CFA Society France

A Member of the CFA Institute Global Network of Societies

 

 

Global Gold Sponsor

 

 

 Local Final Winners 2015

Congratulations to Toulouse Business School!

 

For their first participation to the Research Challenge, the team will represent France
at the EMEA Final in Amsterdam in April.

See their report
 

 

 Judges

Patrice Courty – Moneta Asset Management

Patrice is a graduate of HEC business school, class of 1986. He started his career in equity sales for Société Générale in Paris, from 1986 to 1988. He moved to Cholet Dupont, in equity sales, from 1988 until 1998. Between 1997 and 1999, he was European Equity Sales Director of Crédit Lyonnais Securities in London. From 1999 until 2000, he managed the Athos Fund at Athos Fund Management in London. From 2001 until 2003, he managed the Totem Fund at Malo Fund Management in London.  Since 2003, he is co-director of Moneta Asset Management where he manages the Totem and Moneta Long Short funds.

 

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 and Tunis and is the largest independent research company in France. Matthias Desmarais oversees a team of financial analysts covering 275 listed companies, of which 180 are French.
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.

 

David Pastel – Pastel & Associés

David Pastel, a graduate of the Ecole Polytechnique and of E.N.S.A.E. (École Nationale de la Statistique et de l’Administration Économique), with a DEA (Diplôme d'Études Approfondies) in finance and international economics from Paris-Dauphine University, David Pastel is also graduate of I.A.F. (Institut des Actuaires Français), and Chartered Financial Analyst (CFA Institute).
David Pastel began his career in 1985 in the options market with Banque Indosuez and Midland Bank in New York. In 1991, he joined Towers-Perrin in Paris as head of pension fund and asset management consulting.
In 1993, he moved to insurance group GAN Assurances (Groupe des Assurances Nationales) where he worked as the actuarial advisor to the asset management arm of the group, before becoming an equity portfolio manager.
In 1995, he became head of publicly-traded equity investments for MAAF Assurances (Mutuelle d’Assurance des Artisans de France).
In December 1997, he founded investment management company Pastel & Associés as Portfolio manager-analyst, Chairman and Chief Executive Officer.

 

Vincent Strauss - Comgest

Vincent Strauss has over 35 years' investment experience, 20 of which were gained with Comgest. He graduated from the HEC business school (Lausanne) and holds a PhD in Economics. He started his career at Crédit Commercial de France and was responsible for the firm's institutional operations. In 1982, he joined Banque Indosuez (Paris) as a portfolio manager supervising the Pacific Basin markets. He was a Director at Batif before moving on to Multifinance International. Vincent joined Comgest in 1994 and is today Chairman of Comgest Global Investors (the Comgest Group's holding entity) and CEO of the Comgest Group. Vincent is one of the lead portfolio managers of Comgest's Global Emerging Markets and Global Equity strategies.

 Schedule

4 November 2014: Training FactSet and Kick-Off Meeting
This meeting will provide you with all the information relating to the competition as well as present our sponsors, FactSet and Oddo & Cie.

14 November 2014: Corporate Presentation. 
The company chosen this year will present their financial results and you will have the opportunity to ask questions.

12 January 2015 – 23.29 GMT+1: 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.

5 February 2015: Local Final, Paris
The 4 finalist teams will present their report to a jury comprising 4 asset management professionals (see above). The presentation will be followed by questions from the jury. The results will be announced shortly after all the presentations.

1-2 April 2015: EMEA Regional Final, Amsterdam

17 April 2015: Global Final, Atlanta

 Subject Company

 

Group Bel

With five universal core brands, including The Laughing Cow®, Kiri®, Leerdammer®, Boursin® and Mini Babybel®, and over 25 local brands, the Bel Group brings smiles to nearly 400 million consumers annually in 120 countries around the globe.

 Finalist teams

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

  • ESSEC
  • LILLE2
  • Toulouse Business School
  • Université Paris - Dauphine

The final took place on Thursday 5 February.

 Participating Universities

  • ECE Paris
  • EDHEC
  • EM Grenoble
  • EM Lyon
  • ESCP Europe
  • ESSEC
  • HEC
  • IAE Gustave Eiffel
  • ICN
  • IESEG
  • Neoma Business School
  • Toulouse Business School
  • Université d'Angers
  • Université Dauphine
  • Université Lille 2

 Mentors

  • Eric Chatron, CFA
  • Julien Coudert, CFA
  • Xavier De Taisne,  CFA
  • Thibault Goix, CFA
  • Arnaud Ibanez, CFA
  • Laurent Inglebert , CFA
  • Jonathan Jimenez, CFA
  • Julien Jozereau, CFA
  • Boubaka Kabore, CFA
  • Géraud Manhés, CFA
  • Pierre Merveille, CFA
  • Keith Ney, CFA
  • Pierre Alexandre Petit, CFA
  • Grégory  Rousseau, CFA
  • Lewis Michael Maredith Smith, CFA

 Graders

  • Maxime Dupuis, CFA
  • Jean Echiffre, CFA
  • Nina Majstorovic, CFA
  • Grégory Molinaro, CFA
  • Pierre Verle, CFA

 Sponsors