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​CFA Institute Research Challenge

The CFA Institute Research Challenge is an annual global competition which provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student participant will be tested on their analytic, valuation, report writing and presentation skills and gain real-world experience as they assume the role of a research analyst.

The CFA Societies of Columbus, Cincinnati, and Dayton Ohio will host the Local Finals of the CFA Institute Research Challenge. Teams of three to five students from Ohio’s leading universities and business schools will compete for a place in the regional final taking place in New York, NY April 20-21, 2020. The successful team will then compete in the International Final, also to be held in New York, NY April 22 2020.

The CFA Institute Research Challenge offers students the unique opportunity to develop and present an equity research report and compete on a global basis. Students will learn from leading industry experts and their mentors and peers from the world's top business schools. This annual educational initiative is designed to promote best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.

 

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Congratulations to our local finals winner, The Ohio State University. Good luck at regionals!

 Jared Ablass, Matthew Boehner, Anthony Lazzeri, Eric Norlin, Daniel Ranz

Faculty Advisor - Matt Sheridan, CFA, Industry Mentor - Jim Meeth, CFA

 

Schedule:

October ,  2019 - Kick-Off Meeting 
Location: 

 

November , 2019 - Subject Company Presentation :

 

               

January , 2020 - Written Reports Due by 11:59p.m.

February 21, 2020 (1:00-5:00pm)- Local Finals 
Cincinnati, Ohio

April 20-21, 2020 - Americas Regional Challenge
New York

April 22, 2020 - Global Final
New York

 

Questions? - Contact:
Megan Eberhart, CFA

email: ohiocfarc@gmail.com

YouTube Channel: tinyurl.com/ohiocfarc

Twitter: https://twitter.com/ohiocfarc