Global Champion to be Named in Chicago


The CFA Institute Research Challenge is celebrating the 10 year anniversary of the program in big fashion this April in Chicago. This year’s annual global competition, which provides university students with hands-on mentoring and intensive training in financial analysis, will gather 106 university teams from across the world — out of the original 950 teams participating — where they will strive to be named global champion.

Students competing in the challenge work in teams to research and analyze a publicly traded company, sometimes even meeting face-to-face with company management. Each team writes a research report on their assigned company with a buy, sell, or hold recommendation and may be asked to present and defend their analysis to a panel of industry professionals. There are three main levels to the competition: local, regional and global.

On 14 April, following the ENGAGE® International Investment Education Symposium, the global final of the Research Challenge will take place. Here, the top 4 teams will give a 10 minute presentation highlighted by a “Buy, Sell or Hold” recommendation on what they would do with a share of a publicly traded company’s stock. This will be followed by 10 minutes of questions and answers with a panel of judges. The judges will then evaluate each team’s performance and a winner of the 2015-2016 competition will be crowned.

Attendees of the ENGAGE conference are invited to attend the Research Challenge global final and stay for the closing reception sponsored by Kaplan Schweser.

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