CFA Society France

A Member of the CFA Institute Global Network of Societies


Global Platinum Sponsor


            Local Sponsors            




Laurent Dobler - Managing Director, Comgest S.A.

Françoise Lafitte - Portfolio Manager, AAA Action​s Agro Alimentaire, Natixis AM​

​Thomas Perrotin, CFA - Analyste MME & MMC, Moneta Asset Mangement​

 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 of Lorraine (ISAM-IAE)
  • University Paris I Panthéon-Sorbonne​
  • University Paris IX Dauphine

 Competition Schedule

18 October 2017: Kick-Off Meeting - Presentation
18h30-22h00 - Oddo&Cie, 12 boulevard de la Madeleine, 75009 Paris ​
This meeting provides all the information relating to the competition as well as introduce mentors and present sponsors. 

9 November 2017: Corporate Presentation
18h00-22h00 – Amundi, 90 Boulevard Pasteur, Paris 75015
The company chosen this year will present their financial results and you will have the opportunity to ask questions.

22 January 2018 – 12.00 GMT+1 (noon) : deadline for report submission. Please carefully read the rules about reports presentation
Each report will be graded by several Graders, all industry professionals. The best 4 reports will be selected for the Local Final.

15 March 2018: Local Final, Paris
18h30-22h00 - Oddo&Cie, 12 boulevard de la Madeleine, 75009 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.

4-5 April 2018:​​ EMEA Regional Final, Dublin - Ireland

25-27 April 2018: Global ​Final, Kuala Lumpur, Malaysia


 Subject Company

Pernod Ricard is the world's second-largest wine and spirits company.

It is listed on the Paris Stock Exchange and is a member of the CAC40 with a  c. €32 Bn market capitalization. The company generated over €9 Bn revenues in FY2018.

It owns some of the world's most famous spirits brands: Absolut, Jameson, Chivas.​


  • ​Diego-Felipe Aponte Vargas, CFA
  • Julien Coudert, CFA
  • Mikael Dauvert, CFA
  • Gregory Derrien, CFA
  • Sebastien Fay
  • Christophe Haussmann, CFA
  • Laurent Inglebert, CFA
  • Jocelyn Jovène
  • Simon Lechipre, CFA
  • Edouard Menneson, CFA
  • Mourad Mnif, CFA
  • Pierre Merveille, CFA
  • Antoine Petit, CFA
  • Quentin Planchais, CFA
  • Clement Simon
  • Lewis Smith, CFA
  • Thomas Vieux, CFA
  • Chen Zhao, CFA​