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CFA seminar CFA seminar Presentation Transcript

  • ProfessionalismEducation Ethics UKRAINE
  • 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 ChairCongratulations New Charterholders │ 2
  • Concorde Capital - ведущий инвестиционный банк в Украине Лучшие сделки IPO и M&A в Одна из сильнейших аналитических Лидирующий брокер в Украине Украине в 2007 году команд в СНГ Concorde Capital сегодня: Полный спектр профессиональных инвестиционно- Лидирующий и крупнейший инвестиционный банк в Украине банковских услуг Успешный опыт и совместные мандаты в M&A транзакциях, Более 100 специалистов, сочетающих знания и опыт работы IPO и размещениях еврооблигаций с Unicredit, JP Morgan, в ведущих зарубежных, украинских и российских компаниях, Goldman Sachs, Credit Suisse международных фондовых рынках Более 1,7 млрд. дол. США привлеченных средств для украинских компаний и банков за 2005-2010 гг., текущий • Сотрудничество с более чем 700 международными институциональными и частными инвесторами портфель проектов на сумму более 1 млрд. дол. США 3
  • Полный спектр инвестиционно-банковских услуг • 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: • Частные размещения: закрытое организация выпуска и размещения Слияния и размещение миноритарного пакета среди институциональных и частных акций поглощения инвесторов • IPO и SPO: первичное и вторичное• LPN и CLN: организация выпуска нот Привлечение Привлечение публичные размещения акций на участия в кредите и кредитных нот долгового акционерного международных биржах• Проектное финансирование финансирования капитала • Организация листинга на (в т.ч. через ЕБРР и МФК) международных биржах• Стратегическое партнерство: Оценка • Независимая оценка стоимости Привлечение привлечение иностранных стоимости бизнеса и активов партнера стратегических инвесторов для бизнеса • Финансовое моделирование создания партнерства• Финансовое партнѐрство (private Финансовые equity): привлечение иностранных консультации финансовых инвесторов • Анализ рынков • Консультации по управлению стоимостью бизнеса • Финансовая реструктуризация бизнеса 4
  • Seminar Structure Official part1. CFA Institute & CFA Program2. CFA Ukraine Society3. What is networking and why it is so important Non-official part1. Graduation – what’s next?2. Masters degree of working after BA?3. Job search for graduates Congratulations New Charterholders │ 5
  • 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 2010 key activities Next steps 1st CFA 2nd CFA 3rd CFA Ukrainian CFA Ukraine AGM & 4th Ukraine Ukraine Ukraine Investment GIRC Finals CFA Ukraine conference conference conference Forum conference(IG created) (approvals) (elections) 06.2009 10.2009 04.2010 11.2010 12.2010 04.2011 CFA Ukraine becomes CFA Institute member • 77 Society members* society • 30+ regularly active volunteers 02.2010 • over 400 volunteer contacts • 7 new CFA Charterholders in 2010 * 9 members - application pending UKRAINE
  • Appendix: CFA Ukraine committees Committee ObjectivesAdvocacy 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 skillsCFA Prep Courses Typically coordinates exam study groups and CFA Prep CoursesContinuing Education Develops educational programs to meet the needs of local membership and communityCFA Job placement Provides opportunities for members looking for jobs in the financial communityMembership Maintains the viability of society and CFA Institute through recruitment and retention of membersProgramming Is responsible for coordination of various society programs/may also coordinate charter awards eventPublic Awareness Promotes public awareness locally by serving as information resource and establishing relationships with key parties including local mediaStrategic Planning Develops and implements a plan that targets members needsTechnology Serves as a main contact for society’s technology – website, email, Society PortalUniversity Liaison Maintains communication between university faculty / students and the investment communitySponsorship Serves as a liaison with potential sponsors to support CFA Ukraine activitiesNominations Governs the nominations processes (elections, CFA Institute conference participation, member recognition, etc.) You are encouraged to join!!! UKRAINE
  • 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. UKRAINE
  • 2010 achievements - key events• Global Investment ResearchChallenge (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 Participating University Teams company analysis and presentation skills. Donetsk National Technical University  How It Works: CFA Societies and local universities Ivan Franko National University of Lviv assemble university teams of 3-5 students each. Teams are National University of Kyiv-Mohyla mentored by industry professionals in writing an equity Academy research report on a publicly traded company. The teams NTUU "KPI" IASA present their findings to a distinguished panel of experts. Taras Shevchenko National University of 3 Levels of the Competition: local (Ukraine), regional Kyiv (EMEA), global (World) Ternopil National Economic University  Ukrainian GIRC finals were held in December 2010 V. Getman Kyiv National Economic  7 teams were competing University  7 judges graded the presentations of the students  The audience was more than 250 people (students and professors) The winner: Taras Shevchenko National University team - went to EMEA regional finals in Madrid, Spain UKRAINE
  • 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) UKRAINE
  • 2010 achievements - other • 10 scholarships awarded to CFA candidates (annual process) • – 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”) UKRAINE
  • Management Financial Report: since inception – 31.12.2010* Income Distribution Income UAH 4% 0% 4% Founding members Founding members fees 23 551 fees Member dues 25 200 Member dues CFA Institute support 103 823 16% Event participation fees 70 100 CFA Institute Sponsorship support 430 035 11% support Other 915 66% Event participation fees Total Income 653 625 Sponsorship support Expenses CFA Conferences and UIF - 306 673 Expense Distribution Educational events - 19 818 3% 1% CFA Conferences Other promotional - 32 280 and UIF Other member events - 11 364 5% 9% Educational events Administrative - 3 840 Total Expenses - 373 976 Other promotional Other member 82% events Financial Result 279 648 Administrative *Unaudited. Audited CFA Ukraine financial statements will be publicly available after the end of the first full financial year, ending 30.06.2011 UKRAINE
  • Thanks to our Sponsors and Partners!!! Financial Institutions Legal Stock Exchanges Recruiters Auditors and Consultants Educational and Associations Media and Information Agencies Corporates UKRAINE
  • 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! UKRAINE
  • Goals: 2011 – 2013 “grow the Society by growing the value that it brings to its Members, the Profession and the Country”• Enhance a 2-way ongoing communication and useful information flow betweenCFA Ukraine organization and its members, as well as interested professionalswith the industry  One of the goals for 2011 - Launch quarterly newsletters to CFA Ukraine members• Building stronger interest in CFA designation and qualifications within Ukrainianemployers (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 investmentfinancial market regulators tofacilitate the implementation of CFA Institute Code of Ethics and GIPS within theindustry  Working 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 UKRAINE
  • 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 activitiesmajor 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. UKRAINE
  • Thank You for being CFA UkraineMember, Volunteer and Supporter! UKRAINE