CFA Societies Texas

 CFA Institute Research Challenge of the Southwest U.S.

Schedule for 2017 - 20182008 IRC-Texas Winners and Regional finalists: The University of Houston pictured with Men's Wearhouse CFO Neill Davis.

Late September 2017: 

  • Universities/liasions introduce concept to university participants 

October 2017:

  • "How to Write a Research Report - A Buy Side Perspective" webcast (educational video for students to watch on their own found on the webcast tab of this website)
  • "How to Write a Research Report - A Sell Side Perspective" webcast (educational video for students to watch on their own found on the webcast tab of this website)
  • October 31 - a university contact (the faculty member responsible for the team) submitted to John and/or Sharon

November - December 2017:

  • Early November -  Ethic panel webcasts (for students to watch on their own; the one from the CFA Institute is highly encouraged in order to compete). 
  • November 17, 2017 - Target Company Announcement -  Target Company is Andeavor (ANDV)
  • December 1, 2017- University teams of 3 - 5 selected
  • December 1, 2017 - Selected teams should receive the research report template
  • December 1, 2017 - Southwest U.S. Research Challenge KICK OFF and University teams must be registered on CFA Insitute's website
  • Mentors assigned to teams; please let us know if you would like to have someone assigned.

January 2018:

  • Teams submit questions for management of target company to Co-ordinators for CFA Institute Research Challenge - Southwest U.S.early January  
  • January 2018 - Company management presents to students; this event is mandatory and the only chance to interact with management. You may attend in person or via the internet.
  • Two weeks before written reports are due - Any team members substitutes must register on CFA Institute's Challenge site.  

February 2018:

  • First of February 2018, Final reports will need to be submitted to CFA Institute Research Challenge - Southwest U.S. Challenge for evaluation by graders by noon.
  • February 12, 2018 - the ten (10) finalist teams will be announced by noon.
  • February 17, 2018 - Final oral presentations occur at TIPS. TIPS will be held on Saturday, February 17, 2018.

March 2018:

  • Regionals (North and South America) in Boston on March 19-20, 2018. 
  • Global Finals will be held after the completion of the Americas, EMEA, and APAC Regionals in Seoul.