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updated 5/2/2019
2019 CFA Institute ​Research Challenge

The CFA Society Hartford hosts a local competition as part of the annual CFA 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 graduate 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 of contact with the CFA Society Har​tford. Winning local teams will have the opportunity to move on to the regional competition in New York, NY in April 2019 and potentially, the global competition which will also be held in New York, NY in April 2019. ​

2019 Event Sponsored by:

View information about the 2018 Research Challenge and 2016 & 2017 Research Challenge.  

Official Rules​ - research-challenge-official-rules.pdf

Fact Sheet​ - rc-factsheet.pdf

Visit CFA Institute for more information.​​​

To View Video from the Local Research Challenge Kick-Off Event (2018) - scroll to the bottom of the page

​Contact:  Ric Filippelli, CFA, Vice President Education 


Congratulations to University of Connecticut, Hartford Graduate Team for winning the 2019 Hartford Research Challenge finals competition on February 25, 2019!  The team members are as follows:

  • Tianjiao Chai (Talia) - Student
  • Ying Chen - Student
  • Reginald Joazil - Student
  • Abhishek Srivastava - Student
  • Suzan Talo - Student

Paul Gilson - Faculty Advisor

Hal Granger - Mentor

B​est of luck to our University of Connecticut team as they go to NYC in April to compete in the Regional (and hopefully Global) competition!


Last week, the CFA Institute held the Americas Regional and Global Finals of the CFA Research Challenge in New York City.  A huge congratulations goes out to the University of Connecticut - Hartford team that delivered a fantastic presentation in the semi-final round of the Regional competition.  Although they did not advance to the Final round, they represented our local Societies(Hartford, Providence, and Stamford) commendably!!!

The University of Connecticut - Hartford team is comprised of the following members: 

  • Tianjiao(Talia) Chai
  • Ying (Cheryl) Chen
  • Reginald Joazil
  • Abhishek Srivastava
  • Suzan Talo

Faculty Adviser: Professor Paul Gilson

Industry Mentor: Hal Granger, CFA 

I was honored to participate as a Judge for the Americas Regional. The competition was intense as fifty-six teams competed, with two winners advancing to the Global Final.  The winner of the Global Competition was Ateneo de Manila University from the Philippines.

It was wonderful to witness the talent of our future industry professionals firsthand.  I also had the opportunity to meet many of these impressive students during the course of the week.  It was a ​fabulous event for all!

Lastly, a big thank you to all the volunteers who made our Local event so successful! I hope you will participate again next year!

Ric Filippelli, CFA

VP Education, President Elect

CFA Society Hartford


2019 EVENTS​​​

Monday, October 15, 2018 Email to CFA Society Hartford: Faculty/University Team list of participants provided to Research Challenge Coordinator
Friday, October 19, 2018 CFA Institute Website Students, industry mentors, and faculty advisers must Register

Monday, October 22, 2018


To view video from this event - scroll down

The Hartford Club (Yacht Room), 46 Prospect St. Hartford, CT 06103 Local CFA Research Challenge Kickoff Meeting for students, industry mentors, and faculty advisers.  Registration required.

Wednesday, November 28, 2018

5:30 p.m.
(max 90 minutes)

Telephone conference call

Call in number -
access code provided prior to meeting


Investor Presentation by Target Company

Tuesday. January 8, 2019
12:00 noon




 Email correspondence to CFA Society Hartford: Team questions submitted to Target Company for responses via CFA Society Hartford Research Challenge Coordinator
Wednesday. January 16, 2019 Response to questions from Target Company Target Company responds to questions via email to CFA Society Hartford
Monday. February 4, 2019

Papers must be e-mailed to:

Written papers due by 11:59 p.m.


​Monday February 25, 2019

5:00 to 8:00 p.m.


UCONN Graduate Center Observation Deck, downtown Hartford

Register to attend​


Finalists - Verbal Presentation to Panel of

Judges; Awards Ceremony

Tues./Wed., April 23 - 24, 2019 New York, NY

Americas Regional Competition

Winning team from Harford Local Competition participates

Thursday, April 25, 2019 New York, NY

Global Competition in New York

Two winning teams form Americas Regional

Competition attend​


10/22/2018 ​