CFA Institute, 60 Years Serving Professional Excellence

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1 Luxembourg CFA Society presents CFA Institute, 60 Years Serving Professional Excellence With the support of his Excellency Minister François Biltgen, Minister of Labour and Employment Minister for Culture, Higher Education and Research Minister for Religious Communities Thursday 14 th June 2007, at 16h45 at Fortis Banque S.A., Kirchberg Fortis Banque Luxembourg S.A. Salle des Pas Perdus 50 av. J.-F. Kennedy L-2951 Luxembourg

2 Dear Guest, In June 2007, CFA Institute turns 60 years old. During the past 60 years, its founders and those who continued their work strove to improve the education, ethics, standards, and availability of information for capital markets participants. Their dedication is evidenced by the global growth of and participation in the CFA Program, the promulgation of member societies around the world, and the strength of the CFA Institute Code of Ethics and Standards of Professional Conduct. In 2002, the Luxembourg CFA Society was founded and became part of what is now the largest community of investment professionals worldwide. We are delighted to invite you to join us to celebrate the 60th anniversary of the global investment profession. At this event, we will look at where our profession comes from and talk about the future. With leading consultants and human ressources professionals of leading financial institutions, and through an interactive panel discussion, we will address the importance of the CFA designation for the competitiveness of Luxembourg as financial center. We are particularly pleased to have received the support of the Minister for Higher Education, François Biltgen, who has kindly agreed to talk during this evening. This event will offer the opportunity for valuable networking among CFA candidates, CFA charterholders and other key professionals from the Luxembourg investment industry. Best regards, Léon Kirch, CFA President Luxembourg CFA Society This conference is by invitation only and free of charge. Please register by to or by fax with the attached registration form before Tuesday, June 12 th Since places are limited, we encourage those interested in attending this conference to register as soon as possible. Parking is available. We look forward seeing you there.

3 Agenda 16H45 17H00 17H30 17H40 18H00 19H00 Welcome coffee Introduction by Minister François Biltgen - Minister of Labour and Employment, Minister for Culture, Higher Education and Research, Minister for Religious Communities Welcome address by Léon Kirch, President Luxembourg CFA Society CFA Institute: History, Present and Future. José Luis Velasco, RBC Dexia and Board Member CFA Institute "CFA designation and Luxembourg financial market". Panel discussion led by Christian Welter with Christine Deckenbrunnen (HR Director, Fortis), Bernhard Dedenbach (Managing Director Korn/Ferry International), Léon Kirch (President, Luxembourg CFA Society), Marc Niederkorn (Partner, McKinsey Luxembourg) and José Luis Velasco (Member Board of Directors, CFA Institute) Cocktail Registration Form CFA Day 14 June 2007 Thursday 14 th June 2007 at 16h45 at the Fortis Banque Luxembourg S.A. (Kirchberg), Salle des Pas Perdus, 50 av. J.-F. Kennedy, L-2951 Luxembourg. In order to confirm your participation, please complete and return this form by mail or fax no later than Tuesday 12 th of June 2007, 12h00 noon to: I will attend YES NO Birthe Bruhn-Léon / Fax: (+352) or events@cfa.lu First name: Company: Surname: address: CFA Institute member or candidate number (if applicable)

4 Speakers Christiane Deckenbrunnen, after having studied Business Administration at the University of Liège, joined Fortis Banque Luxembourg (formerly Banque Générale du Luxembourg) in She was active in different areas of thebank - economical studies, client portfolio management, branch management - before joining the Human Resources Departement in Since 2005, Christiane Deckenbrunnen is Human Resources Director. Bernhard Dedenbach is a Senior Client Partner and Managing Director of Korn/Ferry International in Luxembourg. Prior to this, he was business development manager for Banque Générale du Luxembourg, the leading bank in the Grand-Duchy of Luxembourg, where he was responsible for the rapid growth of their private banking division. Prior to this, Bernhard worked in corporate communications and public relations with the German industrial company, Fried. Krupp GmbH. He graduated from the European Bank Academy, Luxembourg. A German national he graduated from Bonn University, Germany, in modern languages and literature. Léon Kirch CFA, was born in Luxembourg in He studied at the Ecole de Commerce Solvay and the Université Libre de Bruxelles, graduating with a Masters degree in Sciences Management in Following a five-year stint in the Asset Management Department of Banque de Luxembourg, where his main functions included managing in-house equity investment funds and buy-side equity analysis, he joined Nordea S.A. Luxembourg at the beginning of He is co-fund manager of Nordea European Value Fund, a long only equity fund with net assets in excess of 3.5 billion EUR. Marc Niederkorn is a Partner with McKinsey&Company Luxemburg office. He holds a BA from HEC Paris and an MBA from Stanford GSB. Prior to joining McKinsey, Marc has worked as a Business Analyst with Mercer Management Consulting in Paris, London and Washington and as an Associate in the FIG M&A group of Morgan Stanley in London. Since he joined McKinsey, Marc has mainly worked in banking, insurance and telecommunications and has served public institutions. José Luis Velasco, CFA, is member of the Executive Committee of RBC Dexia Investor Services Bank in Luxembourg where he supervises the financial markets activities, the product management activities and fund distribution support. He also serves as board member of RBC Dexia IS Spain and of Fintelect in Madrid, and is the Chairman of the Board of RBC Dexia IS Banque France. Prior to coming to Luxembourg, José Luis Velasco served as CEO of the RBC Dexia IS subsidiary in Spain, and from 2003 to 2005, he was also responsible for RBC Dexia French operations. Prior to RBC Dexia, Mr. Velasco's professional experience covered the areas of portfolio management, securities sales and research, commercial banking and auditing. He serves on the Board of Directors of the CFA Institute and also on the Editorial Board of the CFA Digest. Prior to that he has served on the former AIMR Global Council, on the European Investment Performance Committee, as Chairman of the SIPC (Spanish Investment Performance Committee), and also as Chairman and Vice-Chairman of the CFA Institute Society Spain. In addition to holding a CFA charter, Mr. Velasco is a Spanish CPA, holds a BSc in Economics from the Universidad Autonoma de Madrid and an MBA from the IMD Lausanne. Christian Welter (moderator) is a journalist and news presenter at Radio 100,7, a leading Luxembourgish public radio station. After being awarded a university degree from ULB of Brussels, Welter began the first four years of his media career with postings in London and then later Copenhagen. During the last six years, Mr. Welter has focused his reporting in the area of economical and financial events.

5 Association Profile About Luxembourg CFA Society Luxembourg CFA Society is a non-profit organisation of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, Luxembourg CFA Society promotes high ethical and professional standards within the investment industry. With currently more than 140 individual members, the Society facilitates the exchange of information and opinions among people within the local investment community and beyond, and works to further the public's understanding of the CFA designation and investment industry. As one of CFA Institute member societies, our society connects members to the largest global network of investment professionals. About CFA Institute CFA Institute is the global, non-profit professional association that administers the Chartered Financial Analyst curriculum and examination program worldwide, publishes research, conducts professional-development programs, and sets voluntary, ethics-based professional and performance reporting standards for the investment industry. CFA Institute, at its 60 th anniversary in 2007, has more than 90,000 members in about 140 countries around the world, all being committed professionals striving to set the highest standards of ethics, education and professional excellence. CFA Institute, formerly known as AIMR (Association for Investment Management and Research) is headquartered in Charlottesville, VA, USA, with regional headquarters in London and Hong Kong.

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