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Research Challenge

February 13, 2020
4:00 PM - 7:30 PM

Wellshire Event Center
3333 S Colorado Blvd
Denver, CO 80222

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.

Participating Schools

Colorado Mesa University 
Colorado State University
University of Colorado at Boulder
University of Colorado, Colorado Springs 
University of Denver 
University of Wyoming 

Participant Resumes

Subject Company: Advanced Energy Industries

Advanced Energy shapes and transforms how power is used, delivered, and managed.

We are a global leader in the design and manufacturing of highly engineered, precision power conversion, measurement and control solutions for mission-critical applications and processes. Our power solutions enable innovation in complex applications for various industries that include semiconductor equipment, industrial, manufacturing, telecommunications, data center computing, and healthcare.

With engineering know-how and responsive global service and support, we build collaborative partnerships to meet technology advances, propel your growth, and innovate the future of power.

Advanced Energy  | Precision. Power. Performance.

Special Thanks to our Sponsor... 


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 20-21, 2020 in New York, the Global Final will take place on April 22, 2020 in New York.


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.



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