Frequently Asked Questions (FAQ)

What is ENGAGE 2016?
On Thursday, 14 April 2016, ENGAGE will open with a “Federal Reserve Perspective” by Federal Reserve Bank President Dennis Lockhart, followed by a panel discussion on the global economy, financial markets, and financial industry. Students are invited to ask questions that contribute to the panel discussions. The event will conclude with the CFA Institute Research Challenge global final and networking reception.

How long is the event?
The 2016 program will be one day on Thursday, 14 April, beginning at 7:00 a.m. with registration and concluding with the global final of the CFA Institute Research Challenge at 5:30 p.m. and a closing reception at 8:00 p.m. See the full schedule of events.

What is the CFA Institute Research Challenge?
The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Student teams work to research and analyze a publicly traded company; write a research report highlighted by a buy, sell, or hold recommendation; and then present and defend their findings to a panel of industry experts.

How do I participate in the CFA Institute Research Challenge?
The Research Challenge is already under way, so it is too late to participate this season. Typically, local competitions begin in the fall of each year (for the Americas region). For more information on participating next season, please contact your local CFA member society or the Research Challenge team.

Will there be any other student stock pitch or portfolio competitions this year?
There will not be any additional student competitions this year. ENGAGE delegates will have the chance to view the CFA Institute Research Challenge global final, which will feature the top four teams from across the world, on Thursday evening.

How do I register for ENGAGE 2016?
ENGAGE 2016 Registration

What are the registration fees? (ENGAGE 2016 Registration)
Students: US$200
Faculty: US$375
Professionals: US$675

How do I register a group from my university?
Please use the group registration form (PDF) and indicate how many student, faculty, or professional registrations you would like to purchase. You may pay by check or credit card or have an invoice issued to you or someone at your university. Once payment is received, you will be provided with a promo code for the members of your group to use when registering.

What is the dress code for ENGAGE 2016?
Professional business attire is expected throughout the conference.

What meals are included in my registration?
All meals on Thursday, 14 April, are included in the registration fee, including continental breakfast, refreshment breaks, lunch, and a networking reception.

Where is the event taking place?
ENGAGE 2016 will be held at the Hilton Chicago.

Hilton Chicago
720 South Michigan Avenue
Chicago, IL 60605

Where should I stay?
We have arranged a group block of rooms at the Palmer House. You must refer to the “ENGAGE group” when contacting the hotel, and reservations should be made by 22 March 2016 to take advantage of the discounted rate of US$189.

Palmer House, A Hilton Hotel
17 East Monroe Street
Chicago, IL 60603
Tel: +1 (312) 726-7500

Is transportation provided?
The Hilton Chicago is approximately a 15-minute walk (seven blocks) from the Palmer House. Given the short distance, transportation will not be provided.

If I drive to ENGAGE 2016, will there be parking available?
Parking is available at the Hilton Chicago for US$55 or at the Palmer House for US$43.

Does ENGAGE 2016 qualify for continuing education credits?
ENGAGE 2016 qualifies for 5.5 credit hours. For CFA Institute members, these credit hours will be updated automatically in your online CE Tracking auto-entry.

What are other attractions in Chicago?