PROPOSAL FOR COOPERATION December 2014 HIGHLIGHTS FOR POTENTIAL - PowerPoint PPT Presentation

PROPOSAL FOR COOPERATION December 2014

HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization, promoting the highest standards • of ethics and professionalism in the financial world Access to top financial industry professionals – around 140 society members and more than 900 • CFA candidates from Czech Republic and Slovakia • Promotion via our events that have been established among the top financial related events in the Czech Republic Key highlights from our events: • High profile international and local speakers o Event attendees: management representatives of banks, asset management companies, o major corporations and CNB Various profiles of our events and various audiences: access to influential industry executives o as well as young entrants to the financial 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 Awarding Ceremony Research Challenge • Other Events • • Event Plan 4. Sponsorship Opportunities 5. Appendix Media Monitoring • Advertisement Campaign • 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 117.000 members from 140 countries across the world and over 200.000 candidates from 167 countries • The membership has grown nearly eightfold 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 109.000 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 2013 Society Excellence Award, 2012 Most Outstanding Society Award 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 140 members and over 900 registered CFA candidates (from CR and SK) • CFA charterholders hold mid to senior level executive positions; candidates typically at entry-level positions to financial industry Executive Director Board of Directors Marek Jindra, CFA, FCCA, ASA – President – Partner at EY Petra Roberts, CFA Jan Brázda, CFA - Vice President – Director at PwC Jana Jandová, CFA – Treasurer - Senior Manager at Deloitte Advisory Committee of Past Presidents Tom Fencl, CFA – Employer Outreach - Managing Partner at Lukáš Brych, CFA, FCCA Tom Fencl Advisory Michal Mareš , CFA Martin Fischer, CFA – Programming Chair – Proprietary George Formandl, CFA Trader Tanweer Ali, CFA Matěj Turek, CFA – University Outreach – Portfolio Manager at Meridon Funds Lubomír Vystavěl, CFA – Advocacy Chair – Advisor at EY CFA Society Czech Republic 5

MEMBER DEMOGRAPHICS CFA Society Czech Republic has 140 members Members by Country Positions of our Members Top Employers Czech Republic 107 EY 11 Others Slovakia 23 5% CSOB Group 9 Academia United Kingdom 4 1% Erste Group 7 Consulting, USA 1 Analysts, Executives Generali PPF 6 Associates, 31% Switzerland 1 ING Group 4 etc. France 1 18% Deloitte 4 Italy 1 KPMG 4 Portfolio Canada 1 Management Czech National Bank 4 Poland 1 9% Total members 140 Total members 140 Senior Middle Management 4 employers with 2< CFA Charterholders Management 25% 11% Members in Time Member Age Distribution 40% 150 120 30% 90 20% 60 10% 30 0 0% '94 '95 '96 '97 '98 '99 '00 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 26-30 31-35 36-40 41-45 46-50 51< Over 96% of our members hold the CFA charter CFA Society Czech Republic 6

CANDIDATE DEMOGRAPHICS CFA Society Czech Republic has over 987 candidates Top Employers of Candidates Candidates by Country EY 56 Czech Republic 631 Reiffeisen Group 37 Slovakia 350 KPMG 32 USA 1 Erste Group AG 30 Austria 1 PricewaterhouseCoopers 25 Hungary 1 Deloitte 24 Italy 1 Swiss Re 24 Malaysia 1 Československá obchodní banka 22 United Kingdom 1 Total candidates 987 Total Candidates 987 Candidates and their Studies Candidates by Position Financial Advisor Chief-Level 3% Executive Corporate Level 2 2% Consultant Investment Financial Candidates 10% Banking Analyst Accountant/Audit Analyst 3% 29% or 11% 3% Other Level 3 10% Candidates 9% Portfolio Manager Students & 5% Unemployed Level 1 38% Relationship Candidates Manager 62% 4% Research Risk Manager Analyst 5% 6% CFA Society Czech Republic has 987 CFA Candidates aiming for the CFA Charter CFA Society Czech Republic 7

OUR EVENTS Forecasting Dinner (1/4) 12th Annual CFA Society Forecasting Dinner 2014 • Miroslav Singer; Anatole Kaletsky - Reuters and New York Times columnist 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 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 has been held for the past decade under the auspices of the Governor of the Czech National Bank, in the premises of CNB • • Target audience: senior representatives of Czech banks, asset management companies, major corporations, senior representatives of CNB and selected Ministries, with many attending repetitively • The program of the event:  Opening by the Society’s President – thank you remarks to sponsors  Presentation by CNB Governor + another one to two presentations by top Czech, European or global speakers on the future development of the global financial markets or the status of the economy  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 – 250 people, the last event was fully sold out 1 month before the event date • Recognition of the event’s sponsors:  S ponsors’ logos in all promo materials – advertisements in Ekonom (4 weeks), HN (week ahead), iHNed (four-week campaign); Fleet Sheet and Final Word (four 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 regular 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