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updated 8/13/2018
2019 CFA Institute ​Research Challenge


The CFA Society Hartford hosts a local competition as part of the annual CF​​A Institute Global Research Challenge (the Research Challenge) in association with the CFA Society Providence​ and CFA Society Stamford. The Research Challenge is an investment competition among university students at the gradua​te and undergraduate level. One team of three to five students per university is challenged to conduct an equity analysis of a public company, specified by the CFA Society Hartford. Two teams per university may be allowed at the discretion of the CFA Society of Hartford.  Each team is required to prepare a written analysis and finalists will conduct a 10 minute oral presentation for a panel of judges. The students' work is judged by industry professionals.  Each team may be provided one faculty adviser that is selected by the team's university. The adviser will be the team's point o​f contact with the CFA Society Hartford. Winning local teams have the opportunity to move on to the regional competition.  View information about the 2018 Research Challenge and 2016 & 2017 Research Challenge.  

Official Rules​ - research_challenge_official_rules.pdf

Fact Sheet​ - rc_factsheet.pdf

Visit CFA Institute for more information.​​​

​Contact:  Ric Filippelli, CFA, Vice President Education 

2019 EVENTS​

Kick-Off Meeting for Students, industry mentors, faculty advisors and target company
Monday, October 22, 2018 5:​30 to 8:00 p.m
The Hartford Club
Investor Presentation by Target Company - Telephone Conference Call

Team questions​​ submitted to Target company via email to CFA Society Hartford.  Email to:

Response to questions from Target Company via email to CFA Society Hartford

Papers must be emailed to by 11:59 PM.​

UCONN GLBC Observation Deck​​
Finalist - Verbal Presentations to Panel of Judges & Award Ceremony

​America's Regional Competition
Winning team UCONN (Storrs) ​​participates

Global Final 
Winning team from Americas Regional Competition attend Global Competition