1. Professionalism
Education Ethics
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2. Ross Shmanenko
Taras Shevchenko National University
Master of arts (MA), Finance
Taras Shevchenko National University
Bachelor of arts (BA), Financial Law
Concorde Capital – one of the leading
investment banks in Ukraine; emerging
markets investments; sales & trading
CFA Ukraine – Ukrainian community of
investment professionals. Non-profit
organization.
Founding member
Vice-President
Membership Committee Chair
Congratulations New Charterholders │ 2

3. 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
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4. 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
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5. Seminar Structure
Official part
1. CFA Institute & CFA Program
2. CFA Ukraine Society
3. What is networking and why it is so important
Non-official part
1. Graduation – what’s next?
2. Masters degree of working after BA?
3. Job search for graduates
Congratulations New Charterholders │ 5

6. Congratulations New Charterholders │ 6

7. Congratulations New Charterholders │ 7

8. Congratulations New Charterholders │ 8

9. Congratulations New Charterholders │ 9

10. Congratulations New Charterholders │ 10

11. Congratulations New Charterholders │ 11

12. Congratulations New Charterholders │ 12

13. Congratulations New Charterholders │ 13

14. 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
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15. Appendix: CFA Ukraine committees
Committee Objectives
Advocacy Coordinates local advocacy efforts. Promotes improvements in standards and practices via work
with other interested bodies.
Career Development Develops programs and services to enhance members’ professional skills
CFA Prep Courses Typically coordinates exam study groups and CFA Prep Courses
Continuing Education Develops educational programs to meet the needs of local membership and community
CFA Job placement Provides opportunities for members looking for jobs in the financial community
Membership Maintains the viability of society and CFA Institute through recruitment and retention of members
Programming Is responsible for coordination of various society programs/may also coordinate charter awards
event
Public Awareness Promotes public awareness locally by serving as information resource and establishing
relationships with key parties including local media
Strategic Planning Develops and implements a plan that targets members needs
Technology Serves as a main contact for society’s technology – website, email, Society Portal
University Liaison Maintains communication between university faculty / students and the investment community
Sponsorship Serves as a liaison with potential sponsors to support CFA Ukraine activities
Nominations Governs the nominations processes (elections, CFA Institute conference participation, member
recognition, etc.)
You are encouraged to join!!! UKRAINE

16. 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.
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17. 2010 achievements - key events
• Global Investment Research
Challenge (annual event)
 What It Is: The CFA GIRC promotes best practices in
equity research among the next generation of analysts
through hands-on mentoring and intensive training in 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 L'viv
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
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18. 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)
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19. 2010 achievements - other
• 10 scholarships awarded to CFA candidates (annual process)
• www.cfaukraine.org – new website launched
• Job seekers assistance process for CFA members and
volunteer community
• Collaboration with SSMSC and UAIB on promoting CFA
values and GIPS started
• Collaboration with private providers of CFA Exam
preparation services
• Participation in CFA Institute initiatives (e.g. “One big thing”)
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20. 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
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21. Thanks to our Sponsors and Partners!!!
Financial Institutions Legal
Stock Exchanges Recruiters
Auditors and Consultants Educational and Associations
Media and Information Agencies
Corporates
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22. 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!
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23. 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 between
CFA Ukraine organization and its members, as well as interested professionals
with the industry
 One of the goals for 2011 - Launch quarterly newsletters to CFA Ukraine members
• Building stronger interest in CFA designation and qualifications within Ukrainian
employers (including private and public sector)
 One of the main objectives is to ensure that CFA program becomes the top
educational employer-sponsored program (where appropriate)
• Establishing strong cooperation with investmentfinancial market regulators to
facilitate the implementation of CFA Institute Code of Ethics and GIPS within the
industry
 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
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24. 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.
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25. Thank You for being CFA Ukraine
Member, Volunteer and Supporter!
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