|Opportunity: Industry Mentor (3)|
Your role as an industry mentor is to impart a "real-world" industry perspective into the students' theoretical knowledge base. Industry Mentors should not be responsible for teaching students how to perform specific analysis. Industry Mentors will review the team's written work and presentation. They will provide comments only. Industry Mentors should be CFA charterholders with at least 5 years of experience in a a position focusing on company analysis. Contact with the students is limited to six hours total prior to submitting the written report plus an additional two hours for each of the local, regional, or global finals in which the team participates.
Industry Mentors receive 1 CE Credit and 1 SER Credit
Opportunity: Graders (10)
CFA Society Calgary is looking for 10 graders to review and critique the written research reports for this season's CFA Institute Research Challenge.
Graders are analysts, portfolio managers, or other professionals with experience in either preparing or reading sell-side research. As a grader, you will review reports and score them according to a predetermined point system. This score will be worth 50% of the overall score for the team.
There are 4 reports to review; you will be given a 3-week time period (January 15-February 4) to review them. You will score each section and provide constructive comments to the teams on their reports. The time you spend will vary, but an estimate is two hours per report.
Graders receive 4 CE Credits
Opportunity: Judges (9)
Your role as judge would be to listen to the student presentations (ten minutes in length), quiz the students on their research and recommendation, and evaluate them accordingly. No advanced preparation is needed.
The event will take place on Saturday, February 10, 2018 from 8:00 AM until 1:30 PM. The commitment for this volunteer position is as a judge on a panel on the day of the presentations. The presentations will run from 8:00 AM to 11:30 AM and will be followed by a luncheon with a speaker and the announcement of the winning team.
Judges receive 4 CE Credits
Opportunity: Timekeepers (2); Ushers (2); Program Assistant (1)
Your role as a Timekeeper will be to sit in the first row of the presentation room with a stopwatch and "One Minute" warning sign in plain sight of the students and next to the judges. The Timekeeper will invite the team to come to the front of the room once the judges are ready to hear the presentation. Between presentations judges can take a few minutes to compile their thoughts. They will tell the Timekeeper when they are ready for the next team. The time commitment will be 4-5 hours on the day of the presentations – February 10, 2018.
Your role as Usher will be to organize the teams assigned to your room ensuring they are ready to go once the Timekeeper indicates the judges are ready to hear the presentation. Ushers will ensure that the upcoming team quietly waits their turn and cannot hear any other presentations. Once the upcoming team has entered the room the Usher closes the door and should not allow people to enter the room because this can cause a distraction. The time commitment will be 4-5 hours on the day of the presentations – February 10, 2018.
Your role as Program Assistant will be to assist Society staff as required on the day of the event – February 10, 2018. The time commitment for this position is 5-7 hours.