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2007 | 2008
Who’s who
ArmaÒu Octavian is Management Board member andFinance Director of Südzucker Moldova S.A, which is asubsidiary of the German company Südzucker AG - thelargest sugar producer in Europe. Südzucker Moldova S.A.is located in the Republic Moldova where it has threesugar factories. Octavian started his career in businessconsulting industry.
Phone: +3732 69 102 831Email: [email protected]
Arsene Carmen is a Senior Analyst in the Researchdepartment of CA IB Securities Romania, covering stocksin the utilities, real estate and retail sectors. Previously, sheworked in investment banking.
Phone: +40 745 040 077; +40 21 206 46 97E-mail: [email protected]
Bilaus Bogdan is Investment Manager at RaiffeisenAsset Managemet SA. He has a graduate degree in financialinstitutions management from Georgetown University andUniversity of Wisconsin. He started his collaboration withRaiffeisen Bank in May 2003, as a Financial Analyst withinAssets and Liabilities Management Department. Hisexperience of 6 years in finance and banking includes aConsultant position with Shore Bank Chicago and a SeniorAuditor position with Ernst & Young Romania.
Phone: +40 21 306 17 13; +40 729 044 386; Fax: +40 21 312 05 33; E-mail: [email protected]
Who’s who
2007 | 2008
CFA® - the Ultimate Distinction inInvestment Management Profession
A globally recognized designation of professional excellenceconferred by CFA Institute
First awarded in 1963 in the USA to 268 investment analysts
More than 120,000 investment professionals from more than160 nations enrolled for the 2007 examinations
Global network of more than 76,000 charterholders
Braun-Erdei Horia is currently Head of Division in theNational Bank of Romania's Macroeconomic Modeling andForecasting Department, coordinating the team responsiblefor developing and maintaining the Bank's policy analysisand medium-term forecasting model. He has been workingwithin the National Bank since 2002, the same year he hasreceived his MA degree in Economics from the CentralEuropean University in Budapest.
Phone: +40 723 966 963E-mail: [email protected]; [email protected]
Bunea Emilia is Chief Finance Officer and Vice-CEO ofthe Interamerican group of companies in Romania, thatinclude Interamerican Romania Insurance and the EuroclinicHospital, all subsidiaries of Eureko BV, the largest insurancecompany in the Dutch market. Emilia has previously workedin private equity and investment banking.
Phone: +40 723 165 511E-mail: [email protected]
Buzuloiu Carmina has extensive experience ininvestment banking (four years) and equity analysis (fouryears). She was involved in the execution of high profile M&Atransactions (Petrom privatisation, utilities privatisation) andflagship capital market transactions (A&D Pharma LondonGDR listing, Flamingo IPO, and numerous purchasing publicoffers). Recently she has taken over group responsibilities incorporate finance and investor relations at A&D Pharma,Romania’s leading pharmaceutical wholesaler and retailer.
Phone: +40 728 188 110E-mail: [email protected]
Who’s who
2007 | 2008
Benefits of the CFA Program
Competitive AdvantageDemonstrates your firm’s commitment to knowledge and highethical standards
Meets investors’ selection criteria for the firms and individualswho manage their financial assets
Global ReputationThe global investment community at large recognizes the CFAdesignation as a symbol of professional excellence.
Cabat Dragos is Risk Management Director with OTPBank Romania, a subsidiary of the largest banking group inHungary. Previously, Dragos worked with Unicredit Romania,and held positions in investment banking and private equity.He is a longstanding Board member and past President ofCFA Romania, and member of the Professional DevelopmentCommittee of the CFA Institute.
Phone: +40 722 631 319E-mail: [email protected]
Calugaritoiu Andreea is Associate with CA IBRomania, subsidiary of CA IB Corporate Finance Beratungs,member of Unicredit Group - Experience in investmentbanking and corporate banking.
Phone: +40 723 218 829E-mail: [email protected];[email protected]
Cæpitanu Victor is a partner at Capital Partners, andinvestment banking firm. He has previously worked asrelationship manager for Banc Post, one of the largestbanks in Romania, and for Alpha Bank Romania.
Phone: +40 726 141 540E-mail: [email protected]
Who’s who
2007 | 2008
ABN Amro
Allianz AG
Bank of America Corporation
Barclays Group
BMO Financial Group
CIBC
Citigroup
Credit Suisse Group
Deutsche Bank Group
Fidelity Investments
The Goldman Sachs Group
HSBC
ING Group NV
JP Morgan Chase &Co
Lehman Brothers
Marsh & McLennanCompanies inc
Mellon Financial Corporation
Merrill Lynch & Co, Inc
Morgan Stanley
PriceWaterhouseCoopersInternational Ltd
Royal Bank of Canada
Scotiabank Group
TD Bank Financial Group
UBS
Wachovia Corporation
Employers with Largest Numbers of CFACharterholders
Codirlasu Adrian in FX options dealer with ING Bank.Previously he worked as a senior economist with theNational Bank of Romania.
E-mail: [email protected]
Cretu Ana Maria is Senior Sales Manager within MiddleMarket Companies Department of Unicredit Romania, whichis owned by Unicredit Group – one of the largest Europeanbanking group. Ana Maria has previously worked incommercial banking field.
Phone: +40 21 200 16 67; +40 21 200 16 62E-mail: [email protected]
Darie Mihai is Director of Credit Restructuring &Recovery Directorate with Raiffeisen Bank Romania. Mihaihas 7+ years of work experience, out of which 2 years withRaiffeisen Bank and 4 years in Corporate Financeconsulting with BDO Conti Audit - member firm of BDOGlobal. He is a Chartered Financial Analyst (CFA) since2004 and ACCA Member since 2006; Mihai also holds anEMBA diploma from Asebuss since 2004.
Phone: +40 727 727 834E-mail: [email protected]
Who’s who
2007 | 2008
CFA Institute® Mission
To lead the investment profession globally by setting thehighest standards of ethics, education, and professionalexcellence.
DragoÒ Cristian is currently Sales & Marketing Leaderwith GE Money Romania (the financial services arm ofGeneral Electric). Main areas of expertise include retail andcommercial banking. He teaches Money & Financial Marketsat the City University MBA Program / Romanian BankingInstitute. Cristian holds an MBA degree from Rollins College(USA, 1999) and a degree in Aerospace Engineering fromPolitehnica University of Bucharest (1994). He is a CFAcharterholder since 2001 and served as President of theRomanian Society between 2004-2006.
E-mail: [email protected]
Hodea Cristina is Group Controller of NCH group ofcompanies in Romania. Her attributions are to improveinternal control of over 25 companies in the group, but shewas also involved in strategy development, businessrestructuring, change management. For many years Cristinaacted as member in the board of directors of about 10companies in various industries. She also worked in equityresearch for Bucharest Equity Research Group, the firstrating company in Romania.
Phone: +40 744 653 483E-mail: [email protected]
Ilie Rodica is Manager in the Risk Advisory Servicesdepartment of Ernst & Young, Bucharest. She haspreviously worked for Citigroup Asset Management inTokyo. Her expertise is in investment management and risk.
Phone: +40 724 332 410E-mail: [email protected]
Who’s who
2007 | 2008
CFA Institute Members
0
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6 0 ,0 0 0
8 0 ,0 0 0
1 0 0 ,0 0 0
1 9 9 8 1 9 9 9 2 0 0 0 2 0 0 1 2 0 0 2 2 0 0 3 2 0 0 4 2 0 0 5 2 0 0 6
C F A I n s t i t u t e M e m b e r s h i p G r o w t h
CFA Institute Members Industry Classification (%)
0 5 1 0 1 5 2 0 2 5 3 0 3 5
Investment Banking
Investment/ Mutual Fund
Banking
Other
Consulting Firm
Insurance
Foundation
Government/ Reg. Agency
Ion Mihail-Catalin, PhD, CFA is the President of theBoard of Directors and CEO of Raiffeissen AssetManagement SA and university lecturer of Academy ofEconomic Studies Bucharest. In the last 5 years hecoordinated the Economic Research Department and thenAssets and Liabilities Management Department withinRaiffeisen Bank Romania.
Phone: +40 21 306 17 10; +40 723 265 070E-mail: [email protected]
Ivascu Marian is a finance professional with a careerspanning both business expansion and corporate recovery.Assignments include businesses backed by Western banksand multinationals quoted on NYSE, LSE, German andAustrian Stock Exchanges. Marian is an MBA graduate ofINSEAD and holds several professional designations.
E-mail: [email protected]
Macovei Dorian is an Investment Manager with TRG AM(www.trgusa.com), an asset management companyheadquartered in Boston, MA. As part of the team deployedto manage a Private Equity Fund with investments acrossCEE Region, is responsible for the Fund Administration anda number of portfolio companies. His previous experienceincludes private equity and special situations, turnaroundconsulting and financial advisory.
Phone: +43 676 860 504 02E-mail: [email protected]
Who’s who
2007 | 2008
CFA Romania
A fast growing professional Society with 64 regular and affiliatemembers working in banking, insurance, investments, andindustrial companies;
One of the 134 member societies of CFA Institute in 55countries around the world;
A recognized voice in the investments field.
CFA Romania - Our Mission
To establish and promote the highest educational andprofessional standards in the professional practices of financialanalysis investment management, securities analysis and othersimilar professions (collectively, the Investment Decision-Making Process), according to the Code and standards.
Lupu Dan is an Investment Executive with SigmaBleyzer, aUS based Private Equity fund manager with operations inRomania, Bulgaria and Ukraine. Previously Dan worked as anEquity Research Analyst.
Tel +40 722 344 146E-mail: [email protected]
Who’s who
2007 | 2008
Macoveiciuc Liviu currently holds the position of NewProducts Implementation Manager at ABN AMRO Bank(Romania) S.A., where he is responsible for process design,implementation and control of new treasury products (eg.derivative financial instruments). Liviu has previously worked inthe professional services industry as an auditor of financialinstitutions and has gained extensive experience in thefinancial markets working within a large foreign banking groupwith local presence. He is also an ACCA affiliate in course ofobtaining full membership.
Phone: +40 722 502 485E-mail: [email protected]
Mandache Dragos is a Corporate Development Analystat Ficosa International (http://ficosa.com), a multinationalTier I supplier of auto parts. Dragos has previous workexperience in securities trading, audit, and consulting. Heearned his MBA from IESE Business School in 2005, and heis fluent in English and Spanish.
Phone: +34 667 927 926E-mail: [email protected]
CFA Romania - Our Values
Professional Excellence
Integrity
Strength of Community and Cooperation
Volunteer Service
Mitroi T. Adrian, CFA, MBA is board member, formerPresident, Treasurer and Secretary of the CFA Romania. Healso served as CFA Program Grader and Standard Setter withCFA Institute. He teaches with Academy of Economic Studiesin Bucharest courses on Portfolio Management and BehavioralFinance. He worked in commercial banking, private equity andinvestment management.
Phone +40 722 292 599E-mail: [email protected]
Who’s who
2007 | 2008
Mitu Stelian is the Investment Director of European FutureGroup, an innovative property development company withoffices in London and Bucharest. Previously, Stelian was for 7years the investment manager for NCH Advisors, generatingand supervising $200+ million investments in companies nowmerged as Winmarkt, Romarta, Vel Pitar, and others. Stelian wasa board member in major Romanian companies like Sicomed,Terapia, Romlux or Anticorosiv. For a brief period Stelian was aswell a senior analyst for Spelman Research, a leader in USindependent equity research. Stelian obtained his MBA degree‘Magna Cum Laude’ in 1997 and CFA charter in 2003.
E-mail: [email protected]
Nicolescu Raluca is Head of Financial Analysis & RatingDepartment with Raiffiesen Bank Romania, part of RaiffeisenGroup, a large Austrian banking group acting on the CEEmarket. Previously, Raluca accumulated experience infinancial sector, working for both commercial and investmentbanks.
Tel: 0040 722 353 280E-mail: [email protected]
Achieving Our Goals: Excellence
Organize seminars and workshops on various topics of interestto investment professionals in Romania;
Invite guest speakers from the US and Europe to lecture on hottopics in finance in front of Romania’s top experts;
Deliver educational information on the CFA program tomembers and candidates;
Raise standards of education and competence on the financialindustry in Romania;
Offer at least 5 scholarships every year to CFA candidates;
Develop a library with educational materials and books;
Oancea Cornelia is a Private Equity Director at NewEurope Capital, the investment advisor to ReconstructionCapital II, an investment fund listed on the AIM StockExchange having total net asset value of EUR 65 million.Cornelia has previously worked in listed equity researchand sales and investment banking.
Phone: +40 723 513 795E-mail: [email protected]
Sorin Adrian Petre is Senior Manager with the PwCBucharest Advisory Services department, specialized invaluations, financial and economic feasibility studies andpreparation of business plans. Within the Advisory departmenthe is responsible with Valuation & Strategy services. He has extensive experience in valuations, being involved in asignificant number of valuation projects related to businessvaluation, tangible and intangible valuation and valuation forfinancial reporting (including PPA projects).
DATE CONTACT!
Ogrinja Manuela is senior reseach analyst with EFGEurobank Securities in Bucharest, a subsidiary of EFGEurobank Group. Her experience also includes capital marketsspecial transactions (public offerings, private placements),investment banking and corporate finance.
Phone: 0744 754 606E-mail: [email protected]
Who’s who
2007 | 2008
Achieving Our Goals: Integrity
All CFA charterholders abide to a strict code of professionaland ethical standards;
Their conduct is monitored directly and continuouslyby the Society, while each members signs annually aprofessional conduct statement;
CFA Institute Performance Presentation standards gain growingglobal acceptance, being recognized as the national standardin many countries.
Popescu Mugur is a Resident Vice President atCitibank Romania SA managing relationships with largecorporate customers and he is also member of the CreditCommitee. He has previously worked in investmentbanking for Raiffeisen Capital and Investment andExpandia Finance.
Phone: + 40 744 515 718E-mail: [email protected]
Popovici Felicia is Vice-president and Deputy CEO atRaiffeisen Asset Management - the asset management arm ofthe Austrian Raiffesien Group in Romania - and is responsiblefor risk management and performance measurement. Feliciahas more than 10 years experience in the capital markets,previously working for Raiffeisen Capital and Investment ininvestment banking.
Phone: 0040722384609E-mail: [email protected]
Who’s who
2007 | 2008
Radu Iuliana is Financial Analyst in the Asset&LiabilityManagement Department of Raiffeisen Bank, which is theRomanian branch of Raiffeisen International Bank-HoldingAG. Her experience relates to managing the bank’s liquidityand interest rate risk positions. She previously worked withinthe Treasury Research Department of Raiffeisen Bank.
Phone: +40 724 799 222 E-mail: [email protected]
Achieving Our Goals: Cooperation
Most of our programs address the investment community as a whole;
Through members and CFA candidates, we extend our reach totop employers in Romania;
We recognize and encourage the strength of cooperationbetween investment professionals in Romania.
Who’s who
2007 | 2008
Revenko Sorin has over 10 years of experience workingwith American and European professionals in venturecapital investments, project management, and businessdevelopment. He has been employed for almost 5 yearswith Agriplan Consultants B.V., a Dutch company thatimplements various investment projects in Central andEastern Europe. Sorin also holds a Doctor degree inMathematics.
Phone: +37 369 120 969E-mail: [email protected]
RoÒca Mirela is working as Principal Financial Analyst inthe Black Sea Trade and Development Bank (BSTDB), anIFI located in Thessaloniki, Greece, which financesdevelopment projects in its eleven member countries. In thefinance sector, Mirela has previously worked as analyst withthe Romanian-American Enterprise Fund and CreditanstaltSecurities, Romania. Before receiving an MBA degree infinance from the Tulane University, USA, she worked in thepower sector, as a quality assurance engineer for theNuclear Power Plant, Romania.
Phone: +30 231 029 04 93; E-mail: [email protected]
∑erban Sorin is VP Risk Management & Lending of OTPBank Romania, the Romanian banking subsidiary of thelargest Hungarian bank. Sorin has over 10 years bankingexperience mostly with Citibank and ING both in sales andrisk management positions.
PHONE: +40 21 307 57 00 / 104; +40 727 220 897E-MAIL: [email protected]
Achieving Our Goals: Volunteering
CFA Romania’s activity and management, like those of the CFAInstitute, rely on volunteer contribution from its members;
“Giving back to the profession” - the core of our beliefs andpractice;
Our volunteers take active stances on advocacy issues, trainingprograms, seminars, conferences, and management of theassociation.
Sîrbu Radu is Product Manager in the StructuredFinance Department of UniCredit Romania bank, the localsubsidiary of the the main banking group in CE Europeand the sixth largest in Europe - UniCredit. He hadpreviously worked in financial advisory services andrating-based financial analysis.
Phone: +40 744 542 530E-mail: [email protected]
Who’s who
2007 | 2008
Sebastian Tcaciuc is an associate with AdventInternational, the global private equity group, where he is amember of the Central European buyout team, focusing onlater-stage investments in industries experiencing significantregional growth or consolidation. His previously worked inbanking, equity markets and asset management. Sebastianholds a masters degree in economics.
E-mail: [email protected]
Toader Cristiana is Senior Analyst at Altria Capital, alocal investment banking boutique. Her area of expertiseincludes mergers & acquisitions, valuations, business plansand financial modeling. She is also a member of the NationalAssociation of Romanian Valuators (ANEVAR).
E-mail: [email protected]
Annual Events Plan
CFA Charter Award ceremony
Annual Meeting
Speaker retainer conferences, including webcasts
Forecast dinner
Post-exam party
Scholarships for the CFA exams candidates.
Trifu Anca works as a Financial Analyst at RED ManagementCapital, an investment company created to initiate and developlarge scale real estate projects in South Eastern Europe, havingas main shareholders the American private equity fundWarburg Pincus and the Spanish fund GED. She has extensiveexperience in investment analysis, having previously worked forthe American fund Broadhurst in two of its companies - VelPitar, in FMCG and Libra Bank. She received in 2003 a MSdegree in Financial Markets from DOFIN, ASE.
Phone: +40 748 222 605E-mail: [email protected]
Who’s who
2007 | 2008
Vlad Sorin Constantin is a Senior Planning andBusiness Development Analyst of Phlip Morris Romania, asubsidiary of Altria Group Inc, the parent company of KraftFoods, Philip Morris USA and Philip Morris International.Sorin holds a Masters in Banking and Finance from theUniversity of Lausanne and has working experience infinance, strategy and planning areas.
E-mail: [email protected]
Vladila Ioana is Head of Research and Sales with EFGEurobank Securities in Bucharest, a subsidiary of EFGEurobank Group, the second largest banking group in Greece.Previous experience includes investment banking, corporatefinance and advisory services.
Phone: +40 745 040 070E-mail: [email protected]
How to Contact Us
Websitehosted on the CFA Institute’s site (www.cfainstitute.org)
AddressNerva Traian 7, Bl. M66, apt. 27, sector 3
Contact personEmilia Bunea, President of CFA Institute
E-mail: [email protected]
Mobile: 0040723165511
