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CFA Society Atlantic Canada Eleventh Annual

CFA Institute Research Challenge Local Final

February 17, 2018
 Halifax, NS
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​ (Runne​r Up)

Acadia University

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.
Dal winning team.jpg

Members of the winning team from Dalhousie University:
Kelly Hawa, Karah Lee, David Hatcher, Dharshan Imbiraj, Christian Thomas and faculty advisor, Jun Zhou.

​ ​

 About the Research Challenge

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students gain real-world experience as they assume the role of a research analyst and are tested on their ability to value a stock, write an initiation-of-coverage report, and present their recommendations.

How it Works
CFA Institute member societies and volunteers (referred to as Local Hosts) make this annual competition possible.

At the local level, hosts are responsible for
  • recruiting volunteers (such as mentors), and
  • inviting universities in their geographic region to participate.
Find out more about getting involved at the local level
Levels of Competition
Students work in teams to research and analyze a publicly traded stock — sometimes even meeting face-to-face with company management. Each team produces an initiation-of-coverage report on their assigned stock with a buy, sell, or hold recommendation and may be asked to present and defend their thesis to a panel of industry veterans.

The winner from each local competition advances to one of the three regional competitions hosted by CFA Institute: in the Americas; the Asia Pacific; and Europe, Middle East, and Africa regions.

The winner from each regional competition will advance to the Global Final, where one team will emerge as global champion of the CFA Institute Research Challenge.
Get Involved - Volunteers

Why Marta and João Volunteer

Listen to Industry Mentor:​ Marta Calvário
Listen to Faculty Adviser: João Almeida

We rely on our CFA charterholders and other financial professionals to serve as event organizers, faculty advisers, industry mentors, graders, and judges at the local, regional, and global levels of competition.

Volunteer opportunities include:

  • Organizing a local challenge: Volunteers set up and administer a local Research Challenge competition, liaising with participating universities, local publicly funded companies, and corporate sponsors.
  • Advising a university team: Faculty advisers provide a link between the local challenge hosts and their university; they assemble the team for their university and guide students through all levels of the competition.
  • Mentoring students: Student teams are assigned industry mentors to assist them throughout the competition. The time spent with each team is limited to six hours.
  • Grading student research reports: Report graders review, critique, and score the student teams' research reports.
  • Judging student presentations: Judges listen to, critique, and score the student teams' presentations. Each presentation is 10 minutes in length followed by 10 minutes of questions and answers.

If you would like to learn more about available volunteer opportunities with the Research Challenge, please contact your local society​​