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Congratulations New Charterholders │ 2
Ross Shmanenko
Taras Shevchenko National University
Master of arts (MA), Finance
Taras Shevchenko National University
Bachelor of arts (BA), Financial Law
Concorde Capital – one of the leading
investment banks in Ukraine; emerging
markets investments; sales & trading
CFA Ukraine – Ukrainian community of
investment professionals. Non-profit
organization.
Founding member
Vice-President
Membership Committee Chair
3
Concorde Capital - ведущий инвестиционный банк в Украине
• Сотрудничество с более чем 700 международными
институциональными и частными инвесторами
Одна из сильнейших аналитических
команд в СНГ
Concorde Capital сегодня:
Лидирующий и крупнейший инвестиционный банк в Украине
Успешный опыт и совместные мандаты в M&A транзакциях, IPO и размещениях еврооблигаций с Unicredit, JP Morgan, Goldman Sachs, Credit Suisse
Более 1,7 млрд. дол. США привлеченных средств для
украинских компаний и банков за 2005-2010 гг., текущий
портфель проектов на сумму более 1 млрд. дол. США
Полный спектр профессиональных инвестиционно-
банковских услуг
Более 100 специалистов, сочетающих знания и опыт работы
в ведущих зарубежных, украинских и российских компаниях,
международных фондовых рынках
Лидирующий брокер в УкраинеЛучшие сделки IPO и M&A в
Украине в 2007 году
4
Полный спектр инвестиционно-банковских услуг
Слияния ипоглощения
Финансовыеконсультации
Привлечение партнера
Привлечениеакционерного
капитала
• Продажа бизнеса: организация и проведение тендеров
по продаже бизнеса на стороне продавцов
• Приобретение: услуги советника относительно
возможных приобретений и сопровождение сделок
• Слияния и разделения бизнесов
• Корпоративные облигации:
организация выпуска и размещения
среди институциональных и частных
инвесторов
• LPN и CLN: организация выпуска нот
участия в кредите и кредитных нот
• Проектное финансирование
(в т.ч. через ЕБРР и МФК)
• Стратегическое партнерство:
привлечение иностранных
стратегических инвесторов для
создания партнерства
• Финансовое партнѐрство (private
equity): привлечение иностранных
финансовых инвесторов
• Анализ рынков
• Консультации по управлению стоимостью
бизнеса
• Финансовая реструктуризация бизнеса
• Частные размещения: закрытое
размещение миноритарного пакета
акций
• IPO и SPO: первичное и вторичное
публичные размещения акций на
международных биржах
• Организация листинга на
международных биржах
• Независимая оценка стоимости
бизнеса и активов
• Финансовое моделирование
Привлечениедолгового
финансирования
Оценка стоимости
бизнеса
Congratulations New Charterholders │ 5
Seminar Structure
Official part
1. CFA Institute & CFA Program
2. CFA Ukraine Society
3. What is networking and why it is so important
Non-official part
1. Graduation – what’s next?
2. Masters degree of working after BA?
3. Job search for graduates
Congratulations New Charterholders │ 6
Congratulations New Charterholders │ 7
Congratulations New Charterholders │ 8
Congratulations New Charterholders │ 9
Congratulations New Charterholders │ 10
Congratulations New Charterholders │ 11
Congratulations New Charterholders │ 12
Congratulations New Charterholders │ 13
Key milestones and statistics
Society creation Next steps2010 key activities
1st CFA
Ukraine
conference
(IG created)
06.2009
2nd CFA
Ukraine
conference
(approvals)
10.2009
CFA Ukraine
becomes CFA
Institute member
society
02.2010
3rd CFA
Ukraine
conference
04.2010
Ukrainian
Investment
Forum
11.2010
CFA Ukraine
GIRC Finals
12.2010
AGM & 4th
CFA Ukraine
conference
(elections)
04.2011
• 77 Society members*
• 30+ regularly active volunteers
• over 400 volunteer contacts
• 7 new CFA Charterholders in 2010* 9 members - application pending
U K R A I N E
Appendix: CFA Ukraine committeesCommittee Objectives
Advocacy Coordinates local advocacy efforts. Promotes improvements in standards and practices via work
with other interested bodies.
Career Development Develops programs and services to enhance members’ professional skills
CFA Prep Courses Typically coordinates exam study groups and CFA Prep Courses
Continuing Education Develops educational programs to meet the needs of local membership and community
CFA Job placement Provides opportunities for members looking for jobs in the financial community
Membership Maintains the viability of society and CFA Institute through recruitment and retention of members
Programming Is responsible for coordination of various society programs/may also coordinate charter awards
event
Public Awareness Promotes public awareness locally by serving as information resource and establishing
relationships with key parties including local media
Strategic Planning Develops and implements a plan that targets members needs
Technology Serves as a main contact for society’s technology – website, email, Society Portal
University Liaison Maintains communication between university faculty / students and the investment community
Sponsorship Serves as a liaison with potential sponsors to support CFA Ukraine activities
Nominations Governs the nominations processes (elections, CFA Institute conference participation, member
recognition, etc.)
You are encouraged to join!!!U K R A I N E
2010 achievements - key events
• Ukrainian Investment Forum (annual event)
Held in November 2010
28 speakers: UIF was attended by the chief executives of the international financial
organizations, leading Ukrainian and international banks, private equity funds, stock exchanges and
investment companies, including: IMF, the World Bank, EBRD, IFC, PwC, state commission on securities
and stock markets, Horizon Capital, Concorde Capital, Advent International, Vienna Stock
Exchange, Deutsche Börse, BNP Paribas, ING and others
Over 300 participants - well balanced in terms of both investment capital consumers / suppliers ratio
and specialization of individual investment professionals:
42% of the Forum participants are top-executives of real economy companies
12% - investment banking professionals
10% - direct investment funds representatives
9% - representatives of commercial banks
8% - auditors and consultants
7% - lawyers
12% - representatives of government, public organizations, business schools, journalists and
others
Only 12% of the Forum participants are the members of CFA Ukraine, while the remaining 88% are
not, which confirms the interest of a wide range of Ukrainian investment market participants to the Forum.
U K R A I N E
2010 achievements - key events
• Global Investment Research
Challenge (annual event)
What It Is: The CFA GIRC promotes best practices in
equity research among the next generation of analysts
through hands-on mentoring and intensive training in
company analysis and presentation skills.
How It Works: CFA Societies and local universities
assemble university teams of 3-5 students each. Teams are
mentored by industry professionals in writing an equity
research report on a publicly traded company. The teams
present their findings to a distinguished panel of experts.
3 Levels of the Competition: local (Ukraine), regional
(EMEA), global (World)
Ukrainian GIRC finals were held in December 2010
7 teams were competing
7 judges graded the presentations of the students
The audience was more than 250 people (students
and professors)
Participating University Teams
Donetsk National Technical University
Ivan Franko National University of L'viv
National University of Kyiv-Mohyla
Academy
NTUU "KPI" IASA
Taras Shevchenko National University of
Kyiv
Ternopil National Economic University
V. Getman Kyiv National Economic
University
The winner: Taras Shevchenko National University team -
went to EMEA regional finals in Madrid, Spain
U K R A I N E
2010 achievements - key events
• CFA Ukraine Spring conference + AGM (annual event)
• Exam Day party and Exam Results (Fall networking) event
• New Year party
• CFA Ukraine Job Fair (first event is scheduled for May 2011, developed for graduates
and young professionals)
• Partner events (Private Equity events, supported by CFA Ukraine – 2 events held)
• Participation in CFA Institute Annual Conference,
CFA Institute EMEA Conference and Semi-
Annual Leadership retreats)
U K R A I N E
2010 achievements - other
• 10 scholarships awarded to CFA candidates (annual process)
• www.cfaukraine.org – new website launched
• Job seekers assistance process for CFA members and
volunteer community
• Collaboration with SSMSC and UAIB on promoting CFA
values and GIPS started
• Collaboration with private providers of CFA Exam
preparation services
• Participation in CFA Institute initiatives (e.g. “One big thing”)
U K R A I N E
Management Financial Report: since inception – 31.12.2010*
*Unaudited. Audited CFA Ukraine financial statements will be publicly
available after the end of the first full financial year, ending 30.06.2011
Income UAH
Founding members fees 23 551
Member dues 25 200
CFA Institute support 103 823
Event participation fees 70 100
Sponsorship support 430 035
Other 915
Total Income 653 625
Expenses
CFA Conferences and UIF - 306 673
Educational events - 19 818
Other promotional - 32 280
Other member events - 11 364
Administrative - 3 840
Total Expenses - 373 976
Financial Result 279 648
4%4%
16%
11%
66%
0%
Income Distribution
Founding members fees
Member dues
CFA Institute support
Event participation fees
Sponsorship support
82%
5% 9%
3% 1%
Expense Distribution
CFA Conferences and UIF
Educational events
Other promotional
Other member events
Administrative
U K R A I N E
Thanks to our Sponsors and Partners!!!
U K R A I N E
Financial Institutions
Stock Exchanges
Auditors and Consultants
Corporates
Legal
Recruiters
Educational and Associations
Media and Information Agencies
Board Elections for 2011-2013 term
• Held in electronic format from March 24th till April 5th
• Number of eligible voters: 77
• Number of votes casted: 41
• % of eligible voters casting their votes: 53%
(>30% as required by the Bylaws)
• % of supporting votes out of casted: 63 - 93%
• New Board of directors have been elected!
U K R A I N E
Goals: 2011 – 2013
• Enhance a 2-way ongoing communication and useful information flow between
CFA Ukraine organization and its members, as well as interested professionals
with the industry One of the goals for 2011 - Launch quarterly newsletters to CFA Ukraine members
• Building stronger interest in CFA designation and qualifications within Ukrainian
employers (including private and public sector)
One of the main objectives is to ensure that CFA program becomes the top
educational employer-sponsored program (where appropriate)
• Establishing strong cooperation with investment\financial market regulators to
facilitate the implementation of CFA Institute Code of Ethics and GIPS within the
industryWorking on making CFA designation an officially recognized practitioners license
• Facilitation of CFA values recognition, CFA awareness and CFA program
integration into the academic environment – integration of CFA
values and body of knowledge into educational programs
“grow the Society by growing the value that it
brings to its Members, the Profession and the
Country”
U K R A I N E
Goals: 2011 – 2013 (continued)
• Improve engagement of senior level decision makers into promotion of the CFA
values and awareness within the country One of the goals for 2011- establishing Advisory Committee that should consist of
top leaders of investment industry in Ukraine to advise CFA Ukraine Board on Society
activities\major projects and become the senior-level community “spoke body” for the
Society
• Build systematic approach for job placement and career services for CFA
Ukraine members
• Supporting and developing of the initiatives that had already proven to be
successful and value added: (a) UIF; (b) GIRC; (c) Annual CFA Ukraine
Conference (spring); (d) Other projects and events initiated by our members and
volunteers to deliver on CFA Ukraine mission and objectives
• Building a foundation for hosting and organizing the CFA Institute EMEA
Regional meeting in Ukraine in 2013.
U K R A I N E
Thank You for being CFA Ukraine
Member, Volunteer and Supporter!
U K R A I N E