Research Challenge

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CFA Institute Research Challenge

The CFA Institute Research Challenge is an annual global competition that connects university students with investment professionals from within the CFA Society® network. The competition provides students with hands-on mentoring and intensive training in financial analysis and ethics and tests participants' analytical, valuation, reporting writing, and presentation skills.

Members of our society, along with a faculty advisor and an industry mentor, work with teams of students to value a stock, write a research report, and present their recommendations. Teams then compete with peers from other schools at local-level competitions organized and judged by CFA Society members and volunteers. The winning university team(s) from each local competition then advances to see who will become the sub-regional, regional, and global champions. 

Learn more and read FAQs See the schedule and get involved

Ohio Regional Competition

Congratulations!

Congratulations to Ohio University for winning the Southern Ohio Local Research Challenge competition hosted by CFA Society Columbus in collaboration with CFA Society Cincinnati and CFA Society Dayton. We wish you the best of luck and continued preparation for the next rounds hosted by CFA Institute. 
 
The Ohio University team is comprised of: 
 
Mason Boone 
Justin Cipollone 
Robert Greenleaf 
Jillian Moorman 
Audrey Whitman 
Faculty Advisor David Stowe and Industry Mentor Grant Hesser. 
 
Xavier University, The Ohio State University, and University of Cincinnati were well represented and also performed well in the presentation finals. 
 
We wish to extend our gratitude to all Faculty Advisors, Industry Mentors, and CFA Society Volunteers from respective local societies for their time and commitment. Special thank you to our graders, judges, and panelists for volunteering your time and sharing your background with the students. 
 
Jason Bove, CFA (Judge and Panelist) 
Emilia Connor-Brady, CFA (Judge and Panelist) 
Jayant Jangra, CFA (Judge and Panelist) 
Kateryna Protsenko, CFA (Judge and Panelist) 
Tim Steitz, CFA (Judge and Panelist) 
Christian Hviid, CFA (Panel Moderator) 
 
Joe B. (Grader) 
Emily Cozad (Grader) 
Gary Foust, CFA (Grader) 
Chauncey Joyce (Grader) 
Christopher D. Robbins, CFA (Grader) 
 
CFA Society Hosts: 
Julan Al-Yassin, CFA (CFA Society Dayton) 
Bolong Cao (CFA Society Columbus) 
Kristen Curtiss, CFA (CFA Society Cincinnati) 
Neha Parashar, CFA (CFA Society Columbus) 
Soniya Shah, CFA (CFA Society Cincinnati) 
 
Special thank you to Jennifer Mosley for ensuring everything ran smoothly and for sourcing some great awards for our winning team. 

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