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PROPOSAL FOR COOPERATION January 2013

PROPOSAL FOR COOPERATION Files... · 2015-08-05 · Event Plan 2012 – 2013 4. Sponsorship Opportunities 5. Appendix Media Monitoring Advertisement Campaigns 3 . CFA Society Czech

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PROPOSAL FOR COOPERATION

January 2013

CFA Society Czech Republic

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

2

CFA Society Czech Republic

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

3

CFA Society Czech Republic

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

4

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

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, President – Partner at Ernst & Young

• Jan Brázda, CFA, Vice President – Senior Manager at PricewaterhouseCoopers

• Jana Jandová, CFA, Treasurer – Senior Manager at Deloitte

• Olga Kuiper, Member –Senior Relationship Manager at Volksbank

• Martin Fischer, CFA, Member – Proprietary Trader

• 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 – 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

5

CFA Society Czech Republic

MEMBER DEMOGRAPHICS

The CFA Society Czech Republic has over 130 members

6

Over 90% of the members hold the CFA charter

Top employers of members

Ceska Sporitelna 8

Ernst & Young 7

ING 6

CSOB 5

Komercni Banka 5

Generali 5

Senior Management

33%

Consulting & Analysts

27%

Executives 21%

Portfolio Manager

14%

Middle Management

5%

Member Positions

0%

10%

74%

14%

2% 0%

2%

0%

20%

40%

60%

80%

<21: 21-31: 32-42: 43-53: 54-64: >64: N/A

Age Distribution

0

20

40

60

80

100

120

140

Continuous growth in membership

Members by country Belgium 1

CZECH REPUBLIC 101

France 1

Italy 1

Slovakia 23

Sweden 1

Switzerland 1

United Kingdom 2

USA 2

Total paying members 133

Charterholders 124

Candidates 9

Not Applicable;

4%

< 5Y; 8%

6Y - 10Y; 32%

11Y - 15Y; 37%

16Y - 20Y; 17%

20Y <; 2%

Years in the Industry

CFA Society Czech Republic

CANDIDATE DEMOGRAPHICS

CFA Society Czech Republic has nearly 800 candidates

7

0

50

100

150

200

1994 1996 1998 2000 2002 2004 2006 2008 2010 2012

Candidates enrolled for the upcoming CFA exam

Level I 63%

Level II 26%

Level III 11%

Candidates Split

Candidates by Country

Czech Republic 484

Slovak Republic 304

Others 7

Total Candidates 795

Top Employers of Candidates

Ernst & Young 20

Ceska Sporitelna 19

Slovenská Sporitelna 12

Czech National Bank 10

Generali 10

National Bank of Slovakia 9

PWC 18

Tatra Asset Management 9

Analysts & Associates

58%

Middle Management

17%

Senior Management

12%

Portfolio Management

5%

Executives 8%

Candidate Positions

CFA Society Czech Republic

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:

Sponsors’ 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

Sponsors’ 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)

8

CFA Society Czech Republic

OUR EVENTS

Forecasting dinner (1/4)

Highlights from the 10th Anniversary Forecasting Dinner 2012

• 2012 speakers:

Mr Miroslav Singer, Governor of the Czech National Bank

Mr Willy Kiekens, Executive Director of International Monetary Fund

• Celebration of the CFA Society Czech Republic’s 10th Anniversary

Mr Nitin Mehta, CFA, Managing Director for EMEA, CFA Institute

9

CFA Society Czech Republic

OUR EVENTS

Forecasting Dinner (3/4)

Quotes:

• Miroslav Singer, CNB Governor: “From an economist [and financial professional] point of view Forecasting

Dinner is one of the most interesting events held in Prague every year”.

• Willy Kiekens, IMF Executive Director: “The CFA Forecasting Dinner is probably the best attended get-

together event for financial sector professionals in Prague”.

• FD participants: “Brilliant and interesting speakers”; “Very valuable evening”; “Classy and well organised.”

• Society sponsor, ING Investment Management, Miloš Filip, Member of the Board: "CFA Forecasting Dinner

is the best financial professionals mixer event in Prague and we are proud to sponsor it."

Speakers from past events

• In previous events, the opening speech was held by Mr Zdenek Tůma, former CNB Governor

• Mr. Jan Švejnar, Professor at University of Michigan and Chairman of CSOB Supervisory Board

• Mr. Johan Van Gompel, Head of Economic Research of KBC Asset Management, Brussels

• Mr Karel Dyba, Ambassador of the CR to OECD

• Mr. Ludovít Ódor, Member of the Board, National Bank of Slovakia

• Mr. Mark Cliffe, Global Head of Economics and Strategy at ING Financial Markets

• Mr. Donald H. Straszheim, former Chief Economist of Merrill Lynch

• Mr. Piet Lammens, Chief Economist of KBC Group

10

CFA Society Czech Republic

OUR EVENTS

Forecasting Dinner (4/4)

Media Coverage

• Prior to the event – four week advertisement campaign in Ekonom, iHNed.cz, HN, Fleet Sheet, Final Word

− Forecasting Surrvey conducted by DBM and Factum Invenio, receives a great media coverage (see the appendix)

• During the event – (1) CT24 and CRo Radiozurnal, media partners: interviews with keynote speakers ; (2) PR partner, DBM, secures two

media tables of editors in chief of all major economic media who attend the event;

• After the event – in cooperation with DBM a press release circulated to all key economic

and financial media (for media monitoring see the appendix)

Advertisements

• For advertisement campaigns for Forecasting Dinner, Charter Awarding Ceremony

and Research Challenge 2012 see the appendix

• List of Attendees can be provided upon request

11

CFA Society Czech Republic

OUR EVENTS

Charter Awarding Ceremony (1/2)

Event characteristics

• Official awarding of CFA charters to CFA candidates from CR and Slovakia who finished the CFA Program in the current year

• Typical timing: end of November / beginning of December

• Target audience: new CFA charterholders, CFA Program candidates and Society’s members – mainly young investment

professionals

• The program of the event:

The Society President’s opening remarks

Presentation by a senior speaker on a hot topic or other interesting issue which draws audience (for past speakers see the following slide)

Ceremonial awarding of the CFA charters

Informal networking part of the event – usually a Christmas Party - follows (buffet dinner)

What is in it for our sponsors

• Nine year tradition – CAC held annually since 2004. Typically up to 50 investment professionals attend the event

• Access to a young generation of investment professionals, but also growing attendance of senior professionals (40% of attendees)

• Recognition of the event’s sponsors:

Congratulation advertisement for new CFA charterholders published in Ekonom

Electronic invitation distributed to all Society members and candidates (nearly 600 investment professionals)

The sponsor’s recognition by the Society President at his opening remark at the event

• The sponsor’s promotion at the event: sponsor banner displayed on the stage; sponsor table and promo materials at the foyer,

gift bags for attendees, Christmas gifts etc.

• Cooperation with a renown PR agency and press release distributed to all key media (CTK, Hospodarske noviny, Ekonom etc.)

12

CFA Society Czech Republic

OUR EVENTS

Charter Awarding Ceremony (2/2) Highlights from previous events

• 2008 CAC: 9 new CFA charterholders

Jiri Musil, Member of the Management Board at Credit Suisse AM: ‘Asset Management – Investment strategy for financial crisis’; CERGE

• 2009 CAC: 12 new CFA Charterholders

Alicia Gonzales, Investment Management Manager of Thomson Reuters: ‘Geopolitics and its impact on investment decisions’; CERGE

• 2010 CAC: 6 new CFA Charterholders

Rick Sturge, Group Development Director at LSBF: ‘From financial reporting to business modelling and forecasting; Emerging challenges’

• 2011 CAC: 14 new CFA charterholders

Martin Hanzlík - “Czech Republic for Finance” project and its main mission; venue: CERGE

• 2012 CAC: 24 new CFA charterholders

Michael Thompson - “Risk Management: Studying People to Understand Risk”; venue: CERGE

13

CFA Society Czech Republic

OUR EVENTS

CFA Institute Research Challenge (1/2)

Event characteristics

• The CFA Society is proud to host its third annual local level of the CFA Institute Research Challenge in the Czech Republic

• The CFA Institute Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with peers from the world’s top finance programs

• In order to promote best practices in equity research and company analysis, students will get a chance to research, analyze, and report on a listed company as real world practicing analysts

• The Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition

• Typical timing: October - end of January (local round in the Czech Republic), in March/April (EMEA Regional round)

• Target audience: (1) undergraduate and graduate students from participating economic universities and (2) senior financial professionals (mentors/graders/panelists) from the CR

What is in it for our sponsors

• Promote your brand to university faculty, senior investment leaders, and the next generation of investment professionals from top Czech universities

• Affiliation with the CFA Institute Research Challenge supports its mission of teaching best practices and ethics in investment research

• Give back to the investment profession in a high-impact manner

• Recognition of the event’s sponsors:

• Display of banners throughout the competition: (1) opening presentation for students about the competition; (2) kick off meeting for participating teams; (3) subject company presentation; (4) the final - team presentation in front of a panel of experts

• Appreciation by the Society President during the presentation of winners at the CFA Forecasting Dinner in CNB

• Recognition of sponsors on all promo materials (print /electronic presentation, CFA Society Czech Republic’s website,

• Two week media campaign (Ekonom, iHNed.cz)

• The sponsors will also have an opportunity to further promote their brands during the CFA Forecasting Dinner (e.g. display of a banner, sponsor table, promo materials, etc.)

• Recognition in the press release that is distributed to all major local media outlets after the winning team is selected

14

CFA Society Czech Republic

OUR EVENTS

CFA Institute Research Challenge (2/2)

Photos and ads from Research Challenge

• Photos: recognition at the Forecasting Dinner 2011 & 2012

• Advertisement: The winning team 2012, Ekonom

• For list of ads and media monitoring see the appendix

15

CFA Society Czech Republic

OUR EVENTS

Other events

Educational and networking events

• Typically organized on basis of availability of funding

• Target audience: various (CFA charterholders and candidates, industry professionals, university students)

• Any contemporary finance-related topic can be presented

• New educational and networking events launched in 2011-2012: Discussion Focused Seminars (for CFA charterholders); new events held jointly with new partners: ACCA & CFA Business Mixer; CFA Candidate Mixer – BPP Business School

Mixer

• Typical timing: September/October – for the past two years held together with ACCA

• Networking event (buffet dinner) opened with a presentation by a recognized speaker (2010 – Dr. Michael Ivanovitch; 2011 – Ludek Niedermayer)

• The main purpose is to promote the CFA program among investment professionals; recently opportunity for society members to network with senior fellows of ACCA

• Target audience: Society members (in 2011 the event was for members only), CFA candidates, investment professionals; ACCA members (currently 800)

• In past years over 50 attendees

• Attractive cost to efficiency ratio – low budget, a direct contact with the attendees

Post-Exam Party

• First Saturday in June, after CFA exams sitting

• Informal networking event

• Target audience: CFA Program candidates

• In the last three events more than 50 candidates and a number of members attended

• Low budget and a very good opportunity to get in touch with Czech young finance professionals and advertise the sponsor

16

CFA Society Czech Republic

OTHER ACTIVITIES

New initiatives 2012

10th Anniversary the society celebrated at the 10th Forecasting Dinner

50th Anniversary of the CFA Program – joint event with the PSE

• Opening speech by Petr Koblic, CEO of PSE, and Marek Jindra, Society President

• Round table discussion with 5 CFA Charterholders on the Euro Crisis

• Covered by CT24

University Recognition Program

• Three universities (VSE, UK, AAU) have committed themselves to include the CFA Program curriculum into their study programs

Career Day

• CFA Program and the Society to be presented at the VSE Career Day in autumn 2012

CFA JobLine

• Job postings seeking CFA charterholders and CFA Program candidates as specialists with high professional and ethical standards

• First year available for free to society sponsors/partners, top employers, selected headhunter(s)

• Launched officially in December 2012

Volunteer of the Year Award

• To award and recognise our most active volunteers among our candidates and members

Awareness Campaign 2012 - 2014

• New PR and marketing campaign to increase the CFA brand awareness among key stakeholders: industry professionals, top employers, banks and major financial institutions, key economic media, regulator

• CT24 interviews and round table discussions - using CFA charterholders as the opinion leaders

CFA Institute European Investment Conference

• One of the largest events in the Czech financial industry in the past few years; wide media coverage (CT24, Ekonom, iHNed.cz); the second highest number of attendees so far; the highest satisfaction rate voted by the conference attendees

17

CFA Society Czech Republic

EVENT SEASON 2012-2013

17 events organised or hosted in 2012-2013

18

Event Date Event Date

CFA Brand Awareness Campaign – Official

Launch at Press Conference September 26, 2012 CFA JobLine – Official Launch December 5, 2012 (8:30 am)

Thomson Reuters offices, Václavské nám. 19, Praha 1 Thomson Reuters offices, Václavské nám. 19, Praha 1

CFA Institute Research Challenge – 3rd

Local Round Launched October 10, 2012 Energy Management January 22, 2013

VŠE, nám. W. Churchilla 4, Praha 3 BPP Professional Education, Římská 20, Praha 2

M&A Study 2012: Share Purchase

Agreements –Event with CVCA October 10, 2012

Alternativní finanční fondy – nástroje pro

růst ekonomiky ČR January 24, 2013

CMS Cameron McKenna, Palladium, Na Poříčí 1079/3a, Praha 1 Poslanecká sněmovna Parlamentu České republiky, Sněmovní 1, Praha 1

Career Day (Šance) October 17, 2012 CFA Institute Research Challenge – Final

Round in the CZ & Final Party January 31, 2013

VŠE, nám. W. Churchilla 4, Praha 3 VŠE, nám. W. Churchilla 4, Praha 3 & Sklep Restaurant

CFA Institute EUROPEAN INVESTMENT

CONFERENCE 2012 October 18 – 19, 2012

11th Annual CFA FORECASTING DINNER

2013 February 28, 2013

Hotel Marriott, V Celnici 8, Praha 1 Czech National Bank, Senovážné nám. 30, Praha 1

ACCA & CFA Business Mixer – Islamic

Finance November 1, 2012

AKAT Conference 2013 – Next Steps in

Asset Management April 18, 2013 (TBC)

Hotel Majestic, Štěpánská 33, Praha 1 Stroupežnického 21, Praha 5 (TBC)

Private Equity Business Breakfast – CVCA

event November 13, 2012 (9 am)

AGM 2013 & Annual Dinner for Society

Members May 16, 2013 (TBC)

Simply Café, Danube House, Karolinská 1, Prague 8 Ernst & Young offices, Karlovo nám. 10, Praha 2; Potrefená husa Restaurant

CFA Candidate Mixer November 13, 2012 (6 pm) Post CFA Exam Party 2013 June 1, 2013

BPP offices, Římská 20, Praha 2 Restaurace Zvonařka, Šafaříkova 1, Praha 2

CFA Charter Awarding Ceremony 2012 &

Christmas Party November 29, 2012

CERGE, Politických věznů 7, Praha 1 & Kolkovna Celnice Restaurant

CFA Society Czech Republic

OUR PROPOSAL FOR COOPERATION (1/3)

Sponsorship opportunities

I. Sponsoring the CFA Society Czech Republic

• Society sponsorship means that the sponsor would support all events organized and the ethical mission and standards represented by the CFA Society Czech Republic

• Benefits:

Image/reputation – association with a globally-recognized organization which supports self-regulation on capital markets and enjoys a reputation of being a highly-ethical entity – a vital need for every financial institution in the current market situation

Access to Society members & candidates – nearly 600 investment professionals who represent an interesting target group for marketing purposes – high earners and investment decision makers

• More than 130 members – mostly senior professionals (see demographics for the seniority of their positions, their top 15 employers and other summary data)

• Nearly 800 registered candidates – a rapidly expanding group of primarily junior analysts and associates in their first years of work experience

• Honorary sponsor recognition – the sponsor presented as the “Society Sponsor” and promoted in all Society’s marketing, PR promotion (all newspaper ads, event invitations, newsletters to members etc.), promotion of his logo on the Society’s home page

II. Sponsoring individual events

• Sponsoring a specific event organized by the CFA Society Czech Republic

• Benefits:

Association with the CFA Society Czech Republic, benefiting from the prestige of an established event (FD), image of the venue (CNB) and international speakers

Access to the invitees through brand name promotion on distributed materials

Direct contact with attendees through optional sponsor’s table, promo materials, gifts etc. presented at the event

Recognition of the event’s sponsors at the opening speech and in all promo materials for the event (invitation, newspaper ads, sponsor table at the event etc.) depending on the event and sponsorship level

19

CFA Society Czech Republic

OUR PROPOSAL FOR COOPERATION (2/3)

Sponsorship opportunities

Sponsorship levels

I. Society level – sponsoring the CFA Society Czech Republic

• general sponsorship to support all events and initiatives of the Society

II. Event level – sponsoring individual events organized by the Society

• for smaller events we are ready to offer full exclusivity

20

(CZK) Society Sponsor FD only CAC only other events

Level I 500 000 300 000 50 000 CZK 30 000 or upon

agreement depending

on the event's size Level II 250 000 120 000

1 round table: 35 000

Note: All prices are without VAT

For promotion at individual sponsorship levels see the Sponsorship Fact Card

Sponsoring the

Society

Sponsoring an

event

Level I Society Sponsor “CZK 500 000”

• Co-branding the flag ship event

Forecasting Dinner with the sponsor’s

name

• Top position of the sponsor’s logo:

on the banner behind the

speaker table at all events

in all promotion campaigns of

the Society and individual events

on the Society home page

• Two VIP round tables at FD

• Free access to all events the Society

organizes

Level II Society Sponsor “ CZK 250 000”

• Recognition of the sponsor:

In an opening speech at all

events

Invitations, marketing materials

and ads

Home page

VIP tickets to events

• The extend of recognition depends on

the individual event

CFA Society Czech Republic

OUR PROPOSAL FOR COOPERATION (3/3)

21

The CFA Society’s funding and event programming

• The CFA Society uses (1) sponsorship resources, (2) CFA Institute subsidies and (3) own resources (membership and event fees)

to finance its events and activities

• Our top priority event: Forecasting Dinner

• The work performed by the Board is voluntary and not charged for, limited admin costs – no rent, no tel. bills etc.

• We have an established cooperation with CNB, Economia, Donath Business & Media (former Donath-Burson Marsteller), catering

vendors (Vysehrad 2000), venue providers (CNB, CERGE) etc.

• Following the 2012 Forecasting Dinner success we expanded our cooperation with Ceska Televize (CT24) and Cesky Rozhlas

Radiozurnal

Our approach towards potential sponsors

• We do not intend to sell massively – we are aiming at cooperation with a time span of several years

• We prefer long-term relationships with partners who identify with our ethics mission

• We favor multiple event sponsors, but are ready to provide exclusivity for smaller events (CAC) or for certain sponsorship levels

(Level I)

• We prefer individual discussions so that all parties get the most out of the cooperation

• Sponsor’s goal - if we know what the sponsor’s goal is we are in a better position to deliver it

• CFA Society Czech Republic’s goal – the primary goal of any event / activity organized by the Society is to enhance the ethical,

educational and professional standards in the Czech investment community

Our key imperative: further enhance the image and quality of events held!

KARLOVO NÁMĚSTÍ 10

120 00 PRAHA 2

CZECH REPUBLIC

Mobile: +420 603 489 663

E-mail: [email protected]

www.czechcfa.cz

CFA Society Czech Republic

APPENDIX

Forecasting Dinner 2012 in 35 articles! (1/2)

23

CFA Society Czech Republic

APPENDIX

Media Monitoring (2/2)

24

date media article GRP* hyperlink

29.5.2012 ČT 1 Evropské burzy 585 780 29.5.2012 ČT 24 Burzy slaví 50 let CFA Institutu 180 570 31.5.2012 ekonom.ihned.cz Společnost 96 333 http://ekonom.ihned.cz/c1-55980720-společnost

31.5.2012 Ekonom Společnost 91 000

30.5.2012 investujeme.cz

Burzy po celém světě slavily již 50. výročí vzniku Programu CFA, jež nastavil globální etické standardy v investiční profesi 28 690

http://www.investujeme.cz/burzy-po-celem-svete-slavily-jiz-50-vyroci-vzniku-programu-cfa-jez-nastavil-globalni-eticke-standardy-v-investicni-profesi/

total 5 articles 982 3 * Gross rating point (GRP) measuring the percentage of the target audience reached by an advertisement, times the frequency they see it in a given campaign (frequency

× % reached)

CFA Institute Research Challenge 2012 http://ekonom.ihned.cz/c1-54653840-spolecnost

http://fph.vse.cz/prihlaste-se-do-souteze-global-investment-research-challenge-2011/

http://fph.vse.cz/finalni-kolo-investorske-souteze-cfa-institute-research-challenge-probehne-31-1-2013-na-rb213/

http://fph.vse.cz/ve-finalnim-kole-investorske-souteze-cfa-institute-research-challenge-zvitezil-tym-vse-v-praze/

50th Anniversary of the CFA Program – joint event with the PSE

CFA Society Czech Republic

APPENDIX

Advertisement campaigns 2012/2013

25

Size Number of

ads

Total price with

VAT Date of issue

HN 1/8 of a page 1 79 990 Friday before the event

Ekonom 1/3 of a page

2 218 332 3rd and 2nd week before

Ekonom Full page 1 262 800 At the week of the event

IHNED.cz

(HN byznys) skyscraper 1 week 36 000 Three weeks before the event

IHNED.cz skyscraper 1 week 36 000 Two weeks before the event

IHNED.cz

(HN byznys) square 1 week 90 000 At the week of the event

Total 885 122

Size Number of

ads

Total price with

VAT Date of issue

Ekonom 1/3 of a page 1 109 166 During the week of the event

Total 109 166

Size Number of

ads

Total price with

VAT Date of issue

IHNED.cz &

(HN byznys) skyscraper 1 week 72 000 After the final round

Ekonom 1/3 of a page 1 109 166 After the final round -

congratulation

Total 181 166

CFA Forecasting Dinner 2013

CFA Charter Awarding Ceremony 2012

CFA Insitute Research Challenge 2012-2013