Dragos CABAT - CFA Institute Calendar... · Web viewInterviewed by national television stations...

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Dragos A. CABAT, CFA, MBA str. Nerva Traian nr. 7, Bloc M66, apt. 27 sector 3, Bucuresti 031042 mobile: ++40 722 631 319 e-mail: [email protected] MEMBERSHIP IN PROFESSIONAL ORGANISATIONS AND CFA INSTITUTE ACTIVITY President of CFA Romania since 2007. Vice-president and Programs Chair , 2004 – 2007. President , 2001 - 2004. CFA Romania was admitted as the 108 th worldwide member society of the CFA Institute in February 2002. Main activities with CFA Romania include: Preparation, organization and participation to CFA Romania events: 60 years’ CFA Institute Aniversary (11 June, 2007) CFA Romania Forecast Dinner (2 events, in 2007 and 2008) CFA Romania charter award ceremony (5 events, 2002-2007) CFA Program Presentation (4 events, 2003-2007) Selection of scholars for CFA Institute Scholarship (2001- 2008) CFA mock exam, in collaboration with Boston Society (2006- 2008) Joint events with Reuters Joint event with Insurance Association Joint event with ASE Bucharest Increased awareness of CFA designation and CFA Romania through interviews in media (press, TV, radio), as a speaker to conferences in Romania and abroad Member of the CFA Institute (former Association for Investment Management and Research) since 1998. Member of the Professional Development (PD) Committee of the CFA Institute 2006-2007. Member of the Standard Setting Panel for the CFA examination in June, 2007 and June, 2008. Page 1

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Dragos A. CABAT, CFA, MBAstr. Nerva Traian nr. 7, Bloc M66, apt. 27

sector 3, Bucuresti 031042mobile: ++40 722 631 319

e-mail: [email protected]

MEMBERSHIP IN PROFESSIONAL ORGANISATIONS AND CFA INSTITUTE ACTIVITY

President of CFA Romania since 2007. Vice-president and Programs Chair, 2004 – 2007. President, 2001 - 2004. CFA Romania was admitted as the 108th worldwide member society of the CFA Institute in February 2002.

Main activities with CFA Romania include: Preparation, organization and participation to CFA Romania events:

60 years’ CFA Institute Aniversary (11 June, 2007) CFA Romania Forecast Dinner (2 events, in 2007 and 2008) CFA Romania charter award ceremony (5 events, 2002-2007) CFA Program Presentation (4 events, 2003-2007) Selection of scholars for CFA Institute Scholarship (2001-2008) CFA mock exam, in collaboration with Boston Society (2006-2008) Joint events with Reuters Joint event with Insurance Association Joint event with ASE Bucharest

Increased awareness of CFA designation and CFA Romania through interviews in media (press, TV, radio), as a speaker to conferences in Romania and abroad

Member of the CFA Institute (former Association for Investment Management and Research) since 1998.

Member of the Professional Development (PD) Committee of the CFA Institute 2006-2007.

Member of the Standard Setting Panel for the CFA examination in June, 2007 and June, 2008.

Member of the Bucharest Stock Exchange (BSE) Indices Committee since 2007, as a representative of CFA Romania

Associate Consultant of the Romanian Banking Institute since 2005.

WORK EXPERIENCE

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2007, October – 2008, June: Deputy Country Risk Manager with Citibank, Romania (largest banking group in the world). Responsible of the Risk Management of the retail division of Citi in Romania, with main target on credit policy.

2005, September – 2007, October: Director, Risk Management Directorate with OTP Bank Romania, member of the OTP Group (the largest financial group in Hungary). President of the Retail Credit Committee since 2006, and Vice-president of the Credit Committee since 2007.

2001, March – 2005, September: Head of Credit Policy and Process, Project Manager, Head of Macroeconomic Research, Branch Manager with UniCredit Romania, member of UniCredito Group (the second largest banking group in Italy).

Head of Credit Policy and Process: responsible for the introduction and management of the credit policies, design and implementation of new credit products within the corporate banking side of the bank.

As a Head of Macroeconomic Research, I issued macroeconomic and banking sector research papers in liaison with UniCredito headquarters in Milan, covering New Europe (CEE Countries).

Branch Manager: I was responsible for the project of launching Oradea branch of the bank, including hiring personnel, organizing the activity, building a portfolio of clients and liaising the branch with the other members of the organization.

1998, December – 2001, February: Corporate Finance Executive with Demir Securities. In charge with origination and execution of corporate finance deals on the investment banking side. Additionally, coordinated research activity covering equities listed on the Bucharest Stock Exchange (BSE).

1995, July – 1998, November: Chief Financial Advisor with Intervam, a brokerage house. I worked closely with the investment bank WestLB of London, on both research and CF side and with Credit Commercial de France on CF deals.

EDUCATION

2000, September: CFA (Chartered Financial Analyst) charter holder. Designation conferred by CFA Institute.

The Chartered Financial Analyst (CFA®) Program is a globally recognized standard for measuring the competence and integrity of financial analysts.

1997 – I was granted one of the five International scholarships offered by AIMR (currently CFA Institute) for candidates to the CFA Program. The scholarship covered enrollment cost, registration for the level I exam, and the cost of the CFA Curriculum materials.

1994, May – 1995, April: Canadian MBA ProgramMaster of Business Administration diploma. Courses were taught by Canadian Professors from McGill, and UQAM.

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1987, September – 1993, July: Bachelor in Engineering of mechanical engineering from the Polytechnics Institute, Faculty of Engineering.

1993, March – 1993, June: The Linguaphone Institute.English for business Certificate issued by the London Chamber of Commerce and Industry.

OTHER ACTIVITIES

Published a large number of articles related to commercial banking, macroeconomics and financial analysis in newspapers (Ziarul Financiar) and magazines (Business Week Romania, Business Magazin, Biz, Capital, Adevarul Economic, Bilant) in Romania, the UK (Professional Investor), and the US (CFA Magazine).

Quoted by news agencies (Reuters, Bloomberg, Mediafax, NewsIn) on various economic and political issues in Romania.

Interviewed by national television stations (The Money Channel, Realitatea TV, ProTv, Antena 1) and radio stations (BBC, Delta Rfi) on various economic topics.

OTHER SKILLS

Languages:English proficientFrench mediumRomanian native languageBulgarian medium

Computer – high level of PC literacy: Word, Excel, PowerPoint PageMaker; Visual C

Personal data:Date of birth: 24 November 1967Marital status: married

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