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SOCIETY YEAR REVIEW2016/2017

CONTENTSOVERVIEW

EVENTS- ANNUAL DINNER - FUTURE OF FINANCE- ETHICS- GENERAL EVENTS

MEMBERSHIP

CAREER MANAGEMENT

VOLUNTEER

CANDIDATE EVENTS

STUDENT EVENTS

CHARTER AWARD CEREMONY

ADVOCACY & OUTREACH

Dear CFA Society Members,

As the Society year 2016/2017 comes to a close, we would like to thank you for being a part of CFA Society Netherlands. We really hope you have enjoyed some of our many events that took place, participated in some of our networking events or benefitted from our career resources and volun-teering opportunities. Please find in the following pages, a summary of some of the year’s high-lights. We look forward to your participation in our society and let’s make 2017/2018 another great year.

Please do not hesitate to reach out to us with any comments or questions: [email protected]

Sincerely,

The Board of CFA Society Netherlands

Jacco Heemskerk, CFA President

Jeroen Bos, CFA, CAIA Vice President and Secretary

Cees Harm van den Berg, CFA Events Chair

Joost Caljé, CFA Career Management Chair

Alex Morozov, CFA Treasurer

Rani Piputri, CFA Membership Chair

Pieter van Putten, CFA Advocacy Chair

Sjoerd Rozing, CFA Education Chair

Thank you to our sponsors:

CFA Society Netherlands has been a member society of CFA Institute since 1999. Since then membership has grown to almost 900 members. The membership base is spread across all major cities and represents all sub-sectors in the Dutch financial industry.

There are 148 CFA societies around the world that support the mission of CFA Institute at a local level and provide members with career growth, information exchange, and professional networking opportunities.

FACTS AND FIGURES CFA SOCIETY NETHERLANDS

Candidate Growth

CFA SOCIETY NETHERLANDS | 1

Membership Growth

Job Function Primary Investment Practice

Each year CFA Society Netherlands organizes a variety of events for its members, candidates, employers and the investment community. Events are strictly content-driven and facilitated by local and international experts, and high quality speakers. Most events offer Continuing Education Credits for members. Networking events aim to build a strong, coherent financial community.

EVENTS

2 | CFA SOCIETY NETHERLANDS

ANNUAL DINNER 2017The Politics of RageImplications for Finacial Markets16 February 2017, Hotel Okura, Amsterdam

2016 has been defined by victories for Brexit and Trump with more populist regimes likely to follow. Understanding the roots of rising populism is as crucial as ever for investment professionals to be able to define risks and find opportunities in this uncertain future. Visit our website for more details.

2017 Macroeconomic Outlook: A Political YearDR. Elga Bartsch, Ph.D. is a Global Co-Head of Economics and ChiefEuropean Economist at Morgan Stanley, Reserch Division.

Geopolitics, Economy and Financial Markets Marcel Baartman is senior economist at Clingendael Institute

Impact of “Politics of Rage” on Financial MarketsMarvin Barth is a Managing Director and Global Head of FX Researchat Barclays.


ANNUAL DINNER 2017

FUTURE OF FINANCE


FUTURE OF FINANCEWe are in this for the long run11 may, 2017, Rosarium, Amsterdam

Our Speakers:• Lars Dijkstra, Kempen Capital Management: Challenging the Foundations of the Investment Industry.

• Mimmi Kheddache Jendeby, Centre of Applied Research: Phic the Hidden Variable in Performance.

• Erik-Jan Stork, APG Asset Management: Sustainability Factors for future-proof portfolios

• Roger Urwin, CFA, Willis Towers Watson: The Culture of Sustainable Investment Performance.

THE FUTURE OF FINANCE STARTS WITH YOU#futureFinance#CFADifference#investorsfirst

CFA Society Netherlands invites investment industry professionals to rethink the fundamentals of the investment industry. Financial sector influencers will look at the long term trends affecting the industry and the need for a new sustainable culture and more meaningful measures.


EUROPEAN INVESTMENT CONFERENCE

provided the venue and hosted networking drinks afterward

CFA Institute’s flagship European event was held in Amsterdam.Among the speakers:

Professor Muhammad Yunus, Nobel laureate, social entrepreneur, banker, and economist

Virginie Maisonneuve, CFA founder and managing director of Maisonneuve Global Advisors

Sony Kapoor, Director of Re-Define, an international think tank, and CEO of Court Jesters Consulting

Tomas Sedlacek, Chief macroeconomic strategist at Czech commercial bank CSOB and author

Steven Maijoor, Chair of the European Securities and Markets Authority (ESMA)

CFA INSTITUTE EUROPEAN INVESTMENT CONFERENCEAdapting Approaches: New Models,New Mindset, New Markets7-8- November 2016 • Amsterdam, Netherlands • #CFAIC

ETHICS


VBA and CFA Society Netherlands joined forces and brought you:

ETHIEK & INTEGRITEIT:

“Outside in - in gesprek met de samenleving”

Binnen de financiële instellingen is er gelukkig steeds meer aandacht voor ethiek & integriteit. Een betrouwbare financiële sector is immers van grote maatschappelijke waarde. Met waarden als “transparantie” en “de klant centraal” meent de sector forse stappen te zetten om het vertrouwen te herwinnen. Toch blijkt in de dialoog met de samenleving dat er nog altijd een tegengesteld beeld bestaat. Er wordt gesproken van een “amorele” sector, een sector die “het morele kompas kwijt is” en waar sinds de crisis “niets veranderd is”.

CFA Society Netherlands presented the fourth in the annual series of Best Practices Seminars. The 2016 edition focused on Best Practices in Portfolio Construction and was held on 13 October 2016.

Special thanks to our venue sponsor:

ANALYST WORKSHOP: Identify and Monitor a Stock’s Critical Factors conducted by James J. Valentine, CFA Analyst Solutions.


GENERAL EVENTS

Provided the venue and hosted networking drinks afterward

MEMBERSHIP


Membership in CFA Society Netherlands helps to supplement your professional and career development through networking, knowledge sharing, and Continuing Education events. With your support, the Society aims to maintain the professional skills and ethics that willcontribute to stronger and more ethical Dutch financial markets and regulations.

As a local member you will be able to:• Network with peers in the Dutch or Global financial industry and Socialize with industry insiders

• Be part of an effective voice helping to develop and protect the interests of the local investment profession

• Participate in the Mentorship Program

• Stay abreast of relevant topics and trends that affect the industry in your market

• Take advantage of Continuing Education & Professional Development opportunities

• Access to members-only monthly Networking Drinks

• Access to the Jobline

• Receive discounts to high-profile events

• Volunteering: serve on a society Committee or on the Board.

To find out more about membership: [email protected]


CFA Netherlands Member Networking Drinks are held bi-monthly on the fourth Wednesday of the month. Regular and Affiliate Members of CFA Society Netherlands are invited to the Networking drinks. Each member may bring one guest.

Pictured: Marcel Baartman of Clingendael Institute spoke about the Politics of Rage and Implications for the Financial Markets

CFA Society Netherlands, along with many other societies, has joined the Global CFA Society Passport Program

The Global Passport Program allows members of all participating CFA societies to attend each other’s events at the local member price.

This is a great opportunity for those who travel and seek to build networks with financial professionals from around the world. When you travel, contact a local society to learn about upcoming events. The Global CFA Society Passport Program logo will appear on the event detail page if that event is eligible under the program.

cfa aSSOcIaTION

4 CFA RussiA ACtivity RepoRt 2016

SHaPING THE fUTURE Of fINaNcE:WHO WE ARE AND WHAT WE DO

AnnuAl geneRAl MeetIng oF CFA AssoCIAtIon RussIAThe Board of Directors and active members of CFA Association Russia met for the Annual General Meeting at a Sberbank office on March 16, 2016.

Over the past couple of years, the Board of Directors worked more actively and produc-tively, resulting in the devel-opment of many ideas during monthly board meetings.

A new Board of Directors was elected at the Annual General Meeting. in addition, Neil Withers, president of CFA Russia, thanked Alex teplitsky and olga Zagvozdkina, who are no longer board members. in 2016, the Board had 13 active members (including four newcomers).

the event welcomed four new members:

sofia Donets

vladimir potapov

scott Rose

Natalia Kolupaeva.

AMKnow no BoRDeRs:

CFA RussIA JoIneD the gloBAl PAssPoRt PRogRCFA Society Netherlands, along with many other societies, has joined the Global CFA Society Passport Program

The Global Passport Program allows members of all partici-pating CFA societies to attend each other’s events at the local member price.

this is a great opportunity for those who travel and seek to build networks with financial professionals from around the world.

When you travel, contact a local society to learn about upcoming events. the Global CFA society passport program logo will appear on the event detail page if that event is eligible under the program.

CFA SOCIETY NETHERLANDS JOINED THE GLOBAL PASSPORT PROGRAM

CAREER MANAGEMENT


Career Events - Aim to update members’ skills or put them in touch with employers or members of the financial community through job fairs, meet and greets, networking opportunities and more. Examples of such events:

Are You Presenting Your Best Resume for The Job? - In 15 minute one-on-one sessions (speed interviews), attendees introduced themselves to the Financial Assets’ consultants after they had the chance to read their CVs. The consultants then shared first impressions and in particular talked through any gaps there might have been between impressions and the resume’s stated purpose.

Steer Your Own Career - Take control over your career. You decide what your next step will be (not the management development department). Together with Partners at Work, we shared professional experiences and discussed what is necessary to make the next step to boost your career opportunities.


Jobline is the central job portal offered by CFA Institute. A Local JOBLINE for the NETHERLANDS

coming soon! The portal:

• Allows members to post their résumés confidentially• Allows potential employers to search for candidates• Allows members to search for open positions according to area of interest and location• Allows members to apply for top investment jobs throughout the world directly

Mentorship Program – This program is part of our wider effort as a Society to support our Members in managing their careers. With the launch last year, we joined a growing number of CFA Societies globally running such a program, clearly underlining that the value of mentoring is accepted across cultures and continents.

VOLUNTEER


Pictured: CFA Society Netherlands Board Members, EIC CFA volunteers, EIC speaker - Professor Muhammad Yunus, Managing Director CFA Institute EMEA - Gary Baker, CFA and Staffed Office

Join the Board or become a committee member.

• Education and EventsThe Education and Events committees are responsible for providing for the educational needs of the Society’s current and future members, and social networking and career activities for the membership. For more information, please contact [email protected] or [email protected]

• Member OutreachThe Membership Committee reviews all membership applications and deals with questions regarding CFA Society Netherlands and CFA Institute membership. It also assists in arranging sponsoring of membership application. To learn more: [email protected]

Volunteering for the Society - Contribute your ideas, talent, and organizational skills. Committees provide a forum for members to develop professional relationships while building knowledge. Volunteering puts you in contact with other investment professionals and is a great way to gain additional expertise in new areas or gather new ideas in your current area of expertise and to enhance leadership abilities.


• Employer Outreach Employer outreach entails maintaining and broadening the CFA Society’s relationship and cooperation with the major employers of CFA Charterholders in the Netherlands. Please contact [email protected]

• Fundraising and SponsorshipThis team looks at creating and strengthening structural funding for the local society through developing strategic relationships with employers and stakeholders in the local market. Establishing regular sponsors for activities and events is also essential. To learn more about volunteering for the Fundraising role please contact [email protected]

• Ethics, Standards and AdvocacyIn the CFA context, advocacy involves increasing the public awareness and recognition of the CFA Charter by building and maintaining relations with the regulatory agencies and other professional organizations. To learn more please contact [email protected]

Other areas: Mentorship Program Mentors, Research Challenge Mentors, Research Challenge Graders & Judges.

VOLUNTEER


VOLUNTEER APPRECIATION EVENTS - To thank our volunteers, the CFA Society Netherlands organizes a volunteer appreciation event usually including a fun, team building exercise followed by dinner & drinks. We’ve had a bowling competition, learned how art can inspire us in business, and participated in an Improv workshop to help improve communication and leadership skills.

Artist, Daniella Rubinovitz, teaching us on How Art Inspires Action in Business

Boom Chicago – Improvisation workshop

Thank you to all of our Volunteers for your support. Your time and leadership is very much appreciated and we could not do all that we do without you!


CANDIDATE EVENTS

CFA EXAM PREP WORKSHOPS

The Society organizes two Exam Prep workshops for CFA Candidates annually, usually in January (Levels I, II, III) and July or September (Level I). The workshops give candidates an opportunity to gain insights and ask questions about topics related to the exams.

15:30: Registration16:00: Tips for optimal exam preparation 16:30: Cashflow Statement Analysis Levels I & II 16:30: How to Pass Level III Exam Workshop 18:00: Networking Drinks19:00: End Program

Post-Exam Drinks CFA Society Netherlands hosts drinks immediately following the exams in June and December. Candidates are able to meet the team members of CFA Society Netherlands and their exam-taking peers in a relaxed and casual atmosphere.

STUDENT EVENTS


CFA Institute Research Challenge is an equity research competition among student teams from the world’s top university business and finance programs. We introduced the Challenge to the Netherlands to promote best practices in equity research. This is achieved through hands-on mentoring and intensive training in company analysis and presentation skills. CFA Society Netherlands manages the CFA Institute Research Challenge Benelux.

February 2017 CFA Research Challenge Benelux Final Winners - Team RSM Erasmus for a 2nd year in a row!

Team members: Piotr Pyłka Michelle Amory Mike Gruenwald Concha Zimmer Bowe Visser

Thank you to volunteers, Sander Huizinga,CFA, for managing the Benelux Research Challenge and to the judges: Wim Gille, Alex Zuiderwijk,CFA & Michiel Plakman,CFA


The European QuantAwards are for students currently in the process of writing a Master's dissertation about a quantitative finance subject. Students present their dissertations to an expert panel, selected by the CFA Societies. The 2017 Quant-Awards will be the 7th edition of QuantAwards, and the 3d European edition with the participation of CFA Society France, CFA Society Ireland and CFA Society Netherlands.

Participants have a chance to win one of the 3 prizes below:

1st PRIZE : € 2,000 + CFA Program Exam registration2nd PRIZE : € 1,000 + CFA Program Exam registration3rd PRIZE : € 500

Last year, we were proud to have a student from a Dutch university as one of the prize winners. Andrey Zakharov from Tilburg University won 3rd prize for his report “Detecting financial market bubbles with low-frequency volatility models.”

Thank you to our volunteers Peter Korteweg, CFA and Frederik Mannaerts, CFA for managing this.

The QuantAwards are sponsored by:

Our Women in Investment Management (WIM) team hosted two student luncheons to promote careers in finance amongst female students. The first at University of Amsterdam and the second in Utrecht, pictured. WIM also hosted networking drinks in Amsterdam.

CHARTER AWARD CEREMONY


Every December, we host a formal award ceremony for all who have been awarded the Charter in the past 12 months. Recent Charterholders receive their official Charter in front of other newly minted Charterholders and close family members or friends.

#CFAdifference

WELCOME CFA

CHARTERHOLDER CLASS OF 2016.Congratulations to all who became CFA charterholders in 2016. You are now part of a community of 135,000

CFA charterholders worldwide. Join CFA Society Netherlands by visiting www.cfasociety.org/netherlands.

®

Remco van Amelsfoort, CFATiemo Arkesteijn, CFADavid Babin, CFARens Bakker, CFAAndrey Belyakov, CFAAchim Boden, CFAPetrus Brill, CFABoudewijn Brouwer, CFAMartin van Buren, CFASimona Ciolca, CFAHubertus Compen, CFAIgor Ćurić, CFARoland Derks, CFAMariya Dinkova, CFARishi Doerga, CFALars van Dort, CFAPhilip van Es, CFAVicente Esteve Cuevas, CFAFrank Everaars, CFARené Ferrier, CFANeeradj Gangapersad, CFACian Garry, CFAJohannes Geerdink, CFA

Mutlu Gundogan, CFARohini Gupta, CFAConstantijn ter Haar, CFATobias Søgaard Hajslund, CFAFlorentine Hanlo, CFAJeroen Heijneman, CFAGijs Hermens, CFAJohannes Hitge, CFAPieter Hofstra, CFAMatthijs Hollander, CFASebastiaan Hollink, CFAEvert van der Hoorn, CFAJop Houwen, CFADan Huang, CFAAdnan Jašarević, CFALuuk Jagtenberg, CFAJelle Jansen, CFAErdi Karaçay, CFAHakob Kehyayan, CFAGerben Kip, CFAMichiel Klomp, CFAVladisslav Kogan, CFAPeter Kool, CFA

Alexander Koster, CFALeonie Kosters, CFAJip van Krimpen, CFAEduard Kroon, CFAWojciech Kwos, CFAMaes van Lanschot, CFAAndrew Legierse, CFAJoost Lensen, CFAWanying Li, CFARuben van Lierop, CFAHatem Mahbouli, CFAFrederik Mannaerts, CFAGertjan Medendorp, CFAGijs Menting, CFAHans de Mik, CFAVlad Radu Mitroi, CFAFrancisco Morales Cortés, CFADamien Morgenstond, CFADavid Mostert, CFAFrederik Muskens, CFAAnastasia Naymushina, CFAJean-Olivier Ngoumou-Jikam, CFASimon Nicolaas, CFA

Henrike Nijenhuis, CFAFrank Nijssen, CFAJeroen van Oerle, CFAThomas Overpelt, CFADaan Peeters, CFAYang Peng, CFASirianong Peyasantiwong, CFALiem Pham, CFAThi Hai Ha Pham, CFAJan van der Ploeg, CFAMatthijs Poorthuis, CFAShuang Qiu, CFAWouter Aan Reiding, CFAJasper Rigter, CFAMaxime Rousseau, CFAAngelo Sacca, CFAMichael Sansen, CFAAntti Saviluoto, CFAAntonius Schrijen, CFARemco Schrijvers, CFAMaazin Senger, CFAPranav Shah, CFAPaul Simon, CFA

Piotr Sliwakowski, CFAMartijn Soesbeek, CFAPeter Spijkman, CFATom Sprong, CFATim Sterk, CFAMatthias Stockburger, CFABob van de Straat, CFABorbàla Nòra Szököl, CFARoger Theunissen, CFAIraklis Tsirigotis, CFABastiaan Verheijke, CFAPieter Vonk, CFAFloris Welcker, CFAJan-Willem Wellen, CFAMichal Wisniewski, CFAGuancong Yin, CFATalha Bin Zafar, CFAAlexander Zapantoulis, CFAXintong Zhan, CFAHuashan Zhang, CFAWanqian Zhang, CFA

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CFA Netherlands SocietyMem_Half Page Ad_296x222mm_w_names AW.indd 1 11/01/2017 20:00


Recent Charterholderes and CFA Institute EMEA Managing Director, Gary Baker, CFA, were interviewed the night of the Charter Awards resulting in the above DFT article.

ADVOCACY & OUTREACH


Advocacy involves increasing the public awareness and recognition of the CFA Charter by building and maintaining relations with the regulatory agencies and other professional organizations. We speak to relevant interest groups such as local regulators, professors, human resource managers and the media.

The benefit of public awareness is two-fold:

1. It has a direct positive impact on you as a Charterholder as your CFA designation will gain in recognition and influence and distinctiveness in the local market.

2. The CFA Institute has a positive impact on standards within the local capital markets and influences regulation.

Media Outreach – we have a column in the Financial Investigator and write articles for IEXprofs.nl. Journalists often attend our events providing media coverage from the content or interviews with speakers. We plan to have our 2nd Media Academy for journalists in the autumn.

Follow us:CFA Institute CEO, Paul Smith, CFA being interviewed in Amsterdam


Global Brand Campaign - #CFAdifference: We are participating in CFA Institute’s global brand campaign. Objectives: to increase local awareness of CFA Society Netherlands and increase member value and local industry engagement with CFA Society Netherlands

1) Ads in the Financieele Dagblad 2) Ads in Financial Investigator 3) Outdoor Advertising – 2x week-long 4) Social Media Paid Campaign

Poster in the Zuidas area in Amsterdam

Financieele Dagblad Advertisements - 2016

Fondsnieuws magazine 14th June

Michael Schroer, CFA

THAT ALWAYS PUTS INVESTORS FIRST.

Ask high-net-worth investors why they work with investment managers with the CFA® designation and they’ll tell you that those letters represent a proven understanding of investment management, commitment to ethics, and always putting clients’ interests first. Which means they can be relied on to stay true to an investor’s financial goals. Because, for our charterholders and their clients, those three letters are making a real difference every day.

MY INVESTMENT PERFORMANCE IS A

RESULT OF YEARS OF EXPERIENCE

© 20

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FA Institute. All rights reserved.

#CFAdifference

CFAnetherlands.nl

Caroline Connell, CFA

ONE OF ONLY 125,000 CFA CHARTERHOLDERS.

Ask any of the 125,000 CFA® charterholders worldwide why they add the CFA designation after their names and they’ll tell you that those letters represent a proven understanding of investment management, commitment to ethics, and always putting clients’ interests first. All of which contribute to the integrity and credibility of their organizations. Because, for our charterholders, those three letters give them the confidence to make a real difference every day.

ONE OF ANY NUMBER OF INVESTMENT MANAGERS

WORLDWIDE

© 20

16 C

FA Institute. All rights reserved.

#CFAdifference

CFAnetherlands.nl

#CFAdifference

© 20


ts reserved.

ONLY 1 IN 5 CANDIDATES BECOMES A CFA CHARTERHOLDER.

WHO DO YOU WANT ON YOUR TEAM?

Learn more at CFAnetherlands.nl

Only the most dedicated complete a program that requires 1,000 hours of intense study, three 6-hour exams,

and four years of work experience. To find an investment manager with a deeper knowledge of the

investment landscape, look for the CFA® designation.

It’s A Difference That Matters™.

© 20


ts reserved.

CAN THREE LETTERS SPELL HOW THE INVESTMENT

WORLD SHOULD WORK?

Learn more at CFAnetherlands.nl

CFA Society Netherlands is part of the premier global association for investment professionals

and endorses the highest standards of practice for the investment industry.

It’s A Difference That Matters™.

#CFAdifference

Financieele Dagblad Advertisements - 2017

Documents

SOCIETY YEAR REVIEW 2016/2017 - cfasociety.org brochure losse A4 LowRes.pdf · SOCIETY YEAR REVIEW 2016/2017 CONTENTS OVERVIEW EVENTS ... Rani Piputri, CFA Membership Chair ... de