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
Slide 3
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
Slide 4
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.
Slide 5
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 Societys Board of Directors
Marek Jindra, CFA, FCCA, ASA, President Partner at Ernst &
Young Jan Brzda, CFA, Vice President Senior Manager at
PricewaterhouseCoopers Jana Jandov, 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 Matj Turek, CFA,
Member Manager at Ernst & Young Lubomr Vystavl, CFA, Member
Manager at Ernst & Young Advisory Committee of Past Presidents
Luk 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 5
Slide 6
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 Sporitelna8 Ernst & Young7 ING6
CSOB5 Komercni Banka5 Generali5 Members by country Belgium1 C ZECH
R EPUBLIC 101 France1 Italy1 Slovakia23 Sweden1 Switzerland1 United
Kingdom2 USA2 Total paying members133 Charterholders124
Candidates9
Slide 7
CANDIDATE DEMOGRAPHICS CFA Society Czech Republic has nearly
800 candidates 7 Candidates by Country Czech Republic484 Slovak
Republic304 Others7 Total Candidates795 Top Employers of Candidates
Ernst & Young20 Ceska Sporitelna19 Slovensk Sporitelna12 Czech
National Bank10 Generali10 National Bank of Slovakia9 PWC18 Tatra
Asset Management9
Slide 8
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
Republics 10th Anniversary 11th Annual CFA Society Forecasting
Dinner 2013 Tomas Sedlacek, CSOB Macroeconomist; Jesper Berg,
Nykredit Realkredit 8
Slide 9
OUR EVENTS Forecasting dinner (2/4) Event characteristics The
societys 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 Societys 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 events 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 sponsors 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 events media partners
A press release with sponsors recognition is distributed to all
major media by a PR agency (Donath Business & Media) 9
Slide 10
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, Milo 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 Tma,
former CNB Governor Mr. Jan vejnar, 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. Ludovt dor, 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
Slide 11
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
Slide 12
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
Societys members mainly young investment professionals The program
of the event: The Society Presidents 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 events sponsors: Congratulation advertisement
for new CFA charterholders published in Ekonom Electronic
invitation distributed to all Society members and candidates
(nearly 600 investment professionals) The sponsors recognition by
the Society President at his opening remark at the event The
sponsors 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
Slide 13
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 Hanzlk -
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
Slide 14
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 worlds 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
events 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 Republics 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
Slide 15
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
Slide 16
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
Slide 17
OTHER ACTIVITIES New initiatives 2012 10 th Anniversary the
society celebrated at the 10 th Forecasting Dinner 50 th
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
Slide 18
EVENT SEASON 2012-2013 17 events organised or hosted in
2012-2013 18 EventDateEventDate CFA Brand Awareness Campaign
Official Launch at Press Conference September 26, 2012CFA JobLine
Official LaunchDecember 5, 2012 (8:30 am) Thomson Reuters offices,
Vclavsk nm. 19, Praha 1 CFA Institute Research Challenge 3rd Local
Round Launched October 10, 2012Energy ManagementJanuary 22, 2013
VE, nm. W. Churchilla 4, Praha 3BPP Professional Education, msk 20,
Praha 2 M&A Study 2012: Share Purchase Agreements Event with
CVCA October 10, 2012 Alternativn finann fondy nstroje pro rst
ekonomiky R January 24, 2013 CMS Cameron McKenna, Palladium, Na Po
1079/3a, Praha 1Poslaneck snmovna Parlamentu esk republiky, Snmovn
1, Praha 1 Career Day (ance)October 17, 2012 CFA Institute Research
Challenge Final Round in the CZ & Final Party January 31, 2013
VE, nm. W. Churchilla 4, Praha 3VE, nm. 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 1Czech
National Bank, Senovn nm. 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, tpnsk 33,
Praha 1Stroupenickho 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 Caf, Danube
House, Karolinsk 1, Prague 8Ernst & Young offices, Karlovo nm.
10, Praha 2; Potrefen husa Restaurant CFA Candidate MixerNovember
13, 2012 (6 pm)Post CFA Exam Party 2013June 1, 2013 BPP offices,
msk 20, Praha 2Restaurace Zvonaka, afakova 1, Praha 2 CFA Charter
Awarding Ceremony 2012 & Christmas Party November 29, 2012
CERGE, Politickch vzn 7, Praha 1 & Kolkovna Celnice
Restaurant
Slide 19
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 Societys
marketing, PR promotion (all newspaper ads, event invitations,
newsletters to members etc.), promotion of his logo on the Societys
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 sponsors table, promo materials, gifts
etc. presented at the event Recognition of the events 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
Slide 20
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 SponsorFD onlyCAC onlyother
events Level I500 000300 00050 000 CZK 30 000 or upon agreement
depending on the event's size Level II250 000120 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
sponsors name Top position of the sponsors 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
Slide 21
OUR PROPOSAL FOR COOPERATION (3/3) Funding strategy 21 The CFA
Societys 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 Sponsors goal - if we know what the sponsors
goal is we are in a better position to deliver it CFA Society Czech
Republics 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: promote ethical standards in the Czech financial
markets and further enhance the image and quality of events held by
the society
APPENDIX Forecasting Dinner 2012 in 35 articles (1/2) 23
Slide 24
APPENDIX Media Monitoring (2/2) 24 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
Slide 25
APPENDIX Advertisement campaigns 2012/2013 25 SizeNumber of
adsTotal price with VATDate of issue HN1/8 of a page 1 79 990Friday
before the event Ekonom 1/3 of a page 2 218 3323 rd and 2 nd week
before Ekonom Full page 1 262 800At the week of the event IHNED.cz
(HN byznys)skyscraper1 week 36 000Three weeks before the event
IHNED.czskyscraper1 week 36 000Two weeks before the event IHNED.cz
(HN byznys) square1 week 90 000At the week of the event Total 885
122 SizeNumber of adsTotal price with VATDate of issue Ekonom1/3 of
a page1 109 166During the week of the event Total 109 166
SizeNumber of adsTotal price with VATDate of issue IHNED.cz &
(HN byznys)skyscraper1 week 72 000After 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
