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PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

Dec 23, 2015

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Page 1: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

PROPOSAL FOR COOPERATIONDecember 2014

Page 2: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 2

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:

o High profile international and local speakers

o Event attendees: management representatives of banks, asset management companies, major corporations and CNB

o Various profiles of our events and various audiences: access to influential industry executives 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

Page 3: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 3

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

Page 4: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 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 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.

Page 5: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 5

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

Board of Directors

Marek Jindra, CFA, FCCA, ASA – President – Partner at EY

Jan Brázda, CFA - Vice President – Director at PwC

Jana Jandová, CFA – Treasurer - Senior Manager at Deloitte

Tom Fencl, CFA – Employer Outreach - Managing Partner at Tom Fencl Advisory

Martin Fischer, CFA – Programming Chair – Proprietary Trader

Matěj Turek, CFA – University Outreach – Portfolio Manager at Meridon Funds

Lubomír Vystavěl, CFA – Advocacy Chair – Advisor at EY

Executive Director

Petra Roberts, CFA

Advisory Committee of Past Presidents

Lukáš Brych, CFA, FCCA

Michal Mareš, CFA

George Formandl, CFA

Tanweer Ali, CFA

Page 6: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 6

MEMBER DEMOGRAPHICS

CFA Society Czech Republic has 140 members

Over 96% of our members hold the CFA charter

Top EmployersEY 11

CSOB Group 9

Erste Group 7

Generali PPF 6

ING Group 4

Deloitte 4

KPMG 4

Czech National Bank 4

Total members 140

4 employers with 2< CFA Charterholders

Members by CountryCzech Republic 107

Slovakia 23

United Kingdom 4

USA 1

Switzerland 1

France 1

Italy 1

Canada 1

Poland 1

Total members 140

Positions of our Members

Member Age DistributionMembers in Time

'94 '95 '96 '97 '98 '99 '00 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14

0

30

60

90

120

150

26-30 31-35 36-40 41-45 46-50 51<0%

10%

20%

30%

40%

Executives31%

Senior Manage-

ment25%

Middle Manage-

ment11%

Portfolio Management

9%

Consulting, Analysts, Associates,

etc.18%

Academia1%

Others5%

Page 7: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 7

CANDIDATE DEMOGRAPHICS

CFA Society Czech Republic has over 987 candidates

Candidates by CountryCzech Republic 631

Slovakia 350

USA 1

Austria 1

Hungary 1

Italy 1

Malaysia 1

United Kingdom 1

Total Candidates 987

Top Employers of CandidatesEY 56

Reiffeisen Group 37

KPMG 32

Erste Group AG 30

PricewaterhouseCoopers 25

Deloitte 24

Swiss Re 24

Československá obchodní banka 22

Total candidates 987

CFA Society Czech Republic has 987 CFA Candidates aiming for the CFA Charter

Candidates and their Studies

Accountant/Auditor3%

Chief-Level Execu-tive2%

Consultant10%

Corporate Financial Analyst11%

Financial Advisor3%Investment Banking

Analyst3%

Other10%

Portfolio Manager5%

Relationship Manager

4%

Research Analyst6%Risk Manager

5%

Students & Un-employed

38%

Candidates by Position

Level 1 Can-didates

61%

Level 2 Can-didates

29%

Level 3 Candidates9%

Page 8: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 8

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

Page 9: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 9

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:

Sponsors’ 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

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 regular media partners

• A press release with sponsors recognition is distributed to all major media by a PR agency (Donath Business & Media)

Page 10: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 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, 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 Willy Kiekens, IMF Executive Director

• Mr Anatole Kaletsky, Chairman at Institute for New Economic Thinking

• 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

Page 11: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 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 Herzmann, 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 see the appendix

• List of Attendees can be provided upon request

Page 12: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 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 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 – 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.)

Page 13: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

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OUR EVENTS

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

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

2013 CAC: 14 new CFA charterholders

Luděk Niedermayer - “On the Way to Recovery – Challenges for the Financial Sector” & Barbara Petitt – ‘Future of Finance’ ; venue: CERGE

Page 14: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 14

OUR EVENTS

CFA Institute Research Challenge (1/2)

Event characteristics

• The CFA Society is proud to host its fourth 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); Recognition in apress release distributed to all major local media

Page 15: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 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 2013, Ekonom

• For list of ads and media monitoring see the appendix

Page 16: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 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 2011-2013: Discussion Focused Seminars (for CFA charterholders); new events held jointly with other partner organisations: ACCA, CVCA, American Centre, AKAT (planned joined event)

Business Mixer

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

• Networking event (buffet dinner) opened with a presentation by a recognized speaker (2010 – Dr. Michael Ivanovitch; 2011 – Ludek Niedermayer; 2012 - Dato’ Dr Nik Norzrul Thani on Islamic Finance; 2013 - Meir Statman on Behavioural Finance)

• 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, CFA candidates, investment professionals; ACCA members (currently 800)

• In past years over 60 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 years 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

Page 17: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

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OTHER ACTIVITIES

New Initiatives & Milestones 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 with 5 CFA Charterholders on the Euro Crisis - covered by CT24

The 2012 Most Outstanding Society by Size Award

• The society was recognised for its outstanding performance across all key areas: delivery of member value, education, candidate support, management and corporate governance, volunteer engagement, and outreach campaigns

University Recognition Program

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

Career Day

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

CFA JobLine

• Job postings by society sponsors/partners, top employers, selected headhunter(s) seeking CFA charterholders and CFA Program candidates as specialists with high professional and ethical standards; first years available for free

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

CFA Institute European Investment Conference – hosted in Prague in Oct 2012

• 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; the highest satisfaction rate voted by the conference attendees

Page 18: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 18

Society Excellence Award 2013

• Awarded by CFA Institute to recognize the CFA Society CR for its outstanding work in Outreach Engagement in 2013

University Recognition Program

• The Charles University – IES has become the first university in the CR to be accepted and recognised in the University Recognition Program (Sep 2013); VSE (1st Faculty) in the application process

First events in Slovakia

• 3 events in 2014; Statistics – we have 23 Slovak members and 350 candidates

Future of Finance

• The society hosted a discussion panel with AKAT, CNB and PSE on investor protection in the Czech Republic (broadcasted by CT24)

GIPS country co-sponsorship with AKAT

• The CFA Society and AKAT officially introduced the GIPS standards in the CR in Sep 2014

CFA JobLine

• Up-to-date job postings from all top employers seeking CFA charterholders and CFA candidates

Research Challenge

• Cooperating with 11 universities of which 2 from Slovakia

New Society Newsletter

• Distributed to members, candidates, universities and media (nearly 2000 contacts)

Partnerships and joint events with ACCA, AKAT, CVCA, the US Embassy

OTHER ACTIVITIESNew Initiatives & Milestones 2013 - 2014

Page 19: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

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EVENT SEASON 2014/2015

26 events planned for the upcoming season

Taking stock: A Study of European Private Equity Exits – CVCA event September 3, 2014

Volunteer Thank You Dinner September 11, 2014

Risk Academy workshop: Market Risks - Stress testing September 17, 2014

GIPS as the Benchmark of Transparency in Asset Management – Joint Event with AKAT September 30, 2014

CFA Institute Research Challenge 2014/2015 – official launch October 1, 2014

CFA Institute European Investment Conference 2014 October 16-17, 2014

Career Day (VŠE Šance) October 16, 2014

CFA Charter Awarding Ceremony & Christmas Party 2014 November 27, 2014

CFA Candidate Mixer 2015 January 22, 2015

CFA Institute Research Challenge 2014/2015 – Final Round in the Czech Republic January 28, 2015

13th Annual CFA Society FORECASTING DINNER 2015 February 19, 2015

AKAT Conference 2015 – Next Steps in Asset Management April (TBA), 2015

AGM 2015 & Annual Dinner for Society Members May 21, 2015

CFA Post Exam Party 2015 June 6, 2015

See the up-to-date Event Calendar

Page 20: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

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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 – over 1000 investment professionals who represent an interesting target group for marketing purposes – high earners and investment decision makers

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

• Over 900 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

Page 21: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

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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

(CZK) Society Sponsor FD only CAC only other eventsLevel I 300 000 100 000 50 000 CZK 30 000 or upon

agreement depending on the event's size

Level II 150 000  1 round table: 35 000

 

Note: All prices are without VATFor promotion at individual sponsorship levels see the Sponsorship Fact Card

Sponsoring the Society

Sponsoring an event

Level I Society Sponsor “CZK 300 000”• The sponsor’s brand name marketed at

the society’s flag ship event Forecasting Dinner

• 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• Promotion and free access to all events

the Society organizes

Level II Society Sponsor “ CZK 150 000”• 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

Page 22: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

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OUR PROPOSAL FOR COOPERATION (3/3)

Funding strategyThe 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.

• At the 10th Anniversary 2012 Forecasting Dinner 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 sponsorship 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 financial 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

Page 23: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

FLORENTINUM; NA FLORENCI 2116/15 110 00 PRAHA 1CZECH REPUBLIC

Mobile: +420 603 489 663E-mail: [email protected]

Page 25: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

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APPENDIX

Annual Media Monitoring 2013 – 2014

GRP/OTS: Gross Rating Points, an approximate number of viewers/ readers/ listeners (source: Media Project, NetMonitor, ATO Share).

Page 26: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

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APPENDIX

Forecasting Dinner 2014 in 18 articles

Ekonom Bankovní unii nechceme, euro až později

ekonom.ihned.cz Bankovní unii nechceme, euro až později

investicniweb.czSobotkova vláda čtyři roky nevydrží, vyplývá z průzkumu mezi

finančníky. Ti čekají sektorové daně a nechtějí bankovní unii

parlamentnimagazin.cz Vládě důvěra patří, celé funkční období však nepřežije

CFOWorld.cz Globální finanční krize je u konce. Čeká nás planetární

tyden.cz Finančníci nevěří, že vláda vydrží do řádných voleb

ČTK Most experts say they support govt coalition - CFA Society survey

ČTK Summary of CTK Business News in English

ČTK Vládě důvěra patří, celé funkční období však nepřežije

aktualne.centrum.cz Centrální banky by měly rozdávat peníze přímo lidem

tn-nova.cz Vládě důvěra patří, celé funkční období však nepřežije, ukázal průzkum

denik.cz Vládě důvěra patří, celé funkční období však nepřežije, myslí si Češi

parlamentnílisty.cz Zbyněk Fiala: Podmíněná podpora

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Page 27: PROPOSAL FOR COOPERATION December 2014. HIGHLIGHTS FOR POTENTIAL PARTNERS Opening Summary Association with established, globally recognised organization,

CFA Society Czech Republic 27

APPENDIX

Advertisement campaign 2014/2015

Promoted Event Place of AdStandard Price (CZK incl.

VAT)

CFA Institute Research Challenge Ekonom – 1/3 page 110 076IHNED.cz (HN byznys) 127 050

CFA Forecasting Dinner

Hospodářské noviny – 1/8 page 80 6572x Ekonom – 1/3 page 220 151Ekonom – 1/1 page 264 990IHNED.cz (HN byznys) – 1 week 127 050IHNED.cz (HN byznys) – 1 week 181 682IHNED.cz – 1 week 111 925

CFA Charter Awarding Ceremony Ekonom – 1/3 page 110 076Total   1 333 656

frequency for how long

Final Word ad banner 2-3x per week running for 5 weeks before the event

Fleet Sheet ad banner 1-2x per week running for 4 weeks before the event

Advertisement Campaign signed with Economia for 2014/2015

Advertisement Campaign with Fleet Sheet for FD 2015