CFA Society France

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Local Sponsors

Local Final Winners 2017

Congratulations to IESEG, local winners 2017:

Anne-Laure Giraud
Jia-Yi He
Victor Murzeau
Nicolas Tabor
Dan Zhou

Local Final 2017 Video

Finalists

Congratulations to the 4 finalist teams! (in alphabetical order)

ESSEC - see their report
IESEG - see their report
Toulouse Business School - see their report
Université Lille2 - see their report

The final took place on Thursday 23 March 2017, kindly hosted by Oddo &Cie.

The finalists together with the judges and Steve Grobet - Investor Relations Officer, ORPEA

Judges

Matthias Desmarais - Oddo & Cie Group

Matthias Desmarais joined the Oddo & Cie Group in March 2014 as Head of Equity Research. Oddo Securities has offices in Paris, Lyon, Frankfurt and Tunis and is the largest independent research company in France. Matthias Desmarais oversees a team of financial analysts covering close to 400 listed companies, of which 180 are French and 130 are German.
Before joining Oddo Securities, Matthias Desmarais was at Exane BNP Paribas where he headed Research in Paris, whilst leading the Leisure & Services team
Matthias Desmarais started his career in 1999 as Investment Banking Analyst at BNP Paribas Corporate Finance, first in Hong Kong, then in Tokyo. From 2001 until 2004, he specialised in the Hotels and Leisure sectors, first at JP Morgan Securities in London, then at CDC Ixis Securities in Paris. From 2004 until 2007, he oversaw the Hotels and Leisure teams at SG Securities in Paris.
Matthias Desmarais is a graduate of Panthéon-Assas Paris 2 University in Bank and Finance and has a master in audit & consulting of ESCP Paris.

Isabelle Horen-Lestang - Amundi Investment Management

Isabelle Horen-Lestang, CFA is a portfolio manager at Amundi Investment Management. She joined the firm in 2007 as a buy-side analyst and prior to this, she worked at BNP Paribas. Isabelle currently deals in equities, using a stock picking investment style. She graduated from HEC School of Management in Paris with a degree in Finance and outside of work, Isabelle lists playing the piano and reading among her interests.

Igor de Maack – Lead Portfolio Manager - DNCA Finance

Igor de Maack is a graduate of HEC Paris School of Management and a qualified member of the French Society of Financial Analysts (SFAF), and he has a postgraduate degree in international tax law. He started his career with Deloitte & Touche. In 1998, he joined BNP Paribas in the area of project financing. In 2002, he joined IXIS where he was in charge of participations, in particular for financing arrangements for the A 28 motorway, and then became a sell-side equity analyst for IXIS Securities and a senior vice president for the primary equity market at Lazard-lxis.

He joined DNCA Finance as a Portfolio Manager in 2007.

Competition Schedule

10 November 2016: Kick-Off Meeting - Presentation
This meeting provides you with all the information relating to the competition as well as present our sponsors.

24 November 2016: Corporate Presentation.
The company chosen this year will present their financial results and you will have the opportunity to ask questions.

1 February 2017 – 12.00 GMT+1 (noon) : deadline for report submission.
Each report will be graded by several Graders, all industry professionals. The best 4 reports will be selected for the Local Final.

23 March 2017: Local Final, Paris
The 4 finalist teams will present their report to a jury comprising 4 asset management professionals. The presentation will be followed by questions from the jury. The results will be announced shortly after all the presentations.

26-27 April 2017: EMEA Regional Final, Prague

28 April 2016: Global Final, Prague

Subject Company

ORPEA is one of the worldwide leaders in Long-Term Care, Post-Acute Care and Psychiatric Care. ORPEA has a network of healthcare facilities in Europe with a total of 74,272 beds at 733 sites. ORPEA constitutes a unique investment opportunity due to long-term visibility and the natural growth of the sector, backed by an owned real- estate portfolio of €3.7b.

Participating Universities

AUDENCIA School of Management
EDHEC Business School
EMLYON Business School
ESCP Europe Business School
ESSEC Business School
Grenoble School of Management
IAE Gustave Eiffel
ICN Business School
IESEG School of Management
NEOMA Business School
Toulouse Business School
University Lille II
University of Angers
University of Monaco
University of Montpellier I
University Paris I Panthéon-Sorbonne
University Paris II Panthéon-Assas
University Paris IX Dauphine

Mentors

Diego-Felipe Aponte Vargas, CFA
Sébastien Boulet, CFA
Eric Chatron, CFA
Andrea Condurache, CFA
Julien Coudert, CFA
Mikael Dauvert, CFA
Thibaut Dorlet, CFA
Christophe Haussmann, CFA
Jaafar Ibaraghen, CFA
Laurent Inglebert, CFA
Jonathan Jimenez, CFA
Jean Karbouyan, CFA
Simon Lechipre
Chloe Lemarie, CFA
Laurence Mauguin, CFA
Lewis Meredith Smith, CFA
Pierre-François Merveille, CFA
Thomas Vieux, CFA