Czech CFA Society
Members of the Executive Board – 2010/2011
As elected at the 2010 Annual General Meeting on 6 May 2010
Lukáš Brych, CFA, ACCA - President
Lukáš is a manager in Transaction Advisory Services of Ernst & Young in the Czech Republic. He specializes in business valuations including value-based management issues and tangible/intangible asset valuations for various purposes.
Prior to joining Ernst & Young, Lukáš worked as an equity research analyst for an international brokerage house.
Lukáš graduated at University of Economics in Prague (major: Finance, minor: Political science) and is a licensed broker for trading in securities and derivatives. He is a member of the Association of Chartered Certified Accountants (ACCA). He joined the Czech CFA Society Board of Directors in 2006.
Petra Roberts, CFA - Vice President, Membership Chair, IT Chair (deals with members' and candidates' queries)
Petra is an independent consultant providing advisory services in the area of Investor Relations for companies listed on the Prague or other CE stock exchanges or for private companies that plan an Initial Public Offering (IPO) of their shares.
Petra started her professional career as an Equity Analyst for Eastbrokers International and later as an Equity Research Associate for CSFB working in a London and EMEA based team. She obtained the Chartered Financial Analyst (CFA) designation in 2001. In 2002 she helped to found the Czech CFA Society in the Czech Republic and has served as a member of the Board for seven years.
Lubomír Vystavěl, CFA - Program Chair, Advocacy Chair
Lubomír is Head of Equity Markets at ING Wholesale Banking, and has over past 14 years worked in various positions within investment banking research, fixed income and equity trading and sales. Prior to joining ING Lubomir has worked for one year for Československá obchodní banka, a.s. as research assistant to the advisor of the bank‘s management in the field of investment banking.
Jana Jandová, CFA - Treasurer
Jana Jandová is a manager in Deloitte Czech Republic and she specialises in Dispute Advisory Services which forms part of the Forensic Department.
She started her professional career with Slavia Capital in 2003 where she specialised in M&A advisory. She then transferred to KPMG Prague and slowly started orientating on dispute resolution services. In 2006 she moved to London where she spent three years gaining experience in all areas of forensic services. Her main experience is in international arbitrations, including bilateral investment treaty disputes, where she assisted experts in quantification of damages.
Jana became a CFA charterholder in 2008.
Marek Jindra, CFA, ACCA - Education Chair, University Outreach
Marek is Senior Manager in Ernst & Young’s Valuation Group located in Prague and he is the Capital Equipment Valuation Leader for the Central and South-eastern Europe. He also specialises in the business and intangibles valuation.
Marek has more than 7 years of experience, 2 years of that in London, working on engagements in Western and Central Europe, Africa, Asia and America.
Marek received a Master of Science in Financial management and Valuation from The University of Economics in Prague, and a Master of Arts in International Economics from The University of Staffordshire. He is currently completing a PhD from The University of Economics, where his dissertation topic is the Valuation of economic assets and liabilities and its consistency.
He is Chartered Financial Analyst, a member of Association of Certified Chartered Accountants and an associated member of the American Society of Appraisers (Machinery and equipment stream).
Radka Kučerová - Volunteers' Outreach (the candidates' representative on the Board)
Radka is the head of Research at J&T Bank Research Department within Financial Markets. Formerly she was a corporate finance analyst at sharia compliant investment asset manager SQO. Prior to moving to Prague at the end of 2008, she worked as an investment banking analyst in London with Credit Suisse. In London Radka started as a fixed income new issues analyst, eventually joining the conduit group of Credit Suisse. She holds a bachelors degree from the University of Cambridge, and is currently a level III CFA candidate.
Jan Brázda, CFA – Secretary, Employers' Outreach
Jan is a Manager in PricewaterhouseCoopers in Prague. He specializes in Project finance transactions focused predominantly on key infrastructure development in both UK and CEE region (Real Estate, Highways, Airports).
Jan has 5 years of corporate finance experience while spending his last two years in company headquarters in London. His key skills are project finance modelling, fund raising, bank negotiations, PPP/PFI project structuring and refinancing. In London Jan has successfully closed 3 transactions lately with over £100mil of funds effectively raised.
Jan graduated at University of Economics in Prague (major: International Trade, minor: Monetary Economics and Banking) having spent part of his studies in W.P.Carey School of Business at Arizona State University, USA.
Jan became a CFA charterholder in 2009.
George A. Formandl, CFA - Past President (unofficial board member)
George is a Czech-Canadian who has been based in the region since 1997. He joined Kilcullen Kapital Partners in 2003 where he was responsible for project acquisition, development and structured financing for projects in the areas of energy, real estate and private equity, and became a Partner in 2005. George is also a Partner in EnerCap Capital Partners which manages a €100 mil fund investing in renewable energy projects in the CEE region. George has been a board member of the Czech CFA Society since its inception in 2002, and has been President since 2007.