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updated 11/29/2017​
2018 CFA Institute ​Research Challenge


The CFA Society Hartford hosts a local competition as part of the annual CF​​A Institute Global Research Challenge (the Research Challenge) in association with the CFA Society Providence​ and CFA Society Stamford. The Research Challenge is an investment competition among university students at the gradua​te and undergraduate level. One team of three to five students per university is challenged to conduct an equity analysis of a public company, specified by the CFA Society Hartford. Two teams per university may be allowed at the discretion of the CFA Society of Hartford.  Each team is required to prepare a written analysis and finalists will conduct a 10 minute oral presentation for a panel of judges. The students' work is judged by industry professionals.  Each team may be provided one faculty adviser that is selected by the team's university. The adviser will be the team's point o​f contact with the CFA Society Hartford. Winning local teams have the opportunity to move on to the regional competition.  To view information about the 2016 and 2017 Research Challenges, click here

Official Rules​ - research_challenge_official_rules.pdf

Fact Sheet​ - rc_factsheet.pdf

Visit CFA Institute for more information.​

​Contact:  Pamela Minish, Vice President Education 

2018 EVENTS​

Kick-Off Meeting for Students, industry mentors, and faculty advisors.
Wednesday, November 1, 2017 5:​30 to 8:30 p.m
The Hartford Club
Thursday, December 7th at 6 pm
Investor Presentation by Target Company - Telephone Conference Call

Deadline: Midnight Monday, December 4th.  
Team questions​​ submitted to Target company via email to CFA Society Hartford.  Email to:

Response to questions from Target Company via email to CFA Society Hartford

January 26, 2018
Papers must be emailed to by 11:59 PM.​
Top three teams: UCONN Graduate Program, UCONN (Storrs) & University of New Haven

February 21​, 2018
UCONN GLBC Observation Deck​​
Finalist - Verbal Presentations to Panel of Judges & Award Ceremony
Winners - UCONN (Storrs) Team

19-20 March 2018
Boston, USA
​America's Regional Competition
Winning team UCONN (Storrs) ​​participates

20 April 2018
Global Final 
Winning team from Americas Regional Competition attend Global Competition