PROPOSAL FOR COOPERATION June 2013 HIGHLIGHTS FOR POTENTIAL - PowerPoint PPT Presentation

PROPOSAL FOR COOPERATION June 2013

HIGHLIGHTS FOR POTENTIAL PARTNERS Opening summary Association with established, globally recognized organization, promoting the highest standards of ethics and • professionalism in the financial world Access to top financial industry professionals in CR and Slovakia – over 130 society members and almost 800 • candidates (both CR and Slovakia) Promotion via our events that have been established among the top financial related events in CR • • Key highlights of our events:  High profile international and local speakers The event attendees are: top management representatives of banks, investment and asset management  companies, major corporations and CNB Various profiles of our events and various audiences: access to influential industry executives as well as young  entrants to the industry • High media recognition and PR visibility CT24, CRo Radiozurnal, Ekonom, HN and iHNed.cz – our media partners  CFA Society Czech Republic 2

PREVIEW 1. About CFA Institute 2. About CFA Society Czech Republic Member & Candidate Demographics  3. Our Events Forecasting Dinner  Charter Warding Ceremony   Research Challenge Other events   Event Plan 2012 – 2013 4. Sponsorship Opportunities 5. Appendix  Media Monitoring Advertisement Campaigns  CFA Society Czech Republic 3

ABOUT CFA INSTITUTE Global, not-for-profit association of investment professionals CFA Institute ( www.cfainstitute.org ) • The mission: “To lead the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society. ” • Administers the Chartered Financial Analyst (CFA) Program and awards the world-wide prestigious CFA designation Current situation 60+ years tradition, headquarters in Charlottesville, representative offices in Hong Kong, London and New York • • More than 100.000 members from 137 countries across the world and over 200.000 candidates from 167 countries • The membership has grown more than fivefold across the world since 1990, when CFA Institute had 15.000 members mostly in the US; growing membership in Asia and Europe in particular About CFA Program The CFA Program is understood as a benchmark of the highest professional excellence and ethical standards on a global basis • • The CFA designation is one of the most prestigious and respected designation in the investment and financial industry globally • Described by the Economist as “the gold standard” and as a “passport to a career in international finance” by the Financial Times Topics examined are ethics and standards of professional conduct, investment analysis and valuation, economics and portfolio • management; only 1/5 of enrolled candidates completes the program and gain the CFA designation • More than 95.000 investment professionals has earned the CFA Charter since 1963 CFA Institute is one of the leading, globally recognized organizations in the investment industry. The CFA designation is understood as an equivalent to the prestigious MBA degree in finance. CFA Society Czech Republic 4

ABOUT CFA SOCIETY CZECH REPUBLIC Not-for-profit member organization of CFA Institute Who we are ( www.czechcfa.cz ) • Winner of CFA Institute 2012 Award of the Most Outstanding Society by size and 2009 Revitalization Award • Successfully serving CFA charterholders and CFA Program candidates in the CR and Slovakia since May 2002 • Promoting the highest professional and ethical standards in the Czech investment industry Providing a networking platform for the financial community in the Czech Republic • Members’ profile • Currently over 130 members and nearly 800 registered candidates (CR and SK) • Candidates typically at entry-level positions to financial industry, CFA charterholders hold mid to senior level executive positions CFA Society’s Board of Directors Marek Jindra, CFA, FCCA, ASA, President – Partner at Ernst & Young • Jan Brázda, CFA, Vice President – Senior Manager at PricewaterhouseCoopers • • Jana Jandová, CFA, Treasurer – Senior Manager at Deloitte • Tom Fencl, CFA, Member – Managing Partner at Tom Fencl Advisory • Martin Fischer, CFA, Member – Proprietary Trader Olga Kuiper, Member – Corporate Specialist at Sberbank CZ • • Matěj Turek, CFA, Member – Manager at Ernst & Young • Lubomír Vystavěl , CFA, Member – Manager at Ernst & Young Advisory Committee of Past Presidents • Lukáš Brych, CFA, FCCA, Past President – Executive Director at Bonus Group Michal Mares, CFA, Past President – Managing Partner at NBFA • • George Formandl, CFA, Past President – Partner at Enercap • Tanweer Ali, CFA, Past President – Professor at the New York University in Prague Executive Director Petra Roberts, CFA – Regulatory Compliance Consultant and Managing Partner at Roberts & Co • CFA Society Czech Republic 5

MEMBER DEMOGRAPHICS The CFA Society Czech Republic has over 130 members Members by country Top employers of members Member Positions Belgium 1 Ceska Sporitelna 8 C ZECH R EPUBLIC 101 Ernst & Young 7 Middle Management Portfolio France 1 ING 6 5% Manager CSOB 5 Executives Italy 1 14% 21% Komercni Banka 5 Slovakia 23 Generali 5 Sweden 1 Senior Switzerland 1 Consulting Management & Analysts 74% United Kingdom 2 80% 33% 27% USA 2 Age Distribution 60% Total paying members 133 40% Charterholders 124 14% Candidates 9 20% 10% 2% 2% 0% 0% Years in the Industry 0% <21: 21-31: 32-42: 43-53: 54-64: >64: N/A 140 120 Continuous growth in membership 20Y <, 2% 16Y - 20Y, 100 17% 11Y - 15Y, 80 37% 60 Not < 5Y, 8% 40 Applicable, 4% 20 0 6Y - 10Y, 32% Over 90% of the members hold the CFA charter CFA Society Czech Republic 6

CANDIDATE DEMOGRAPHICS CFA Society Czech Republic has nearly 800 candidates Candidate Positions Top Employers of Candidates Ernst & Young 20 Middle Ceska Sporitelna 19 Management 17% Slovenská Sporitelna 12 Candidates by Country Czech National Bank 10 Czech Republic 484 Senior Management Generali 10 Slovak Republic 304 12% Analysts & Others 7 National Bank of Slovakia 9 Associates 58% Portfolio Total Candidates 795 PWC 18 Management 5% Tatra Asset Management 9 Executives 8% 200 Candidates enrolled for the upcoming CFA exam Candidates Split 150 Level III 11% 100 50 Level I 63% 0 Level II 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 26% CFA Society Czech Republic 7

OUR EVENTS Forecasting dinner (1/4) Highlights from the 10th Anniversary Forecasting Dinner 2012  Miroslav Singer, Governor of the Czech National Bank Willy Kiekens, Executive Director of International Monetary Fund  • Celebration of the CFA Society Czech Republic’s 10th Anniversary 11th Annual CFA Society Forecasting Dinner 2013 • Tomas Sedlacek, CSOB Macroeconomist; Jesper Berg, Nykredit Realkredit CFA Society Czech Republic 8

OUR EVENTS Forecasting dinner (2/4) Event characteristics • The society’s flag ship event which celebrated its 10th anniversary in 2012. Held since 2003; typical timing: February The event was held for the past 9 yrs* under the auspices of the Governor of the Czech National Bank, in the premises of CNB • • Target audience: senior representatives of Czech banks, investment and AM companies, major corporations, senior representatives of CNB and selected Ministries, with many attending repetitively • The program of the event:  Opening speech by CNB Governor Usually two to three presentations by top Czech, European and global speakers on the future development of the global financial markets  or the status of the economy  A short word by the Society’s President, recognition of the Research Challenge winning team and awarding of the ‘crystal balls’ to the speakers  Formal (seated) dinner is served between the presentations Followed by informal wine-tasting and further networking opportunity in the foyer  What is in it for our sponsors • The venue, international speakers and VIP attendees make the event a “must do” in the Czech financial community Attendance: 200 people, in the last years the event was fully sold out 1 week before the event date • • Recognition of the event’s sponsors: S ponsors’ logos in all promo materials – advertisements in Ekonom (3 weeks), HN (week ahead), iHNed (three-week campaign); Fleet  Sheet and Final Word (three weeks) plus electronic and printed invitations distributed to nearly 1000 professionals  S ponsors’ logos displayed on the main banner at the stage behind the speaker table; banners at foyer of the venue Sponsors recognized during the welcome speech + sponsors’ marketing materials (sponsor tables at the foyer, promo gift bags)  • Free VIP tickets - up to a whole round table at the main venue (10 seats) for the sponsor’s representatives and VIP clients Media attention including a live broadcast or report by CT24; interviews with speakers; two round tables of key media representatives • • CT24, CRo Radiozurnal, Ekonom, HN and iHNed.cz – the event’s media partners • A press release with sponsors recognition is distributed to all major media by a PR agency (Donath Business & Media) CFA Society Czech Republic 9