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CFA Society of Colorado 2020/2021 Research Challenge
The CFA Institute Research Challenge is a global competition that tests the equity research and valuation, investment report writing, and presentation skills of university students. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills. The final step in the local challenge is Tuesday, Feb 23, when three teams will compete to create the most compelling and intelligent analyst presentation.
Event: The CFA Institute Research Challenge
Date: Tuesday 2/23/2021
Time: 4:30 - 6:30 PM (MST)
Where: Join us via Zoom. Link will be posted shortly!
Each team will give a 10-minute live presentation followed by 10 minutes of deep questioning of their research by a panel of expert judges.
OUR TEAMS ARE:
- The University of Colorado - Colorado Springs
- The University of Colorado - Boulder
- The University of Denver
- Christian Kitchen - University of Colorado Boulder - Click here for Video!
- Kyle Taylor - University of Colorado Boulder - Resume below - Click here for Video!
- Sean Meyers - University of Colorado Colorado Springs - Click here for Video!
- Mason Martin - University of Denver - Click here for Video!
- Bobby Van Dusen - University of Denver
- Samantha Goetz - University of Denver
- Andres Pulido - University of Denver
Come join the Zoom presentation and support your favorite teams - from the first slide to the final questions and the awarding of the winning team!
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Special Thanks to our Sponsors.
HOW THE CHALLENGE WORKS
Local CFA Institute volunteers work in conjunction with participating local universities to assemble teams of 3–5 business and finance students, both graduate and undergraduate. Each team works directly with a mentor to research and prepare an equity research report on a publicly traded company.
Each team's findings are locally evaluated by high-profile panels of heads of research, portfolio managers, and chief investment officers from some of the world's top firms. Local champions advance to regional competitions in the Americas, Asia Pacific, and EMEA, and then to the global final.
The Americas Regional will take place on April 21, 2021, in virtual format, the Global Final will take place on April 22, 2021, also in virtual format.
BENEFITS OF PARTICIPATION
Students: Develop your resume/CV through hands-on mentoring and intensive training in company analysis and presentation skills.
Universities: Showcase your university on a global scale and provide your students with practical training and invaluable exposure to top industry professionals.
Mentors and Panelists: Encourage best practices in research within the next generation of investment professionals and help give back to the investment profession in a high-impact manner.
Finding Qualified Talent: When it comes to hiring interns or entry level specialists, the Local CFA Institute Research Challenge provides access to a pool of highly qualified students.
$0.00 Member RSVP
$0.00 Guest RSVP
$0.00 Student Ticket (For students participating only)