CFA Jordan's workshop sheds light on Equity Valuation

The workshop featured a lecture by the French economic expert, Ms. Sophie Blanpain.

The workshop, driven by Blanpain, demonstrated modern techniques of equity valuation. Attendees included CFA Jordan's members, candidates and potential candidates, as well as representatives from CFA Jordan's official sponsors including Global Investment House, Capital Bank-First Investment Group, Euro Arab Insurance Group, Osool Investment & Financial Services Company, and Amwal Invest.

"This workshop furthers our objectives of contributing to the development of the investment knowledge base and professional practices in the Jordanian investment community. It is our goal to build on this event through hosting a series of workshops lead by globally recognized economic and financial experts who will introduce even more of the most recent theories and findings in our field," said Sami Nabulsi, President of CFA Jordan.

Nabulsi added, "We are pleased to host Ms. Blanpain, a leading expert in equity valuation and analysis, and we look forward to further benefit from her expertise in future lectures."

Commenting on the content of the workshop itself, Ms. Blanpain said, "Equity valuation is vital in the investment process and is a significant bedrock in the decision making process. Its importance stems from its scientific appeal and would have serious implications on investments depending on its application."

Ms. Blanpain, an independent consultant, specialises in teaching equity valuation and analysis to fund managers and analysts. Previously, she worked at Morley Fund Management, initially as a Sector Strategist and Valuation Specialist before recently moving to become Head of Equity Research. Prior to joining Morley, she worked in Baines Gwinner's Asset Management Division, where she was responsible for educating senior fund managers and analysts on company valuation techniques and portfolio construction. Ms. Blanpain also worked at Citibank as a Senior Analyst for the European Investment Product Division and Credit Suisse First Boston as a European Equity Strategist. Blanpain holds a diploma with highest honors from the Institute D'etudes Politiques De Paris and is FSA qualified.

CFA Jordan is a Member Society of the CFA Institute which was first established on June 11, 1947 when representatives from financial analyst societies in Boston, Chicago, New York, and Philadelphia joined forces to form the National Federation of Financial Analyst Societies (NFFAS) to promote the exchange of ideas, develop a code of ethics, and support the welfare of the societies and their members. NFFAS' name was later shortened to the Financial Analysts Federation (FAF). In 1990, the FAF merged with the Institute of Chartered Financial Analysts (ICFA) to form the Association of Investment Management and Research (AIMR), which is now CFA Institute.