Sub-Regional
Kickoff

4 March 2025

Sub-Regional
Announcement

27 March 2025

Regional
Semifinals

8-9 April 2025

Regional
Finals

10-11 April 2025

Global
Finals

5 May 2025

16 May 2024
Warsaw, Poland

Global Final

Champions

University of Waterloo

representing CFA Society Ottawa and CFA Society Toronto

Participants

Australian National University

CFA Society Sydney, Asia Pacific Region

Fundacao Getulio Vargas (FGV), Sao Paulo

CFA Society Brazil, Americas Region

Qatar University

CFA Society Doha, EMEA Region

University of the Philippines Diliman

CFA Society Philippines, Asia Pacific Region

University of Waterloo

CFA Society Ottawa and CFA Society Toronto, Americas Region

WHU – Otto Beisheim School of Management

CFA Society Germany, EMEA Region

Champions

University of Waterloo

representing CFA Society Ottawa and CFA Society Toronto

Australian National University

CFA Society Sydney, Asia Pacific Region

Fundacao Getulio Vargas (FGV), Sao Paulo

CFA Society Brazil, Americas Region

Qatar University

CFA Society Doha, EMEA Region

University of the Philippines Diliman

CFA Society Philippines, Asia Pacific Region

University of Waterloo

CFA Society Ottawa and CFA Society Toronto, Americas Region

WHU – Otto Beisheim School of Management

CFA Society Germany, EMEA Region

“If done diligently and with passion, the Research Challenge teaches 99% of what you need to know to analyze a company, write an investment case, and present it to the audience. Achieving the last 1% can take all your life, as there is always something to learn. As a bonus, the Challenge may help you feel more confident and improve your presentation and teamwork skills.”

Mark Temnikov, CFA | Global Champion, 2018

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