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 CFA Institute Research Challenge hosted by CFA Society Buffalo and CFA Society Rochester

The  CFA Institute Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with peers from the world’s top finance programs. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.

The Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition.  Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.  

 Subject Company

Astronics Corporation

The CFA Institute Research Challenge of Western New York is being hosted by Niagara University on Monday, February 18, 2019.  The subject company is Astonics Corporation and 10 universities will be competing for the right to represent the CFA Society Rochester and CFA Society Buffalo.

 Schedule of Events

​February 18, 2019 CFA Institute Research Challenge of Western New York Niagara University 
​April 23-24, 2019 ​Americas Regional ​New York
​April 25, 2019 ​Global Final ​New York

 

 Participating Universities

                                                                                           

          

 Thank you to our Local Level Sponsors

Headline Sponsor

 

   

Leadership Sponsor 

 

Exhibition Sponsor

        

 Volunteer Opportunities

For more information, contact Dr. Richard Wall, CFA or Jeff McCormack, CFA

 Folllow us!

 2019 February

Canisius College is Americas Regional Champions for the 2019 CFA Institute Research Challenge

After winning the CFA Institute Research Challenge of Western New York in February, the Canisius College team, representing CFA Society Buffalo and CFA Society Rochester, advanced to become Americas Regional Champions reaching the Global Finals in New York City on April 24-25.  Canisius became the only US university to reach the Global Finals out of originally 485 participating, and one of the elite "Global Final Five" out of over 1,100 universities competing world wide.  Canisius is now one of only four universities in the world to reach the Global Finals twice in the last five years, and the only university in the US to achieve Global Champion status (2015) since the very first year of the Research Challenge in 2007.

 2019

2019 CFA Institute Research Challenge Champions - Canisius College

 

For the 9th consecutive year, a team from Canisius College has won the CFA Institute Research Challenge of Western New York hosted by the CFA Societies of Buffalo and Rochester on February 18, 2019.  Second place and congratulations went to the team from SUNY Oswego.  Also participating were Niagara University (event host), Cornell University, Syracuse University, University of Rochester, SUNY Geneseo, SUNY Buffalo.  The events were sponsored by S&P Global Market Intelligence, Citi, and Manning & Napier.  The subject company was Astronics Corporation.

 2018

2018 CFA Institute Research Challenge Champions - Canisius College

 

Canisius College won the 8th annual CFA Institute Research Challenge of Western New York held at the University of Rochester Simon School on February 9, 2018.  A close second place finish went to the team from SUNY Geneseo, and SUNY Buffalo placed third.  The subject company was M&T Bank, a significant challenge for its complexity as a major financial institution.  Also participating were Cornell University, RIT, Nazareth College, Niagara University, SUNY Oswego, and the University of Rochester.  Canisius competed in the Americas Regionals in Boston in March of 2018 representing the CFA Societies of Rochester and Buffalo. 

 2017

2017 CFA Institute Research Challenge Champions - Canisius College



For the 7th consecutive year, Canisius College has won the CFA Institute Research Challenge of Western New York.  The oral competition and conference was held at Canisius College on February 20, 2017, along with two keynote speaker presentations and a career panel session.  The University of Rochester team placed second, and SUNY Geneseo third.  Also participating were Cornell University, Syracuse University, SUNY Buffalo, and SUNY Oswego.  The subject company was Columbus McKinnon Corp.  Each university submitted a Wall Street quality analyst report that was graded by CFA volunteers and an oral presentation that was also judged by CFA volunteers.  Canisius will represent the CFA Societies of Buffalo and Rochester in the Americas Regional competition in Seattle, April 6-7, 2017.

 2016

Western New York Local Level Champion 

2016 CFA Institute Research Challenge Champions - Canisius College

 

Canisius College has won the 2016 CFA Institute Research Challenge of Western New York after the oral competition was held at SUNY Geneseo on Monday February 15, 2016.  Cornell University placed second, and SUNY Geneseo third.  All the universities involved did outstanding work analyzing and presenting their investment thesis on the subject company, Financial Institutions, Inc.  Canisius will represent the CFA Societies of Buffalo and Rochester in the Americas Finals to be held in Chicago on April 13-14, 2016.

 2015

2015 CFA Institute Research Challenge Global Champions 

Western New York Local Level Champion  

Research Report

Presentation

 2012

2012 Western New York Local Level Champions - Canisius College  
Research Report

Presentation