expertise include real estate transactions, asset management, and investment strategy.
Partner, Filip & Company
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Olga Niță is a partner specialising in Capital Markets, M&A and Corporate. She advises private and listed companies on debt and equity capital markets transactions, M&A, due diligence and corporate governance, with sector experience in telecommunications and banking. Olga has worked on some of the most significant M&A and capital markets deals in Romania in recent years.
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More speakers to be announced
Company Visit Agenda | 23–24 October 2026
Reverse Roadshow to selected investors
Following the summit, VERTIK will organise curated company visits for selected investors, showcasing local champions including AQUILA (FMCG distribution, BVB: AQ), FEPRA (circular economy) and Polytrade Global (renewable energy).
23 Oct - 24 Oct
Featured industries
Site visits include a wine & dine experience each evening, with the Saturday edition set in the Buzău wine region. Details on participation to follow.
Fri 23 Oct · 15:00
Transfer between venues, provided by Autonom – A Romanian mobility company and a leading provider of operational leasing and car rental services. (TBC)
Fri 23 Oct · 16:00
The largest FMCG distribution company in Romania (BVB: AQ). Site visit near Bucharest: distribution hub, logistics and the story of a listed consumer-goods leader.
Fri 23 Oct · Evening
Wine & dine experience supported by Star Invest – The first investment platform listed on the Bucharest Stock Exchange that facilitates investors access to the real estate sector.
Sat 24 Oct · Morning
Recycling and waste collection: circular-economy operations and the financing behind them.
Sat 24 Oct · Afternoon
Renewable and energy assets developed by a Romanian entrepreneurial group.
Sat 24 Oct · Evening
Wine & Dine experience, Crama Părinte, Ploiești County, supported by EVANTAGE Soft, a European-rooted consulting company with a global presence, accelerating digital transformation through technology and strategic business expertise.
Who is this for
01
Growth-oriented companies exploring their next financing stage.
02
Looking to diversify their company’s sources of financing.
03
Business leaders exploring new stages of development on public markets.
04
Seeking to connect with promising companies from Romania and the region.
Partners
An event created by:
Reserve your seat
Seats are limited to entrepreneurs, CFOs, listed-company leaders, investors and institutions. For registration or partnership enquiries, contact the VERTIK team.
Sessions and timings subject to final confirmation.