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 Local Challenge Information

​Subject Company: 
Cervus Equipment Corporation


2020 Schedule of Events

October 25, 2019
Deadline to register with CFA Institute

November 21, 2019
Subject company presentation conference call

February 3, 2020
Team Written Report due

February 28-29, 2020
Local Prairie Competition
All events will take place at the Westin Downtown

April 20-21, 2020
Americas Regional Final
New York, NY, USA

April 22, 2020
Global Final
New York, NY, USA
 
Participating Universities:

Mount Royal University
Northern Alberta Institute of Technology (NAIT)
University of Alberta
University of Calgary (2 teams)
University of Lethbridge
University of Manitoba​ (2 teams)
University of Regina​
University of Saskatchewan
University of Winnipeg

 CFA Institute Research Challenge

How the Challenge Works 
Local CFA Institute volunteers work in conjunction with participating local universities to assemble teams of 3-5 business and finance students. Each team works directly with a mentor to research and prepare an equity research report on a publicly traded company.

Each team's findings are locally evaluated by high-profile panels of heads of research, portfolio managers, and chief investment officers from some of the world's top firms. Local champions advance to regional competitions in the Americas, Asia Pacific, and EMEA, and then to the global final.

Click here to learn more.

Benefits of Participation 
Students: Develop your resume/CV through hands-on mentoring and intensive training in company analysis and presentation skills. 

Universities: Showcase your university on a global scale and provide your students with practical training and invaluable exposure to top industry professionals.

Mentors and Panelists: Encourage best practices in research within the next generation of investment professionals and help give back to the investment profession in a high-impact manner.

Volunteer Opportunities
  • Industry Mentors: hands on work with university students
  • Report Graders: review and grade student research reports
  • Presentation Judges: ​listen to and critique student stock recommendations
Contact Jade Marage​ to get involved.

 Student Resources

​​Official Rules​​​

Report Front & Back Pages​


2020 Champions - University of Sydney
2019 Champions - Ateneo de Manila University
2018 Champions - University of Lausanne
2017 Champions - Barna Business School

Frequently Asked Questions

Who is eligible to compete?

Both undergraduate and graduate students.

How can I register? 

Typically, teams are selected and organized by a professor or department head at the university. Reach out to your professors to let them know of your interest in participating and learn more.

How is the Research Challenge different from a "stock-picking" competition?

Students conduct in-depth analysis on a single company and produce a full equity research report. The winning team is chosen based on the thoroughness of its analysis and knowledge of one company rather than whether their predictions of the stock price are correct.