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updated 8/19/2019
2020 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. ​

2020 Event Sponsored by:

View information about the 2019 Research Challenge, 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.​​​


2020 EVENTS​​​

Email to CFA Society Hartford: Faculty/University Team list of participants provided to Research Challenge Coordinator

CFA Institute Website Students, industry mentors, and faculty advisers must Register

Wednesday, October 23, 2019

5:30 PM -7:30 PM

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

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

Telephone conference call

Call in number -
access code provided prior to meeting


Investor Presentation by Target Company

12:00 noon




 Email correspondence to CFA Society Hartford: Team questions submitted to Target Company for responses via CFA Society Hartford Research Challenge Coordinator

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

Papers must be e-mailed to:

Written papers due by 11:59 p.m.



5:00 to 8:00 p.m.


UCONN Graduate Center Observation Deck, downtown Hartford​


Finalists - Verbal Presentation to Panel of Judges; Awards Ceremony

Americas Regional Competition

Winning team from Harford Local Competition participates

Global Competition in New York

Two winning teams form Americas Regional

Competition attend​