CFA Society France

A Member of the CFA Institute Global Network of Societies

CFA Society France

Jean-Francois Bouilly, CFA - Partner and C.I.O., Latitude Capital Management

Jean-François Bouilly joined Crédit Lyonnais in 1984 and started managing Japanese equities. In 1991, he opened the Crédit Lyonnais asset management office in Tokyo (CLIAM Japan) as CIO and then Representative Director.
Upon his return to the Paris head office in 1999, he created and headed the “Equity Markets and Portfolios Analysis Team”. He then became CLAM Equity Strategist in 2002. He founded Latitude Capital Management, an asset management company specialized in absolute return in 2005, as CIO.

Tomasz Orpiszewski - Associate Economist, AXA Investment Managers

Tomasz joined AXA IM as Associate Economist in 2010. He is also a University Teaching Assistant in Economics at Dauphine and Sciences Po. Previously he was part-time research analyst in the Mergers & Acquisitions division of R.W. Baird as well as in an Activist Fund at IED. He is currently in his third-year as a PhD Candidate in Economics at Paris Dauphine and passed the CFA Program Level III. Tomasz graduated from Goethe University in Frankfurt and Paris Dauphine.

State Street Global Advisors

Frédéric Dodard, CFA, FRM - Head of Asset Allocation, SSgA

Frederic Dodard is a Managing Director and the Head of the Investment Solutions Group. He joined SSgA in 1998 as a portfolio manager in quantitative equity strategies. Frederic started his carreer as a private banking portfolio management assistant at UBS Ltd, in London. He then worked at Societe Generale at Paris La Defense, on the Listed Equity Options and Futures Desk, where he developed and marketed investment strategies on derivatives instruments.
A graduate of the EDHEC Business School in 1996, he holds a post-garduate diploma in Capital Markets, Commodity Markets and Risk Management from the University Paris IX Dauphine (Master 203). Frederic has held the Chartered Financial Analyst Designation since 2001 and is a Financial Risk Manager recognized by the Global Association of Risk Professionals since 2003. He has more than 15 years of financial industry experience.

Frédéric Jamet - Head of Investments, SSgA France

Frédéric Jamet is the Head of Investments of SSgA France as well as co Head of the Index Equity Management Unit. He is responsible for all portfolios managed in Paris including notably the SSgA Index funds, SPDR ETF, the Europe Alpha funds, the Emerging Alpha funds, the Balanced Funds and ISG mandates.
Prior to joining State Street Global Advisors France in 1996, he was in charge of new product development and quantitative funds management for the Crédit Lyonnais bank and R&D Manager for the Crédit Commercial de France bank. Frédéric holds a Master's degree in Mathematics (Ecole Centrale de Lille) and a Master's degree in Finance (DEA Finance). He has worked in the industry since 1989.

Academics

Luc Paugam - Professeur Assistant - ESSEC Business School

Luc Paugam holds a PhD in finance from Paris-Dauphine University, and passed the three levels of the CFA exam. He teaches Financial Accounting and Reporting and Accounting for financial instruments in the ESSEC MSc program. His research interests focus on financial reporting (recognition, valuation and disclosures) of intangible assets (goodwill, brands), business combinations and audit. His research encompasses non-additive valuation, the role played by financial reporting for M&A transactions in revision of market expectations and the impact on regulation on audit quality. He has written books and articles for various journals and editors: Finance, Contrôle, Stratégie and Economica. Luc received the M&A ARFA (Association of M&A managers) best dissertation award for his PhD research. He has been a Visiting Scholar at the University of Houston. He is also an expert consultant in the field of valuation.

Peter Pontuch - Economist, European Commission - Instructor, Université Paris Dauphine

Peter Pontuch is an economist at the Directorate General for Economic and Financial Affairs of the European Commission. He holds a Doctorate in finance from Paris-Dauphine and degrees in econometrics from the University of Strasbourg. His doctoral thesis was awarded the French Finance Association (AFFI) prize in Corporate Finance and the Fondation Banque de France prize in Money, Finance and Banking. Previously, he was a visiting scholar at the University of Maryland and he also has 4 years of experience working as risk controller and economist in a Paris-based asset management company. His research in Corporate Finance focuses on the interactions between financing frictions and product market competition, and on the effects of labor intensity on firm risk and stock returns.