CFA Society Atlantic Canada Eleventh Annual
CFA Institute Research Challenge Local Final
February 17, 2018
CFA Society Atlantic Canada is pleased to announce that Dalhousie University has won the Atlantic Canada local competition of the CFA Institute Research Challenge
and now advances to the Americas Regional where it will compete against universities from the United States, Canada, and Latin America.
The Dalhousie University team consists of Kelly Hawa, Karah Lee, David Hatcher, Dharshan Imbiraj, Christian Thomas and faculty advisor, Jun Zhou.
The following universities competed with Dalhousie University at the local competition:
Saint Mary's University (Runner Up)
University of New Brunswick
Saint Francis Xavier University
Université de Moncton
Each university sent a team of three-to-five students to participate in the local challenge.
The local competition was the first of two steps for a local team to advance towards the
Global Final. The students from Dalhousie University will now travel to the
Americas Regional on March 19 & 20 in Boston, Massachusetts, where they will match thier wits, analytical skills and
presentation abilities against other student teams from the United States, Canada and Latin America.
The winners of the three Regionals (Americas, EMEA, and Asia Pacific) will then advance to compete in the Global Final.
The students presented their analysis of a buy/sell/hold recommendation on Major Drilling Group International Inc.
Their presentation at the local final was the culmination of months of research,
interviews with company management, competitors and clients as well as presentation training skills.
This year's CFA Institute Research Challenge hosted by CFA Society Atlantic Canada was sponsored by Kaplan Schweser, Bloomberg &
Franklin Templeton Investments.
CFA Society Atlantic Canada would like to thank all the graders, judges and mentors.
Your contribution and dedication is very much appreciated.
Members of the winning team from Dalhousie University:
Kelly Hawa, Karah Lee, David Hatcher, Dharshan Imbiraj, Christian Thomas and faculty advisor, Jun Zhou.